Raymond T. Chu, DMD
Plan context: Raymond T. Chu, DMD Retirement Plan & Trust
EIN 77-0315850 • Cupertino, CA • 25 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$2,799,983
2023 Contributions
$76,907
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 0 | $0 | $0 | - |
| 2022 | 1 | 4 | $2,799,983 | $76,907 | $19,227iApproximate average salary by contribution assumption: employee only about $480,669 at 4% or $320,446 at 6%; with 50% employer match about $320,446 at 4% or $213,631 at 6%; with 100% employer match about $240,334 at 4% or $160,223 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $2,799,983 | $76,907 | $19,227iApproximate average salary by contribution assumption: employee only about $480,669 at 4% or $320,446 at 6%; with 50% employer match about $320,446 at 4% or $213,631 at 6%; with 100% employer match about $240,334 at 4% or $160,223 at 6%. |
| 2021 | 1 | 4 | $3,367,832 | $72,957 | $18,239iApproximate average salary by contribution assumption: employee only about $455,981 at 4% or $303,988 at 6%; with 50% employer match about $303,988 at 4% or $202,658 at 6%; with 100% employer match about $227,991 at 4% or $151,994 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $3,367,832 | $72,957 | $18,239iApproximate average salary by contribution assumption: employee only about $455,981 at 4% or $303,988 at 6%; with 50% employer match about $303,988 at 4% or $202,658 at 6%; with 100% employer match about $227,991 at 4% or $151,994 at 6%. |
| 2020 | 1 | 4 | $2,845,006 | $66,803 | $16,701iApproximate average salary by contribution assumption: employee only about $417,519 at 4% or $278,346 at 6%; with 50% employer match about $278,346 at 4% or $185,564 at 6%; with 100% employer match about $208,759 at 4% or $139,173 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $2,845,006 | $66,803 | $16,701iApproximate average salary by contribution assumption: employee only about $417,519 at 4% or $278,346 at 6%; with 50% employer match about $278,346 at 4% or $185,564 at 6%; with 100% employer match about $208,759 at 4% or $139,173 at 6%. |
| 2019 | 1 | 4 | $2,528,585 | $68,977 | $17,244iApproximate average salary by contribution assumption: employee only about $431,106 at 4% or $287,404 at 6%; with 50% employer match about $287,404 at 4% or $191,603 at 6%; with 100% employer match about $215,553 at 4% or $143,702 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $2,528,585 | $68,977 | $17,244iApproximate average salary by contribution assumption: employee only about $431,106 at 4% or $287,404 at 6%; with 50% employer match about $287,404 at 4% or $191,603 at 6%; with 100% employer match about $215,553 at 4% or $143,702 at 6%. |
| 2018 | 1 | 4 | $2,840,063 | $69,442 | $17,361iApproximate average salary by contribution assumption: employee only about $434,013 at 4% or $289,342 at 6%; with 50% employer match about $289,342 at 4% or $192,894 at 6%; with 100% employer match about $217,006 at 4% or $144,671 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $2,840,063 | $69,442 | $17,361iApproximate average salary by contribution assumption: employee only about $434,013 at 4% or $289,342 at 6%; with 50% employer match about $289,342 at 4% or $192,894 at 6%; with 100% employer match about $217,006 at 4% or $144,671 at 6%. |
| 2017 | 1 | 4 | $2,867,651 | $64,655 | $16,164iApproximate average salary by contribution assumption: employee only about $404,094 at 4% or $269,396 at 6%; with 50% employer match about $269,396 at 4% or $179,597 at 6%; with 100% employer match about $202,047 at 4% or $134,698 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $2,867,651 | $64,655 | $16,164iApproximate average salary by contribution assumption: employee only about $404,094 at 4% or $269,396 at 6%; with 50% employer match about $269,396 at 4% or $179,597 at 6%; with 100% employer match about $202,047 at 4% or $134,698 at 6%. |
| 2016 | 1 | 4 | $2,324,478 | $59,417 | $14,854iApproximate average salary by contribution assumption: employee only about $371,356 at 4% or $247,571 at 6%; with 50% employer match about $247,571 at 4% or $165,047 at 6%; with 100% employer match about $185,678 at 4% or $123,785 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $2,324,478 | $59,417 | $14,854iApproximate average salary by contribution assumption: employee only about $371,356 at 4% or $247,571 at 6%; with 50% employer match about $247,571 at 4% or $165,047 at 6%; with 100% employer match about $185,678 at 4% or $123,785 at 6%. |
