T.Y. Steven Ip, M.D. Inc.
Plan context: T.Y. Steven Ip, M.D. 401(K) Plan
EIN 33-0865212 • Newport Beach, CA • 21 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$977,416
2025 Contributions
$19,516
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 | 1 | 7 | $977,416 | $19,516 | $2,788iApproximate average salary by contribution assumption: employee only about $69,700 at 4% or $46,467 at 6%; with 50% employer match about $46,467 at 4% or $30,978 at 6%; with 100% employer match about $34,850 at 4% or $23,233 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 7 | $977,416 | $19,516 | $2,788iApproximate average salary by contribution assumption: employee only about $69,700 at 4% or $46,467 at 6%; with 50% employer match about $46,467 at 4% or $30,978 at 6%; with 100% employer match about $34,850 at 4% or $23,233 at 6%. |
| 2024 | 2 | 7 | $3,458,169 | $100,685 | $14,384iApproximate average salary by contribution assumption: employee only about $359,589 at 4% or $239,726 at 6%; with 50% employer match about $239,726 at 4% or $159,817 at 6%; with 100% employer match about $179,795 at 4% or $119,863 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 7 | $2,637,467 | $10,185 | $1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 7 | $820,702 | $90,500 | $12,929iApproximate average salary by contribution assumption: employee only about $323,214 at 4% or $215,476 at 6%; with 50% employer match about $215,476 at 4% or $143,651 at 6%; with 100% employer match about $161,607 at 4% or $107,738 at 6%. |
| 2023 | 2 | 7 | $2,955,807 | $20,108 | $2,873iApproximate average salary by contribution assumption: employee only about $71,814 at 4% or $47,876 at 6%; with 50% employer match about $47,876 at 4% or $31,917 at 6%; with 100% employer match about $35,907 at 4% or $23,938 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 7 | $2,314,984 | $0 | - |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 6 | $640,823 | $20,108 | $3,351iApproximate average salary by contribution assumption: employee only about $83,783 at 4% or $55,856 at 6%; with 50% employer match about $55,856 at 4% or $37,237 at 6%; with 100% employer match about $41,892 at 4% or $27,928 at 6%. |
| 2022 | 2 | 6 | $2,511,593 | $177,000 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 6 | $1,973,108 | $150,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 5 | $538,485 | $27,000 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| 2021 | 2 | 6 | $2,771,913 | $90,739 | $15,123iApproximate average salary by contribution assumption: employee only about $378,079 at 4% or $252,053 at 6%; with 50% employer match about $252,053 at 4% or $168,035 at 6%; with 100% employer match about $189,040 at 4% or $126,026 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 6 | $2,164,621 | $0 | - |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 5 | $607,292 | $90,739 | $18,148iApproximate average salary by contribution assumption: employee only about $453,695 at 4% or $302,463 at 6%; with 50% employer match about $302,463 at 4% or $201,642 at 6%; with 100% employer match about $226,848 at 4% or $151,232 at 6%. |
| 2020 | 2 | 5 | $2,347,987 | $355,595 | $71,119iApproximate average salary by contribution assumption: employee only about $1,777,975 at 4% or $1,185,317 at 6%; with 50% employer match about $1,185,317 at 4% or $790,211 at 6%; with 100% employer match about $888,988 at 4% or $592,658 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $1,880,100 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 5 | $467,887 | $55,595 | $11,119iApproximate average salary by contribution assumption: employee only about $277,975 at 4% or $185,317 at 6%; with 50% employer match about $185,317 at 4% or $123,544 at 6%; with 100% employer match about $138,988 at 4% or $92,658 at 6%. |
