Civic Intelligence

Isaac J. Chen, D.D.S. Inc.

Plan context: Isaac J. Chen, D.D.S. Inc. Retirement Plan

EIN 95-4559357 • Monterey Park, CA • 45 filings • 3 plans

2071 S. Atlantic Blvd., #FMonterey Park, CA 91754
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,860,887

2024 Contributions

$242,491

Historical Graphs

Total Assets Over Time

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

$5,595,132$2,797,566$0199920132024YearValue
$2,860,887Latest year 2024

Participants Over Time

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

36180199920122024YearValue
14Latest 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
2024214$2,860,887$242,491$17,321iApproximate average salary by contribution assumption: employee only about $433,020 at 4% or $288,680 at 6%; with 50% employer match about $288,680 at 4% or $192,453 at 6%; with 100% employer match about $216,510 at 4% or $144,340 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-14$1,558,508$90,491$6,464iApproximate average salary by contribution assumption: employee only about $161,591 at 4% or $107,727 at 6%; with 50% employer match about $107,727 at 4% or $71,818 at 6%; with 100% employer match about $80,796 at 4% or $53,864 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-10$1,302,379$152,000$15,200iApproximate average salary by contribution assumption: employee only about $380,000 at 4% or $253,333 at 6%; with 50% employer match about $253,333 at 4% or $168,889 at 6%; with 100% employer match about $190,000 at 4% or $126,667 at 6%.
2023216$2,866,014$206,774$12,923iApproximate average salary by contribution assumption: employee only about $323,084 at 4% or $215,390 at 6%; with 50% employer match about $215,390 at 4% or $143,593 at 6%; with 100% employer match about $161,542 at 4% or $107,695 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-10$1,497,028$110,500$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-16$1,368,986$96,274$6,017iApproximate average salary by contribution assumption: employee only about $150,428 at 4% or $100,285 at 6%; with 50% employer match about $100,285 at 4% or $66,857 at 6%; with 100% employer match about $75,214 at 4% or $50,143 at 6%.
2022217$3,323,192$352,094$20,711iApproximate average salary by contribution assumption: employee only about $517,785 at 4% or $345,190 at 6%; with 50% employer match about $345,190 at 4% or $230,127 at 6%; with 100% employer match about $258,893 at 4% or $172,595 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-14$1,807,706$260,000$18,571iApproximate average salary by contribution assumption: employee only about $464,286 at 4% or $309,524 at 6%; with 50% employer match about $309,524 at 4% or $206,349 at 6%; with 100% employer match about $232,143 at 4% or $154,762 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-17$1,515,486$92,094$5,417iApproximate average salary by contribution assumption: employee only about $135,432 at 4% or $90,288 at 6%; with 50% employer match about $90,288 at 4% or $60,192 at 6%; with 100% employer match about $67,716 at 4% or $45,144 at 6%.
2021218$4,642,365$302,899$16,828iApproximate average salary by contribution assumption: employee only about $420,693 at 4% or $280,462 at 6%; with 50% employer match about $280,462 at 4% or $186,975 at 6%; with 100% employer match about $210,347 at 4% or $140,231 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-13$2,429,546$220,000$16,923iApproximate average salary by contribution assumption: employee only about $423,077 at 4% or $282,051 at 6%; with 50% employer match about $282,051 at 4% or $188,034 at 6%; with 100% employer match about $211,538 at 4% or $141,026 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-18$2,212,819$82,899$4,606iApproximate average salary by contribution assumption: employee only about $115,138 at 4% or $76,758 at 6%; with 50% employer match about $76,758 at 4% or $51,172 at 6%; with 100% employer match about $57,569 at 4% or $38,379 at 6%.
2020219$5,595,132$387,834$20,412iApproximate average salary by contribution assumption: employee only about $510,308 at 4% or $340,205 at 6%; with 50% employer match about $340,205 at 4% or $226,804 at 6%; with 100% employer match about $255,154 at 4% or $170,103 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-13$2,918,434$307,159$23,628iApproximate average salary by contribution assumption: employee only about $590,690 at 4% or $393,794 at 6%; with 50% employer match about $393,794 at 4% or $262,529 at 6%; with 100% employer match about $295,345 at 4% or $196,897 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-19$2,676,698$80,675$4,246iApproximate average salary by contribution assumption: employee only about $106,151 at 4% or $70,768 at 6%; with 50% employer match about $70,768 at 4% or $47,178 at 6%; with 100% employer match about $53,076 at 4% or $35,384 at 6%.
