Civic Intelligence

Frank Wong, Cfp & Associates

Plan context: FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN

EIN 13-3988264 • New York, NY • 18 filings • 4 plans

130 West 42nd St., 16th FloorNew York, NY 10036
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$1,121,940

2013 Contributions

$48,000

Historical Graphs

Total Assets Over Time

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

$1,121,940$560,970$0199920072013YearValue
$1,121,940Latest year 2013

Participants Over Time

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

320199920062013YearValue
3Latest year 2013

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
201313$1,121,940$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$1,121,940$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201213$1,043,200$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$1,043,200$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
201113$930,714$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$930,714$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
201013$862,733$61,406$20,469iApproximate average salary by contribution assumption: employee only about $511,717 at 4% or $341,144 at 6%; with 50% employer match about $341,144 at 4% or $227,430 at 6%; with 100% employer match about $255,858 at 4% or $170,572 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$862,733$61,406$20,469iApproximate average salary by contribution assumption: employee only about $511,717 at 4% or $341,144 at 6%; with 50% employer match about $341,144 at 4% or $227,430 at 6%; with 100% employer match about $255,858 at 4% or $170,572 at 6%.
200913$635,185$61,651$20,550iApproximate average salary by contribution assumption: employee only about $513,758 at 4% or $342,506 at 6%; with 50% employer match about $342,506 at 4% or $228,337 at 6%; with 100% employer match about $256,879 at 4% or $171,253 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$635,185$61,651$20,550iApproximate average salary by contribution assumption: employee only about $513,758 at 4% or $342,506 at 6%; with 50% employer match about $342,506 at 4% or $228,337 at 6%; with 100% employer match about $256,879 at 4% or $171,253 at 6%.
200813$415,162$58,751$19,584iApproximate average salary by contribution assumption: employee only about $489,592 at 4% or $326,394 at 6%; with 50% employer match about $326,394 at 4% or $217,596 at 6%; with 100% employer match about $244,796 at 4% or $163,197 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$415,162$58,751$19,584iApproximate average salary by contribution assumption: employee only about $489,592 at 4% or $326,394 at 6%; with 50% employer match about $326,394 at 4% or $217,596 at 6%; with 100% employer match about $244,796 at 4% or $163,197 at 6%.
200713$738,411$57,218$19,073iApproximate average salary by contribution assumption: employee only about $476,817 at 4% or $317,878 at 6%; with 50% employer match about $317,878 at 4% or $211,919 at 6%; with 100% employer match about $238,408 at 4% or $158,939 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$738,411$57,218$19,073iApproximate average salary by contribution assumption: employee only about $476,817 at 4% or $317,878 at 6%; with 50% employer match about $317,878 at 4% or $211,919 at 6%; with 100% employer match about $238,408 at 4% or $158,939 at 6%.
200613$595,421$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$595,421$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
200513$474,330$53,098$17,699iApproximate average salary by contribution assumption: employee only about $442,483 at 4% or $294,989 at 6%; with 50% employer match about $294,989 at 4% or $196,659 at 6%; with 100% employer match about $221,242 at 4% or $147,494 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$474,330$53,098$17,699iApproximate average salary by contribution assumption: employee only about $442,483 at 4% or $294,989 at 6%; with 50% employer match about $294,989 at 4% or $196,659 at 6%; with 100% employer match about $221,242 at 4% or $147,494 at 6%.
200413$400,057$51,850$17,283iApproximate average salary by contribution assumption: employee only about $432,083 at 4% or $288,056 at 6%; with 50% employer match about $288,056 at 4% or $192,037 at 6%; with 100% employer match about $216,042 at 4% or $144,028 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$400,057$51,850$17,283iApproximate average salary by contribution assumption: employee only about $432,083 at 4% or $288,056 at 6%; with 50% employer match about $288,056 at 4% or $192,037 at 6%; with 100% employer match about $216,042 at 4% or $144,028 at 6%.
200313$297,150$58,150$19,383iApproximate average salary by contribution assumption: employee only about $484,583 at 4% or $323,056 at 6%; with 50% employer match about $323,056 at 4% or $215,370 at 6%; with 100% employer match about $242,292 at 4% or $161,528 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$297,150$58,150$19,383iApproximate average salary by contribution assumption: employee only about $484,583 at 4% or $323,056 at 6%; with 50% employer match about $323,056 at 4% or $215,370 at 6%; with 100% employer match about $242,292 at 4% or $161,528 at 6%.
200223$149,000$91,729$30,576iApproximate average salary by contribution assumption: employee only about $764,408 at 4% or $509,606 at 6%; with 50% employer match about $509,606 at 4% or $339,737 at 6%; with 100% employer match about $382,204 at 4% or $254,803 at 6%.
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN-3$149,000$91,729$30,576iApproximate average salary by contribution assumption: employee only about $764,408 at 4% or $509,606 at 6%; with 50% employer match about $509,606 at 4% or $339,737 at 6%; with 100% employer match about $382,204 at 4% or $254,803 at 6%.
Frank Wong, Cfp & Associates Money-Purchase Plan-0---
200113$0$0-
Frank Wong, Cfp & Associates Money-Purchase Plan-3---
200022$142,453$39,714$19,857iApproximate average salary by contribution assumption: employee only about $496,425 at 4% or $330,950 at 6%; with 50% employer match about $330,950 at 4% or $220,633 at 6%; with 100% employer match about $248,213 at 4% or $165,475 at 6%.
Frank Wong, Cfp & Associates Money-Purchase Plan-2$93,144$31,500$15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%.
Frank Wong, Cfp & Associates Money-Purchase Plan-2$49,309$8,214$4,107iApproximate average salary by contribution assumption: employee only about $102,675 at 4% or $68,450 at 6%; with 50% employer match about $68,450 at 4% or $45,633 at 6%; with 100% employer match about $51,338 at 4% or $34,225 at 6%.
199922$136,247$38,327$19,164iApproximate average salary by contribution assumption: employee only about $479,088 at 4% or $319,392 at 6%; with 50% employer match about $319,392 at 4% or $212,928 at 6%; with 100% employer match about $239,544 at 4% or $159,696 at 6%.
Frank Wong, Cfp & Associates Money-Purchase Plan-2$77,294$31,076$15,538iApproximate average salary by contribution assumption: employee only about $388,450 at 4% or $258,967 at 6%; with 50% employer match about $258,967 at 4% or $172,644 at 6%; with 100% employer match about $194,225 at 4% or $129,483 at 6%.
Frank Wong, Cfp & Associates Money-Purchase Plan-2$58,953$7,251$3,626iApproximate average salary by contribution assumption: employee only about $90,638 at 4% or $60,425 at 6%; with 50% employer match about $60,425 at 4% or $40,283 at 6%; with 100% employer match about $45,319 at 4% or $30,213 at 6%.