| 2019 | 2 | 6 | $1,834,664 | $375,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 6 | $1,467,629 | $297,206 | $49,534iApproximate average salary by contribution assumption: employee only about $1,238,358 at 4% or $825,572 at 6%; with 50% employer match about $825,572 at 4% or $550,381 at 6%; with 100% employer match about $619,179 at 4% or $412,786 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 5 | $367,035 | $77,794 | $15,559iApproximate average salary by contribution assumption: employee only about $388,970 at 4% or $259,313 at 6%; with 50% employer match about $259,313 at 4% or $172,876 at 6%; with 100% employer match about $194,485 at 4% or $129,657 at 6%. |
| 2018 | 2 | 5 | $1,219,621 | $331,040 | $66,208iApproximate average salary by contribution assumption: employee only about $1,655,200 at 4% or $1,103,467 at 6%; with 50% employer match about $1,103,467 at 4% or $735,644 at 6%; with 100% employer match about $827,600 at 4% or $551,733 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $971,772 | $250,000 | $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%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 4 | $247,849 | $81,040 | $20,260iApproximate average salary by contribution assumption: employee only about $506,500 at 4% or $337,667 at 6%; with 50% employer match about $337,667 at 4% or $225,111 at 6%; with 100% employer match about $253,250 at 4% or $168,833 at 6%. |
| 2017 | 2 | 5 | $983,971 | $435,968 | $87,194iApproximate average salary by contribution assumption: employee only about $2,179,840 at 4% or $1,453,227 at 6%; with 50% employer match about $1,453,227 at 4% or $968,818 at 6%; with 100% employer match about $1,089,920 at 4% or $726,613 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $801,187 | $358,259 | $71,652iApproximate average salary by contribution assumption: employee only about $1,791,295 at 4% or $1,194,197 at 6%; with 50% employer match about $1,194,197 at 4% or $796,131 at 6%; with 100% employer match about $895,648 at 4% or $597,098 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 4 | $182,784 | $77,709 | $19,427iApproximate average salary by contribution assumption: employee only about $485,681 at 4% or $323,788 at 6%; with 50% employer match about $323,788 at 4% or $215,858 at 6%; with 100% employer match about $242,841 at 4% or $161,894 at 6%. |
| 2016 | 2 | 4 | $469,327 | $242,866 | $60,717iApproximate average salary by contribution assumption: employee only about $1,517,913 at 4% or $1,011,942 at 6%; with 50% employer match about $1,011,942 at 4% or $674,628 at 6%; with 100% employer match about $758,956 at 4% or $505,971 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $379,255 | $199,759 | $49,940iApproximate average salary by contribution assumption: employee only about $1,248,494 at 4% or $832,329 at 6%; with 50% employer match about $832,329 at 4% or $554,886 at 6%; with 100% employer match about $624,247 at 4% or $416,165 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 4 | $90,072 | $43,107 | $10,777iApproximate average salary by contribution assumption: employee only about $269,419 at 4% or $179,613 at 6%; with 50% employer match about $179,613 at 4% or $119,742 at 6%; with 100% employer match about $134,709 at 4% or $89,806 at 6%. |
| 2015 | 2 | 4 | $210,236 | $215,750 | $53,938iApproximate average salary by contribution assumption: employee only about $1,348,438 at 4% or $898,958 at 6%; with 50% employer match about $898,958 at 4% or $599,306 at 6%; with 100% employer match about $674,219 at 4% or $449,479 at 6%. |
| T.Y. Steven Ip, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $165,267 | $170,781 | $42,695iApproximate average salary by contribution assumption: employee only about $1,067,381 at 4% or $711,588 at 6%; with 50% employer match about $711,588 at 4% or $474,392 at 6%; with 100% employer match about $533,691 at 4% or $355,794 at 6%. |
| T.Y. Steven Ip, M.D. 401(K) Plan | - | 4 | $44,969 | $44,969 | $11,242iApproximate average salary by contribution assumption: employee only about $281,056 at 4% or $187,371 at 6%; with 50% employer match about $187,371 at 4% or $124,914 at 6%; with 100% employer match about $140,528 at 4% or $93,685 at 6%. |