Honzen Ou, M.D. Inc.
Plan context: Honzen Ou, M.D. Inc. Employees Retirement Plan Trust
EIN 95-3539959 • Chino, CA • 49 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$6,801,289
2024 Contributions
$123,500
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $6,801,289 | $123,500 | $20,583iApproximate average salary by contribution assumption: employee only about $514,583 at 4% or $343,056 at 6%; with 50% employer match about $343,056 at 4% or $228,704 at 6%; with 100% employer match about $257,292 at 4% or $171,528 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 3 | $5,921,842 | $103,500 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 6 | $879,447 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2023 | 2 | 6 | $4,695,666 | $168,500 | $28,083iApproximate average salary by contribution assumption: employee only about $702,083 at 4% or $468,056 at 6%; with 50% employer match about $468,056 at 4% or $312,037 at 6%; with 100% employer match about $351,042 at 4% or $234,028 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 3 | $3,858,309 | $138,500 | $46,167iApproximate average salary by contribution assumption: employee only about $1,154,167 at 4% or $769,444 at 6%; with 50% employer match about $769,444 at 4% or $512,963 at 6%; with 100% employer match about $577,083 at 4% or $384,722 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 6 | $837,357 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2022 | 2 | 2 | $4,117,947 | $135,000 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $3,407,074 | $135,000 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $710,873 | - | - |
| 2021 | 2 | 2 | $6,173,069 | $115,025 | $57,513iApproximate average salary by contribution assumption: employee only about $1,437,813 at 4% or $958,542 at 6%; with 50% employer match about $958,542 at 4% or $639,028 at 6%; with 100% employer match about $718,906 at 4% or $479,271 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $5,037,341 | $115,025 | $57,513iApproximate average salary by contribution assumption: employee only about $1,437,813 at 4% or $958,542 at 6%; with 50% employer match about $958,542 at 4% or $639,028 at 6%; with 100% employer match about $718,906 at 4% or $479,271 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,135,728 | - | - |
| 2020 | 2 | 2 | $4,858,966 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $3,772,637 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,086,329 | - | - |
| 2019 | 2 | 2 | $3,623,838 | $101,100 | $50,550iApproximate average salary by contribution assumption: employee only about $1,263,750 at 4% or $842,500 at 6%; with 50% employer match about $842,500 at 4% or $561,667 at 6%; with 100% employer match about $631,875 at 4% or $421,250 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $2,553,434 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,070,404 | $1,100 | $550iApproximate average salary by contribution assumption: employee only about $13,750 at 4% or $9,167 at 6%; with 50% employer match about $9,167 at 4% or $6,111 at 6%; with 100% employer match about $6,875 at 4% or $4,583 at 6%. |
| 2018 | 2 | 2 | $4,647,028 | $122,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $2,891,534 | $122,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,755,494 | - | - |
| 2017 | 2 | 2 | $5,136,365 | $1,453,000 | $726,500iApproximate average salary by contribution assumption: employee only about $18,162,500 at 4% or $12,108,333 at 6%; with 50% employer match about $12,108,333 at 4% or $8,072,222 at 6%; with 100% employer match about $9,081,250 at 4% or $6,054,167 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $3,183,884 | $1,453,000 | $726,500iApproximate average salary by contribution assumption: employee only about $18,162,500 at 4% or $12,108,333 at 6%; with 50% employer match about $12,108,333 at 4% or $8,072,222 at 6%; with 100% employer match about $9,081,250 at 4% or $6,054,167 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,952,481 | - | - |
| 2016 | 2 | 2 | $5,645,974 | $103,000 | $51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $3,307,795 | - | - |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $2,338,179 | $103,000 | $51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%. |
| 2015 | 2 | 2 | $5,794,895 | $108,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $3,531,690 | - | - |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 2 | $2,263,205 | $108,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| 2014 | 2 | 5 | $5,799,630 | $52,200 | $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%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $3,651,693 | - | - |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 5 | $2,147,937 | $52,200 | $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%. |
| 2013 | 2 | 5 | $4,602,339 | $56,374 | $11,275iApproximate average salary by contribution assumption: employee only about $281,870 at 4% or $187,913 at 6%; with 50% employer match about $187,913 at 4% or $125,276 at 6%; with 100% employer match about $140,935 at 4% or $93,957 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $2,778,175 | - | - |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 5 | $1,824,164 | $56,374 | $11,275iApproximate average salary by contribution assumption: employee only about $281,870 at 4% or $187,913 at 6%; with 50% employer match about $187,913 at 4% or $125,276 at 6%; with 100% employer match about $140,935 at 4% or $93,957 at 6%. |
| 2012 | 2 | 4 | $4,452,781 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $2,808,064 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 4 | $1,644,717 | - | - |
| 2011 | 2 | 4 | $4,559,515 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $3,072,418 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 4 | $1,487,097 | - | - |
| 2010 | 2 | 5 | $4,967,208 | $360,000 | $72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $3,324,356 | $360,000 | $72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 5 | $1,642,852 | - | - |
