Civic Intelligence

Lulu Chen, MD. Inc.

Plan context: LULU CHEN, M.D., INC. PROFIT SHARING PLAN

EIN 26-1261185 • Huntington Park, CA • 18 filings • 4 plans

7143 Seville AveHuntington Park, CA 90255
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,505,361

2024 Contributions

$204,366

Historical Graphs

Total Assets Over Time

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

$1,505,361$752,681$0201620202024YearValue
$1,505,361Latest year 2024

Participants Over Time

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

1160201620202024YearValue
11Latest 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
2024211$1,505,361$204,366$18,579iApproximate average salary by contribution assumption: employee only about $464,468 at 4% or $309,645 at 6%; with 50% employer match about $309,645 at 4% or $206,430 at 6%; with 100% employer match about $232,234 at 4% or $154,823 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-11$760,847$97,139$8,831iApproximate average salary by contribution assumption: employee only about $220,770 at 4% or $147,180 at 6%; with 50% employer match about $147,180 at 4% or $98,120 at 6%; with 100% employer match about $110,385 at 4% or $73,590 at 6%.
Etf Advisor K 401K Plan-6$744,514$107,227$17,871iApproximate average salary by contribution assumption: employee only about $446,779 at 4% or $297,853 at 6%; with 50% employer match about $297,853 at 4% or $198,569 at 6%; with 100% employer match about $223,390 at 4% or $148,926 at 6%.
2023210$1,231,274$245,791$24,579iApproximate average salary by contribution assumption: employee only about $614,478 at 4% or $409,652 at 6%; with 50% employer match about $409,652 at 4% or $273,101 at 6%; with 100% employer match about $307,239 at 4% or $204,826 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-10$618,741$92,374$9,237iApproximate average salary by contribution assumption: employee only about $230,935 at 4% or $153,957 at 6%; with 50% employer match about $153,957 at 4% or $102,638 at 6%; with 100% employer match about $115,468 at 4% or $76,978 at 6%.
Etf Advisor K 401K Plan-5$612,533$153,417$30,683iApproximate average salary by contribution assumption: employee only about $767,085 at 4% or $511,390 at 6%; with 50% employer match about $511,390 at 4% or $340,927 at 6%; with 100% employer match about $383,543 at 4% or $255,695 at 6%.
202228$934,055$150,246$18,781iApproximate average salary by contribution assumption: employee only about $469,519 at 4% or $313,013 at 6%; with 50% employer match about $313,013 at 4% or $208,675 at 6%; with 100% employer match about $234,759 at 4% or $156,506 at 6%.
Etf Advisor K 401K Plan-5$467,824$73,042$14,608iApproximate average salary by contribution assumption: employee only about $365,210 at 4% or $243,473 at 6%; with 50% employer match about $243,473 at 4% or $162,316 at 6%; with 100% employer match about $182,605 at 4% or $121,737 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-8$466,231$77,204$9,651iApproximate average salary by contribution assumption: employee only about $241,263 at 4% or $160,842 at 6%; with 50% employer match about $160,842 at 4% or $107,228 at 6%; with 100% employer match about $120,631 at 4% or $80,421 at 6%.
202128$939,721$138,424$17,303iApproximate average salary by contribution assumption: employee only about $432,575 at 4% or $288,383 at 6%; with 50% employer match about $288,383 at 4% or $192,256 at 6%; with 100% employer match about $216,288 at 4% or $144,192 at 6%.
Etf Advisor K 401K Plan-5$474,557$70,979$14,196iApproximate average salary by contribution assumption: employee only about $354,895 at 4% or $236,597 at 6%; with 50% employer match about $236,597 at 4% or $157,731 at 6%; with 100% employer match about $177,448 at 4% or $118,298 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-8$465,164$67,445$8,431iApproximate average salary by contribution assumption: employee only about $210,766 at 4% or $140,510 at 6%; with 50% employer match about $140,510 at 4% or $93,674 at 6%; with 100% employer match about $105,383 at 4% or $70,255 at 6%.
