Civic Intelligence

Steven D Chang M D Inc

Plan context: Steven D Chang M D Inc 401 K Profit Sharing Plan Trust

EIN 77-0577402 • Ventura, CA • 25 filings • 9 plans

3160 Telegraph Rd.Suite 102Ventura, CA 93003
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,126,337

2024 Contributions

$57,609

Historical Graphs

Total Assets Over Time

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

$3,126,337$1,563,169$0200620152023YearValue
$3,126,337Latest year 2023

Participants Over Time

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

840200620152023YearValue
7Latest year 2023

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
202420$0$57,609-
STEVEN D. CHANG, M.D., INC CASH BALANCE PENSION PLAN-0$0$0-
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-0$0$57,609-
202327$3,126,337$323,441$46,206iApproximate average salary by contribution assumption: employee only about $1,155,146 at 4% or $770,098 at 6%; with 50% employer match about $770,098 at 4% or $513,398 at 6%; with 100% employer match about $577,573 at 4% or $385,049 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$1,927,945$83,184$11,883iApproximate average salary by contribution assumption: employee only about $297,086 at 4% or $198,057 at 6%; with 50% employer match about $198,057 at 4% or $132,038 at 6%; with 100% employer match about $148,543 at 4% or $99,029 at 6%.
STEVEN D. CHANG, M.D., INC CASH BALANCE PENSION PLAN-7$1,198,392$240,257$34,322iApproximate average salary by contribution assumption: employee only about $858,061 at 4% or $572,040 at 6%; with 50% employer match about $572,040 at 4% or $381,360 at 6%; with 100% employer match about $429,030 at 4% or $286,020 at 6%.
202227$2,482,675$283,736$40,534iApproximate average salary by contribution assumption: employee only about $1,013,343 at 4% or $675,562 at 6%; with 50% employer match about $675,562 at 4% or $450,375 at 6%; with 100% employer match about $506,671 at 4% or $337,781 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$1,617,996$46,651$6,664iApproximate average salary by contribution assumption: employee only about $166,611 at 4% or $111,074 at 6%; with 50% employer match about $111,074 at 4% or $74,049 at 6%; with 100% employer match about $83,305 at 4% or $55,537 at 6%.
STEVEN D. CHANG, M.D., INC CASH BALANCE PENSION PLAN-7$864,679$237,085$33,869iApproximate average salary by contribution assumption: employee only about $846,732 at 4% or $564,488 at 6%; with 50% employer match about $564,488 at 4% or $376,325 at 6%; with 100% employer match about $423,366 at 4% or $282,244 at 6%.
202127$2,644,044$276,032$39,433iApproximate average salary by contribution assumption: employee only about $985,829 at 4% or $657,219 at 6%; with 50% employer match about $657,219 at 4% or $438,146 at 6%; with 100% employer match about $492,914 at 4% or $328,610 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$1,917,854$76,032$10,862iApproximate average salary by contribution assumption: employee only about $271,543 at 4% or $181,029 at 6%; with 50% employer match about $181,029 at 4% or $120,686 at 6%; with 100% employer match about $135,771 at 4% or $90,514 at 6%.
STEVEN D. CHANG MD INC. CASH BALANCE PLAN-6$726,190$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%.
202028$2,122,867$322,500$40,313iApproximate average salary by contribution assumption: employee only about $1,007,813 at 4% or $671,875 at 6%; with 50% employer match about $671,875 at 4% or $447,917 at 6%; with 100% employer match about $503,906 at 4% or $335,938 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$1,623,523$72,500$10,357iApproximate average salary by contribution assumption: employee only about $258,929 at 4% or $172,619 at 6%; with 50% employer match about $172,619 at 4% or $115,079 at 6%; with 100% employer match about $129,464 at 4% or $86,310 at 6%.
STEVEN D. CHANG MD INC. CASH BALANCE PLAN-8$499,344$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
201927$1,590,402$339,106$48,444iApproximate average salary by contribution assumption: employee only about $1,211,093 at 4% or $807,395 at 6%; with 50% employer match about $807,395 at 4% or $538,263 at 6%; with 100% employer match about $605,546 at 4% or $403,698 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$1,341,178$89,882$12,840iApproximate average salary by contribution assumption: employee only about $321,007 at 4% or $214,005 at 6%; with 50% employer match about $214,005 at 4% or $142,670 at 6%; with 100% employer match about $160,504 at 4% or $107,002 at 6%.
STEVEN D. CHANG MD INC. CASH BALANCE PLAN-7$249,224$249,224$35,603iApproximate average salary by contribution assumption: employee only about $890,086 at 4% or $593,390 at 6%; with 50% employer match about $593,390 at 4% or $395,594 at 6%; with 100% employer match about $445,043 at 4% or $296,695 at 6%.
201817$1,095,274$88,491$12,642iApproximate average salary by contribution assumption: employee only about $316,039 at 4% or $210,693 at 6%; with 50% employer match about $210,693 at 4% or $140,462 at 6%; with 100% employer match about $158,020 at 4% or $105,346 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$1,095,274$88,491$12,642iApproximate average salary by contribution assumption: employee only about $316,039 at 4% or $210,693 at 6%; with 50% employer match about $210,693 at 4% or $140,462 at 6%; with 100% employer match about $158,020 at 4% or $105,346 at 6%.
201717$1,266,089$104,053$14,865iApproximate average salary by contribution assumption: employee only about $371,618 at 4% or $247,745 at 6%; with 50% employer match about $247,745 at 4% or $165,163 at 6%; with 100% employer match about $185,809 at 4% or $123,873 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$1,266,089$104,053$14,865iApproximate average salary by contribution assumption: employee only about $371,618 at 4% or $247,745 at 6%; with 50% employer match about $247,745 at 4% or $165,163 at 6%; with 100% employer match about $185,809 at 4% or $123,873 at 6%.
