LIM Chang & Associates
Plan context: LIM Chang & Associates Retirement Plan
EIN 95-4251999 • Pasadena, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,297,247
2024 Contributions
$90,801
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 | 1 | 12 | $1,297,247 | $90,801 | $7,567iApproximate average salary by contribution assumption: employee only about $189,169 at 4% or $126,113 at 6%; with 50% employer match about $126,113 at 4% or $84,075 at 6%; with 100% employer match about $94,584 at 4% or $63,056 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 12 | $1,297,247 | $90,801 | $7,567iApproximate average salary by contribution assumption: employee only about $189,169 at 4% or $126,113 at 6%; with 50% employer match about $126,113 at 4% or $84,075 at 6%; with 100% employer match about $94,584 at 4% or $63,056 at 6%. |
| 2023 | 1 | 16 | $1,148,713 | $94,234 | $5,890iApproximate average salary by contribution assumption: employee only about $147,241 at 4% or $98,160 at 6%; with 50% employer match about $98,160 at 4% or $65,440 at 6%; with 100% employer match about $73,620 at 4% or $49,080 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 16 | $1,148,713 | $94,234 | $5,890iApproximate average salary by contribution assumption: employee only about $147,241 at 4% or $98,160 at 6%; with 50% employer match about $98,160 at 4% or $65,440 at 6%; with 100% employer match about $73,620 at 4% or $49,080 at 6%. |
| 2022 | 1 | 15 | $939,775 | $96,332 | $6,422iApproximate average salary by contribution assumption: employee only about $160,553 at 4% or $107,036 at 6%; with 50% employer match about $107,036 at 4% or $71,357 at 6%; with 100% employer match about $80,277 at 4% or $53,518 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 15 | $939,775 | $96,332 | $6,422iApproximate average salary by contribution assumption: employee only about $160,553 at 4% or $107,036 at 6%; with 50% employer match about $107,036 at 4% or $71,357 at 6%; with 100% employer match about $80,277 at 4% or $53,518 at 6%. |
| 2021 | 1 | 16 | $1,081,182 | $94,448 | $5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 16 | $1,081,182 | $94,448 | $5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%. |
| 2020 | 1 | 16 | $871,817 | $89,448 | $5,591iApproximate average salary by contribution assumption: employee only about $139,763 at 4% or $93,175 at 6%; with 50% employer match about $93,175 at 4% or $62,117 at 6%; with 100% employer match about $69,881 at 4% or $46,588 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 16 | $871,817 | $89,448 | $5,591iApproximate average salary by contribution assumption: employee only about $139,763 at 4% or $93,175 at 6%; with 50% employer match about $93,175 at 4% or $62,117 at 6%; with 100% employer match about $69,881 at 4% or $46,588 at 6%. |
| 2019 | 1 | 15 | $662,010 | $72,642 | $4,843iApproximate average salary by contribution assumption: employee only about $121,070 at 4% or $80,713 at 6%; with 50% employer match about $80,713 at 4% or $53,809 at 6%; with 100% employer match about $60,535 at 4% or $40,357 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 15 | $662,010 | $72,642 | $4,843iApproximate average salary by contribution assumption: employee only about $121,070 at 4% or $80,713 at 6%; with 50% employer match about $80,713 at 4% or $53,809 at 6%; with 100% employer match about $60,535 at 4% or $40,357 at 6%. |
| 2018 | 1 | 10 | $500,554 | $21,359 | $2,136iApproximate average salary by contribution assumption: employee only about $53,398 at 4% or $35,598 at 6%; with 50% employer match about $35,598 at 4% or $23,732 at 6%; with 100% employer match about $26,699 at 4% or $17,799 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 10 | $500,554 | $21,359 | $2,136iApproximate average salary by contribution assumption: employee only about $53,398 at 4% or $35,598 at 6%; with 50% employer match about $35,598 at 4% or $23,732 at 6%; with 100% employer match about $26,699 at 4% or $17,799 at 6%. |
| 2017 | 1 | 8 | $493,954 | $31,717 | $3,965iApproximate average salary by contribution assumption: employee only about $99,116 at 4% or $66,077 at 6%; with 50% employer match about $66,077 at 4% or $44,051 at 6%; with 100% employer match about $49,558 at 4% or $33,039 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 8 | $493,954 | $31,717 | $3,965iApproximate average salary by contribution assumption: employee only about $99,116 at 4% or $66,077 at 6%; with 50% employer match about $66,077 at 4% or $44,051 at 6%; with 100% employer match about $49,558 at 4% or $33,039 at 6%. |
| 2016 | 1 | 8 | $412,461 | $16,845 | $2,106iApproximate average salary by contribution assumption: employee only about $52,641 at 4% or $35,094 at 6%; with 50% employer match about $35,094 at 4% or $23,396 at 6%; with 100% employer match about $26,320 at 4% or $17,547 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 8 | $412,461 | $16,845 | $2,106iApproximate average salary by contribution assumption: employee only about $52,641 at 4% or $35,094 at 6%; with 50% employer match about $35,094 at 4% or $23,396 at 6%; with 100% employer match about $26,320 at 4% or $17,547 at 6%. |
