James K. Chen, D.D.S. Inc.
Plan context: JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN
EIN 95-3094745 • Santa Ana, CA • 11 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
3
2011 Assets
$1,650,864
2011 Contributions
$185,000
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 3 | $1,650,864 | $185,000 | $61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%. |
| JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 3 | $1,650,864 | $185,000 | $61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%. |
| 2010 | 1 | 3 | $1,480,143 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 3 | $1,480,143 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| 2009 | 1 | 3 | $1,144,784 | $190,631 | $63,544iApproximate average salary by contribution assumption: employee only about $1,588,592 at 4% or $1,059,061 at 6%; with 50% employer match about $1,059,061 at 4% or $706,041 at 6%; with 100% employer match about $794,296 at 4% or $529,531 at 6%. |
| JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 3 | $1,144,784 | $190,631 | $63,544iApproximate average salary by contribution assumption: employee only about $1,588,592 at 4% or $1,059,061 at 6%; with 50% employer match about $1,059,061 at 4% or $706,041 at 6%; with 100% employer match about $794,296 at 4% or $529,531 at 6%. |
| 2008 | 1 | 4 | $902,682 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| JAMES K.CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 4 | $902,682 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| 2006 | 1 | 2 | $812,891 | $171,221 | $85,611iApproximate average salary by contribution assumption: employee only about $2,140,263 at 4% or $1,426,842 at 6%; with 50% employer match about $1,426,842 at 4% or $951,228 at 6%; with 100% employer match about $1,070,131 at 4% or $713,421 at 6%. |
| JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 2 | $812,891 | $171,221 | $85,611iApproximate average salary by contribution assumption: employee only about $2,140,263 at 4% or $1,426,842 at 6%; with 50% employer match about $1,426,842 at 4% or $951,228 at 6%; with 100% employer match about $1,070,131 at 4% or $713,421 at 6%. |
| 2005 | 1 | 3 | $568,562 | $150,994 | $50,331iApproximate average salary by contribution assumption: employee only about $1,258,283 at 4% or $838,856 at 6%; with 50% employer match about $838,856 at 4% or $559,237 at 6%; with 100% employer match about $629,142 at 4% or $419,428 at 6%. |
| JAMES K.CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 3 | $568,562 | $150,994 | $50,331iApproximate average salary by contribution assumption: employee only about $1,258,283 at 4% or $838,856 at 6%; with 50% employer match about $838,856 at 4% or $559,237 at 6%; with 100% employer match about $629,142 at 4% or $419,428 at 6%. |
| 2004 | 1 | 3 | $396,508 | $128,730 | $42,910iApproximate average salary by contribution assumption: employee only about $1,072,750 at 4% or $715,167 at 6%; with 50% employer match about $715,167 at 4% or $476,778 at 6%; with 100% employer match about $536,375 at 4% or $357,583 at 6%. |
| JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 3 | $396,508 | $128,730 | $42,910iApproximate average salary by contribution assumption: employee only about $1,072,750 at 4% or $715,167 at 6%; with 50% employer match about $715,167 at 4% or $476,778 at 6%; with 100% employer match about $536,375 at 4% or $357,583 at 6%. |
| 2003 | 1 | 1 | $245,989 | $121,006 | $121,006iApproximate average salary by contribution assumption: employee only about $3,025,150 at 4% or $2,016,767 at 6%; with 50% employer match about $2,016,767 at 4% or $1,344,511 at 6%; with 100% employer match about $1,512,575 at 4% or $1,008,383 at 6%. |
| JAMES K. CHEN D.D.S. INC. DEFINED BENEFIT PLAN | - | 1 | $245,989 | $121,006 | $121,006iApproximate average salary by contribution assumption: employee only about $3,025,150 at 4% or $2,016,767 at 6%; with 50% employer match about $2,016,767 at 4% or $1,344,511 at 6%; with 100% employer match about $1,512,575 at 4% or $1,008,383 at 6%. |
| 2002 | 1 | 1 | $120,471 | $120,471 | $120,471iApproximate average salary by contribution assumption: employee only about $3,011,775 at 4% or $2,007,850 at 6%; with 50% employer match about $2,007,850 at 4% or $1,338,567 at 6%; with 100% employer match about $1,505,888 at 4% or $1,003,925 at 6%. |
| JAMES K. CHEN D.D.S., INC. DEFINED BENEFIT PLAN | - | 1 | $120,471 | $120,471 | $120,471iApproximate average salary by contribution assumption: employee only about $3,011,775 at 4% or $2,007,850 at 6%; with 50% employer match about $2,007,850 at 4% or $1,338,567 at 6%; with 100% employer match about $1,505,888 at 4% or $1,003,925 at 6%. |
| 1999 | 1 | 0 | $435,665 | $0 | - |
| James K. Chen, D.D.S. Inc. Profit Sharing Plan | - | 0 | $435,665 | - | - |