Civic Intelligence

Lan T. Nguyen, MD

Plan context: LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN

EIN 75-3134661 • Los Altos, CA • 28 filings • 3 plans

60 South El MonteLos Altos, CA 94022
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$7,993,520

2024 Contributions

$85,260

Historical Graphs

Total Assets Over Time

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

$7,993,520$3,996,760$0201120182024YearValue
$7,993,520Latest year 2024

Participants Over Time

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

320201120182024YearValue
3Latest 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
202423$7,993,520$85,260$28,420iApproximate average salary by contribution assumption: employee only about $710,500 at 4% or $473,667 at 6%; with 50% employer match about $473,667 at 4% or $315,778 at 6%; with 100% employer match about $355,250 at 4% or $236,833 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-3$7,028,822$0-
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$964,698$85,260$42,630iApproximate average salary by contribution assumption: employee only about $1,065,750 at 4% or $710,500 at 6%; with 50% employer match about $710,500 at 4% or $473,667 at 6%; with 100% employer match about $532,875 at 4% or $355,250 at 6%.
202322$5,412,344$85,290$42,645iApproximate average salary by contribution assumption: employee only about $1,066,125 at 4% or $710,750 at 6%; with 50% employer match about $710,750 at 4% or $473,833 at 6%; with 100% employer match about $533,063 at 4% or $355,375 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$4,779,098$0-
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$633,246$85,290$42,645iApproximate average salary by contribution assumption: employee only about $1,066,125 at 4% or $710,750 at 6%; with 50% employer match about $710,750 at 4% or $473,833 at 6%; with 100% employer match about $533,063 at 4% or $355,375 at 6%.
202222$3,184,811$77,795$38,898iApproximate average salary by contribution assumption: employee only about $972,438 at 4% or $648,292 at 6%; with 50% employer match about $648,292 at 4% or $432,194 at 6%; with 100% employer match about $486,219 at 4% or $324,146 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$2,778,435$0-
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$406,376$77,795$38,898iApproximate average salary by contribution assumption: employee only about $972,438 at 4% or $648,292 at 6%; with 50% employer match about $648,292 at 4% or $432,194 at 6%; with 100% employer match about $486,219 at 4% or $324,146 at 6%.
202122$5,720,586$74,454$37,227iApproximate average salary by contribution assumption: employee only about $930,675 at 4% or $620,450 at 6%; with 50% employer match about $620,450 at 4% or $413,633 at 6%; with 100% employer match about $465,338 at 4% or $310,225 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$5,186,363$0-
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$534,223$74,454$37,227iApproximate average salary by contribution assumption: employee only about $930,675 at 4% or $620,450 at 6%; with 50% employer match about $620,450 at 4% or $413,633 at 6%; with 100% employer match about $465,338 at 4% or $310,225 at 6%.
202022$4,537,649$71,850$35,925iApproximate average salary by contribution assumption: employee only about $898,125 at 4% or $598,750 at 6%; with 50% employer match about $598,750 at 4% or $399,167 at 6%; with 100% employer match about $449,063 at 4% or $299,375 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$4,049,533$0-
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$488,116$71,850$35,925iApproximate average salary by contribution assumption: employee only about $898,125 at 4% or $598,750 at 6%; with 50% employer match about $598,750 at 4% or $399,167 at 6%; with 100% employer match about $449,063 at 4% or $299,375 at 6%.
201922$2,625,929$81,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$2,335,113$0-
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$290,816$81,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
201822$1,949,800$157,816$78,908iApproximate average salary by contribution assumption: employee only about $1,972,700 at 4% or $1,315,133 at 6%; with 50% employer match about $1,315,133 at 4% or $876,756 at 6%; with 100% employer match about $986,350 at 4% or $657,567 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$1,787,975$137,378$68,689iApproximate average salary by contribution assumption: employee only about $1,717,225 at 4% or $1,144,817 at 6%; with 50% employer match about $1,144,817 at 4% or $763,211 at 6%; with 100% employer match about $858,613 at 4% or $572,408 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$161,825$20,438$10,219iApproximate average salary by contribution assumption: employee only about $255,475 at 4% or $170,317 at 6%; with 50% employer match about $170,317 at 4% or $113,544 at 6%; with 100% employer match about $127,738 at 4% or $85,158 at 6%.
