Civic Intelligence

Eddie C Chen

Plan context: Eddie C Chen Self Employed Retirement Plan

EIN 77-0066152 • San Jose, CA • 26 filings • 2 plans

2451 South King Road, #C#16BSan Jose, CA 95122
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,988,708

2024 Contributions

$73,547

Historical Graphs

Total Assets Over Time

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

$2,014,640$1,007,320$0199920132024YearValue
$1,988,708Latest year 2024

Participants Over Time

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

740199920122024YearValue
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
202413$1,988,708$73,547$24,516iApproximate average salary by contribution assumption: employee only about $612,892 at 4% or $408,594 at 6%; with 50% employer match about $408,594 at 4% or $272,396 at 6%; with 100% employer match about $306,446 at 4% or $204,297 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$1,988,708$73,547$24,516iApproximate average salary by contribution assumption: employee only about $612,892 at 4% or $408,594 at 6%; with 50% employer match about $408,594 at 4% or $272,396 at 6%; with 100% employer match about $306,446 at 4% or $204,297 at 6%.
202313$2,014,640$80,185$26,728iApproximate average salary by contribution assumption: employee only about $668,208 at 4% or $445,472 at 6%; with 50% employer match about $445,472 at 4% or $296,981 at 6%; with 100% employer match about $334,104 at 4% or $222,736 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$2,014,640$80,185$26,728iApproximate average salary by contribution assumption: employee only about $668,208 at 4% or $445,472 at 6%; with 50% employer match about $445,472 at 4% or $296,981 at 6%; with 100% employer match about $334,104 at 4% or $222,736 at 6%.
202213$1,853,509$79,915$26,638iApproximate average salary by contribution assumption: employee only about $665,958 at 4% or $443,972 at 6%; with 50% employer match about $443,972 at 4% or $295,981 at 6%; with 100% employer match about $332,979 at 4% or $221,986 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$1,853,509$79,915$26,638iApproximate average salary by contribution assumption: employee only about $665,958 at 4% or $443,972 at 6%; with 50% employer match about $443,972 at 4% or $295,981 at 6%; with 100% employer match about $332,979 at 4% or $221,986 at 6%.
202113$1,890,930$67,322$22,441iApproximate average salary by contribution assumption: employee only about $561,017 at 4% or $374,011 at 6%; with 50% employer match about $374,011 at 4% or $249,341 at 6%; with 100% employer match about $280,508 at 4% or $187,006 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$1,890,930$67,322$22,441iApproximate average salary by contribution assumption: employee only about $561,017 at 4% or $374,011 at 6%; with 50% employer match about $374,011 at 4% or $249,341 at 6%; with 100% employer match about $280,508 at 4% or $187,006 at 6%.
202013$1,769,234$69,514$23,171iApproximate average salary by contribution assumption: employee only about $579,283 at 4% or $386,189 at 6%; with 50% employer match about $386,189 at 4% or $257,459 at 6%; with 100% employer match about $289,642 at 4% or $193,094 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$1,769,234$69,514$23,171iApproximate average salary by contribution assumption: employee only about $579,283 at 4% or $386,189 at 6%; with 50% employer match about $386,189 at 4% or $257,459 at 6%; with 100% employer match about $289,642 at 4% or $193,094 at 6%.
201913$1,600,732$85,575$28,525iApproximate average salary by contribution assumption: employee only about $713,125 at 4% or $475,417 at 6%; with 50% employer match about $475,417 at 4% or $316,944 at 6%; with 100% employer match about $356,563 at 4% or $237,708 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$1,600,732$85,575$28,525iApproximate average salary by contribution assumption: employee only about $713,125 at 4% or $475,417 at 6%; with 50% employer match about $475,417 at 4% or $316,944 at 6%; with 100% employer match about $356,563 at 4% or $237,708 at 6%.
201813$1,472,632$90,002$30,001iApproximate average salary by contribution assumption: employee only about $750,017 at 4% or $500,011 at 6%; with 50% employer match about $500,011 at 4% or $333,341 at 6%; with 100% employer match about $375,008 at 4% or $250,006 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$1,472,632$90,002$30,001iApproximate average salary by contribution assumption: employee only about $750,017 at 4% or $500,011 at 6%; with 50% employer match about $500,011 at 4% or $333,341 at 6%; with 100% employer match about $375,008 at 4% or $250,006 at 6%.