2019221$2,937,330$250,665$11,936iApproximate average salary by contribution assumption: employee only about $298,411 at 4% or $198,940 at 6%; with 50% employer match about $198,940 at 4% or $132,627 at 6%; with 100% employer match about $149,205 at 4% or $99,470 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-16$1,578,937$168,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-21$1,358,393$82,665$3,936iApproximate average salary by contribution assumption: employee only about $98,411 at 4% or $65,607 at 6%; with 50% employer match about $65,607 at 4% or $43,738 at 6%; with 100% employer match about $49,205 at 4% or $32,804 at 6%.
2018223$2,126,178$285,275$12,403iApproximate average salary by contribution assumption: employee only about $310,082 at 4% or $206,721 at 6%; with 50% employer match about $206,721 at 4% or $137,814 at 6%; with 100% employer match about $155,041 at 4% or $103,361 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-21$1,131,647$200,000$9,524iApproximate average salary by contribution assumption: employee only about $238,095 at 4% or $158,730 at 6%; with 50% employer match about $158,730 at 4% or $105,820 at 6%; with 100% employer match about $119,048 at 4% or $79,365 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-23$994,531$85,275$3,708iApproximate average salary by contribution assumption: employee only about $92,690 at 4% or $61,793 at 6%; with 50% employer match about $61,793 at 4% or $41,196 at 6%; with 100% employer match about $46,345 at 4% or $30,897 at 6%.
2017218$3,069,160$272,110$15,117iApproximate average salary by contribution assumption: employee only about $377,931 at 4% or $251,954 at 6%; with 50% employer match about $251,954 at 4% or $167,969 at 6%; with 100% employer match about $188,965 at 4% or $125,977 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-17$1,696,091$200,000$11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,078 at 6%; with 50% employer match about $196,078 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-18$1,373,069$72,110$4,006iApproximate average salary by contribution assumption: employee only about $100,153 at 4% or $66,769 at 6%; with 50% employer match about $66,769 at 4% or $44,512 at 6%; with 100% employer match about $50,076 at 4% or $33,384 at 6%.
2016225$3,217,145$426,120$17,045iApproximate average salary by contribution assumption: employee only about $426,120 at 4% or $284,080 at 6%; with 50% employer match about $284,080 at 4% or $189,387 at 6%; with 100% employer match about $213,060 at 4% or $142,040 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-25$1,810,611$340,327$13,613iApproximate average salary by contribution assumption: employee only about $340,327 at 4% or $226,885 at 6%; with 50% employer match about $226,885 at 4% or $151,256 at 6%; with 100% employer match about $170,164 at 4% or $113,442 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-23$1,406,534$85,793$3,730iApproximate average salary by contribution assumption: employee only about $93,253 at 4% or $62,169 at 6%; with 50% employer match about $62,169 at 4% or $41,446 at 6%; with 100% employer match about $46,627 at 4% or $31,084 at 6%.
2015227$4,119,489$100,913$3,738iApproximate average salary by contribution assumption: employee only about $93,438 at 4% or $62,292 at 6%; with 50% employer match about $62,292 at 4% or $41,528 at 6%; with 100% employer match about $46,719 at 4% or $31,146 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-26$2,443,302$0-
Isaac J. Chen, D.D.S. Inc. Retirement Plan-27$1,676,187$100,913$3,738iApproximate average salary by contribution assumption: employee only about $93,438 at 4% or $62,292 at 6%; with 50% employer match about $62,292 at 4% or $41,528 at 6%; with 100% employer match about $46,719 at 4% or $31,146 at 6%.
2014236$3,059,487$401,474$11,152iApproximate average salary by contribution assumption: employee only about $278,801 at 4% or $185,868 at 6%; with 50% employer match about $185,868 at 4% or $123,912 at 6%; with 100% employer match about $139,401 at 4% or $92,934 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-36$1,837,506$294,658$8,185iApproximate average salary by contribution assumption: employee only about $204,624 at 4% or $136,416 at 6%; with 50% employer match about $136,416 at 4% or $90,944 at 6%; with 100% employer match about $102,312 at 4% or $68,208 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-30$1,221,981$106,816$3,561iApproximate average salary by contribution assumption: employee only about $89,013 at 4% or $59,342 at 6%; with 50% employer match about $59,342 at 4% or $39,561 at 6%; with 100% employer match about $44,507 at 4% or $29,671 at 6%.
