Civic Intelligence

Daniel C. Chu, a Sole Proprietorship

Plan context: Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan

EIN 95-4195139 • San Gabriel, CA • 13 filings • 2 plans

213 Sycamore Dr.San Gabriel, CA 91775
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$1,150,116

2011 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,167,398$583,699$0199920062011YearValue
$1,150,116Latest year 2011

Participants Over Time

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

210199920052011YearValue
1Latest year 2011

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
201111$1,150,116$0-
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$1,150,116$0-
201011$1,167,398$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$1,167,398$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200911$1,040,339$40,000$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%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$1,040,339$40,000$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%.
200811$870,448$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$870,448$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200711$0$0-
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1---
200611$845,990$133,325$133,325iApproximate average salary by contribution assumption: employee only about $3,333,125 at 4% or $2,222,083 at 6%; with 50% employer match about $2,222,083 at 4% or $1,481,389 at 6%; with 100% employer match about $1,666,563 at 4% or $1,111,042 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$845,990$133,325$133,325iApproximate average salary by contribution assumption: employee only about $3,333,125 at 4% or $2,222,083 at 6%; with 50% employer match about $2,222,083 at 4% or $1,481,389 at 6%; with 100% employer match about $1,666,563 at 4% or $1,111,042 at 6%.
200511$683,116$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$683,116$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200411$572,031$40,268$40,268iApproximate average salary by contribution assumption: employee only about $1,006,700 at 4% or $671,133 at 6%; with 50% employer match about $671,133 at 4% or $447,422 at 6%; with 100% employer match about $503,350 at 4% or $335,567 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$572,031$40,268$40,268iApproximate average salary by contribution assumption: employee only about $1,006,700 at 4% or $671,133 at 6%; with 50% employer match about $671,133 at 4% or $447,422 at 6%; with 100% employer match about $503,350 at 4% or $335,567 at 6%.
200312$524,548$9,688$4,844iApproximate average salary by contribution assumption: employee only about $121,100 at 4% or $80,733 at 6%; with 50% employer match about $80,733 at 4% or $53,822 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-2$524,548$9,688$4,844iApproximate average salary by contribution assumption: employee only about $121,100 at 4% or $80,733 at 6%; with 50% employer match about $80,733 at 4% or $53,822 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%.
200212$0$0-
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-2---
200111$0$0-
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1---
200011$470,973$46,244$46,244iApproximate average salary by contribution assumption: employee only about $1,156,100 at 4% or $770,733 at 6%; with 50% employer match about $770,733 at 4% or $513,822 at 6%; with 100% employer match about $578,050 at 4% or $385,367 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$470,973$46,244$46,244iApproximate average salary by contribution assumption: employee only about $1,156,100 at 4% or $770,733 at 6%; with 50% employer match about $770,733 at 4% or $513,822 at 6%; with 100% employer match about $578,050 at 4% or $385,367 at 6%.
199911$475,043$22,860$22,860iApproximate average salary by contribution assumption: employee only about $571,500 at 4% or $381,000 at 6%; with 50% employer match about $381,000 at 4% or $254,000 at 6%; with 100% employer match about $285,750 at 4% or $190,500 at 6%.
Daniel C. Chu, a Sole Prop. Defined Benefit Pension Plan-1$475,043$22,860$22,860iApproximate average salary by contribution assumption: employee only about $571,500 at 4% or $381,000 at 6%; with 50% employer match about $381,000 at 4% or $254,000 at 6%; with 100% employer match about $285,750 at 4% or $190,500 at 6%.