Civic Intelligence

Joe S. Zhou, MD

Plan context: Joe S Zhou Profit Sharing Plan

EIN 23-3039345 • 24 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,113,444

2024 Contributions

$20,802

Historical Graphs

Total Assets Over Time

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

$2,113,444$1,056,722$0200320142023YearValue
$2,113,444Latest year 2023

Participants Over Time

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

320200120122023YearValue
2Latest year 2023

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
202410$0$0-
Joe S Zhou Profit Sharing Plan-0---
202312$2,113,444$20,802$10,401iApproximate average salary by contribution assumption: employee only about $260,025 at 4% or $173,350 at 6%; with 50% employer match about $173,350 at 4% or $115,567 at 6%; with 100% employer match about $130,013 at 4% or $86,675 at 6%.
Joe S Zhou Profit Sharing Plan-2$2,113,444$20,802$10,401iApproximate average salary by contribution assumption: employee only about $260,025 at 4% or $173,350 at 6%; with 50% employer match about $173,350 at 4% or $115,567 at 6%; with 100% employer match about $130,013 at 4% or $86,675 at 6%.
202212$1,750,877$20,260$10,130iApproximate average salary by contribution assumption: employee only about $253,250 at 4% or $168,833 at 6%; with 50% employer match about $168,833 at 4% or $112,556 at 6%; with 100% employer match about $126,625 at 4% or $84,417 at 6%.
Joe S Zhou Profit Sharing Plan-2$1,750,877$20,260$10,130iApproximate average salary by contribution assumption: employee only about $253,250 at 4% or $168,833 at 6%; with 50% employer match about $168,833 at 4% or $112,556 at 6%; with 100% employer match about $126,625 at 4% or $84,417 at 6%.
202111$2,104,261$22,756$22,756iApproximate average salary by contribution assumption: employee only about $568,900 at 4% or $379,267 at 6%; with 50% employer match about $379,267 at 4% or $252,844 at 6%; with 100% employer match about $284,450 at 4% or $189,633 at 6%.
Joe S Zhou Profit Sharing Plan-1$2,104,261$22,756$22,756iApproximate average salary by contribution assumption: employee only about $568,900 at 4% or $379,267 at 6%; with 50% employer match about $379,267 at 4% or $252,844 at 6%; with 100% employer match about $284,450 at 4% or $189,633 at 6%.
202013$1,813,839$58,744$19,581iApproximate average salary by contribution assumption: employee only about $489,533 at 4% or $326,356 at 6%; with 50% employer match about $326,356 at 4% or $217,570 at 6%; with 100% employer match about $244,767 at 4% or $163,178 at 6%.
Joe S Zhou Profit Sharing Plan-3$1,813,839$58,744$19,581iApproximate average salary by contribution assumption: employee only about $489,533 at 4% or $326,356 at 6%; with 50% employer match about $326,356 at 4% or $217,570 at 6%; with 100% employer match about $244,767 at 4% or $163,178 at 6%.
201913$1,524,759$25,248$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.
Joe S Zhou Profit Sharing Plan-3$1,524,759$25,248$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.
201812$1,223,683$27,393$13,697iApproximate average salary by contribution assumption: employee only about $342,413 at 4% or $228,275 at 6%; with 50% employer match about $228,275 at 4% or $152,183 at 6%; with 100% employer match about $171,206 at 4% or $114,138 at 6%.
Joe S Zhou Profit Sharing Plan-2$1,223,683$27,393$13,697iApproximate average salary by contribution assumption: employee only about $342,413 at 4% or $228,275 at 6%; with 50% employer match about $228,275 at 4% or $152,183 at 6%; with 100% employer match about $171,206 at 4% or $114,138 at 6%.
201712$1,288,390$29,896$14,948iApproximate average salary by contribution assumption: employee only about $373,700 at 4% or $249,133 at 6%; with 50% employer match about $249,133 at 4% or $166,089 at 6%; with 100% employer match about $186,850 at 4% or $124,567 at 6%.
