Civic Intelligence

Samuel K. Z. Chen, M.D.

Plan context: Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust

EIN 22-3445946 • Warren, NJ • 21 filings • 5 plans

4 Miller LaneWarren, NJ 07059
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$2,556,431

2019 Contributions

$68,000

Historical Graphs

Total Assets Over Time

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

$2,556,431$1,278,216$0199920142019YearValue
$2,556,431Latest year 2019

Participants Over Time

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

420199920132019YearValue
2Latest year 2019

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
201922$2,556,431$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2$2,016,284$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
SAMUEL K Z CHEN, P. A. SOLO 401(K) PLAN-2$540,147$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201822$1,897,275$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2$1,548,582$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
SAMUEL K Z CHEN, P. A. SOLO 401(K) PLAN-2$348,693$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201722$2,036,516$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2$1,653,334$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
SAMUEL K Z CHEN, P. A. SOLO 401(K) PLAN-2$383,182$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201622$1,944,425$148,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2$1,594,236$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
SAMUEL K Z CHEN, P. A. SOLO 401(K) PLAN-2$350,189$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201522$1,880,697$128,000$64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2$1,539,242$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
SAMUEL K Z CHEN, P. A. SOLO 401(K) PLAN-2$341,455$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201422$1,712,508$196,000$98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2$1,430,512$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
SAMUEL K Z CHEN, P. A. SOLO 401(K) PLAN-2$281,996$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201322$1,611,023$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2$1,361,521$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
SAMUEL K Z CHEN, P. A. SOLO 401(K) PLAN-2$249,502$0-
200513$475,725$89,360$29,787iApproximate average salary by contribution assumption: employee only about $744,667 at 4% or $496,444 at 6%; with 50% employer match about $496,444 at 4% or $330,963 at 6%; with 100% employer match about $372,333 at 4% or $248,222 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-3$475,725$89,360$29,787iApproximate average salary by contribution assumption: employee only about $744,667 at 4% or $496,444 at 6%; with 50% employer match about $496,444 at 4% or $330,963 at 6%; with 100% employer match about $372,333 at 4% or $248,222 at 6%.
200413$400,987$87,991$29,330iApproximate average salary by contribution assumption: employee only about $733,258 at 4% or $488,839 at 6%; with 50% employer match about $488,839 at 4% or $325,893 at 6%; with 100% employer match about $366,629 at 4% or $244,419 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-3$400,987$87,991$29,330iApproximate average salary by contribution assumption: employee only about $733,258 at 4% or $488,839 at 6%; with 50% employer match about $488,839 at 4% or $325,893 at 6%; with 100% employer match about $366,629 at 4% or $244,419 at 6%.
200314$290,501$83,658$20,915iApproximate average salary by contribution assumption: employee only about $522,863 at 4% or $348,575 at 6%; with 50% employer match about $348,575 at 4% or $232,383 at 6%; with 100% employer match about $261,431 at 4% or $174,288 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-4$290,501$83,658$20,915iApproximate average salary by contribution assumption: employee only about $522,863 at 4% or $348,575 at 6%; with 50% employer match about $348,575 at 4% or $232,383 at 6%; with 100% employer match about $261,431 at 4% or $174,288 at 6%.
200213$0$0-
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-3---
200112$0$0-
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-2---
200013$125,136$37,060$12,353iApproximate average salary by contribution assumption: employee only about $308,833 at 4% or $205,889 at 6%; with 50% employer match about $205,889 at 4% or $137,259 at 6%; with 100% employer match about $154,417 at 4% or $102,944 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-3$125,136$37,060$12,353iApproximate average salary by contribution assumption: employee only about $308,833 at 4% or $205,889 at 6%; with 50% employer match about $205,889 at 4% or $137,259 at 6%; with 100% employer match about $154,417 at 4% or $102,944 at 6%.
199913$119,184$35,268$11,756iApproximate average salary by contribution assumption: employee only about $293,900 at 4% or $195,933 at 6%; with 50% employer match about $195,933 at 4% or $130,622 at 6%; with 100% employer match about $146,950 at 4% or $97,967 at 6%.
Samuel K Z Chen, MD, Pa Profit Sharing Plan and Trust-3$119,184$35,268$11,756iApproximate average salary by contribution assumption: employee only about $293,900 at 4% or $195,933 at 6%; with 50% employer match about $195,933 at 4% or $130,622 at 6%; with 100% employer match about $146,950 at 4% or $97,967 at 6%.
Samuel K. Z. Chen, M.D. | EIN 22-3445946 | 2019 Form 5500 Company Profile