Civic Intelligence

Jackson Chen

Plan context: Jackson Chen, MD, Pa Retirement Trust

EIN 74-2998021 • Corpus Christi, TX • 8 filings • 2 plans

5920 SaratogaSuite 320ACorpus Christi, TX 78414
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$895,919

2013 Contributions

$29,405

Historical Graphs

Total Assets Over Time

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

$895,919$447,960$0200420102012YearValue
$895,919Latest year 2012

Participants Over Time

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

740200420092012YearValue
5Latest year 2012

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
201310$0$29,405-
Jackson Chen, MD, Pa Retirement Trust-0$0$29,405-
201215$895,919$86,748$17,350iApproximate average salary by contribution assumption: employee only about $433,740 at 4% or $289,160 at 6%; with 50% employer match about $289,160 at 4% or $192,773 at 6%; with 100% employer match about $216,870 at 4% or $144,580 at 6%.
Jackson Chen, MD, Pa Retirement Trust-5$895,919$86,748$17,350iApproximate average salary by contribution assumption: employee only about $433,740 at 4% or $289,160 at 6%; with 50% employer match about $289,160 at 4% or $192,773 at 6%; with 100% employer match about $216,870 at 4% or $144,580 at 6%.
201116$689,861$86,830$14,472iApproximate average salary by contribution assumption: employee only about $361,792 at 4% or $241,194 at 6%; with 50% employer match about $241,194 at 4% or $160,796 at 6%; with 100% employer match about $180,896 at 4% or $120,597 at 6%.
Jackson Chen, MD, Pa Retirement Trust-6$689,861$86,830$14,472iApproximate average salary by contribution assumption: employee only about $361,792 at 4% or $241,194 at 6%; with 50% employer match about $241,194 at 4% or $160,796 at 6%; with 100% employer match about $180,896 at 4% or $120,597 at 6%.
201016$614,736$64,577$10,763iApproximate average salary by contribution assumption: employee only about $269,071 at 4% or $179,381 at 6%; with 50% employer match about $179,381 at 4% or $119,587 at 6%; with 100% employer match about $134,535 at 4% or $89,690 at 6%.
Jackson Chen, MD, Pa Retirement Trust-6$614,736$64,577$10,763iApproximate average salary by contribution assumption: employee only about $269,071 at 4% or $179,381 at 6%; with 50% employer match about $179,381 at 4% or $119,587 at 6%; with 100% employer match about $134,535 at 4% or $89,690 at 6%.
200916$488,944$69,335$11,556iApproximate average salary by contribution assumption: employee only about $288,896 at 4% or $192,597 at 6%; with 50% employer match about $192,597 at 4% or $128,398 at 6%; with 100% employer match about $144,448 at 4% or $96,299 at 6%.
Jackson Chen, MD, Pa Retirement Trust-6$488,944$69,335$11,556iApproximate average salary by contribution assumption: employee only about $288,896 at 4% or $192,597 at 6%; with 50% employer match about $192,597 at 4% or $128,398 at 6%; with 100% employer match about $144,448 at 4% or $96,299 at 6%.
200815$0$0-
Jackson Chen, MD, Pa Retirement Trust-5---
200517$223,165$59,306$8,472iApproximate average salary by contribution assumption: employee only about $211,807 at 4% or $141,205 at 6%; with 50% employer match about $141,205 at 4% or $94,137 at 6%; with 100% employer match about $105,904 at 4% or $70,602 at 6%.
Jackson Chen, MD, Pa Retirement Trust-7$223,165$59,306$8,472iApproximate average salary by contribution assumption: employee only about $211,807 at 4% or $141,205 at 6%; with 50% employer match about $141,205 at 4% or $94,137 at 6%; with 100% employer match about $105,904 at 4% or $70,602 at 6%.
200417$154,854$58,804$8,401iApproximate average salary by contribution assumption: employee only about $210,014 at 4% or $140,010 at 6%; with 50% employer match about $140,010 at 4% or $93,340 at 6%; with 100% employer match about $105,007 at 4% or $70,005 at 6%.
Jackson Chen, MD, Pa Retirement Trust-7$154,854$58,804$8,401iApproximate average salary by contribution assumption: employee only about $210,014 at 4% or $140,010 at 6%; with 50% employer match about $140,010 at 4% or $93,340 at 6%; with 100% employer match about $105,007 at 4% or $70,005 at 6%.