Civic Intelligence

Jason Chen, C.P.A.

Plan context: JASON CHEN, C.P.A. RETIREMENT PLAN

EIN 95-3799259 • Alhambra, CA • 19 filings • 2 plans

430 S. Garfield Ave., Suite 489Alhambra, CA 91801
Current Snapshot

Latest Year

2014

2014 Participants

13

2014 Assets

$2,177,973

2014 Contributions

$124,895

Historical Graphs

Total Assets Over Time

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

$2,177,973$1,088,987$0199920062013YearValue
$2,177,973Latest year 2013

Participants Over Time

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

1580199920062013YearValue
13Latest year 2013

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
201410$0$0-
JASON CHEN, C.P.A. RETIREMENT PLAN-0$0$0-
2013113$2,177,973$124,895$9,607iApproximate average salary by contribution assumption: employee only about $240,183 at 4% or $160,122 at 6%; with 50% employer match about $160,122 at 4% or $106,748 at 6%; with 100% employer match about $120,091 at 4% or $80,061 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-13$2,177,973$124,895$9,607iApproximate average salary by contribution assumption: employee only about $240,183 at 4% or $160,122 at 6%; with 50% employer match about $160,122 at 4% or $106,748 at 6%; with 100% employer match about $120,091 at 4% or $80,061 at 6%.
2012113$1,770,914$134,581$10,352iApproximate average salary by contribution assumption: employee only about $258,810 at 4% or $172,540 at 6%; with 50% employer match about $172,540 at 4% or $115,026 at 6%; with 100% employer match about $129,405 at 4% or $86,270 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-13$1,770,914$134,581$10,352iApproximate average salary by contribution assumption: employee only about $258,810 at 4% or $172,540 at 6%; with 50% employer match about $172,540 at 4% or $115,026 at 6%; with 100% employer match about $129,405 at 4% or $86,270 at 6%.
2011113$1,524,259$138,706$10,670iApproximate average salary by contribution assumption: employee only about $266,742 at 4% or $177,828 at 6%; with 50% employer match about $177,828 at 4% or $118,552 at 6%; with 100% employer match about $133,371 at 4% or $88,914 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-13$1,524,259$138,706$10,670iApproximate average salary by contribution assumption: employee only about $266,742 at 4% or $177,828 at 6%; with 50% employer match about $177,828 at 4% or $118,552 at 6%; with 100% employer match about $133,371 at 4% or $88,914 at 6%.
2010114$1,417,242$124,582$8,899iApproximate average salary by contribution assumption: employee only about $222,468 at 4% or $148,312 at 6%; with 50% employer match about $148,312 at 4% or $98,875 at 6%; with 100% employer match about $111,234 at 4% or $74,156 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-14$1,417,242$124,582$8,899iApproximate average salary by contribution assumption: employee only about $222,468 at 4% or $148,312 at 6%; with 50% employer match about $148,312 at 4% or $98,875 at 6%; with 100% employer match about $111,234 at 4% or $74,156 at 6%.
2009115$1,246,214$135,675$9,045iApproximate average salary by contribution assumption: employee only about $226,125 at 4% or $150,750 at 6%; with 50% employer match about $150,750 at 4% or $100,500 at 6%; with 100% employer match about $113,063 at 4% or $75,375 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-15$1,246,214$135,675$9,045iApproximate average salary by contribution assumption: employee only about $226,125 at 4% or $150,750 at 6%; with 50% employer match about $150,750 at 4% or $100,500 at 6%; with 100% employer match about $113,063 at 4% or $75,375 at 6%.
200818$1,053,821$119,001$14,875iApproximate average salary by contribution assumption: employee only about $371,878 at 4% or $247,919 at 6%; with 50% employer match about $247,919 at 4% or $165,279 at 6%; with 100% employer match about $185,939 at 4% or $123,959 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-8$1,053,821$119,001$14,875iApproximate average salary by contribution assumption: employee only about $371,878 at 4% or $247,919 at 6%; with 50% employer match about $247,919 at 4% or $165,279 at 6%; with 100% employer match about $185,939 at 4% or $123,959 at 6%.
