Hsiao-Fen Chen, M.D. Inc.
Plan context: Hsiao-Fen Chen, M.D. Inc. Pension Plan
EIN 71-0909221 • Monterey Park, CA • 28 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,668,691
2024 Contributions
$206,935
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $2,668,691 | $206,935 | $41,387iApproximate average salary by contribution assumption: employee only about $1,034,675 at 4% or $689,783 at 6%; with 50% employer match about $689,783 at 4% or $459,856 at 6%; with 100% employer match about $517,338 at 4% or $344,892 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 4 | $1,598,648 | $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%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $1,070,043 | $56,935 | $11,387iApproximate average salary by contribution assumption: employee only about $284,675 at 4% or $189,783 at 6%; with 50% employer match about $189,783 at 4% or $126,522 at 6%; with 100% employer match about $142,338 at 4% or $94,892 at 6%. |
| 2023 | 2 | 5 | $2,276,553 | $235,828 | $47,166iApproximate average salary by contribution assumption: employee only about $1,179,140 at 4% or $786,093 at 6%; with 50% employer match about $786,093 at 4% or $524,062 at 6%; with 100% employer match about $589,570 at 4% or $393,047 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 4 | $1,344,171 | $180,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $932,382 | $55,828 | $11,166iApproximate average salary by contribution assumption: employee only about $279,140 at 4% or $186,093 at 6%; with 50% employer match about $186,093 at 4% or $124,062 at 6%; with 100% employer match about $139,570 at 4% or $93,047 at 6%. |
| 2022 | 2 | 4 | $1,792,352 | $285,091 | $71,273iApproximate average salary by contribution assumption: employee only about $1,781,819 at 4% or $1,187,879 at 6%; with 50% employer match about $1,187,879 at 4% or $791,919 at 6%; with 100% employer match about $890,909 at 4% or $593,940 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 3 | $1,029,529 | $255,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 4 | $762,823 | $30,091 | $7,523iApproximate average salary by contribution assumption: employee only about $188,069 at 4% or $125,379 at 6%; with 50% employer match about $125,379 at 4% or $83,586 at 6%; with 100% employer match about $94,034 at 4% or $62,690 at 6%. |
| 2021 | 2 | 4 | $1,825,326 | $178,796 | $44,699iApproximate average salary by contribution assumption: employee only about $1,117,475 at 4% or $744,983 at 6%; with 50% employer match about $744,983 at 4% or $496,656 at 6%; with 100% employer match about $558,738 at 4% or $372,492 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 3 | $936,839 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 4 | $888,487 | $28,796 | $7,199iApproximate average salary by contribution assumption: employee only about $179,975 at 4% or $119,983 at 6%; with 50% employer match about $119,983 at 4% or $79,989 at 6%; with 100% employer match about $89,988 at 4% or $59,992 at 6%. |
| 2020 | 2 | 5 | $1,493,512 | $136,167 | $27,233iApproximate average salary by contribution assumption: employee only about $680,835 at 4% or $453,890 at 6%; with 50% employer match about $453,890 at 4% or $302,593 at 6%; with 100% employer match about $340,418 at 4% or $226,945 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $785,929 | $31,167 | $6,233iApproximate average salary by contribution assumption: employee only about $155,835 at 4% or $103,890 at 6%; with 50% employer match about $103,890 at 4% or $69,260 at 6%; with 100% employer match about $77,918 at 4% or $51,945 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 4 | $707,583 | $105,000 | $26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%. |
| 2019 | 2 | 5 | $1,181,357 | $120,670 | $24,134iApproximate average salary by contribution assumption: employee only about $603,350 at 4% or $402,233 at 6%; with 50% employer match about $402,233 at 4% or $268,156 at 6%; with 100% employer match about $301,675 at 4% or $201,117 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $666,939 | $33,670 | $6,734iApproximate average salary by contribution assumption: employee only about $168,350 at 4% or $112,233 at 6%; with 50% employer match about $112,233 at 4% or $74,822 at 6%; with 100% employer match about $84,175 at 4% or $56,117 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 4 | $514,418 | $87,000 | $21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%. |
| 2018 | 2 | 5 | $885,143 | $165,933 | $33,187iApproximate average salary by contribution assumption: employee only about $829,665 at 4% or $553,110 at 6%; with 50% employer match about $553,110 at 4% or $368,740 at 6%; with 100% employer match about $414,833 at 4% or $276,555 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $521,450 | $35,933 | $7,187iApproximate average salary by contribution assumption: employee only about $179,665 at 4% or $119,777 at 6%; with 50% employer match about $119,777 at 4% or $79,851 at 6%; with 100% employer match about $89,833 at 4% or $59,888 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 4 | $363,693 | $130,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| 2017 | 2 | 6 | $810,249 | $162,544 | $27,091iApproximate average salary by contribution assumption: employee only about $677,267 at 4% or $451,511 at 6%; with 50% employer match about $451,511 at 4% or $301,007 at 6%; with 100% employer match about $338,633 at 4% or $225,756 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 6 | $555,926 | $37,544 | $6,257iApproximate average salary by contribution assumption: employee only about $156,433 at 4% or $104,289 at 6%; with 50% employer match about $104,289 at 4% or $69,526 at 6%; with 100% employer match about $78,217 at 4% or $52,144 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 4 | $254,323 | $125,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| 2016 | 2 | 6 | $588,134 | $155,942 | $25,990iApproximate average salary by contribution assumption: employee only about $649,758 at 4% or $433,172 at 6%; with 50% employer match about $433,172 at 4% or $288,781 at 6%; with 100% employer match about $324,879 at 4% or $216,586 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 6 | $463,334 | $31,142 | $5,190iApproximate average salary by contribution assumption: employee only about $129,758 at 4% or $86,506 at 6%; with 50% employer match about $86,506 at 4% or $57,670 at 6%; with 100% employer match about $64,879 at 4% or $43,253 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Pension Plan | - | 5 | $124,800 | $124,800 | $24,960iApproximate average salary by contribution assumption: employee only about $624,000 at 4% or $416,000 at 6%; with 50% employer match about $416,000 at 4% or $277,333 at 6%; with 100% employer match about $312,000 at 4% or $208,000 at 6%. |
