Karen Y Sun MD Inc
Plan context: KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN
EIN 33-0759650 • Irvine, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2021
2021 Participants
8
2021 Assets
$336,689
2021 Contributions
$410
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $410 | - |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 0 | $0 | $410 | - |
| 2020 | 2 | 8 | $336,689 | $78,990 | $9,874iApproximate average salary by contribution assumption: employee only about $246,844 at 4% or $164,563 at 6%; with 50% employer match about $164,563 at 4% or $109,708 at 6%; with 100% employer match about $123,422 at 4% or $82,281 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 8 | $336,689 | $78,990 | $9,874iApproximate average salary by contribution assumption: employee only about $246,844 at 4% or $164,563 at 6%; with 50% employer match about $164,563 at 4% or $109,708 at 6%; with 100% employer match about $123,422 at 4% or $82,281 at 6%. |
| KAREN Y. SUN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 8 | $1,017,349 | $221,011 | $27,626iApproximate average salary by contribution assumption: employee only about $690,659 at 4% or $460,440 at 6%; with 50% employer match about $460,440 at 4% or $306,960 at 6%; with 100% employer match about $345,330 at 4% or $230,220 at 6%. |
| KAREN Y. SUN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $778,678 | $180,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 8 | $238,671 | $41,011 | $5,126iApproximate average salary by contribution assumption: employee only about $128,159 at 4% or $85,440 at 6%; with 50% employer match about $85,440 at 4% or $56,960 at 6%; with 100% employer match about $64,080 at 4% or $42,720 at 6%. |
| 2018 | 2 | 7 | $718,918 | $218,088 | $31,155iApproximate average salary by contribution assumption: employee only about $778,886 at 4% or $519,257 at 6%; with 50% employer match about $519,257 at 4% or $346,171 at 6%; with 100% employer match about $389,443 at 4% or $259,629 at 6%. |
| KAREN Y. SUN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $537,107 | $183,100 | $45,775iApproximate average salary by contribution assumption: employee only about $1,144,375 at 4% or $762,917 at 6%; with 50% employer match about $762,917 at 4% or $508,611 at 6%; with 100% employer match about $572,188 at 4% or $381,458 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 7 | $181,811 | $34,988 | $4,998iApproximate average salary by contribution assumption: employee only about $124,957 at 4% or $83,305 at 6%; with 50% employer match about $83,305 at 4% or $55,537 at 6%; with 100% employer match about $62,479 at 4% or $41,652 at 6%. |
| 2017 | 2 | 8 | $519,058 | $225,506 | $28,188iApproximate average salary by contribution assumption: employee only about $704,706 at 4% or $469,804 at 6%; with 50% employer match about $469,804 at 4% or $313,203 at 6%; with 100% employer match about $352,353 at 4% or $234,902 at 6%. |
| KAREN Y. SUN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $368,188 | $180,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 8 | $150,870 | $45,506 | $5,688iApproximate average salary by contribution assumption: employee only about $142,206 at 4% or $94,804 at 6%; with 50% employer match about $94,804 at 4% or $63,203 at 6%; with 100% employer match about $71,103 at 4% or $47,402 at 6%. |
| 2016 | 2 | 6 | $279,801 | $199,240 | $33,207iApproximate average salary by contribution assumption: employee only about $830,167 at 4% or $553,444 at 6%; with 50% employer match about $553,444 at 4% or $368,963 at 6%; with 100% employer match about $415,083 at 4% or $276,722 at 6%. |
| KAREN Y. SUN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $160,005 | $160,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 6 | $119,796 | $39,240 | $6,540iApproximate average salary by contribution assumption: employee only about $163,500 at 4% or $109,000 at 6%; with 50% employer match about $109,000 at 4% or $72,667 at 6%; with 100% employer match about $81,750 at 4% or $54,500 at 6%. |
| 2015 | 1 | 5 | $81,653 | $49,447 | $9,889iApproximate average salary by contribution assumption: employee only about $247,235 at 4% or $164,823 at 6%; with 50% employer match about $164,823 at 4% or $109,882 at 6%; with 100% employer match about $123,618 at 4% or $82,412 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 5 | $81,653 | $49,447 | $9,889iApproximate average salary by contribution assumption: employee only about $247,235 at 4% or $164,823 at 6%; with 50% employer match about $164,823 at 4% or $109,882 at 6%; with 100% employer match about $123,618 at 4% or $82,412 at 6%. |
