Civic Intelligence

Jonathan D. Ou MD Inc

Plan context: Jonathan D. Ou MD Inc 401K Plan

EIN 46-2182263 • Diamond Bar, CA • 11 filings • 1 plans

2707 S. Diamond Bar Blvd Ste 104Diamond Bar, CA 91765
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$850,139

2024 Contributions

$54,774

Historical Graphs

Total Assets Over Time

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

$850,139$425,070$0201420192024YearValue
$850,139Latest year 2024

Participants Over Time

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

630201420192024YearValue
5Latest 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
202415$850,139$54,774$10,955iApproximate average salary by contribution assumption: employee only about $273,870 at 4% or $182,580 at 6%; with 50% employer match about $182,580 at 4% or $121,720 at 6%; with 100% employer match about $136,935 at 4% or $91,290 at 6%.
Jonathan D. Ou MD Inc 401K Plan-5$850,139$54,774$10,955iApproximate average salary by contribution assumption: employee only about $273,870 at 4% or $182,580 at 6%; with 50% employer match about $182,580 at 4% or $121,720 at 6%; with 100% employer match about $136,935 at 4% or $91,290 at 6%.
202315$687,828$53,321$10,664iApproximate average salary by contribution assumption: employee only about $266,605 at 4% or $177,737 at 6%; with 50% employer match about $177,737 at 4% or $118,491 at 6%; with 100% employer match about $133,303 at 4% or $88,868 at 6%.
Jonathan D. Ou MD Inc 401K Plan-5$687,828$53,321$10,664iApproximate average salary by contribution assumption: employee only about $266,605 at 4% or $177,737 at 6%; with 50% employer match about $177,737 at 4% or $118,491 at 6%; with 100% employer match about $133,303 at 4% or $88,868 at 6%.
202215$528,694$49,638$9,928iApproximate average salary by contribution assumption: employee only about $248,190 at 4% or $165,460 at 6%; with 50% employer match about $165,460 at 4% or $110,307 at 6%; with 100% employer match about $124,095 at 4% or $82,730 at 6%.
Jonathan D. Ou MD Inc 401K Plan-5$528,694$49,638$9,928iApproximate average salary by contribution assumption: employee only about $248,190 at 4% or $165,460 at 6%; with 50% employer match about $165,460 at 4% or $110,307 at 6%; with 100% employer match about $124,095 at 4% or $82,730 at 6%.
202116$600,947$52,160$8,693iApproximate average salary by contribution assumption: employee only about $217,333 at 4% or $144,889 at 6%; with 50% employer match about $144,889 at 4% or $96,593 at 6%; with 100% employer match about $108,667 at 4% or $72,444 at 6%.
Jonathan D. Ou MD Inc 401K Plan-6$600,947$52,160$8,693iApproximate average salary by contribution assumption: employee only about $217,333 at 4% or $144,889 at 6%; with 50% employer match about $144,889 at 4% or $96,593 at 6%; with 100% employer match about $108,667 at 4% or $72,444 at 6%.
202015$471,245$50,789$10,158iApproximate average salary by contribution assumption: employee only about $253,945 at 4% or $169,297 at 6%; with 50% employer match about $169,297 at 4% or $112,864 at 6%; with 100% employer match about $126,972 at 4% or $84,648 at 6%.
Jonathan D. Ou MD Inc 401K Plan-5$471,245$50,789$10,158iApproximate average salary by contribution assumption: employee only about $253,945 at 4% or $169,297 at 6%; with 50% employer match about $169,297 at 4% or $112,864 at 6%; with 100% employer match about $126,972 at 4% or $84,648 at 6%.
201915$346,257$49,874$9,975iApproximate average salary by contribution assumption: employee only about $249,370 at 4% or $166,247 at 6%; with 50% employer match about $166,247 at 4% or $110,831 at 6%; with 100% employer match about $124,685 at 4% or $83,123 at 6%.
Jonathan D. Ou MD Inc 401K Plan-5$346,257$49,874$9,975iApproximate average salary by contribution assumption: employee only about $249,370 at 4% or $166,247 at 6%; with 50% employer match about $166,247 at 4% or $110,831 at 6%; with 100% employer match about $124,685 at 4% or $83,123 at 6%.
201815$242,118$47,664$9,533iApproximate average salary by contribution assumption: employee only about $238,320 at 4% or $158,880 at 6%; with 50% employer match about $158,880 at 4% or $105,920 at 6%; with 100% employer match about $119,160 at 4% or $79,440 at 6%.
Jonathan D. Ou MD Inc 401K Plan-5$242,118$47,664$9,533iApproximate average salary by contribution assumption: employee only about $238,320 at 4% or $158,880 at 6%; with 50% employer match about $158,880 at 4% or $105,920 at 6%; with 100% employer match about $119,160 at 4% or $79,440 at 6%.
201714$210,847$46,645$11,661iApproximate average salary by contribution assumption: employee only about $291,531 at 4% or $194,354 at 6%; with 50% employer match about $194,354 at 4% or $129,569 at 6%; with 100% employer match about $145,766 at 4% or $97,177 at 6%.
Jonathan D. Ou MD Inc 401K Plan-4$210,847$46,645$11,661iApproximate average salary by contribution assumption: employee only about $291,531 at 4% or $194,354 at 6%; with 50% employer match about $194,354 at 4% or $129,569 at 6%; with 100% employer match about $145,766 at 4% or $97,177 at 6%.
201614$135,941$46,577$11,644iApproximate average salary by contribution assumption: employee only about $291,106 at 4% or $194,071 at 6%; with 50% employer match about $194,071 at 4% or $129,381 at 6%; with 100% employer match about $145,553 at 4% or $97,035 at 6%.
Jonathan D. Ou MD Inc 401K Plan-4$135,941$46,577$11,644iApproximate average salary by contribution assumption: employee only about $291,106 at 4% or $194,071 at 6%; with 50% employer match about $194,071 at 4% or $129,381 at 6%; with 100% employer match about $145,553 at 4% or $97,035 at 6%.
201513$82,955$44,748$14,916iApproximate average salary by contribution assumption: employee only about $372,900 at 4% or $248,600 at 6%; with 50% employer match about $248,600 at 4% or $165,733 at 6%; with 100% employer match about $186,450 at 4% or $124,300 at 6%.
Jonathan D. Ou MD Inc 401K Plan-3$82,955$44,748$14,916iApproximate average salary by contribution assumption: employee only about $372,900 at 4% or $248,600 at 6%; with 50% employer match about $248,600 at 4% or $165,733 at 6%; with 100% employer match about $186,450 at 4% or $124,300 at 6%.
201413$38,576$38,576$12,859iApproximate average salary by contribution assumption: employee only about $321,467 at 4% or $214,311 at 6%; with 50% employer match about $214,311 at 4% or $142,874 at 6%; with 100% employer match about $160,733 at 4% or $107,156 at 6%.
Jonathan D. Ou MD Inc 401K Plan-3$38,576$38,576$12,859iApproximate average salary by contribution assumption: employee only about $321,467 at 4% or $214,311 at 6%; with 50% employer match about $214,311 at 4% or $142,874 at 6%; with 100% employer match about $160,733 at 4% or $107,156 at 6%.