Civic Intelligence

Theodore J. Chu, M.D. Inc.

Plan context: SOUTH BAY ALLERGY AND ASTHMA GROUP 401(K) PLAN

EIN 77-0402200 • San Jose, CA • 25 filings • 8 plans

2211 Moorpark AvenueSuite 130San Jose, CA 95128
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$1,061,064

2025 Contributions

$676,300

Historical Graphs

Total Assets Over Time

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

$4,901,840$2,450,920$0199920122025YearValue
$1,061,064Latest year 2025

Participants Over Time

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

23120199920112025YearValue
23Latest 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
2025123$1,061,064$676,300$29,404iApproximate average salary by contribution assumption: employee only about $735,109 at 4% or $490,072 at 6%; with 50% employer match about $490,072 at 4% or $326,715 at 6%; with 100% employer match about $367,554 at 4% or $245,036 at 6%.
SOUTH BAY ALLERGY AND ASTHMA GROUP 401(K) PLAN-23$1,061,064$676,300$29,404iApproximate average salary by contribution assumption: employee only about $735,109 at 4% or $490,072 at 6%; with 50% employer match about $490,072 at 4% or $326,715 at 6%; with 100% employer match about $367,554 at 4% or $245,036 at 6%.
2024121$295,127$295,334$14,064iApproximate average salary by contribution assumption: employee only about $351,588 at 4% or $234,392 at 6%; with 50% employer match about $234,392 at 4% or $156,261 at 6%; with 100% employer match about $175,794 at 4% or $117,196 at 6%.
SOUTH BAY ALLERGY AND ASTHMA GROUP 401(K) PLAN-21$295,127$295,334$14,064iApproximate average salary by contribution assumption: employee only about $351,588 at 4% or $234,392 at 6%; with 50% employer match about $234,392 at 4% or $156,261 at 6%; with 100% employer match about $175,794 at 4% or $117,196 at 6%.
202010$0$0-
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-0$0$0-
2019118$4,901,840$149,516$8,306iApproximate average salary by contribution assumption: employee only about $207,661 at 4% or $138,441 at 6%; with 50% employer match about $138,441 at 4% or $92,294 at 6%; with 100% employer match about $103,831 at 4% or $69,220 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-18$4,901,840$149,516$8,306iApproximate average salary by contribution assumption: employee only about $207,661 at 4% or $138,441 at 6%; with 50% employer match about $138,441 at 4% or $92,294 at 6%; with 100% employer match about $103,831 at 4% or $69,220 at 6%.
2018117$4,143,733$151,919$8,936iApproximate average salary by contribution assumption: employee only about $223,410 at 4% or $148,940 at 6%; with 50% employer match about $148,940 at 4% or $99,293 at 6%; with 100% employer match about $111,705 at 4% or $74,470 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-17$4,143,733$151,919$8,936iApproximate average salary by contribution assumption: employee only about $223,410 at 4% or $148,940 at 6%; with 50% employer match about $148,940 at 4% or $99,293 at 6%; with 100% employer match about $111,705 at 4% or $74,470 at 6%.
2017116$4,267,190$152,327$9,520iApproximate average salary by contribution assumption: employee only about $238,011 at 4% or $158,674 at 6%; with 50% employer match about $158,674 at 4% or $105,783 at 6%; with 100% employer match about $119,005 at 4% or $79,337 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-16$4,267,190$152,327$9,520iApproximate average salary by contribution assumption: employee only about $238,011 at 4% or $158,674 at 6%; with 50% employer match about $158,674 at 4% or $105,783 at 6%; with 100% employer match about $119,005 at 4% or $79,337 at 6%.
2016116$3,866,312$162,063$10,129iApproximate average salary by contribution assumption: employee only about $253,223 at 4% or $168,816 at 6%; with 50% employer match about $168,816 at 4% or $112,544 at 6%; with 100% employer match about $126,612 at 4% or $84,408 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-16$3,866,312$162,063$10,129iApproximate average salary by contribution assumption: employee only about $253,223 at 4% or $168,816 at 6%; with 50% employer match about $168,816 at 4% or $112,544 at 6%; with 100% employer match about $126,612 at 4% or $84,408 at 6%.
2015115$4,000,079$173,107$11,540iApproximate average salary by contribution assumption: employee only about $288,512 at 4% or $192,341 at 6%; with 50% employer match about $192,341 at 4% or $128,227 at 6%; with 100% employer match about $144,256 at 4% or $96,171 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-15$4,000,079$173,107$11,540iApproximate average salary by contribution assumption: employee only about $288,512 at 4% or $192,341 at 6%; with 50% employer match about $192,341 at 4% or $128,227 at 6%; with 100% employer match about $144,256 at 4% or $96,171 at 6%.
2014119$3,970,538$209,773$11,041iApproximate average salary by contribution assumption: employee only about $276,017 at 4% or $184,011 at 6%; with 50% employer match about $184,011 at 4% or $122,674 at 6%; with 100% employer match about $138,009 at 4% or $92,006 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-19$3,970,538$209,773$11,041iApproximate average salary by contribution assumption: employee only about $276,017 at 4% or $184,011 at 6%; with 50% employer match about $184,011 at 4% or $122,674 at 6%; with 100% employer match about $138,009 at 4% or $92,006 at 6%.
2013117$3,601,270$77,503$4,559iApproximate average salary by contribution assumption: employee only about $113,975 at 4% or $75,983 at 6%; with 50% employer match about $75,983 at 4% or $50,656 at 6%; with 100% employer match about $56,988 at 4% or $37,992 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-17$3,601,270$77,503$4,559iApproximate average salary by contribution assumption: employee only about $113,975 at 4% or $75,983 at 6%; with 50% employer match about $75,983 at 4% or $50,656 at 6%; with 100% employer match about $56,988 at 4% or $37,992 at 6%.
