Civic Intelligence

SU-WEN CHANG, DDS, PC

Plan context: SU-WEN CHANG, DDS CASH BALANCE PLAN

EIN 90-9242393 • Tucson, AZ • 20 filings • 3 plans

5340 E Broadway Blvd #150Tucson, AZ 85711
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$698,759

2025 Contributions

$3,000

Historical Graphs

Total Assets Over Time

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

$1,836,426$918,213$0201120182025YearValue
$698,759Latest year 2025

Participants Over Time

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

1050201120182025YearValue
3Latest year 2025

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
202513$698,759$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
SU-WEN CHANG, DDS CASH BALANCE PLAN-3$698,759$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
202424$1,836,426$74,473$18,618iApproximate average salary by contribution assumption: employee only about $465,456 at 4% or $310,304 at 6%; with 50% employer match about $310,304 at 4% or $206,869 at 6%; with 100% employer match about $232,728 at 4% or $155,152 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-4$1,232,286$69,473$17,368iApproximate average salary by contribution assumption: employee only about $434,206 at 4% or $289,471 at 6%; with 50% employer match about $289,471 at 4% or $192,981 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%.
SU-WEN CHANG, DDS CASH BALANCE PLAN-2$604,140$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2023210$1,729,284$185,402$18,540iApproximate average salary by contribution assumption: employee only about $463,505 at 4% or $309,003 at 6%; with 50% employer match about $309,003 at 4% or $206,002 at 6%; with 100% employer match about $231,753 at 4% or $154,502 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-10$1,176,442$66,897$6,690iApproximate average salary by contribution assumption: employee only about $167,243 at 4% or $111,495 at 6%; with 50% employer match about $111,495 at 4% or $74,330 at 6%; with 100% employer match about $83,621 at 4% or $55,748 at 6%.
SU-WEN CHANG, DDS CASH BALANCE PLAN-3$552,842$118,505$39,502iApproximate average salary by contribution assumption: employee only about $987,542 at 4% or $658,361 at 6%; with 50% employer match about $658,361 at 4% or $438,907 at 6%; with 100% employer match about $493,771 at 4% or $329,181 at 6%.
2022210$1,346,844$158,821$15,882iApproximate average salary by contribution assumption: employee only about $397,053 at 4% or $264,702 at 6%; with 50% employer match about $264,702 at 4% or $176,468 at 6%; with 100% employer match about $198,526 at 4% or $132,351 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-10$962,959$55,821$5,582iApproximate average salary by contribution assumption: employee only about $139,553 at 4% or $93,035 at 6%; with 50% employer match about $93,035 at 4% or $62,023 at 6%; with 100% employer match about $69,776 at 4% or $46,518 at 6%.
SU-WEN CHANG, DDS CASH BALANCE PLAN-3$383,885$103,000$34,333iApproximate average salary by contribution assumption: employee only about $858,333 at 4% or $572,222 at 6%; with 50% employer match about $572,222 at 4% or $381,481 at 6%; with 100% employer match about $429,167 at 4% or $286,111 at 6%.
202129$1,369,031$206,567$22,952iApproximate average salary by contribution assumption: employee only about $573,797 at 4% or $382,531 at 6%; with 50% employer match about $382,531 at 4% or $255,021 at 6%; with 100% employer match about $286,899 at 4% or $191,266 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-9$1,051,292$70,281$7,809iApproximate average salary by contribution assumption: employee only about $195,225 at 4% or $130,150 at 6%; with 50% employer match about $130,150 at 4% or $86,767 at 6%; with 100% employer match about $97,613 at 4% or $65,075 at 6%.
SU-WEN CHANG, DDS CASH BALANCE PLAN-3$317,739$136,286$45,429iApproximate average salary by contribution assumption: employee only about $1,135,717 at 4% or $757,144 at 6%; with 50% employer match about $757,144 at 4% or $504,763 at 6%; with 100% employer match about $567,858 at 4% or $378,572 at 6%.
202027$1,061,990$228,287$32,612iApproximate average salary by contribution assumption: employee only about $815,311 at 4% or $543,540 at 6%; with 50% employer match about $543,540 at 4% or $362,360 at 6%; with 100% employer match about $407,655 at 4% or $271,770 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-7$887,677$53,974$7,711iApproximate average salary by contribution assumption: employee only about $192,764 at 4% or $128,510 at 6%; with 50% employer match about $128,510 at 4% or $85,673 at 6%; with 100% employer match about $96,382 at 4% or $64,255 at 6%.
SU-WEN CHANG, DDS CASH BALANCE PLAN-3$174,313$174,313$58,104iApproximate average salary by contribution assumption: employee only about $1,452,608 at 4% or $968,406 at 6%; with 50% employer match about $968,406 at 4% or $645,604 at 6%; with 100% employer match about $726,304 at 4% or $484,203 at 6%.
