Civic Intelligence

Chiang & Youngberg LLP

Plan context: Chiang & Youngberg Retirement Trust

EIN 46-1538069 • San Jose, CA • 13 filings • 3 plans

2007 W. Hedding StreetSuite 209San Jose, CA 95128
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$361,439

2024 Contributions

$5,050

Historical Graphs

Total Assets Over Time

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

$361,439$180,720$0201220182024YearValue
$361,439Latest year 2024

Participants Over Time

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

630201220182024YearValue
6Latest 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
202416$361,439$5,050$842iApproximate average salary by contribution assumption: employee only about $21,042 at 4% or $14,028 at 6%; with 50% employer match about $14,028 at 4% or $9,352 at 6%; with 100% employer match about $10,521 at 4% or $7,014 at 6%.
Chiang & Youngberg Retirement Trust-6$361,439$5,050$842iApproximate average salary by contribution assumption: employee only about $21,042 at 4% or $14,028 at 6%; with 50% employer match about $14,028 at 4% or $9,352 at 6%; with 100% employer match about $10,521 at 4% or $7,014 at 6%.
202316$301,600$5,787$965iApproximate average salary by contribution assumption: employee only about $24,113 at 4% or $16,075 at 6%; with 50% employer match about $16,075 at 4% or $10,717 at 6%; with 100% employer match about $12,056 at 4% or $8,038 at 6%.
Chiang & Youngberg Retirement Trust-6$301,600$5,787$965iApproximate average salary by contribution assumption: employee only about $24,113 at 4% or $16,075 at 6%; with 50% employer match about $16,075 at 4% or $10,717 at 6%; with 100% employer match about $12,056 at 4% or $8,038 at 6%.
202216$255,855$5,128$855iApproximate average salary by contribution assumption: employee only about $21,367 at 4% or $14,244 at 6%; with 50% employer match about $14,244 at 4% or $9,496 at 6%; with 100% employer match about $10,683 at 4% or $7,122 at 6%.
Chiang & Youngberg Retirement Trust-6$255,855$5,128$855iApproximate average salary by contribution assumption: employee only about $21,367 at 4% or $14,244 at 6%; with 50% employer match about $14,244 at 4% or $9,496 at 6%; with 100% employer match about $10,683 at 4% or $7,122 at 6%.
202116$284,145$4,488$748iApproximate average salary by contribution assumption: employee only about $18,700 at 4% or $12,467 at 6%; with 50% employer match about $12,467 at 4% or $8,311 at 6%; with 100% employer match about $9,350 at 4% or $6,233 at 6%.
Chiang & Youngberg Retirement Trust-6$284,145$4,488$748iApproximate average salary by contribution assumption: employee only about $18,700 at 4% or $12,467 at 6%; with 50% employer match about $12,467 at 4% or $8,311 at 6%; with 100% employer match about $9,350 at 4% or $6,233 at 6%.
202016$251,940$37,211$6,202iApproximate average salary by contribution assumption: employee only about $155,046 at 4% or $103,364 at 6%; with 50% employer match about $103,364 at 4% or $68,909 at 6%; with 100% employer match about $77,523 at 4% or $51,682 at 6%.
Chiang & Youngberg Retirement Trust-6$251,940$37,211$6,202iApproximate average salary by contribution assumption: employee only about $155,046 at 4% or $103,364 at 6%; with 50% employer match about $103,364 at 4% or $68,909 at 6%; with 100% employer match about $77,523 at 4% or $51,682 at 6%.
201916$219,464$149,364$24,894iApproximate average salary by contribution assumption: employee only about $622,350 at 4% or $414,900 at 6%; with 50% employer match about $414,900 at 4% or $276,600 at 6%; with 100% employer match about $311,175 at 4% or $207,450 at 6%.
Chiang & Youngberg Retirement Trust-6$219,464$149,364$24,894iApproximate average salary by contribution assumption: employee only about $622,350 at 4% or $414,900 at 6%; with 50% employer match about $414,900 at 4% or $276,600 at 6%; with 100% employer match about $311,175 at 4% or $207,450 at 6%.
