Civic Intelligence

Hsiao Wen Sun, Dds, Ms Inc.

Plan context: Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan

EIN 95-4417869 • Alhambra, CA • 25 filings • 4 plans

Hsiao Wen Sun, Dds, MS, Inc.1224 East Main StreetAlhambra, CA 91801
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$84,839

2023 Contributions

$56,759

Historical Graphs

Total Assets Over Time

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

$419,542$209,771$0200020132023YearValue
$84,839Latest year 2023

Participants Over Time

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

530200020122023YearValue
2Latest year 2023

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
202312$84,839$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-2$84,839--
202211$166,611$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-1$166,611--
202113$252,452$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3$252,452--
202014$243,071$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$243,071--
201914$239,523$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$239,523--
201814$226,856$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$226,856--
201714$227,920$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$227,920--
201614$219,521$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$219,521--
201514$208,931$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$208,931--
201414$214,684$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$214,684--
201314$213,758$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$213,758--
201213$201,760$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3$201,760--
201113$405,492$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3$405,492$0-
201014$419,542$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$419,542$0-
200915$394,658$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-5$394,658--
200814$364,922$56,759$14,190iApproximate average salary by contribution assumption: employee only about $354,744 at 4% or $236,496 at 6%; with 50% employer match about $236,496 at 4% or $157,664 at 6%; with 100% employer match about $177,372 at 4% or $118,248 at 6%.
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-4$364,922$56,759$14,190iApproximate average salary by contribution assumption: employee only about $354,744 at 4% or $236,496 at 6%; with 50% employer match about $236,496 at 4% or $157,664 at 6%; with 100% employer match about $177,372 at 4% or $118,248 at 6%.
200713$0$0-
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3---
200613$258,645$58,535$19,512iApproximate average salary by contribution assumption: employee only about $487,792 at 4% or $325,194 at 6%; with 50% employer match about $325,194 at 4% or $216,796 at 6%; with 100% employer match about $243,896 at 4% or $162,597 at 6%.
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3$258,645$58,535$19,512iApproximate average salary by contribution assumption: employee only about $487,792 at 4% or $325,194 at 6%; with 50% employer match about $325,194 at 4% or $216,796 at 6%; with 100% employer match about $243,896 at 4% or $162,597 at 6%.
200513$189,942$31,867$10,622iApproximate average salary by contribution assumption: employee only about $265,558 at 4% or $177,039 at 6%; with 50% employer match about $177,039 at 4% or $118,026 at 6%; with 100% employer match about $132,779 at 4% or $88,519 at 6%.
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3$189,942$31,867$10,622iApproximate average salary by contribution assumption: employee only about $265,558 at 4% or $177,039 at 6%; with 50% employer match about $177,039 at 4% or $118,026 at 6%; with 100% employer match about $132,779 at 4% or $88,519 at 6%.
200413$146,105$29,404$9,801iApproximate average salary by contribution assumption: employee only about $245,033 at 4% or $163,356 at 6%; with 50% employer match about $163,356 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%.
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3$146,105$29,404$9,801iApproximate average salary by contribution assumption: employee only about $245,033 at 4% or $163,356 at 6%; with 50% employer match about $163,356 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%.
200323$104,760$89,214$29,738iApproximate average salary by contribution assumption: employee only about $743,450 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,817 at 6%.
Hsiao Wen Sun, Dds, Ms Inc. 401(K) Safe Harbor Profit Sharing Plan-3$104,760$89,214$29,738iApproximate average salary by contribution assumption: employee only about $743,450 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,817 at 6%.
HSIAO WEN SUN, DDS, MS, INC. TARGET BENEFIT PENSION PLAN-0---
200211$59,121$23,301$23,301iApproximate average salary by contribution assumption: employee only about $582,525 at 4% or $388,350 at 6%; with 50% employer match about $388,350 at 4% or $258,900 at 6%; with 100% employer match about $291,263 at 4% or $194,175 at 6%.
HSIAO WEN SUN, DDS, MS, INC. TARGET BENEFIT PENSION PLAN-1$59,121$23,301$23,301iApproximate average salary by contribution assumption: employee only about $582,525 at 4% or $388,350 at 6%; with 50% employer match about $388,350 at 4% or $258,900 at 6%; with 100% employer match about $291,263 at 4% or $194,175 at 6%.
200111$0$0-
HSIAO WEN SUN, DDS, MS, INC. TARGET BENEFIT PENSION PLAN-1---
200011$16,407$16,407$16,407iApproximate average salary by contribution assumption: employee only about $410,175 at 4% or $273,450 at 6%; with 50% employer match about $273,450 at 4% or $182,300 at 6%; with 100% employer match about $205,088 at 4% or $136,725 at 6%.
HSIAO WEN SUN, DDS, MS, INC. TARGET BENEFIT PENSION PLAN-1$16,407$16,407$16,407iApproximate average salary by contribution assumption: employee only about $410,175 at 4% or $273,450 at 6%; with 50% employer match about $273,450 at 4% or $182,300 at 6%; with 100% employer match about $205,088 at 4% or $136,725 at 6%.