| 2015 | 1 | 6 | $399,450 | $34,664 | $5,777iApproximate average salary by contribution assumption: employee only about $144,433 at 4% or $96,289 at 6%; with 50% employer match about $96,289 at 4% or $64,193 at 6%; with 100% employer match about $72,217 at 4% or $48,144 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 6 | $399,450 | $34,664 | $5,777iApproximate average salary by contribution assumption: employee only about $144,433 at 4% or $96,289 at 6%; with 50% employer match about $96,289 at 4% or $64,193 at 6%; with 100% employer match about $72,217 at 4% or $48,144 at 6%. |
| 2014 | 1 | 6 | $369,403 | $33,932 | $5,655iApproximate average salary by contribution assumption: employee only about $141,383 at 4% or $94,256 at 6%; with 50% employer match about $94,256 at 4% or $62,837 at 6%; with 100% employer match about $70,692 at 4% or $47,128 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 6 | $369,403 | $33,932 | $5,655iApproximate average salary by contribution assumption: employee only about $141,383 at 4% or $94,256 at 6%; with 50% employer match about $94,256 at 4% or $62,837 at 6%; with 100% employer match about $70,692 at 4% or $47,128 at 6%. |
| 2013 | 1 | 5 | $327,319 | $33,156 | $6,631iApproximate average salary by contribution assumption: employee only about $165,780 at 4% or $110,520 at 6%; with 50% employer match about $110,520 at 4% or $73,680 at 6%; with 100% employer match about $82,890 at 4% or $55,260 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $327,319 | $33,156 | $6,631iApproximate average salary by contribution assumption: employee only about $165,780 at 4% or $110,520 at 6%; with 50% employer match about $110,520 at 4% or $73,680 at 6%; with 100% employer match about $82,890 at 4% or $55,260 at 6%. |
| 2012 | 1 | 5 | $282,032 | $32,506 | $6,501iApproximate average salary by contribution assumption: employee only about $162,530 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,236 at 6%; with 100% employer match about $81,265 at 4% or $54,177 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $282,032 | $32,506 | $6,501iApproximate average salary by contribution assumption: employee only about $162,530 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,236 at 6%; with 100% employer match about $81,265 at 4% or $54,177 at 6%. |
| 2011 | 1 | 5 | $216,008 | $26,356 | $5,271iApproximate average salary by contribution assumption: employee only about $131,780 at 4% or $87,853 at 6%; with 50% employer match about $87,853 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,927 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $216,008 | $26,356 | $5,271iApproximate average salary by contribution assumption: employee only about $131,780 at 4% or $87,853 at 6%; with 50% employer match about $87,853 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,927 at 6%. |
| 2010 | 1 | 6 | $202,160 | $25,469 | $4,245iApproximate average salary by contribution assumption: employee only about $106,121 at 4% or $70,747 at 6%; with 50% employer match about $70,747 at 4% or $47,165 at 6%; with 100% employer match about $53,060 at 4% or $35,374 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 6 | $202,160 | $25,469 | $4,245iApproximate average salary by contribution assumption: employee only about $106,121 at 4% or $70,747 at 6%; with 50% employer match about $70,747 at 4% or $47,165 at 6%; with 100% employer match about $53,060 at 4% or $35,374 at 6%. |
| 2009 | 1 | 5 | $158,597 | $24,398 | $4,880iApproximate average salary by contribution assumption: employee only about $121,990 at 4% or $81,327 at 6%; with 50% employer match about $81,327 at 4% or $54,218 at 6%; with 100% employer match about $60,995 at 4% or $40,663 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $158,597 | $24,398 | $4,880iApproximate average salary by contribution assumption: employee only about $121,990 at 4% or $81,327 at 6%; with 50% employer match about $81,327 at 4% or $54,218 at 6%; with 100% employer match about $60,995 at 4% or $40,663 at 6%. |
| 2008 | 1 | 5 | $106,098 | $23,068 | $4,614iApproximate average salary by contribution assumption: employee only about $115,340 at 4% or $76,893 at 6%; with 50% employer match about $76,893 at 4% or $51,262 at 6%; with 100% employer match about $57,670 at 4% or $38,447 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | $106,098 | $23,068 | $4,614iApproximate average salary by contribution assumption: employee only about $115,340 at 4% or $76,893 at 6%; with 50% employer match about $76,893 at 4% or $51,262 at 6%; with 100% employer match about $57,670 at 4% or $38,447 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $57,951 | $56,331 | $14,083iApproximate average salary by contribution assumption: employee only about $352,069 at 4% or $234,713 at 6%; with 50% employer match about $234,713 at 4% or $156,475 at 6%; with 100% employer match about $176,034 at 4% or $117,356 at 6%. |
| Hsiao-Fen Chen, M.D. Inc. Retirement Plan | - | 4 | $57,951 | $56,331 | $14,083iApproximate average salary by contribution assumption: employee only about $352,069 at 4% or $234,713 at 6%; with 50% employer match about $234,713 at 4% or $156,475 at 6%; with 100% employer match about $176,034 at 4% or $117,356 at 6%. |