Civic Intelligence

Timothy Lai Dds

Plan context: Timothy Lai Dds Retirement Plan

EIN 77-0451045 • San Jose, CA • 31 filings • 2 plans

5945 Almaden Expressway, #160San Jose, CA 95120
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,639,842

2024 Contributions

$95,410

Historical Graphs

Total Assets Over Time

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

$2,639,842$1,319,921$0200920172024YearValue
$2,639,842Latest year 2024

Participants Over Time

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

420200820162024YearValue
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
202423$2,639,842$95,410$31,803iApproximate average salary by contribution assumption: employee only about $795,083 at 4% or $530,056 at 6%; with 50% employer match about $530,056 at 4% or $353,370 at 6%; with 100% employer match about $397,542 at 4% or $265,028 at 6%.
Timothy Lai Dds Retirement Plan-3$1,450,142$80,410$26,803iApproximate average salary by contribution assumption: employee only about $670,083 at 4% or $446,722 at 6%; with 50% employer match about $446,722 at 4% or $297,815 at 6%; with 100% employer match about $335,042 at 4% or $223,361 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$1,189,700$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
202323$2,334,742$91,697$30,566iApproximate average salary by contribution assumption: employee only about $764,142 at 4% or $509,428 at 6%; with 50% employer match about $509,428 at 4% or $339,619 at 6%; with 100% employer match about $382,071 at 4% or $254,714 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$1,170,303$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Timothy Lai Dds Retirement Plan-3$1,164,439$76,697$25,566iApproximate average salary by contribution assumption: employee only about $639,142 at 4% or $426,094 at 6%; with 50% employer match about $426,094 at 4% or $284,063 at 6%; with 100% employer match about $319,571 at 4% or $213,047 at 6%.
202223$1,945,399$61,541$20,514iApproximate average salary by contribution assumption: employee only about $512,842 at 4% or $341,894 at 6%; with 50% employer match about $341,894 at 4% or $227,930 at 6%; with 100% employer match about $256,421 at 4% or $170,947 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$1,151,129$0-
Timothy Lai Dds Retirement Plan-3$794,270$61,541$20,514iApproximate average salary by contribution assumption: employee only about $512,842 at 4% or $341,894 at 6%; with 50% employer match about $341,894 at 4% or $227,930 at 6%; with 100% employer match about $256,421 at 4% or $170,947 at 6%.
202123$2,251,601$139,195$46,398iApproximate average salary by contribution assumption: employee only about $1,159,958 at 4% or $773,306 at 6%; with 50% employer match about $773,306 at 4% or $515,537 at 6%; with 100% employer match about $579,979 at 4% or $386,653 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$1,149,837$80,000$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%.
Timothy Lai Dds Retirement Plan-3$1,101,764$59,195$19,732iApproximate average salary by contribution assumption: employee only about $493,292 at 4% or $328,861 at 6%; with 50% employer match about $328,861 at 4% or $219,241 at 6%; with 100% employer match about $246,646 at 4% or $164,431 at 6%.
202023$2,176,852$94,873$31,624iApproximate average salary by contribution assumption: employee only about $790,608 at 4% or $527,072 at 6%; with 50% employer match about $527,072 at 4% or $351,381 at 6%; with 100% employer match about $395,304 at 4% or $263,536 at 6%.
Timothy Lai Dds Retirement Plan-3$1,107,117$26,873$8,958iApproximate average salary by contribution assumption: employee only about $223,942 at 4% or $149,294 at 6%; with 50% employer match about $149,294 at 4% or $99,530 at 6%; with 100% employer match about $111,971 at 4% or $74,647 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$1,069,735$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201924$2,087,099$119,000$29,750iApproximate average salary by contribution assumption: employee only about $743,750 at 4% or $495,833 at 6%; with 50% employer match about $495,833 at 4% or $330,556 at 6%; with 100% employer match about $371,875 at 4% or $247,917 at 6%.
