Yuan Zan Jessie Shaw
Plan context: Yuan Zan Jessie Shaw Defined Benefit Pension Plan
EIN 95-4386687 • Arcadia, CA • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$5,056,914
2024 Contributions
$67,500
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 | 2 | 1 | $5,056,914 | $0 | - |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $3,458,783 | - | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $1,598,131 | - | - |
| 2023 | 2 | 1 | $4,765,529 | $0 | - |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $3,349,473 | - | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $1,416,056 | - | - |
| 2022 | 2 | 3 | $4,294,360 | $67,500 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 3 | $2,936,894 | - | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $1,357,466 | $67,500 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| 2021 | 2 | 3 | $4,625,208 | $66,614 | $22,205iApproximate average salary by contribution assumption: employee only about $555,117 at 4% or $370,078 at 6%; with 50% employer match about $370,078 at 4% or $246,719 at 6%; with 100% employer match about $277,558 at 4% or $185,039 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 3 | $3,207,854 | - | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $1,417,354 | $66,614 | $66,614iApproximate average salary by contribution assumption: employee only about $1,665,350 at 4% or $1,110,233 at 6%; with 50% employer match about $1,110,233 at 4% or $740,156 at 6%; with 100% employer match about $832,675 at 4% or $555,117 at 6%. |
| 2020 | 2 | 3 | $3,607,452 | $103,625 | $34,542iApproximate average salary by contribution assumption: employee only about $863,542 at 4% or $575,694 at 6%; with 50% employer match about $575,694 at 4% or $383,796 at 6%; with 100% employer match about $431,771 at 4% or $287,847 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 3 | $2,615,086 | - | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 3 | $992,366 | $103,625 | $34,542iApproximate average salary by contribution assumption: employee only about $863,542 at 4% or $575,694 at 6%; with 50% employer match about $575,694 at 4% or $383,796 at 6%; with 100% employer match about $431,771 at 4% or $287,847 at 6%. |
| 2019 | 2 | 4 | $3,512,449 | $130,144 | $32,536iApproximate average salary by contribution assumption: employee only about $813,400 at 4% or $542,267 at 6%; with 50% employer match about $542,267 at 4% or $361,511 at 6%; with 100% employer match about $406,700 at 4% or $271,133 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 4 | $2,677,395 | - | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 3 | $835,054 | $130,144 | $43,381iApproximate average salary by contribution assumption: employee only about $1,084,533 at 4% or $723,022 at 6%; with 50% employer match about $723,022 at 4% or $482,015 at 6%; with 100% employer match about $542,267 at 4% or $361,511 at 6%. |
| 2011 | 2 | 1 | $903,646 | $180,000 | $180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $875,615 | $180,000 | $180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%. |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $28,031 | $0 | - |
| 2010 | 2 | 1 | $743,301 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $715,644 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $27,657 | - | - |
| 2009 | 2 | 1 | $576,430 | $80,800 | $80,800iApproximate average salary by contribution assumption: employee only about $2,020,000 at 4% or $1,346,667 at 6%; with 50% employer match about $1,346,667 at 4% or $897,778 at 6%; with 100% employer match about $1,010,000 at 4% or $673,333 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $552,339 | $80,800 | $80,800iApproximate average salary by contribution assumption: employee only about $2,020,000 at 4% or $1,346,667 at 6%; with 50% employer match about $1,346,667 at 4% or $897,778 at 6%; with 100% employer match about $1,010,000 at 4% or $673,333 at 6%. |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $24,091 | - | - |
| 2008 | 2 | 1 | $0 | $0 | - |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | - | - | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | - | - | - |
| 2007 | 2 | 1 | $0 | $0 | - |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | - | - | - |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | - | - | - |
| 2006 | 2 | 1 | $350,019 | $88,000 | $88,000iApproximate average salary by contribution assumption: employee only about $2,200,000 at 4% or $1,466,667 at 6%; with 50% employer match about $1,466,667 at 4% or $977,778 at 6%; with 100% employer match about $1,100,000 at 4% or $733,333 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $334,144 | $73,000 | $73,000iApproximate average salary by contribution assumption: employee only about $1,825,000 at 4% or $1,216,667 at 6%; with 50% employer match about $1,216,667 at 4% or $811,111 at 6%; with 100% employer match about $912,500 at 4% or $608,333 at 6%. |
| Yuan Zan Jessie Shaw 401(K) Plan | - | 1 | $15,875 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2005 | 1 | 1 | $228,132 | $49,482 | $49,482iApproximate average salary by contribution assumption: employee only about $1,237,050 at 4% or $824,700 at 6%; with 50% employer match about $824,700 at 4% or $549,800 at 6%; with 100% employer match about $618,525 at 4% or $412,350 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $228,132 | $49,482 | $49,482iApproximate average salary by contribution assumption: employee only about $1,237,050 at 4% or $824,700 at 6%; with 50% employer match about $824,700 at 4% or $549,800 at 6%; with 100% employer match about $618,525 at 4% or $412,350 at 6%. |
| 2004 | 1 | 1 | $168,884 | $61,379 | $61,379iApproximate average salary by contribution assumption: employee only about $1,534,475 at 4% or $1,022,983 at 6%; with 50% employer match about $1,022,983 at 4% or $681,989 at 6%; with 100% employer match about $767,238 at 4% or $511,492 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $168,884 | $61,379 | $61,379iApproximate average salary by contribution assumption: employee only about $1,534,475 at 4% or $1,022,983 at 6%; with 50% employer match about $1,022,983 at 4% or $681,989 at 6%; with 100% employer match about $767,238 at 4% or $511,492 at 6%. |
| 2003 | 1 | 1 | $104,697 | $32,572 | $32,572iApproximate average salary by contribution assumption: employee only about $814,300 at 4% or $542,867 at 6%; with 50% employer match about $542,867 at 4% or $361,911 at 6%; with 100% employer match about $407,150 at 4% or $271,433 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $104,697 | $32,572 | $32,572iApproximate average salary by contribution assumption: employee only about $814,300 at 4% or $542,867 at 6%; with 50% employer match about $542,867 at 4% or $361,911 at 6%; with 100% employer match about $407,150 at 4% or $271,433 at 6%. |
| 2002 | 1 | 1 | $72,039 | $40,760 | $40,760iApproximate average salary by contribution assumption: employee only about $1,019,000 at 4% or $679,333 at 6%; with 50% employer match about $679,333 at 4% or $452,889 at 6%; with 100% employer match about $509,500 at 4% or $339,667 at 6%. |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 1 | $72,039 | $40,760 | $40,760iApproximate average salary by contribution assumption: employee only about $1,019,000 at 4% or $679,333 at 6%; with 50% employer match about $679,333 at 4% or $452,889 at 6%; with 100% employer match about $509,500 at 4% or $339,667 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Yuan Zan Jessie Shaw Defined Benefit Pension Plan | - | 2 | - | - | - |