Civic Intelligence

Annie Shu & Michael Chu

Plan context: Annie Shu & Michael Chu Defined Benefit Pension Plan

EIN 95-4834435 • Arcadia, CA • 27 filings • 2 plans

1202 El Monte Ave.Arcadia, CA 91007
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,706,187

2024 Contributions

$283,624

Historical Graphs

Total Assets Over Time

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

$5,706,187$2,853,094$0200920172024YearValue
$5,706,187Latest year 2024

Participants Over Time

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

420200920172024YearValue
4Latest 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
202424$5,706,187$283,624$70,906iApproximate average salary by contribution assumption: employee only about $1,772,650 at 4% or $1,181,767 at 6%; with 50% employer match about $1,181,767 at 4% or $787,844 at 6%; with 100% employer match about $886,325 at 4% or $590,883 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-4$3,907,047$0-
ANNIE SHU & MICHAEL CHU 401(K) PLAN-4$1,799,140$283,624$70,906iApproximate average salary by contribution assumption: employee only about $1,772,650 at 4% or $1,181,767 at 6%; with 50% employer match about $1,181,767 at 4% or $787,844 at 6%; with 100% employer match about $886,325 at 4% or $590,883 at 6%.
202324$4,854,505$269,619$67,405iApproximate average salary by contribution assumption: employee only about $1,685,119 at 4% or $1,123,413 at 6%; with 50% employer match about $1,123,413 at 4% or $748,942 at 6%; with 100% employer match about $842,559 at 4% or $561,706 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-4$3,929,874$200,000$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%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-4$924,631$69,619$17,405iApproximate average salary by contribution assumption: employee only about $435,119 at 4% or $290,079 at 6%; with 50% employer match about $290,079 at 4% or $193,386 at 6%; with 100% employer match about $217,559 at 4% or $145,040 at 6%.
202224$4,176,606$233,620$58,405iApproximate average salary by contribution assumption: employee only about $1,460,125 at 4% or $973,417 at 6%; with 50% employer match about $973,417 at 4% or $648,944 at 6%; with 100% employer match about $730,063 at 4% or $486,708 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$3,396,328$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-4$780,278$63,620$15,905iApproximate average salary by contribution assumption: employee only about $397,625 at 4% or $265,083 at 6%; with 50% employer match about $265,083 at 4% or $176,722 at 6%; with 100% employer match about $198,813 at 4% or $132,542 at 6%.
202124$4,337,619$231,276$57,819iApproximate average salary by contribution assumption: employee only about $1,445,475 at 4% or $963,650 at 6%; with 50% employer match about $963,650 at 4% or $642,433 at 6%; with 100% employer match about $722,738 at 4% or $481,825 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$3,595,830$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-4$741,789$61,276$15,319iApproximate average salary by contribution assumption: employee only about $382,975 at 4% or $255,317 at 6%; with 50% employer match about $255,317 at 4% or $170,211 at 6%; with 100% employer match about $191,488 at 4% or $127,658 at 6%.
202023$3,950,379$169,334$56,445iApproximate average salary by contribution assumption: employee only about $1,411,117 at 4% or $940,744 at 6%; with 50% employer match about $940,744 at 4% or $627,163 at 6%; with 100% employer match about $705,558 at 4% or $470,372 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$3,541,706$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-3$408,673$59,334$19,778iApproximate average salary by contribution assumption: employee only about $494,450 at 4% or $329,633 at 6%; with 50% employer match about $329,633 at 4% or $219,756 at 6%; with 100% employer match about $247,225 at 4% or $164,817 at 6%.
201923$3,590,648$196,554$65,518iApproximate average salary by contribution assumption: employee only about $1,637,950 at 4% or $1,091,967 at 6%; with 50% employer match about $1,091,967 at 4% or $727,978 at 6%; with 100% employer match about $818,975 at 4% or $545,983 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$3,244,911$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-3$345,737$56,554$18,851iApproximate average salary by contribution assumption: employee only about $471,283 at 4% or $314,189 at 6%; with 50% employer match about $314,189 at 4% or $209,459 at 6%; with 100% employer match about $235,642 at 4% or $157,094 at 6%.