201814$53,961$4,424$1,106iApproximate average salary by contribution assumption: employee only about $27,650 at 4% or $18,433 at 6%; with 50% employer match about $18,433 at 4% or $12,289 at 6%; with 100% employer match about $13,825 at 4% or $9,217 at 6%.
Chiang & Youngberg Retirement Trust-4$53,961$4,424$1,106iApproximate average salary by contribution assumption: employee only about $27,650 at 4% or $18,433 at 6%; with 50% employer match about $18,433 at 4% or $12,289 at 6%; with 100% employer match about $13,825 at 4% or $9,217 at 6%.
201714$54,498$12,858$3,215iApproximate average salary by contribution assumption: employee only about $80,363 at 4% or $53,575 at 6%; with 50% employer match about $53,575 at 4% or $35,717 at 6%; with 100% employer match about $40,181 at 4% or $26,788 at 6%.
Chiang & Youngberg Retirement Trust-4$54,498$12,858$3,215iApproximate average salary by contribution assumption: employee only about $80,363 at 4% or $53,575 at 6%; with 50% employer match about $53,575 at 4% or $35,717 at 6%; with 100% employer match about $40,181 at 4% or $26,788 at 6%.
201613$34,478$10,907$3,636iApproximate average salary by contribution assumption: employee only about $90,892 at 4% or $60,594 at 6%; with 50% employer match about $60,594 at 4% or $40,396 at 6%; with 100% employer match about $45,446 at 4% or $30,297 at 6%.
Chiang & Youngberg Retirement Trust-3$34,478$10,907$3,636iApproximate average salary by contribution assumption: employee only about $90,892 at 4% or $60,594 at 6%; with 50% employer match about $60,594 at 4% or $40,396 at 6%; with 100% employer match about $45,446 at 4% or $30,297 at 6%.
201512$20,919$8,381$4,191iApproximate average salary by contribution assumption: employee only about $104,763 at 4% or $69,842 at 6%; with 50% employer match about $69,842 at 4% or $46,561 at 6%; with 100% employer match about $52,381 at 4% or $34,921 at 6%.
Chiang & Youngberg Retirement Trust-2$20,919$8,381$4,191iApproximate average salary by contribution assumption: employee only about $104,763 at 4% or $69,842 at 6%; with 50% employer match about $69,842 at 4% or $46,561 at 6%; with 100% employer match about $52,381 at 4% or $34,921 at 6%.
201412$13,015$6,942$3,471iApproximate average salary by contribution assumption: employee only about $86,775 at 4% or $57,850 at 6%; with 50% employer match about $57,850 at 4% or $38,567 at 6%; with 100% employer match about $43,388 at 4% or $28,925 at 6%.
Chiang & Youngberg Retirement Trust-2$13,015$6,942$3,471iApproximate average salary by contribution assumption: employee only about $86,775 at 4% or $57,850 at 6%; with 50% employer match about $57,850 at 4% or $38,567 at 6%; with 100% employer match about $43,388 at 4% or $28,925 at 6%.
201312$28,036$8,905$4,453iApproximate average salary by contribution assumption: employee only about $111,313 at 4% or $74,208 at 6%; with 50% employer match about $74,208 at 4% or $49,472 at 6%; with 100% employer match about $55,656 at 4% or $37,104 at 6%.
Chiang & Youngberg Retirement Trust-2$28,036$8,905$4,453iApproximate average salary by contribution assumption: employee only about $111,313 at 4% or $74,208 at 6%; with 50% employer match about $74,208 at 4% or $49,472 at 6%; with 100% employer match about $55,656 at 4% or $37,104 at 6%.
201211$16,162$15,765$15,765iApproximate average salary by contribution assumption: employee only about $394,125 at 4% or $262,750 at 6%; with 50% employer match about $262,750 at 4% or $175,167 at 6%; with 100% employer match about $197,063 at 4% or $131,375 at 6%.
Chiang & Youngberg Retirement Trust-1$16,162$15,765$15,765iApproximate average salary by contribution assumption: employee only about $394,125 at 4% or $262,750 at 6%; with 50% employer match about $262,750 at 4% or $175,167 at 6%; with 100% employer match about $197,063 at 4% or $131,375 at 6%.