Edward N. Shen, M. D. Inc.
Plan context: Edward N. Shen, M.D. Inc. Profit Sharing Plan (004)
EIN 99-0305021 • Honolulu, HI • 31 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$788,090
2023 Contributions
$2,029
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 4 | $788,090 | $0 | - |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 4 | $788,090 | $0 | - |
| 2022 | 1 | 5 | $649,252 | $2,029 | $406iApproximate average salary by contribution assumption: employee only about $10,145 at 4% or $6,763 at 6%; with 50% employer match about $6,763 at 4% or $4,509 at 6%; with 100% employer match about $5,073 at 4% or $3,382 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $649,252 | $2,029 | $406iApproximate average salary by contribution assumption: employee only about $10,145 at 4% or $6,763 at 6%; with 50% employer match about $6,763 at 4% or $4,509 at 6%; with 100% employer match about $5,073 at 4% or $3,382 at 6%. |
| 2021 | 1 | 5 | $958,439 | $72,000 | $14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $958,439 | $72,000 | $14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%. |
| 2020 | 1 | 5 | $927,034 | $61,183 | $12,237iApproximate average salary by contribution assumption: employee only about $305,915 at 4% or $203,943 at 6%; with 50% employer match about $203,943 at 4% or $135,962 at 6%; with 100% employer match about $152,958 at 4% or $101,972 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $927,034 | $61,183 | $12,237iApproximate average salary by contribution assumption: employee only about $305,915 at 4% or $203,943 at 6%; with 50% employer match about $203,943 at 4% or $135,962 at 6%; with 100% employer match about $152,958 at 4% or $101,972 at 6%. |
| 2019 | 1 | 5 | $663,324 | $70,406 | $14,081iApproximate average salary by contribution assumption: employee only about $352,030 at 4% or $234,687 at 6%; with 50% employer match about $234,687 at 4% or $156,458 at 6%; with 100% employer match about $176,015 at 4% or $117,343 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $663,324 | $70,406 | $14,081iApproximate average salary by contribution assumption: employee only about $352,030 at 4% or $234,687 at 6%; with 50% employer match about $234,687 at 4% or $156,458 at 6%; with 100% employer match about $176,015 at 4% or $117,343 at 6%. |
| 2018 | 1 | 5 | $427,794 | $69,806 | $13,961iApproximate average salary by contribution assumption: employee only about $349,030 at 4% or $232,687 at 6%; with 50% employer match about $232,687 at 4% or $155,124 at 6%; with 100% employer match about $174,515 at 4% or $116,343 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $427,794 | $69,806 | $13,961iApproximate average salary by contribution assumption: employee only about $349,030 at 4% or $232,687 at 6%; with 50% employer match about $232,687 at 4% or $155,124 at 6%; with 100% employer match about $174,515 at 4% or $116,343 at 6%. |
| 2017 | 1 | 6 | $537,798 | $70,512 | $11,752iApproximate average salary by contribution assumption: employee only about $293,800 at 4% or $195,867 at 6%; with 50% employer match about $195,867 at 4% or $130,578 at 6%; with 100% employer match about $146,900 at 4% or $97,933 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 6 | $537,798 | $70,512 | $11,752iApproximate average salary by contribution assumption: employee only about $293,800 at 4% or $195,867 at 6%; with 50% employer match about $195,867 at 4% or $130,578 at 6%; with 100% employer match about $146,900 at 4% or $97,933 at 6%. |
| 2016 | 1 | 5 | $455,472 | $66,960 | $13,392iApproximate average salary by contribution assumption: employee only about $334,800 at 4% or $223,200 at 6%; with 50% employer match about $223,200 at 4% or $148,800 at 6%; with 100% employer match about $167,400 at 4% or $111,600 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $455,472 | $66,960 | $13,392iApproximate average salary by contribution assumption: employee only about $334,800 at 4% or $223,200 at 6%; with 50% employer match about $223,200 at 4% or $148,800 at 6%; with 100% employer match about $167,400 at 4% or $111,600 at 6%. |