| 2009 | 2 | 6 | $3,912,194 | $350,000 | $58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 6 | $2,528,540 | $350,000 | $58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 5 | $1,383,654 | - | - |
| 2008 | 2 | 5 | $2,966,595 | $440,000 | $88,000iApproximate average salary by contribution assumption: employee only about $2,200,000 at 4% or $1,466,667 at 6%; with 50% employer match about $1,466,667 at 4% or $977,778 at 6%; with 100% employer match about $1,100,000 at 4% or $733,333 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $2,282,973 | $440,000 | $88,000iApproximate average salary by contribution assumption: employee only about $2,200,000 at 4% or $1,466,667 at 6%; with 50% employer match about $1,466,667 at 4% or $977,778 at 6%; with 100% employer match about $1,100,000 at 4% or $733,333 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 3 | $683,622 | - | - |
| 2007 | 2 | 4 | $3,482,553 | $350,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $3,023,274 | $350,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 3 | $459,279 | - | - |
| 2006 | 2 | 4 | $2,798,029 | $274,415 | $68,604iApproximate average salary by contribution assumption: employee only about $1,715,094 at 4% or $1,143,396 at 6%; with 50% employer match about $1,143,396 at 4% or $762,264 at 6%; with 100% employer match about $857,547 at 4% or $571,698 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $2,375,479 | $274,415 | $68,604iApproximate average salary by contribution assumption: employee only about $1,715,094 at 4% or $1,143,396 at 6%; with 50% employer match about $1,143,396 at 4% or $762,264 at 6%; with 100% employer match about $857,547 at 4% or $571,698 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 3 | $422,550 | - | - |
| 2005 | 2 | 4 | $2,314,588 | $211,397 | $52,849iApproximate average salary by contribution assumption: employee only about $1,321,231 at 4% or $880,821 at 6%; with 50% employer match about $880,821 at 4% or $587,214 at 6%; with 100% employer match about $660,616 at 4% or $440,410 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $1,946,832 | $211,397 | $52,849iApproximate average salary by contribution assumption: employee only about $1,321,231 at 4% or $880,821 at 6%; with 50% employer match about $880,821 at 4% or $587,214 at 6%; with 100% employer match about $660,616 at 4% or $440,410 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 4 | $367,756 | - | - |
| 2004 | 2 | 3 | $1,719,127 | $139,674 | $46,558iApproximate average salary by contribution assumption: employee only about $1,163,950 at 4% or $775,967 at 6%; with 50% employer match about $775,967 at 4% or $517,311 at 6%; with 100% employer match about $581,975 at 4% or $387,983 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $1,389,549 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan Trust | - | 1 | $329,578 | $19,674 | $19,674iApproximate average salary by contribution assumption: employee only about $491,850 at 4% or $327,900 at 6%; with 50% employer match about $327,900 at 4% or $218,600 at 6%; with 100% employer match about $245,925 at 4% or $163,950 at 6%. |
| 2003 | 2 | 2 | $1,448,446 | $139,035 | $69,518iApproximate average salary by contribution assumption: employee only about $1,737,938 at 4% or $1,158,625 at 6%; with 50% employer match about $1,158,625 at 4% or $772,417 at 6%; with 100% employer match about $868,969 at 4% or $579,313 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,167,942 | $118,500 | $59,250iApproximate average salary by contribution assumption: employee only about $1,481,250 at 4% or $987,500 at 6%; with 50% employer match about $987,500 at 4% or $658,333 at 6%; with 100% employer match about $740,625 at 4% or $493,750 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan | - | 2 | $280,504 | $20,535 | $10,268iApproximate average salary by contribution assumption: employee only about $256,688 at 4% or $171,125 at 6%; with 50% employer match about $171,125 at 4% or $114,083 at 6%; with 100% employer match about $128,344 at 4% or $85,563 at 6%. |
| 2002 | 2 | 2 | $1,114,229 | $96,983 | $48,492iApproximate average salary by contribution assumption: employee only about $1,212,288 at 4% or $808,192 at 6%; with 50% employer match about $808,192 at 4% or $538,794 at 6%; with 100% employer match about $606,144 at 4% or $404,096 at 6%. |
| Honzen Ou, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $861,316 | $76,472 | $38,236iApproximate average salary by contribution assumption: employee only about $955,900 at 4% or $637,267 at 6%; with 50% employer match about $637,267 at 4% or $424,844 at 6%; with 100% employer match about $477,950 at 4% or $318,633 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan | - | 2 | $252,913 | $20,511 | $10,256iApproximate average salary by contribution assumption: employee only about $256,388 at 4% or $170,925 at 6%; with 50% employer match about $170,925 at 4% or $113,950 at 6%; with 100% employer match about $128,194 at 4% or $85,463 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Honzen Ou, M.D. Inc. Employees Retirement Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Honzen Ou, M.D. Inc. Employees Retirement Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $1,234,118 | $40,691 | $13,564iApproximate average salary by contribution assumption: employee only about $339,092 at 4% or $226,061 at 6%; with 50% employer match about $226,061 at 4% or $150,707 at 6%; with 100% employer match about $169,546 at 4% or $113,031 at 6%. |
| Honzen Ou, M.D. Inc. Employees Retirement Plan | - | 3 | $1,234,118 | $40,691 | $13,564iApproximate average salary by contribution assumption: employee only about $339,092 at 4% or $226,061 at 6%; with 50% employer match about $226,061 at 4% or $150,707 at 6%; with 100% employer match about $169,546 at 4% or $113,031 at 6%. |