201713$1,373,409$96,101$32,034iApproximate average salary by contribution assumption: employee only about $800,842 at 4% or $533,894 at 6%; with 50% employer match about $533,894 at 4% or $355,930 at 6%; with 100% employer match about $400,421 at 4% or $266,947 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$1,373,409$96,101$32,034iApproximate average salary by contribution assumption: employee only about $800,842 at 4% or $533,894 at 6%; with 50% employer match about $533,894 at 4% or $355,930 at 6%; with 100% employer match about $400,421 at 4% or $266,947 at 6%.
201614$1,273,651$91,477$22,869iApproximate average salary by contribution assumption: employee only about $571,731 at 4% or $381,154 at 6%; with 50% employer match about $381,154 at 4% or $254,103 at 6%; with 100% employer match about $285,866 at 4% or $190,577 at 6%.
Eddie C Chen Self Employed Retirement Plan-4$1,273,651$91,477$22,869iApproximate average salary by contribution assumption: employee only about $571,731 at 4% or $381,154 at 6%; with 50% employer match about $381,154 at 4% or $254,103 at 6%; with 100% employer match about $285,866 at 4% or $190,577 at 6%.
201515$1,216,679$91,030$18,206iApproximate average salary by contribution assumption: employee only about $455,150 at 4% or $303,433 at 6%; with 50% employer match about $303,433 at 4% or $202,289 at 6%; with 100% employer match about $227,575 at 4% or $151,717 at 6%.
Eddie C Chen Self Employed Retirement Plan-5$1,216,679$91,030$18,206iApproximate average salary by contribution assumption: employee only about $455,150 at 4% or $303,433 at 6%; with 50% employer match about $303,433 at 4% or $202,289 at 6%; with 100% employer match about $227,575 at 4% or $151,717 at 6%.
201414$1,139,831$82,519$20,630iApproximate average salary by contribution assumption: employee only about $515,744 at 4% or $343,829 at 6%; with 50% employer match about $343,829 at 4% or $229,219 at 6%; with 100% employer match about $257,872 at 4% or $171,915 at 6%.
Eddie C Chen Self Employed Retirement Plan-4$1,139,831$82,519$20,630iApproximate average salary by contribution assumption: employee only about $515,744 at 4% or $343,829 at 6%; with 50% employer match about $343,829 at 4% or $229,219 at 6%; with 100% employer match about $257,872 at 4% or $171,915 at 6%.
201314$1,050,425$81,227$20,307iApproximate average salary by contribution assumption: employee only about $507,669 at 4% or $338,446 at 6%; with 50% employer match about $338,446 at 4% or $225,631 at 6%; with 100% employer match about $253,834 at 4% or $169,223 at 6%.
Eddie C Chen Self Employed Retirement Plan-4$1,050,425$81,227$20,307iApproximate average salary by contribution assumption: employee only about $507,669 at 4% or $338,446 at 6%; with 50% employer match about $338,446 at 4% or $225,631 at 6%; with 100% employer match about $253,834 at 4% or $169,223 at 6%.
201214$988,062$77,987$19,497iApproximate average salary by contribution assumption: employee only about $487,419 at 4% or $324,946 at 6%; with 50% employer match about $324,946 at 4% or $216,631 at 6%; with 100% employer match about $243,709 at 4% or $162,473 at 6%.
Eddie C Chen Self Employed Retirement Plan-4$988,062$77,987$19,497iApproximate average salary by contribution assumption: employee only about $487,419 at 4% or $324,946 at 6%; with 50% employer match about $324,946 at 4% or $216,631 at 6%; with 100% employer match about $243,709 at 4% or $162,473 at 6%.
201115$911,369$83,087$16,617iApproximate average salary by contribution assumption: employee only about $415,435 at 4% or $276,957 at 6%; with 50% employer match about $276,957 at 4% or $184,638 at 6%; with 100% employer match about $207,718 at 4% or $138,478 at 6%.
Eddie C Chen Self Employed Retirement Plan-5$911,369$83,087$16,617iApproximate average salary by contribution assumption: employee only about $415,435 at 4% or $276,957 at 6%; with 50% employer match about $276,957 at 4% or $184,638 at 6%; with 100% employer match about $207,718 at 4% or $138,478 at 6%.
201016$934,040$95,418$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
Eddie C Chen Self Employed Retirement Plan-6$934,040$95,418$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
200917$860,660$59,050$8,436iApproximate average salary by contribution assumption: employee only about $210,893 at 4% or $140,595 at 6%; with 50% employer match about $140,595 at 4% or $93,730 at 6%; with 100% employer match about $105,446 at 4% or $70,298 at 6%.
Eddie C Chen Self Employed Retirement Plan-7$860,660$59,050$8,436iApproximate average salary by contribution assumption: employee only about $210,893 at 4% or $140,595 at 6%; with 50% employer match about $140,595 at 4% or $93,730 at 6%; with 100% employer match about $105,446 at 4% or $70,298 at 6%.
