Ngyen Huu, M.D. Inc.
Plan context: NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST
EIN 95-3642468 • Santa Ana, CA • 30 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,924,316
2024 Contributions
$43,066
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 | 5 | $3,924,316 | $43,066 | $8,613iApproximate average salary by contribution assumption: employee only about $215,330 at 4% or $143,553 at 6%; with 50% employer match about $143,553 at 4% or $95,702 at 6%; with 100% employer match about $107,665 at 4% or $71,777 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $3,727,663 | $0 | - |
| SOUTH COAST BRISTOL CLINIC RETIREMENT PLAN | - | 5 | $196,653 | $43,066 | $8,613iApproximate average salary by contribution assumption: employee only about $215,330 at 4% or $143,553 at 6%; with 50% employer match about $143,553 at 4% or $95,702 at 6%; with 100% employer match about $107,665 at 4% or $71,777 at 6%. |
| 2023 | 2 | 5 | $3,891,904 | $76,450 | $15,290iApproximate average salary by contribution assumption: employee only about $382,250 at 4% or $254,833 at 6%; with 50% employer match about $254,833 at 4% or $169,889 at 6%; with 100% employer match about $191,125 at 4% or $127,417 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $3,742,098 | $0 | - |
| SOUTH COAST BRISTOL CLINIC RETIREMENT PLAN | - | 5 | $149,806 | $76,450 | $15,290iApproximate average salary by contribution assumption: employee only about $382,250 at 4% or $254,833 at 6%; with 50% employer match about $254,833 at 4% or $169,889 at 6%; with 100% employer match about $191,125 at 4% or $127,417 at 6%. |
| 2022 | 2 | 5 | $3,699,380 | $74,519 | $14,904iApproximate average salary by contribution assumption: employee only about $372,595 at 4% or $248,397 at 6%; with 50% employer match about $248,397 at 4% or $165,598 at 6%; with 100% employer match about $186,298 at 4% or $124,198 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $3,624,861 | $0 | - |
| SOUTH COAST BRISTOL CLINIC RETIREMENT PLAN | - | 5 | $74,519 | $74,519 | $14,904iApproximate average salary by contribution assumption: employee only about $372,595 at 4% or $248,397 at 6%; with 50% employer match about $248,397 at 4% or $165,598 at 6%; with 100% employer match about $186,298 at 4% or $124,198 at 6%. |
| 2021 | 1 | 3 | $4,298,870 | $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%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $4,298,870 | $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%. |
| 2020 | 1 | 3 | $4,385,701 | $225,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $4,385,701 | $225,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2019 | 1 | 3 | $3,865,635 | $306,000 | $102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $3,865,635 | $306,000 | $102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%. |
| 2018 | 1 | 3 | $3,284,072 | $370,000 | $123,333iApproximate average salary by contribution assumption: employee only about $3,083,333 at 4% or $2,055,556 at 6%; with 50% employer match about $2,055,556 at 4% or $1,370,370 at 6%; with 100% employer match about $1,541,667 at 4% or $1,027,778 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $3,284,072 | $370,000 | $123,333iApproximate average salary by contribution assumption: employee only about $3,083,333 at 4% or $2,055,556 at 6%; with 50% employer match about $2,055,556 at 4% or $1,370,370 at 6%; with 100% employer match about $1,541,667 at 4% or $1,027,778 at 6%. |
| 2017 | 1 | 4 | $3,395,987 | $410,000 | $102,500iApproximate average salary by contribution assumption: employee only about $2,562,500 at 4% or $1,708,333 at 6%; with 50% employer match about $1,708,333 at 4% or $1,138,889 at 6%; with 100% employer match about $1,281,250 at 4% or $854,167 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | $3,395,987 | $410,000 | $102,500iApproximate average salary by contribution assumption: employee only about $2,562,500 at 4% or $1,708,333 at 6%; with 50% employer match about $1,708,333 at 4% or $1,138,889 at 6%; with 100% employer match about $1,281,250 at 4% or $854,167 at 6%. |
| 2016 | 1 | 4 | $2,901,700 | $700,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | $2,901,700 | $700,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| 2015 | 1 | 4 | $2,158,578 | $220,000 | $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%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | $2,158,578 | $220,000 | $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%. |