| 2015 | 1 | 5 | $515,656 | $65,517 | $13,103iApproximate average salary by contribution assumption: employee only about $327,585 at 4% or $218,390 at 6%; with 50% employer match about $218,390 at 4% or $145,593 at 6%; with 100% employer match about $163,793 at 4% or $109,195 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $515,656 | $65,517 | $13,103iApproximate average salary by contribution assumption: employee only about $327,585 at 4% or $218,390 at 6%; with 50% employer match about $218,390 at 4% or $145,593 at 6%; with 100% employer match about $163,793 at 4% or $109,195 at 6%. |
| 2014 | 1 | 5 | $574,818 | $64,411 | $12,882iApproximate average salary by contribution assumption: employee only about $322,055 at 4% or $214,703 at 6%; with 50% employer match about $214,703 at 4% or $143,136 at 6%; with 100% employer match about $161,028 at 4% or $107,352 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $574,818 | $64,411 | $12,882iApproximate average salary by contribution assumption: employee only about $322,055 at 4% or $214,703 at 6%; with 50% employer match about $214,703 at 4% or $143,136 at 6%; with 100% employer match about $161,028 at 4% or $107,352 at 6%. |
| 2013 | 2 | 5 | $548,553 | $533,888 | $106,778iApproximate average salary by contribution assumption: employee only about $2,669,440 at 4% or $1,779,627 at 6%; with 50% employer match about $1,779,627 at 4% or $1,186,418 at 6%; with 100% employer match about $1,334,720 at 4% or $889,813 at 6%. |
| Edward N. Shen, M.D. Inc. Profit Sharing Plan (004) | - | 5 | $548,553 | $533,888 | $106,778iApproximate average salary by contribution assumption: employee only about $2,669,440 at 4% or $1,779,627 at 6%; with 50% employer match about $1,779,627 at 4% or $1,186,418 at 6%; with 100% employer match about $1,334,720 at 4% or $889,813 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2012 | 1 | 5 | $1,604,034 | $190,675 | $38,135iApproximate average salary by contribution assumption: employee only about $953,375 at 4% or $635,583 at 6%; with 50% employer match about $635,583 at 4% or $423,722 at 6%; with 100% employer match about $476,688 at 4% or $317,792 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,604,034 | $190,675 | $38,135iApproximate average salary by contribution assumption: employee only about $953,375 at 4% or $635,583 at 6%; with 50% employer match about $635,583 at 4% or $423,722 at 6%; with 100% employer match about $476,688 at 4% or $317,792 at 6%. |
| 2011 | 1 | 5 | $1,156,260 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,156,260 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2010 | 1 | 5 | $1,473,742 | $124,532 | $24,906iApproximate average salary by contribution assumption: employee only about $622,660 at 4% or $415,107 at 6%; with 50% employer match about $415,107 at 4% or $276,738 at 6%; with 100% employer match about $311,330 at 4% or $207,553 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,473,742 | $124,532 | $24,906iApproximate average salary by contribution assumption: employee only about $622,660 at 4% or $415,107 at 6%; with 50% employer match about $415,107 at 4% or $276,738 at 6%; with 100% employer match about $311,330 at 4% or $207,553 at 6%. |
| 2009 | 1 | 5 | $1,341,315 | $298,299 | $59,660iApproximate average salary by contribution assumption: employee only about $1,491,495 at 4% or $994,330 at 6%; with 50% employer match about $994,330 at 4% or $662,887 at 6%; with 100% employer match about $745,748 at 4% or $497,165 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,341,315 | $298,299 | $59,660iApproximate average salary by contribution assumption: employee only about $1,491,495 at 4% or $994,330 at 6%; with 50% employer match about $994,330 at 4% or $662,887 at 6%; with 100% employer match about $745,748 at 4% or $497,165 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| 2006 | 1 | 5 | $1,469,685 | $201,498 | $40,300iApproximate average salary by contribution assumption: employee only about $1,007,490 at 4% or $671,660 at 6%; with 50% employer match about $671,660 at 4% or $447,773 at 6%; with 100% employer match about $503,745 at 4% or $335,830 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,469,685 | $201,498 | $40,300iApproximate average salary by contribution assumption: employee only about $1,007,490 at 4% or $671,660 at 6%; with 50% employer match about $671,660 at 4% or $447,773 at 6%; with 100% employer match about $503,745 at 4% or $335,830 at 6%. |
