Civic Intelligence

Liyoong LIM, D.D.S., M.D. Inc.

Plan context: Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust

EIN 42-1614859 • Santa Clara, CA • 25 filings • 5 plans

1200 Scott Blvd. Suite 1Santa Clara, CA 95050
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,638,331

2024 Contributions

$69,940

Historical Graphs

Total Assets Over Time

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

$2,614,111$1,307,056$0200820162024YearValue
$1,638,331Latest year 2024

Participants Over Time

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

950200720162024YearValue
2Latest year 2024

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
202412$1,638,331$69,940$34,970iApproximate average salary by contribution assumption: employee only about $874,250 at 4% or $582,833 at 6%; with 50% employer match about $582,833 at 4% or $388,556 at 6%; with 100% employer match about $437,125 at 4% or $291,417 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-2$1,638,331$69,940$34,970iApproximate average salary by contribution assumption: employee only about $874,250 at 4% or $582,833 at 6%; with 50% employer match about $582,833 at 4% or $388,556 at 6%; with 100% employer match about $437,125 at 4% or $291,417 at 6%.
202313$1,446,119$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-3$1,446,119$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
202223$1,184,847$67,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-3$1,184,847$67,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
LIYOONG LIM, D. D. S. , M. D. , INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-0$0$0-
202129$2,614,111$498,075$55,342iApproximate average salary by contribution assumption: employee only about $1,383,542 at 4% or $922,361 at 6%; with 50% employer match about $922,361 at 4% or $614,907 at 6%; with 100% employer match about $691,771 at 4% or $461,181 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-9$1,386,048$55,487$6,165iApproximate average salary by contribution assumption: employee only about $154,131 at 4% or $102,754 at 6%; with 50% employer match about $102,754 at 4% or $68,502 at 6%; with 100% employer match about $77,065 at 4% or $51,377 at 6%.
LIYOONG LIM, D. D. S. , M. D. , INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-5$1,228,063$442,588$88,518iApproximate average salary by contribution assumption: employee only about $2,212,940 at 4% or $1,475,293 at 6%; with 50% employer match about $1,475,293 at 4% or $983,529 at 6%; with 100% employer match about $1,106,470 at 4% or $737,647 at 6%.
202028$1,853,807$197,180$24,648iApproximate average salary by contribution assumption: employee only about $616,188 at 4% or $410,792 at 6%; with 50% employer match about $410,792 at 4% or $273,861 at 6%; with 100% employer match about $308,094 at 4% or $205,396 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-8$1,157,154$47,180$5,898iApproximate average salary by contribution assumption: employee only about $147,438 at 4% or $98,292 at 6%; with 50% employer match about $98,292 at 4% or $65,528 at 6%; with 100% employer match about $73,719 at 4% or $49,146 at 6%.
LIYOONG LIM, D. D. S. , M. D. , INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-4$696,653$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201926$1,470,402$194,055$32,343iApproximate average salary by contribution assumption: employee only about $808,563 at 4% or $539,042 at 6%; with 50% employer match about $539,042 at 4% or $359,361 at 6%; with 100% employer match about $404,281 at 4% or $269,521 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-6$990,048$44,055$7,343iApproximate average salary by contribution assumption: employee only about $183,563 at 4% or $122,375 at 6%; with 50% employer match about $122,375 at 4% or $81,583 at 6%; with 100% employer match about $91,781 at 4% or $61,188 at 6%.
LIYOONG LIM, D. D. S. , M. D. , INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-4$480,354$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201827$1,144,760$195,103$27,872iApproximate average salary by contribution assumption: employee only about $696,796 at 4% or $464,531 at 6%; with 50% employer match about $464,531 at 4% or $309,687 at 6%; with 100% employer match about $348,398 at 4% or $232,265 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-7$852,733$45,103$6,443iApproximate average salary by contribution assumption: employee only about $161,082 at 4% or $107,388 at 6%; with 50% employer match about $107,388 at 4% or $71,592 at 6%; with 100% employer match about $80,541 at 4% or $53,694 at 6%.
LIYOONG LIM, D.D.S., M.D., INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-4$292,027$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201724$1,036,295$141,079$35,270iApproximate average salary by contribution assumption: employee only about $881,744 at 4% or $587,829 at 6%; with 50% employer match about $587,829 at 4% or $391,886 at 6%; with 100% employer match about $440,872 at 4% or $293,915 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-4$882,909$64,504$16,126iApproximate average salary by contribution assumption: employee only about $403,150 at 4% or $268,767 at 6%; with 50% employer match about $268,767 at 4% or $179,178 at 6%; with 100% employer match about $201,575 at 4% or $134,383 at 6%.
LIYOONG LIM, D.D.S., M.D., INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-3$153,386$76,575$25,525iApproximate average salary by contribution assumption: employee only about $638,125 at 4% or $425,417 at 6%; with 50% employer match about $425,417 at 4% or $283,611 at 6%; with 100% employer match about $319,063 at 4% or $212,708 at 6%.
