Phong Investments LLC
Plan context: PHONG INVESTMENTS LLC DBA PHO XE LUA CASH BALANCE PENSION PLAN
EIN 84-2134186 • Sacramento, CA • 4 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$467,210
2024 Contributions
$311,800
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 2 | $467,210 | $311,800 | $155,900iApproximate average salary by contribution assumption: employee only about $3,897,500 at 4% or $2,598,333 at 6%; with 50% employer match about $2,598,333 at 4% or $1,732,222 at 6%; with 100% employer match about $1,948,750 at 4% or $1,299,167 at 6%. |
| PHONG INVESTMENTS LLC DBA PHO XE LUA CASH BALANCE PENSION PLAN | - | 2 | $300,000 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| PHONG INVESTMENTS LLC DBA PHO XE LUA | - | 0 | $167,210 | $11,800 | - |
| 2023 | 1 | 2 | $0 | $0 | - |
| Phong Investments LLC 401K Plan | - | 2 | - | - | - |
| 2022 | 1 | 2 | $0 | $0 | - |
| PHONG INVESTMENTS LLC DBA PHO XE LUA 401K PLAN | - | 2 | - | - | - |