| 2015 | 1 | 6 | $383,382 | $7,662 | $1,277iApproximate average salary by contribution assumption: employee only about $31,925 at 4% or $21,283 at 6%; with 50% employer match about $21,283 at 4% or $14,189 at 6%; with 100% employer match about $15,963 at 4% or $10,642 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 6 | $383,382 | $7,662 | $1,277iApproximate average salary by contribution assumption: employee only about $31,925 at 4% or $21,283 at 6%; with 50% employer match about $21,283 at 4% or $14,189 at 6%; with 100% employer match about $15,963 at 4% or $10,642 at 6%. |
| 2014 | 1 | 6 | $518,670 | $5,939 | $990iApproximate average salary by contribution assumption: employee only about $24,746 at 4% or $16,497 at 6%; with 50% employer match about $16,497 at 4% or $10,998 at 6%; with 100% employer match about $12,373 at 4% or $8,249 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 6 | $518,670 | $5,939 | $990iApproximate average salary by contribution assumption: employee only about $24,746 at 4% or $16,497 at 6%; with 50% employer match about $16,497 at 4% or $10,998 at 6%; with 100% employer match about $12,373 at 4% or $8,249 at 6%. |
| 2013 | 1 | 7 | $504,769 | $5,933 | $848iApproximate average salary by contribution assumption: employee only about $21,189 at 4% or $14,126 at 6%; with 50% employer match about $14,126 at 4% or $9,417 at 6%; with 100% employer match about $10,595 at 4% or $7,063 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 7 | $504,769 | $5,933 | $848iApproximate average salary by contribution assumption: employee only about $21,189 at 4% or $14,126 at 6%; with 50% employer match about $14,126 at 4% or $9,417 at 6%; with 100% employer match about $10,595 at 4% or $7,063 at 6%. |
| 2012 | 1 | 7 | $408,704 | $4,775 | $682iApproximate average salary by contribution assumption: employee only about $17,054 at 4% or $11,369 at 6%; with 50% employer match about $11,369 at 4% or $7,579 at 6%; with 100% employer match about $8,527 at 4% or $5,685 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 7 | $408,704 | $4,775 | $682iApproximate average salary by contribution assumption: employee only about $17,054 at 4% or $11,369 at 6%; with 50% employer match about $11,369 at 4% or $7,579 at 6%; with 100% employer match about $8,527 at 4% or $5,685 at 6%. |
| 2011 | 1 | 9 | $371,822 | $6,874 | $764iApproximate average salary by contribution assumption: employee only about $19,094 at 4% or $12,730 at 6%; with 50% employer match about $12,730 at 4% or $8,486 at 6%; with 100% employer match about $9,547 at 4% or $6,365 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 9 | $371,822 | $6,874 | $764iApproximate average salary by contribution assumption: employee only about $19,094 at 4% or $12,730 at 6%; with 50% employer match about $12,730 at 4% or $8,486 at 6%; with 100% employer match about $9,547 at 4% or $6,365 at 6%. |
| 2010 | 1 | 12 | $458,975 | $8,691 | $724iApproximate average salary by contribution assumption: employee only about $18,106 at 4% or $12,071 at 6%; with 50% employer match about $12,071 at 4% or $8,047 at 6%; with 100% employer match about $9,053 at 4% or $6,035 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 12 | $458,975 | $8,691 | $724iApproximate average salary by contribution assumption: employee only about $18,106 at 4% or $12,071 at 6%; with 50% employer match about $12,071 at 4% or $8,047 at 6%; with 100% employer match about $9,053 at 4% or $6,035 at 6%. |
| 2009 | 1 | 14 | $419,219 | $12,833 | $917iApproximate average salary by contribution assumption: employee only about $22,916 at 4% or $15,277 at 6%; with 50% employer match about $15,277 at 4% or $10,185 at 6%; with 100% employer match about $11,458 at 4% or $7,639 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 14 | $419,219 | $12,833 | $917iApproximate average salary by contribution assumption: employee only about $22,916 at 4% or $15,277 at 6%; with 50% employer match about $15,277 at 4% or $10,185 at 6%; with 100% employer match about $11,458 at 4% or $7,639 at 6%. |
| 2008 | 1 | 16 | $398,849 | $36,489 | $2,281iApproximate average salary by contribution assumption: employee only about $57,014 at 4% or $38,009 at 6%; with 50% employer match about $38,009 at 4% or $25,340 at 6%; with 100% employer match about $28,507 at 4% or $19,005 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 16 | $398,849 | $36,489 | $2,281iApproximate average salary by contribution assumption: employee only about $57,014 at 4% or $38,009 at 6%; with 50% employer match about $38,009 at 4% or $25,340 at 6%; with 100% employer match about $28,507 at 4% or $19,005 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| LIM Chang & Associates Retirement Plan | - | 15 | - | - | - |