| 2015 | 1 | 4 | $2,086,463 | $63,552 | $15,888iApproximate average salary by contribution assumption: employee only about $397,200 at 4% or $264,800 at 6%; with 50% employer match about $264,800 at 4% or $176,533 at 6%; with 100% employer match about $198,600 at 4% or $132,400 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $2,086,463 | $63,552 | $15,888iApproximate average salary by contribution assumption: employee only about $397,200 at 4% or $264,800 at 6%; with 50% employer match about $264,800 at 4% or $176,533 at 6%; with 100% employer match about $198,600 at 4% or $132,400 at 6%. |
| 2014 | 1 | 4 | $1,700,704 | $65,564 | $16,391iApproximate average salary by contribution assumption: employee only about $409,775 at 4% or $273,183 at 6%; with 50% employer match about $273,183 at 4% or $182,122 at 6%; with 100% employer match about $204,888 at 4% or $136,592 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,700,704 | $65,564 | $16,391iApproximate average salary by contribution assumption: employee only about $409,775 at 4% or $273,183 at 6%; with 50% employer match about $273,183 at 4% or $182,122 at 6%; with 100% employer match about $204,888 at 4% or $136,592 at 6%. |
| 2013 | 1 | 4 | $1,595,957 | $65,067 | $16,267iApproximate average salary by contribution assumption: employee only about $406,669 at 4% or $271,113 at 6%; with 50% employer match about $271,113 at 4% or $180,742 at 6%; with 100% employer match about $203,334 at 4% or $135,556 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,595,957 | $65,067 | $16,267iApproximate average salary by contribution assumption: employee only about $406,669 at 4% or $271,113 at 6%; with 50% employer match about $271,113 at 4% or $180,742 at 6%; with 100% employer match about $203,334 at 4% or $135,556 at 6%. |
| 2012 | 1 | 4 | $1,408,130 | $59,587 | $14,897iApproximate average salary by contribution assumption: employee only about $372,419 at 4% or $248,279 at 6%; with 50% employer match about $248,279 at 4% or $165,519 at 6%; with 100% employer match about $186,209 at 4% or $124,140 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,408,130 | $59,587 | $14,897iApproximate average salary by contribution assumption: employee only about $372,419 at 4% or $248,279 at 6%; with 50% employer match about $248,279 at 4% or $165,519 at 6%; with 100% employer match about $186,209 at 4% or $124,140 at 6%. |
| 2011 | 1 | 4 | $1,249,541 | $57,510 | $14,378iApproximate average salary by contribution assumption: employee only about $359,438 at 4% or $239,625 at 6%; with 50% employer match about $239,625 at 4% or $159,750 at 6%; with 100% employer match about $179,719 at 4% or $119,813 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,249,541 | $57,510 | $14,378iApproximate average salary by contribution assumption: employee only about $359,438 at 4% or $239,625 at 6%; with 50% employer match about $239,625 at 4% or $159,750 at 6%; with 100% employer match about $179,719 at 4% or $119,813 at 6%. |
| 2010 | 1 | 4 | $1,264,613 | $54,397 | $13,599iApproximate average salary by contribution assumption: employee only about $339,981 at 4% or $226,654 at 6%; with 50% employer match about $226,654 at 4% or $151,103 at 6%; with 100% employer match about $169,991 at 4% or $113,327 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,264,613 | $54,397 | $13,599iApproximate average salary by contribution assumption: employee only about $339,981 at 4% or $226,654 at 6%; with 50% employer match about $226,654 at 4% or $151,103 at 6%; with 100% employer match about $169,991 at 4% or $113,327 at 6%. |
| 2009 | 1 | 4 | $1,031,938 | $65,228 | $16,307iApproximate average salary by contribution assumption: employee only about $407,675 at 4% or $271,783 at 6%; with 50% employer match about $271,783 at 4% or $181,189 at 6%; with 100% employer match about $203,838 at 4% or $135,892 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,031,938 | $65,228 | $16,307iApproximate average salary by contribution assumption: employee only about $407,675 at 4% or $271,783 at 6%; with 50% employer match about $271,783 at 4% or $181,189 at 6%; with 100% employer match about $203,838 at 4% or $135,892 at 6%. |
