Civic Intelligence

K. M. Chen, M.D. & Associates

Plan context: K. M. Chen, M.D. & Associates Money Purchase Plan

EIN 98-0036326 • 20 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$1,294,998

2008 Contributions

$12,600

Historical Graphs

Total Assets Over Time

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

$1,405,717$702,859$0199920042006YearValue
$1,294,998Latest year 2006

Participants Over Time

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

320199920032007YearValue
2Latest year 2007

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
200820$0$0-
K. M. Chen, M.D. & Associates Money Purchase Plan-0---
K. M. Chen, M.D. Profit Sharing Plan-0---
200722$0$0-
K. M. Chen, M.D. Profit Sharing Plan-2---
K. M. Chen, M.D. & Associates Money Purchase Plan-2---
200622$1,294,998$0-
K. M. Chen, M.D. & Associates Money Purchase Plan-2$923,773--
K. M. Chen, M.D. Profit Sharing Plan-2$371,225--
200522$1,300,209$12,600$6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%.
K. M. Chen, M.D. & Associates Money Purchase Plan-2$910,963$3,480$1,740iApproximate average salary by contribution assumption: employee only about $43,500 at 4% or $29,000 at 6%; with 50% employer match about $29,000 at 4% or $19,333 at 6%; with 100% employer match about $21,750 at 4% or $14,500 at 6%.
K. M. Chen, M.D. Profit Sharing Plan-2$389,246$9,120$4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%.
200423$1,220,277$0-
K. M. Chen, M.D. & Associates Money Purchase Plan-3$840,986--
K. M. Chen, M.D. Profit Sharing Plan-3$379,291--
200323$1,211,187$0-
K. M. Chen, M.D. & Associates Money Purchase Plan-3$844,013--
K. M. Chen, M.D. Profit Sharing Plan-3$367,174--
200223$1,001,541$19,010$6,337iApproximate average salary by contribution assumption: employee only about $158,417 at 4% or $105,611 at 6%; with 50% employer match about $105,611 at 4% or $70,407 at 6%; with 100% employer match about $79,208 at 4% or $52,806 at 6%.
K. M. Chen, M.D. & Associates Money Purchase Plan-3$705,124$19,010$6,337iApproximate average salary by contribution assumption: employee only about $158,417 at 4% or $105,611 at 6%; with 50% employer match about $105,611 at 4% or $70,407 at 6%; with 100% employer match about $79,208 at 4% or $52,806 at 6%.
K. M. Chen, M.D. Profit Sharing Plan-3$296,417--
200123$0$0-
K. M. Chen, M.D. Profit Sharing Plan-3---
K. M. Chen, M.D. & Associates Money Purchase Plan-3---
200023$0$0-
K. M. Chen, M.D. & Associates Money Purchase Plan-3---
K. M. Chen, M.D. Profit Sharing Plan-3---
199923$1,405,717$20,285$6,762iApproximate average salary by contribution assumption: employee only about $169,042 at 4% or $112,694 at 6%; with 50% employer match about $112,694 at 4% or $75,130 at 6%; with 100% employer match about $84,521 at 4% or $56,347 at 6%.
K. M. Chen, M.D. & Associates Money Purchase Plan-3$882,962$20,285$6,762iApproximate average salary by contribution assumption: employee only about $169,042 at 4% or $112,694 at 6%; with 50% employer match about $112,694 at 4% or $75,130 at 6%; with 100% employer match about $84,521 at 4% or $56,347 at 6%.
K. M. Chen, M.D. Profit Sharing Plan-3$522,755--