Civic Intelligence

Michael Wu M D Inc

Plan context: Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust

EIN 20-5662407 • Brea, CA • 14 filings • 4 plans

3 Pointe Dr Ste 305Brea, CA 92821
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$2,429,051

2025 Contributions

$68,952

Historical Graphs

Total Assets Over Time

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

$2,429,051$1,214,526$0200820182025YearValue
$2,429,051Latest year 2025

Participants Over Time

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

110200820182025YearValue
1Latest year 2025

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
202511$2,429,051$68,952$68,952iApproximate average salary by contribution assumption: employee only about $1,723,800 at 4% or $1,149,200 at 6%; with 50% employer match about $1,149,200 at 4% or $766,133 at 6%; with 100% employer match about $861,900 at 4% or $574,600 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$2,429,051$68,952$68,952iApproximate average salary by contribution assumption: employee only about $1,723,800 at 4% or $1,149,200 at 6%; with 50% employer match about $1,149,200 at 4% or $766,133 at 6%; with 100% employer match about $861,900 at 4% or $574,600 at 6%.
202411$1,979,813$56,952$56,952iApproximate average salary by contribution assumption: employee only about $1,423,800 at 4% or $949,200 at 6%; with 50% employer match about $949,200 at 4% or $632,800 at 6%; with 100% employer match about $711,900 at 4% or $474,600 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$1,979,813$56,952$56,952iApproximate average salary by contribution assumption: employee only about $1,423,800 at 4% or $949,200 at 6%; with 50% employer match about $949,200 at 4% or $632,800 at 6%; with 100% employer match about $711,900 at 4% or $474,600 at 6%.
202311$1,692,763$59,952$59,952iApproximate average salary by contribution assumption: employee only about $1,498,800 at 4% or $999,200 at 6%; with 50% employer match about $999,200 at 4% or $666,133 at 6%; with 100% employer match about $749,400 at 4% or $499,600 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$1,692,763$59,952$59,952iApproximate average salary by contribution assumption: employee only about $1,498,800 at 4% or $999,200 at 6%; with 50% employer match about $999,200 at 4% or $666,133 at 6%; with 100% employer match about $749,400 at 4% or $499,600 at 6%.
202211$1,288,048$56,952$56,952iApproximate average salary by contribution assumption: employee only about $1,423,800 at 4% or $949,200 at 6%; with 50% employer match about $949,200 at 4% or $632,800 at 6%; with 100% employer match about $711,900 at 4% or $474,600 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$1,288,048$56,952$56,952iApproximate average salary by contribution assumption: employee only about $1,423,800 at 4% or $949,200 at 6%; with 50% employer match about $949,200 at 4% or $632,800 at 6%; with 100% employer match about $711,900 at 4% or $474,600 at 6%.
202111$1,595,680$56,452$56,452iApproximate average salary by contribution assumption: employee only about $1,411,300 at 4% or $940,867 at 6%; with 50% employer match about $940,867 at 4% or $627,244 at 6%; with 100% employer match about $705,650 at 4% or $470,433 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$1,595,680$56,452$56,452iApproximate average salary by contribution assumption: employee only about $1,411,300 at 4% or $940,867 at 6%; with 50% employer match about $940,867 at 4% or $627,244 at 6%; with 100% employer match about $705,650 at 4% or $470,433 at 6%.
201911$1,190,520$51,952$51,952iApproximate average salary by contribution assumption: employee only about $1,298,800 at 4% or $865,867 at 6%; with 50% employer match about $865,867 at 4% or $577,244 at 6%; with 100% employer match about $649,400 at 4% or $432,933 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$1,190,520$51,952$51,952iApproximate average salary by contribution assumption: employee only about $1,298,800 at 4% or $865,867 at 6%; with 50% employer match about $865,867 at 4% or $577,244 at 6%; with 100% employer match about $649,400 at 4% or $432,933 at 6%.
