Civic Intelligence

Josephine K. Chen, M.S., CCC LLC

Plan context: Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust

EIN 30-0004513 • Greenwich, CT • 21 filings • 3 plans

100 Melrose AvenueGreenwich, CT 06830
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$568,842

2022 Contributions

$1,957

Historical Graphs

Total Assets Over Time

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

$568,842$284,421$0200420132021YearValue
$568,842Latest year 2021

Participants Over Time

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

740200420132021YearValue
2Latest year 2021

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
202210$0$0-
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-0$0$0-
202112$568,842$1,957$979iApproximate average salary by contribution assumption: employee only about $24,463 at 4% or $16,308 at 6%; with 50% employer match about $16,308 at 4% or $10,872 at 6%; with 100% employer match about $12,231 at 4% or $8,154 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-2$568,842$1,957$979iApproximate average salary by contribution assumption: employee only about $24,463 at 4% or $16,308 at 6%; with 50% employer match about $16,308 at 4% or $10,872 at 6%; with 100% employer match about $12,231 at 4% or $8,154 at 6%.
202012$568,032$29,047$14,524iApproximate average salary by contribution assumption: employee only about $363,088 at 4% or $242,058 at 6%; with 50% employer match about $242,058 at 4% or $161,372 at 6%; with 100% employer match about $181,544 at 4% or $121,029 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-2$568,032$29,047$14,524iApproximate average salary by contribution assumption: employee only about $363,088 at 4% or $242,058 at 6%; with 50% employer match about $242,058 at 4% or $161,372 at 6%; with 100% employer match about $181,544 at 4% or $121,029 at 6%.
201913$521,058$29,045$9,682iApproximate average salary by contribution assumption: employee only about $242,042 at 4% or $161,361 at 6%; with 50% employer match about $161,361 at 4% or $107,574 at 6%; with 100% employer match about $121,021 at 4% or $80,681 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$521,058$29,045$9,682iApproximate average salary by contribution assumption: employee only about $242,042 at 4% or $161,361 at 6%; with 50% employer match about $161,361 at 4% or $107,574 at 6%; with 100% employer match about $121,021 at 4% or $80,681 at 6%.
201813$448,261$27,600$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$448,261$27,600$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
201713$455,807$30,549$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$455,807$30,549$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
201613$390,921$32,261$10,754iApproximate average salary by contribution assumption: employee only about $268,842 at 4% or $179,228 at 6%; with 50% employer match about $179,228 at 4% or $119,485 at 6%; with 100% employer match about $134,421 at 4% or $89,614 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$390,921$32,261$10,754iApproximate average salary by contribution assumption: employee only about $268,842 at 4% or $179,228 at 6%; with 50% employer match about $179,228 at 4% or $119,485 at 6%; with 100% employer match about $134,421 at 4% or $89,614 at 6%.
201513$340,425$31,407$10,469iApproximate average salary by contribution assumption: employee only about $261,725 at 4% or $174,483 at 6%; with 50% employer match about $174,483 at 4% or $116,322 at 6%; with 100% employer match about $130,863 at 4% or $87,242 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$340,425$31,407$10,469iApproximate average salary by contribution assumption: employee only about $261,725 at 4% or $174,483 at 6%; with 50% employer match about $174,483 at 4% or $116,322 at 6%; with 100% employer match about $130,863 at 4% or $87,242 at 6%.
201413$325,009$12,456$4,152iApproximate average salary by contribution assumption: employee only about $103,800 at 4% or $69,200 at 6%; with 50% employer match about $69,200 at 4% or $46,133 at 6%; with 100% employer match about $51,900 at 4% or $34,600 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$325,009$12,456$4,152iApproximate average salary by contribution assumption: employee only about $103,800 at 4% or $69,200 at 6%; with 50% employer match about $69,200 at 4% or $46,133 at 6%; with 100% employer match about $51,900 at 4% or $34,600 at 6%.
201315$322,548$24,723$4,945iApproximate average salary by contribution assumption: employee only about $123,615 at 4% or $82,410 at 6%; with 50% employer match about $82,410 at 4% or $54,940 at 6%; with 100% employer match about $61,808 at 4% or $41,205 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-5$322,548$24,723$4,945iApproximate average salary by contribution assumption: employee only about $123,615 at 4% or $82,410 at 6%; with 50% employer match about $82,410 at 4% or $54,940 at 6%; with 100% employer match about $61,808 at 4% or $41,205 at 6%.