201823$3,113,626$205,409$68,470iApproximate average salary by contribution assumption: employee only about $1,711,742 at 4% or $1,141,161 at 6%; with 50% employer match about $1,141,161 at 4% or $760,774 at 6%; with 100% employer match about $855,871 at 4% or $570,581 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$2,834,509$150,000$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%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-3$279,117$55,409$18,470iApproximate average salary by contribution assumption: employee only about $461,742 at 4% or $307,828 at 6%; with 50% employer match about $307,828 at 4% or $205,219 at 6%; with 100% employer match about $230,871 at 4% or $153,914 at 6%.
201723$2,978,240$204,502$68,167iApproximate average salary by contribution assumption: employee only about $1,704,183 at 4% or $1,136,122 at 6%; with 50% employer match about $1,136,122 at 4% or $757,415 at 6%; with 100% employer match about $852,092 at 4% or $568,061 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$2,755,737$150,000$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%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-3$222,503$54,502$18,167iApproximate average salary by contribution assumption: employee only about $454,183 at 4% or $302,789 at 6%; with 50% employer match about $302,789 at 4% or $201,859 at 6%; with 100% employer match about $227,092 at 4% or $151,394 at 6%.
201623$2,580,391$204,791$68,264iApproximate average salary by contribution assumption: employee only about $1,706,592 at 4% or $1,137,728 at 6%; with 50% employer match about $1,137,728 at 4% or $758,485 at 6%; with 100% employer match about $853,296 at 4% or $568,864 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$2,416,703$150,000$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%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-3$163,688$54,791$18,264iApproximate average salary by contribution assumption: employee only about $456,592 at 4% or $304,394 at 6%; with 50% employer match about $304,394 at 4% or $202,930 at 6%; with 100% employer match about $228,296 at 4% or $152,197 at 6%.
201523$2,283,311$204,764$68,255iApproximate average salary by contribution assumption: employee only about $1,706,367 at 4% or $1,137,578 at 6%; with 50% employer match about $1,137,578 at 4% or $758,385 at 6%; with 100% employer match about $853,183 at 4% or $568,789 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$2,176,230$150,000$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%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-3$107,081$54,764$18,255iApproximate average salary by contribution assumption: employee only about $456,367 at 4% or $304,244 at 6%; with 50% employer match about $304,244 at 4% or $202,830 at 6%; with 100% employer match about $228,183 at 4% or $152,122 at 6%.
201423$2,105,657$202,872$67,624iApproximate average salary by contribution assumption: employee only about $1,690,600 at 4% or $1,127,067 at 6%; with 50% employer match about $1,127,067 at 4% or $751,378 at 6%; with 100% employer match about $845,300 at 4% or $563,533 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$2,052,785$150,000$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%.
ANNIE SHU & MICHAEL CHU 401(K) PLAN-3$52,872$52,872$17,624iApproximate average salary by contribution assumption: employee only about $440,600 at 4% or $293,733 at 6%; with 50% employer match about $293,733 at 4% or $195,822 at 6%; with 100% employer match about $220,300 at 4% or $146,867 at 6%.
201313$1,824,914$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$1,824,914$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201213$1,553,648$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$1,553,648$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201113$1,288,718$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%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$1,288,718$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%.
201013$1,141,705$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%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$1,141,705$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$878,598$215,000$71,667iApproximate average salary by contribution assumption: employee only about $1,791,667 at 4% or $1,194,444 at 6%; with 50% employer match about $1,194,444 at 4% or $796,296 at 6%; with 100% employer match about $895,833 at 4% or $597,222 at 6%.
Annie Shu & Michael Chu Defined Benefit Pension Plan-3$878,598$215,000$71,667iApproximate average salary by contribution assumption: employee only about $1,791,667 at 4% or $1,194,444 at 6%; with 50% employer match about $1,194,444 at 4% or $796,296 at 6%; with 100% employer match about $895,833 at 4% or $597,222 at 6%.