Civic Intelligence

Kalvin Chen, D.D.S. Inc.

Plan context: Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan

EIN 26-0037148 • Brea, CA • 22 filings • 2 plans

903 S Brea BlvdBrea, CA 92821
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,814,717

2025 Contributions

$79,008

Historical Graphs

Total Assets Over Time

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

$1,814,717$907,359$0200320152025YearValue
$1,814,717Latest year 2025

Participants Over Time

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

630200320152025YearValue
5Latest year 2025

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
202515$1,814,717$79,008$15,802iApproximate average salary by contribution assumption: employee only about $395,040 at 4% or $263,360 at 6%; with 50% employer match about $263,360 at 4% or $175,573 at 6%; with 100% employer match about $197,520 at 4% or $131,680 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-5$1,814,717$79,008$15,802iApproximate average salary by contribution assumption: employee only about $395,040 at 4% or $263,360 at 6%; with 50% employer match about $263,360 at 4% or $175,573 at 6%; with 100% employer match about $197,520 at 4% or $131,680 at 6%.
202415$1,430,877$73,683$14,737iApproximate average salary by contribution assumption: employee only about $368,415 at 4% or $245,610 at 6%; with 50% employer match about $245,610 at 4% or $163,740 at 6%; with 100% employer match about $184,208 at 4% or $122,805 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-5$1,430,877$73,683$14,737iApproximate average salary by contribution assumption: employee only about $368,415 at 4% or $245,610 at 6%; with 50% employer match about $245,610 at 4% or $163,740 at 6%; with 100% employer match about $184,208 at 4% or $122,805 at 6%.
202316$1,026,440$64,176$10,696iApproximate average salary by contribution assumption: employee only about $267,400 at 4% or $178,267 at 6%; with 50% employer match about $178,267 at 4% or $118,844 at 6%; with 100% employer match about $133,700 at 4% or $89,133 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-6$1,026,440$64,176$10,696iApproximate average salary by contribution assumption: employee only about $267,400 at 4% or $178,267 at 6%; with 50% employer match about $178,267 at 4% or $118,844 at 6%; with 100% employer match about $133,700 at 4% or $89,133 at 6%.
202215$711,106$60,585$12,117iApproximate average salary by contribution assumption: employee only about $302,925 at 4% or $201,950 at 6%; with 50% employer match about $201,950 at 4% or $134,633 at 6%; with 100% employer match about $151,463 at 4% or $100,975 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-5$711,106$60,585$12,117iApproximate average salary by contribution assumption: employee only about $302,925 at 4% or $201,950 at 6%; with 50% employer match about $201,950 at 4% or $134,633 at 6%; with 100% employer match about $151,463 at 4% or $100,975 at 6%.
202112$947,986$57,768$28,884iApproximate average salary by contribution assumption: employee only about $722,100 at 4% or $481,400 at 6%; with 50% employer match about $481,400 at 4% or $320,933 at 6%; with 100% employer match about $361,050 at 4% or $240,700 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$947,986$57,768$28,884iApproximate average salary by contribution assumption: employee only about $722,100 at 4% or $481,400 at 6%; with 50% employer match about $481,400 at 4% or $320,933 at 6%; with 100% employer match about $361,050 at 4% or $240,700 at 6%.
202012$810,413$42,732$21,366iApproximate average salary by contribution assumption: employee only about $534,150 at 4% or $356,100 at 6%; with 50% employer match about $356,100 at 4% or $237,400 at 6%; with 100% employer match about $267,075 at 4% or $178,050 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$810,413$42,732$21,366iApproximate average salary by contribution assumption: employee only about $534,150 at 4% or $356,100 at 6%; with 50% employer match about $356,100 at 4% or $237,400 at 6%; with 100% employer match about $267,075 at 4% or $178,050 at 6%.
201912$720,312$52,440$26,220iApproximate average salary by contribution assumption: employee only about $655,500 at 4% or $437,000 at 6%; with 50% employer match about $437,000 at 4% or $291,333 at 6%; with 100% employer match about $327,750 at 4% or $218,500 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$720,312$52,440$26,220iApproximate average salary by contribution assumption: employee only about $655,500 at 4% or $437,000 at 6%; with 50% employer match about $437,000 at 4% or $291,333 at 6%; with 100% employer match about $327,750 at 4% or $218,500 at 6%.
