Jen-Yee Shen, M.D., Ph.D.
Plan context: JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN
EIN 95-4231290 • Hacienda Heights, CA • 26 filings • 5 plans
Current Snapshot
Latest Year
2021
2021 Participants
4
2021 Assets
$5,141,617
2021 Contributions
$10,451
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2020 | 1 | 4 | $5,141,617 | $0 | - |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 4 | $5,141,617 | $0 | - |
| 2019 | 1 | 4 | $4,529,907 | $10,451 | $2,613iApproximate average salary by contribution assumption: employee only about $65,319 at 4% or $43,546 at 6%; with 50% employer match about $43,546 at 4% or $29,031 at 6%; with 100% employer match about $32,659 at 4% or $21,773 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 4 | $4,529,907 | $10,451 | $2,613iApproximate average salary by contribution assumption: employee only about $65,319 at 4% or $43,546 at 6%; with 50% employer match about $43,546 at 4% or $29,031 at 6%; with 100% employer match about $32,659 at 4% or $21,773 at 6%. |
| 2018 | 1 | 4 | $3,865,641 | $64,634 | $16,159iApproximate average salary by contribution assumption: employee only about $403,963 at 4% or $269,308 at 6%; with 50% employer match about $269,308 at 4% or $179,539 at 6%; with 100% employer match about $201,981 at 4% or $134,654 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 4 | $3,865,641 | $64,634 | $16,159iApproximate average salary by contribution assumption: employee only about $403,963 at 4% or $269,308 at 6%; with 50% employer match about $269,308 at 4% or $179,539 at 6%; with 100% employer match about $201,981 at 4% or $134,654 at 6%. |
| 2017 | 1 | 4 | $3,984,958 | $63,374 | $15,844iApproximate average salary by contribution assumption: employee only about $396,088 at 4% or $264,058 at 6%; with 50% employer match about $264,058 at 4% or $176,039 at 6%; with 100% employer match about $198,044 at 4% or $132,029 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 4 | $3,984,958 | $63,374 | $15,844iApproximate average salary by contribution assumption: employee only about $396,088 at 4% or $264,058 at 6%; with 50% employer match about $264,058 at 4% or $176,039 at 6%; with 100% employer match about $198,044 at 4% or $132,029 at 6%. |
| 2016 | 1 | 4 | $3,452,486 | $62,493 | $15,623iApproximate average salary by contribution assumption: employee only about $390,581 at 4% or $260,388 at 6%; with 50% employer match about $260,388 at 4% or $173,592 at 6%; with 100% employer match about $195,291 at 4% or $130,194 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 4 | $3,452,486 | $62,493 | $15,623iApproximate average salary by contribution assumption: employee only about $390,581 at 4% or $260,388 at 6%; with 50% employer match about $260,388 at 4% or $173,592 at 6%; with 100% employer match about $195,291 at 4% or $130,194 at 6%. |
| 2015 | 1 | 4 | $3,298,295 | $62,161 | $15,540iApproximate average salary by contribution assumption: employee only about $388,506 at 4% or $259,004 at 6%; with 50% employer match about $259,004 at 4% or $172,669 at 6%; with 100% employer match about $194,253 at 4% or $129,502 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 4 | $3,298,295 | $62,161 | $15,540iApproximate average salary by contribution assumption: employee only about $388,506 at 4% or $259,004 at 6%; with 50% employer match about $259,004 at 4% or $172,669 at 6%; with 100% employer match about $194,253 at 4% or $129,502 at 6%. |
| 2014 | 1 | 4 | $3,273,157 | $60,902 | $15,226iApproximate average salary by contribution assumption: employee only about $380,638 at 4% or $253,758 at 6%; with 50% employer match about $253,758 at 4% or $169,172 at 6%; with 100% employer match about $190,319 at 4% or $126,879 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 4 | $3,273,157 | $60,902 | $15,226iApproximate average salary by contribution assumption: employee only about $380,638 at 4% or $253,758 at 6%; with 50% employer match about $253,758 at 4% or $169,172 at 6%; with 100% employer match about $190,319 at 4% or $126,879 at 6%. |
| 2013 | 1 | 5 | $2,985,412 | $85,107 | $17,021iApproximate average salary by contribution assumption: employee only about $425,535 at 4% or $283,690 at 6%; with 50% employer match about $283,690 at 4% or $189,127 at 6%; with 100% employer match about $212,768 at 4% or $141,845 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 5 | $2,985,412 | $85,107 | $17,021iApproximate average salary by contribution assumption: employee only about $425,535 at 4% or $283,690 at 6%; with 50% employer match about $283,690 at 4% or $189,127 at 6%; with 100% employer match about $212,768 at 4% or $141,845 at 6%. |
| 2012 | 2 | 5 | $2,408,667 | $77,170 | $15,434iApproximate average salary by contribution assumption: employee only about $385,850 at 4% or $257,233 at 6%; with 50% employer match about $257,233 at 4% or $171,489 at 6%; with 100% employer match about $192,925 at 4% or $128,617 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. 401(K) PROFIT SHARING PLAN | - | 5 | $2,408,667 | $77,170 | $15,434iApproximate average salary by contribution assumption: employee only about $385,850 at 4% or $257,233 at 6%; with 50% employer match about $257,233 at 4% or $171,489 at 6%; with 100% employer match about $192,925 at 4% or $128,617 at 6%. |
