Civic Intelligence

Catherine Chang

Plan context: Catherine Chang 401(K) Profit Sharing Plan & Trust

EIN 26-4140107 • Newport Beach, CA • 21 filings • 4 plans

1401 Avocado Ave Ste 710Newport Beach, CA 92660-7768
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$942,514

2025 Contributions

$13,561

Historical Graphs

Total Assets Over Time

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

$1,060,899$530,450$0201020182025YearValue
$942,514Latest year 2025

Participants Over Time

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

630201020182025YearValue
6Latest 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
202516$942,514$13,561$2,260iApproximate average salary by contribution assumption: employee only about $56,504 at 4% or $37,669 at 6%; with 50% employer match about $37,669 at 4% or $25,113 at 6%; with 100% employer match about $28,252 at 4% or $18,835 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-6$942,514$13,561$2,260iApproximate average salary by contribution assumption: employee only about $56,504 at 4% or $37,669 at 6%; with 50% employer match about $37,669 at 4% or $25,113 at 6%; with 100% employer match about $28,252 at 4% or $18,835 at 6%.
202416$812,853$13,072$2,179iApproximate average salary by contribution assumption: employee only about $54,467 at 4% or $36,311 at 6%; with 50% employer match about $36,311 at 4% or $24,207 at 6%; with 100% employer match about $27,233 at 4% or $18,156 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-6$812,853$13,072$2,179iApproximate average salary by contribution assumption: employee only about $54,467 at 4% or $36,311 at 6%; with 50% employer match about $36,311 at 4% or $24,207 at 6%; with 100% employer match about $27,233 at 4% or $18,156 at 6%.
202315$682,039$41,074$8,215iApproximate average salary by contribution assumption: employee only about $205,370 at 4% or $136,913 at 6%; with 50% employer match about $136,913 at 4% or $91,276 at 6%; with 100% employer match about $102,685 at 4% or $68,457 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-5$682,039$41,074$8,215iApproximate average salary by contribution assumption: employee only about $205,370 at 4% or $136,913 at 6%; with 50% employer match about $136,913 at 4% or $91,276 at 6%; with 100% employer match about $102,685 at 4% or $68,457 at 6%.
202215$534,886$62,015$12,403iApproximate average salary by contribution assumption: employee only about $310,075 at 4% or $206,717 at 6%; with 50% employer match about $206,717 at 4% or $137,811 at 6%; with 100% employer match about $155,038 at 4% or $103,358 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-5$534,886$62,015$12,403iApproximate average salary by contribution assumption: employee only about $310,075 at 4% or $206,717 at 6%; with 50% employer match about $206,717 at 4% or $137,811 at 6%; with 100% employer match about $155,038 at 4% or $103,358 at 6%.
202115$562,660$39,287$7,857iApproximate average salary by contribution assumption: employee only about $196,435 at 4% or $130,957 at 6%; with 50% employer match about $130,957 at 4% or $87,304 at 6%; with 100% employer match about $98,218 at 4% or $65,478 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-5$562,660$39,287$7,857iApproximate average salary by contribution assumption: employee only about $196,435 at 4% or $130,957 at 6%; with 50% employer match about $130,957 at 4% or $87,304 at 6%; with 100% employer match about $98,218 at 4% or $65,478 at 6%.
202026$452,984$80,757$13,460iApproximate average salary by contribution assumption: employee only about $336,488 at 4% or $224,325 at 6%; with 50% employer match about $224,325 at 4% or $149,550 at 6%; with 100% employer match about $168,244 at 4% or $112,163 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-6$452,984$80,757$13,460iApproximate average salary by contribution assumption: employee only about $336,488 at 4% or $224,325 at 6%; with 50% employer match about $224,325 at 4% or $149,550 at 6%; with 100% employer match about $168,244 at 4% or $112,163 at 6%.
CATHERINE CHANG, M.D. CASH BALANCE PENSION PLAN-0$0--
201926$1,060,899$79,392$13,232iApproximate average salary by contribution assumption: employee only about $330,800 at 4% or $220,533 at 6%; with 50% employer match about $220,533 at 4% or $147,022 at 6%; with 100% employer match about $165,400 at 4% or $110,267 at 6%.
CATHERINE CHANG, M.D. CASH BALANCE PENSION PLAN-4$761,717$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-6$299,182$29,392$4,899iApproximate average salary by contribution assumption: employee only about $122,467 at 4% or $81,644 at 6%; with 50% employer match about $81,644 at 4% or $54,430 at 6%; with 100% employer match about $61,233 at 4% or $40,822 at 6%.
201826$805,765$340,897$56,816iApproximate average salary by contribution assumption: employee only about $1,420,404 at 4% or $946,936 at 6%; with 50% employer match about $946,936 at 4% or $631,291 at 6%; with 100% employer match about $710,202 at 4% or $473,468 at 6%.
CATHERINE CHANG, M.D. CASH BALANCE PENSION PLAN-4$595,714$283,493$70,873iApproximate average salary by contribution assumption: employee only about $1,771,831 at 4% or $1,181,221 at 6%; with 50% employer match about $1,181,221 at 4% or $787,481 at 6%; with 100% employer match about $885,916 at 4% or $590,610 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-6$210,051$57,404$9,567iApproximate average salary by contribution assumption: employee only about $239,183 at 4% or $159,456 at 6%; with 50% employer match about $159,456 at 4% or $106,304 at 6%; with 100% employer match about $119,592 at 4% or $79,728 at 6%.
