Benjamin W. Wong & Associates
Plan context: Profit Sharing Plan of Benjamin W. Wong
EIN 20-2183084 • Pleasanton, CA • 32 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$15,054,833
2024 Contributions
$282,500
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 4 | $15,054,833 | $282,500 | $70,625iApproximate average salary by contribution assumption: employee only about $1,765,625 at 4% or $1,177,083 at 6%; with 50% employer match about $1,177,083 at 4% or $784,722 at 6%; with 100% employer match about $882,813 at 4% or $588,542 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 4 | $11,111,399 | $182,500 | $45,625iApproximate average salary by contribution assumption: employee only about $1,140,625 at 4% or $760,417 at 6%; with 50% employer match about $760,417 at 4% or $506,944 at 6%; with 100% employer match about $570,313 at 4% or $380,208 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 4 | $3,943,434 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2023 | 2 | 4 | $13,273,139 | $113,687 | $28,422iApproximate average salary by contribution assumption: employee only about $710,544 at 4% or $473,696 at 6%; with 50% employer match about $473,696 at 4% or $315,797 at 6%; with 100% employer match about $355,272 at 4% or $236,848 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 4 | $9,772,137 | $113,087 | $28,272iApproximate average salary by contribution assumption: employee only about $706,794 at 4% or $471,196 at 6%; with 50% employer match about $471,196 at 4% or $314,131 at 6%; with 100% employer match about $353,397 at 4% or $235,598 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 4 | $3,501,002 | $600 | $150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%. |
| 2022 | 2 | 3 | $13,637,437 | $3,257,874 | $1,085,958iApproximate average salary by contribution assumption: employee only about $27,148,950 at 4% or $18,099,300 at 6%; with 50% employer match about $18,099,300 at 4% or $12,066,200 at 6%; with 100% employer match about $13,574,475 at 4% or $9,049,650 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 3 | $10,303,801 | $3,084,122 | $1,028,041iApproximate average salary by contribution assumption: employee only about $25,701,017 at 4% or $17,134,011 at 6%; with 50% employer match about $17,134,011 at 4% or $11,422,674 at 6%; with 100% employer match about $12,850,508 at 4% or $8,567,006 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 3 | $3,333,636 | $173,752 | $57,917iApproximate average salary by contribution assumption: employee only about $1,447,933 at 4% or $965,289 at 6%; with 50% employer match about $965,289 at 4% or $643,526 at 6%; with 100% employer match about $723,967 at 4% or $482,644 at 6%. |
| 2021 | 2 | 3 | $12,828,382 | $1,199,459 | $399,820iApproximate average salary by contribution assumption: employee only about $9,995,492 at 4% or $6,663,661 at 6%; with 50% employer match about $6,663,661 at 4% or $4,442,441 at 6%; with 100% employer match about $4,997,746 at 4% or $3,331,831 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 3 | $9,159,325 | $199,459 | $66,486iApproximate average salary by contribution assumption: employee only about $1,662,158 at 4% or $1,108,106 at 6%; with 50% employer match about $1,108,106 at 4% or $738,737 at 6%; with 100% employer match about $831,079 at 4% or $554,053 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 3 | $3,669,057 | $1,000,000 | $333,333iApproximate average salary by contribution assumption: employee only about $8,333,333 at 4% or $5,555,556 at 6%; with 50% employer match about $5,555,556 at 4% or $3,703,704 at 6%; with 100% employer match about $4,166,667 at 4% or $2,777,778 at 6%. |
| 2020 | 2 | 14 | $13,329,647 | $1,579,265 | $112,805iApproximate average salary by contribution assumption: employee only about $2,820,116 at 4% or $1,880,077 at 6%; with 50% employer match about $1,880,077 at 4% or $1,253,385 at 6%; with 100% employer match about $1,410,058 at 4% or $940,039 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 14 | $8,207,194 | $677,265 | $48,376iApproximate average salary by contribution assumption: employee only about $1,209,402 at 4% or $806,268 at 6%; with 50% employer match about $806,268 at 4% or $537,512 at 6%; with 100% employer match about $604,701 at 4% or $403,134 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 14 | $5,122,453 | $902,000 | $64,429iApproximate average salary by contribution assumption: employee only about $1,610,714 at 4% or $1,073,810 at 6%; with 50% employer match about $1,073,810 at 4% or $715,873 at 6%; with 100% employer match about $805,357 at 4% or $536,905 at 6%. |
| 2019 | 2 | 13 | $10,222,340 | $1,072,554 | $82,504iApproximate average salary by contribution assumption: employee only about $2,062,604 at 4% or $1,375,069 at 6%; with 50% employer match about $1,375,069 at 4% or $916,713 at 6%; with 100% employer match about $1,031,302 at 4% or $687,535 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 13 | $6,537,823 | $272,554 | $20,966iApproximate average salary by contribution assumption: employee only about $524,142 at 4% or $349,428 at 6%; with 50% employer match about $349,428 at 4% or $232,952 at 6%; with 100% employer match about $262,071 at 4% or $174,714 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 13 | $3,684,517 | $800,000 | $61,538iApproximate average salary by contribution assumption: employee only about $1,538,462 at 4% or $1,025,641 at 6%; with 50% employer match about $1,025,641 at 4% or $683,761 at 6%; with 100% employer match about $769,231 at 4% or $512,821 at 6%. |
