Civic Intelligence

Chelsea Liu, Dds Inc.

Plan context: Chelsea Liu, Dds Inc. 401(K) Plan

EIN 33-0923644 • Poway, CA • 16 filings • 5 plans

12378 Poway Rd Ste BPoway, CA 92064-4242
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$283,753

2023 Contributions

$30,750

Historical Graphs

Total Assets Over Time

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

$1,030,574$515,287$0200620192023YearValue
$283,753Latest year 2023

Participants Over Time

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

950200620112023YearValue
2Latest year 2023

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
202312$283,753$30,750$15,375iApproximate average salary by contribution assumption: employee only about $384,375 at 4% or $256,250 at 6%; with 50% employer match about $256,250 at 4% or $170,833 at 6%; with 100% employer match about $192,188 at 4% or $128,125 at 6%.
Chelsea Liu, Dds Inc. 401(K) Plan-2$283,753$30,750$15,375iApproximate average salary by contribution assumption: employee only about $384,375 at 4% or $256,250 at 6%; with 50% employer match about $256,250 at 4% or $170,833 at 6%; with 100% employer match about $192,188 at 4% or $128,125 at 6%.
202222$1,006,931$180,127$90,064iApproximate average salary by contribution assumption: employee only about $2,251,588 at 4% or $1,501,058 at 6%; with 50% employer match about $1,501,058 at 4% or $1,000,706 at 6%; with 100% employer match about $1,125,794 at 4% or $750,529 at 6%.
CHELSEA LIU, DDS, INC. DEFINED BENEFIT PENSION PLAN-1$794,399$150,654$150,654iApproximate average salary by contribution assumption: employee only about $3,766,350 at 4% or $2,510,900 at 6%; with 50% employer match about $2,510,900 at 4% or $1,673,933 at 6%; with 100% employer match about $1,883,175 at 4% or $1,255,450 at 6%.
Chelsea Liu, Dds Inc. 401(K) Plan-2$212,532$29,473$14,737iApproximate average salary by contribution assumption: employee only about $368,413 at 4% or $245,608 at 6%; with 50% employer match about $245,608 at 4% or $163,739 at 6%; with 100% employer match about $184,206 at 4% or $122,804 at 6%.
202122$1,030,574$162,390$81,195iApproximate average salary by contribution assumption: employee only about $2,029,875 at 4% or $1,353,250 at 6%; with 50% employer match about $1,353,250 at 4% or $902,167 at 6%; with 100% employer match about $1,014,938 at 4% or $676,625 at 6%.
CHELSEA LIU, DDS, INC. DEFINED BENEFIT PENSION PLAN-1$814,447$135,540$135,540iApproximate average salary by contribution assumption: employee only about $3,388,500 at 4% or $2,259,000 at 6%; with 50% employer match about $2,259,000 at 4% or $1,506,000 at 6%; with 100% employer match about $1,694,250 at 4% or $1,129,500 at 6%.
Chelsea Liu, Dds Inc. 401(K) Plan-2$216,127$26,850$13,425iApproximate average salary by contribution assumption: employee only about $335,625 at 4% or $223,750 at 6%; with 50% employer match about $223,750 at 4% or $149,167 at 6%; with 100% employer match about $167,813 at 4% or $111,875 at 6%.
202022$791,013$141,023$70,512iApproximate average salary by contribution assumption: employee only about $1,762,788 at 4% or $1,175,192 at 6%; with 50% employer match about $1,175,192 at 4% or $783,461 at 6%; with 100% employer match about $881,394 at 4% or $587,596 at 6%.
CHELSEA LIU, DDS, INC. DEFINED BENEFIT PENSION PLAN-1$632,972$120,720$120,720iApproximate average salary by contribution assumption: employee only about $3,018,000 at 4% or $2,012,000 at 6%; with 50% employer match about $2,012,000 at 4% or $1,341,333 at 6%; with 100% employer match about $1,509,000 at 4% or $1,006,000 at 6%.
Chelsea Liu, Dds Inc. 401(K) Plan-2$158,041$20,303$10,152iApproximate average salary by contribution assumption: employee only about $253,788 at 4% or $169,192 at 6%; with 50% employer match about $169,192 at 4% or $112,794 at 6%; with 100% employer match about $126,894 at 4% or $84,596 at 6%.