201722$1,779,120$134,590$67,295iApproximate average salary by contribution assumption: employee only about $1,682,375 at 4% or $1,121,583 at 6%; with 50% employer match about $1,121,583 at 4% or $747,722 at 6%; with 100% employer match about $841,188 at 4% or $560,792 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$1,642,058$114,430$57,215iApproximate average salary by contribution assumption: employee only about $1,430,375 at 4% or $953,583 at 6%; with 50% employer match about $953,583 at 4% or $635,722 at 6%; with 100% employer match about $715,188 at 4% or $476,792 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$137,062$20,160$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
201622$1,373,839$415,000$207,500iApproximate average salary by contribution assumption: employee only about $5,187,500 at 4% or $3,458,333 at 6%; with 50% employer match about $3,458,333 at 4% or $2,305,556 at 6%; with 100% employer match about $2,593,750 at 4% or $1,729,167 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$1,267,777$400,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$106,062$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201522$899,033$183,446$91,723iApproximate average salary by contribution assumption: employee only about $2,293,075 at 4% or $1,528,717 at 6%; with 50% employer match about $1,528,717 at 4% or $1,019,144 at 6%; with 100% employer match about $1,146,538 at 4% or $764,358 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$814,084$167,399$83,700iApproximate average salary by contribution assumption: employee only about $2,092,488 at 4% or $1,394,992 at 6%; with 50% employer match about $1,394,992 at 4% or $929,994 at 6%; with 100% employer match about $1,046,244 at 4% or $697,496 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$84,949$16,047$8,024iApproximate average salary by contribution assumption: employee only about $200,588 at 4% or $133,725 at 6%; with 50% employer match about $133,725 at 4% or $89,150 at 6%; with 100% employer match about $100,294 at 4% or $66,863 at 6%.
201422$714,119$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$645,145$163,953$81,977iApproximate average salary by contribution assumption: employee only about $2,049,413 at 4% or $1,366,275 at 6%; with 50% employer match about $1,366,275 at 4% or $910,850 at 6%; with 100% employer match about $1,024,706 at 4% or $683,138 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$68,974$16,047$8,024iApproximate average salary by contribution assumption: employee only about $200,588 at 4% or $133,725 at 6%; with 50% employer match about $133,725 at 4% or $89,150 at 6%; with 100% employer match about $100,294 at 4% or $66,863 at 6%.
201322$511,095$176,538$88,269iApproximate average salary by contribution assumption: employee only about $2,206,725 at 4% or $1,471,150 at 6%; with 50% employer match about $1,471,150 at 4% or $980,767 at 6%; with 100% employer match about $1,103,363 at 4% or $735,575 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$460,878$160,234$80,117iApproximate average salary by contribution assumption: employee only about $2,002,925 at 4% or $1,335,283 at 6%; with 50% employer match about $1,335,283 at 4% or $890,189 at 6%; with 100% employer match about $1,001,463 at 4% or $667,642 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$50,217$16,304$8,152iApproximate average salary by contribution assumption: employee only about $203,800 at 4% or $135,867 at 6%; with 50% employer match about $135,867 at 4% or $90,578 at 6%; with 100% employer match about $101,900 at 4% or $67,933 at 6%.
201222$298,582$143,920$71,960iApproximate average salary by contribution assumption: employee only about $1,799,000 at 4% or $1,199,333 at 6%; with 50% employer match about $1,199,333 at 4% or $799,556 at 6%; with 100% employer match about $899,500 at 4% or $599,667 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$268,733$129,873$64,937iApproximate average salary by contribution assumption: employee only about $1,623,413 at 4% or $1,082,275 at 6%; with 50% employer match about $1,082,275 at 4% or $721,517 at 6%; with 100% employer match about $811,706 at 4% or $541,138 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$29,849$14,047$7,024iApproximate average salary by contribution assumption: employee only about $175,588 at 4% or $117,058 at 6%; with 50% employer match about $117,058 at 4% or $78,039 at 6%; with 100% employer match about $87,794 at 4% or $58,529 at 6%.
201122$143,878$143,877$71,939iApproximate average salary by contribution assumption: employee only about $1,798,463 at 4% or $1,198,975 at 6%; with 50% employer match about $1,198,975 at 4% or $799,317 at 6%; with 100% employer match about $899,231 at 4% or $599,488 at 6%.
LAN T. NGUYEN, MD CASH BALANCE HYBRID PLAN-2$129,768$129,768$64,884iApproximate average salary by contribution assumption: employee only about $1,622,100 at 4% or $1,081,400 at 6%; with 50% employer match about $1,081,400 at 4% or $720,933 at 6%; with 100% employer match about $811,050 at 4% or $540,700 at 6%.
Lan T. Nguyen, M.D. 401(K) Profit Sharing Plan-2$14,110$14,109$7,055iApproximate average salary by contribution assumption: employee only about $176,363 at 4% or $117,575 at 6%; with 50% employer match about $117,575 at 4% or $78,383 at 6%; with 100% employer match about $88,181 at 4% or $58,788 at 6%.