Civic Intelligence

William Tsai, D.O., Inc.

Plan context: William Tsai, D.O. Inc. Defined Benefit Pension Plan

EIN 95-4811179 • Upland, CA • 32 filings • 2 plans

510 N 13th Avenue Suite 101Upland, CA 91786
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$7,085,661

2024 Contributions

$34,293

Historical Graphs

Total Assets Over Time

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

$7,085,661$3,542,831$0200520152024YearValue
$7,085,661Latest year 2024

Participants Over Time

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

950200520152024YearValue
9Latest 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
202429$7,085,661$34,293$3,810iApproximate average salary by contribution assumption: employee only about $95,258 at 4% or $63,506 at 6%; with 50% employer match about $63,506 at 4% or $42,337 at 6%; with 100% employer match about $47,629 at 4% or $31,753 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-3$6,135,880$0-
William Tsai, D.O. Inc. 401K Plan-9$949,781$34,293$3,810iApproximate average salary by contribution assumption: employee only about $95,258 at 4% or $63,506 at 6%; with 50% employer match about $63,506 at 4% or $42,337 at 6%; with 100% employer match about $47,629 at 4% or $31,753 at 6%.
202328$4,372,717$33,886$4,236iApproximate average salary by contribution assumption: employee only about $105,894 at 4% or $70,596 at 6%; with 50% employer match about $70,596 at 4% or $47,064 at 6%; with 100% employer match about $52,947 at 4% or $35,298 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-3$3,692,287$0-
William Tsai, D.O. Inc. 401K Plan-8$680,430$33,886$4,236iApproximate average salary by contribution assumption: employee only about $105,894 at 4% or $70,596 at 6%; with 50% employer match about $70,596 at 4% or $47,064 at 6%; with 100% employer match about $52,947 at 4% or $35,298 at 6%.
202228$2,692,475$31,317$3,915iApproximate average salary by contribution assumption: employee only about $97,866 at 4% or $65,244 at 6%; with 50% employer match about $65,244 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-3$2,136,973$0-
William Tsai, D.O. Inc. 401K Plan-8$555,502$31,317$3,915iApproximate average salary by contribution assumption: employee only about $97,866 at 4% or $65,244 at 6%; with 50% employer match about $65,244 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
202128$3,908,417$31,911$3,989iApproximate average salary by contribution assumption: employee only about $99,722 at 4% or $66,481 at 6%; with 50% employer match about $66,481 at 4% or $44,321 at 6%; with 100% employer match about $49,861 at 4% or $33,241 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-3$3,172,409$0-
William Tsai, D.O. Inc. 401K Plan-8$736,008$31,911$3,989iApproximate average salary by contribution assumption: employee only about $99,722 at 4% or $66,481 at 6%; with 50% employer match about $66,481 at 4% or $44,321 at 6%; with 100% employer match about $49,861 at 4% or $33,241 at 6%.
202027$2,950,073$46,310$6,616iApproximate average salary by contribution assumption: employee only about $165,393 at 4% or $110,262 at 6%; with 50% employer match about $110,262 at 4% or $73,508 at 6%; with 100% employer match about $82,696 at 4% or $55,131 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-3$2,308,384$0-
William Tsai, D.O. Inc. 401K Plan-7$641,689$46,310$6,616iApproximate average salary by contribution assumption: employee only about $165,393 at 4% or $110,262 at 6%; with 50% employer match about $110,262 at 4% or $73,508 at 6%; with 100% employer match about $82,696 at 4% or $55,131 at 6%.
201926$2,099,744$59,595$9,933iApproximate average salary by contribution assumption: employee only about $248,313 at 4% or $165,542 at 6%; with 50% employer match about $165,542 at 4% or $110,361 at 6%; with 100% employer match about $124,156 at 4% or $82,771 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-4$1,606,923$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
William Tsai, D.O. Inc. 401K Plan-6$492,821$29,595$4,933iApproximate average salary by contribution assumption: employee only about $123,313 at 4% or $82,208 at 6%; with 50% employer match about $82,208 at 4% or $54,806 at 6%; with 100% employer match about $61,656 at 4% or $41,104 at 6%.
201825$1,811,558$29,438$5,888iApproximate average salary by contribution assumption: employee only about $147,190 at 4% or $98,127 at 6%; with 50% employer match about $98,127 at 4% or $65,418 at 6%; with 100% employer match about $73,595 at 4% or $49,063 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-4$1,428,870$0-
William Tsai, D.O. Inc. 401K Plan-5$382,688$29,438$5,888iApproximate average salary by contribution assumption: employee only about $147,190 at 4% or $98,127 at 6%; with 50% employer match about $98,127 at 4% or $65,418 at 6%; with 100% employer match about $73,595 at 4% or $49,063 at 6%.
201726$1,958,322$59,998$10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-4$1,558,990$0-
William Tsai, D.O. Inc. 401K Plan-6$399,332$59,998$10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%.
201628$1,687,008$115,838$14,480iApproximate average salary by contribution assumption: employee only about $361,994 at 4% or $241,329 at 6%; with 50% employer match about $241,329 at 4% or $160,886 at 6%; with 100% employer match about $180,997 at 4% or $120,665 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-5$1,374,820$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
