Joe Chan, CPA
Plan context: JOE CHAN CPA MONEY PURCHASE PENSION PLAN
EIN 94-2746656 • 8 filings • 6 plans
Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$178,004
2004 Contributions
$20,880
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 |
|---|---|---|---|---|---|
| 2004 | 2 | 2 | $178,004 | $20,880 | $10,440iApproximate average salary by contribution assumption: employee only about $261,000 at 4% or $174,000 at 6%; with 50% employer match about $174,000 at 4% or $116,000 at 6%; with 100% employer match about $130,500 at 4% or $87,000 at 6%. |
| JOE CHAN CPA MONEY PURCHASE PENSION PLAN | - | 2 | $118,997 | $13,920 | $6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%. |
| Joe Chan, CPA Keogh Plan | - | 2 | $59,007 | $6,960 | $3,480iApproximate average salary by contribution assumption: employee only about $87,000 at 4% or $58,000 at 6%; with 50% employer match about $58,000 at 4% or $38,667 at 6%; with 100% employer match about $43,500 at 4% or $29,000 at 6%. |
| 2003 | 2 | 2 | $166,816 | $26,272 | $13,136iApproximate average salary by contribution assumption: employee only about $328,400 at 4% or $218,933 at 6%; with 50% employer match about $218,933 at 4% or $145,956 at 6%; with 100% employer match about $164,200 at 4% or $109,467 at 6%. |
| JOE CHAN CPA MONEY PIRCHASE PENSION PLAN | - | 2 | $109,381 | $13,532 | $6,766iApproximate average salary by contribution assumption: employee only about $169,150 at 4% or $112,767 at 6%; with 50% employer match about $112,767 at 4% or $75,178 at 6%; with 100% employer match about $84,575 at 4% or $56,383 at 6%. |
| Joe Chan, CPA Keogh Plan | - | 2 | $57,435 | $12,740 | $6,370iApproximate average salary by contribution assumption: employee only about $159,250 at 4% or $106,167 at 6%; with 50% employer match about $106,167 at 4% or $70,778 at 6%; with 100% employer match about $79,625 at 4% or $53,083 at 6%. |
| 2002 | 1 | 2 | $36,538 | $13,043 | $6,522iApproximate average salary by contribution assumption: employee only about $163,038 at 4% or $108,692 at 6%; with 50% employer match about $108,692 at 4% or $72,461 at 6%; with 100% employer match about $81,519 at 4% or $54,346 at 6%. |
| Joe Chan, CPA Keogh Plan | - | 2 | $36,538 | $13,043 | $6,522iApproximate average salary by contribution assumption: employee only about $163,038 at 4% or $108,692 at 6%; with 50% employer match about $108,692 at 4% or $72,461 at 6%; with 100% employer match about $81,519 at 4% or $54,346 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Joe Chan, CPA Keogh Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $137,064 | $45,384 | $22,692iApproximate average salary by contribution assumption: employee only about $567,300 at 4% or $378,200 at 6%; with 50% employer match about $378,200 at 4% or $252,133 at 6%; with 100% employer match about $283,650 at 4% or $189,100 at 6%. |
| Joe Chan, CPA Keogh Plan | - | 2 | $137,064 | $45,384 | $22,692iApproximate average salary by contribution assumption: employee only about $567,300 at 4% or $378,200 at 6%; with 50% employer match about $378,200 at 4% or $252,133 at 6%; with 100% employer match about $283,650 at 4% or $189,100 at 6%. |
| 1999 | 1 | 0 | $361,516 | $37,067 | - |
| Joe Chan, CPA Keogh Plan | - | 0 | $361,516 | $37,067 | - |