Civic Intelligence

Jack Wu, M.D. Inc.

Plan context: JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN

EIN 20-8649307 • Rowland Heights, CA • 20 filings • 2 plans

19115 Colima Rd Unit 202Rowland Heights, CA 91748-3075
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,503,683

2024 Contributions

$220,501

Historical Graphs

Total Assets Over Time

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

$2,503,683$1,251,842$0201520202024YearValue
$2,503,683Latest year 2024

Participants Over Time

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

840201520202024YearValue
6Latest year 2024

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
202426$2,503,683$220,501$36,750iApproximate average salary by contribution assumption: employee only about $918,754 at 4% or $612,503 at 6%; with 50% employer match about $612,503 at 4% or $408,335 at 6%; with 100% employer match about $459,377 at 4% or $306,251 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-5$2,378,059$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$125,624$20,501$3,417iApproximate average salary by contribution assumption: employee only about $85,421 at 4% or $56,947 at 6%; with 50% employer match about $56,947 at 4% or $37,965 at 6%; with 100% employer match about $42,710 at 4% or $28,474 at 6%.
202326$2,113,334$264,744$44,124iApproximate average salary by contribution assumption: employee only about $1,103,100 at 4% or $735,400 at 6%; with 50% employer match about $735,400 at 4% or $490,267 at 6%; with 100% employer match about $551,550 at 4% or $367,700 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-5$2,016,419$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$96,915$14,744$2,457iApproximate average salary by contribution assumption: employee only about $61,433 at 4% or $40,956 at 6%; with 50% employer match about $40,956 at 4% or $27,304 at 6%; with 100% employer match about $30,717 at 4% or $20,478 at 6%.
202228$1,688,776$260,426$32,553iApproximate average salary by contribution assumption: employee only about $813,831 at 4% or $542,554 at 6%; with 50% employer match about $542,554 at 4% or $361,703 at 6%; with 100% employer match about $406,916 at 4% or $271,277 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-5$1,615,124$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-8$73,652$10,426$1,303iApproximate average salary by contribution assumption: employee only about $32,581 at 4% or $21,721 at 6%; with 50% employer match about $21,721 at 4% or $14,481 at 6%; with 100% employer match about $16,291 at 4% or $10,860 at 6%.
202126$1,584,380$216,146$36,024iApproximate average salary by contribution assumption: employee only about $900,608 at 4% or $600,406 at 6%; with 50% employer match about $600,406 at 4% or $400,270 at 6%; with 100% employer match about $450,304 at 4% or $300,203 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$1,506,909$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$77,471$16,146$2,691iApproximate average salary by contribution assumption: employee only about $67,275 at 4% or $44,850 at 6%; with 50% employer match about $44,850 at 4% or $29,900 at 6%; with 100% employer match about $33,638 at 4% or $22,425 at 6%.
202026$1,242,020$209,320$34,887iApproximate average salary by contribution assumption: employee only about $872,167 at 4% or $581,444 at 6%; with 50% employer match about $581,444 at 4% or $387,630 at 6%; with 100% employer match about $436,083 at 4% or $290,722 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$1,179,669$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$62,351$9,320$1,553iApproximate average salary by contribution assumption: employee only about $38,833 at 4% or $25,889 at 6%; with 50% employer match about $25,889 at 4% or $17,259 at 6%; with 100% employer match about $19,417 at 4% or $12,944 at 6%.
201926$935,251$200,566$33,428iApproximate average salary by contribution assumption: employee only about $835,692 at 4% or $557,128 at 6%; with 50% employer match about $557,128 at 4% or $371,419 at 6%; with 100% employer match about $417,846 at 4% or $278,564 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$890,915$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$44,336$10,566$1,761iApproximate average salary by contribution assumption: employee only about $44,025 at 4% or $29,350 at 6%; with 50% employer match about $29,350 at 4% or $19,567 at 6%; with 100% employer match about $22,013 at 4% or $14,675 at 6%.
201826$644,948$198,957$33,160iApproximate average salary by contribution assumption: employee only about $828,988 at 4% or $552,658 at 6%; with 50% employer match about $552,658 at 4% or $368,439 at 6%; with 100% employer match about $414,494 at 4% or $276,329 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$612,507$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$32,441$8,957$1,493iApproximate average salary by contribution assumption: employee only about $37,321 at 4% or $24,881 at 6%; with 50% employer match about $24,881 at 4% or $16,587 at 6%; with 100% employer match about $18,660 at 4% or $12,440 at 6%.
201726$472,968$167,551$27,925iApproximate average salary by contribution assumption: employee only about $698,129 at 4% or $465,419 at 6%; with 50% employer match about $465,419 at 4% or $310,280 at 6%; with 100% employer match about $349,065 at 4% or $232,710 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$448,622$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$24,346$7,551$1,259iApproximate average salary by contribution assumption: employee only about $31,463 at 4% or $20,975 at 6%; with 50% employer match about $20,975 at 4% or $13,983 at 6%; with 100% employer match about $15,731 at 4% or $10,488 at 6%.
201626$291,467$148,243$24,707iApproximate average salary by contribution assumption: employee only about $617,679 at 4% or $411,786 at 6%; with 50% employer match about $411,786 at 4% or $274,524 at 6%; with 100% employer match about $308,840 at 4% or $205,893 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$275,005$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$16,462$8,243$1,374iApproximate average salary by contribution assumption: employee only about $34,346 at 4% or $22,897 at 6%; with 50% employer match about $22,897 at 4% or $15,265 at 6%; with 100% employer match about $17,173 at 4% or $11,449 at 6%.
201526$143,205$143,205$23,868iApproximate average salary by contribution assumption: employee only about $596,688 at 4% or $397,792 at 6%; with 50% employer match about $397,792 at 4% or $265,194 at 6%; with 100% employer match about $298,344 at 4% or $198,896 at 6%.
JACK WU, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$135,000$135,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Jack Wu, M.D. Inc. Profit Sharing Plan-6$8,205$8,205$1,368iApproximate average salary by contribution assumption: employee only about $34,188 at 4% or $22,792 at 6%; with 50% employer match about $22,792 at 4% or $15,194 at 6%; with 100% employer match about $17,094 at 4% or $11,396 at 6%.