2012114$2,875,351$8,117$580iApproximate average salary by contribution assumption: employee only about $14,495 at 4% or $9,663 at 6%; with 50% employer match about $9,663 at 4% or $6,442 at 6%; with 100% employer match about $7,247 at 4% or $4,832 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-14$2,875,351$8,117$580iApproximate average salary by contribution assumption: employee only about $14,495 at 4% or $9,663 at 6%; with 50% employer match about $9,663 at 4% or $6,442 at 6%; with 100% employer match about $7,247 at 4% or $4,832 at 6%.
2011114$2,837,870$87,878$6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-14$2,837,870$87,878$6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 at 6%.
2010119$2,829,249$43,317$2,280iApproximate average salary by contribution assumption: employee only about $56,996 at 4% or $37,997 at 6%; with 50% employer match about $37,997 at 4% or $25,332 at 6%; with 100% employer match about $28,498 at 4% or $18,999 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-19$2,829,249$43,317$2,280iApproximate average salary by contribution assumption: employee only about $56,996 at 4% or $37,997 at 6%; with 50% employer match about $37,997 at 4% or $25,332 at 6%; with 100% employer match about $28,498 at 4% or $18,999 at 6%.
2009118$2,700,068$50,829$2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-18$2,700,068$50,829$2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%.
2008111$2,409,644$104,818$9,529iApproximate average salary by contribution assumption: employee only about $238,223 at 4% or $158,815 at 6%; with 50% employer match about $158,815 at 4% or $105,877 at 6%; with 100% employer match about $119,111 at 4% or $79,408 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-11$2,409,644$104,818$9,529iApproximate average salary by contribution assumption: employee only about $238,223 at 4% or $158,815 at 6%; with 50% employer match about $158,815 at 4% or $105,877 at 6%; with 100% employer match about $119,111 at 4% or $79,408 at 6%.
200719$0$0-
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-9---
200618$2,303,499$65,038$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-8$2,303,499$65,038$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
200517$2,118,924$55,767$7,967iApproximate average salary by contribution assumption: employee only about $199,168 at 4% or $132,779 at 6%; with 50% employer match about $132,779 at 4% or $88,519 at 6%; with 100% employer match about $99,584 at 4% or $66,389 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-7$2,118,924$55,767$7,967iApproximate average salary by contribution assumption: employee only about $199,168 at 4% or $132,779 at 6%; with 50% employer match about $132,779 at 4% or $88,519 at 6%; with 100% employer match about $99,584 at 4% or $66,389 at 6%.
200417$2,066,737$66,213$9,459iApproximate average salary by contribution assumption: employee only about $236,475 at 4% or $157,650 at 6%; with 50% employer match about $157,650 at 4% or $105,100 at 6%; with 100% employer match about $118,238 at 4% or $78,825 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-7$2,066,737$66,213$9,459iApproximate average salary by contribution assumption: employee only about $236,475 at 4% or $157,650 at 6%; with 50% employer match about $157,650 at 4% or $105,100 at 6%; with 100% employer match about $118,238 at 4% or $78,825 at 6%.
200319$2,033,349$72,102$8,011iApproximate average salary by contribution assumption: employee only about $200,283 at 4% or $133,522 at 6%; with 50% employer match about $133,522 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-9$2,033,349$72,102$8,011iApproximate average salary by contribution assumption: employee only about $200,283 at 4% or $133,522 at 6%; with 50% employer match about $133,522 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%.
200218$1,848,930$60,102$7,513iApproximate average salary by contribution assumption: employee only about $187,819 at 4% or $125,213 at 6%; with 50% employer match about $125,213 at 4% or $83,475 at 6%; with 100% employer match about $93,909 at 4% or $62,606 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-8$1,848,930$60,102$7,513iApproximate average salary by contribution assumption: employee only about $187,819 at 4% or $125,213 at 6%; with 50% employer match about $125,213 at 4% or $83,475 at 6%; with 100% employer match about $93,909 at 4% or $62,606 at 6%.
200116$0$0-
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-6---
200010$0$0-
Theodore J. Chu, M.D. Inc. Money Purchase Pension Plan-0---
199926$2,846,919$56,981$9,497iApproximate average salary by contribution assumption: employee only about $237,421 at 4% or $158,281 at 6%; with 50% employer match about $158,281 at 4% or $105,520 at 6%; with 100% employer match about $118,710 at 4% or $79,140 at 6%.
Theodore J. Chu, M.D. Inc. Profit Sharing Plan-6$2,761,311$41,099$6,850iApproximate average salary by contribution assumption: employee only about $171,246 at 4% or $114,164 at 6%; with 50% employer match about $114,164 at 4% or $76,109 at 6%; with 100% employer match about $85,623 at 4% or $57,082 at 6%.
Theodore J. Chu, M.D. Inc. Money Purchase Pension Plan-6$85,608$15,882$2,647iApproximate average salary by contribution assumption: employee only about $66,175 at 4% or $44,117 at 6%; with 50% employer match about $44,117 at 4% or $29,411 at 6%; with 100% employer match about $33,088 at 4% or $22,058 at 6%.