Tony K. Shum, M.D. Inc.
Plan context: TONY K. SHUM, M.D., INC. RETIREMENT PLAN
EIN 95-3895667 • San Gabriel, CA • 25 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$7,750,107
2020 Contributions
$53,590
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 2 | $7,750,107 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,750,107 | $0 | - |
| 2019 | 1 | 2 | $7,435,605 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,435,605 | $0 | - |
| 2018 | 1 | 2 | $7,264,892 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,264,892 | $0 | - |
| 2017 | 1 | 2 | $7,192,519 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,192,519 | $0 | - |
| 2016 | 1 | 2 | $7,062,668 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,062,668 | $0 | - |
| 2015 | 1 | 2 | $7,178,337 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,178,337 | $0 | - |
| 2014 | 1 | 2 | $7,097,244 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,097,244 | $0 | - |
| 2013 | 2 | 2 | $13,727,603 | -$31,564 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,102,703 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN (TERMINATED) | - | 2 | $6,624,900 | -$31,564 | - |
| 2012 | 2 | 2 | $13,812,928 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,156,464 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN (TERMINATED) | - | 2 | $6,656,464 | $0 | - |
| 2011 | 1 | 2 | $7,144,738 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN (TERMINATED) | - | 2 | $7,144,738 | $0 | - |
| 2010 | 1 | 2 | $7,139,008 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $7,139,008 | $0 | - |
| 2009 | 1 | 2 | $6,865,170 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 2 | $6,865,170 | $0 | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 1 | - | - | - |
| 2006 | 1 | 1 | $7,776,559 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 1 | $7,776,559 | - | - |
| 2005 | 1 | 0 | $6,595,313 | $0 | - |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 0 | $6,595,313 | - | - |
| 2004 | 1 | 8 | $4,550,163 | $53,590 | $6,699iApproximate average salary by contribution assumption: employee only about $167,469 at 4% or $111,646 at 6%; with 50% employer match about $111,646 at 4% or $74,431 at 6%; with 100% employer match about $83,734 at 4% or $55,823 at 6%. |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 8 | $4,550,163 | $53,590 | $6,699iApproximate average salary by contribution assumption: employee only about $167,469 at 4% or $111,646 at 6%; with 50% employer match about $111,646 at 4% or $74,431 at 6%; with 100% employer match about $83,734 at 4% or $55,823 at 6%. |
| 2003 | 1 | 8 | $2,630,577 | $51,039 | $6,380iApproximate average salary by contribution assumption: employee only about $159,497 at 4% or $106,331 at 6%; with 50% employer match about $106,331 at 4% or $70,888 at 6%; with 100% employer match about $79,748 at 4% or $53,166 at 6%. |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 8 | $2,630,577 | $51,039 | $6,380iApproximate average salary by contribution assumption: employee only about $159,497 at 4% or $106,331 at 6%; with 50% employer match about $106,331 at 4% or $70,888 at 6%; with 100% employer match about $79,748 at 4% or $53,166 at 6%. |
| 2002 | 2 | 8 | $2,541,065 | $56,955 | $7,119iApproximate average salary by contribution assumption: employee only about $177,984 at 4% or $118,656 at 6%; with 50% employer match about $118,656 at 4% or $79,104 at 6%; with 100% employer match about $88,992 at 4% or $59,328 at 6%. |
| TONY K. SHUM, M.D., INC. RETIREMENT PLAN | - | 8 | $2,541,065 | $56,955 | $7,119iApproximate average salary by contribution assumption: employee only about $177,984 at 4% or $118,656 at 6%; with 50% employer match about $118,656 at 4% or $79,104 at 6%; with 100% employer match about $88,992 at 4% or $59,328 at 6%. |
| Tony K. Shum, M.D. Inc. Target Benefit Plan | - | 0 | - | - | - |
| 2001 | 1 | 7 | $2,581,781 | $43,144 | $6,163iApproximate average salary by contribution assumption: employee only about $154,086 at 4% or $102,724 at 6%; with 50% employer match about $102,724 at 4% or $68,483 at 6%; with 100% employer match about $77,043 at 4% or $51,362 at 6%. |
| Tony K. Shum, M.D. Inc. Target Benefit Plan | - | 7 | $2,581,781 | $43,144 | $6,163iApproximate average salary by contribution assumption: employee only about $154,086 at 4% or $102,724 at 6%; with 50% employer match about $102,724 at 4% or $68,483 at 6%; with 100% employer match about $77,043 at 4% or $51,362 at 6%. |
| 2000 | 1 | 7 | $3,024,547 | $41,208 | $5,887iApproximate average salary by contribution assumption: employee only about $147,171 at 4% or $98,114 at 6%; with 50% employer match about $98,114 at 4% or $65,410 at 6%; with 100% employer match about $73,586 at 4% or $49,057 at 6%. |
| Tony K. Shum, M.D. Inc. Target Benefit Plan | - | 7 | $3,024,547 | $41,208 | $5,887iApproximate average salary by contribution assumption: employee only about $147,171 at 4% or $98,114 at 6%; with 50% employer match about $98,114 at 4% or $65,410 at 6%; with 100% employer match about $73,586 at 4% or $49,057 at 6%. |
| 1999 | 1 | 7 | $7,500,190 | $42,607 | $6,087iApproximate average salary by contribution assumption: employee only about $152,168 at 4% or $101,445 at 6%; with 50% employer match about $101,445 at 4% or $67,630 at 6%; with 100% employer match about $76,084 at 4% or $50,723 at 6%. |
| Tony K. Shum, M.D. Inc. Target Benefit Plan | - | 7 | $7,500,190 | $42,607 | $6,087iApproximate average salary by contribution assumption: employee only about $152,168 at 4% or $101,445 at 6%; with 50% employer match about $101,445 at 4% or $67,630 at 6%; with 100% employer match about $76,084 at 4% or $50,723 at 6%. |