| 2008 | 1 | 4 | $710,550 | $53,456 | $13,364iApproximate average salary by contribution assumption: employee only about $334,100 at 4% or $222,733 at 6%; with 50% employer match about $222,733 at 4% or $148,489 at 6%; with 100% employer match about $167,050 at 4% or $111,367 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $710,550 | $53,456 | $13,364iApproximate average salary by contribution assumption: employee only about $334,100 at 4% or $222,733 at 6%; with 50% employer match about $222,733 at 4% or $148,489 at 6%; with 100% employer match about $167,050 at 4% or $111,367 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,040,852 | $57,631 | $14,408iApproximate average salary by contribution assumption: employee only about $360,194 at 4% or $240,129 at 6%; with 50% employer match about $240,129 at 4% or $160,086 at 6%; with 100% employer match about $180,097 at 4% or $120,065 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,040,852 | $57,631 | $14,408iApproximate average salary by contribution assumption: employee only about $360,194 at 4% or $240,129 at 6%; with 50% employer match about $240,129 at 4% or $160,086 at 6%; with 100% employer match about $180,097 at 4% or $120,065 at 6%. |
| 2005 | 1 | 4 | $832,181 | $54,928 | $13,732iApproximate average salary by contribution assumption: employee only about $343,300 at 4% or $228,867 at 6%; with 50% employer match about $228,867 at 4% or $152,578 at 6%; with 100% employer match about $171,650 at 4% or $114,433 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $832,181 | $54,928 | $13,732iApproximate average salary by contribution assumption: employee only about $343,300 at 4% or $228,867 at 6%; with 50% employer match about $228,867 at 4% or $152,578 at 6%; with 100% employer match about $171,650 at 4% or $114,433 at 6%. |
| 2004 | 1 | 4 | $748,796 | $52,805 | $13,201iApproximate average salary by contribution assumption: employee only about $330,031 at 4% or $220,021 at 6%; with 50% employer match about $220,021 at 4% or $146,681 at 6%; with 100% employer match about $165,016 at 4% or $110,010 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $748,796 | $52,805 | $13,201iApproximate average salary by contribution assumption: employee only about $330,031 at 4% or $220,021 at 6%; with 50% employer match about $220,021 at 4% or $146,681 at 6%; with 100% employer match about $165,016 at 4% or $110,010 at 6%. |
| 2003 | 1 | 5 | $645,301 | $76,470 | $15,294iApproximate average salary by contribution assumption: employee only about $382,350 at 4% or $254,900 at 6%; with 50% employer match about $254,900 at 4% or $169,933 at 6%; with 100% employer match about $191,175 at 4% or $127,450 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 5 | $645,301 | $76,470 | $15,294iApproximate average salary by contribution assumption: employee only about $382,350 at 4% or $254,900 at 6%; with 50% employer match about $254,900 at 4% or $169,933 at 6%; with 100% employer match about $191,175 at 4% or $127,450 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | - | - | - |
| 2000 | 1 | 5 | $691,881 | $34,997 | $6,999iApproximate average salary by contribution assumption: employee only about $174,985 at 4% or $116,657 at 6%; with 50% employer match about $116,657 at 4% or $77,771 at 6%; with 100% employer match about $87,493 at 4% or $58,328 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 5 | $691,881 | $34,997 | $6,999iApproximate average salary by contribution assumption: employee only about $174,985 at 4% or $116,657 at 6%; with 50% employer match about $116,657 at 4% or $77,771 at 6%; with 100% employer match about $87,493 at 4% or $58,328 at 6%. |
| 1999 | 1 | 4 | $1,123,440 | $3,950 | $988iApproximate average salary by contribution assumption: employee only about $24,688 at 4% or $16,458 at 6%; with 50% employer match about $16,458 at 4% or $10,972 at 6%; with 100% employer match about $12,344 at 4% or $8,229 at 6%. |
| Raymond T. Chu, DMD Retirement Plan & Trust | - | 4 | $1,123,440 | $3,950 | $988iApproximate average salary by contribution assumption: employee only about $24,688 at 4% or $16,458 at 6%; with 50% employer match about $16,458 at 4% or $10,972 at 6%; with 100% employer match about $12,344 at 4% or $8,229 at 6%. |