Civic Intelligence

Nelson T. Yen

Plan context: Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust

EIN 76-0810736 • Fullerton, CA • 22 filings • 6 plans

130 Laguna RoadSuite BFullerton, CA 92635
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$6,120,285

2025 Contributions

$649,627

Historical Graphs

Total Assets Over Time

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

$6,120,285$3,060,143$0200620162025YearValue
$6,120,285Latest year 2025

Participants Over Time

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

27140200620162025YearValue
27Latest year 2025

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
2025227$6,120,285$649,627$24,060iApproximate average salary by contribution assumption: employee only about $601,506 at 4% or $401,004 at 6%; with 50% employer match about $401,004 at 4% or $267,336 at 6%; with 100% employer match about $300,753 at 4% or $200,502 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-27$5,314,982$231,417$8,571iApproximate average salary by contribution assumption: employee only about $214,275 at 4% or $142,850 at 6%; with 50% employer match about $142,850 at 4% or $95,233 at 6%; with 100% employer match about $107,138 at 4% or $71,425 at 6%.
NELSON T. YEN, D.D.S., M.S., INC. CASH BALANCE PLAN-23$805,303$418,210$18,183iApproximate average salary by contribution assumption: employee only about $454,576 at 4% or $303,051 at 6%; with 50% employer match about $303,051 at 4% or $202,034 at 6%; with 100% employer match about $227,288 at 4% or $151,525 at 6%.
2024225$4,982,410$590,672$23,627iApproximate average salary by contribution assumption: employee only about $590,672 at 4% or $393,781 at 6%; with 50% employer match about $393,781 at 4% or $262,521 at 6%; with 100% employer match about $295,336 at 4% or $196,891 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-25$4,592,410$200,672$8,027iApproximate average salary by contribution assumption: employee only about $200,672 at 4% or $133,781 at 6%; with 50% employer match about $133,781 at 4% or $89,188 at 6%; with 100% employer match about $100,336 at 4% or $66,891 at 6%.
NELSON T. YEN, D.D.S., M.S., INC. CASH BALANCE PLAN-18$390,000$390,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
2023123$3,834,620$280,852$12,211iApproximate average salary by contribution assumption: employee only about $305,274 at 4% or $203,516 at 6%; with 50% employer match about $203,516 at 4% or $135,677 at 6%; with 100% employer match about $152,637 at 4% or $101,758 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-23$3,834,620$280,852$12,211iApproximate average salary by contribution assumption: employee only about $305,274 at 4% or $203,516 at 6%; with 50% employer match about $203,516 at 4% or $135,677 at 6%; with 100% employer match about $152,637 at 4% or $101,758 at 6%.
2022124$3,054,690$2,183,346$90,973iApproximate average salary by contribution assumption: employee only about $2,274,319 at 4% or $1,516,213 at 6%; with 50% employer match about $1,516,213 at 4% or $1,010,808 at 6%; with 100% employer match about $1,137,159 at 4% or $758,106 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-24$3,054,690$2,183,346$90,973iApproximate average salary by contribution assumption: employee only about $2,274,319 at 4% or $1,516,213 at 6%; with 50% employer match about $1,516,213 at 4% or $1,010,808 at 6%; with 100% employer match about $1,137,159 at 4% or $758,106 at 6%.
2021112$2,161,416$92,005$7,667iApproximate average salary by contribution assumption: employee only about $191,677 at 4% or $127,785 at 6%; with 50% employer match about $127,785 at 4% or $85,190 at 6%; with 100% employer match about $95,839 at 4% or $63,892 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-12$2,161,416$92,005$7,667iApproximate average salary by contribution assumption: employee only about $191,677 at 4% or $127,785 at 6%; with 50% employer match about $127,785 at 4% or $85,190 at 6%; with 100% employer match about $95,839 at 4% or $63,892 at 6%.
2020110$1,855,254$86,535$8,654iApproximate average salary by contribution assumption: employee only about $216,338 at 4% or $144,225 at 6%; with 50% employer match about $144,225 at 4% or $96,150 at 6%; with 100% employer match about $108,169 at 4% or $72,113 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-10$1,855,254$86,535$8,654iApproximate average salary by contribution assumption: employee only about $216,338 at 4% or $144,225 at 6%; with 50% employer match about $144,225 at 4% or $96,150 at 6%; with 100% employer match about $108,169 at 4% or $72,113 at 6%.
201919$1,505,186$85,727$9,525iApproximate average salary by contribution assumption: employee only about $238,131 at 4% or $158,754 at 6%; with 50% employer match about $158,754 at 4% or $105,836 at 6%; with 100% employer match about $119,065 at 4% or $79,377 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-9$1,505,186$85,727$9,525iApproximate average salary by contribution assumption: employee only about $238,131 at 4% or $158,754 at 6%; with 50% employer match about $158,754 at 4% or $105,836 at 6%; with 100% employer match about $119,065 at 4% or $79,377 at 6%.
201819$1,245,514$84,949$9,439iApproximate average salary by contribution assumption: employee only about $235,969 at 4% or $157,313 at 6%; with 50% employer match about $157,313 at 4% or $104,875 at 6%; with 100% employer match about $117,985 at 4% or $78,656 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-9$1,245,514$84,949$9,439iApproximate average salary by contribution assumption: employee only about $235,969 at 4% or $157,313 at 6%; with 50% employer match about $157,313 at 4% or $104,875 at 6%; with 100% employer match about $117,985 at 4% or $78,656 at 6%.
