Civic Intelligence

William Chen MD PC

Plan context: WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN

EIN 33-0199033 • Irvine, CA • 30 filings • 3 plans

18 EndeavorSuite 305Irvine, CA 92618
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$16,060,638

2023 Contributions

$6,844

Historical Graphs

Total Assets Over Time

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

$20,243,742$10,121,871$0199920152022YearValue
$16,060,638Latest year 2022

Participants Over Time

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

420199920122022YearValue
3Latest year 2022

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
202310$0$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-0$0$0-
202213$16,060,638$6,844$2,281iApproximate average salary by contribution assumption: employee only about $57,033 at 4% or $38,022 at 6%; with 50% employer match about $38,022 at 4% or $25,348 at 6%; with 100% employer match about $28,517 at 4% or $19,011 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3$16,060,638$6,844$2,281iApproximate average salary by contribution assumption: employee only about $57,033 at 4% or $38,022 at 6%; with 50% employer match about $38,022 at 4% or $25,348 at 6%; with 100% employer match about $28,517 at 4% or $19,011 at 6%.
202113$20,243,742$8,293$2,764iApproximate average salary by contribution assumption: employee only about $69,108 at 4% or $46,072 at 6%; with 50% employer match about $46,072 at 4% or $30,715 at 6%; with 100% employer match about $34,554 at 4% or $23,036 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3$20,243,742$8,293$2,764iApproximate average salary by contribution assumption: employee only about $69,108 at 4% or $46,072 at 6%; with 50% employer match about $46,072 at 4% or $30,715 at 6%; with 100% employer match about $34,554 at 4% or $23,036 at 6%.
202013$15,487,518$7,843$2,614iApproximate average salary by contribution assumption: employee only about $65,358 at 4% or $43,572 at 6%; with 50% employer match about $43,572 at 4% or $29,048 at 6%; with 100% employer match about $32,679 at 4% or $21,786 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3$15,487,518$7,843$2,614iApproximate average salary by contribution assumption: employee only about $65,358 at 4% or $43,572 at 6%; with 50% employer match about $43,572 at 4% or $29,048 at 6%; with 100% employer match about $32,679 at 4% or $21,786 at 6%.
201914$10,363,677$14,069$3,517iApproximate average salary by contribution assumption: employee only about $87,931 at 4% or $58,621 at 6%; with 50% employer match about $58,621 at 4% or $39,081 at 6%; with 100% employer match about $43,966 at 4% or $29,310 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-4$10,363,677$14,069$3,517iApproximate average salary by contribution assumption: employee only about $87,931 at 4% or $58,621 at 6%; with 50% employer match about $58,621 at 4% or $39,081 at 6%; with 100% employer match about $43,966 at 4% or $29,310 at 6%.
201813$7,308,018$18,011$6,004iApproximate average salary by contribution assumption: employee only about $150,092 at 4% or $100,061 at 6%; with 50% employer match about $100,061 at 4% or $66,707 at 6%; with 100% employer match about $75,046 at 4% or $50,031 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3$7,308,018$18,011$6,004iApproximate average salary by contribution assumption: employee only about $150,092 at 4% or $100,061 at 6%; with 50% employer match about $100,061 at 4% or $66,707 at 6%; with 100% employer match about $75,046 at 4% or $50,031 at 6%.
201714$8,151,217$17,426$4,357iApproximate average salary by contribution assumption: employee only about $108,913 at 4% or $72,608 at 6%; with 50% employer match about $72,608 at 4% or $48,406 at 6%; with 100% employer match about $54,456 at 4% or $36,304 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-4$8,151,217$17,426$4,357iApproximate average salary by contribution assumption: employee only about $108,913 at 4% or $72,608 at 6%; with 50% employer match about $72,608 at 4% or $48,406 at 6%; with 100% employer match about $54,456 at 4% or $36,304 at 6%.
201614$5,858,371$58,909$14,727iApproximate average salary by contribution assumption: employee only about $368,181 at 4% or $245,454 at 6%; with 50% employer match about $245,454 at 4% or $163,636 at 6%; with 100% employer match about $184,091 at 4% or $122,727 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-4$5,858,371$58,909$14,727iApproximate average salary by contribution assumption: employee only about $368,181 at 4% or $245,454 at 6%; with 50% employer match about $245,454 at 4% or $163,636 at 6%; with 100% employer match about $184,091 at 4% or $122,727 at 6%.