201916$707,587$33,080$5,513iApproximate average salary by contribution assumption: employee only about $137,833 at 4% or $91,889 at 6%; with 50% employer match about $91,889 at 4% or $61,259 at 6%; with 100% employer match about $68,917 at 4% or $45,944 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-6$707,587$33,080$5,513iApproximate average salary by contribution assumption: employee only about $137,833 at 4% or $91,889 at 6%; with 50% employer match about $91,889 at 4% or $61,259 at 6%; with 100% employer match about $68,917 at 4% or $45,944 at 6%.
201816$585,629$40,981$6,830iApproximate average salary by contribution assumption: employee only about $170,754 at 4% or $113,836 at 6%; with 50% employer match about $113,836 at 4% or $75,891 at 6%; with 100% employer match about $85,377 at 4% or $56,918 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-6$585,629$40,981$6,830iApproximate average salary by contribution assumption: employee only about $170,754 at 4% or $113,836 at 6%; with 50% employer match about $113,836 at 4% or $75,891 at 6%; with 100% employer match about $85,377 at 4% or $56,918 at 6%.
201719$548,868$27,702$3,078iApproximate average salary by contribution assumption: employee only about $76,950 at 4% or $51,300 at 6%; with 50% employer match about $51,300 at 4% or $34,200 at 6%; with 100% employer match about $38,475 at 4% or $25,650 at 6%.
SU-WEN CHANG, DDS 401(K) PROFIT SHARING PLAN-9$548,868$27,702$3,078iApproximate average salary by contribution assumption: employee only about $76,950 at 4% or $51,300 at 6%; with 50% employer match about $51,300 at 4% or $34,200 at 6%; with 100% employer match about $38,475 at 4% or $25,650 at 6%.
201618$451,146$17,714$2,214iApproximate average salary by contribution assumption: employee only about $55,356 at 4% or $36,904 at 6%; with 50% employer match about $36,904 at 4% or $24,603 at 6%; with 100% employer match about $27,678 at 4% or $18,452 at 6%.
SU-WEN CHANG, DDS, PC 401(K) PROFIT SHARING PLAN-8$451,146$17,714$2,214iApproximate average salary by contribution assumption: employee only about $55,356 at 4% or $36,904 at 6%; with 50% employer match about $36,904 at 4% or $24,603 at 6%; with 100% employer match about $27,678 at 4% or $18,452 at 6%.
201517$536,199$39,180$5,597iApproximate average salary by contribution assumption: employee only about $139,929 at 4% or $93,286 at 6%; with 50% employer match about $93,286 at 4% or $62,190 at 6%; with 100% employer match about $69,964 at 4% or $46,643 at 6%.
SU-WEN CHANG, DDS, PC 401(K) PROFIT SHARING PLAN-7$536,199$39,180$5,597iApproximate average salary by contribution assumption: employee only about $139,929 at 4% or $93,286 at 6%; with 50% employer match about $93,286 at 4% or $62,190 at 6%; with 100% employer match about $69,964 at 4% or $46,643 at 6%.
201414$474,257$44,064$11,016iApproximate average salary by contribution assumption: employee only about $275,400 at 4% or $183,600 at 6%; with 50% employer match about $183,600 at 4% or $122,400 at 6%; with 100% employer match about $137,700 at 4% or $91,800 at 6%.
SU-WEN CHANG, DDS, PC 401(K) PROFIT SHARING PLAN-4$474,257$44,064$11,016iApproximate average salary by contribution assumption: employee only about $275,400 at 4% or $183,600 at 6%; with 50% employer match about $183,600 at 4% or $122,400 at 6%; with 100% employer match about $137,700 at 4% or $91,800 at 6%.
201314$401,492$47,341$11,835iApproximate average salary by contribution assumption: employee only about $295,881 at 4% or $197,254 at 6%; with 50% employer match about $197,254 at 4% or $131,503 at 6%; with 100% employer match about $147,941 at 4% or $98,627 at 6%.
SU-WEN CHANG, DDS, PC 401(K) PROFIT SHARING PLAN-4$401,492$47,341$11,835iApproximate average salary by contribution assumption: employee only about $295,881 at 4% or $197,254 at 6%; with 50% employer match about $197,254 at 4% or $131,503 at 6%; with 100% employer match about $147,941 at 4% or $98,627 at 6%.
201214$349,894$50,505$12,626iApproximate average salary by contribution assumption: employee only about $315,656 at 4% or $210,438 at 6%; with 50% employer match about $210,438 at 4% or $140,292 at 6%; with 100% employer match about $157,828 at 4% or $105,219 at 6%.
SU-WEN CHANG, DDS, PC 401(K) PROFIT SHARING PLAN-4$349,894$50,505$12,626iApproximate average salary by contribution assumption: employee only about $315,656 at 4% or $210,438 at 6%; with 50% employer match about $210,438 at 4% or $140,292 at 6%; with 100% employer match about $157,828 at 4% or $105,219 at 6%.
201114$301,013$44,212$11,053iApproximate average salary by contribution assumption: employee only about $276,325 at 4% or $184,217 at 6%; with 50% employer match about $184,217 at 4% or $122,811 at 6%; with 100% employer match about $138,163 at 4% or $92,108 at 6%.
SU-WEN CHANG, DDS, PC 401(K) PROFIT SHARING PLAN-4$301,013$44,212$11,053iApproximate average salary by contribution assumption: employee only about $276,325 at 4% or $184,217 at 6%; with 50% employer match about $184,217 at 4% or $122,811 at 6%; with 100% employer match about $138,163 at 4% or $92,108 at 6%.