William Tsai, D.O. Inc. 401K Plan-8$312,188$65,838$8,230iApproximate average salary by contribution assumption: employee only about $205,744 at 4% or $137,163 at 6%; with 50% employer match about $137,163 at 4% or $91,442 at 6%; with 100% employer match about $102,872 at 4% or $68,581 at 6%.
201527$1,553,750$160,569$22,938iApproximate average salary by contribution assumption: employee only about $573,461 at 4% or $382,307 at 6%; with 50% employer match about $382,307 at 4% or $254,871 at 6%; with 100% employer match about $286,730 at 4% or $191,154 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-5$1,285,166$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
William Tsai, D.O. Inc. 401K Plan-7$268,584$60,569$8,653iApproximate average salary by contribution assumption: employee only about $216,318 at 4% or $144,212 at 6%; with 50% employer match about $144,212 at 4% or $96,141 at 6%; with 100% employer match about $108,159 at 4% or $72,106 at 6%.
201427$1,404,868$141,257$20,180iApproximate average salary by contribution assumption: employee only about $504,489 at 4% or $336,326 at 6%; with 50% employer match about $336,326 at 4% or $224,217 at 6%; with 100% employer match about $252,245 at 4% or $168,163 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-7$1,208,621$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
William Tsai, D.O. Inc. 401K Plan-6$196,247$56,257$9,376iApproximate average salary by contribution assumption: employee only about $234,404 at 4% or $156,269 at 6%; with 50% employer match about $156,269 at 4% or $104,180 at 6%; with 100% employer match about $117,202 at 4% or $78,135 at 6%.
201327$1,183,243$118,872$16,982iApproximate average salary by contribution assumption: employee only about $424,543 at 4% or $283,029 at 6%; with 50% employer match about $283,029 at 4% or $188,686 at 6%; with 100% employer match about $212,271 at 4% or $141,514 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-7$1,061,778$0-
William Tsai, D.O. Inc. 401K Plan-6$121,465$118,872$19,812iApproximate average salary by contribution assumption: employee only about $495,300 at 4% or $330,200 at 6%; with 50% employer match about $330,200 at 4% or $220,133 at 6%; with 100% employer match about $247,650 at 4% or $165,100 at 6%.
201217$866,178$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-7$866,178$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
201116$654,313$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-6$654,313$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201015$567,787$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-5$567,787$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200915$403,189$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-5$403,189$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200814$221,438$79,111$19,778iApproximate average salary by contribution assumption: employee only about $494,444 at 4% or $329,629 at 6%; with 50% employer match about $329,629 at 4% or $219,753 at 6%; with 100% employer match about $247,222 at 4% or $164,815 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-4$221,438$79,111$19,778iApproximate average salary by contribution assumption: employee only about $494,444 at 4% or $329,629 at 6%; with 50% employer match about $329,629 at 4% or $219,753 at 6%; with 100% employer match about $247,222 at 4% or $164,815 at 6%.
200714$178,413$72,187$18,047iApproximate average salary by contribution assumption: employee only about $451,169 at 4% or $300,779 at 6%; with 50% employer match about $300,779 at 4% or $200,519 at 6%; with 100% employer match about $225,584 at 4% or $150,390 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-4$178,413$72,187$18,047iApproximate average salary by contribution assumption: employee only about $451,169 at 4% or $300,779 at 6%; with 50% employer match about $300,779 at 4% or $200,519 at 6%; with 100% employer match about $225,584 at 4% or $150,390 at 6%.
200613$123,952$48,954$16,318iApproximate average salary by contribution assumption: employee only about $407,950 at 4% or $271,967 at 6%; with 50% employer match about $271,967 at 4% or $181,311 at 6%; with 100% employer match about $203,975 at 4% or $135,983 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-3$123,952$48,954$16,318iApproximate average salary by contribution assumption: employee only about $407,950 at 4% or $271,967 at 6%; with 50% employer match about $271,967 at 4% or $181,311 at 6%; with 100% employer match about $203,975 at 4% or $135,983 at 6%.
200513$48,834$48,834$16,278iApproximate average salary by contribution assumption: employee only about $406,950 at 4% or $271,300 at 6%; with 50% employer match about $271,300 at 4% or $180,867 at 6%; with 100% employer match about $203,475 at 4% or $135,650 at 6%.
William Tsai, D.O. Inc. Defined Benefit Pension Plan-3$48,834$48,834$16,278iApproximate average salary by contribution assumption: employee only about $406,950 at 4% or $271,300 at 6%; with 50% employer match about $271,300 at 4% or $180,867 at 6%; with 100% employer match about $203,475 at 4% or $135,650 at 6%.