Civic Intelligence

Chen and Chen, Cpas a Professional

Plan context: Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan

EIN 95-4404838 • Rowland Heights, CA • 28 filings • 4 plans

2508 Fulleron RoadRowland Heights, CA 91748-4450
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$4,199,126

2024 Contributions

$117,721

Historical Graphs

Total Assets Over Time

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

$5,055,253$2,527,627$0199920132024YearValue
$4,199,126Latest year 2024

Participants Over Time

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

740199920122024YearValue
1Latest year 2024

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
202411$4,199,126$117,721$117,721iApproximate average salary by contribution assumption: employee only about $2,943,025 at 4% or $1,962,017 at 6%; with 50% employer match about $1,962,017 at 4% or $1,308,011 at 6%; with 100% employer match about $1,471,513 at 4% or $981,008 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-1$4,199,126$117,721$117,721iApproximate average salary by contribution assumption: employee only about $2,943,025 at 4% or $1,962,017 at 6%; with 50% employer match about $1,962,017 at 4% or $1,308,011 at 6%; with 100% employer match about $1,471,513 at 4% or $981,008 at 6%.
202315$5,055,253$151,715$30,343iApproximate average salary by contribution assumption: employee only about $758,575 at 4% or $505,717 at 6%; with 50% employer match about $505,717 at 4% or $337,144 at 6%; with 100% employer match about $379,288 at 4% or $252,858 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-5$5,055,253$151,715$30,343iApproximate average salary by contribution assumption: employee only about $758,575 at 4% or $505,717 at 6%; with 50% employer match about $505,717 at 4% or $337,144 at 6%; with 100% employer match about $379,288 at 4% or $252,858 at 6%.
202216$4,274,586$152,165$25,361iApproximate average salary by contribution assumption: employee only about $634,021 at 4% or $422,681 at 6%; with 50% employer match about $422,681 at 4% or $281,787 at 6%; with 100% employer match about $317,010 at 4% or $211,340 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-6$4,274,586$152,165$25,361iApproximate average salary by contribution assumption: employee only about $634,021 at 4% or $422,681 at 6%; with 50% employer match about $422,681 at 4% or $281,787 at 6%; with 100% employer match about $317,010 at 4% or $211,340 at 6%.
202115$4,892,491$146,780$29,356iApproximate average salary by contribution assumption: employee only about $733,900 at 4% or $489,267 at 6%; with 50% employer match about $489,267 at 4% or $326,178 at 6%; with 100% employer match about $366,950 at 4% or $244,633 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-5$4,892,491$146,780$29,356iApproximate average salary by contribution assumption: employee only about $733,900 at 4% or $489,267 at 6%; with 50% employer match about $489,267 at 4% or $326,178 at 6%; with 100% employer match about $366,950 at 4% or $244,633 at 6%.
202014$4,262,999$147,488$36,872iApproximate average salary by contribution assumption: employee only about $921,800 at 4% or $614,533 at 6%; with 50% employer match about $614,533 at 4% or $409,689 at 6%; with 100% employer match about $460,900 at 4% or $307,267 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-4$4,262,999$147,488$36,872iApproximate average salary by contribution assumption: employee only about $921,800 at 4% or $614,533 at 6%; with 50% employer match about $614,533 at 4% or $409,689 at 6%; with 100% employer match about $460,900 at 4% or $307,267 at 6%.
201915$3,850,263$128,328$25,666iApproximate average salary by contribution assumption: employee only about $641,640 at 4% or $427,760 at 6%; with 50% employer match about $427,760 at 4% or $285,173 at 6%; with 100% employer match about $320,820 at 4% or $213,880 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-5$3,850,263$128,328$25,666iApproximate average salary by contribution assumption: employee only about $641,640 at 4% or $427,760 at 6%; with 50% employer match about $427,760 at 4% or $285,173 at 6%; with 100% employer match about $320,820 at 4% or $213,880 at 6%.
201815$3,359,971$107,956$21,591iApproximate average salary by contribution assumption: employee only about $539,780 at 4% or $359,853 at 6%; with 50% employer match about $359,853 at 4% or $239,902 at 6%; with 100% employer match about $269,890 at 4% or $179,927 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-5$3,359,971$107,956$21,591iApproximate average salary by contribution assumption: employee only about $539,780 at 4% or $359,853 at 6%; with 50% employer match about $359,853 at 4% or $239,902 at 6%; with 100% employer match about $269,890 at 4% or $179,927 at 6%.
201714$3,282,150$100,070$25,018iApproximate average salary by contribution assumption: employee only about $625,438 at 4% or $416,958 at 6%; with 50% employer match about $416,958 at 4% or $277,972 at 6%; with 100% employer match about $312,719 at 4% or $208,479 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-4$3,282,150$100,070$25,018iApproximate average salary by contribution assumption: employee only about $625,438 at 4% or $416,958 at 6%; with 50% employer match about $416,958 at 4% or $277,972 at 6%; with 100% employer match about $312,719 at 4% or $208,479 at 6%.