| 2006 | 1 | 15 | $494,649 | $100,204 | $6,680iApproximate average salary by contribution assumption: employee only about $167,007 at 4% or $111,338 at 6%; with 50% employer match about $111,338 at 4% or $74,225 at 6%; with 100% employer match about $83,503 at 4% or $55,669 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 15 | $494,649 | $100,204 | $6,680iApproximate average salary by contribution assumption: employee only about $167,007 at 4% or $111,338 at 6%; with 50% employer match about $111,338 at 4% or $74,225 at 6%; with 100% employer match about $83,503 at 4% or $55,669 at 6%. |
| 2005 | 1 | 14 | $359,218 | $79,646 | $5,689iApproximate average salary by contribution assumption: employee only about $142,225 at 4% or $94,817 at 6%; with 50% employer match about $94,817 at 4% or $63,211 at 6%; with 100% employer match about $71,113 at 4% or $47,408 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 14 | $359,218 | $79,646 | $5,689iApproximate average salary by contribution assumption: employee only about $142,225 at 4% or $94,817 at 6%; with 50% employer match about $94,817 at 4% or $63,211 at 6%; with 100% employer match about $71,113 at 4% or $47,408 at 6%. |
| 2004 | 1 | 13 | $292,661 | $81,831 | $6,295iApproximate average salary by contribution assumption: employee only about $157,367 at 4% or $104,912 at 6%; with 50% employer match about $104,912 at 4% or $69,941 at 6%; with 100% employer match about $78,684 at 4% or $52,456 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 13 | $292,661 | $81,831 | $6,295iApproximate average salary by contribution assumption: employee only about $157,367 at 4% or $104,912 at 6%; with 50% employer match about $104,912 at 4% or $69,941 at 6%; with 100% employer match about $78,684 at 4% or $52,456 at 6%. |
| 2003 | 1 | 13 | $238,319 | $81,202 | $6,246iApproximate average salary by contribution assumption: employee only about $156,158 at 4% or $104,105 at 6%; with 50% employer match about $104,105 at 4% or $69,403 at 6%; with 100% employer match about $78,079 at 4% or $52,053 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 13 | $238,319 | $81,202 | $6,246iApproximate average salary by contribution assumption: employee only about $156,158 at 4% or $104,105 at 6%; with 50% employer match about $104,105 at 4% or $69,403 at 6%; with 100% employer match about $78,079 at 4% or $52,053 at 6%. |
| 2002 | 1 | 11 | $130,278 | $67,801 | $6,164iApproximate average salary by contribution assumption: employee only about $154,093 at 4% or $102,729 at 6%; with 50% employer match about $102,729 at 4% or $68,486 at 6%; with 100% employer match about $77,047 at 4% or $51,364 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 11 | $130,278 | $67,801 | $6,164iApproximate average salary by contribution assumption: employee only about $154,093 at 4% or $102,729 at 6%; with 50% employer match about $102,729 at 4% or $68,486 at 6%; with 100% employer match about $77,047 at 4% or $51,364 at 6%. |
| 2001 | 1 | 6 | $100,756 | $53,956 | $8,993iApproximate average salary by contribution assumption: employee only about $224,817 at 4% or $149,878 at 6%; with 50% employer match about $149,878 at 4% or $99,919 at 6%; with 100% employer match about $112,408 at 4% or $74,939 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 6 | $100,756 | $53,956 | $8,993iApproximate average salary by contribution assumption: employee only about $224,817 at 4% or $149,878 at 6%; with 50% employer match about $149,878 at 4% or $99,919 at 6%; with 100% employer match about $112,408 at 4% or $74,939 at 6%. |
| 2000 | 1 | 6 | $63,241 | $49,304 | $8,217iApproximate average salary by contribution assumption: employee only about $205,433 at 4% or $136,956 at 6%; with 50% employer match about $136,956 at 4% or $91,304 at 6%; with 100% employer match about $102,717 at 4% or $68,478 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 6 | $63,241 | $49,304 | $8,217iApproximate average salary by contribution assumption: employee only about $205,433 at 4% or $136,956 at 6%; with 50% employer match about $136,956 at 4% or $91,304 at 6%; with 100% employer match about $102,717 at 4% or $68,478 at 6%. |
| 1999 | 1 | 9 | $21,686 | $19,682 | $2,187iApproximate average salary by contribution assumption: employee only about $54,672 at 4% or $36,448 at 6%; with 50% employer match about $36,448 at 4% or $24,299 at 6%; with 100% employer match about $27,336 at 4% or $18,224 at 6%. |
| LIM Chang & Associates Retirement Plan | - | 9 | $21,686 | $19,682 | $2,187iApproximate average salary by contribution assumption: employee only about $54,672 at 4% or $36,448 at 6%; with 50% employer match about $36,448 at 4% or $24,299 at 6%; with 100% employer match about $27,336 at 4% or $18,224 at 6%. |