2013236$3,251,758$348,315$9,675iApproximate average salary by contribution assumption: employee only about $241,885 at 4% or $161,257 at 6%; with 50% employer match about $161,257 at 4% or $107,505 at 6%; with 100% employer match about $120,943 at 4% or $80,628 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-36$2,162,533$159,589$4,433iApproximate average salary by contribution assumption: employee only about $110,826 at 4% or $73,884 at 6%; with 50% employer match about $73,884 at 4% or $49,256 at 6%; with 100% employer match about $55,413 at 4% or $36,942 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-29$1,089,225$188,726$6,508iApproximate average salary by contribution assumption: employee only about $162,695 at 4% or $108,463 at 6%; with 50% employer match about $108,463 at 4% or $72,309 at 6%; with 100% employer match about $81,347 at 4% or $54,232 at 6%.
2012232$1,566,179$536,505$16,766iApproximate average salary by contribution assumption: employee only about $419,145 at 4% or $279,430 at 6%; with 50% employer match about $279,430 at 4% or $186,286 at 6%; with 100% employer match about $209,572 at 4% or $139,715 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-32$957,527$406,032$12,689iApproximate average salary by contribution assumption: employee only about $317,213 at 4% or $211,475 at 6%; with 50% employer match about $211,475 at 4% or $140,983 at 6%; with 100% employer match about $158,606 at 4% or $105,738 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-31$608,652$130,473$4,209iApproximate average salary by contribution assumption: employee only about $105,220 at 4% or $70,147 at 6%; with 50% employer match about $70,147 at 4% or $46,765 at 6%; with 100% employer match about $52,610 at 4% or $35,073 at 6%.
2011231$1,013,092$381,652$12,311iApproximate average salary by contribution assumption: employee only about $307,784 at 4% or $205,189 at 6%; with 50% employer match about $205,189 at 4% or $136,793 at 6%; with 100% employer match about $153,892 at 4% or $102,595 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-31$510,004$250,000$8,065iApproximate average salary by contribution assumption: employee only about $201,613 at 4% or $134,409 at 6%; with 50% employer match about $134,409 at 4% or $89,606 at 6%; with 100% employer match about $100,806 at 4% or $67,204 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-26$503,088$131,652$5,064iApproximate average salary by contribution assumption: employee only about $126,588 at 4% or $84,392 at 6%; with 50% employer match about $84,392 at 4% or $56,262 at 6%; with 100% employer match about $63,294 at 4% or $42,196 at 6%.
2010231$1,234,065$397,768$12,831iApproximate average salary by contribution assumption: employee only about $320,781 at 4% or $213,854 at 6%; with 50% employer match about $213,854 at 4% or $142,569 at 6%; with 100% employer match about $160,390 at 4% or $106,927 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-31$642,588$266,495$8,597iApproximate average salary by contribution assumption: employee only about $214,915 at 4% or $143,277 at 6%; with 50% employer match about $143,277 at 4% or $95,518 at 6%; with 100% employer match about $107,458 at 4% or $71,638 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-28$591,477$131,273$4,688iApproximate average salary by contribution assumption: employee only about $117,208 at 4% or $78,139 at 6%; with 50% employer match about $78,139 at 4% or $52,092 at 6%; with 100% employer match about $58,604 at 4% or $39,069 at 6%.
2009225$825,427$352,067$14,083iApproximate average salary by contribution assumption: employee only about $352,067 at 4% or $234,711 at 6%; with 50% employer match about $234,711 at 4% or $156,474 at 6%; with 100% employer match about $176,034 at 4% or $117,356 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-25$426,118$111,444$4,458iApproximate average salary by contribution assumption: employee only about $111,444 at 4% or $74,296 at 6%; with 50% employer match about $74,296 at 4% or $49,531 at 6%; with 100% employer match about $55,722 at 4% or $37,148 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-25$399,309$240,623$9,625iApproximate average salary by contribution assumption: employee only about $240,623 at 4% or $160,415 at 6%; with 50% employer match about $160,415 at 4% or $106,944 at 6%; with 100% employer match about $120,312 at 4% or $80,208 at 6%.
