Civic Intelligence

Lian Jen, D.O., P.A.

Plan context: Lian Jen, D.O., P.A. 401(K) Plan & Trust

EIN 59-3574791 • Port Charlotte, FL • 22 filings • 2 plans

3089 Tamiami Trail, Unit BPort Charlotte, FL 33952-8052
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,324,059

2024 Contributions

$87,708

Historical Graphs

Total Assets Over Time

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

$2,324,059$1,162,030$0200520152024YearValue
$2,324,059Latest year 2024

Participants Over Time

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

630200520152024YearValue
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$2,324,059$87,708$17,542iApproximate average salary by contribution assumption: employee only about $438,540 at 4% or $292,360 at 6%; with 50% employer match about $292,360 at 4% or $194,907 at 6%; with 100% employer match about $219,270 at 4% or $146,180 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-5$2,324,059$87,708$17,542iApproximate average salary by contribution assumption: employee only about $438,540 at 4% or $292,360 at 6%; with 50% employer match about $292,360 at 4% or $194,907 at 6%; with 100% employer match about $219,270 at 4% or $146,180 at 6%.
202315$1,962,685$84,547$16,909iApproximate average salary by contribution assumption: employee only about $422,735 at 4% or $281,823 at 6%; with 50% employer match about $281,823 at 4% or $187,882 at 6%; with 100% employer match about $211,368 at 4% or $140,912 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-5$1,962,685$84,547$16,909iApproximate average salary by contribution assumption: employee only about $422,735 at 4% or $281,823 at 6%; with 50% employer match about $281,823 at 4% or $187,882 at 6%; with 100% employer match about $211,368 at 4% or $140,912 at 6%.
202215$1,637,107$77,697$15,539iApproximate average salary by contribution assumption: employee only about $388,485 at 4% or $258,990 at 6%; with 50% employer match about $258,990 at 4% or $172,660 at 6%; with 100% employer match about $194,243 at 4% or $129,495 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-5$1,637,107$77,697$15,539iApproximate average salary by contribution assumption: employee only about $388,485 at 4% or $258,990 at 6%; with 50% employer match about $258,990 at 4% or $172,660 at 6%; with 100% employer match about $194,243 at 4% or $129,495 at 6%.
202115$1,771,975$74,686$14,937iApproximate average salary by contribution assumption: employee only about $373,430 at 4% or $248,953 at 6%; with 50% employer match about $248,953 at 4% or $165,969 at 6%; with 100% employer match about $186,715 at 4% or $124,477 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-5$1,771,975$74,686$14,937iApproximate average salary by contribution assumption: employee only about $373,430 at 4% or $248,953 at 6%; with 50% employer match about $248,953 at 4% or $165,969 at 6%; with 100% employer match about $186,715 at 4% or $124,477 at 6%.
202014$1,471,288$72,637$18,159iApproximate average salary by contribution assumption: employee only about $453,981 at 4% or $302,654 at 6%; with 50% employer match about $302,654 at 4% or $201,769 at 6%; with 100% employer match about $226,991 at 4% or $151,327 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-4$1,471,288$72,637$18,159iApproximate average salary by contribution assumption: employee only about $453,981 at 4% or $302,654 at 6%; with 50% employer match about $302,654 at 4% or $201,769 at 6%; with 100% employer match about $226,991 at 4% or $151,327 at 6%.
201914$1,241,969$70,809$17,702iApproximate average salary by contribution assumption: employee only about $442,556 at 4% or $295,038 at 6%; with 50% employer match about $295,038 at 4% or $196,692 at 6%; with 100% employer match about $221,278 at 4% or $147,519 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-4$1,241,969$70,809$17,702iApproximate average salary by contribution assumption: employee only about $442,556 at 4% or $295,038 at 6%; with 50% employer match about $295,038 at 4% or $196,692 at 6%; with 100% employer match about $221,278 at 4% or $147,519 at 6%.
201814$991,974$67,100$16,775iApproximate average salary by contribution assumption: employee only about $419,375 at 4% or $279,583 at 6%; with 50% employer match about $279,583 at 4% or $186,389 at 6%; with 100% employer match about $209,688 at 4% or $139,792 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-4$991,974$67,100$16,775iApproximate average salary by contribution assumption: employee only about $419,375 at 4% or $279,583 at 6%; with 50% employer match about $279,583 at 4% or $186,389 at 6%; with 100% employer match about $209,688 at 4% or $139,792 at 6%.
201715$962,442$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-5$962,442$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
