Civic Intelligence

Dr. Chen Optometry PC.

Plan context: Dr. Chen Optometry PC. Cash Balance Plan

EIN 82-5500331 • Glen Cove, NY • 8 filings • 2 plans

16 Northfield RoadGlen Cove, NY 11542
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,767,473

2024 Contributions

$409,976

Historical Graphs

Total Assets Over Time

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

$1,767,473$883,737$0202120232024YearValue
$1,767,473Latest year 2024

Participants Over Time

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

21110202120232024YearValue
20Latest 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
2024220$1,767,473$409,976$20,499iApproximate average salary by contribution assumption: employee only about $512,470 at 4% or $341,647 at 6%; with 50% employer match about $341,647 at 4% or $227,764 at 6%; with 100% employer match about $256,235 at 4% or $170,823 at 6%.
Dr. Chen Optometry PC. Cash Balance Plan-8$1,571,646$357,234$44,654iApproximate average salary by contribution assumption: employee only about $1,116,356 at 4% or $744,238 at 6%; with 50% employer match about $744,238 at 4% or $496,158 at 6%; with 100% employer match about $558,178 at 4% or $372,119 at 6%.
Dr. Chen Optometry PC. 401(K) Plan-20$195,827$52,742$2,637iApproximate average salary by contribution assumption: employee only about $65,928 at 4% or $43,952 at 6%; with 50% employer match about $43,952 at 4% or $29,301 at 6%; with 100% employer match about $32,964 at 4% or $21,976 at 6%.
2023221$1,125,772$511,658$24,365iApproximate average salary by contribution assumption: employee only about $609,117 at 4% or $406,078 at 6%; with 50% employer match about $406,078 at 4% or $270,719 at 6%; with 100% employer match about $304,558 at 4% or $203,039 at 6%.
Dr. Chen Optometry PC. Cash Balance Plan-7$984,401$418,000$59,714iApproximate average salary by contribution assumption: employee only about $1,492,857 at 4% or $995,238 at 6%; with 50% employer match about $995,238 at 4% or $663,492 at 6%; with 100% employer match about $746,429 at 4% or $497,619 at 6%.
Dr. Chen Optometry PC. 401(K) Plan-21$141,371$93,658$4,460iApproximate average salary by contribution assumption: employee only about $111,498 at 4% or $74,332 at 6%; with 50% employer match about $74,332 at 4% or $49,554 at 6%; with 100% employer match about $55,749 at 4% or $37,166 at 6%.
2022213$596,245$314,832$24,218iApproximate average salary by contribution assumption: employee only about $605,446 at 4% or $403,631 at 6%; with 50% employer match about $403,631 at 4% or $269,087 at 6%; with 100% employer match about $302,723 at 4% or $201,815 at 6%.
Dr. Chen Optometry PC. Cash Balance Plan-6$548,128$281,464$46,911iApproximate average salary by contribution assumption: employee only about $1,172,767 at 4% or $781,844 at 6%; with 50% employer match about $781,844 at 4% or $521,230 at 6%; with 100% employer match about $586,383 at 4% or $390,922 at 6%.
Dr. Chen Optometry PC. 401(K) Plan-13$48,117$33,368$2,567iApproximate average salary by contribution assumption: employee only about $64,169 at 4% or $42,779 at 6%; with 50% employer match about $42,779 at 4% or $28,520 at 6%; with 100% employer match about $32,085 at 4% or $21,390 at 6%.
202125$284,824$284,824$56,965iApproximate average salary by contribution assumption: employee only about $1,424,120 at 4% or $949,413 at 6%; with 50% employer match about $949,413 at 4% or $632,942 at 6%; with 100% employer match about $712,060 at 4% or $474,707 at 6%.
Dr. Chen Optometry PC. Cash Balance Plan-3$270,408$270,408$90,136iApproximate average salary by contribution assumption: employee only about $2,253,400 at 4% or $1,502,267 at 6%; with 50% employer match about $1,502,267 at 4% or $1,001,511 at 6%; with 100% employer match about $1,126,700 at 4% or $751,133 at 6%.
Dr. Chen Optometry PC. 401(K) Plan-5$14,416$14,416$2,883iApproximate average salary by contribution assumption: employee only about $72,080 at 4% or $48,053 at 6%; with 50% employer match about $48,053 at 4% or $32,036 at 6%; with 100% employer match about $36,040 at 4% or $24,027 at 6%.