202028$694,285$143,186$17,898iApproximate average salary by contribution assumption: employee only about $447,456 at 4% or $298,304 at 6%; with 50% employer match about $298,304 at 4% or $198,869 at 6%; with 100% employer match about $223,728 at 4% or $149,152 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-8$364,795$64,753$8,094iApproximate average salary by contribution assumption: employee only about $202,353 at 4% or $134,902 at 6%; with 50% employer match about $134,902 at 4% or $89,935 at 6%; with 100% employer match about $101,177 at 4% or $67,451 at 6%.
Etf Advisor K 401K Plan-6$329,490$78,433$13,072iApproximate average salary by contribution assumption: employee only about $326,804 at 4% or $217,869 at 6%; with 50% employer match about $217,869 at 4% or $145,246 at 6%; with 100% employer match about $163,402 at 4% or $108,935 at 6%.
201927$555,407$152,943$21,849iApproximate average salary by contribution assumption: employee only about $546,225 at 4% or $364,150 at 6%; with 50% employer match about $364,150 at 4% or $242,767 at 6%; with 100% employer match about $273,113 at 4% or $182,075 at 6%.
Etf Advisor K 401K Plan-7$291,217$83,022$11,860iApproximate average salary by contribution assumption: employee only about $296,507 at 4% or $197,671 at 6%; with 50% employer match about $197,671 at 4% or $131,781 at 6%; with 100% employer match about $148,254 at 4% or $98,836 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-7$264,190$69,921$9,989iApproximate average salary by contribution assumption: employee only about $249,718 at 4% or $166,479 at 6%; with 50% employer match about $166,479 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,239 at 6%.
201827$338,981$150,608$21,515iApproximate average salary by contribution assumption: employee only about $537,886 at 4% or $358,590 at 6%; with 50% employer match about $358,590 at 4% or $239,060 at 6%; with 100% employer match about $268,943 at 4% or $179,295 at 6%.
Etf Advisor K 401K Plan-7$170,866$81,493$11,642iApproximate average salary by contribution assumption: employee only about $291,046 at 4% or $194,031 at 6%; with 50% employer match about $194,031 at 4% or $129,354 at 6%; with 100% employer match about $145,523 at 4% or $97,015 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-7$168,115$69,115$9,874iApproximate average salary by contribution assumption: employee only about $246,839 at 4% or $164,560 at 6%; with 50% employer match about $164,560 at 4% or $109,706 at 6%; with 100% employer match about $123,420 at 4% or $82,280 at 6%.
201728$208,774$76,404$9,551iApproximate average salary by contribution assumption: employee only about $238,763 at 4% or $159,175 at 6%; with 50% employer match about $159,175 at 4% or $106,117 at 6%; with 100% employer match about $119,381 at 4% or $79,588 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-8$107,002$12,776$1,597iApproximate average salary by contribution assumption: employee only about $39,925 at 4% or $26,617 at 6%; with 50% employer match about $26,617 at 4% or $17,744 at 6%; with 100% employer match about $19,963 at 4% or $13,308 at 6%.
Etf Advisor K 401K Plan-0$101,772$63,628-
201627$122,584$122,091$17,442iApproximate average salary by contribution assumption: employee only about $436,039 at 4% or $290,693 at 6%; with 50% employer match about $290,693 at 4% or $193,795 at 6%; with 100% employer match about $218,020 at 4% or $145,346 at 6%.
LULU CHEN, M.D., INC. PROFIT SHARING PLAN-7$90,495$90,495$12,928iApproximate average salary by contribution assumption: employee only about $323,196 at 4% or $215,464 at 6%; with 50% employer match about $215,464 at 4% or $143,643 at 6%; with 100% employer match about $161,598 at 4% or $107,732 at 6%.
Etf Advisor K 401K Plan-5$32,089$31,596$6,319iApproximate average salary by contribution assumption: employee only about $157,980 at 4% or $105,320 at 6%; with 50% employer match about $105,320 at 4% or $70,213 at 6%; with 100% employer match about $78,990 at 4% or $52,660 at 6%.