Civic Intelligence

Kerry H Wu DMD PC

Plan context: Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust

EIN 04-3507924 • Natick, MA • 12 filings • 5 plans

4 Davis Brook DrNatick, MA 01760
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$215,959

2016 Contributions

$13,788

Historical Graphs

Total Assets Over Time

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

$215,959$107,980$0200620122015YearValue
$215,959Latest year 2015

Participants Over Time

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

530200620112015YearValue
2Latest year 2015

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
201610$0$0-
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-0$0--
201512$215,959$13,788$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-2$215,959$13,788$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.
201412$206,773$15,113$7,557iApproximate average salary by contribution assumption: employee only about $188,913 at 4% or $125,942 at 6%; with 50% employer match about $125,942 at 4% or $83,961 at 6%; with 100% employer match about $94,456 at 4% or $62,971 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-2$206,773$15,113$7,557iApproximate average salary by contribution assumption: employee only about $188,913 at 4% or $125,942 at 6%; with 50% employer match about $125,942 at 4% or $83,961 at 6%; with 100% employer match about $94,456 at 4% or $62,971 at 6%.
201312$179,197$11,142$5,571iApproximate average salary by contribution assumption: employee only about $139,275 at 4% or $92,850 at 6%; with 50% employer match about $92,850 at 4% or $61,900 at 6%; with 100% employer match about $69,638 at 4% or $46,425 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-2$179,197$11,142$5,571iApproximate average salary by contribution assumption: employee only about $139,275 at 4% or $92,850 at 6%; with 50% employer match about $92,850 at 4% or $61,900 at 6%; with 100% employer match about $69,638 at 4% or $46,425 at 6%.
201212$129,845$16,045$8,023iApproximate average salary by contribution assumption: employee only about $200,563 at 4% or $133,708 at 6%; with 50% employer match about $133,708 at 4% or $89,139 at 6%; with 100% employer match about $100,281 at 4% or $66,854 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-2$129,845$16,045$8,023iApproximate average salary by contribution assumption: employee only about $200,563 at 4% or $133,708 at 6%; with 50% employer match about $133,708 at 4% or $89,139 at 6%; with 100% employer match about $100,281 at 4% or $66,854 at 6%.
201112$97,045$14,736$7,368iApproximate average salary by contribution assumption: employee only about $184,200 at 4% or $122,800 at 6%; with 50% employer match about $122,800 at 4% or $81,867 at 6%; with 100% employer match about $92,100 at 4% or $61,400 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-2$97,045$14,736$7,368iApproximate average salary by contribution assumption: employee only about $184,200 at 4% or $122,800 at 6%; with 50% employer match about $122,800 at 4% or $81,867 at 6%; with 100% employer match about $92,100 at 4% or $61,400 at 6%.
201012$85,047$15,716$7,858iApproximate average salary by contribution assumption: employee only about $196,450 at 4% or $130,967 at 6%; with 50% employer match about $130,967 at 4% or $87,311 at 6%; with 100% employer match about $98,225 at 4% or $65,483 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-2$85,047$15,716$7,858iApproximate average salary by contribution assumption: employee only about $196,450 at 4% or $130,967 at 6%; with 50% employer match about $130,967 at 4% or $87,311 at 6%; with 100% employer match about $98,225 at 4% or $65,483 at 6%.
200935$112,422$47,916$9,583iApproximate average salary by contribution assumption: employee only about $239,580 at 4% or $159,720 at 6%; with 50% employer match about $159,720 at 4% or $106,480 at 6%; with 100% employer match about $119,790 at 4% or $79,860 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-2$57,085$15,982$7,991iApproximate average salary by contribution assumption: employee only about $199,775 at 4% or $133,183 at 6%; with 50% employer match about $133,183 at 4% or $88,789 at 6%; with 100% employer match about $99,888 at 4% or $66,592 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-5$28,718$15,835$3,167iApproximate average salary by contribution assumption: employee only about $79,175 at 4% or $52,783 at 6%; with 50% employer match about $52,783 at 4% or $35,189 at 6%; with 100% employer match about $39,588 at 4% or $26,392 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-3$26,619$16,099$5,366iApproximate average salary by contribution assumption: employee only about $134,158 at 4% or $89,439 at 6%; with 50% employer match about $89,439 at 4% or $59,626 at 6%; with 100% employer match about $67,079 at 4% or $44,719 at 6%.
200815$0$0-
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-5---
200615$10,322$9,729$1,946iApproximate average salary by contribution assumption: employee only about $48,645 at 4% or $32,430 at 6%; with 50% employer match about $32,430 at 4% or $21,620 at 6%; with 100% employer match about $24,323 at 4% or $16,215 at 6%.
Kerry H Wu DMD PC 401(K) Profit Sharing Plan & Trust-5$10,322$9,729$1,946iApproximate average salary by contribution assumption: employee only about $48,645 at 4% or $32,430 at 6%; with 50% employer match about $32,430 at 4% or $21,620 at 6%; with 100% employer match about $24,323 at 4% or $16,215 at 6%.