Civic Intelligence

Drs. Cheng and Roitman

Plan context: Drs. Cheng and Roitman 401K Plan

EIN 36-4710705 • Menlo Park, CA • 9 filings • 2 plans

625 Menlo AveMenlo Park, CA 94025
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$507,006

2023 Contributions

$3,553

Historical Graphs

Total Assets Over Time

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

$563,357$281,679$0201520192022YearValue
$507,006Latest year 2022

Participants Over Time

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

840201520192022YearValue
8Latest year 2022

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
202310$0$3,553-
Drs. Cheng and Roitman 401K Plan-0$0$3,553-
202218$507,006$65,430$8,179iApproximate average salary by contribution assumption: employee only about $204,469 at 4% or $136,313 at 6%; with 50% employer match about $136,313 at 4% or $90,875 at 6%; with 100% employer match about $102,234 at 4% or $68,156 at 6%.
Drs. Cheng and Roitman 401K Plan-8$507,006$65,430$8,179iApproximate average salary by contribution assumption: employee only about $204,469 at 4% or $136,313 at 6%; with 50% employer match about $136,313 at 4% or $90,875 at 6%; with 100% employer match about $102,234 at 4% or $68,156 at 6%.
202117$563,357$87,383$12,483iApproximate average salary by contribution assumption: employee only about $312,082 at 4% or $208,055 at 6%; with 50% employer match about $208,055 at 4% or $138,703 at 6%; with 100% employer match about $156,041 at 4% or $104,027 at 6%.
Drs. Cheng and Roitman 401K Plan-7$563,357$87,383$12,483iApproximate average salary by contribution assumption: employee only about $312,082 at 4% or $208,055 at 6%; with 50% employer match about $208,055 at 4% or $138,703 at 6%; with 100% employer match about $156,041 at 4% or $104,027 at 6%.
202016$406,110$72,389$12,065iApproximate average salary by contribution assumption: employee only about $301,621 at 4% or $201,081 at 6%; with 50% employer match about $201,081 at 4% or $134,054 at 6%; with 100% employer match about $150,810 at 4% or $100,540 at 6%.
Drs. Cheng and Roitman 401K Plan-6$406,110$72,389$12,065iApproximate average salary by contribution assumption: employee only about $301,621 at 4% or $201,081 at 6%; with 50% employer match about $201,081 at 4% or $134,054 at 6%; with 100% employer match about $150,810 at 4% or $100,540 at 6%.
201915$265,414$48,891$9,778iApproximate average salary by contribution assumption: employee only about $244,455 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.
Drs. Cheng and Roitman 401K Plan-5$265,414$48,891$9,778iApproximate average salary by contribution assumption: employee only about $244,455 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.
201815$168,658$45,828$9,166iApproximate average salary by contribution assumption: employee only about $229,140 at 4% or $152,760 at 6%; with 50% employer match about $152,760 at 4% or $101,840 at 6%; with 100% employer match about $114,570 at 4% or $76,380 at 6%.
Drs. Cheng and Roitman 401K Plan-5$168,658$45,828$9,166iApproximate average salary by contribution assumption: employee only about $229,140 at 4% or $152,760 at 6%; with 50% employer match about $152,760 at 4% or $101,840 at 6%; with 100% employer match about $114,570 at 4% or $76,380 at 6%.
201714$139,232$42,720$10,680iApproximate average salary by contribution assumption: employee only about $267,000 at 4% or $178,000 at 6%; with 50% employer match about $178,000 at 4% or $118,667 at 6%; with 100% employer match about $133,500 at 4% or $89,000 at 6%.
Drs. Cheng and Roitman 401K Plan-4$139,232$42,720$10,680iApproximate average salary by contribution assumption: employee only about $267,000 at 4% or $178,000 at 6%; with 50% employer match about $178,000 at 4% or $118,667 at 6%; with 100% employer match about $133,500 at 4% or $89,000 at 6%.
201613$79,882$38,200$12,733iApproximate average salary by contribution assumption: employee only about $318,333 at 4% or $212,222 at 6%; with 50% employer match about $212,222 at 4% or $141,481 at 6%; with 100% employer match about $159,167 at 4% or $106,111 at 6%.
Drs. Cheng and Roitman 401K Plan-3$79,882$38,200$12,733iApproximate average salary by contribution assumption: employee only about $318,333 at 4% or $212,222 at 6%; with 50% employer match about $212,222 at 4% or $141,481 at 6%; with 100% employer match about $159,167 at 4% or $106,111 at 6%.
201513$37,204$36,450$12,150iApproximate average salary by contribution assumption: employee only about $303,750 at 4% or $202,500 at 6%; with 50% employer match about $202,500 at 4% or $135,000 at 6%; with 100% employer match about $151,875 at 4% or $101,250 at 6%.
Drs. Cheng and Roitman 401K Plan-3$37,204$36,450$12,150iApproximate average salary by contribution assumption: employee only about $303,750 at 4% or $202,500 at 6%; with 50% employer match about $202,500 at 4% or $135,000 at 6%; with 100% employer match about $151,875 at 4% or $101,250 at 6%.