201616$2,996,694$72,630$12,105iApproximate average salary by contribution assumption: employee only about $302,625 at 4% or $201,750 at 6%; with 50% employer match about $201,750 at 4% or $134,500 at 6%; with 100% employer match about $151,313 at 4% or $100,875 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-6$2,996,694$72,630$12,105iApproximate average salary by contribution assumption: employee only about $302,625 at 4% or $201,750 at 6%; with 50% employer match about $201,750 at 4% or $134,500 at 6%; with 100% employer match about $151,313 at 4% or $100,875 at 6%.
201517$2,871,449$75,961$10,852iApproximate average salary by contribution assumption: employee only about $271,289 at 4% or $180,860 at 6%; with 50% employer match about $180,860 at 4% or $120,573 at 6%; with 100% employer match about $135,645 at 4% or $90,430 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-7$2,871,449$75,961$10,852iApproximate average salary by contribution assumption: employee only about $271,289 at 4% or $180,860 at 6%; with 50% employer match about $180,860 at 4% or $120,573 at 6%; with 100% employer match about $135,645 at 4% or $90,430 at 6%.
201417$2,827,082$69,395$9,914iApproximate average salary by contribution assumption: employee only about $247,839 at 4% or $165,226 at 6%; with 50% employer match about $165,226 at 4% or $110,151 at 6%; with 100% employer match about $123,920 at 4% or $82,613 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-7$2,827,082$69,395$9,914iApproximate average salary by contribution assumption: employee only about $247,839 at 4% or $165,226 at 6%; with 50% employer match about $165,226 at 4% or $110,151 at 6%; with 100% employer match about $123,920 at 4% or $82,613 at 6%.
201327$2,686,102$2,769,183$395,598iApproximate average salary by contribution assumption: employee only about $9,889,939 at 4% or $6,593,293 at 6%; with 50% employer match about $6,593,293 at 4% or $4,395,529 at 6%; with 100% employer match about $4,944,970 at 4% or $3,296,646 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-7$2,686,102$2,619,183$374,169iApproximate average salary by contribution assumption: employee only about $9,354,225 at 4% or $6,236,150 at 6%; with 50% employer match about $6,236,150 at 4% or $4,157,433 at 6%; with 100% employer match about $4,677,113 at 4% or $3,118,075 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-0$0$150,000-
201227$2,471,847$152,302$21,757iApproximate average salary by contribution assumption: employee only about $543,936 at 4% or $362,624 at 6%; with 50% employer match about $362,624 at 4% or $241,749 at 6%; with 100% employer match about $271,968 at 4% or $181,312 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-4$2,419,545$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Chen and Chen, CPA'S a Prof. Corp. 401(K) Profit Sharing Plan-7$52,302$52,302$7,472iApproximate average salary by contribution assumption: employee only about $186,793 at 4% or $124,529 at 6%; with 50% employer match about $124,529 at 4% or $83,019 at 6%; with 100% employer match about $93,396 at 4% or $62,264 at 6%.
201115$2,269,896$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%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-5$2,269,896$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%.
201013$2,073,785$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-3$2,073,785$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200913$1,712,512$245,000$81,667iApproximate average salary by contribution assumption: employee only about $2,041,667 at 4% or $1,361,111 at 6%; with 50% employer match about $1,361,111 at 4% or $907,407 at 6%; with 100% employer match about $1,020,833 at 4% or $680,556 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-3$1,712,512$245,000$81,667iApproximate average salary by contribution assumption: employee only about $2,041,667 at 4% or $1,361,111 at 6%; with 50% employer match about $1,361,111 at 4% or $907,407 at 6%; with 100% employer match about $1,020,833 at 4% or $680,556 at 6%.
200813$1,490,056$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-3$1,490,056$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
200712$0$0-
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-2---
200613$1,457,326$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-3$1,457,326$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
200514$977,225$280,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-4$977,225$280,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
200413$755,069$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-3$755,069$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
200313$582,955$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-3$582,955$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200214$0$0-
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-4---
200115$0$0-
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-5---
200013$221,892$90,000$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%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-3$221,892$90,000$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%.
199912$315,739$61,882$30,941iApproximate average salary by contribution assumption: employee only about $773,525 at 4% or $515,683 at 6%; with 50% employer match about $515,683 at 4% or $343,789 at 6%; with 100% employer match about $386,763 at 4% or $257,842 at 6%.
Chen and Chen, Cpas A.P.C. Defined Benefit Pension Plan-2$315,739$61,882$30,941iApproximate average salary by contribution assumption: employee only about $773,525 at 4% or $515,683 at 6%; with 50% employer match about $515,683 at 4% or $343,789 at 6%; with 100% employer match about $386,763 at 4% or $257,842 at 6%.