Civic Intelligence

Daniel S. Chen, MD., P.A.

Plan context: Daniel S. Chen, M.D., P.A. 401(K) Plan

EIN 75-1775643 • Richardson, TX • 14 filings • 2 plans

375 Municipal Drive #240Richardson, TX 75080
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,307,495

2019 Contributions

$55,000

Historical Graphs

Total Assets Over Time

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

$1,307,495$653,748$0200620132019YearValue
$1,307,495Latest year 2019

Participants Over Time

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

210200620132019YearValue
2Latest year 2019

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
201912$1,307,495$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$1,307,495$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201812$1,171,667$56,600$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$1,171,667$56,600$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
201712$1,046,533$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$1,046,533$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201612$897,959$53,625$26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$897,959$53,625$26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%.
201512$850,551$53,625$26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$850,551$53,625$26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%.
201412$727,277$49,750$24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$727,277$49,750$24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%.
201312$670,238$48,925$24,463iApproximate average salary by contribution assumption: employee only about $611,563 at 4% or $407,708 at 6%; with 50% employer match about $407,708 at 4% or $271,806 at 6%; with 100% employer match about $305,781 at 4% or $203,854 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$670,238$48,925$24,463iApproximate average salary by contribution assumption: employee only about $611,563 at 4% or $407,708 at 6%; with 50% employer match about $407,708 at 4% or $271,806 at 6%; with 100% employer match about $305,781 at 4% or $203,854 at 6%.
201212$581,211$75,165$37,583iApproximate average salary by contribution assumption: employee only about $939,563 at 4% or $626,375 at 6%; with 50% employer match about $626,375 at 4% or $417,583 at 6%; with 100% employer match about $469,781 at 4% or $313,188 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$581,211$75,165$37,583iApproximate average salary by contribution assumption: employee only about $939,563 at 4% or $626,375 at 6%; with 50% employer match about $626,375 at 4% or $417,583 at 6%; with 100% employer match about $469,781 at 4% or $313,188 at 6%.
201112$479,442$73,325$36,663iApproximate average salary by contribution assumption: employee only about $916,563 at 4% or $611,042 at 6%; with 50% employer match about $611,042 at 4% or $407,361 at 6%; with 100% employer match about $458,281 at 4% or $305,521 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$479,442$73,325$36,663iApproximate average salary by contribution assumption: employee only about $916,563 at 4% or $611,042 at 6%; with 50% employer match about $611,042 at 4% or $407,361 at 6%; with 100% employer match about $458,281 at 4% or $305,521 at 6%.
201012$383,380$76,250$38,125iApproximate average salary by contribution assumption: employee only about $953,125 at 4% or $635,417 at 6%; with 50% employer match about $635,417 at 4% or $423,611 at 6%; with 100% employer match about $476,563 at 4% or $317,708 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$383,380$76,250$38,125iApproximate average salary by contribution assumption: employee only about $953,125 at 4% or $635,417 at 6%; with 50% employer match about $635,417 at 4% or $423,611 at 6%; with 100% employer match about $476,563 at 4% or $317,708 at 6%.
200912$288,990$76,325$38,163iApproximate average salary by contribution assumption: employee only about $954,063 at 4% or $636,042 at 6%; with 50% employer match about $636,042 at 4% or $424,028 at 6%; with 100% employer match about $477,031 at 4% or $318,021 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$288,990$76,325$38,163iApproximate average salary by contribution assumption: employee only about $954,063 at 4% or $636,042 at 6%; with 50% employer match about $636,042 at 4% or $424,028 at 6%; with 100% employer match about $477,031 at 4% or $318,021 at 6%.
200812$181,705$74,625$37,313iApproximate average salary by contribution assumption: employee only about $932,813 at 4% or $621,875 at 6%; with 50% employer match about $621,875 at 4% or $414,583 at 6%; with 100% employer match about $466,406 at 4% or $310,938 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$181,705$74,625$37,313iApproximate average salary by contribution assumption: employee only about $932,813 at 4% or $621,875 at 6%; with 50% employer match about $621,875 at 4% or $414,583 at 6%; with 100% employer match about $466,406 at 4% or $310,938 at 6%.
200712$135,063$77,054$38,527iApproximate average salary by contribution assumption: employee only about $963,175 at 4% or $642,117 at 6%; with 50% employer match about $642,117 at 4% or $428,078 at 6%; with 100% employer match about $481,588 at 4% or $321,058 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$135,063$77,054$38,527iApproximate average salary by contribution assumption: employee only about $963,175 at 4% or $642,117 at 6%; with 50% employer match about $642,117 at 4% or $428,078 at 6%; with 100% employer match about $481,588 at 4% or $321,058 at 6%.
200612$57,479$57,270$28,635iApproximate average salary by contribution assumption: employee only about $715,875 at 4% or $477,250 at 6%; with 50% employer match about $477,250 at 4% or $318,167 at 6%; with 100% employer match about $357,938 at 4% or $238,625 at 6%.
Daniel S. Chen, M.D., P.A. 401(K) Plan-2$57,479$57,270$28,635iApproximate average salary by contribution assumption: employee only about $715,875 at 4% or $477,250 at 6%; with 50% employer match about $477,250 at 4% or $318,167 at 6%; with 100% employer match about $357,938 at 4% or $238,625 at 6%.