Diana C. Yuen, O.D.
Plan context: Diana C. Yuen, O.D. Money Purchase Pension Plan
EIN 94-2862626 • Oakland, CA • 25 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
10
2023 Assets
$3,256,365
2023 Contributions
$67,950
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 10 | $3,256,365 | $67,950 | $6,795iApproximate average salary by contribution assumption: employee only about $169,875 at 4% or $113,250 at 6%; with 50% employer match about $113,250 at 4% or $75,500 at 6%; with 100% employer match about $84,938 at 4% or $56,625 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 10 | $3,256,365 | $67,950 | $6,795iApproximate average salary by contribution assumption: employee only about $169,875 at 4% or $113,250 at 6%; with 50% employer match about $113,250 at 4% or $75,500 at 6%; with 100% employer match about $84,938 at 4% or $56,625 at 6%. |
| 2021 | 1 | 9 | $3,737,423 | $72,427 | $8,047iApproximate average salary by contribution assumption: employee only about $201,186 at 4% or $134,124 at 6%; with 50% employer match about $134,124 at 4% or $89,416 at 6%; with 100% employer match about $100,593 at 4% or $67,062 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 9 | $3,737,423 | $72,427 | $8,047iApproximate average salary by contribution assumption: employee only about $201,186 at 4% or $134,124 at 6%; with 50% employer match about $134,124 at 4% or $89,416 at 6%; with 100% employer match about $100,593 at 4% or $67,062 at 6%. |
| 2020 | 1 | 6 | $3,190,949 | $62,851 | $10,475iApproximate average salary by contribution assumption: employee only about $261,879 at 4% or $174,586 at 6%; with 50% employer match about $174,586 at 4% or $116,391 at 6%; with 100% employer match about $130,940 at 4% or $87,293 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 6 | $3,190,949 | $62,851 | $10,475iApproximate average salary by contribution assumption: employee only about $261,879 at 4% or $174,586 at 6%; with 50% employer match about $174,586 at 4% or $116,391 at 6%; with 100% employer match about $130,940 at 4% or $87,293 at 6%. |
| 2019 | 1 | 6 | $2,745,546 | $61,151 | $10,192iApproximate average salary by contribution assumption: employee only about $254,796 at 4% or $169,864 at 6%; with 50% employer match about $169,864 at 4% or $113,243 at 6%; with 100% employer match about $127,398 at 4% or $84,932 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 6 | $2,745,546 | $61,151 | $10,192iApproximate average salary by contribution assumption: employee only about $254,796 at 4% or $169,864 at 6%; with 50% employer match about $169,864 at 4% or $113,243 at 6%; with 100% employer match about $127,398 at 4% or $84,932 at 6%. |
| 2018 | 1 | 6 | $2,242,683 | $59,417 | $9,903iApproximate average salary by contribution assumption: employee only about $247,571 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,524 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 6 | $2,242,683 | $59,417 | $9,903iApproximate average salary by contribution assumption: employee only about $247,571 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,524 at 6%. |
| 2017 | 1 | 9 | $2,336,917 | $65,763 | $7,307iApproximate average salary by contribution assumption: employee only about $182,675 at 4% or $121,783 at 6%; with 50% employer match about $121,783 at 4% or $81,189 at 6%; with 100% employer match about $91,338 at 4% or $60,892 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 9 | $2,336,917 | $65,763 | $7,307iApproximate average salary by contribution assumption: employee only about $182,675 at 4% or $121,783 at 6%; with 50% employer match about $121,783 at 4% or $81,189 at 6%; with 100% employer match about $91,338 at 4% or $60,892 at 6%. |
