James Chen, Dds, Ms Inc.
Plan context: JAMES CHEN, DDS, MS, INC. 401K PLAN
EIN 27-0427890 • Chino Hills, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
6
2016 Assets
$708,658
2016 Contributions
$20,835
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 6 | $708,658 | $20,835 | $3,473iApproximate average salary by contribution assumption: employee only about $86,813 at 4% or $57,875 at 6%; with 50% employer match about $57,875 at 4% or $38,583 at 6%; with 100% employer match about $43,406 at 4% or $28,938 at 6%. |
| JAMES CHEN, DDS, MS, INC. 401K PLAN | - | 6 | $708,658 | $20,835 | $3,473iApproximate average salary by contribution assumption: employee only about $86,813 at 4% or $57,875 at 6%; with 50% employer match about $57,875 at 4% or $38,583 at 6%; with 100% employer match about $43,406 at 4% or $28,938 at 6%. |
| 2015 | 2 | 2 | $660,706 | $556,830 | $278,415iApproximate average salary by contribution assumption: employee only about $6,960,375 at 4% or $4,640,250 at 6%; with 50% employer match about $4,640,250 at 4% or $3,093,500 at 6%; with 100% employer match about $3,480,188 at 4% or $2,320,125 at 6%. |
| JAMES CHEN, DDS, MS, INC. 401K PLAN | - | 2 | $660,706 | $556,830 | $278,415iApproximate average salary by contribution assumption: employee only about $6,960,375 at 4% or $4,640,250 at 6%; with 50% employer match about $4,640,250 at 4% or $3,093,500 at 6%; with 100% employer match about $3,480,188 at 4% or $2,320,125 at 6%. |
| James Chen, D.D.S., a Prof. Corp. Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2014 | 2 | 6 | $934,068 | $53,840 | $8,973iApproximate average salary by contribution assumption: employee only about $224,333 at 4% or $149,556 at 6%; with 50% employer match about $149,556 at 4% or $99,704 at 6%; with 100% employer match about $112,167 at 4% or $74,778 at 6%. |
| James Chen, D.D.S., a Prof. Corp. Defined Benefit Pension Plan | - | 6 | $828,514 | $0 | - |
| JAMES CHEN, DDS, MS, INC. 401K PLAN | - | 2 | $105,554 | $53,840 | $26,920iApproximate average salary by contribution assumption: employee only about $673,000 at 4% or $448,667 at 6%; with 50% employer match about $448,667 at 4% or $299,111 at 6%; with 100% employer match about $336,500 at 4% or $224,333 at 6%. |
| 2013 | 2 | 6 | $864,820 | $48,680 | $8,113iApproximate average salary by contribution assumption: employee only about $202,833 at 4% or $135,222 at 6%; with 50% employer match about $135,222 at 4% or $90,148 at 6%; with 100% employer match about $101,417 at 4% or $67,611 at 6%. |
| James Chen, D.D.S., a Prof. Corp. Defined Benefit Pension Plan | - | 6 | $816,140 | $0 | - |
| JAMES CHEN, DDS, MS, INC. 401K PLAN | - | 2 | $48,680 | $48,680 | $24,340iApproximate average salary by contribution assumption: employee only about $608,500 at 4% or $405,667 at 6%; with 50% employer match about $405,667 at 4% or $270,444 at 6%; with 100% employer match about $304,250 at 4% or $202,833 at 6%. |