Civic Intelligence

Thomas Phan, D.D.S. Inc.

Plan context: THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

EIN 26-3808292 • San Jose, CA • 29 filings • 5 plans

2664 Berryessa RoadSuite 106San Jose, CA 95132
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$7,397,096

2024 Contributions

$326,292

Historical Graphs

Total Assets Over Time

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

$7,397,096$3,698,548$0201020172024YearValue
$7,397,096Latest year 2024

Participants Over Time

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

20100201020172024YearValue
20Latest 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
2024220$7,397,096$326,292$16,315iApproximate average salary by contribution assumption: employee only about $407,865 at 4% or $271,910 at 6%; with 50% employer match about $271,910 at 4% or $181,273 at 6%; with 100% employer match about $203,933 at 4% or $135,955 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-10$5,824,025$222,200$22,220iApproximate average salary by contribution assumption: employee only about $555,500 at 4% or $370,333 at 6%; with 50% employer match about $370,333 at 4% or $246,889 at 6%; with 100% employer match about $277,750 at 4% or $185,167 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-20$1,573,071$104,092$5,205iApproximate average salary by contribution assumption: employee only about $130,115 at 4% or $86,743 at 6%; with 50% employer match about $86,743 at 4% or $57,829 at 6%; with 100% employer match about $65,058 at 4% or $43,372 at 6%.
2023219$5,937,065$446,000$23,474iApproximate average salary by contribution assumption: employee only about $586,842 at 4% or $391,228 at 6%; with 50% employer match about $391,228 at 4% or $260,819 at 6%; with 100% employer match about $293,421 at 4% or $195,614 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-10$4,621,263$350,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-19$1,315,802$96,000$5,053iApproximate average salary by contribution assumption: employee only about $126,316 at 4% or $84,211 at 6%; with 50% employer match about $84,211 at 4% or $56,140 at 6%; with 100% employer match about $63,158 at 4% or $42,105 at 6%.
2022216$4,655,054$424,051$26,503iApproximate average salary by contribution assumption: employee only about $662,580 at 4% or $441,720 at 6%; with 50% employer match about $441,720 at 4% or $294,480 at 6%; with 100% employer match about $331,290 at 4% or $220,860 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-12$3,603,893$350,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-16$1,051,161$74,051$4,628iApproximate average salary by contribution assumption: employee only about $115,705 at 4% or $77,136 at 6%; with 50% employer match about $77,136 at 4% or $51,424 at 6%; with 100% employer match about $57,852 at 4% or $38,568 at 6%.
2021214$5,075,000$451,612$32,258iApproximate average salary by contribution assumption: employee only about $806,450 at 4% or $537,633 at 6%; with 50% employer match about $537,633 at 4% or $358,422 at 6%; with 100% employer match about $403,225 at 4% or $268,817 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-12$3,919,676$275,000$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-14$1,155,324$176,612$12,615iApproximate average salary by contribution assumption: employee only about $315,379 at 4% or $210,252 at 6%; with 50% employer match about $210,252 at 4% or $140,168 at 6%; with 100% employer match about $157,689 at 4% or $105,126 at 6%.
2020215$4,031,009$266,051$17,737iApproximate average salary by contribution assumption: employee only about $443,418 at 4% or $295,612 at 6%; with 50% employer match about $295,612 at 4% or $197,075 at 6%; with 100% employer match about $221,709 at 4% or $147,806 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-15$3,157,022$200,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-13$873,987$66,051$5,081iApproximate average salary by contribution assumption: employee only about $127,021 at 4% or $84,681 at 6%; with 50% employer match about $84,681 at 4% or $56,454 at 6%; with 100% employer match about $63,511 at 4% or $42,340 at 6%.
2019210$3,327,534$536,933$53,693iApproximate average salary by contribution assumption: employee only about $1,342,333 at 4% or $894,888 at 6%; with 50% employer match about $894,888 at 4% or $596,592 at 6%; with 100% employer match about $671,166 at 4% or $447,444 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-10$2,612,267$460,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-9$715,267$76,933$8,548iApproximate average salary by contribution assumption: employee only about $213,703 at 4% or $142,469 at 6%; with 50% employer match about $142,469 at 4% or $94,979 at 6%; with 100% employer match about $106,851 at 4% or $71,234 at 6%.
201829$2,390,635$546,221$60,691iApproximate average salary by contribution assumption: employee only about $1,517,281 at 4% or $1,011,520 at 6%; with 50% employer match about $1,011,520 at 4% or $674,347 at 6%; with 100% employer match about $758,640 at 4% or $505,760 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-9$1,852,752$460,000$51,111iApproximate average salary by contribution assumption: employee only about $1,277,778 at 4% or $851,852 at 6%; with 50% employer match about $851,852 at 4% or $567,901 at 6%; with 100% employer match about $638,889 at 4% or $425,926 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-9$537,883$86,221$9,580iApproximate average salary by contribution assumption: employee only about $239,503 at 4% or $159,669 at 6%; with 50% employer match about $159,669 at 4% or $106,446 at 6%; with 100% employer match about $119,751 at 4% or $79,834 at 6%.