Timothy Lai Dds Retirement Plan-4$1,085,530$63,103$15,776iApproximate average salary by contribution assumption: employee only about $394,394 at 4% or $262,929 at 6%; with 50% employer match about $262,929 at 4% or $175,286 at 6%; with 100% employer match about $197,197 at 4% or $131,465 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$1,001,569$55,897$27,949iApproximate average salary by contribution assumption: employee only about $698,713 at 4% or $465,808 at 6%; with 50% employer match about $465,808 at 4% or $310,539 at 6%; with 100% employer match about $349,356 at 4% or $232,904 at 6%.
201824$1,887,350$307,289$76,822iApproximate average salary by contribution assumption: employee only about $1,920,556 at 4% or $1,280,371 at 6%; with 50% employer match about $1,280,371 at 4% or $853,581 at 6%; with 100% employer match about $960,278 at 4% or $640,185 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$943,841$243,000$121,500iApproximate average salary by contribution assumption: employee only about $3,037,500 at 4% or $2,025,000 at 6%; with 50% employer match about $2,025,000 at 4% or $1,350,000 at 6%; with 100% employer match about $1,518,750 at 4% or $1,012,500 at 6%.
Timothy Lai Dds Retirement Plan-4$943,509$64,289$16,072iApproximate average salary by contribution assumption: employee only about $401,806 at 4% or $267,871 at 6%; with 50% employer match about $267,871 at 4% or $178,581 at 6%; with 100% employer match about $200,903 at 4% or $133,935 at 6%.
201724$1,546,169$55,401$13,850iApproximate average salary by contribution assumption: employee only about $346,256 at 4% or $230,838 at 6%; with 50% employer match about $230,838 at 4% or $153,892 at 6%; with 100% employer match about $173,128 at 4% or $115,419 at 6%.
Timothy Lai Dds Retirement Plan-4$846,792$55,401$13,850iApproximate average salary by contribution assumption: employee only about $346,256 at 4% or $230,838 at 6%; with 50% employer match about $230,838 at 4% or $153,892 at 6%; with 100% employer match about $173,128 at 4% or $115,419 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$699,377$0-
201624$1,483,943$156,151$39,038iApproximate average salary by contribution assumption: employee only about $975,944 at 4% or $650,629 at 6%; with 50% employer match about $650,629 at 4% or $433,753 at 6%; with 100% employer match about $487,972 at 4% or $325,315 at 6%.
Timothy Lai Dds Retirement Plan-4$784,811$36,151$9,038iApproximate average salary by contribution assumption: employee only about $225,944 at 4% or $150,629 at 6%; with 50% employer match about $150,629 at 4% or $100,419 at 6%; with 100% employer match about $112,972 at 4% or $75,315 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$699,132$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201524$1,315,286$217,018$54,255iApproximate average salary by contribution assumption: employee only about $1,356,363 at 4% or $904,242 at 6%; with 50% employer match about $904,242 at 4% or $602,828 at 6%; with 100% employer match about $678,181 at 4% or $452,121 at 6%.
Timothy Lai Dds Retirement Plan-4$736,207$57,018$14,255iApproximate average salary by contribution assumption: employee only about $356,363 at 4% or $237,575 at 6%; with 50% employer match about $237,575 at 4% or $158,383 at 6%; with 100% employer match about $178,181 at 4% or $118,788 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$579,079$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201423$1,102,113$154,361$51,454iApproximate average salary by contribution assumption: employee only about $1,286,342 at 4% or $857,561 at 6%; with 50% employer match about $857,561 at 4% or $571,707 at 6%; with 100% employer match about $643,171 at 4% or $428,781 at 6%.
