Civic Intelligence

Nancy Ung, D.M.D.

Plan context: NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN

EIN 94-3188638 • Orinda, CA • 30 filings • 7 plans

351 El Toyonal RoadOrinda, CA 94563
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$731,726

2015 Contributions

$49,050

Historical Graphs

Total Assets Over Time

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

$2,060,158$1,030,079$0200320092015YearValue
$731,726Latest year 2015

Participants Over Time

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

840200320092015YearValue
1Latest year 2015

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
201521$731,726$0-
NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN-1$731,726$0-
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-0$0$0-
201435$903,357$49,050$9,810iApproximate average salary by contribution assumption: employee only about $245,250 at 4% or $163,500 at 6%; with 50% employer match about $163,500 at 4% or $109,000 at 6%; with 100% employer match about $122,625 at 4% or $81,750 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN-5$770,034$26,150$5,230iApproximate average salary by contribution assumption: employee only about $130,750 at 4% or $87,167 at 6%; with 50% employer match about $87,167 at 4% or $58,111 at 6%; with 100% employer match about $65,375 at 4% or $43,583 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-5$133,323$22,900$4,580iApproximate average salary by contribution assumption: employee only about $114,500 at 4% or $76,333 at 6%; with 50% employer match about $76,333 at 4% or $50,889 at 6%; with 100% employer match about $57,250 at 4% or $38,167 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN & TRUST-0$0$0-
201336$2,060,158$218,147$36,358iApproximate average salary by contribution assumption: employee only about $908,946 at 4% or $605,964 at 6%; with 50% employer match about $605,964 at 4% or $403,976 at 6%; with 100% employer match about $454,473 at 4% or $302,982 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN & TRUST-6$1,284,180$182,221$30,370iApproximate average salary by contribution assumption: employee only about $759,254 at 4% or $506,169 at 6%; with 50% employer match about $506,169 at 4% or $337,446 at 6%; with 100% employer match about $379,627 at 4% or $253,085 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN-6$674,827$20,800$3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-6$101,151$15,126$2,521iApproximate average salary by contribution assumption: employee only about $63,025 at 4% or $42,017 at 6%; with 50% employer match about $42,017 at 4% or $28,011 at 6%; with 100% employer match about $31,513 at 4% or $21,008 at 6%.
201236$1,644,306$241,734$40,289iApproximate average salary by contribution assumption: employee only about $1,007,225 at 4% or $671,483 at 6%; with 50% employer match about $671,483 at 4% or $447,656 at 6%; with 100% employer match about $503,613 at 4% or $335,742 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN & TRUST-4$1,007,046$205,000$51,250iApproximate average salary by contribution assumption: employee only about $1,281,250 at 4% or $854,167 at 6%; with 50% employer match about $854,167 at 4% or $569,444 at 6%; with 100% employer match about $640,625 at 4% or $427,083 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN-6$561,022$21,525$3,588iApproximate average salary by contribution assumption: employee only about $89,688 at 4% or $59,792 at 6%; with 50% employer match about $59,792 at 4% or $39,861 at 6%; with 100% employer match about $44,844 at 4% or $29,896 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-6$76,238$15,209$2,535iApproximate average salary by contribution assumption: employee only about $63,371 at 4% or $42,247 at 6%; with 50% employer match about $42,247 at 4% or $28,165 at 6%; with 100% employer match about $31,685 at 4% or $21,124 at 6%.
201137$1,307,162$306,575$43,796iApproximate average salary by contribution assumption: employee only about $1,094,911 at 4% or $729,940 at 6%; with 50% employer match about $729,940 at 4% or $486,627 at 6%; with 100% employer match about $547,455 at 4% or $364,970 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN & TRUST-5$736,478$275,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN-7$497,985$22,275$3,182iApproximate average salary by contribution assumption: employee only about $79,554 at 4% or $53,036 at 6%; with 50% employer match about $53,036 at 4% or $35,357 at 6%; with 100% employer match about $39,777 at 4% or $26,518 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-6$72,699$9,300$1,550iApproximate average salary by contribution assumption: employee only about $38,750 at 4% or $25,833 at 6%; with 50% employer match about $25,833 at 4% or $17,222 at 6%; with 100% employer match about $19,375 at 4% or $12,917 at 6%.
201037$1,003,482$145,161$20,737iApproximate average salary by contribution assumption: employee only about $518,432 at 4% or $345,621 at 6%; with 50% employer match about $345,621 at 4% or $230,414 at 6%; with 100% employer match about $259,216 at 4% or $172,811 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN-7$477,324$21,975$3,139iApproximate average salary by contribution assumption: employee only about $78,482 at 4% or $52,321 at 6%; with 50% employer match about $52,321 at 4% or $34,881 at 6%; with 100% employer match about $39,241 at 4% or $26,161 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN AND TRUST-5$462,858$111,500$22,300iApproximate average salary by contribution assumption: employee only about $557,500 at 4% or $371,667 at 6%; with 50% employer match about $371,667 at 4% or $247,778 at 6%; with 100% employer match about $278,750 at 4% or $185,833 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-6$63,300$11,686$1,948iApproximate average salary by contribution assumption: employee only about $48,692 at 4% or $32,461 at 6%; with 50% employer match about $32,461 at 4% or $21,641 at 6%; with 100% employer match about $24,346 at 4% or $16,231 at 6%.