| 2018 | 2 | 12 | $7,535,197 | $1,116,547 | $93,046iApproximate average salary by contribution assumption: employee only about $2,326,140 at 4% or $1,550,760 at 6%; with 50% employer match about $1,550,760 at 4% or $1,033,840 at 6%; with 100% employer match about $1,163,070 at 4% or $775,380 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 11 | $5,021,445 | $222,154 | $20,196iApproximate average salary by contribution assumption: employee only about $504,895 at 4% or $336,597 at 6%; with 50% employer match about $336,597 at 4% or $224,398 at 6%; with 100% employer match about $252,448 at 4% or $168,298 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 12 | $2,513,752 | $894,393 | $74,533iApproximate average salary by contribution assumption: employee only about $1,863,319 at 4% or $1,242,213 at 6%; with 50% employer match about $1,242,213 at 4% or $828,142 at 6%; with 100% employer match about $931,659 at 4% or $621,106 at 6%. |
| 2017 | 2 | 10 | $6,815,363 | $467,895 | $46,790iApproximate average salary by contribution assumption: employee only about $1,169,738 at 4% or $779,825 at 6%; with 50% employer match about $779,825 at 4% or $519,883 at 6%; with 100% employer match about $584,869 at 4% or $389,913 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 10 | $5,123,056 | $180,786 | $18,079iApproximate average salary by contribution assumption: employee only about $451,965 at 4% or $301,310 at 6%; with 50% employer match about $301,310 at 4% or $200,873 at 6%; with 100% employer match about $225,982 at 4% or $150,655 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 10 | $1,692,307 | $287,109 | $28,711iApproximate average salary by contribution assumption: employee only about $717,773 at 4% or $478,515 at 6%; with 50% employer match about $478,515 at 4% or $319,010 at 6%; with 100% employer match about $358,886 at 4% or $239,258 at 6%. |
| 2016 | 2 | 9 | $5,725,275 | $556,543 | $61,838iApproximate average salary by contribution assumption: employee only about $1,545,953 at 4% or $1,030,635 at 6%; with 50% employer match about $1,030,635 at 4% or $687,090 at 6%; with 100% employer match about $772,976 at 4% or $515,318 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 9 | $4,489,230 | $167,306 | $18,590iApproximate average salary by contribution assumption: employee only about $464,739 at 4% or $309,826 at 6%; with 50% employer match about $309,826 at 4% or $206,551 at 6%; with 100% employer match about $232,369 at 4% or $154,913 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 9 | $1,236,045 | $389,237 | $43,249iApproximate average salary by contribution assumption: employee only about $1,081,214 at 4% or $720,809 at 6%; with 50% employer match about $720,809 at 4% or $480,540 at 6%; with 100% employer match about $540,607 at 4% or $360,405 at 6%. |
| 2015 | 2 | 11 | $4,879,080 | $493,072 | $44,825iApproximate average salary by contribution assumption: employee only about $1,120,618 at 4% or $747,079 at 6%; with 50% employer match about $747,079 at 4% or $498,053 at 6%; with 100% employer match about $560,309 at 4% or $373,539 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 9 | $4,087,050 | $156,628 | $17,403iApproximate average salary by contribution assumption: employee only about $435,078 at 4% or $290,052 at 6%; with 50% employer match about $290,052 at 4% or $193,368 at 6%; with 100% employer match about $217,539 at 4% or $145,026 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 11 | $792,030 | $336,444 | $30,586iApproximate average salary by contribution assumption: employee only about $764,645 at 4% or $509,764 at 6%; with 50% employer match about $509,764 at 4% or $339,842 at 6%; with 100% employer match about $382,323 at 4% or $254,882 at 6%. |
| 2014 | 2 | 11 | $4,375,772 | $442,277 | $40,207iApproximate average salary by contribution assumption: employee only about $1,005,175 at 4% or $670,117 at 6%; with 50% employer match about $670,117 at 4% or $446,744 at 6%; with 100% employer match about $502,588 at 4% or $335,058 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 9 | $3,885,567 | $147,780 | $16,420iApproximate average salary by contribution assumption: employee only about $410,500 at 4% or $273,667 at 6%; with 50% employer match about $273,667 at 4% or $182,444 at 6%; with 100% employer match about $205,250 at 4% or $136,833 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 11 | $490,205 | $294,497 | $26,772iApproximate average salary by contribution assumption: employee only about $669,311 at 4% or $446,208 at 6%; with 50% employer match about $446,208 at 4% or $297,472 at 6%; with 100% employer match about $334,656 at 4% or $223,104 at 6%. |
