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Stephen P. Chen, M.D. Inc.

Plan context: Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan

EIN 84-1719789 • Arcadia, CA • 28 filings • 2 plans

1049 Panorama DrArcadia, CA 91007-6131
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$6,291,989

2024 Contributions

$311,301

Historical Graphs

Total Assets Over Time

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

$6,291,989$3,145,995$0201020172024YearValue
$6,291,989Latest year 2024

Participants Over Time

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

420201020172024YearValue
4Latest 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
202424$6,291,989$311,301$77,825iApproximate average salary by contribution assumption: employee only about $1,945,631 at 4% or $1,297,088 at 6%; with 50% employer match about $1,297,088 at 4% or $864,725 at 6%; with 100% employer match about $972,816 at 4% or $648,544 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-4$4,137,523$200,061$50,015iApproximate average salary by contribution assumption: employee only about $1,250,381 at 4% or $833,588 at 6%; with 50% employer match about $833,588 at 4% or $555,725 at 6%; with 100% employer match about $625,191 at 4% or $416,794 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-4$2,154,466$111,240$27,810iApproximate average salary by contribution assumption: employee only about $695,250 at 4% or $463,500 at 6%; with 50% employer match about $463,500 at 4% or $309,000 at 6%; with 100% employer match about $347,625 at 4% or $231,750 at 6%.
202324$6,062,405$309,752$77,438iApproximate average salary by contribution assumption: employee only about $1,935,950 at 4% or $1,290,633 at 6%; with 50% employer match about $1,290,633 at 4% or $860,422 at 6%; with 100% employer match about $967,975 at 4% or $645,317 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-4$4,145,863$200,137$50,034iApproximate average salary by contribution assumption: employee only about $1,250,856 at 4% or $833,904 at 6%; with 50% employer match about $833,904 at 4% or $555,936 at 6%; with 100% employer match about $625,428 at 4% or $416,952 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-4$1,916,542$109,615$27,404iApproximate average salary by contribution assumption: employee only about $685,094 at 4% or $456,729 at 6%; with 50% employer match about $456,729 at 4% or $304,486 at 6%; with 100% employer match about $342,547 at 4% or $228,365 at 6%.
202224$4,531,613$386,177$96,544iApproximate average salary by contribution assumption: employee only about $2,413,606 at 4% or $1,609,071 at 6%; with 50% employer match about $1,609,071 at 4% or $1,072,714 at 6%; with 100% employer match about $1,206,803 at 4% or $804,535 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-4$2,824,363$285,901$71,475iApproximate average salary by contribution assumption: employee only about $1,786,881 at 4% or $1,191,254 at 6%; with 50% employer match about $1,191,254 at 4% or $794,169 at 6%; with 100% employer match about $893,441 at 4% or $595,627 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-4$1,707,250$100,276$25,069iApproximate average salary by contribution assumption: employee only about $626,725 at 4% or $417,817 at 6%; with 50% employer match about $417,817 at 4% or $278,544 at 6%; with 100% employer match about $313,363 at 4% or $208,908 at 6%.
202124$5,433,818$321,283$80,321iApproximate average salary by contribution assumption: employee only about $2,008,019 at 4% or $1,338,679 at 6%; with 50% employer match about $1,338,679 at 4% or $892,453 at 6%; with 100% employer match about $1,004,009 at 4% or $669,340 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-4$3,573,047$231,083$57,771iApproximate average salary by contribution assumption: employee only about $1,444,269 at 4% or $962,846 at 6%; with 50% employer match about $962,846 at 4% or $641,897 at 6%; with 100% employer match about $722,134 at 4% or $481,423 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-4$1,860,771$90,200$22,550iApproximate average salary by contribution assumption: employee only about $563,750 at 4% or $375,833 at 6%; with 50% employer match about $375,833 at 4% or $250,556 at 6%; with 100% employer match about $281,875 at 4% or $187,917 at 6%.
202024$4,324,204$311,496$77,874iApproximate average salary by contribution assumption: employee only about $1,946,850 at 4% or $1,297,900 at 6%; with 50% employer match about $1,297,900 at 4% or $865,267 at 6%; with 100% employer match about $973,425 at 4% or $648,950 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-4$2,896,994$220,796$55,199iApproximate average salary by contribution assumption: employee only about $1,379,975 at 4% or $919,983 at 6%; with 50% employer match about $919,983 at 4% or $613,322 at 6%; with 100% employer match about $689,988 at 4% or $459,992 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-4$1,427,210$90,700$22,675iApproximate average salary by contribution assumption: employee only about $566,875 at 4% or $377,917 at 6%; with 50% employer match about $377,917 at 4% or $251,944 at 6%; with 100% employer match about $283,438 at 4% or $188,958 at 6%.
201924$4,002,976$373,465$93,366iApproximate average salary by contribution assumption: employee only about $2,334,156 at 4% or $1,556,104 at 6%; with 50% employer match about $1,556,104 at 4% or $1,037,403 at 6%; with 100% employer match about $1,167,078 at 4% or $778,052 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-4$2,631,344$285,865$71,466iApproximate average salary by contribution assumption: employee only about $1,786,656 at 4% or $1,191,104 at 6%; with 50% employer match about $1,191,104 at 4% or $794,069 at 6%; with 100% employer match about $893,328 at 4% or $595,552 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-4$1,371,632$87,600$21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%.
