Civic Intelligence

Susan Chan, D.D.S.

Plan context: Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust

EIN 94-3410000 • Martinez, CA • 14 filings • 1 plans

PO Box 8Martinez, CA 94553
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$647,341

2024 Contributions

$3,000

Historical Graphs

Total Assets Over Time

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

$709,009$354,505$0201120172023YearValue
$647,341Latest year 2023

Participants Over Time

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

110201120182023YearValue
1Latest year 2023

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
202410$0$0-
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-0---
202311$647,341$0-
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$647,341--
202211$601,120$0-
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$601,120--
202111$709,009$0-
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$709,009--
202011$680,800$0-
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$680,800--
201911$620,140$3,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$620,140$3,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201811$549,376$14,807$14,807iApproximate average salary by contribution assumption: employee only about $370,175 at 4% or $246,783 at 6%; with 50% employer match about $246,783 at 4% or $164,522 at 6%; with 100% employer match about $185,088 at 4% or $123,392 at 6%.
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$549,376$14,807$14,807iApproximate average salary by contribution assumption: employee only about $370,175 at 4% or $246,783 at 6%; with 50% employer match about $246,783 at 4% or $164,522 at 6%; with 100% employer match about $185,088 at 4% or $123,392 at 6%.
201711$540,418$18,980$18,980iApproximate average salary by contribution assumption: employee only about $474,500 at 4% or $316,333 at 6%; with 50% employer match about $316,333 at 4% or $210,889 at 6%; with 100% employer match about $237,250 at 4% or $158,167 at 6%.
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$540,418$18,980$18,980iApproximate average salary by contribution assumption: employee only about $474,500 at 4% or $316,333 at 6%; with 50% employer match about $316,333 at 4% or $210,889 at 6%; with 100% employer match about $237,250 at 4% or $158,167 at 6%.
201611$491,504$0-
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$491,504--
201511$466,253$2,218$2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,644 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%.
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$466,253$2,218$2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,644 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%.
201411$456,433$8,921$8,921iApproximate average salary by contribution assumption: employee only about $223,025 at 4% or $148,683 at 6%; with 50% employer match about $148,683 at 4% or $99,122 at 6%; with 100% employer match about $111,513 at 4% or $74,342 at 6%.
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$456,433$8,921$8,921iApproximate average salary by contribution assumption: employee only about $223,025 at 4% or $148,683 at 6%; with 50% employer match about $148,683 at 4% or $99,122 at 6%; with 100% employer match about $111,513 at 4% or $74,342 at 6%.
201310$408,517$414-
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-0$408,517$414-
201211$416,648$28,301$28,301iApproximate average salary by contribution assumption: employee only about $707,525 at 4% or $471,683 at 6%; with 50% employer match about $471,683 at 4% or $314,456 at 6%; with 100% employer match about $353,763 at 4% or $235,842 at 6%.
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$416,648$28,301$28,301iApproximate average salary by contribution assumption: employee only about $707,525 at 4% or $471,683 at 6%; with 50% employer match about $471,683 at 4% or $314,456 at 6%; with 100% employer match about $353,763 at 4% or $235,842 at 6%.
201111$359,394$31,873$31,873iApproximate average salary by contribution assumption: employee only about $796,825 at 4% or $531,217 at 6%; with 50% employer match about $531,217 at 4% or $354,144 at 6%; with 100% employer match about $398,413 at 4% or $265,608 at 6%.
Susan Chan, D.D.S. 401K Profit Sharing Plan and Trust-1$359,394$31,873$31,873iApproximate average salary by contribution assumption: employee only about $796,825 at 4% or $531,217 at 6%; with 50% employer match about $531,217 at 4% or $354,144 at 6%; with 100% employer match about $398,413 at 4% or $265,608 at 6%.