STEVEN PHAN, DDS, INC.
Plan context: STEVEN PHAN, DDS 401(K) PLAN
EIN 88-2231101 • Sacramento, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$110,478
2025 Contributions
$12,161
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $110,478 | $12,161 | $1,013iApproximate average salary by contribution assumption: employee only about $25,335 at 4% or $16,890 at 6%; with 50% employer match about $16,890 at 4% or $11,260 at 6%; with 100% employer match about $12,668 at 4% or $8,445 at 6%. |
| STEVEN PHAN, DDS 401(K) PLAN | - | 12 | $110,478 | $12,161 | $1,013iApproximate average salary by contribution assumption: employee only about $25,335 at 4% or $16,890 at 6%; with 50% employer match about $16,890 at 4% or $11,260 at 6%; with 100% employer match about $12,668 at 4% or $8,445 at 6%. |
| 2024 | 1 | 12 | $142,832 | $40,572 | $3,381iApproximate average salary by contribution assumption: employee only about $84,525 at 4% or $56,350 at 6%; with 50% employer match about $56,350 at 4% or $37,567 at 6%; with 100% employer match about $42,263 at 4% or $28,175 at 6%. |
| STEVEN PHAN, DDS 401(K) PLAN | - | 12 | $142,832 | $40,572 | $3,381iApproximate average salary by contribution assumption: employee only about $84,525 at 4% or $56,350 at 6%; with 50% employer match about $56,350 at 4% or $37,567 at 6%; with 100% employer match about $42,263 at 4% or $28,175 at 6%. |
| 2023 | 2 | 11 | $177,158 | $70,396 | $6,400iApproximate average salary by contribution assumption: employee only about $159,991 at 4% or $106,661 at 6%; with 50% employer match about $106,661 at 4% or $71,107 at 6%; with 100% employer match about $79,995 at 4% or $53,330 at 6%. |
| SACDENTIST.COM 401(K) PLAN | - | 11 | $88,579 | $35,198 | $3,200iApproximate average salary by contribution assumption: employee only about $79,995 at 4% or $53,330 at 6%; with 50% employer match about $53,330 at 4% or $35,554 at 6%; with 100% employer match about $39,998 at 4% or $26,665 at 6%. |
| STEVEN PHAN, DDS 401(K) PLAN | - | 11 | $88,579 | $35,198 | $3,200iApproximate average salary by contribution assumption: employee only about $79,995 at 4% or $53,330 at 6%; with 50% employer match about $53,330 at 4% or $35,554 at 6%; with 100% employer match about $39,998 at 4% or $26,665 at 6%. |
| 2022 | 2 | 14 | $519,772 | $53,518 | $3,823iApproximate average salary by contribution assumption: employee only about $95,568 at 4% or $63,712 at 6%; with 50% employer match about $63,712 at 4% or $42,475 at 6%; with 100% employer match about $47,784 at 4% or $31,856 at 6%. |
| SACDENTIST.COM 401(K) PLAN | - | 14 | $259,886 | $26,759 | $1,911iApproximate average salary by contribution assumption: employee only about $47,784 at 4% or $31,856 at 6%; with 50% employer match about $31,856 at 4% or $21,237 at 6%; with 100% employer match about $23,892 at 4% or $15,928 at 6%. |
| STEVEN PHAN, DDS 401(K) PLAN | - | 13 | $259,886 | $26,759 | $2,058iApproximate average salary by contribution assumption: employee only about $51,460 at 4% or $34,306 at 6%; with 50% employer match about $34,306 at 4% or $22,871 at 6%; with 100% employer match about $25,730 at 4% or $17,153 at 6%. |