| JEN-YEE SHEN, M.D., PH.D DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2011 | 1 | 5 | $2,363,868 | $150,000 | $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%. |
| JEN-YEE SHEN, M.D., PH.D DEFINED BENEFIT PENSION PLAN | - | 5 | $2,363,868 | $150,000 | $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%. |
| 2010 | 1 | 5 | $2,439,060 | $250,000 | $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%. |
| JEN-YEE SHEN, M.D., PH.D DEFINED BENEFIT PENSION PLAN | - | 5 | $2,439,060 | $250,000 | $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%. |
| 2009 | 1 | 4 | $2,036,683 | $300,000 | $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%. |
| JEN-YEE SHEN, M.D., PH.D DEFINED BENEFIT PENSION PLAN | - | 4 | $2,036,683 | $300,000 | $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%. |
| 2008 | 1 | 4 | $1,401,441 | $300,000 | $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%. |
| JEN-YEE SHEN, M.D., PH.D DEFINED BENEFIT PENSION PLAN | - | 4 | $1,401,441 | $300,000 | $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%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| JEN-YEE SHEN, M.D., PH.D DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,342,467 | $232,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,342,467 | $232,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| 2005 | 1 | 3 | $1,018,125 | $227,132 | $75,711iApproximate average salary by contribution assumption: employee only about $1,892,767 at 4% or $1,261,844 at 6%; with 50% employer match about $1,261,844 at 4% or $841,230 at 6%; with 100% employer match about $946,383 at 4% or $630,922 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. DEFINED BENEFIT PENSION PLAN | - | 3 | $1,018,125 | $227,132 | $75,711iApproximate average salary by contribution assumption: employee only about $1,892,767 at 4% or $1,261,844 at 6%; with 50% employer match about $1,261,844 at 4% or $841,230 at 6%; with 100% employer match about $946,383 at 4% or $630,922 at 6%. |
| 2004 | 1 | 4 | $709,163 | $191,419 | $47,855iApproximate average salary by contribution assumption: employee only about $1,196,369 at 4% or $797,579 at 6%; with 50% employer match about $797,579 at 4% or $531,719 at 6%; with 100% employer match about $598,184 at 4% or $398,790 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. DEFINED BENEFIT PENSION PLAN | - | 4 | $709,163 | $191,419 | $47,855iApproximate average salary by contribution assumption: employee only about $1,196,369 at 4% or $797,579 at 6%; with 50% employer match about $797,579 at 4% or $531,719 at 6%; with 100% employer match about $598,184 at 4% or $398,790 at 6%. |
| 2003 | 1 | 3 | $624,971 | $160,734 | $53,578iApproximate average salary by contribution assumption: employee only about $1,339,450 at 4% or $892,967 at 6%; with 50% employer match about $892,967 at 4% or $595,311 at 6%; with 100% employer match about $669,725 at 4% or $446,483 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. DEFINED BENEFIT PENSION PLAN | - | 3 | $624,971 | $160,734 | $53,578iApproximate average salary by contribution assumption: employee only about $1,339,450 at 4% or $892,967 at 6%; with 50% employer match about $892,967 at 4% or $595,311 at 6%; with 100% employer match about $669,725 at 4% or $446,483 at 6%. |
| 2002 | 2 | 3 | $405,729 | $180,212 | $60,071iApproximate average salary by contribution assumption: employee only about $1,501,767 at 4% or $1,001,178 at 6%; with 50% employer match about $1,001,178 at 4% or $667,452 at 6%; with 100% employer match about $750,883 at 4% or $500,589 at 6%. |
| JEN-YEE SHEN, M.D., PH.D. DEFINED BENEFIT PENSION PLAN | - | 3 | $405,729 | $180,212 | $60,071iApproximate average salary by contribution assumption: employee only about $1,501,767 at 4% or $1,001,178 at 6%; with 50% employer match about $1,001,178 at 4% or $667,452 at 6%; with 100% employer match about $750,883 at 4% or $500,589 at 6%. |
| Jen-Yee Shen, M.D., Ph.D. Target Benefit Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Jen-Yee Shen, M.D., Ph.D. Target Benefit Pension Plan | - | 2 | - | - | - |
| JEN-YEE SHEN, M.D., PH.D. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2000 | 1 | 2 | $359,923 | $31,828 | $15,914iApproximate average salary by contribution assumption: employee only about $397,850 at 4% or $265,233 at 6%; with 50% employer match about $265,233 at 4% or $176,822 at 6%; with 100% employer match about $198,925 at 4% or $132,617 at 6%. |
| Jen-Yee Shen, M.D., Ph.D. Target Benefit Pension Plan | - | 2 | $359,923 | $31,828 | $15,914iApproximate average salary by contribution assumption: employee only about $397,850 at 4% or $265,233 at 6%; with 50% employer match about $265,233 at 4% or $176,822 at 6%; with 100% employer match about $198,925 at 4% or $132,617 at 6%. |
| 1999 | 1 | 2 | $705,794 | $31,828 | $15,914iApproximate average salary by contribution assumption: employee only about $397,850 at 4% or $265,233 at 6%; with 50% employer match about $265,233 at 4% or $176,822 at 6%; with 100% employer match about $198,925 at 4% or $132,617 at 6%. |
| Jen-Yee Shen, M.D., Ph.D. Target Benefit Pension Plan | - | 2 | $705,794 | $31,828 | $15,914iApproximate average salary by contribution assumption: employee only about $397,850 at 4% or $265,233 at 6%; with 50% employer match about $265,233 at 4% or $176,822 at 6%; with 100% employer match about $198,925 at 4% or $132,617 at 6%. |