201626$814,197$137,984$22,997iApproximate average salary by contribution assumption: employee only about $574,933 at 4% or $383,289 at 6%; with 50% employer match about $383,289 at 4% or $255,526 at 6%; with 100% employer match about $287,467 at 4% or $191,644 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-6$744,098$68,257$11,376iApproximate average salary by contribution assumption: employee only about $284,404 at 4% or $189,603 at 6%; with 50% employer match about $189,603 at 4% or $126,402 at 6%; with 100% employer match about $142,202 at 4% or $94,801 at 6%.
LIYOONG LIM, D.D.S., M.D., INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST-3$70,099$69,727$23,242iApproximate average salary by contribution assumption: employee only about $581,058 at 4% or $387,372 at 6%; with 50% employer match about $387,372 at 4% or $258,248 at 6%; with 100% employer match about $290,529 at 4% or $193,686 at 6%.
201515$624,590$68,083$13,617iApproximate average salary by contribution assumption: employee only about $340,415 at 4% or $226,943 at 6%; with 50% employer match about $226,943 at 4% or $151,296 at 6%; with 100% employer match about $170,208 at 4% or $113,472 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-5$624,590$68,083$13,617iApproximate average salary by contribution assumption: employee only about $340,415 at 4% or $226,943 at 6%; with 50% employer match about $226,943 at 4% or $151,296 at 6%; with 100% employer match about $170,208 at 4% or $113,472 at 6%.
201416$580,773$67,341$11,224iApproximate average salary by contribution assumption: employee only about $280,588 at 4% or $187,058 at 6%; with 50% employer match about $187,058 at 4% or $124,706 at 6%; with 100% employer match about $140,294 at 4% or $93,529 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-6$580,773$67,341$11,224iApproximate average salary by contribution assumption: employee only about $280,588 at 4% or $187,058 at 6%; with 50% employer match about $187,058 at 4% or $124,706 at 6%; with 100% employer match about $140,294 at 4% or $93,529 at 6%.
201316$498,071$61,769$10,295iApproximate average salary by contribution assumption: employee only about $257,371 at 4% or $171,581 at 6%; with 50% employer match about $171,581 at 4% or $114,387 at 6%; with 100% employer match about $128,685 at 4% or $85,790 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-6$498,071$61,769$10,295iApproximate average salary by contribution assumption: employee only about $257,371 at 4% or $171,581 at 6%; with 50% employer match about $171,581 at 4% or $114,387 at 6%; with 100% employer match about $128,685 at 4% or $85,790 at 6%.
201217$390,358$59,657$8,522iApproximate average salary by contribution assumption: employee only about $213,061 at 4% or $142,040 at 6%; with 50% employer match about $142,040 at 4% or $94,694 at 6%; with 100% employer match about $106,530 at 4% or $71,020 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-7$390,358$59,657$8,522iApproximate average salary by contribution assumption: employee only about $213,061 at 4% or $142,040 at 6%; with 50% employer match about $142,040 at 4% or $94,694 at 6%; with 100% employer match about $106,530 at 4% or $71,020 at 6%.
201114$298,427$54,157$13,539iApproximate average salary by contribution assumption: employee only about $338,481 at 4% or $225,654 at 6%; with 50% employer match about $225,654 at 4% or $150,436 at 6%; with 100% employer match about $169,241 at 4% or $112,827 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-4$298,427$54,157$13,539iApproximate average salary by contribution assumption: employee only about $338,481 at 4% or $225,654 at 6%; with 50% employer match about $225,654 at 4% or $150,436 at 6%; with 100% employer match about $169,241 at 4% or $112,827 at 6%.
201013$246,847$51,595$17,198iApproximate average salary by contribution assumption: employee only about $429,958 at 4% or $286,639 at 6%; with 50% employer match about $286,639 at 4% or $191,093 at 6%; with 100% employer match about $214,979 at 4% or $143,319 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-3$246,847$51,595$17,198iApproximate average salary by contribution assumption: employee only about $429,958 at 4% or $286,639 at 6%; with 50% employer match about $286,639 at 4% or $191,093 at 6%; with 100% employer match about $214,979 at 4% or $143,319 at 6%.
200914$178,145$49,119$12,280iApproximate average salary by contribution assumption: employee only about $306,994 at 4% or $204,663 at 6%; with 50% employer match about $204,663 at 4% or $136,442 at 6%; with 100% employer match about $153,497 at 4% or $102,331 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-4$178,145$49,119$12,280iApproximate average salary by contribution assumption: employee only about $306,994 at 4% or $204,663 at 6%; with 50% employer match about $204,663 at 4% or $136,442 at 6%; with 100% employer match about $153,497 at 4% or $102,331 at 6%.
200813$112,553$49,746$16,582iApproximate average salary by contribution assumption: employee only about $414,550 at 4% or $276,367 at 6%; with 50% employer match about $276,367 at 4% or $184,244 at 6%; with 100% employer match about $207,275 at 4% or $138,183 at 6%.
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-3$112,553$49,746$16,582iApproximate average salary by contribution assumption: employee only about $414,550 at 4% or $276,367 at 6%; with 50% employer match about $276,367 at 4% or $184,244 at 6%; with 100% employer match about $207,275 at 4% or $138,183 at 6%.
200713$0$0-
Liyoong LIM, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan & Trust-3---