Civic Intelligence

Kenneth Phun, M.D.

Plan context: Kenneth Phun, M.D. Defined Benefit Plan

EIN 95-4597641 • Rosemead, CA • 27 filings • 1 plans

2418 San Gabriel Blvd.,Rosemead, CA 91770
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$4,700,738

2025 Contributions

$220,000

Historical Graphs

Total Assets Over Time

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

$5,402,964$2,701,482$0199920122024YearValue
$4,700,738Latest year 2024

Participants Over Time

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

530199920122024YearValue
5Latest 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
202510$0$0-
Kenneth Phun, M.D. Defined Benefit Plan-0$0$0-
202415$4,700,738$0-
Kenneth Phun, M.D. Defined Benefit Plan-5$4,700,738$0-
202315$4,497,711$0-
Kenneth Phun, M.D. Defined Benefit Plan-5$4,497,711$0-
202215$4,172,930$0-
Kenneth Phun, M.D. Defined Benefit Plan-5$4,172,930$0-
202115$5,402,964$0-
Kenneth Phun, M.D. Defined Benefit Plan-5$5,402,964$0-
202015$4,939,487$0-
Kenneth Phun, M.D. Defined Benefit Plan-5$4,939,487$0-
201915$4,586,542$0-
Kenneth Phun, M.D. Defined Benefit Plan-5$4,586,542$0-
201815$3,865,647$0-
Kenneth Phun, M.D. Defined Benefit Plan-5$3,865,647$0-
201714$4,311,861$0-
Kenneth Phun, M.D. Defined Benefit Plan-4$4,311,861$0-
201614$3,759,056$0-
Kenneth Phun, M.D. Defined Benefit Plan-4$3,759,056$0-
201514$3,503,608$0-
Kenneth Phun, M.D. Defined Benefit Plan-4$3,503,608$0-
201414$3,561,976$220,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-4$3,561,976$220,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201314$3,252,945$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-4$3,252,945$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201213$2,624,571$230,000$76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-3$2,624,571$230,000$76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%.
201112$2,134,069$230,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$2,134,069$230,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
201013$1,964,913$220,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-3$1,964,913$220,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
200912$1,559,575$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$1,559,575$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
200812$1,039,712$151,853$75,927iApproximate average salary by contribution assumption: employee only about $1,898,163 at 4% or $1,265,442 at 6%; with 50% employer match about $1,265,442 at 4% or $843,628 at 6%; with 100% employer match about $949,081 at 4% or $632,721 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$1,039,712$151,853$75,927iApproximate average salary by contribution assumption: employee only about $1,898,163 at 4% or $1,265,442 at 6%; with 50% employer match about $1,265,442 at 4% or $843,628 at 6%; with 100% employer match about $949,081 at 4% or $632,721 at 6%.
200712$1,356,316$125,688$62,844iApproximate average salary by contribution assumption: employee only about $1,571,100 at 4% or $1,047,400 at 6%; with 50% employer match about $1,047,400 at 4% or $698,267 at 6%; with 100% employer match about $785,550 at 4% or $523,700 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$1,356,316$125,688$62,844iApproximate average salary by contribution assumption: employee only about $1,571,100 at 4% or $1,047,400 at 6%; with 50% employer match about $1,047,400 at 4% or $698,267 at 6%; with 100% employer match about $785,550 at 4% or $523,700 at 6%.
200612$1,169,558$124,043$62,022iApproximate average salary by contribution assumption: employee only about $1,550,538 at 4% or $1,033,692 at 6%; with 50% employer match about $1,033,692 at 4% or $689,128 at 6%; with 100% employer match about $775,269 at 4% or $516,846 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$1,169,558$124,043$62,022iApproximate average salary by contribution assumption: employee only about $1,550,538 at 4% or $1,033,692 at 6%; with 50% employer match about $1,033,692 at 4% or $689,128 at 6%; with 100% employer match about $775,269 at 4% or $516,846 at 6%.