201922$636,174$145,063$72,532iApproximate average salary by contribution assumption: employee only about $1,813,288 at 4% or $1,208,858 at 6%; with 50% employer match about $1,208,858 at 4% or $805,906 at 6%; with 100% employer match about $906,644 at 4% or $604,429 at 6%.
CHELSEA LIU, DDS, INC. DEFINED BENEFIT PENSION PLAN-1$511,471$123,727$123,727iApproximate average salary by contribution assumption: employee only about $3,093,175 at 4% or $2,062,117 at 6%; with 50% employer match about $2,062,117 at 4% or $1,374,744 at 6%; with 100% employer match about $1,546,588 at 4% or $1,031,058 at 6%.
Chelsea Liu, Dds Inc. 401(K) Plan-2$124,703$21,336$10,668iApproximate average salary by contribution assumption: employee only about $266,700 at 4% or $177,800 at 6%; with 50% employer match about $177,800 at 4% or $118,533 at 6%; with 100% employer match about $133,350 at 4% or $88,900 at 6%.
201210$0$17,133-
POWAY FAMILY DENTAL CENTER401(K) PROFIT SHARING PLAN-0$0$17,133-
201118$423,795$74,281$9,285iApproximate average salary by contribution assumption: employee only about $232,128 at 4% or $154,752 at 6%; with 50% employer match about $154,752 at 4% or $103,168 at 6%; with 100% employer match about $116,064 at 4% or $77,376 at 6%.
POWAY FAMILY DENTAL CENTER401(K) PROFIT SHARING PLAN-8$423,795$74,281$9,285iApproximate average salary by contribution assumption: employee only about $232,128 at 4% or $154,752 at 6%; with 50% employer match about $154,752 at 4% or $103,168 at 6%; with 100% employer match about $116,064 at 4% or $77,376 at 6%.
201019$344,057$75,492$8,388iApproximate average salary by contribution assumption: employee only about $209,700 at 4% or $139,800 at 6%; with 50% employer match about $139,800 at 4% or $93,200 at 6%; with 100% employer match about $104,850 at 4% or $69,900 at 6%.
POWAY FAMILY DENTAL CENTER401(K) PROFIT SHARING PLAN-9$344,057$75,492$8,388iApproximate average salary by contribution assumption: employee only about $209,700 at 4% or $139,800 at 6%; with 50% employer match about $139,800 at 4% or $93,200 at 6%; with 100% employer match about $104,850 at 4% or $69,900 at 6%.
200918$248,018$64,184$8,023iApproximate average salary by contribution assumption: employee only about $200,575 at 4% or $133,717 at 6%; with 50% employer match about $133,717 at 4% or $89,144 at 6%; with 100% employer match about $100,288 at 4% or $66,858 at 6%.
POWAY FAMILY DENTAL CENTER401(K) PROFIT SHARING PLAN-8$248,018$64,184$8,023iApproximate average salary by contribution assumption: employee only about $200,575 at 4% or $133,717 at 6%; with 50% employer match about $133,717 at 4% or $89,144 at 6%; with 100% employer match about $100,288 at 4% or $66,858 at 6%.
200818$146,002$58,175$7,272iApproximate average salary by contribution assumption: employee only about $181,797 at 4% or $121,198 at 6%; with 50% employer match about $121,198 at 4% or $80,799 at 6%; with 100% employer match about $90,898 at 4% or $60,599 at 6%.
POWAY FAMILY DENTAL CENTER 4O1K PROFIT SHARING PLAN-8$146,002$58,175$7,272iApproximate average salary by contribution assumption: employee only about $181,797 at 4% or $121,198 at 6%; with 50% employer match about $121,198 at 4% or $80,799 at 6%; with 100% employer match about $90,898 at 4% or $60,599 at 6%.
200717$0$0-
POWAY FAMILY DENTAL CENTER 401K PROFIT SHARING PLAN-7---
200617$66,460$67,132$9,590iApproximate average salary by contribution assumption: employee only about $239,757 at 4% or $159,838 at 6%; with 50% employer match about $159,838 at 4% or $106,559 at 6%; with 100% employer match about $119,879 at 4% or $79,919 at 6%.
POWAY FAMILY DENTAL CENTER 401K PROFIT SHARING PLAN-7$66,460$67,132$9,590iApproximate average salary by contribution assumption: employee only about $239,757 at 4% or $159,838 at 6%; with 50% employer match about $159,838 at 4% or $106,559 at 6%; with 100% employer match about $119,879 at 4% or $79,919 at 6%.