2017110$1,277,728$82,813$8,281iApproximate average salary by contribution assumption: employee only about $207,032 at 4% or $138,022 at 6%; with 50% employer match about $138,022 at 4% or $92,014 at 6%; with 100% employer match about $103,516 at 4% or $69,011 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-10$1,277,728$82,813$8,281iApproximate average salary by contribution assumption: employee only about $207,032 at 4% or $138,022 at 6%; with 50% employer match about $138,022 at 4% or $92,014 at 6%; with 100% employer match about $103,516 at 4% or $69,011 at 6%.
201619$1,010,907$81,061$9,007iApproximate average salary by contribution assumption: employee only about $225,169 at 4% or $150,113 at 6%; with 50% employer match about $150,113 at 4% or $100,075 at 6%; with 100% employer match about $112,585 at 4% or $75,056 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-9$1,010,907$81,061$9,007iApproximate average salary by contribution assumption: employee only about $225,169 at 4% or $150,113 at 6%; with 50% employer match about $150,113 at 4% or $100,075 at 6%; with 100% employer match about $112,585 at 4% or $75,056 at 6%.
201519$874,735$74,658$8,295iApproximate average salary by contribution assumption: employee only about $207,383 at 4% or $138,256 at 6%; with 50% employer match about $138,256 at 4% or $92,170 at 6%; with 100% employer match about $103,692 at 4% or $69,128 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-9$874,735$74,658$8,295iApproximate average salary by contribution assumption: employee only about $207,383 at 4% or $138,256 at 6%; with 50% employer match about $138,256 at 4% or $92,170 at 6%; with 100% employer match about $103,692 at 4% or $69,128 at 6%.
201419$842,096$82,464$9,163iApproximate average salary by contribution assumption: employee only about $229,067 at 4% or $152,711 at 6%; with 50% employer match about $152,711 at 4% or $101,807 at 6%; with 100% employer match about $114,533 at 4% or $76,356 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-9$842,096$82,464$9,163iApproximate average salary by contribution assumption: employee only about $229,067 at 4% or $152,711 at 6%; with 50% employer match about $152,711 at 4% or $101,807 at 6%; with 100% employer match about $114,533 at 4% or $76,356 at 6%.
201318$743,886$86,714$10,839iApproximate average salary by contribution assumption: employee only about $270,981 at 4% or $180,654 at 6%; with 50% employer match about $180,654 at 4% or $120,436 at 6%; with 100% employer match about $135,491 at 4% or $90,327 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-8$743,886$86,714$10,839iApproximate average salary by contribution assumption: employee only about $270,981 at 4% or $180,654 at 6%; with 50% employer match about $180,654 at 4% or $120,436 at 6%; with 100% employer match about $135,491 at 4% or $90,327 at 6%.
201218$531,726$83,747$10,468iApproximate average salary by contribution assumption: employee only about $261,709 at 4% or $174,473 at 6%; with 50% employer match about $174,473 at 4% or $116,315 at 6%; with 100% employer match about $130,855 at 4% or $87,236 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-8$531,726$83,747$10,468iApproximate average salary by contribution assumption: employee only about $261,709 at 4% or $174,473 at 6%; with 50% employer match about $174,473 at 4% or $116,315 at 6%; with 100% employer match about $130,855 at 4% or $87,236 at 6%.
201119$414,428$85,190$9,466iApproximate average salary by contribution assumption: employee only about $236,639 at 4% or $157,759 at 6%; with 50% employer match about $157,759 at 4% or $105,173 at 6%; with 100% employer match about $118,319 at 4% or $78,880 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-9$414,428$85,190$9,466iApproximate average salary by contribution assumption: employee only about $236,639 at 4% or $157,759 at 6%; with 50% employer match about $157,759 at 4% or $105,173 at 6%; with 100% employer match about $118,319 at 4% or $78,880 at 6%.
201019$354,659$73,005$8,112iApproximate average salary by contribution assumption: employee only about $202,792 at 4% or $135,194 at 6%; with 50% employer match about $135,194 at 4% or $90,130 at 6%; with 100% employer match about $101,396 at 4% or $67,597 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-9$354,659$73,005$8,112iApproximate average salary by contribution assumption: employee only about $202,792 at 4% or $135,194 at 6%; with 50% employer match about $135,194 at 4% or $90,130 at 6%; with 100% employer match about $101,396 at 4% or $67,597 at 6%.
200916$244,801$65,131$10,855iApproximate average salary by contribution assumption: employee only about $271,379 at 4% or $180,919 at 6%; with 50% employer match about $180,919 at 4% or $120,613 at 6%; with 100% employer match about $135,690 at 4% or $90,460 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-6$244,801$65,131$10,855iApproximate average salary by contribution assumption: employee only about $271,379 at 4% or $180,919 at 6%; with 50% employer match about $180,919 at 4% or $120,613 at 6%; with 100% employer match about $135,690 at 4% or $90,460 at 6%.
200814$158,629$73,435$18,359iApproximate average salary by contribution assumption: employee only about $458,969 at 4% or $305,979 at 6%; with 50% employer match about $305,979 at 4% or $203,986 at 6%; with 100% employer match about $229,484 at 4% or $152,990 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-4$158,629$73,435$18,359iApproximate average salary by contribution assumption: employee only about $458,969 at 4% or $305,979 at 6%; with 50% employer match about $305,979 at 4% or $203,986 at 6%; with 100% employer match about $229,484 at 4% or $152,990 at 6%.
200714$0$0-
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-4---
200613$132,626$53,925$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.
Nelson T. Yen, D.D.S., M.S. Inc. 401(K) Profit Sharing Plan and Trust-3$132,626$53,925$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.