Civic Intelligence

Neal J. Chu, D.D.S.

Plan context: Neal J. Chu, D.D.S. 401(K) Plan

EIN 33-0667958 • Carlsbad, CA • 15 filings • 5 plans

7040 Avenida Encinas, Ste 102Carlsbad, CA 92011
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$679,398

2014 Contributions

$35,823

Historical Graphs

Total Assets Over Time

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

$679,398$339,699$0199920092014YearValue
$679,398Latest year 2014

Participants Over Time

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

740199920072014YearValue
7Latest year 2014

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
201417$679,398$35,823$5,118iApproximate average salary by contribution assumption: employee only about $127,939 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,646 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-7$679,398$35,823$5,118iApproximate average salary by contribution assumption: employee only about $127,939 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,646 at 6%.
201316$617,015$34,636$5,773iApproximate average salary by contribution assumption: employee only about $144,317 at 4% or $96,211 at 6%; with 50% employer match about $96,211 at 4% or $64,141 at 6%; with 100% employer match about $72,158 at 4% or $48,106 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-6$617,015$34,636$5,773iApproximate average salary by contribution assumption: employee only about $144,317 at 4% or $96,211 at 6%; with 50% employer match about $96,211 at 4% or $64,141 at 6%; with 100% employer match about $72,158 at 4% or $48,106 at 6%.
201214$524,705$35,001$8,750iApproximate average salary by contribution assumption: employee only about $218,756 at 4% or $145,838 at 6%; with 50% employer match about $145,838 at 4% or $97,225 at 6%; with 100% employer match about $109,378 at 4% or $72,919 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-4$524,705$35,001$8,750iApproximate average salary by contribution assumption: employee only about $218,756 at 4% or $145,838 at 6%; with 50% employer match about $145,838 at 4% or $97,225 at 6%; with 100% employer match about $109,378 at 4% or $72,919 at 6%.
201115$459,244$33,842$6,768iApproximate average salary by contribution assumption: employee only about $169,210 at 4% or $112,807 at 6%; with 50% employer match about $112,807 at 4% or $75,204 at 6%; with 100% employer match about $84,605 at 4% or $56,403 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-5$459,244$33,842$6,768iApproximate average salary by contribution assumption: employee only about $169,210 at 4% or $112,807 at 6%; with 50% employer match about $112,807 at 4% or $75,204 at 6%; with 100% employer match about $84,605 at 4% or $56,403 at 6%.
201016$419,899$37,953$6,326iApproximate average salary by contribution assumption: employee only about $158,138 at 4% or $105,425 at 6%; with 50% employer match about $105,425 at 4% or $70,283 at 6%; with 100% employer match about $79,069 at 4% or $52,713 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-6$419,899$37,953$6,326iApproximate average salary by contribution assumption: employee only about $158,138 at 4% or $105,425 at 6%; with 50% employer match about $105,425 at 4% or $70,283 at 6%; with 100% employer match about $79,069 at 4% or $52,713 at 6%.
200917$361,615$25,300$3,614iApproximate average salary by contribution assumption: employee only about $90,357 at 4% or $60,238 at 6%; with 50% employer match about $60,238 at 4% or $40,159 at 6%; with 100% employer match about $45,179 at 4% or $30,119 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-7$361,615$25,300$3,614iApproximate average salary by contribution assumption: employee only about $90,357 at 4% or $60,238 at 6%; with 50% employer match about $60,238 at 4% or $40,159 at 6%; with 100% employer match about $45,179 at 4% or $30,119 at 6%.
200815$0$0-
Neal J. Chu, D.D.S. 401(K) Plan-5---
200714$0$0-
Neal J. Chu, D.D.S. 401(K) Plan-4---
200615$242,317$18,200$3,640iApproximate average salary by contribution assumption: employee only about $91,000 at 4% or $60,667 at 6%; with 50% employer match about $60,667 at 4% or $40,444 at 6%; with 100% employer match about $45,500 at 4% or $30,333 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-5$242,317$18,200$3,640iApproximate average salary by contribution assumption: employee only about $91,000 at 4% or $60,667 at 6%; with 50% employer match about $60,667 at 4% or $40,444 at 6%; with 100% employer match about $45,500 at 4% or $30,333 at 6%.
200514$211,348$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-4$211,348$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200413$203,601$28,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-3$203,601$28,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
200313$169,172$41,703$13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-3$169,172$41,703$13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%.
200214$110,896$36,931$9,233iApproximate average salary by contribution assumption: employee only about $230,819 at 4% or $153,879 at 6%; with 50% employer match about $153,879 at 4% or $102,586 at 6%; with 100% employer match about $115,409 at 4% or $76,940 at 6%.
Neal J. Chu, D.D.S. 401(K) Plan-4$110,896$36,931$9,233iApproximate average salary by contribution assumption: employee only about $230,819 at 4% or $153,879 at 6%; with 50% employer match about $153,879 at 4% or $102,586 at 6%; with 100% employer match about $115,409 at 4% or $76,940 at 6%.
200114$0$0-
Neal J. Chu, D.D.S. 401(K) Plan-4---
199912$58,801$20,927$10,464iApproximate average salary by contribution assumption: employee only about $261,588 at 4% or $174,392 at 6%; with 50% employer match about $174,392 at 4% or $116,261 at 6%; with 100% employer match about $130,794 at 4% or $87,196 at 6%.
Neal J. Chu, D.D.S. Profit Sharing Plan-2$58,801$20,927$10,464iApproximate average salary by contribution assumption: employee only about $261,588 at 4% or $174,392 at 6%; with 50% employer match about $174,392 at 4% or $116,261 at 6%; with 100% employer match about $130,794 at 4% or $87,196 at 6%.