Civic Intelligence

James Y. Chang

Plan context: James Y. Chang Defined Benefit Pension Plan

EIN 77-0496343 • Incline Village, NV • 33 filings • 2 plans

PO Box 6335Incline Village, NV 89450
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$6,921,704

2024 Contributions

$129,400

Historical Graphs

Total Assets Over Time

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

$7,101,261$3,550,631$0200420152024YearValue
$6,921,704Latest year 2024

Participants Over Time

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

740200420142024YearValue
6Latest 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
202426$6,921,704$129,400$21,567iApproximate average salary by contribution assumption: employee only about $539,167 at 4% or $359,444 at 6%; with 50% employer match about $359,444 at 4% or $239,630 at 6%; with 100% employer match about $269,583 at 4% or $179,722 at 6%.
James Y. Chang Defined Benefit Pension Plan-1$3,933,743--
James Y. Chang 401K Plan-6$2,987,961$129,400$21,567iApproximate average salary by contribution assumption: employee only about $539,167 at 4% or $359,444 at 6%; with 50% employer match about $359,444 at 4% or $239,630 at 6%; with 100% employer match about $269,583 at 4% or $179,722 at 6%.
202326$6,012,321$0-
James Y. Chang Defined Benefit Pension Plan-1$3,483,060--
James Y. Chang 401K Plan-6$2,529,261$0-
202227$5,454,032$0-
James Y. Chang Defined Benefit Pension Plan-1$3,177,011--
James Y. Chang 401K Plan-7$2,277,021$0-
202127$7,101,261$26,000$3,714iApproximate average salary by contribution assumption: employee only about $92,857 at 4% or $61,905 at 6%; with 50% employer match about $61,905 at 4% or $41,270 at 6%; with 100% employer match about $46,429 at 4% or $30,952 at 6%.
James Y. Chang Defined Benefit Pension Plan-1$4,244,774--
James Y. Chang 401K Plan-7$2,856,487$26,000$3,714iApproximate average salary by contribution assumption: employee only about $92,857 at 4% or $61,905 at 6%; with 50% employer match about $61,905 at 4% or $41,270 at 6%; with 100% employer match about $46,429 at 4% or $30,952 at 6%.
202027$6,372,446$191$27iApproximate average salary by contribution assumption: employee only about $682 at 4% or $455 at 6%; with 50% employer match about $455 at 4% or $303 at 6%; with 100% employer match about $341 at 4% or $227 at 6%.
James Y. Chang 401K Plan-7$3,285,264$191$27iApproximate average salary by contribution assumption: employee only about $682 at 4% or $455 at 6%; with 50% employer match about $455 at 4% or $303 at 6%; with 100% employer match about $341 at 4% or $227 at 6%.
James Y. Chang Defined Benefit Pension Plan-2$3,087,182--
201927$6,249,104$781$112iApproximate average salary by contribution assumption: employee only about $2,789 at 4% or $1,860 at 6%; with 50% employer match about $1,860 at 4% or $1,240 at 6%; with 100% employer match about $1,395 at 4% or $930 at 6%.
James Y. Chang 401K Plan-7$3,460,909$781$112iApproximate average salary by contribution assumption: employee only about $2,789 at 4% or $1,860 at 6%; with 50% employer match about $1,860 at 4% or $1,240 at 6%; with 100% employer match about $1,395 at 4% or $930 at 6%.
James Y. Chang Defined Benefit Pension Plan-1$2,788,195--
201826$5,579,767$2,810,003$468,334iApproximate average salary by contribution assumption: employee only about $11,708,346 at 4% or $7,805,564 at 6%; with 50% employer match about $7,805,564 at 4% or $5,203,709 at 6%; with 100% employer match about $5,854,173 at 4% or $3,902,782 at 6%.
James Y. Chang 401K Plan-6$3,141,074$2,810,003$468,334iApproximate average salary by contribution assumption: employee only about $11,708,346 at 4% or $7,805,564 at 6%; with 50% employer match about $7,805,564 at 4% or $5,203,709 at 6%; with 100% employer match about $5,854,173 at 4% or $3,902,782 at 6%.
James Y. Chang Defined Benefit Pension Plan-4$2,438,693--
201727$5,836,923$41,951$5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%.
James Y. Chang Defined Benefit Pension Plan-5$5,277,744--
James Y. Chang 401K Plan-7$559,179$41,951$5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%.
201627$5,166,056$149,083$21,298iApproximate average salary by contribution assumption: employee only about $532,439 at 4% or $354,960 at 6%; with 50% employer match about $354,960 at 4% or $236,640 at 6%; with 100% employer match about $266,220 at 4% or $177,480 at 6%.
James Y. Chang Defined Benefit Pension Plan-5$4,656,132--
James Y. Chang 401K Plan-7$509,924$149,083$21,298iApproximate average salary by contribution assumption: employee only about $532,439 at 4% or $354,960 at 6%; with 50% employer match about $354,960 at 4% or $236,640 at 6%; with 100% employer match about $266,220 at 4% or $177,480 at 6%.