Joe S Zhou Profit Sharing Plan-2$1,288,390$29,896$14,948iApproximate average salary by contribution assumption: employee only about $373,700 at 4% or $249,133 at 6%; with 50% employer match about $249,133 at 4% or $166,089 at 6%; with 100% employer match about $186,850 at 4% or $124,567 at 6%.
201613$1,209,262$39,431$13,144iApproximate average salary by contribution assumption: employee only about $328,592 at 4% or $219,061 at 6%; with 50% employer match about $219,061 at 4% or $146,041 at 6%; with 100% employer match about $164,296 at 4% or $109,531 at 6%.
Joe S Zhou Profit Sharing Plan-3$1,209,262$39,431$13,144iApproximate average salary by contribution assumption: employee only about $328,592 at 4% or $219,061 at 6%; with 50% employer match about $219,061 at 4% or $146,041 at 6%; with 100% employer match about $164,296 at 4% or $109,531 at 6%.
201513$1,080,791$46,275$15,425iApproximate average salary by contribution assumption: employee only about $385,625 at 4% or $257,083 at 6%; with 50% employer match about $257,083 at 4% or $171,389 at 6%; with 100% employer match about $192,813 at 4% or $128,542 at 6%.
Joe S Zhou Profit Sharing Plan-3$1,080,791$46,275$15,425iApproximate average salary by contribution assumption: employee only about $385,625 at 4% or $257,083 at 6%; with 50% employer match about $257,083 at 4% or $171,389 at 6%; with 100% employer match about $192,813 at 4% or $128,542 at 6%.
201413$1,056,315$53,736$17,912iApproximate average salary by contribution assumption: employee only about $447,800 at 4% or $298,533 at 6%; with 50% employer match about $298,533 at 4% or $199,022 at 6%; with 100% employer match about $223,900 at 4% or $149,267 at 6%.
Joe S Zhou Profit Sharing Plan-3$1,056,315$53,736$17,912iApproximate average salary by contribution assumption: employee only about $447,800 at 4% or $298,533 at 6%; with 50% employer match about $298,533 at 4% or $199,022 at 6%; with 100% employer match about $223,900 at 4% or $149,267 at 6%.
201313$946,464$44,670$14,890iApproximate average salary by contribution assumption: employee only about $372,250 at 4% or $248,167 at 6%; with 50% employer match about $248,167 at 4% or $165,444 at 6%; with 100% employer match about $186,125 at 4% or $124,083 at 6%.
Joe S Zhou Profit Sharing Plan-3$946,464$44,670$14,890iApproximate average salary by contribution assumption: employee only about $372,250 at 4% or $248,167 at 6%; with 50% employer match about $248,167 at 4% or $165,444 at 6%; with 100% employer match about $186,125 at 4% or $124,083 at 6%.
201213$768,977$40,068$13,356iApproximate average salary by contribution assumption: employee only about $333,900 at 4% or $222,600 at 6%; with 50% employer match about $222,600 at 4% or $148,400 at 6%; with 100% employer match about $166,950 at 4% or $111,300 at 6%.
Joe S Zhou Profit Sharing Plan-3$768,977$40,068$13,356iApproximate average salary by contribution assumption: employee only about $333,900 at 4% or $222,600 at 6%; with 50% employer match about $222,600 at 4% or $148,400 at 6%; with 100% employer match about $166,950 at 4% or $111,300 at 6%.
201113$639,805$42,483$14,161iApproximate average salary by contribution assumption: employee only about $354,025 at 4% or $236,017 at 6%; with 50% employer match about $236,017 at 4% or $157,344 at 6%; with 100% employer match about $177,013 at 4% or $118,008 at 6%.
Joe S Zhou Profit Sharing Plan-3$639,805$42,483$14,161iApproximate average salary by contribution assumption: employee only about $354,025 at 4% or $236,017 at 6%; with 50% employer match about $236,017 at 4% or $157,344 at 6%; with 100% employer match about $177,013 at 4% or $118,008 at 6%.
201013$614,735$53,928$17,976iApproximate average salary by contribution assumption: employee only about $449,400 at 4% or $299,600 at 6%; with 50% employer match about $299,600 at 4% or $199,733 at 6%; with 100% employer match about $224,700 at 4% or $149,800 at 6%.
