Civic Intelligence

Jen-Kway Shen, M.D. Inc.

Plan context: JEN-KWAY SHEN, M.D., INC. 401 (K) PROFIT SHARING PLAN

EIN 95-4872118 • 19 filings • 3 plans

Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$3,998,381

2019 Contributions

$39,791

Historical Graphs

Total Assets Over Time

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

$3,998,381$1,999,191$0200220112019YearValue
$3,998,381Latest year 2019

Participants Over Time

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

530200220112019YearValue
2Latest year 2019

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
201912$3,998,381$0-
JEN-KWAY SHEN, M.D., INC. 401 (K) PROFIT SHARING PLAN-2$3,998,381--
201812$3,687,540$39,791$19,896iApproximate average salary by contribution assumption: employee only about $497,388 at 4% or $331,592 at 6%; with 50% employer match about $331,592 at 4% or $221,061 at 6%; with 100% employer match about $248,694 at 4% or $165,796 at 6%.
JEN-KWAY SHEN, M.D., INC. 401 (K) PROFIT SHARING PLAN-2$3,687,540$39,791$19,896iApproximate average salary by contribution assumption: employee only about $497,388 at 4% or $331,592 at 6%; with 50% employer match about $331,592 at 4% or $221,061 at 6%; with 100% employer match about $248,694 at 4% or $165,796 at 6%.
201723$3,803,056$92,669$30,890iApproximate average salary by contribution assumption: employee only about $772,242 at 4% or $514,828 at 6%; with 50% employer match about $514,828 at 4% or $343,219 at 6%; with 100% employer match about $386,121 at 4% or $257,414 at 6%.
JEN-KWAY SHEN, M.D., INC. 401 (K) PROFIT SHARING PLAN-3$3,803,056$92,669$30,890iApproximate average salary by contribution assumption: employee only about $772,242 at 4% or $514,828 at 6%; with 50% employer match about $514,828 at 4% or $343,219 at 6%; with 100% employer match about $386,121 at 4% or $257,414 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-0---
201613$3,357,952$0-
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-3$3,357,952--
201513$3,346,240$0-
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-3$3,346,240--
201413$3,361,026$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%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-3$3,361,026$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%.
201315$3,125,517$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-5$3,125,517$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201214$2,477,807$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%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-4$2,477,807$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%.
201114$2,273,268$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%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-4$2,273,268$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%.
201014$2,370,669$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%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-4$2,370,669$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%.
200914$2,036,555$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%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-4$2,036,555$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%.
200813$1,473,116$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-3$1,473,116$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
200713$1,960,225$171,953$57,318iApproximate average salary by contribution assumption: employee only about $1,432,942 at 4% or $955,294 at 6%; with 50% employer match about $955,294 at 4% or $636,863 at 6%; with 100% employer match about $716,471 at 4% or $477,647 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-3$1,960,225$171,953$57,318iApproximate average salary by contribution assumption: employee only about $1,432,942 at 4% or $955,294 at 6%; with 50% employer match about $955,294 at 4% or $636,863 at 6%; with 100% employer match about $716,471 at 4% or $477,647 at 6%.
200613$1,670,383$359,663$119,888iApproximate average salary by contribution assumption: employee only about $2,997,192 at 4% or $1,998,128 at 6%; with 50% employer match about $1,998,128 at 4% or $1,332,085 at 6%; with 100% employer match about $1,498,596 at 4% or $999,064 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-3$1,670,383$359,663$119,888iApproximate average salary by contribution assumption: employee only about $2,997,192 at 4% or $1,998,128 at 6%; with 50% employer match about $1,998,128 at 4% or $1,332,085 at 6%; with 100% employer match about $1,498,596 at 4% or $999,064 at 6%.
200512$1,138,708$171,157$85,579iApproximate average salary by contribution assumption: employee only about $2,139,463 at 4% or $1,426,308 at 6%; with 50% employer match about $1,426,308 at 4% or $950,872 at 6%; with 100% employer match about $1,069,731 at 4% or $713,154 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-2$1,138,708$171,157$85,579iApproximate average salary by contribution assumption: employee only about $2,139,463 at 4% or $1,426,308 at 6%; with 50% employer match about $1,426,308 at 4% or $950,872 at 6%; with 100% employer match about $1,069,731 at 4% or $713,154 at 6%.
200413$915,412$173,096$57,699iApproximate average salary by contribution assumption: employee only about $1,442,467 at 4% or $961,644 at 6%; with 50% employer match about $961,644 at 4% or $641,096 at 6%; with 100% employer match about $721,233 at 4% or $480,822 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-3$915,412$173,096$57,699iApproximate average salary by contribution assumption: employee only about $1,442,467 at 4% or $961,644 at 6%; with 50% employer match about $961,644 at 4% or $641,096 at 6%; with 100% employer match about $721,233 at 4% or $480,822 at 6%.
200312$742,709$157,571$78,786iApproximate average salary by contribution assumption: employee only about $1,969,638 at 4% or $1,313,092 at 6%; with 50% employer match about $1,313,092 at 4% or $875,394 at 6%; with 100% employer match about $984,819 at 4% or $656,546 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-2$742,709$157,571$78,786iApproximate average salary by contribution assumption: employee only about $1,969,638 at 4% or $1,313,092 at 6%; with 50% employer match about $1,313,092 at 4% or $875,394 at 6%; with 100% employer match about $984,819 at 4% or $656,546 at 6%.
200212$486,094$154,520$77,260iApproximate average salary by contribution assumption: employee only about $1,931,500 at 4% or $1,287,667 at 6%; with 50% employer match about $1,287,667 at 4% or $858,444 at 6%; with 100% employer match about $965,750 at 4% or $643,833 at 6%.
Jen-Kway Shen, M.D. Inc. Defined Benefit Pension Plan-2$486,094$154,520$77,260iApproximate average salary by contribution assumption: employee only about $1,931,500 at 4% or $1,287,667 at 6%; with 50% employer match about $1,287,667 at 4% or $858,444 at 6%; with 100% employer match about $965,750 at 4% or $643,833 at 6%.