Civic Intelligence

Leo W. K. Cheng, M.D. Inc.

Plan context: LEO W. K. CHENG M.D., INC. 401(K) PLAN

EIN 94-2378695 • San Francisco, CA • 25 filings • 10 plans

909 Hyde Street, Suite 609San Francisco, CA 94109
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$145,257

2022 Contributions

$240,000

Historical Graphs

Total Assets Over Time

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

$4,872,377$2,436,189$0199920122021YearValue
$145,257Latest year 2021

Participants Over Time

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

320199920102021YearValue
1Latest year 2021

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
202210$0$0-
LEO W. K. CHENG M.D., INC. 401(K) PLAN-0$0$0-
202121$145,257$0-
LEO W. K. CHENG M.D., INC. 401(K) PLAN-1$145,257$0-
Leo W. K. Cheng, M.D. Inc. Retirement Trust-0$0--
202020$919,727$0-
Leo W. K. Cheng, M.D. Inc. Retirement Trust-0$919,727$0-
LEO W. K. CHENG M.D., INC. 401(K) PLAN-0$0$0-
201913$4,872,377$0-
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$4,872,377$0-
201813$4,141,801$0-
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$4,141,801--
201713$4,471,289$0-
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$4,471,289--
201613$4,003,466$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$4,003,466$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201513$3,909,083$135,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$3,909,083$135,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201413$4,113,069$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$4,113,069$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201313$3,915,442$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$3,915,442$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201213$3,523,292$312,000$104,000iApproximate average salary by contribution assumption: employee only about $2,600,000 at 4% or $1,733,333 at 6%; with 50% employer match about $1,733,333 at 4% or $1,155,556 at 6%; with 100% employer match about $1,300,000 at 4% or $866,667 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$3,523,292$312,000$104,000iApproximate average salary by contribution assumption: employee only about $2,600,000 at 4% or $1,733,333 at 6%; with 50% employer match about $1,733,333 at 4% or $1,155,556 at 6%; with 100% employer match about $1,300,000 at 4% or $866,667 at 6%.
201113$3,222,173$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$3,222,173$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
201013$3,418,316$322,850$107,617iApproximate average salary by contribution assumption: employee only about $2,690,417 at 4% or $1,793,611 at 6%; with 50% employer match about $1,793,611 at 4% or $1,195,741 at 6%; with 100% employer match about $1,345,208 at 4% or $896,806 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$3,418,316$322,850$107,617iApproximate average salary by contribution assumption: employee only about $2,690,417 at 4% or $1,793,611 at 6%; with 50% employer match about $1,793,611 at 4% or $1,195,741 at 6%; with 100% employer match about $1,345,208 at 4% or $896,806 at 6%.
200913$2,657,721$182,000$60,667iApproximate average salary by contribution assumption: employee only about $1,516,667 at 4% or $1,011,111 at 6%; with 50% employer match about $1,011,111 at 4% or $674,074 at 6%; with 100% employer match about $758,333 at 4% or $505,556 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$2,657,721$182,000$60,667iApproximate average salary by contribution assumption: employee only about $1,516,667 at 4% or $1,011,111 at 6%; with 50% employer match about $1,011,111 at 4% or $674,074 at 6%; with 100% employer match about $758,333 at 4% or $505,556 at 6%.
200813$2,147,643$117,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$2,147,643$117,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
200713$0$0-
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3---
200613$2,594,297$120,422$40,141iApproximate average salary by contribution assumption: employee only about $1,003,517 at 4% or $669,011 at 6%; with 50% employer match about $669,011 at 4% or $446,007 at 6%; with 100% employer match about $501,758 at 4% or $334,506 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$2,594,297$120,422$40,141iApproximate average salary by contribution assumption: employee only about $1,003,517 at 4% or $669,011 at 6%; with 50% employer match about $669,011 at 4% or $446,007 at 6%; with 100% employer match about $501,758 at 4% or $334,506 at 6%.
200513$2,155,678$89,476$29,825iApproximate average salary by contribution assumption: employee only about $745,633 at 4% or $497,089 at 6%; with 50% employer match about $497,089 at 4% or $331,393 at 6%; with 100% employer match about $372,817 at 4% or $248,544 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$2,155,678$89,476$29,825iApproximate average salary by contribution assumption: employee only about $745,633 at 4% or $497,089 at 6%; with 50% employer match about $497,089 at 4% or $331,393 at 6%; with 100% employer match about $372,817 at 4% or $248,544 at 6%.
200413$2,091,390$67,656$22,552iApproximate average salary by contribution assumption: employee only about $563,800 at 4% or $375,867 at 6%; with 50% employer match about $375,867 at 4% or $250,578 at 6%; with 100% employer match about $281,900 at 4% or $187,933 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$2,091,390$67,656$22,552iApproximate average salary by contribution assumption: employee only about $563,800 at 4% or $375,867 at 6%; with 50% employer match about $375,867 at 4% or $250,578 at 6%; with 100% employer match about $281,900 at 4% or $187,933 at 6%.
200313$1,898,790$185,644$61,881iApproximate average salary by contribution assumption: employee only about $1,547,033 at 4% or $1,031,356 at 6%; with 50% employer match about $1,031,356 at 4% or $687,570 at 6%; with 100% employer match about $773,517 at 4% or $515,678 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-3$1,898,790$185,644$61,881iApproximate average salary by contribution assumption: employee only about $1,547,033 at 4% or $1,031,356 at 6%; with 50% employer match about $1,031,356 at 4% or $687,570 at 6%; with 100% employer match about $773,517 at 4% or $515,678 at 6%.
200113$0$0-
LEO W.K. CHENG, M.D., INC. RETIREMENT PLAN AND TRUST-3---
200012$0$0-
Leo W. K. Cheng, M.D. Inc. Retirement Trust-2---
199912$2,437,202$166,627$83,314iApproximate average salary by contribution assumption: employee only about $2,082,838 at 4% or $1,388,558 at 6%; with 50% employer match about $1,388,558 at 4% or $925,706 at 6%; with 100% employer match about $1,041,419 at 4% or $694,279 at 6%.
Leo W. K. Cheng, M.D. Inc. Retirement Trust-2$2,437,202$166,627$83,314iApproximate average salary by contribution assumption: employee only about $2,082,838 at 4% or $1,388,558 at 6%; with 50% employer match about $1,388,558 at 4% or $925,706 at 6%; with 100% employer match about $1,041,419 at 4% or $694,279 at 6%.