Joe S Zhou Profit Sharing Plan-3$614,735$53,928$17,976iApproximate average salary by contribution assumption: employee only about $449,400 at 4% or $299,600 at 6%; with 50% employer match about $299,600 at 4% or $199,733 at 6%; with 100% employer match about $224,700 at 4% or $149,800 at 6%.
200913$492,368$53,267$17,756iApproximate average salary by contribution assumption: employee only about $443,892 at 4% or $295,928 at 6%; with 50% employer match about $295,928 at 4% or $197,285 at 6%; with 100% employer match about $221,946 at 4% or $147,964 at 6%.
Joe S Zhou Profit Sharing Plan-3$492,368$53,267$17,756iApproximate average salary by contribution assumption: employee only about $443,892 at 4% or $295,928 at 6%; with 50% employer match about $295,928 at 4% or $197,285 at 6%; with 100% employer match about $221,946 at 4% or $147,964 at 6%.
200813$339,380$51,351$17,117iApproximate average salary by contribution assumption: employee only about $427,925 at 4% or $285,283 at 6%; with 50% employer match about $285,283 at 4% or $190,189 at 6%; with 100% employer match about $213,963 at 4% or $142,642 at 6%.
Joe S Zhou Profit Sharing Plan-3$339,380$51,351$17,117iApproximate average salary by contribution assumption: employee only about $427,925 at 4% or $285,283 at 6%; with 50% employer match about $285,283 at 4% or $190,189 at 6%; with 100% employer match about $213,963 at 4% or $142,642 at 6%.
200713$0$0-
Joe S Zhou Profit Sharing Plan-3---
200613$349,917$51,940$17,313iApproximate average salary by contribution assumption: employee only about $432,833 at 4% or $288,556 at 6%; with 50% employer match about $288,556 at 4% or $192,370 at 6%; with 100% employer match about $216,417 at 4% or $144,278 at 6%.
Joe S Zhou Profit Sharing Plan-3$349,917$51,940$17,313iApproximate average salary by contribution assumption: employee only about $432,833 at 4% or $288,556 at 6%; with 50% employer match about $288,556 at 4% or $192,370 at 6%; with 100% employer match about $216,417 at 4% or $144,278 at 6%.
200512$260,254$47,446$23,723iApproximate average salary by contribution assumption: employee only about $593,075 at 4% or $395,383 at 6%; with 50% employer match about $395,383 at 4% or $263,589 at 6%; with 100% employer match about $296,538 at 4% or $197,692 at 6%.
Joe S Zhou Profit Sharing Plan-2$260,254$47,446$23,723iApproximate average salary by contribution assumption: employee only about $593,075 at 4% or $395,383 at 6%; with 50% employer match about $395,383 at 4% or $263,589 at 6%; with 100% employer match about $296,538 at 4% or $197,692 at 6%.
200412$190,251$46,200$23,100iApproximate average salary by contribution assumption: employee only about $577,500 at 4% or $385,000 at 6%; with 50% employer match about $385,000 at 4% or $256,667 at 6%; with 100% employer match about $288,750 at 4% or $192,500 at 6%.
Joe S Zhou Profit Sharing Plan-2$190,251$46,200$23,100iApproximate average salary by contribution assumption: employee only about $577,500 at 4% or $385,000 at 6%; with 50% employer match about $385,000 at 4% or $256,667 at 6%; with 100% employer match about $288,750 at 4% or $192,500 at 6%.
200312$129,039$45,385$22,693iApproximate average salary by contribution assumption: employee only about $567,313 at 4% or $378,208 at 6%; with 50% employer match about $378,208 at 4% or $252,139 at 6%; with 100% employer match about $283,656 at 4% or $189,104 at 6%.
Joe S Zhou Profit Sharing Plan-2$129,039$45,385$22,693iApproximate average salary by contribution assumption: employee only about $567,313 at 4% or $378,208 at 6%; with 50% employer match about $378,208 at 4% or $252,139 at 6%; with 100% employer match about $283,656 at 4% or $189,104 at 6%.
200212$0$0-
Joe S Zhou Profit Sharing Plan-2---
200112$0$0-
Joe S Zhou Profit Sharing Plan-2---