200815$775,473$62,501$12,500iApproximate average salary by contribution assumption: employee only about $312,505 at 4% or $208,337 at 6%; with 50% employer match about $208,337 at 4% or $138,891 at 6%; with 100% employer match about $156,253 at 4% or $104,168 at 6%.
Eddie C Chen Self Employed Retirement Plan-5$775,473$62,501$12,500iApproximate average salary by contribution assumption: employee only about $312,505 at 4% or $208,337 at 6%; with 50% employer match about $208,337 at 4% or $138,891 at 6%; with 100% employer match about $156,253 at 4% or $104,168 at 6%.
200715$0$0-
Eddie C Chen Self Employed Retirement Plan-5---
200615$656,864$20,173$4,035iApproximate average salary by contribution assumption: employee only about $100,865 at 4% or $67,243 at 6%; with 50% employer match about $67,243 at 4% or $44,829 at 6%; with 100% employer match about $50,433 at 4% or $33,622 at 6%.
Eddie C Chen Self Employed Retirement Plan-5$656,864$20,173$4,035iApproximate average salary by contribution assumption: employee only about $100,865 at 4% or $67,243 at 6%; with 50% employer match about $67,243 at 4% or $44,829 at 6%; with 100% employer match about $50,433 at 4% or $33,622 at 6%.
200515$603,971$19,441$3,888iApproximate average salary by contribution assumption: employee only about $97,205 at 4% or $64,803 at 6%; with 50% employer match about $64,803 at 4% or $43,202 at 6%; with 100% employer match about $48,603 at 4% or $32,402 at 6%.
Eddie C Chen Self Employed Retirement Plan-5$603,971$19,441$3,888iApproximate average salary by contribution assumption: employee only about $97,205 at 4% or $64,803 at 6%; with 50% employer match about $64,803 at 4% or $43,202 at 6%; with 100% employer match about $48,603 at 4% or $32,402 at 6%.
200415$560,139$24,698$4,940iApproximate average salary by contribution assumption: employee only about $123,490 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,884 at 6%; with 100% employer match about $61,745 at 4% or $41,163 at 6%.
Eddie C Chen Self Employed Retirement Plan-5$560,139$24,698$4,940iApproximate average salary by contribution assumption: employee only about $123,490 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,884 at 6%; with 100% employer match about $61,745 at 4% or $41,163 at 6%.
200315$528,112$12,918$2,584iApproximate average salary by contribution assumption: employee only about $64,590 at 4% or $43,060 at 6%; with 50% employer match about $43,060 at 4% or $28,707 at 6%; with 100% employer match about $32,295 at 4% or $21,530 at 6%.
Eddie C Chen Self Employed Retirement Plan-5$528,112$12,918$2,584iApproximate average salary by contribution assumption: employee only about $64,590 at 4% or $43,060 at 6%; with 50% employer match about $43,060 at 4% or $28,707 at 6%; with 100% employer match about $32,295 at 4% or $21,530 at 6%.
200213$495,797$30,899$10,300iApproximate average salary by contribution assumption: employee only about $257,492 at 4% or $171,661 at 6%; with 50% employer match about $171,661 at 4% or $114,441 at 6%; with 100% employer match about $128,746 at 4% or $85,831 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$495,797$30,899$10,300iApproximate average salary by contribution assumption: employee only about $257,492 at 4% or $171,661 at 6%; with 50% employer match about $171,661 at 4% or $114,441 at 6%; with 100% employer match about $128,746 at 4% or $85,831 at 6%.
200112$0$0-
Eddie C Chen Self Employed Retirement Plan-2---
200012$446,638$28,213$14,107iApproximate average salary by contribution assumption: employee only about $352,663 at 4% or $235,108 at 6%; with 50% employer match about $235,108 at 4% or $156,739 at 6%; with 100% employer match about $176,331 at 4% or $117,554 at 6%.
Eddie C Chen Self Employed Retirement Plan-2$446,638$28,213$14,107iApproximate average salary by contribution assumption: employee only about $352,663 at 4% or $235,108 at 6%; with 50% employer match about $235,108 at 4% or $156,739 at 6%; with 100% employer match about $176,331 at 4% or $117,554 at 6%.
199913$492,611$27,756$9,252iApproximate average salary by contribution assumption: employee only about $231,300 at 4% or $154,200 at 6%; with 50% employer match about $154,200 at 4% or $102,800 at 6%; with 100% employer match about $115,650 at 4% or $77,100 at 6%.
Eddie C Chen Self Employed Retirement Plan-3$492,611$27,756$9,252iApproximate average salary by contribution assumption: employee only about $231,300 at 4% or $154,200 at 6%; with 50% employer match about $154,200 at 4% or $102,800 at 6%; with 100% employer match about $115,650 at 4% or $77,100 at 6%.