201514$5,169,405$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-4$5,169,405$0-
201413$5,178,702$42,845$14,282iApproximate average salary by contribution assumption: employee only about $357,042 at 4% or $238,028 at 6%; with 50% employer match about $238,028 at 4% or $158,685 at 6%; with 100% employer match about $178,521 at 4% or $119,014 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3$5,178,702$42,845$14,282iApproximate average salary by contribution assumption: employee only about $357,042 at 4% or $238,028 at 6%; with 50% employer match about $238,028 at 4% or $158,685 at 6%; with 100% employer match about $178,521 at 4% or $119,014 at 6%.
201313$3,750,180$26,250$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3$3,750,180$26,250$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201212$3,463,191$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-2$3,463,191$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201112$3,137,075$29,700$14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-2$3,137,075$29,700$14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%.
201013$2,514,693$50,500$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3$2,514,693$50,500$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
200910$0$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-----
200712$0$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-2---
200613$0$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3---
200513$0$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3---
200413$0$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3---
200333$0$0-
WILLIAM CHEN, M.D., INC. PROFIT SHARING PLAN-3---
William Chen PC Money Purchase Plan-0---
William Chen PC Profit Sharing Plan-0---
200223$1,010,866$44,272$14,757iApproximate average salary by contribution assumption: employee only about $368,933 at 4% or $245,956 at 6%; with 50% employer match about $245,956 at 4% or $163,970 at 6%; with 100% employer match about $184,467 at 4% or $122,978 at 6%.
William Chen PC Profit Sharing Plan-3$677,126$33,204$11,068iApproximate average salary by contribution assumption: employee only about $276,700 at 4% or $184,467 at 6%; with 50% employer match about $184,467 at 4% or $122,978 at 6%; with 100% employer match about $138,350 at 4% or $92,233 at 6%.
William Chen PC Money Purchase Plan-3$333,740$11,068$3,689iApproximate average salary by contribution assumption: employee only about $92,233 at 4% or $61,489 at 6%; with 50% employer match about $61,489 at 4% or $40,993 at 6%; with 100% employer match about $46,117 at 4% or $30,744 at 6%.
200123$0$0-
William Chen PC Profit Sharing Plan-3---
William Chen PC Money Purchase Plan-3---
200023$1,263,233$41,824$13,941iApproximate average salary by contribution assumption: employee only about $348,533 at 4% or $232,356 at 6%; with 50% employer match about $232,356 at 4% or $154,904 at 6%; with 100% employer match about $174,267 at 4% or $116,178 at 6%.
William Chen PC Profit Sharing Plan-3$828,720$31,368$10,456iApproximate average salary by contribution assumption: employee only about $261,400 at 4% or $174,267 at 6%; with 50% employer match about $174,267 at 4% or $116,178 at 6%; with 100% employer match about $130,700 at 4% or $87,133 at 6%.
William Chen PC Money Purchase Plan-3$434,513$10,456$3,485iApproximate average salary by contribution assumption: employee only about $87,133 at 4% or $58,089 at 6%; with 50% employer match about $58,089 at 4% or $38,726 at 6%; with 100% employer match about $43,567 at 4% or $29,044 at 6%.
199922$1,586,609$32,289$16,145iApproximate average salary by contribution assumption: employee only about $403,613 at 4% or $269,075 at 6%; with 50% employer match about $269,075 at 4% or $179,383 at 6%; with 100% employer match about $201,806 at 4% or $134,538 at 6%.
William Chen PC Profit Sharing Plan-2$937,728$23,717$11,859iApproximate average salary by contribution assumption: employee only about $296,463 at 4% or $197,642 at 6%; with 50% employer match about $197,642 at 4% or $131,761 at 6%; with 100% employer match about $148,231 at 4% or $98,821 at 6%.
William Chen PC Money Purchase Plan-2$648,881$8,572$4,286iApproximate average salary by contribution assumption: employee only about $107,150 at 4% or $71,433 at 6%; with 50% employer match about $71,433 at 4% or $47,622 at 6%; with 100% employer match about $53,575 at 4% or $35,717 at 6%.