Timothy Lai Dds Retirement Plan-3$683,073$57,361$19,120iApproximate average salary by contribution assumption: employee only about $478,008 at 4% or $318,672 at 6%; with 50% employer match about $318,672 at 4% or $212,448 at 6%; with 100% employer match about $239,004 at 4% or $159,336 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$419,040$97,000$48,500iApproximate average salary by contribution assumption: employee only about $1,212,500 at 4% or $808,333 at 6%; with 50% employer match about $808,333 at 4% or $538,889 at 6%; with 100% employer match about $606,250 at 4% or $404,167 at 6%.
201323$945,824$156,424$52,141iApproximate average salary by contribution assumption: employee only about $1,303,533 at 4% or $869,022 at 6%; with 50% employer match about $869,022 at 4% or $579,348 at 6%; with 100% employer match about $651,767 at 4% or $434,511 at 6%.
Timothy Lai Dds Retirement Plan-3$623,812$52,424$17,475iApproximate average salary by contribution assumption: employee only about $436,867 at 4% or $291,244 at 6%; with 50% employer match about $291,244 at 4% or $194,163 at 6%; with 100% employer match about $218,433 at 4% or $145,622 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$322,012$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201223$754,639$152,983$50,994iApproximate average salary by contribution assumption: employee only about $1,274,858 at 4% or $849,906 at 6%; with 50% employer match about $849,906 at 4% or $566,604 at 6%; with 100% employer match about $637,429 at 4% or $424,953 at 6%.
Timothy Lai Dds Retirement Plan-3$536,644$50,433$16,811iApproximate average salary by contribution assumption: employee only about $420,275 at 4% or $280,183 at 6%; with 50% employer match about $280,183 at 4% or $186,789 at 6%; with 100% employer match about $210,138 at 4% or $140,092 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$217,995$102,550$51,275iApproximate average salary by contribution assumption: employee only about $1,281,875 at 4% or $854,583 at 6%; with 50% employer match about $854,583 at 4% or $569,722 at 6%; with 100% employer match about $640,938 at 4% or $427,292 at 6%.
201123$608,354$165,666$55,222iApproximate average salary by contribution assumption: employee only about $1,380,550 at 4% or $920,367 at 6%; with 50% employer match about $920,367 at 4% or $613,578 at 6%; with 100% employer match about $690,275 at 4% or $460,183 at 6%.
Timothy Lai Dds Retirement Plan-3$492,912$50,224$16,741iApproximate average salary by contribution assumption: employee only about $418,533 at 4% or $279,022 at 6%; with 50% employer match about $279,022 at 4% or $186,015 at 6%; with 100% employer match about $209,267 at 4% or $139,511 at 6%.
TIMOTHY LAI DDS PENSION PLAN-2$115,442$115,442$57,721iApproximate average salary by contribution assumption: employee only about $1,443,025 at 4% or $962,017 at 6%; with 50% employer match about $962,017 at 4% or $641,344 at 6%; with 100% employer match about $721,513 at 4% or $481,008 at 6%.
201013$506,561$76,793$25,598iApproximate average salary by contribution assumption: employee only about $639,942 at 4% or $426,628 at 6%; with 50% employer match about $426,628 at 4% or $284,419 at 6%; with 100% employer match about $319,971 at 4% or $213,314 at 6%.
Timothy Lai Dds Retirement Plan-3$506,561$76,793$25,598iApproximate average salary by contribution assumption: employee only about $639,942 at 4% or $426,628 at 6%; with 50% employer match about $426,628 at 4% or $284,419 at 6%; with 100% employer match about $319,971 at 4% or $213,314 at 6%.
200913$378,955$336,811$112,270iApproximate average salary by contribution assumption: employee only about $2,806,758 at 4% or $1,871,172 at 6%; with 50% employer match about $1,871,172 at 4% or $1,247,448 at 6%; with 100% employer match about $1,403,379 at 4% or $935,586 at 6%.
Timothy Lai Dds Retirement Plan-3$378,955$336,811$112,270iApproximate average salary by contribution assumption: employee only about $2,806,758 at 4% or $1,871,172 at 6%; with 50% employer match about $1,871,172 at 4% or $1,247,448 at 6%; with 100% employer match about $1,403,379 at 4% or $935,586 at 6%.
200813$0$0-
Timothy Lai Dds Retirement Plan-3---