201216$271,693$20,515$3,419iApproximate average salary by contribution assumption: employee only about $85,479 at 4% or $56,986 at 6%; with 50% employer match about $56,986 at 4% or $37,991 at 6%; with 100% employer match about $42,740 at 4% or $28,493 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-6$271,693$20,515$3,419iApproximate average salary by contribution assumption: employee only about $85,479 at 4% or $56,986 at 6%; with 50% employer match about $56,986 at 4% or $37,991 at 6%; with 100% employer match about $42,740 at 4% or $28,493 at 6%.
201115$232,783$25,280$5,056iApproximate average salary by contribution assumption: employee only about $126,400 at 4% or $84,267 at 6%; with 50% employer match about $84,267 at 4% or $56,178 at 6%; with 100% employer match about $63,200 at 4% or $42,133 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-5$232,783$25,280$5,056iApproximate average salary by contribution assumption: employee only about $126,400 at 4% or $84,267 at 6%; with 50% employer match about $84,267 at 4% or $56,178 at 6%; with 100% employer match about $63,200 at 4% or $42,133 at 6%.
201013$211,594$25,236$8,412iApproximate average salary by contribution assumption: employee only about $210,300 at 4% or $140,200 at 6%; with 50% employer match about $140,200 at 4% or $93,467 at 6%; with 100% employer match about $105,150 at 4% or $70,100 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$211,594$25,236$8,412iApproximate average salary by contribution assumption: employee only about $210,300 at 4% or $140,200 at 6%; with 50% employer match about $140,200 at 4% or $93,467 at 6%; with 100% employer match about $105,150 at 4% or $70,100 at 6%.
200913$166,028$29,490$9,830iApproximate average salary by contribution assumption: employee only about $245,750 at 4% or $163,833 at 6%; with 50% employer match about $163,833 at 4% or $109,222 at 6%; with 100% employer match about $122,875 at 4% or $81,917 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-3$166,028$29,490$9,830iApproximate average salary by contribution assumption: employee only about $245,750 at 4% or $163,833 at 6%; with 50% employer match about $163,833 at 4% or $109,222 at 6%; with 100% employer match about $122,875 at 4% or $81,917 at 6%.
200824$118,116$11,616$2,904iApproximate average salary by contribution assumption: employee only about $72,600 at 4% or $48,400 at 6%; with 50% employer match about $48,400 at 4% or $32,267 at 6%; with 100% employer match about $36,300 at 4% or $24,200 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-4$118,116$11,616$2,904iApproximate average salary by contribution assumption: employee only about $72,600 at 4% or $48,400 at 6%; with 50% employer match about $48,400 at 4% or $32,267 at 6%; with 100% employer match about $36,300 at 4% or $24,200 at 6%.
Josephine K Chen M S CCC LLC 401K Profit Sharing Plan & Trust-0---
200727$190,548$30,534$4,362iApproximate average salary by contribution assumption: employee only about $109,050 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%.
Josephine K Chen M S CCC LLC 401K Profit Sharing Plan & Trust-7$190,548$30,534$4,362iApproximate average salary by contribution assumption: employee only about $109,050 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%.
Josephine K. Chen, M.S., CCC LLC Incentive Savings Trust-4---
200614$157,072$46,199$11,550iApproximate average salary by contribution assumption: employee only about $288,744 at 4% or $192,496 at 6%; with 50% employer match about $192,496 at 4% or $128,331 at 6%; with 100% employer match about $144,372 at 4% or $96,248 at 6%.
Josephine K Chen M S CCC LLC 401K Profit Sharing Plan & Trust-4$157,072$46,199$11,550iApproximate average salary by contribution assumption: employee only about $288,744 at 4% or $192,496 at 6%; with 50% employer match about $192,496 at 4% or $128,331 at 6%; with 100% employer match about $144,372 at 4% or $96,248 at 6%.
200516$115,043$48,557$8,093iApproximate average salary by contribution assumption: employee only about $202,321 at 4% or $134,881 at 6%; with 50% employer match about $134,881 at 4% or $89,920 at 6%; with 100% employer match about $101,160 at 4% or $67,440 at 6%.
Josephine K Chen M S CCC LLC 401K Profit Sharing Plan & Trust-6$115,043$48,557$8,093iApproximate average salary by contribution assumption: employee only about $202,321 at 4% or $134,881 at 6%; with 50% employer match about $134,881 at 4% or $89,920 at 6%; with 100% employer match about $101,160 at 4% or $67,440 at 6%.
200415$60,656$59,365$11,873iApproximate average salary by contribution assumption: employee only about $296,825 at 4% or $197,883 at 6%; with 50% employer match about $197,883 at 4% or $131,922 at 6%; with 100% employer match about $148,413 at 4% or $98,942 at 6%.
Josephine K Chen M S CCC LLC 401K Profit Sharing Plan & Trust-5$60,656$59,365$11,873iApproximate average salary by contribution assumption: employee only about $296,825 at 4% or $197,883 at 6%; with 50% employer match about $197,883 at 4% or $131,922 at 6%; with 100% employer match about $148,413 at 4% or $98,942 at 6%.