HOA NGUYEN, M.D., INC.
Plan context: HOA NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN
EIN 33-0540908 • Westminster, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$4,941,093
2025 Contributions
$300,000
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 4 | $4,941,093 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| HOA NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN | - | 4 | $3,279,944 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $1,661,149 | $275,000 | $68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%. |
| 2024 | 2 | 4 | $4,484,068 | $316,060 | $79,015iApproximate average salary by contribution assumption: employee only about $1,975,375 at 4% or $1,316,917 at 6%; with 50% employer match about $1,316,917 at 4% or $877,944 at 6%; with 100% employer match about $987,688 at 4% or $658,458 at 6%. |
| HOA NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN | - | 4 | $2,895,048 | $40,900 | $10,225iApproximate average salary by contribution assumption: employee only about $255,625 at 4% or $170,417 at 6%; with 50% employer match about $170,417 at 4% or $113,611 at 6%; with 100% employer match about $127,813 at 4% or $85,208 at 6%. |
| HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $1,589,020 | $275,160 | $68,790iApproximate average salary by contribution assumption: employee only about $1,719,750 at 4% or $1,146,500 at 6%; with 50% employer match about $1,146,500 at 4% or $764,333 at 6%; with 100% employer match about $859,875 at 4% or $573,250 at 6%. |
| 2023 | 2 | 4 | $3,747,971 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| HOA NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN | - | 4 | $2,563,781 | $24,840 | $6,210iApproximate average salary by contribution assumption: employee only about $155,250 at 4% or $103,500 at 6%; with 50% employer match about $103,500 at 4% or $69,000 at 6%; with 100% employer match about $77,625 at 4% or $51,750 at 6%. |
| HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $1,184,190 | $275,160 | $68,790iApproximate average salary by contribution assumption: employee only about $1,719,750 at 4% or $1,146,500 at 6%; with 50% employer match about $1,146,500 at 4% or $764,333 at 6%; with 100% employer match about $859,875 at 4% or $573,250 at 6%. |
| 2022 | 2 | 4 | $3,017,840 | $226,760 | $56,690iApproximate average salary by contribution assumption: employee only about $1,417,250 at 4% or $944,833 at 6%; with 50% employer match about $944,833 at 4% or $629,889 at 6%; with 100% employer match about $708,625 at 4% or $472,417 at 6%. |
| HOA NGUYEN, M.D., INC. | - | 4 | $2,210,136 | $26,760 | $6,690iApproximate average salary by contribution assumption: employee only about $167,250 at 4% or $111,500 at 6%; with 50% employer match about $111,500 at 4% or $74,333 at 6%; with 100% employer match about $83,625 at 4% or $55,750 at 6%. |
| HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $807,704 | $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%. |
| 2021 | 2 | 4 | $3,248,825 | $223,400 | $55,850iApproximate average salary by contribution assumption: employee only about $1,396,250 at 4% or $930,833 at 6%; with 50% employer match about $930,833 at 4% or $620,556 at 6%; with 100% employer match about $698,125 at 4% or $465,417 at 6%. |
| HOA NGUYEN, M.D., INC. | - | 4 | $2,591,962 | $23,400 | $5,850iApproximate average salary by contribution assumption: employee only about $146,250 at 4% or $97,500 at 6%; with 50% employer match about $97,500 at 4% or $65,000 at 6%; with 100% employer match about $73,125 at 4% or $48,750 at 6%. |
| HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $656,863 | $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%. |
| 2020 | 2 | 4 | $2,719,332 | $256,240 | $64,060iApproximate average salary by contribution assumption: employee only about $1,601,500 at 4% or $1,067,667 at 6%; with 50% employer match about $1,067,667 at 4% or $711,778 at 6%; with 100% employer match about $800,750 at 4% or $533,833 at 6%. |
| HOA NGUYEN, M.D., INC. | - | 4 | $2,285,652 | $22,560 | $5,640iApproximate average salary by contribution assumption: employee only about $141,000 at 4% or $94,000 at 6%; with 50% employer match about $94,000 at 4% or $62,667 at 6%; with 100% employer match about $70,500 at 4% or $47,000 at 6%. |
| HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $433,680 | $233,680 | $58,420iApproximate average salary by contribution assumption: employee only about $1,460,500 at 4% or $973,667 at 6%; with 50% employer match about $973,667 at 4% or $649,111 at 6%; with 100% employer match about $730,250 at 4% or $486,833 at 6%. |
| 2019 | 2 | 4 | $2,257,220 | $223,760 | $55,940iApproximate average salary by contribution assumption: employee only about $1,398,500 at 4% or $932,333 at 6%; with 50% employer match about $932,333 at 4% or $621,556 at 6%; with 100% employer match about $699,250 at 4% or $466,167 at 6%. |
| HOA NGUYEN, M.D., INC. | - | 4 | $2,057,220 | $23,760 | $5,940iApproximate average salary by contribution assumption: employee only about $148,500 at 4% or $99,000 at 6%; with 50% employer match about $99,000 at 4% or $66,000 at 6%; with 100% employer match about $74,250 at 4% or $49,500 at 6%. |
| HOA NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $200,000 | $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%. |