201616$794,388$59,200$9,867iApproximate average salary by contribution assumption: employee only about $246,667 at 4% or $164,444 at 6%; with 50% employer match about $164,444 at 4% or $109,630 at 6%; with 100% employer match about $123,333 at 4% or $82,222 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-6$794,388$59,200$9,867iApproximate average salary by contribution assumption: employee only about $246,667 at 4% or $164,444 at 6%; with 50% employer match about $164,444 at 4% or $109,630 at 6%; with 100% employer match about $123,333 at 4% or $82,222 at 6%.
201516$683,399$54,100$9,017iApproximate average salary by contribution assumption: employee only about $225,417 at 4% or $150,278 at 6%; with 50% employer match about $150,278 at 4% or $100,185 at 6%; with 100% employer match about $112,708 at 4% or $75,139 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-6$683,399$54,100$9,017iApproximate average salary by contribution assumption: employee only about $225,417 at 4% or $150,278 at 6%; with 50% employer match about $150,278 at 4% or $100,185 at 6%; with 100% employer match about $112,708 at 4% or $75,139 at 6%.
201416$629,133$60,811$10,135iApproximate average salary by contribution assumption: employee only about $253,379 at 4% or $168,919 at 6%; with 50% employer match about $168,919 at 4% or $112,613 at 6%; with 100% employer match about $126,690 at 4% or $84,460 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-6$629,133$60,811$10,135iApproximate average salary by contribution assumption: employee only about $253,379 at 4% or $168,919 at 6%; with 50% employer match about $168,919 at 4% or $112,613 at 6%; with 100% employer match about $126,690 at 4% or $84,460 at 6%.
201315$529,701$64,169$12,834iApproximate average salary by contribution assumption: employee only about $320,845 at 4% or $213,897 at 6%; with 50% employer match about $213,897 at 4% or $142,598 at 6%; with 100% employer match about $160,423 at 4% or $106,948 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-5$529,701$64,169$12,834iApproximate average salary by contribution assumption: employee only about $320,845 at 4% or $213,897 at 6%; with 50% employer match about $213,897 at 4% or $142,598 at 6%; with 100% employer match about $160,423 at 4% or $106,948 at 6%.
201215$400,166$44,664$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,253 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-5$400,166$44,664$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,253 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.
201124$640,956$118,058$29,515iApproximate average salary by contribution assumption: employee only about $737,863 at 4% or $491,908 at 6%; with 50% employer match about $491,908 at 4% or $327,939 at 6%; with 100% employer match about $368,931 at 4% or $245,954 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-4$323,728$59,029$14,757iApproximate average salary by contribution assumption: employee only about $368,931 at 4% or $245,954 at 6%; with 50% employer match about $245,954 at 4% or $163,969 at 6%; with 100% employer match about $184,466 at 4% or $122,977 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-4$317,228$59,029$14,757iApproximate average salary by contribution assumption: employee only about $368,931 at 4% or $245,954 at 6%; with 50% employer match about $245,954 at 4% or $163,969 at 6%; with 100% employer match about $184,466 at 4% or $122,977 at 6%.
201023$504,398$114,508$38,169iApproximate average salary by contribution assumption: employee only about $954,233 at 4% or $636,156 at 6%; with 50% employer match about $636,156 at 4% or $424,104 at 6%; with 100% employer match about $477,117 at 4% or $318,078 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-3$255,449$57,254$19,085iApproximate average salary by contribution assumption: employee only about $477,117 at 4% or $318,078 at 6%; with 50% employer match about $318,078 at 4% or $212,052 at 6%; with 100% employer match about $238,558 at 4% or $159,039 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-3$248,949$57,254$19,085iApproximate average salary by contribution assumption: employee only about $477,117 at 4% or $318,078 at 6%; with 50% employer match about $318,078 at 4% or $212,052 at 6%; with 100% employer match about $238,558 at 4% or $159,039 at 6%.
200911$185,072$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-1$185,072$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200811$110,215$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-1$110,215$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200711$0$0-
Lian Jen, D.O., P.A. 401(K) Plan & Trust-1---
200612$58,250$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-2$58,250$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
200512$27,237$27,237$13,619iApproximate average salary by contribution assumption: employee only about $340,463 at 4% or $226,975 at 6%; with 50% employer match about $226,975 at 4% or $151,317 at 6%; with 100% employer match about $170,231 at 4% or $113,488 at 6%.
Lian Jen, D.O., P.A. 401(K) Plan & Trust-2$27,237$27,237$13,619iApproximate average salary by contribution assumption: employee only about $340,463 at 4% or $226,975 at 6%; with 50% employer match about $226,975 at 4% or $151,317 at 6%; with 100% employer match about $170,231 at 4% or $113,488 at 6%.