2008218$472,664$74,980$4,166iApproximate average salary by contribution assumption: employee only about $104,139 at 4% or $69,426 at 6%; with 50% employer match about $69,426 at 4% or $46,284 at 6%; with 100% employer match about $52,069 at 4% or $34,713 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-18$472,664$74,980$4,166iApproximate average salary by contribution assumption: employee only about $104,139 at 4% or $69,426 at 6%; with 50% employer match about $69,426 at 4% or $46,284 at 6%; with 100% employer match about $52,069 at 4% or $34,713 at 6%.
ISAAC J. CHEN, D.D.S. INC. PENSION PLAN-18---
2007110$0$0-
Isaac J. Chen, D.D.S. Inc. Retirement Plan-10---
200617$467,943$84,443$12,063iApproximate average salary by contribution assumption: employee only about $301,582 at 4% or $201,055 at 6%; with 50% employer match about $201,055 at 4% or $134,037 at 6%; with 100% employer match about $150,791 at 4% or $100,527 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-7$467,943$84,443$12,063iApproximate average salary by contribution assumption: employee only about $301,582 at 4% or $201,055 at 6%; with 50% employer match about $201,055 at 4% or $134,037 at 6%; with 100% employer match about $150,791 at 4% or $100,527 at 6%.
200518$465,346$67,517$8,440iApproximate average salary by contribution assumption: employee only about $210,991 at 4% or $140,660 at 6%; with 50% employer match about $140,660 at 4% or $93,774 at 6%; with 100% employer match about $105,495 at 4% or $70,330 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-8$465,346$67,517$8,440iApproximate average salary by contribution assumption: employee only about $210,991 at 4% or $140,660 at 6%; with 50% employer match about $140,660 at 4% or $93,774 at 6%; with 100% employer match about $105,495 at 4% or $70,330 at 6%.
200429$701,663$65,830$7,314iApproximate average salary by contribution assumption: employee only about $182,861 at 4% or $121,907 at 6%; with 50% employer match about $121,907 at 4% or $81,272 at 6%; with 100% employer match about $91,431 at 4% or $60,954 at 6%.
Isaac J. Chen, D.D.S. Inc. Retirement Plan-9$701,663$65,830$7,314iApproximate average salary by contribution assumption: employee only about $182,861 at 4% or $121,907 at 6%; with 50% employer match about $121,907 at 4% or $81,272 at 6%; with 100% employer match about $91,431 at 4% or $60,954 at 6%.
Isaac J. Chen, D.D.S. Inc. Target Benefit Plan-0---
200328$543,440$0-
Isaac J. Chen, D.D.S. Inc. Target Benefit Plan-5$543,440--
Isaac J. Chen, D.D.S. Inc. Retirement Plan-8---
200216$383,974$61,188$10,198iApproximate average salary by contribution assumption: employee only about $254,950 at 4% or $169,967 at 6%; with 50% employer match about $169,967 at 4% or $113,311 at 6%; with 100% employer match about $127,475 at 4% or $84,983 at 6%.
Isaac J. Chen, D.D.S. Inc. Target Benefit Plan-6$383,974$61,188$10,198iApproximate average salary by contribution assumption: employee only about $254,950 at 4% or $169,967 at 6%; with 50% employer match about $169,967 at 4% or $113,311 at 6%; with 100% employer match about $127,475 at 4% or $84,983 at 6%.
200117$878,933$53,398$7,628iApproximate average salary by contribution assumption: employee only about $190,707 at 4% or $127,138 at 6%; with 50% employer match about $127,138 at 4% or $84,759 at 6%; with 100% employer match about $95,354 at 4% or $63,569 at 6%.
Isaac J. Chen, D.D.S. Inc. Target Benefit Plan-7$878,933$53,398$7,628iApproximate average salary by contribution assumption: employee only about $190,707 at 4% or $127,138 at 6%; with 50% employer match about $127,138 at 4% or $84,759 at 6%; with 100% employer match about $95,354 at 4% or $63,569 at 6%.
200018$0$0-
Isaac J. Chen, D.D.S. Inc. Target Benefit Plan-8---
199917$2,064,966$43,824$6,261iApproximate average salary by contribution assumption: employee only about $156,514 at 4% or $104,343 at 6%; with 50% employer match about $104,343 at 4% or $69,562 at 6%; with 100% employer match about $78,257 at 4% or $52,171 at 6%.
Isaac J. Chen, D.D.S. Inc. Target Benefit Plan-7$2,064,966$43,824$6,261iApproximate average salary by contribution assumption: employee only about $156,514 at 4% or $104,343 at 6%; with 50% employer match about $104,343 at 4% or $69,562 at 6%; with 100% employer match about $78,257 at 4% or $52,171 at 6%.