| 2014 | 1 | 4 | $1,939,366 | $220,000 | $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%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | $1,939,366 | $220,000 | $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%. |
| 2013 | 1 | 4 | $1,699,754 | $165,000 | $41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | $1,699,754 | $165,000 | $41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%. |
| 2012 | 1 | 4 | $1,489,453 | $71,000 | $17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | $1,489,453 | $71,000 | $17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%. |
| 2011 | 1 | 3 | $1,401,287 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,401,287 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2010 | 1 | 3 | $1,339,684 | $104,000 | $34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,339,684 | $104,000 | $34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%. |
| 2009 | 1 | 3 | $1,192,763 | $220,751 | $73,584iApproximate average salary by contribution assumption: employee only about $1,839,592 at 4% or $1,226,394 at 6%; with 50% employer match about $1,226,394 at 4% or $817,596 at 6%; with 100% employer match about $919,796 at 4% or $613,197 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,192,763 | $220,751 | $73,584iApproximate average salary by contribution assumption: employee only about $1,839,592 at 4% or $1,226,394 at 6%; with 50% employer match about $1,226,394 at 4% or $817,596 at 6%; with 100% employer match about $919,796 at 4% or $613,197 at 6%. |
| 2008 | 1 | 3 | $965,192 | $262,549 | $87,516iApproximate average salary by contribution assumption: employee only about $2,187,908 at 4% or $1,458,606 at 6%; with 50% employer match about $1,458,606 at 4% or $972,404 at 6%; with 100% employer match about $1,093,954 at 4% or $729,303 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $965,192 | $262,549 | $87,516iApproximate average salary by contribution assumption: employee only about $2,187,908 at 4% or $1,458,606 at 6%; with 50% employer match about $1,458,606 at 4% or $972,404 at 6%; with 100% employer match about $1,093,954 at 4% or $729,303 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | - | - | - |
| 2006 | 1 | 3 | $561,999 | $80,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $561,999 | $80,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| 2005 | 1 | 3 | $449,600 | $49,900 | $16,633iApproximate average salary by contribution assumption: employee only about $415,833 at 4% or $277,222 at 6%; with 50% employer match about $277,222 at 4% or $184,815 at 6%; with 100% employer match about $207,917 at 4% or $138,611 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $449,600 | $49,900 | $16,633iApproximate average salary by contribution assumption: employee only about $415,833 at 4% or $277,222 at 6%; with 50% employer match about $277,222 at 4% or $184,815 at 6%; with 100% employer match about $207,917 at 4% or $138,611 at 6%. |
| 2004 | 1 | 3 | $385,351 | $66,566 | $22,189iApproximate average salary by contribution assumption: employee only about $554,717 at 4% or $369,811 at 6%; with 50% employer match about $369,811 at 4% or $246,541 at 6%; with 100% employer match about $277,358 at 4% or $184,906 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $385,351 | $66,566 | $22,189iApproximate average salary by contribution assumption: employee only about $554,717 at 4% or $369,811 at 6%; with 50% employer match about $369,811 at 4% or $246,541 at 6%; with 100% employer match about $277,358 at 4% or $184,906 at 6%. |
| 2003 | 1 | 2 | $318,498 | $145,000 | $72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%. |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | $318,498 | $145,000 | $72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| NGUYEN HUU, M.D., INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | - | - | - |
| Nguyen Huu M.D. Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 1999 | 1 | 3 | $50,211 | $12,012 | $4,004iApproximate average salary by contribution assumption: employee only about $100,100 at 4% or $66,733 at 6%; with 50% employer match about $66,733 at 4% or $44,489 at 6%; with 100% employer match about $50,050 at 4% or $33,367 at 6%. |
| Nguyen Huu M.D. Inc. Profit Sharing Plan | - | 3 | $50,211 | $12,012 | $4,004iApproximate average salary by contribution assumption: employee only about $100,100 at 4% or $66,733 at 6%; with 50% employer match about $66,733 at 4% or $44,489 at 6%; with 100% employer match about $50,050 at 4% or $33,367 at 6%. |