200512$930,918$121,026$60,513iApproximate average salary by contribution assumption: employee only about $1,512,825 at 4% or $1,008,550 at 6%; with 50% employer match about $1,008,550 at 4% or $672,367 at 6%; with 100% employer match about $756,413 at 4% or $504,275 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$930,918$121,026$60,513iApproximate average salary by contribution assumption: employee only about $1,512,825 at 4% or $1,008,550 at 6%; with 50% employer match about $1,008,550 at 4% or $672,367 at 6%; with 100% employer match about $756,413 at 4% or $504,275 at 6%.
200412$746,581$130,568$65,284iApproximate average salary by contribution assumption: employee only about $1,632,100 at 4% or $1,088,067 at 6%; with 50% employer match about $1,088,067 at 4% or $725,378 at 6%; with 100% employer match about $816,050 at 4% or $544,033 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$746,581$130,568$65,284iApproximate average salary by contribution assumption: employee only about $1,632,100 at 4% or $1,088,067 at 6%; with 50% employer match about $1,088,067 at 4% or $725,378 at 6%; with 100% employer match about $816,050 at 4% or $544,033 at 6%.
200312$544,437$100,801$50,401iApproximate average salary by contribution assumption: employee only about $1,260,013 at 4% or $840,008 at 6%; with 50% employer match about $840,008 at 4% or $560,006 at 6%; with 100% employer match about $630,006 at 4% or $420,004 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$544,437$100,801$50,401iApproximate average salary by contribution assumption: employee only about $1,260,013 at 4% or $840,008 at 6%; with 50% employer match about $840,008 at 4% or $560,006 at 6%; with 100% employer match about $630,006 at 4% or $420,004 at 6%.
200212$363,976$100,681$50,341iApproximate average salary by contribution assumption: employee only about $1,258,513 at 4% or $839,008 at 6%; with 50% employer match about $839,008 at 4% or $559,339 at 6%; with 100% employer match about $629,256 at 4% or $419,504 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$363,976$100,681$50,341iApproximate average salary by contribution assumption: employee only about $1,258,513 at 4% or $839,008 at 6%; with 50% employer match about $839,008 at 4% or $559,339 at 6%; with 100% employer match about $629,256 at 4% or $419,504 at 6%.
200112$323,559$66,810$33,405iApproximate average salary by contribution assumption: employee only about $835,125 at 4% or $556,750 at 6%; with 50% employer match about $556,750 at 4% or $371,167 at 6%; with 100% employer match about $417,563 at 4% or $278,375 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$323,559$66,810$33,405iApproximate average salary by contribution assumption: employee only about $835,125 at 4% or $556,750 at 6%; with 50% employer match about $556,750 at 4% or $371,167 at 6%; with 100% employer match about $417,563 at 4% or $278,375 at 6%.
200012$317,878$55,538$27,769iApproximate average salary by contribution assumption: employee only about $694,225 at 4% or $462,817 at 6%; with 50% employer match about $462,817 at 4% or $308,544 at 6%; with 100% employer match about $347,113 at 4% or $231,408 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$317,878$55,538$27,769iApproximate average salary by contribution assumption: employee only about $694,225 at 4% or $462,817 at 6%; with 50% employer match about $462,817 at 4% or $308,544 at 6%; with 100% employer match about $347,113 at 4% or $231,408 at 6%.
199912$309,926$59,336$29,668iApproximate average salary by contribution assumption: employee only about $741,700 at 4% or $494,467 at 6%; with 50% employer match about $494,467 at 4% or $329,644 at 6%; with 100% employer match about $370,850 at 4% or $247,233 at 6%.
Kenneth Phun, M.D. Defined Benefit Plan-2$309,926$59,336$29,668iApproximate average salary by contribution assumption: employee only about $741,700 at 4% or $494,467 at 6%; with 50% employer match about $494,467 at 4% or $329,644 at 6%; with 100% employer match about $370,850 at 4% or $247,233 at 6%.