| 2016 | 1 | 7 | $1,953,660 | $59,426 | $8,489iApproximate average salary by contribution assumption: employee only about $212,236 at 4% or $141,490 at 6%; with 50% employer match about $141,490 at 4% or $94,327 at 6%; with 100% employer match about $106,118 at 4% or $70,745 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 7 | $1,953,660 | $59,426 | $8,489iApproximate average salary by contribution assumption: employee only about $212,236 at 4% or $141,490 at 6%; with 50% employer match about $141,490 at 4% or $94,327 at 6%; with 100% employer match about $106,118 at 4% or $70,745 at 6%. |
| 2015 | 1 | 5 | $1,743,347 | $57,874 | $11,575iApproximate average salary by contribution assumption: employee only about $289,370 at 4% or $192,913 at 6%; with 50% employer match about $192,913 at 4% or $128,609 at 6%; with 100% employer match about $144,685 at 4% or $96,457 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 5 | $1,743,347 | $57,874 | $11,575iApproximate average salary by contribution assumption: employee only about $289,370 at 4% or $192,913 at 6%; with 50% employer match about $192,913 at 4% or $128,609 at 6%; with 100% employer match about $144,685 at 4% or $96,457 at 6%. |
| 2014 | 1 | 4 | $1,725,127 | $58,293 | $14,573iApproximate average salary by contribution assumption: employee only about $364,331 at 4% or $242,888 at 6%; with 50% employer match about $242,888 at 4% or $161,925 at 6%; with 100% employer match about $182,166 at 4% or $121,444 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 4 | $1,725,127 | $58,293 | $14,573iApproximate average salary by contribution assumption: employee only about $364,331 at 4% or $242,888 at 6%; with 50% employer match about $242,888 at 4% or $161,925 at 6%; with 100% employer match about $182,166 at 4% or $121,444 at 6%. |
| 2013 | 1 | 4 | $1,566,490 | $54,979 | $13,745iApproximate average salary by contribution assumption: employee only about $343,619 at 4% or $229,079 at 6%; with 50% employer match about $229,079 at 4% or $152,719 at 6%; with 100% employer match about $171,809 at 4% or $114,540 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 4 | $1,566,490 | $54,979 | $13,745iApproximate average salary by contribution assumption: employee only about $343,619 at 4% or $229,079 at 6%; with 50% employer match about $229,079 at 4% or $152,719 at 6%; with 100% employer match about $171,809 at 4% or $114,540 at 6%. |
| 2012 | 1 | 3 | $1,231,334 | $53,160 | $17,720iApproximate average salary by contribution assumption: employee only about $443,000 at 4% or $295,333 at 6%; with 50% employer match about $295,333 at 4% or $196,889 at 6%; with 100% employer match about $221,500 at 4% or $147,667 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 3 | $1,231,334 | $53,160 | $17,720iApproximate average salary by contribution assumption: employee only about $443,000 at 4% or $295,333 at 6%; with 50% employer match about $295,333 at 4% or $196,889 at 6%; with 100% employer match about $221,500 at 4% or $147,667 at 6%. |
| 2011 | 1 | 3 | $1,036,271 | $51,863 | $17,288iApproximate average salary by contribution assumption: employee only about $432,192 at 4% or $288,128 at 6%; with 50% employer match about $288,128 at 4% or $192,085 at 6%; with 100% employer match about $216,096 at 4% or $144,064 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 3 | $1,036,271 | $51,863 | $17,288iApproximate average salary by contribution assumption: employee only about $432,192 at 4% or $288,128 at 6%; with 50% employer match about $288,128 at 4% or $192,085 at 6%; with 100% employer match about $216,096 at 4% or $144,064 at 6%. |
| 2010 | 1 | 2 | $1,014,685 | $49,855 | $24,928iApproximate average salary by contribution assumption: employee only about $623,188 at 4% or $415,458 at 6%; with 50% employer match about $415,458 at 4% or $276,972 at 6%; with 100% employer match about $311,594 at 4% or $207,729 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | $1,014,685 | $49,855 | $24,928iApproximate average salary by contribution assumption: employee only about $623,188 at 4% or $415,458 at 6%; with 50% employer match about $415,458 at 4% or $276,972 at 6%; with 100% employer match about $311,594 at 4% or $207,729 at 6%. |
