Civic Intelligence

Phuong Cheng, D.D.S.

Plan context: Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan

EIN 45-5323194 • Daly City, CA • 10 filings • 2 plans

341 Westlake Center, Ste #205Daly City, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$779,763

2024 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$779,763$389,882$0201520202024YearValue
$779,763Latest year 2024

Participants Over Time

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

210201520202024YearValue
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$779,763$45,000$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%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$779,763$45,000$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%.
202312$591,033$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$591,033$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
202212$435,681$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$435,681$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
202112$506,752$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$506,752$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
202012$378,576$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$378,576$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201912$266,097$36,440$18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$266,097$36,440$18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%.
201812$180,471$60,141$30,071iApproximate average salary by contribution assumption: employee only about $751,763 at 4% or $501,175 at 6%; with 50% employer match about $501,175 at 4% or $334,117 at 6%; with 100% employer match about $375,881 at 4% or $250,588 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$180,471$60,141$30,071iApproximate average salary by contribution assumption: employee only about $751,763 at 4% or $501,175 at 6%; with 50% employer match about $501,175 at 4% or $334,117 at 6%; with 100% employer match about $375,881 at 4% or $250,588 at 6%.
201712$128,080$71,012$35,506iApproximate average salary by contribution assumption: employee only about $887,650 at 4% or $591,767 at 6%; with 50% employer match about $591,767 at 4% or $394,511 at 6%; with 100% employer match about $443,825 at 4% or $295,883 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$128,080$71,012$35,506iApproximate average salary by contribution assumption: employee only about $887,650 at 4% or $591,767 at 6%; with 50% employer match about $591,767 at 4% or $394,511 at 6%; with 100% employer match about $443,825 at 4% or $295,883 at 6%.
201612$57,068$30,008$15,004iApproximate average salary by contribution assumption: employee only about $375,100 at 4% or $250,067 at 6%; with 50% employer match about $250,067 at 4% or $166,711 at 6%; with 100% employer match about $187,550 at 4% or $125,033 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$57,068$30,008$15,004iApproximate average salary by contribution assumption: employee only about $375,100 at 4% or $250,067 at 6%; with 50% employer match about $250,067 at 4% or $166,711 at 6%; with 100% employer match about $187,550 at 4% or $125,033 at 6%.
201512$25,652$25,652$12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%.
Phuong Cheng, D.D.S. 401(K) Profit Sharing Plan-2$25,652$25,652$12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%.