Civic Intelligence

H. Derick Phan, D.D.S. Inc.

Plan context: H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan

EIN 26-2820029 • San Jose, CA • 11 filings • 2 plans

150 North Jackson Avenue, Suite 211San Jose, CA 95116
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$1,750,695

2024 Contributions

$108,943

Historical Graphs

Total Assets Over Time

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

$1,750,695$875,348$0201420192024YearValue
$1,750,695Latest year 2024

Participants Over Time

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

24120201420192024YearValue
24Latest 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
2024124$1,750,695$108,943$4,539iApproximate average salary by contribution assumption: employee only about $113,482 at 4% or $75,655 at 6%; with 50% employer match about $75,655 at 4% or $50,437 at 6%; with 100% employer match about $56,741 at 4% or $37,827 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-24$1,750,695$108,943$4,539iApproximate average salary by contribution assumption: employee only about $113,482 at 4% or $75,655 at 6%; with 50% employer match about $75,655 at 4% or $50,437 at 6%; with 100% employer match about $56,741 at 4% or $37,827 at 6%.
2023124$1,500,868$122,627$5,109iApproximate average salary by contribution assumption: employee only about $127,736 at 4% or $85,158 at 6%; with 50% employer match about $85,158 at 4% or $56,772 at 6%; with 100% employer match about $63,868 at 4% or $42,579 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-24$1,500,868$122,627$5,109iApproximate average salary by contribution assumption: employee only about $127,736 at 4% or $85,158 at 6%; with 50% employer match about $85,158 at 4% or $56,772 at 6%; with 100% employer match about $63,868 at 4% or $42,579 at 6%.
2022121$1,186,423$195,663$9,317iApproximate average salary by contribution assumption: employee only about $232,932 at 4% or $155,288 at 6%; with 50% employer match about $155,288 at 4% or $103,525 at 6%; with 100% employer match about $116,466 at 4% or $77,644 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-21$1,186,423$195,663$9,317iApproximate average salary by contribution assumption: employee only about $232,932 at 4% or $155,288 at 6%; with 50% employer match about $155,288 at 4% or $103,525 at 6%; with 100% employer match about $116,466 at 4% or $77,644 at 6%.
2021112$1,061,763$144,371$12,031iApproximate average salary by contribution assumption: employee only about $300,773 at 4% or $200,515 at 6%; with 50% employer match about $200,515 at 4% or $133,677 at 6%; with 100% employer match about $150,386 at 4% or $100,258 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-12$1,061,763$144,371$12,031iApproximate average salary by contribution assumption: employee only about $300,773 at 4% or $200,515 at 6%; with 50% employer match about $200,515 at 4% or $133,677 at 6%; with 100% employer match about $150,386 at 4% or $100,258 at 6%.
2020111$781,168$217,356$19,760iApproximate average salary by contribution assumption: employee only about $493,991 at 4% or $329,327 at 6%; with 50% employer match about $329,327 at 4% or $219,552 at 6%; with 100% employer match about $246,995 at 4% or $164,664 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-11$781,168$217,356$19,760iApproximate average salary by contribution assumption: employee only about $493,991 at 4% or $329,327 at 6%; with 50% employer match about $329,327 at 4% or $219,552 at 6%; with 100% employer match about $246,995 at 4% or $164,664 at 6%.
201919$510,803$90,079$10,009iApproximate average salary by contribution assumption: employee only about $250,219 at 4% or $166,813 at 6%; with 50% employer match about $166,813 at 4% or $111,209 at 6%; with 100% employer match about $125,110 at 4% or $83,406 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-9$510,803$90,079$10,009iApproximate average salary by contribution assumption: employee only about $250,219 at 4% or $166,813 at 6%; with 50% employer match about $166,813 at 4% or $111,209 at 6%; with 100% employer match about $125,110 at 4% or $83,406 at 6%.
201817$374,396$79,939$11,420iApproximate average salary by contribution assumption: employee only about $285,496 at 4% or $190,331 at 6%; with 50% employer match about $190,331 at 4% or $126,887 at 6%; with 100% employer match about $142,748 at 4% or $95,165 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-7$374,396$79,939$11,420iApproximate average salary by contribution assumption: employee only about $285,496 at 4% or $190,331 at 6%; with 50% employer match about $190,331 at 4% or $126,887 at 6%; with 100% employer match about $142,748 at 4% or $95,165 at 6%.
201717$338,457$79,877$11,411iApproximate average salary by contribution assumption: employee only about $285,275 at 4% or $190,183 at 6%; with 50% employer match about $190,183 at 4% or $126,789 at 6%; with 100% employer match about $142,638 at 4% or $95,092 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-7$338,457$79,877$11,411iApproximate average salary by contribution assumption: employee only about $285,275 at 4% or $190,183 at 6%; with 50% employer match about $190,183 at 4% or $126,789 at 6%; with 100% employer match about $142,638 at 4% or $95,092 at 6%.
201617$228,629$76,799$10,971iApproximate average salary by contribution assumption: employee only about $274,282 at 4% or $182,855 at 6%; with 50% employer match about $182,855 at 4% or $121,903 at 6%; with 100% employer match about $137,141 at 4% or $91,427 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-7$228,629$76,799$10,971iApproximate average salary by contribution assumption: employee only about $274,282 at 4% or $182,855 at 6%; with 50% employer match about $182,855 at 4% or $121,903 at 6%; with 100% employer match about $137,141 at 4% or $91,427 at 6%.
201516$134,277$75,776$12,629iApproximate average salary by contribution assumption: employee only about $315,733 at 4% or $210,489 at 6%; with 50% employer match about $210,489 at 4% or $140,326 at 6%; with 100% employer match about $157,867 at 4% or $105,244 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-6$134,277$75,776$12,629iApproximate average salary by contribution assumption: employee only about $315,733 at 4% or $210,489 at 6%; with 50% employer match about $210,489 at 4% or $140,326 at 6%; with 100% employer match about $157,867 at 4% or $105,244 at 6%.
201416$63,070$63,070$10,512iApproximate average salary by contribution assumption: employee only about $262,792 at 4% or $175,194 at 6%; with 50% employer match about $175,194 at 4% or $116,796 at 6%; with 100% employer match about $131,396 at 4% or $87,597 at 6%.
H. Derick Phan, D.D.S. Inc. Profit Sharing 401(K) Plan-6$63,070$63,070$10,512iApproximate average salary by contribution assumption: employee only about $262,792 at 4% or $175,194 at 6%; with 50% employer match about $175,194 at 4% or $116,796 at 6%; with 100% employer match about $131,396 at 4% or $87,597 at 6%.