Donald F. Chen, M.D.
Plan context: Donald F. Chen, M.D. Defined Benefit Pension Plan
EIN 77-0074813 • Camarillo, CA • 39 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$2,704,066
2020 Contributions
$39,643
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 2 | 2 | $2,704,066 | $39,643 | $19,822iApproximate average salary by contribution assumption: employee only about $495,538 at 4% or $330,358 at 6%; with 50% employer match about $330,358 at 4% or $220,239 at 6%; with 100% employer match about $247,769 at 4% or $165,179 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 2 | $2,146,427 | $0 | - |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | $557,639 | $39,643 | $19,822iApproximate average salary by contribution assumption: employee only about $495,538 at 4% or $330,358 at 6%; with 50% employer match about $330,358 at 4% or $220,239 at 6%; with 100% employer match about $247,769 at 4% or $165,179 at 6%. |
| 2019 | 2 | 5 | $4,312,264 | $76,285 | $15,257iApproximate average salary by contribution assumption: employee only about $381,425 at 4% or $254,283 at 6%; with 50% employer match about $254,283 at 4% or $169,522 at 6%; with 100% employer match about $190,713 at 4% or $127,142 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 2 | $3,783,902 | $0 | - |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 5 | $528,362 | $76,285 | $15,257iApproximate average salary by contribution assumption: employee only about $381,425 at 4% or $254,283 at 6%; with 50% employer match about $254,283 at 4% or $169,522 at 6%; with 100% employer match about $190,713 at 4% or $127,142 at 6%. |
| 2018 | 2 | 5 | $3,487,006 | $72,111 | $14,422iApproximate average salary by contribution assumption: employee only about $360,555 at 4% or $240,370 at 6%; with 50% employer match about $240,370 at 4% or $160,247 at 6%; with 100% employer match about $180,278 at 4% or $120,185 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $3,115,099 | $0 | - |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 5 | $371,907 | $72,111 | $14,422iApproximate average salary by contribution assumption: employee only about $360,555 at 4% or $240,370 at 6%; with 50% employer match about $240,370 at 4% or $160,247 at 6%; with 100% employer match about $180,278 at 4% or $120,185 at 6%. |
| 2017 | 1 | 3 | $3,241,070 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $3,241,070 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2016 | 1 | 5 | $2,945,828 | $160,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 5 | $2,945,828 | $160,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| 2015 | 1 | 4 | $2,509,321 | $165,000 | $41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 4 | $2,509,321 | $165,000 | $41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%. |
| 2013 | 2 | 2 | $2,679,081 | $170,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 2 | $2,391,252 | $170,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | $287,829 | - | - |
| 2012 | 2 | 4 | $2,261,915 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 4 | $2,006,079 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $255,836 | - | - |
| 2011 | 2 | 4 | $2,002,218 | $130,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 4 | $1,758,567 | $130,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $243,651 | - | - |
| 2010 | 2 | 5 | $1,839,783 | $130,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 5 | $1,600,353 | $130,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 5 | $239,430 | - | - |
| 2009 | 2 | 3 | $1,595,483 | $160,000 | $53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $1,372,059 | $160,000 | $53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $223,424 | - | - |
| 2008 | 2 | 3 | $1,358,215 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $1,146,818 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $211,397 | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | - | - | - |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2006 | 2 | 4 | $1,204,293 | $164,716 | $41,179iApproximate average salary by contribution assumption: employee only about $1,029,475 at 4% or $686,317 at 6%; with 50% employer match about $686,317 at 4% or $457,544 at 6%; with 100% employer match about $514,738 at 4% or $343,158 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 4 | $955,982 | $164,716 | $41,179iApproximate average salary by contribution assumption: employee only about $1,029,475 at 4% or $686,317 at 6%; with 50% employer match about $686,317 at 4% or $457,544 at 6%; with 100% employer match about $514,738 at 4% or $343,158 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $248,311 | - | - |
| 2005 | 2 | 3 | $972,900 | $130,600 | $43,533iApproximate average salary by contribution assumption: employee only about $1,088,333 at 4% or $725,556 at 6%; with 50% employer match about $725,556 at 4% or $483,704 at 6%; with 100% employer match about $544,167 at 4% or $362,778 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $740,515 | $130,600 | $43,533iApproximate average salary by contribution assumption: employee only about $1,088,333 at 4% or $725,556 at 6%; with 50% employer match about $725,556 at 4% or $483,704 at 6%; with 100% employer match about $544,167 at 4% or $362,778 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $232,385 | - | - |
| 2004 | 2 | 3 | $829,322 | $106,625 | $35,542iApproximate average salary by contribution assumption: employee only about $888,542 at 4% or $592,361 at 6%; with 50% employer match about $592,361 at 4% or $394,907 at 6%; with 100% employer match about $444,271 at 4% or $296,181 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $600,518 | $106,625 | $35,542iApproximate average salary by contribution assumption: employee only about $888,542 at 4% or $592,361 at 6%; with 50% employer match about $592,361 at 4% or $394,907 at 6%; with 100% employer match about $444,271 at 4% or $296,181 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $228,804 | - | - |
| 2003 | 2 | 3 | $685,519 | $85,329 | $28,443iApproximate average salary by contribution assumption: employee only about $711,075 at 4% or $474,050 at 6%; with 50% employer match about $474,050 at 4% or $316,033 at 6%; with 100% employer match about $355,538 at 4% or $237,025 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $468,485 | $85,329 | $28,443iApproximate average salary by contribution assumption: employee only about $711,075 at 4% or $474,050 at 6%; with 50% employer match about $474,050 at 4% or $316,033 at 6%; with 100% employer match about $355,538 at 4% or $237,025 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $217,034 | - | - |
| 2002 | 2 | 3 | $531,834 | $134,950 | $44,983iApproximate average salary by contribution assumption: employee only about $1,124,583 at 4% or $749,722 at 6%; with 50% employer match about $749,722 at 4% or $499,815 at 6%; with 100% employer match about $562,292 at 4% or $374,861 at 6%. |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $339,518 | $134,950 | $44,983iApproximate average salary by contribution assumption: employee only about $1,124,583 at 4% or $749,722 at 6%; with 50% employer match about $749,722 at 4% or $499,815 at 6%; with 100% employer match about $562,292 at 4% or $374,861 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $192,316 | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | - | - | - |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $428,045 | $40,059 | $13,353iApproximate average salary by contribution assumption: employee only about $333,825 at 4% or $222,550 at 6%; with 50% employer match about $222,550 at 4% or $148,367 at 6%; with 100% employer match about $166,913 at 4% or $111,275 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $262,798 | - | - |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $165,247 | $40,059 | $13,353iApproximate average salary by contribution assumption: employee only about $333,825 at 4% or $222,550 at 6%; with 50% employer match about $222,550 at 4% or $148,367 at 6%; with 100% employer match about $166,913 at 4% or $111,275 at 6%. |
| 1999 | 2 | 3 | $440,883 | $39,044 | $13,015iApproximate average salary by contribution assumption: employee only about $325,367 at 4% or $216,911 at 6%; with 50% employer match about $216,911 at 4% or $144,607 at 6%; with 100% employer match about $162,683 at 4% or $108,456 at 6%. |
| Donald F. Chen, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $270,680 | - | - |
| Donald F. Chen, M.D. Defined Benefit Pension Plan | - | 3 | $170,203 | $39,044 | $13,015iApproximate average salary by contribution assumption: employee only about $325,367 at 4% or $216,911 at 6%; with 50% employer match about $216,911 at 4% or $144,607 at 6%; with 100% employer match about $162,683 at 4% or $108,456 at 6%. |