201811$926,007$216,461$216,461iApproximate average salary by contribution assumption: employee only about $5,411,525 at 4% or $3,607,683 at 6%; with 50% employer match about $3,607,683 at 4% or $2,405,122 at 6%; with 100% employer match about $2,705,763 at 4% or $1,803,842 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$926,007$216,461$216,461iApproximate average salary by contribution assumption: employee only about $5,411,525 at 4% or $3,607,683 at 6%; with 50% employer match about $3,607,683 at 4% or $2,405,122 at 6%; with 100% employer match about $2,705,763 at 4% or $1,803,842 at 6%.
201711$861,715$51,952$51,952iApproximate average salary by contribution assumption: employee only about $1,298,800 at 4% or $865,867 at 6%; with 50% employer match about $865,867 at 4% or $577,244 at 6%; with 100% employer match about $649,400 at 4% or $432,933 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$861,715$51,952$51,952iApproximate average salary by contribution assumption: employee only about $1,298,800 at 4% or $865,867 at 6%; with 50% employer match about $865,867 at 4% or $577,244 at 6%; with 100% employer match about $649,400 at 4% or $432,933 at 6%.
201611$673,349$48,288$48,288iApproximate average salary by contribution assumption: employee only about $1,207,200 at 4% or $804,800 at 6%; with 50% employer match about $804,800 at 4% or $536,533 at 6%; with 100% employer match about $603,600 at 4% or $402,400 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$673,349$48,288$48,288iApproximate average salary by contribution assumption: employee only about $1,207,200 at 4% or $804,800 at 6%; with 50% employer match about $804,800 at 4% or $536,533 at 6%; with 100% employer match about $603,600 at 4% or $402,400 at 6%.
201311$429,837$68,093$68,093iApproximate average salary by contribution assumption: employee only about $1,702,325 at 4% or $1,134,883 at 6%; with 50% employer match about $1,134,883 at 4% or $756,589 at 6%; with 100% employer match about $851,163 at 4% or $567,442 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$429,837$68,093$68,093iApproximate average salary by contribution assumption: employee only about $1,702,325 at 4% or $1,134,883 at 6%; with 50% employer match about $1,134,883 at 4% or $756,589 at 6%; with 100% employer match about $851,163 at 4% or $567,442 at 6%.
201111$230,423$42,937$42,937iApproximate average salary by contribution assumption: employee only about $1,073,425 at 4% or $715,617 at 6%; with 50% employer match about $715,617 at 4% or $477,078 at 6%; with 100% employer match about $536,713 at 4% or $357,808 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$230,423$42,937$42,937iApproximate average salary by contribution assumption: employee only about $1,073,425 at 4% or $715,617 at 6%; with 50% employer match about $715,617 at 4% or $477,078 at 6%; with 100% employer match about $536,713 at 4% or $357,808 at 6%.
201011$186,736$47,104$47,104iApproximate average salary by contribution assumption: employee only about $1,177,600 at 4% or $785,067 at 6%; with 50% employer match about $785,067 at 4% or $523,378 at 6%; with 100% employer match about $588,800 at 4% or $392,533 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$186,736$47,104$47,104iApproximate average salary by contribution assumption: employee only about $1,177,600 at 4% or $785,067 at 6%; with 50% employer match about $785,067 at 4% or $523,378 at 6%; with 100% employer match about $588,800 at 4% or $392,533 at 6%.
200911$120,074$45,593$45,593iApproximate average salary by contribution assumption: employee only about $1,139,825 at 4% or $759,883 at 6%; with 50% employer match about $759,883 at 4% or $506,589 at 6%; with 100% employer match about $569,913 at 4% or $379,942 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$120,074$45,593$45,593iApproximate average salary by contribution assumption: employee only about $1,139,825 at 4% or $759,883 at 6%; with 50% employer match about $759,883 at 4% or $506,589 at 6%; with 100% employer match about $569,913 at 4% or $379,942 at 6%.
200811$48,443$45,044$45,044iApproximate average salary by contribution assumption: employee only about $1,126,100 at 4% or $750,733 at 6%; with 50% employer match about $750,733 at 4% or $500,489 at 6%; with 100% employer match about $563,050 at 4% or $375,367 at 6%.
Michael Wu M D Inc 401(K) Profit Sharing Plan & Trust-1$48,443$45,044$45,044iApproximate average salary by contribution assumption: employee only about $1,126,100 at 4% or $750,733 at 6%; with 50% employer match about $750,733 at 4% or $500,489 at 6%; with 100% employer match about $563,050 at 4% or $375,367 at 6%.