| 2014 | 1 | 6 | $255,483 | $45,840 | $7,640iApproximate average salary by contribution assumption: employee only about $191,000 at 4% or $127,333 at 6%; with 50% employer match about $127,333 at 4% or $84,889 at 6%; with 100% employer match about $95,500 at 4% or $63,667 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 6 | $255,483 | $45,840 | $7,640iApproximate average salary by contribution assumption: employee only about $191,000 at 4% or $127,333 at 6%; with 50% employer match about $127,333 at 4% or $84,889 at 6%; with 100% employer match about $95,500 at 4% or $63,667 at 6%. |
| 2013 | 1 | 4 | $202,339 | $41,425 | $10,356iApproximate average salary by contribution assumption: employee only about $258,906 at 4% or $172,604 at 6%; with 50% employer match about $172,604 at 4% or $115,069 at 6%; with 100% employer match about $129,453 at 4% or $86,302 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 4 | $202,339 | $41,425 | $10,356iApproximate average salary by contribution assumption: employee only about $258,906 at 4% or $172,604 at 6%; with 50% employer match about $172,604 at 4% or $115,069 at 6%; with 100% employer match about $129,453 at 4% or $86,302 at 6%. |
| 2012 | 1 | 4 | $136,968 | $38,015 | $9,504iApproximate average salary by contribution assumption: employee only about $237,594 at 4% or $158,396 at 6%; with 50% employer match about $158,396 at 4% or $105,597 at 6%; with 100% employer match about $118,797 at 4% or $79,198 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 4 | $136,968 | $38,015 | $9,504iApproximate average salary by contribution assumption: employee only about $237,594 at 4% or $158,396 at 6%; with 50% employer match about $158,396 at 4% or $105,597 at 6%; with 100% employer match about $118,797 at 4% or $79,198 at 6%. |
| 2011 | 1 | 3 | $91,270 | $33,732 | $11,244iApproximate average salary by contribution assumption: employee only about $281,100 at 4% or $187,400 at 6%; with 50% employer match about $187,400 at 4% or $124,933 at 6%; with 100% employer match about $140,550 at 4% or $93,700 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 3 | $91,270 | $33,732 | $11,244iApproximate average salary by contribution assumption: employee only about $281,100 at 4% or $187,400 at 6%; with 50% employer match about $187,400 at 4% or $124,933 at 6%; with 100% employer match about $140,550 at 4% or $93,700 at 6%. |
| 2010 | 1 | 4 | $65,013 | $31,180 | $7,795iApproximate average salary by contribution assumption: employee only about $194,875 at 4% or $129,917 at 6%; with 50% employer match about $129,917 at 4% or $86,611 at 6%; with 100% employer match about $97,438 at 4% or $64,958 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 4 | $65,013 | $31,180 | $7,795iApproximate average salary by contribution assumption: employee only about $194,875 at 4% or $129,917 at 6%; with 50% employer match about $129,917 at 4% or $86,611 at 6%; with 100% employer match about $97,438 at 4% or $64,958 at 6%. |
| 2009 | 1 | 4 | $30,320 | $30,320 | $7,580iApproximate average salary by contribution assumption: employee only about $189,500 at 4% or $126,333 at 6%; with 50% employer match about $126,333 at 4% or $84,222 at 6%; with 100% employer match about $94,750 at 4% or $63,167 at 6%. |
| KAREN Y. SUN, M.D., INC., 401(K) SAFE HARBOR PROFIT SHARING PLAN | - | 4 | $30,320 | $30,320 | $7,580iApproximate average salary by contribution assumption: employee only about $189,500 at 4% or $126,333 at 6%; with 50% employer match about $126,333 at 4% or $84,222 at 6%; with 100% employer match about $94,750 at 4% or $63,167 at 6%. |
| 2005 | 1 | 0 | $0 | $0 | - |
| Karen Y Sun MD Inc Employees Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2004 | 1 | 2 | $209,886 | $23,765 | $11,883iApproximate average salary by contribution assumption: employee only about $297,063 at 4% or $198,042 at 6%; with 50% employer match about $198,042 at 4% or $132,028 at 6%; with 100% employer match about $148,531 at 4% or $99,021 at 6%. |
| Karen Y Sun MD Inc Employees Profit Sharing Plan and Trust | - | 2 | $209,886 | $23,765 | $11,883iApproximate average salary by contribution assumption: employee only about $297,063 at 4% or $198,042 at 6%; with 50% employer match about $198,042 at 4% or $132,028 at 6%; with 100% employer match about $148,531 at 4% or $99,021 at 6%. |
| 2003 | 1 | 2 | $168,743 | $21,250 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| Karen Y Sun MD Inc Employees Profit Sharing Plan and Trust | - | 2 | $168,743 | $21,250 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| 2002 | 2 | 1 | $0 | $0 | - |
| Karen Y Sun MD Inc Employees Profit Sharing Plan and Trust | - | 1 | - | - | - |
| KAREN Y SUN MD INC EMPLOYEES MONEY PURCHASE PENSION PLAN AND TRUST | - | 0 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| KAREN Y SUN MD INC EMPLOYEES MONEY PURCHASE PENSION PLAN AND TRUST | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Karen Y Sun MD Inc Employees Profit Sharing Plan and Trust | - | 2 | - | - | - |
| KAREN Y SUN MD INC EMPLOYEES MONEY PURCHASE PENSION PLAN AND TRUST | - | 2 | - | - | - |