| 2013 | 2 | 9 | $3,717,680 | $294,348 | $32,705iApproximate average salary by contribution assumption: employee only about $817,633 at 4% or $545,089 at 6%; with 50% employer match about $545,089 at 4% or $363,393 at 6%; with 100% employer match about $408,817 at 4% or $272,544 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 9 | $3,531,075 | $111,770 | $12,419iApproximate average salary by contribution assumption: employee only about $310,472 at 4% or $206,981 at 6%; with 50% employer match about $206,981 at 4% or $137,988 at 6%; with 100% employer match about $155,236 at 4% or $103,491 at 6%. |
| Benjamin W. Wong & Associates Defined Benefit Pension Plan | - | 8 | $186,605 | $182,578 | $22,822iApproximate average salary by contribution assumption: employee only about $570,556 at 4% or $380,371 at 6%; with 50% employer match about $380,371 at 4% or $253,581 at 6%; with 100% employer match about $285,278 at 4% or $190,185 at 6%. |
| 2012 | 1 | 6 | $2,832,221 | $119,956 | $19,993iApproximate average salary by contribution assumption: employee only about $499,817 at 4% or $333,211 at 6%; with 50% employer match about $333,211 at 4% or $222,141 at 6%; with 100% employer match about $249,908 at 4% or $166,606 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 6 | $2,832,221 | $119,956 | $19,993iApproximate average salary by contribution assumption: employee only about $499,817 at 4% or $333,211 at 6%; with 50% employer match about $333,211 at 4% or $222,141 at 6%; with 100% employer match about $249,908 at 4% or $166,606 at 6%. |
| 2011 | 1 | 6 | $2,287,063 | $113,999 | $19,000iApproximate average salary by contribution assumption: employee only about $474,996 at 4% or $316,664 at 6%; with 50% employer match about $316,664 at 4% or $211,109 at 6%; with 100% employer match about $237,498 at 4% or $158,332 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 6 | $2,287,063 | $113,999 | $19,000iApproximate average salary by contribution assumption: employee only about $474,996 at 4% or $316,664 at 6%; with 50% employer match about $316,664 at 4% or $211,109 at 6%; with 100% employer match about $237,498 at 4% or $158,332 at 6%. |
| 2010 | 1 | 5 | $2,086,137 | $117,305 | $23,461iApproximate average salary by contribution assumption: employee only about $586,525 at 4% or $391,017 at 6%; with 50% employer match about $391,017 at 4% or $260,678 at 6%; with 100% employer match about $293,263 at 4% or $195,508 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 5 | $2,086,137 | $117,305 | $23,461iApproximate average salary by contribution assumption: employee only about $586,525 at 4% or $391,017 at 6%; with 50% employer match about $391,017 at 4% or $260,678 at 6%; with 100% employer match about $293,263 at 4% or $195,508 at 6%. |
| 2009 | 1 | 6 | $1,717,011 | $118,160 | $19,693iApproximate average salary by contribution assumption: employee only about $492,333 at 4% or $328,222 at 6%; with 50% employer match about $328,222 at 4% or $218,815 at 6%; with 100% employer match about $246,167 at 4% or $164,111 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 6 | $1,717,011 | $118,160 | $19,693iApproximate average salary by contribution assumption: employee only about $492,333 at 4% or $328,222 at 6%; with 50% employer match about $328,222 at 4% or $218,815 at 6%; with 100% employer match about $246,167 at 4% or $164,111 at 6%. |
| 2008 | 1 | 6 | $1,194,384 | $111,707 | $18,618iApproximate average salary by contribution assumption: employee only about $465,446 at 4% or $310,297 at 6%; with 50% employer match about $310,297 at 4% or $206,865 at 6%; with 100% employer match about $232,723 at 4% or $155,149 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 6 | $1,194,384 | $111,707 | $18,618iApproximate average salary by contribution assumption: employee only about $465,446 at 4% or $310,297 at 6%; with 50% employer match about $310,297 at 4% or $206,865 at 6%; with 100% employer match about $232,723 at 4% or $155,149 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Profit Sharing Plan of Benjamin W. Wong | - | 4 | - | - | - |
| 2006 | 1 | 5 | $1,204,282 | $99,599 | $19,920iApproximate average salary by contribution assumption: employee only about $497,995 at 4% or $331,997 at 6%; with 50% employer match about $331,997 at 4% or $221,331 at 6%; with 100% employer match about $248,998 at 4% or $165,998 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 5 | $1,204,282 | $99,599 | $19,920iApproximate average salary by contribution assumption: employee only about $497,995 at 4% or $331,997 at 6%; with 50% employer match about $331,997 at 4% or $221,331 at 6%; with 100% employer match about $248,998 at 4% or $165,998 at 6%. |
| 2005 | 1 | 4 | $913,034 | $79,236 | $19,809iApproximate average salary by contribution assumption: employee only about $495,225 at 4% or $330,150 at 6%; with 50% employer match about $330,150 at 4% or $220,100 at 6%; with 100% employer match about $247,613 at 4% or $165,075 at 6%. |
| Profit Sharing Plan of Benjamin W. Wong | - | 4 | $913,034 | $79,236 | $19,809iApproximate average salary by contribution assumption: employee only about $495,225 at 4% or $330,150 at 6%; with 50% employer match about $330,150 at 4% or $220,100 at 6%; with 100% employer match about $247,613 at 4% or $165,075 at 6%. |