201727$2,025,928$300,524$42,932iApproximate average salary by contribution assumption: employee only about $1,073,300 at 4% or $715,533 at 6%; with 50% employer match about $715,533 at 4% or $477,022 at 6%; with 100% employer match about $536,650 at 4% or $357,767 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7$1,540,131$210,000$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%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-7$485,797$90,524$12,932iApproximate average salary by contribution assumption: employee only about $323,300 at 4% or $215,533 at 6%; with 50% employer match about $215,533 at 4% or $143,689 at 6%; with 100% employer match about $161,650 at 4% or $107,767 at 6%.
201626$1,532,353$251,967$41,995iApproximate average salary by contribution assumption: employee only about $1,049,863 at 4% or $699,908 at 6%; with 50% employer match about $699,908 at 4% or $466,606 at 6%; with 100% employer match about $524,931 at 4% or $349,954 at 6%.
THOMAS PHAN, D. D. S. , INC. DEFINED BENEFIT PENSION PLAN-6$1,191,012$190,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-6$341,341$61,967$10,328iApproximate average salary by contribution assumption: employee only about $258,196 at 4% or $172,131 at 6%; with 50% employer match about $172,131 at 4% or $114,754 at 6%; with 100% employer match about $129,098 at 4% or $86,065 at 6%.
201526$1,180,797$188,990$31,498iApproximate average salary by contribution assumption: employee only about $787,458 at 4% or $524,972 at 6%; with 50% employer match about $524,972 at 4% or $349,981 at 6%; with 100% employer match about $393,729 at 4% or $262,486 at 6%.
THOMAS PHAN, D. D. S. , INC. DEFINED BENEFIT PENSION PLAN-6$922,450$130,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-6$258,347$58,990$9,832iApproximate average salary by contribution assumption: employee only about $245,792 at 4% or $163,861 at 6%; with 50% employer match about $163,861 at 4% or $109,241 at 6%; with 100% employer match about $122,896 at 4% or $81,931 at 6%.
201426$1,077,415$288,870$48,145iApproximate average salary by contribution assumption: employee only about $1,203,625 at 4% or $802,417 at 6%; with 50% employer match about $802,417 at 4% or $534,944 at 6%; with 100% employer match about $601,813 at 4% or $401,208 at 6%.
THOMAS PHAN, D. D. S. , INC. DEFINED BENEFIT PENSION PLAN-6$864,786$230,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-6$212,629$58,870$9,812iApproximate average salary by contribution assumption: employee only about $245,292 at 4% or $163,528 at 6%; with 50% employer match about $163,528 at 4% or $109,019 at 6%; with 100% employer match about $122,646 at 4% or $81,764 at 6%.
201324$771,049$255,559$63,890iApproximate average salary by contribution assumption: employee only about $1,597,244 at 4% or $1,064,829 at 6%; with 50% employer match about $1,064,829 at 4% or $709,886 at 6%; with 100% employer match about $798,622 at 4% or $532,415 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-4$618,958$200,000$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%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-4$152,091$55,559$13,890iApproximate average salary by contribution assumption: employee only about $347,244 at 4% or $231,496 at 6%; with 50% employer match about $231,496 at 4% or $154,331 at 6%; with 100% employer match about $173,622 at 4% or $115,748 at 6%.
201224$451,531$255,393$63,848iApproximate average salary by contribution assumption: employee only about $1,596,206 at 4% or $1,064,138 at 6%; with 50% employer match about $1,064,138 at 4% or $709,425 at 6%; with 100% employer match about $798,103 at 4% or $532,069 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-4$363,520$200,000$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%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-4$88,011$55,393$13,848iApproximate average salary by contribution assumption: employee only about $346,206 at 4% or $230,804 at 6%; with 50% employer match about $230,804 at 4% or $153,869 at 6%; with 100% employer match about $173,103 at 4% or $115,402 at 6%.
201123$181,170$104,323$34,774iApproximate average salary by contribution assumption: employee only about $869,358 at 4% or $579,572 at 6%; with 50% employer match about $579,572 at 4% or $386,381 at 6%; with 100% employer match about $434,679 at 4% or $289,786 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-3$151,761$75,000$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%.
Thomas Phan, D. D. S. Inc. 401(K) Profit Sharing Plan-3$29,409$29,323$9,774iApproximate average salary by contribution assumption: employee only about $244,358 at 4% or $162,906 at 6%; with 50% employer match about $162,906 at 4% or $108,604 at 6%; with 100% employer match about $122,179 at 4% or $81,453 at 6%.
201012$76,500$76,500$38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%.
THOMAS PHAN, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2$76,500$76,500$38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%.