Civic Intelligence

ANDREW H. CHEN, DDS, INC.

Plan context: ANDREW H. CHEN, DDS, INC. CASH BALANCE PLAN

EIN 77-0534238 • Newbury Park, CA • 13 filings • 2 plans

1000 Newbury Road, Suite 260Newbury Park, CA 91320
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,463,760

2025 Contributions

$114,196

Historical Graphs

Total Assets Over Time

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

$3,463,760$1,731,880$0201920222025YearValue
$3,463,760Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest 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
202525$3,463,760$114,196$22,839iApproximate average salary by contribution assumption: employee only about $570,980 at 4% or $380,653 at 6%; with 50% employer match about $380,653 at 4% or $253,769 at 6%; with 100% employer match about $285,490 at 4% or $190,327 at 6%.
ANDREW H. CHEN, DDS, INC. CASH BALANCE PLAN-5$2,278,489$0-
ANDREW H. CHEN, DDS, INC. 401(K) PROFIT SHARING PLAN-5$1,185,271$114,196$22,839iApproximate average salary by contribution assumption: employee only about $570,980 at 4% or $380,653 at 6%; with 50% employer match about $380,653 at 4% or $253,769 at 6%; with 100% employer match about $285,490 at 4% or $190,327 at 6%.
202425$3,005,560$459,982$91,996iApproximate average salary by contribution assumption: employee only about $2,299,910 at 4% or $1,533,273 at 6%; with 50% employer match about $1,533,273 at 4% or $1,022,182 at 6%; with 100% employer match about $1,149,955 at 4% or $766,637 at 6%.
ANDREW H. CHEN, DDS, INC. CASH BALANCE PLAN-5$2,097,192$354,500$70,900iApproximate average salary by contribution assumption: employee only about $1,772,500 at 4% or $1,181,667 at 6%; with 50% employer match about $1,181,667 at 4% or $787,778 at 6%; with 100% employer match about $886,250 at 4% or $590,833 at 6%.
ANDREW H. CHEN, DDS, INC. 401(K) PROFIT SHARING PLAN-5$908,368$105,482$21,096iApproximate average salary by contribution assumption: employee only about $527,410 at 4% or $351,607 at 6%; with 50% employer match about $351,607 at 4% or $234,404 at 6%; with 100% employer match about $263,705 at 4% or $175,803 at 6%.
202325$2,366,075$533,451$106,690iApproximate average salary by contribution assumption: employee only about $2,667,255 at 4% or $1,778,170 at 6%; with 50% employer match about $1,778,170 at 4% or $1,185,447 at 6%; with 100% employer match about $1,333,628 at 4% or $889,085 at 6%.
ANDREW H. CHEN, DDS, INC. CASH BALANCE PLAN-5$1,630,538$454,500$90,900iApproximate average salary by contribution assumption: employee only about $2,272,500 at 4% or $1,515,000 at 6%; with 50% employer match about $1,515,000 at 4% or $1,010,000 at 6%; with 100% employer match about $1,136,250 at 4% or $757,500 at 6%.
ANDREW H. CHEN, DDS, INC. 401(K) PROFIT SHARING PLAN-5$735,537$78,951$15,790iApproximate average salary by contribution assumption: employee only about $394,755 at 4% or $263,170 at 6%; with 50% employer match about $263,170 at 4% or $175,447 at 6%; with 100% employer match about $197,378 at 4% or $131,585 at 6%.
202225$1,674,011$738,425$147,685iApproximate average salary by contribution assumption: employee only about $3,692,125 at 4% or $2,461,417 at 6%; with 50% employer match about $2,461,417 at 4% or $1,640,944 at 6%; with 100% employer match about $1,846,063 at 4% or $1,230,708 at 6%.
ANDREW H. CHEN, DDS, INC. CASH BALANCE PLAN-4$1,091,116$446,200$111,550iApproximate average salary by contribution assumption: employee only about $2,788,750 at 4% or $1,859,167 at 6%; with 50% employer match about $1,859,167 at 4% or $1,239,444 at 6%; with 100% employer match about $1,394,375 at 4% or $929,583 at 6%.
ANDREW H. CHEN, DDS, INC. 401(K) PROFIT SHARING PLAN-5$582,895$292,225$58,445iApproximate average salary by contribution assumption: employee only about $1,461,125 at 4% or $974,083 at 6%; with 50% employer match about $974,083 at 4% or $649,389 at 6%; with 100% employer match about $730,563 at 4% or $487,042 at 6%.
202125$1,073,828$459,895$91,979iApproximate average salary by contribution assumption: employee only about $2,299,475 at 4% or $1,532,983 at 6%; with 50% employer match about $1,532,983 at 4% or $1,021,989 at 6%; with 100% employer match about $1,149,738 at 4% or $766,492 at 6%.
ANDREW H. CHEN, DDS, INC. CASH BALANCE PLAN-5$721,602$360,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
ANDREW H. CHEN, DDS, INC. 401(K) PROFIT SHARING PLAN-5$352,226$99,895$19,979iApproximate average salary by contribution assumption: employee only about $499,475 at 4% or $332,983 at 6%; with 50% employer match about $332,983 at 4% or $221,989 at 6%; with 100% employer match about $249,738 at 4% or $166,492 at 6%.
202025$595,456$442,075$88,415iApproximate average salary by contribution assumption: employee only about $2,210,375 at 4% or $1,473,583 at 6%; with 50% employer match about $1,473,583 at 4% or $982,389 at 6%; with 100% employer match about $1,105,188 at 4% or $736,792 at 6%.
ANDREW H. CHEN, DDS, INC. CASH BALANCE PLAN-5$354,500$354,500$70,900iApproximate average salary by contribution assumption: employee only about $1,772,500 at 4% or $1,181,667 at 6%; with 50% employer match about $1,181,667 at 4% or $787,778 at 6%; with 100% employer match about $886,250 at 4% or $590,833 at 6%.
ANDREW H. CHEN, DDS, INC. 401(K) PROFIT SHARING PLAN-5$240,956$87,575$17,515iApproximate average salary by contribution assumption: employee only about $437,875 at 4% or $291,917 at 6%; with 50% employer match about $291,917 at 4% or $194,611 at 6%; with 100% employer match about $218,938 at 4% or $145,958 at 6%.
201915$135,769$134,144$26,829iApproximate average salary by contribution assumption: employee only about $670,720 at 4% or $447,147 at 6%; with 50% employer match about $447,147 at 4% or $298,098 at 6%; with 100% employer match about $335,360 at 4% or $223,573 at 6%.
ANDREW H. CHEN, DDS, INC. 401(K) PROFIT SHARING PLAN-5$135,769$134,144$26,829iApproximate average salary by contribution assumption: employee only about $670,720 at 4% or $447,147 at 6%; with 50% employer match about $447,147 at 4% or $298,098 at 6%; with 100% employer match about $335,360 at 4% or $223,573 at 6%.