Civic Intelligence

Dung My Phan, M.D. Inc

Plan context: Dung My Phan Retirement Plan Trust

EIN 80-0910125 • San Jose, CA • 10 filings • 2 plans

1693 Flanigan Dr. #100San Jose, CA 95121
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$855,769

2024 Contributions

$54,446

Historical Graphs

Total Assets Over Time

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

$855,769$427,885$0201420202024YearValue
$855,769Latest year 2024

Participants Over Time

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

1160201420202024YearValue
11Latest 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
2024111$855,769$54,446$4,950iApproximate average salary by contribution assumption: employee only about $123,741 at 4% or $82,494 at 6%; with 50% employer match about $82,494 at 4% or $54,996 at 6%; with 100% employer match about $61,870 at 4% or $41,247 at 6%.
Dung My Phan Retirement Plan Trust-11$855,769$54,446$4,950iApproximate average salary by contribution assumption: employee only about $123,741 at 4% or $82,494 at 6%; with 50% employer match about $82,494 at 4% or $54,996 at 6%; with 100% employer match about $61,870 at 4% or $41,247 at 6%.
2023111$740,836$45,615$4,147iApproximate average salary by contribution assumption: employee only about $103,670 at 4% or $69,114 at 6%; with 50% employer match about $69,114 at 4% or $46,076 at 6%; with 100% employer match about $51,835 at 4% or $34,557 at 6%.
Dung My Phan Retirement Plan Trust-11$740,836$45,615$4,147iApproximate average salary by contribution assumption: employee only about $103,670 at 4% or $69,114 at 6%; with 50% employer match about $69,114 at 4% or $46,076 at 6%; with 100% employer match about $51,835 at 4% or $34,557 at 6%.
2022111$642,501$78,989$7,181iApproximate average salary by contribution assumption: employee only about $179,520 at 4% or $119,680 at 6%; with 50% employer match about $119,680 at 4% or $79,787 at 6%; with 100% employer match about $89,760 at 4% or $59,840 at 6%.
Dung My Phan Retirement Plan Trust-11$642,501$78,989$7,181iApproximate average salary by contribution assumption: employee only about $179,520 at 4% or $119,680 at 6%; with 50% employer match about $119,680 at 4% or $79,787 at 6%; with 100% employer match about $89,760 at 4% or $59,840 at 6%.
2021111$642,756$62,381$5,671iApproximate average salary by contribution assumption: employee only about $141,775 at 4% or $94,517 at 6%; with 50% employer match about $94,517 at 4% or $63,011 at 6%; with 100% employer match about $70,888 at 4% or $47,258 at 6%.
Dung My Phan Retirement Plan Trust-11$642,756$62,381$5,671iApproximate average salary by contribution assumption: employee only about $141,775 at 4% or $94,517 at 6%; with 50% employer match about $94,517 at 4% or $63,011 at 6%; with 100% employer match about $70,888 at 4% or $47,258 at 6%.
2020111$577,494$62,982$5,726iApproximate average salary by contribution assumption: employee only about $143,141 at 4% or $95,427 at 6%; with 50% employer match about $95,427 at 4% or $63,618 at 6%; with 100% employer match about $71,570 at 4% or $47,714 at 6%.
Dung My Phan Retirement Plan Trust-11$577,494$62,982$5,726iApproximate average salary by contribution assumption: employee only about $143,141 at 4% or $95,427 at 6%; with 50% employer match about $95,427 at 4% or $63,618 at 6%; with 100% employer match about $71,570 at 4% or $47,714 at 6%.
201918$516,315$57,143$7,143iApproximate average salary by contribution assumption: employee only about $178,572 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Dung My Phan Retirement Plan Trust-8$516,315$57,143$7,143iApproximate average salary by contribution assumption: employee only about $178,572 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
201717$329,464$48,224$6,889iApproximate average salary by contribution assumption: employee only about $172,229 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,410 at 6%.
Dung My Phan Retirement Plan Trust-7$329,464$48,224$6,889iApproximate average salary by contribution assumption: employee only about $172,229 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,410 at 6%.
201617$262,192$48,224$6,889iApproximate average salary by contribution assumption: employee only about $172,229 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,410 at 6%.
Dung My Phan Retirement Plan Trust-7$262,192$48,224$6,889iApproximate average salary by contribution assumption: employee only about $172,229 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,410 at 6%.
201517$211,380$44,776$6,397iApproximate average salary by contribution assumption: employee only about $159,914 at 4% or $106,610 at 6%; with 50% employer match about $106,610 at 4% or $71,073 at 6%; with 100% employer match about $79,957 at 4% or $53,305 at 6%.
Dung My Phan Retirement Plan Trust-7$211,380$44,776$6,397iApproximate average salary by contribution assumption: employee only about $159,914 at 4% or $106,610 at 6%; with 50% employer match about $106,610 at 4% or $71,073 at 6%; with 100% employer match about $79,957 at 4% or $53,305 at 6%.
201418$222,440$84,237$10,530iApproximate average salary by contribution assumption: employee only about $263,241 at 4% or $175,494 at 6%; with 50% employer match about $175,494 at 4% or $116,996 at 6%; with 100% employer match about $131,620 at 4% or $87,747 at 6%.
Dung My Phan Retirement Plan Trust-8$222,440$84,237$10,530iApproximate average salary by contribution assumption: employee only about $263,241 at 4% or $175,494 at 6%; with 50% employer match about $175,494 at 4% or $116,996 at 6%; with 100% employer match about $131,620 at 4% or $87,747 at 6%.