201812$651,121$39,240$19,620iApproximate average salary by contribution assumption: employee only about $490,500 at 4% or $327,000 at 6%; with 50% employer match about $327,000 at 4% or $218,000 at 6%; with 100% employer match about $245,250 at 4% or $163,500 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$651,121$39,240$19,620iApproximate average salary by contribution assumption: employee only about $490,500 at 4% or $327,000 at 6%; with 50% employer match about $327,000 at 4% or $218,000 at 6%; with 100% employer match about $245,250 at 4% or $163,500 at 6%.
201712$613,977$18,840$9,420iApproximate average salary by contribution assumption: employee only about $235,500 at 4% or $157,000 at 6%; with 50% employer match about $157,000 at 4% or $104,667 at 6%; with 100% employer match about $117,750 at 4% or $78,500 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$613,977$18,840$9,420iApproximate average salary by contribution assumption: employee only about $235,500 at 4% or $157,000 at 6%; with 50% employer match about $157,000 at 4% or $104,667 at 6%; with 100% employer match about $117,750 at 4% or $78,500 at 6%.
201612$518,118$15,700$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$518,118$15,700$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
201512$479,969$38,924$19,462iApproximate average salary by contribution assumption: employee only about $486,550 at 4% or $324,367 at 6%; with 50% employer match about $324,367 at 4% or $216,244 at 6%; with 100% employer match about $243,275 at 4% or $162,183 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$479,969$38,924$19,462iApproximate average salary by contribution assumption: employee only about $486,550 at 4% or $324,367 at 6%; with 50% employer match about $324,367 at 4% or $216,244 at 6%; with 100% employer match about $243,275 at 4% or $162,183 at 6%.
201412$447,215$36,520$18,260iApproximate average salary by contribution assumption: employee only about $456,500 at 4% or $304,333 at 6%; with 50% employer match about $304,333 at 4% or $202,889 at 6%; with 100% employer match about $228,250 at 4% or $152,167 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$447,215$36,520$18,260iApproximate average salary by contribution assumption: employee only about $456,500 at 4% or $304,333 at 6%; with 50% employer match about $304,333 at 4% or $202,889 at 6%; with 100% employer match about $228,250 at 4% or $152,167 at 6%.
201312$499,473$40,269$20,135iApproximate average salary by contribution assumption: employee only about $503,363 at 4% or $335,575 at 6%; with 50% employer match about $335,575 at 4% or $223,717 at 6%; with 100% employer match about $251,681 at 4% or $167,788 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$499,473$40,269$20,135iApproximate average salary by contribution assumption: employee only about $503,363 at 4% or $335,575 at 6%; with 50% employer match about $335,575 at 4% or $223,717 at 6%; with 100% employer match about $251,681 at 4% or $167,788 at 6%.
201212$445,701$32,500$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$445,701$32,500$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
201112$379,131$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%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$379,131$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%.
200912$307,647$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%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$307,647$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%.
200812$212,734$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$212,734$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
200712$0$0-
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2---
200612$190,210$39,778$19,889iApproximate average salary by contribution assumption: employee only about $497,225 at 4% or $331,483 at 6%; with 50% employer match about $331,483 at 4% or $220,989 at 6%; with 100% employer match about $248,613 at 4% or $165,742 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$190,210$39,778$19,889iApproximate average salary by contribution assumption: employee only about $497,225 at 4% or $331,483 at 6%; with 50% employer match about $331,483 at 4% or $220,989 at 6%; with 100% employer match about $248,613 at 4% or $165,742 at 6%.
200512$136,817$43,500$21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$136,817$43,500$21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%.
200412$87,803$53,500$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$87,803$53,500$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
200312$31,000$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Kalvin Chen, D.D.S. Inc. 401K Profit Sharing Plan-2$31,000$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.