201824$2,808,321$369,191$92,298iApproximate average salary by contribution assumption: employee only about $2,307,444 at 4% or $1,538,296 at 6%; with 50% employer match about $1,538,296 at 4% or $1,025,531 at 6%; with 100% employer match about $1,153,722 at 4% or $769,148 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-4$1,910,069$282,096$70,524iApproximate average salary by contribution assumption: employee only about $1,763,100 at 4% or $1,175,400 at 6%; with 50% employer match about $1,175,400 at 4% or $783,600 at 6%; with 100% employer match about $881,550 at 4% or $587,700 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-4$898,252$87,095$21,774iApproximate average salary by contribution assumption: employee only about $544,344 at 4% or $362,896 at 6%; with 50% employer match about $362,896 at 4% or $241,931 at 6%; with 100% employer match about $272,172 at 4% or $181,448 at 6%.
201723$2,311,183$365,352$121,784iApproximate average salary by contribution assumption: employee only about $3,044,600 at 4% or $2,029,733 at 6%; with 50% employer match about $2,029,733 at 4% or $1,353,156 at 6%; with 100% employer match about $1,522,300 at 4% or $1,014,867 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-3$1,527,056$286,012$95,337iApproximate average salary by contribution assumption: employee only about $2,383,433 at 4% or $1,588,956 at 6%; with 50% employer match about $1,588,956 at 4% or $1,059,304 at 6%; with 100% employer match about $1,191,717 at 4% or $794,478 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-3$784,127$79,340$26,447iApproximate average salary by contribution assumption: employee only about $661,167 at 4% or $440,778 at 6%; with 50% employer match about $440,778 at 4% or $293,852 at 6%; with 100% employer match about $330,583 at 4% or $220,389 at 6%.
201623$1,992,837$333,745$111,248iApproximate average salary by contribution assumption: employee only about $2,781,208 at 4% or $1,854,139 at 6%; with 50% employer match about $1,854,139 at 4% or $1,236,093 at 6%; with 100% employer match about $1,390,604 at 4% or $927,069 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-3$1,325,500$253,745$84,582iApproximate average salary by contribution assumption: employee only about $2,114,542 at 4% or $1,409,694 at 6%; with 50% employer match about $1,409,694 at 4% or $939,796 at 6%; with 100% employer match about $1,057,271 at 4% or $704,847 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-3$667,337$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201523$1,751,607$333,297$111,099iApproximate average salary by contribution assumption: employee only about $2,777,475 at 4% or $1,851,650 at 6%; with 50% employer match about $1,851,650 at 4% or $1,234,433 at 6%; with 100% employer match about $1,388,738 at 4% or $925,825 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-3$1,172,277$255,282$85,094iApproximate average salary by contribution assumption: employee only about $2,127,350 at 4% or $1,418,233 at 6%; with 50% employer match about $1,418,233 at 4% or $945,489 at 6%; with 100% employer match about $1,063,675 at 4% or $709,117 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-3$579,330$78,015$26,005iApproximate average salary by contribution assumption: employee only about $650,125 at 4% or $433,417 at 6%; with 50% employer match about $433,417 at 4% or $288,944 at 6%; with 100% employer match about $325,063 at 4% or $216,708 at 6%.
201423$1,423,089$372,895$124,298iApproximate average salary by contribution assumption: employee only about $3,107,458 at 4% or $2,071,639 at 6%; with 50% employer match about $2,071,639 at 4% or $1,381,093 at 6%; with 100% employer match about $1,553,729 at 4% or $1,035,819 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-3$933,455$295,449$98,483iApproximate average salary by contribution assumption: employee only about $2,462,075 at 4% or $1,641,383 at 6%; with 50% employer match about $1,641,383 at 4% or $1,094,256 at 6%; with 100% employer match about $1,231,038 at 4% or $820,692 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-3$489,634$77,446$25,815iApproximate average salary by contribution assumption: employee only about $645,383 at 4% or $430,256 at 6%; with 50% employer match about $430,256 at 4% or $286,837 at 6%; with 100% employer match about $322,692 at 4% or $215,128 at 6%.
201323$1,256,856$373,058$124,353iApproximate average salary by contribution assumption: employee only about $3,108,817 at 4% or $2,072,544 at 6%; with 50% employer match about $2,072,544 at 4% or $1,381,696 at 6%; with 100% employer match about $1,554,408 at 4% or $1,036,272 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-3$822,225$295,672$98,557iApproximate average salary by contribution assumption: employee only about $2,463,933 at 4% or $1,642,622 at 6%; with 50% employer match about $1,642,622 at 4% or $1,095,081 at 6%; with 100% employer match about $1,231,967 at 4% or $821,311 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-3$434,631$77,386$25,795iApproximate average salary by contribution assumption: employee only about $644,883 at 4% or $429,922 at 6%; with 50% employer match about $429,922 at 4% or $286,615 at 6%; with 100% employer match about $322,442 at 4% or $214,961 at 6%.
201213$511,718$283,039$94,346iApproximate average salary by contribution assumption: employee only about $2,358,658 at 4% or $1,572,439 at 6%; with 50% employer match about $1,572,439 at 4% or $1,048,293 at 6%; with 100% employer match about $1,179,329 at 4% or $786,219 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-3$511,718$283,039$94,346iApproximate average salary by contribution assumption: employee only about $2,358,658 at 4% or $1,572,439 at 6%; with 50% employer match about $1,572,439 at 4% or $1,048,293 at 6%; with 100% employer match about $1,179,329 at 4% or $786,219 at 6%.
201123$475,927$267,100$89,033iApproximate average salary by contribution assumption: employee only about $2,225,833 at 4% or $1,483,889 at 6%; with 50% employer match about $1,483,889 at 4% or $989,259 at 6%; with 100% employer match about $1,112,917 at 4% or $741,944 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-3$283,376$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Stephen P. Chen, M.D. Inc. 401(K) Plan-3$192,551$17,100$5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%.
201011$15,000$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Stephen P. Chen, M.D. Inc. Defined Benefit Pension Plan-1$15,000$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.