200938$763,335$144,771$18,096iApproximate average salary by contribution assumption: employee only about $452,409 at 4% or $301,606 at 6%; with 50% employer match about $301,606 at 4% or $201,071 at 6%; with 100% employer match about $226,205 at 4% or $150,803 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401(K) PLAN-8$398,591$19,965$2,496iApproximate average salary by contribution assumption: employee only about $62,391 at 4% or $41,594 at 6%; with 50% employer match about $41,594 at 4% or $27,729 at 6%; with 100% employer match about $31,195 at 4% or $20,797 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN AND TRUST-6$315,870$111,500$18,583iApproximate average salary by contribution assumption: employee only about $464,583 at 4% or $309,722 at 6%; with 50% employer match about $309,722 at 4% or $206,481 at 6%; with 100% employer match about $232,292 at 4% or $154,861 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-7$48,874$13,306$1,901iApproximate average salary by contribution assumption: employee only about $47,521 at 4% or $31,681 at 6%; with 50% employer match about $31,681 at 4% or $21,121 at 6%; with 100% employer match about $23,761 at 4% or $15,840 at 6%.
200835$527,520$143,670$28,734iApproximate average salary by contribution assumption: employee only about $718,350 at 4% or $478,900 at 6%; with 50% employer match about $478,900 at 4% or $319,267 at 6%; with 100% employer match about $359,175 at 4% or $239,450 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401K PLAN-4$338,568$21,625$5,406iApproximate average salary by contribution assumption: employee only about $135,156 at 4% or $90,104 at 6%; with 50% employer match about $90,104 at 4% or $60,069 at 6%; with 100% employer match about $67,578 at 4% or $45,052 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN AND TRUST-5$157,612$102,177$20,435iApproximate average salary by contribution assumption: employee only about $510,885 at 4% or $340,590 at 6%; with 50% employer match about $340,590 at 4% or $227,060 at 6%; with 100% employer match about $255,443 at 4% or $170,295 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-5$31,340$19,868$3,974iApproximate average salary by contribution assumption: employee only about $99,340 at 4% or $66,227 at 6%; with 50% employer match about $66,227 at 4% or $44,151 at 6%; with 100% employer match about $49,670 at 4% or $33,113 at 6%.
200734$592,250$145,404$36,351iApproximate average salary by contribution assumption: employee only about $908,775 at 4% or $605,850 at 6%; with 50% employer match about $605,850 at 4% or $403,900 at 6%; with 100% employer match about $454,388 at 4% or $302,925 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401K PLAN-4$468,860$21,650$5,413iApproximate average salary by contribution assumption: employee only about $135,313 at 4% or $90,208 at 6%; with 50% employer match about $90,208 at 4% or $60,139 at 6%; with 100% employer match about $67,656 at 4% or $45,104 at 6%.
NANCY UNG, D.M.D. DEFINED BENEFIT PLAN AND TRUST-4$103,702$103,771$25,943iApproximate average salary by contribution assumption: employee only about $648,569 at 4% or $432,379 at 6%; with 50% employer match about $432,379 at 4% or $288,253 at 6%; with 100% employer match about $324,284 at 4% or $216,190 at 6%.
Nancy Ung, D.M.D. Profit Sharing Plan and Trust-4$19,688$19,983$4,996iApproximate average salary by contribution assumption: employee only about $124,894 at 4% or $83,263 at 6%; with 50% employer match about $83,263 at 4% or $55,508 at 6%; with 100% employer match about $62,447 at 4% or $41,631 at 6%.
200614$442,008$55,583$13,896iApproximate average salary by contribution assumption: employee only about $347,394 at 4% or $231,596 at 6%; with 50% employer match about $231,596 at 4% or $154,397 at 6%; with 100% employer match about $173,697 at 4% or $115,798 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401K PLAN-4$442,008$55,583$13,896iApproximate average salary by contribution assumption: employee only about $347,394 at 4% or $231,596 at 6%; with 50% employer match about $231,596 at 4% or $154,397 at 6%; with 100% employer match about $173,697 at 4% or $115,798 at 6%.
200514$341,508$53,823$13,456iApproximate average salary by contribution assumption: employee only about $336,394 at 4% or $224,263 at 6%; with 50% employer match about $224,263 at 4% or $149,508 at 6%; with 100% employer match about $168,197 at 4% or $112,131 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401K PLAN-4$341,508$53,823$13,456iApproximate average salary by contribution assumption: employee only about $336,394 at 4% or $224,263 at 6%; with 50% employer match about $224,263 at 4% or $149,508 at 6%; with 100% employer match about $168,197 at 4% or $112,131 at 6%.
200415$269,972$52,658$10,532iApproximate average salary by contribution assumption: employee only about $263,290 at 4% or $175,527 at 6%; with 50% employer match about $175,527 at 4% or $117,018 at 6%; with 100% employer match about $131,645 at 4% or $87,763 at 6%.
NANCY UNG, D.M.D. PROFIT SHARING 401K PLAN-5$269,972$52,658$10,532iApproximate average salary by contribution assumption: employee only about $263,290 at 4% or $175,527 at 6%; with 50% employer match about $175,527 at 4% or $117,018 at 6%; with 100% employer match about $131,645 at 4% or $87,763 at 6%.
200315$185,572$28,798$5,760iApproximate average salary by contribution assumption: employee only about $143,990 at 4% or $95,993 at 6%; with 50% employer match about $95,993 at 4% or $63,996 at 6%; with 100% employer match about $71,995 at 4% or $47,997 at 6%.
NANCY UNG, DMD PROFIT SHARING PLAN-5$185,572$28,798$5,760iApproximate average salary by contribution assumption: employee only about $143,990 at 4% or $95,993 at 6%; with 50% employer match about $95,993 at 4% or $63,996 at 6%; with 100% employer match about $71,995 at 4% or $47,997 at 6%.