| 2009 | 1 | 3 | $948,346 | $52,630 | $17,543iApproximate average salary by contribution assumption: employee only about $438,583 at 4% or $292,389 at 6%; with 50% employer match about $292,389 at 4% or $194,926 at 6%; with 100% employer match about $219,292 at 4% or $146,194 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 3 | $948,346 | $52,630 | $17,543iApproximate average salary by contribution assumption: employee only about $438,583 at 4% or $292,389 at 6%; with 50% employer match about $292,389 at 4% or $194,926 at 6%; with 100% employer match about $219,292 at 4% or $146,194 at 6%. |
| 2008 | 1 | 3 | $678,308 | $50,088 | $16,696iApproximate average salary by contribution assumption: employee only about $417,400 at 4% or $278,267 at 6%; with 50% employer match about $278,267 at 4% or $185,511 at 6%; with 100% employer match about $208,700 at 4% or $139,133 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 3 | $678,308 | $50,088 | $16,696iApproximate average salary by contribution assumption: employee only about $417,400 at 4% or $278,267 at 6%; with 50% employer match about $278,267 at 4% or $185,511 at 6%; with 100% employer match about $208,700 at 4% or $139,133 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $942,619 | $46,558 | $23,279iApproximate average salary by contribution assumption: employee only about $581,975 at 4% or $387,983 at 6%; with 50% employer match about $387,983 at 4% or $258,656 at 6%; with 100% employer match about $290,988 at 4% or $193,992 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | $942,619 | $46,558 | $23,279iApproximate average salary by contribution assumption: employee only about $581,975 at 4% or $387,983 at 6%; with 50% employer match about $387,983 at 4% or $258,656 at 6%; with 100% employer match about $290,988 at 4% or $193,992 at 6%. |
| 2005 | 1 | 2 | $792,223 | $43,760 | $21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | $792,223 | $43,760 | $21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%. |
| 2004 | 1 | 2 | $711,225 | $43,033 | $21,517iApproximate average salary by contribution assumption: employee only about $537,913 at 4% or $358,608 at 6%; with 50% employer match about $358,608 at 4% or $239,072 at 6%; with 100% employer match about $268,956 at 4% or $179,304 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | $711,225 | $43,033 | $21,517iApproximate average salary by contribution assumption: employee only about $537,913 at 4% or $358,608 at 6%; with 50% employer match about $358,608 at 4% or $239,072 at 6%; with 100% employer match about $268,956 at 4% or $179,304 at 6%. |
| 2003 | 1 | 2 | $616,615 | $42,289 | $21,145iApproximate average salary by contribution assumption: employee only about $528,613 at 4% or $352,408 at 6%; with 50% employer match about $352,408 at 4% or $234,939 at 6%; with 100% employer match about $264,306 at 4% or $176,204 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | $616,615 | $42,289 | $21,145iApproximate average salary by contribution assumption: employee only about $528,613 at 4% or $352,408 at 6%; with 50% employer match about $352,408 at 4% or $234,939 at 6%; with 100% employer match about $264,306 at 4% or $176,204 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $559,624 | $35,638 | $17,819iApproximate average salary by contribution assumption: employee only about $445,475 at 4% or $296,983 at 6%; with 50% employer match about $296,983 at 4% or $197,989 at 6%; with 100% employer match about $222,738 at 4% or $148,492 at 6%. |
| Diana C. Yuen, O.D. Money Purchase Pension Plan | - | 2 | $559,624 | $35,638 | $17,819iApproximate average salary by contribution assumption: employee only about $445,475 at 4% or $296,983 at 6%; with 50% employer match about $296,983 at 4% or $197,989 at 6%; with 100% employer match about $222,738 at 4% or $148,492 at 6%. |