Civic Intelligence

Jason C. Chen, Dds, Apc

Plan context: Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan

EIN 20-4728636 • San Leandro, CA • 12 filings • 2 plans

345 Estudillo Avenue, Suite 102San Leandro, CA 94577-4702
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$3,042,549

2024 Contributions

$263,995

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,042,549$1,521,275$0201320192024YearValue
$3,042,549Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

22110201320192024YearValue
22Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024122$3,042,549$263,995$12,000iApproximate average salary by contribution assumption: employee only about $299,994 at 4% or $199,996 at 6%; with 50% employer match about $199,996 at 4% or $133,331 at 6%; with 100% employer match about $149,997 at 4% or $99,998 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-22$3,042,549$263,995$12,000iApproximate average salary by contribution assumption: employee only about $299,994 at 4% or $199,996 at 6%; with 50% employer match about $199,996 at 4% or $133,331 at 6%; with 100% employer match about $149,997 at 4% or $99,998 at 6%.
2023118$2,358,521$233,256$12,959iApproximate average salary by contribution assumption: employee only about $323,967 at 4% or $215,978 at 6%; with 50% employer match about $215,978 at 4% or $143,985 at 6%; with 100% employer match about $161,983 at 4% or $107,989 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-18$2,358,521$233,256$12,959iApproximate average salary by contribution assumption: employee only about $323,967 at 4% or $215,978 at 6%; with 50% employer match about $215,978 at 4% or $143,985 at 6%; with 100% employer match about $161,983 at 4% or $107,989 at 6%.
2022119$1,711,125$189,253$9,961iApproximate average salary by contribution assumption: employee only about $249,017 at 4% or $166,011 at 6%; with 50% employer match about $166,011 at 4% or $110,674 at 6%; with 100% employer match about $124,509 at 4% or $83,006 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-19$1,711,125$189,253$9,961iApproximate average salary by contribution assumption: employee only about $249,017 at 4% or $166,011 at 6%; with 50% employer match about $166,011 at 4% or $110,674 at 6%; with 100% employer match about $124,509 at 4% or $83,006 at 6%.
2021119$1,738,658$163,074$8,583iApproximate average salary by contribution assumption: employee only about $214,571 at 4% or $143,047 at 6%; with 50% employer match about $143,047 at 4% or $95,365 at 6%; with 100% employer match about $107,286 at 4% or $71,524 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-19$1,738,658$163,074$8,583iApproximate average salary by contribution assumption: employee only about $214,571 at 4% or $143,047 at 6%; with 50% employer match about $143,047 at 4% or $95,365 at 6%; with 100% employer match about $107,286 at 4% or $71,524 at 6%.
2020117$1,409,598$161,282$9,487iApproximate average salary by contribution assumption: employee only about $237,179 at 4% or $158,120 at 6%; with 50% employer match about $158,120 at 4% or $105,413 at 6%; with 100% employer match about $118,590 at 4% or $79,060 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-17$1,409,598$161,282$9,487iApproximate average salary by contribution assumption: employee only about $237,179 at 4% or $158,120 at 6%; with 50% employer match about $158,120 at 4% or $105,413 at 6%; with 100% employer match about $118,590 at 4% or $79,060 at 6%.
2019115$1,425,157$134,028$8,935iApproximate average salary by contribution assumption: employee only about $223,380 at 4% or $148,920 at 6%; with 50% employer match about $148,920 at 4% or $99,280 at 6%; with 100% employer match about $111,690 at 4% or $74,460 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-15$1,425,157$134,028$8,935iApproximate average salary by contribution assumption: employee only about $223,380 at 4% or $148,920 at 6%; with 50% employer match about $148,920 at 4% or $99,280 at 6%; with 100% employer match about $111,690 at 4% or $74,460 at 6%.
2018117$1,182,370$149,239$8,779iApproximate average salary by contribution assumption: employee only about $219,469 at 4% or $146,313 at 6%; with 50% employer match about $146,313 at 4% or $97,542 at 6%; with 100% employer match about $109,735 at 4% or $73,156 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-17$1,182,370$149,239$8,779iApproximate average salary by contribution assumption: employee only about $219,469 at 4% or $146,313 at 6%; with 50% employer match about $146,313 at 4% or $97,542 at 6%; with 100% employer match about $109,735 at 4% or $73,156 at 6%.
2017115$1,942,523$151,320$10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-15$1,942,523$151,320$10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%.
2016114$1,867,699$140,184$10,013iApproximate average salary by contribution assumption: employee only about $250,329 at 4% or $166,886 at 6%; with 50% employer match about $166,886 at 4% or $111,257 at 6%; with 100% employer match about $125,164 at 4% or $83,443 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-14$1,867,699$140,184$10,013iApproximate average salary by contribution assumption: employee only about $250,329 at 4% or $166,886 at 6%; with 50% employer match about $166,886 at 4% or $111,257 at 6%; with 100% employer match about $125,164 at 4% or $83,443 at 6%.
2015114$1,610,830$129,017$9,216iApproximate average salary by contribution assumption: employee only about $230,388 at 4% or $153,592 at 6%; with 50% employer match about $153,592 at 4% or $102,394 at 6%; with 100% employer match about $115,194 at 4% or $76,796 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-14$1,610,830$129,017$9,216iApproximate average salary by contribution assumption: employee only about $230,388 at 4% or $153,592 at 6%; with 50% employer match about $153,592 at 4% or $102,394 at 6%; with 100% employer match about $115,194 at 4% or $76,796 at 6%.
2014112$1,500,366$90,902$7,575iApproximate average salary by contribution assumption: employee only about $189,379 at 4% or $126,253 at 6%; with 50% employer match about $126,253 at 4% or $84,169 at 6%; with 100% employer match about $94,690 at 4% or $63,126 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-12$1,500,366$90,902$7,575iApproximate average salary by contribution assumption: employee only about $189,379 at 4% or $126,253 at 6%; with 50% employer match about $126,253 at 4% or $84,169 at 6%; with 100% employer match about $94,690 at 4% or $63,126 at 6%.
2013113$1,354,251$112,262$8,636iApproximate average salary by contribution assumption: employee only about $215,888 at 4% or $143,926 at 6%; with 50% employer match about $143,926 at 4% or $95,950 at 6%; with 100% employer match about $107,944 at 4% or $71,963 at 6%.
Jason C. Chen, Dds, Apc Profit Sharing 401(K) Plan-13$1,354,251$112,262$8,636iApproximate average salary by contribution assumption: employee only about $215,888 at 4% or $143,926 at 6%; with 50% employer match about $143,926 at 4% or $95,950 at 6%; with 100% employer match about $107,944 at 4% or $71,963 at 6%.
Jason C. Chen, Dds, Apc | EIN 20-4728636 | 2024 Form 5500 Company Profile