Civic Intelligence

Joseph T. Fan, M.D. Inc.

Plan context: JOSEPH T. FAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

EIN 77-0591065 • Monterey Park, CA • 22 filings • 4 plans

500 N. Garfield Ave.Suite 107Monterey Park, CA 91754
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,148,581

2024 Contributions

$371,914

Historical Graphs

Total Assets Over Time

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

$1,410,453$705,227$0201320182024YearValue
$1,148,581Latest year 2024

Participants Over Time

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

1680201320182024YearValue
16Latest 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
2024216$1,148,581$371,914$23,245iApproximate average salary by contribution assumption: employee only about $581,116 at 4% or $387,410 at 6%; with 50% employer match about $387,410 at 4% or $258,274 at 6%; with 100% employer match about $290,558 at 4% or $193,705 at 6%.
JOSEPH T. FAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-5$1,090,736$350,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Joseph T. Fan, M.D. Inc. 401(K) Profit Sharing Plan-16$57,845$21,914$1,370iApproximate average salary by contribution assumption: employee only about $34,241 at 4% or $22,827 at 6%; with 50% employer match about $22,827 at 4% or $15,218 at 6%; with 100% employer match about $17,120 at 4% or $11,414 at 6%.
2023213$745,799$375,269$28,867iApproximate average salary by contribution assumption: employee only about $721,671 at 4% or $481,114 at 6%; with 50% employer match about $481,114 at 4% or $320,743 at 6%; with 100% employer match about $360,836 at 4% or $240,557 at 6%.
JOSEPH T. FAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-5$711,447$350,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Joseph T. Fan, M.D. Inc. 401(K) Profit Sharing Plan-13$34,352$25,269$1,944iApproximate average salary by contribution assumption: employee only about $48,594 at 4% or $32,396 at 6%; with 50% employer match about $32,396 at 4% or $21,597 at 6%; with 100% employer match about $24,297 at 4% or $16,198 at 6%.
202226$360,895$360,895$60,149iApproximate average salary by contribution assumption: employee only about $1,503,729 at 4% or $1,002,486 at 6%; with 50% employer match about $1,002,486 at 4% or $668,324 at 6%; with 100% employer match about $751,865 at 4% or $501,243 at 6%.
JOSEPH T. FAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-4$352,000$352,000$88,000iApproximate average salary by contribution assumption: employee only about $2,200,000 at 4% or $1,466,667 at 6%; with 50% employer match about $1,466,667 at 4% or $977,778 at 6%; with 100% employer match about $1,100,000 at 4% or $733,333 at 6%.
Joseph T. Fan, M.D. Inc. 401(K) Profit Sharing Plan-6$8,895$8,895$1,483iApproximate average salary by contribution assumption: employee only about $37,063 at 4% or $24,708 at 6%; with 50% employer match about $24,708 at 4% or $16,472 at 6%; with 100% employer match about $18,531 at 4% or $12,354 at 6%.
202020$0$6,114-
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-0$0$0-
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-0$0$6,114-
201928$1,410,453$217,881$27,235iApproximate average salary by contribution assumption: employee only about $680,878 at 4% or $453,919 at 6%; with 50% employer match about $453,919 at 4% or $302,613 at 6%; with 100% employer match about $340,439 at 4% or $226,959 at 6%.
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-5$1,350,669$190,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-8$59,784$27,881$3,485iApproximate average salary by contribution assumption: employee only about $87,128 at 4% or $58,085 at 6%; with 50% employer match about $58,085 at 4% or $38,724 at 6%; with 100% employer match about $43,564 at 4% or $29,043 at 6%.
201826$1,124,291$194,892$32,482iApproximate average salary by contribution assumption: employee only about $812,050 at 4% or $541,367 at 6%; with 50% employer match about $541,367 at 4% or $360,911 at 6%; with 100% employer match about $406,025 at 4% or $270,683 at 6%.
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-6$1,092,473$185,000$30,833iApproximate average salary by contribution assumption: employee only about $770,833 at 4% or $513,889 at 6%; with 50% employer match about $513,889 at 4% or $342,593 at 6%; with 100% employer match about $385,417 at 4% or $256,944 at 6%.
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-5$31,818$9,892$1,978iApproximate average salary by contribution assumption: employee only about $49,460 at 4% or $32,973 at 6%; with 50% employer match about $32,973 at 4% or $21,982 at 6%; with 100% employer match about $24,730 at 4% or $16,487 at 6%.
201724$931,073$183,786$45,947iApproximate average salary by contribution assumption: employee only about $1,148,663 at 4% or $765,775 at 6%; with 50% employer match about $765,775 at 4% or $510,517 at 6%; with 100% employer match about $574,331 at 4% or $382,888 at 6%.
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-1$901,531$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-4$29,542$3,786$947iApproximate average salary by contribution assumption: employee only about $23,663 at 4% or $15,775 at 6%; with 50% employer match about $15,775 at 4% or $10,517 at 6%; with 100% employer match about $11,831 at 4% or $7,888 at 6%.
201624$745,439$190,139$47,535iApproximate average salary by contribution assumption: employee only about $1,188,369 at 4% or $792,246 at 6%; with 50% employer match about $792,246 at 4% or $528,164 at 6%; with 100% employer match about $594,184 at 4% or $396,123 at 6%.
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-3$719,746$185,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-4$25,693$5,139$1,285iApproximate average salary by contribution assumption: employee only about $32,119 at 4% or $21,413 at 6%; with 50% employer match about $21,413 at 4% or $14,275 at 6%; with 100% employer match about $16,059 at 4% or $10,706 at 6%.
201525$555,496$187,046$37,409iApproximate average salary by contribution assumption: employee only about $935,230 at 4% or $623,487 at 6%; with 50% employer match about $623,487 at 4% or $415,658 at 6%; with 100% employer match about $467,615 at 4% or $311,743 at 6%.
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-4$534,796$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-5$20,700$7,046$1,409iApproximate average salary by contribution assumption: employee only about $35,230 at 4% or $23,487 at 6%; with 50% employer match about $23,487 at 4% or $15,658 at 6%; with 100% employer match about $17,615 at 4% or $11,743 at 6%.
201425$368,676$182,046$36,409iApproximate average salary by contribution assumption: employee only about $910,230 at 4% or $606,820 at 6%; with 50% employer match about $606,820 at 4% or $404,547 at 6%; with 100% employer match about $455,115 at 4% or $303,410 at 6%.
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-5$354,874$175,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-5$13,802$7,046$1,409iApproximate average salary by contribution assumption: employee only about $35,230 at 4% or $23,487 at 6%; with 50% employer match about $23,487 at 4% or $15,658 at 6%; with 100% employer match about $17,615 at 4% or $11,743 at 6%.
201324$186,905$186,905$46,726iApproximate average salary by contribution assumption: employee only about $1,168,156 at 4% or $778,771 at 6%; with 50% employer match about $778,771 at 4% or $519,181 at 6%; with 100% employer match about $584,078 at 4% or $389,385 at 6%.
Joseph T. Fan, M.D. Inc. Defined Benefit Plan-4$180,000$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
JOSEPH T. FAN, M.D., INC. PROFIT SHARING PLAN-4$6,905$6,905$1,726iApproximate average salary by contribution assumption: employee only about $43,156 at 4% or $28,771 at 6%; with 50% employer match about $28,771 at 4% or $19,181 at 6%; with 100% employer match about $21,578 at 4% or $14,385 at 6%.