201726$486,701$201,541$33,590iApproximate average salary by contribution assumption: employee only about $839,754 at 4% or $559,836 at 6%; with 50% employer match about $559,836 at 4% or $373,224 at 6%; with 100% employer match about $419,877 at 4% or $279,918 at 6%.
CATHERINE CHANG, M.D. CASH BALANCE PENSION PLAN-3$329,709$152,396$50,799iApproximate average salary by contribution assumption: employee only about $1,269,967 at 4% or $846,644 at 6%; with 50% employer match about $846,644 at 4% or $564,430 at 6%; with 100% employer match about $634,983 at 4% or $423,322 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-6$156,992$49,145$8,191iApproximate average salary by contribution assumption: employee only about $204,771 at 4% or $136,514 at 6%; with 50% employer match about $136,514 at 4% or $91,009 at 6%; with 100% employer match about $102,385 at 4% or $68,257 at 6%.
201625$245,583$183,757$36,751iApproximate average salary by contribution assumption: employee only about $918,785 at 4% or $612,523 at 6%; with 50% employer match about $612,523 at 4% or $408,349 at 6%; with 100% employer match about $459,393 at 4% or $306,262 at 6%.
CATHERINE CHANG, M.D. CASH BALANCE PENSION PLAN-3$152,094$152,094$50,698iApproximate average salary by contribution assumption: employee only about $1,267,450 at 4% or $844,967 at 6%; with 50% employer match about $844,967 at 4% or $563,311 at 6%; with 100% employer match about $633,725 at 4% or $422,483 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-5$93,489$31,663$6,333iApproximate average salary by contribution assumption: employee only about $158,315 at 4% or $105,543 at 6%; with 50% employer match about $105,543 at 4% or $70,362 at 6%; with 100% employer match about $79,158 at 4% or $52,772 at 6%.
201514$58,801$7,334$1,834iApproximate average salary by contribution assumption: employee only about $45,838 at 4% or $30,558 at 6%; with 50% employer match about $30,558 at 4% or $20,372 at 6%; with 100% employer match about $22,919 at 4% or $15,279 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-4$58,801$7,334$1,834iApproximate average salary by contribution assumption: employee only about $45,838 at 4% or $30,558 at 6%; with 50% employer match about $30,558 at 4% or $20,372 at 6%; with 100% employer match about $22,919 at 4% or $15,279 at 6%.
201413$51,900$4,125$1,375iApproximate average salary by contribution assumption: employee only about $34,375 at 4% or $22,917 at 6%; with 50% employer match about $22,917 at 4% or $15,278 at 6%; with 100% employer match about $17,188 at 4% or $11,458 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-3$51,900$4,125$1,375iApproximate average salary by contribution assumption: employee only about $34,375 at 4% or $22,917 at 6%; with 50% employer match about $22,917 at 4% or $15,278 at 6%; with 100% employer match about $17,188 at 4% or $11,458 at 6%.
201313$44,964$3,483$1,161iApproximate average salary by contribution assumption: employee only about $29,025 at 4% or $19,350 at 6%; with 50% employer match about $19,350 at 4% or $12,900 at 6%; with 100% employer match about $14,513 at 4% or $9,675 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-3$44,964$3,483$1,161iApproximate average salary by contribution assumption: employee only about $29,025 at 4% or $19,350 at 6%; with 50% employer match about $19,350 at 4% or $12,900 at 6%; with 100% employer match about $14,513 at 4% or $9,675 at 6%.
201213$38,094$5,008$1,669iApproximate average salary by contribution assumption: employee only about $41,733 at 4% or $27,822 at 6%; with 50% employer match about $27,822 at 4% or $18,548 at 6%; with 100% employer match about $20,867 at 4% or $13,911 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-3$38,094$5,008$1,669iApproximate average salary by contribution assumption: employee only about $41,733 at 4% or $27,822 at 6%; with 50% employer match about $27,822 at 4% or $18,548 at 6%; with 100% employer match about $20,867 at 4% or $13,911 at 6%.
201113$29,943$9,660$3,220iApproximate average salary by contribution assumption: employee only about $80,500 at 4% or $53,667 at 6%; with 50% employer match about $53,667 at 4% or $35,778 at 6%; with 100% employer match about $40,250 at 4% or $26,833 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-3$29,943$9,660$3,220iApproximate average salary by contribution assumption: employee only about $80,500 at 4% or $53,667 at 6%; with 50% employer match about $53,667 at 4% or $35,778 at 6%; with 100% employer match about $40,250 at 4% or $26,833 at 6%.
201013$20,185$18,640$6,213iApproximate average salary by contribution assumption: employee only about $155,333 at 4% or $103,556 at 6%; with 50% employer match about $103,556 at 4% or $69,037 at 6%; with 100% employer match about $77,667 at 4% or $51,778 at 6%.
Catherine Chang 401(K) Profit Sharing Plan & Trust-3$20,185$18,640$6,213iApproximate average salary by contribution assumption: employee only about $155,333 at 4% or $103,556 at 6%; with 50% employer match about $103,556 at 4% or $69,037 at 6%; with 100% employer match about $77,667 at 4% or $51,778 at 6%.