201527$4,732,362$152,889$21,841iApproximate average salary by contribution assumption: employee only about $546,032 at 4% or $364,021 at 6%; with 50% employer match about $364,021 at 4% or $242,681 at 6%; with 100% employer match about $273,016 at 4% or $182,011 at 6%.
James Y. Chang Defined Benefit Pension Plan-6$4,375,166--
James Y. Chang 401K Plan-7$357,196$152,889$21,841iApproximate average salary by contribution assumption: employee only about $546,032 at 4% or $364,021 at 6%; with 50% employer match about $364,021 at 4% or $242,681 at 6%; with 100% employer match about $273,016 at 4% or $182,011 at 6%.
201426$4,626,432$145,173$24,196iApproximate average salary by contribution assumption: employee only about $604,888 at 4% or $403,258 at 6%; with 50% employer match about $403,258 at 4% or $268,839 at 6%; with 100% employer match about $302,444 at 4% or $201,629 at 6%.
James Y. Chang Defined Benefit Pension Plan-4$4,421,764--
James Y. Chang 401K Plan-6$204,668$145,173$24,196iApproximate average salary by contribution assumption: employee only about $604,888 at 4% or $403,258 at 6%; with 50% employer match about $403,258 at 4% or $268,839 at 6%; with 100% employer match about $302,444 at 4% or $201,629 at 6%.
201326$4,158,111$209,416$34,903iApproximate average salary by contribution assumption: employee only about $872,567 at 4% or $581,711 at 6%; with 50% employer match about $581,711 at 4% or $387,807 at 6%; with 100% employer match about $436,283 at 4% or $290,856 at 6%.
James Y. Chang Defined Benefit Pension Plan-6$4,098,695$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
James Y. Chang 401K Plan-5$59,416$59,416$11,883iApproximate average salary by contribution assumption: employee only about $297,080 at 4% or $198,053 at 6%; with 50% employer match about $198,053 at 4% or $132,036 at 6%; with 100% employer match about $148,540 at 4% or $99,027 at 6%.
201215$3,605,530$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James Y. Chang Defined Benefit Pension Plan-5$3,605,530$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201116$3,263,006$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
James Y. Chang Defined Benefit Pension Plan-6$3,263,006$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201016$3,300,252$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
James Y. Chang Defined Benefit Pension Plan-6$3,300,252$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200913$2,741,560$360,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
James Y. Chang Defined Benefit Pension Plan-3$2,741,560$360,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
200814$2,221,638$360,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
James Y. Chang Defined Benefit Pension Plan-4$2,221,638$360,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
200714$0$0-
James Y. Chang Defined Benefit Pension Plan-4---
200614$1,506,809$311,797$77,949iApproximate average salary by contribution assumption: employee only about $1,948,731 at 4% or $1,299,154 at 6%; with 50% employer match about $1,299,154 at 4% or $866,103 at 6%; with 100% employer match about $974,366 at 4% or $649,577 at 6%.
James Y. Chang Defined Benefit Pension Plan-4$1,506,809$311,797$77,949iApproximate average salary by contribution assumption: employee only about $1,948,731 at 4% or $1,299,154 at 6%; with 50% employer match about $1,299,154 at 4% or $866,103 at 6%; with 100% employer match about $974,366 at 4% or $649,577 at 6%.
200514$1,139,510$272,783$68,196iApproximate average salary by contribution assumption: employee only about $1,704,894 at 4% or $1,136,596 at 6%; with 50% employer match about $1,136,596 at 4% or $757,731 at 6%; with 100% employer match about $852,447 at 4% or $568,298 at 6%.
James Y. Chang Defined Benefit Pension Plan-4$1,139,510$272,783$68,196iApproximate average salary by contribution assumption: employee only about $1,704,894 at 4% or $1,136,596 at 6%; with 50% employer match about $1,136,596 at 4% or $757,731 at 6%; with 100% employer match about $852,447 at 4% or $568,298 at 6%.
200414$850,951$239,514$59,879iApproximate average salary by contribution assumption: employee only about $1,496,963 at 4% or $997,975 at 6%; with 50% employer match about $997,975 at 4% or $665,317 at 6%; with 100% employer match about $748,481 at 4% or $498,988 at 6%.
James Y. Chang Defined Benefit Pension Plan-4$850,951$239,514$59,879iApproximate average salary by contribution assumption: employee only about $1,496,963 at 4% or $997,975 at 6%; with 50% employer match about $997,975 at 4% or $665,317 at 6%; with 100% employer match about $748,481 at 4% or $498,988 at 6%.