201616$1,233,898$100,700$16,783iApproximate average salary by contribution assumption: employee only about $419,583 at 4% or $279,722 at 6%; with 50% employer match about $279,722 at 4% or $186,481 at 6%; with 100% employer match about $209,792 at 4% or $139,861 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-6$1,233,898$100,700$16,783iApproximate average salary by contribution assumption: employee only about $419,583 at 4% or $279,722 at 6%; with 50% employer match about $279,722 at 4% or $186,481 at 6%; with 100% employer match about $209,792 at 4% or $139,861 at 6%.
201516$1,050,965$100,095$16,683iApproximate average salary by contribution assumption: employee only about $417,063 at 4% or $278,042 at 6%; with 50% employer match about $278,042 at 4% or $185,361 at 6%; with 100% employer match about $208,531 at 4% or $139,021 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-6$1,050,965$100,095$16,683iApproximate average salary by contribution assumption: employee only about $417,063 at 4% or $278,042 at 6%; with 50% employer match about $278,042 at 4% or $185,361 at 6%; with 100% employer match about $208,531 at 4% or $139,021 at 6%.
201417$950,249$92,617$13,231iApproximate average salary by contribution assumption: employee only about $330,775 at 4% or $220,517 at 6%; with 50% employer match about $220,517 at 4% or $147,011 at 6%; with 100% employer match about $165,388 at 4% or $110,258 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$950,249$92,617$13,231iApproximate average salary by contribution assumption: employee only about $330,775 at 4% or $220,517 at 6%; with 50% employer match about $220,517 at 4% or $147,011 at 6%; with 100% employer match about $165,388 at 4% or $110,258 at 6%.
201316$826,021$84,629$14,105iApproximate average salary by contribution assumption: employee only about $352,621 at 4% or $235,081 at 6%; with 50% employer match about $235,081 at 4% or $156,720 at 6%; with 100% employer match about $176,310 at 4% or $117,540 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-6$826,021$84,629$14,105iApproximate average salary by contribution assumption: employee only about $352,621 at 4% or $235,081 at 6%; with 50% employer match about $235,081 at 4% or $156,720 at 6%; with 100% employer match about $176,310 at 4% or $117,540 at 6%.
201216$622,161$83,166$13,861iApproximate average salary by contribution assumption: employee only about $346,525 at 4% or $231,017 at 6%; with 50% employer match about $231,017 at 4% or $154,011 at 6%; with 100% employer match about $173,263 at 4% or $115,508 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-6$622,161$83,166$13,861iApproximate average salary by contribution assumption: employee only about $346,525 at 4% or $231,017 at 6%; with 50% employer match about $231,017 at 4% or $154,011 at 6%; with 100% employer match about $173,263 at 4% or $115,508 at 6%.
201116$500,144$85,447$14,241iApproximate average salary by contribution assumption: employee only about $356,029 at 4% or $237,353 at 6%; with 50% employer match about $237,353 at 4% or $158,235 at 6%; with 100% employer match about $178,015 at 4% or $118,676 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-6$500,144$85,447$14,241iApproximate average salary by contribution assumption: employee only about $356,029 at 4% or $237,353 at 6%; with 50% employer match about $237,353 at 4% or $158,235 at 6%; with 100% employer match about $178,015 at 4% or $118,676 at 6%.
201016$434,307$84,998$14,166iApproximate average salary by contribution assumption: employee only about $354,158 at 4% or $236,106 at 6%; with 50% employer match about $236,106 at 4% or $157,404 at 6%; with 100% employer match about $177,079 at 4% or $118,053 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-6$434,307$84,998$14,166iApproximate average salary by contribution assumption: employee only about $354,158 at 4% or $236,106 at 6%; with 50% employer match about $236,106 at 4% or $157,404 at 6%; with 100% employer match about $177,079 at 4% or $118,053 at 6%.
200917$308,000$99,481$14,212iApproximate average salary by contribution assumption: employee only about $355,289 at 4% or $236,860 at 6%; with 50% employer match about $236,860 at 4% or $157,906 at 6%; with 100% employer match about $177,645 at 4% or $118,430 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$308,000$99,481$14,212iApproximate average salary by contribution assumption: employee only about $355,289 at 4% or $236,860 at 6%; with 50% employer match about $236,860 at 4% or $157,906 at 6%; with 100% employer match about $177,645 at 4% or $118,430 at 6%.
200818$146,687$104,421$13,053iApproximate average salary by contribution assumption: employee only about $326,316 at 4% or $217,544 at 6%; with 50% employer match about $217,544 at 4% or $145,029 at 6%; with 100% employer match about $163,158 at 4% or $108,772 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-8$146,687$104,421$13,053iApproximate average salary by contribution assumption: employee only about $326,316 at 4% or $217,544 at 6%; with 50% employer match about $217,544 at 4% or $145,029 at 6%; with 100% employer match about $163,158 at 4% or $108,772 at 6%.
200718$0$0-
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-8---
200617$51,694$51,630$7,376iApproximate average salary by contribution assumption: employee only about $184,393 at 4% or $122,929 at 6%; with 50% employer match about $122,929 at 4% or $81,952 at 6%; with 100% employer match about $92,196 at 4% or $61,464 at 6%.
Steven D Chang M D Inc 401 K Profit Sharing Plan Trust-7$51,694$51,630$7,376iApproximate average salary by contribution assumption: employee only about $184,393 at 4% or $122,929 at 6%; with 50% employer match about $122,929 at 4% or $81,952 at 6%; with 100% employer match about $92,196 at 4% or $61,464 at 6%.