200718$0$0-
JASON CHEN, C.P.A. RETIREMENT PLAN-8---
2006111$1,027,321$105,559$9,596iApproximate average salary by contribution assumption: employee only about $239,907 at 4% or $159,938 at 6%; with 50% employer match about $159,938 at 4% or $106,625 at 6%; with 100% employer match about $119,953 at 4% or $79,969 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-11$1,027,321$105,559$9,596iApproximate average salary by contribution assumption: employee only about $239,907 at 4% or $159,938 at 6%; with 50% employer match about $159,938 at 4% or $106,625 at 6%; with 100% employer match about $119,953 at 4% or $79,969 at 6%.
2005112$839,280$105,303$8,775iApproximate average salary by contribution assumption: employee only about $219,381 at 4% or $146,254 at 6%; with 50% employer match about $146,254 at 4% or $97,503 at 6%; with 100% employer match about $109,691 at 4% or $73,127 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-12$839,280$105,303$8,775iApproximate average salary by contribution assumption: employee only about $219,381 at 4% or $146,254 at 6%; with 50% employer match about $146,254 at 4% or $97,503 at 6%; with 100% employer match about $109,691 at 4% or $73,127 at 6%.
2004212$697,332$92,703$7,725iApproximate average salary by contribution assumption: employee only about $193,131 at 4% or $128,754 at 6%; with 50% employer match about $128,754 at 4% or $85,836 at 6%; with 100% employer match about $96,566 at 4% or $64,377 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-12$697,332$92,703$7,725iApproximate average salary by contribution assumption: employee only about $193,131 at 4% or $128,754 at 6%; with 50% employer match about $128,754 at 4% or $85,836 at 6%; with 100% employer match about $96,566 at 4% or $64,377 at 6%.
Jason Chen, C.P.A. Target Benefit Plan-0---
2003212$560,748$77,600$6,467iApproximate average salary by contribution assumption: employee only about $161,667 at 4% or $107,778 at 6%; with 50% employer match about $107,778 at 4% or $71,852 at 6%; with 100% employer match about $80,833 at 4% or $53,889 at 6%.
Jason Chen, C.P.A. Target Benefit Plan-12$388,432--
JASON CHEN, C.P.A. RETIREMENT PLAN-11$172,316$77,600$7,055iApproximate average salary by contribution assumption: employee only about $176,364 at 4% or $117,576 at 6%; with 50% employer match about $117,576 at 4% or $78,384 at 6%; with 100% employer match about $88,182 at 4% or $58,788 at 6%.
200229$86,140$86,140$9,571iApproximate average salary by contribution assumption: employee only about $239,278 at 4% or $159,519 at 6%; with 50% employer match about $159,519 at 4% or $106,346 at 6%; with 100% employer match about $119,639 at 4% or $79,759 at 6%.
JASON CHEN, C.P.A. RETIREMENT PLAN-9$86,140$86,140$9,571iApproximate average salary by contribution assumption: employee only about $239,278 at 4% or $159,519 at 6%; with 50% employer match about $159,519 at 4% or $106,346 at 6%; with 100% employer match about $119,639 at 4% or $79,759 at 6%.
Jason Chen, C.P.A. Target Benefit Plan-9---
200119$0$0-
Jason Chen, C.P.A. Target Benefit Plan-9---
2000110$350,059$58,386$5,839iApproximate average salary by contribution assumption: employee only about $145,965 at 4% or $97,310 at 6%; with 50% employer match about $97,310 at 4% or $64,873 at 6%; with 100% employer match about $72,983 at 4% or $48,655 at 6%.
Jason Chen, C.P.A. Target Benefit Plan-10$350,059$58,386$5,839iApproximate average salary by contribution assumption: employee only about $145,965 at 4% or $97,310 at 6%; with 50% employer match about $97,310 at 4% or $64,873 at 6%; with 100% employer match about $72,983 at 4% or $48,655 at 6%.
1999110$317,656$55,798$5,580iApproximate average salary by contribution assumption: employee only about $139,495 at 4% or $92,997 at 6%; with 50% employer match about $92,997 at 4% or $61,998 at 6%; with 100% employer match about $69,748 at 4% or $46,498 at 6%.
Jason Chen, C.P.A. Target Benefit Plan-10$317,656$55,798$5,580iApproximate average salary by contribution assumption: employee only about $139,495 at 4% or $92,997 at 6%; with 50% employer match about $92,997 at 4% or $61,998 at 6%; with 100% employer match about $69,748 at 4% or $46,498 at 6%.