| 2005 | 2 | 4 | $945,503 | $306,320 | $76,580iApproximate average salary by contribution assumption: employee only about $1,914,500 at 4% or $1,276,333 at 6%; with 50% employer match about $1,276,333 at 4% or $850,889 at 6%; with 100% employer match about $957,250 at 4% or $638,167 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $945,503 | $306,320 | $76,580iApproximate average salary by contribution assumption: employee only about $1,914,500 at 4% or $1,276,333 at 6%; with 50% employer match about $1,276,333 at 4% or $850,889 at 6%; with 100% employer match about $957,250 at 4% or $638,167 at 6%. |
| EDWARD N. SHEN, M. D., INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2004 | 2 | 4 | $746,303 | $163,657 | $40,914iApproximate average salary by contribution assumption: employee only about $1,022,856 at 4% or $681,904 at 6%; with 50% employer match about $681,904 at 4% or $454,603 at 6%; with 100% employer match about $511,428 at 4% or $340,952 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $619,422 | $163,657 | $40,914iApproximate average salary by contribution assumption: employee only about $1,022,856 at 4% or $681,904 at 6%; with 50% employer match about $681,904 at 4% or $454,603 at 6%; with 100% employer match about $511,428 at 4% or $340,952 at 6%. |
| EDWARD N. SHEN, M. D., INC. MONEY PURCHASE PENSION PLAN | - | 4 | $126,881 | - | - |
| 2003 | 2 | 4 | $487,035 | $160,877 | $40,219iApproximate average salary by contribution assumption: employee only about $1,005,481 at 4% or $670,321 at 6%; with 50% employer match about $670,321 at 4% or $446,881 at 6%; with 100% employer match about $502,741 at 4% or $335,160 at 6%. |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $372,518 | $160,877 | $40,219iApproximate average salary by contribution assumption: employee only about $1,005,481 at 4% or $670,321 at 6%; with 50% employer match about $670,321 at 4% or $446,881 at 6%; with 100% employer match about $502,741 at 4% or $335,160 at 6%. |
| EDWARD N. SHEN, M. D., INC. MONEY PURCHASE PENSION PLAN | - | 4 | $114,517 | - | - |
| 2002 | 2 | 5 | $92,915 | $0 | - |
| EDWARD N. SHEN, M. D., INC. MONEY PURCHASE PENSION PLAN | - | 4 | $92,915 | - | - |
| EDWARD N. SHEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| 2001 | 1 | 2 | $177,262 | $42,827 | $21,414iApproximate average salary by contribution assumption: employee only about $535,338 at 4% or $356,892 at 6%; with 50% employer match about $356,892 at 4% or $237,928 at 6%; with 100% employer match about $267,669 at 4% or $178,446 at 6%. |
| EDWARD N. SHEN, M. D., INC. MONEY PURCHASE PENSION PLAN | - | 2 | $177,262 | $42,827 | $21,414iApproximate average salary by contribution assumption: employee only about $535,338 at 4% or $356,892 at 6%; with 50% employer match about $356,892 at 4% or $237,928 at 6%; with 100% employer match about $267,669 at 4% or $178,446 at 6%. |
| 2000 | 2 | 2 | $0 | $0 | - |
| EDWARD N. SHEN, M. D., INC. MONEY PURCHASE PENSION PLAN | - | 2 | - | - | - |
| Edward N. Shen, M. D. Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 1999 | 1 | 2 | $1,040,226 | $26,186 | $13,093iApproximate average salary by contribution assumption: employee only about $327,325 at 4% or $218,217 at 6%; with 50% employer match about $218,217 at 4% or $145,478 at 6%; with 100% employer match about $163,663 at 4% or $109,108 at 6%. |
| Edward N. Shen, M. D. Inc. Defined Benefit Pension Plan | - | 2 | $1,040,226 | $26,186 | $13,093iApproximate average salary by contribution assumption: employee only about $327,325 at 4% or $218,217 at 6%; with 50% employer match about $218,217 at 4% or $145,478 at 6%; with 100% employer match about $163,663 at 4% or $109,108 at 6%. |