Civic Intelligence

Wan B. Lo

Plan context: Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian

EIN 22-2232486 • Marlton, NJ • 22 filings • 19 plans

525 Route 73 SouthSuite 301Marlton, NJ 08053
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$797,962

2009 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$3,710,558$1,855,279$0199920042009YearValue
$797,962Latest year 2009

Participants Over Time

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

420199920042009YearValue
2Latest year 2009

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
200922$797,962$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-2$797,962$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-0$0$0-
200823$1,798$46,802$15,601iApproximate average salary by contribution assumption: employee only about $390,017 at 4% or $260,011 at 6%; with 50% employer match about $260,011 at 4% or $173,341 at 6%; with 100% employer match about $195,008 at 4% or $130,006 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-1$1,082--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$716$46,802$15,601iApproximate average salary by contribution assumption: employee only about $390,017 at 4% or $260,011 at 6%; with 50% employer match about $260,011 at 4% or $173,341 at 6%; with 100% employer match about $195,008 at 4% or $130,006 at 6%.
200723$0$0-
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3---
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3---
200623$3,710,558$47,332$15,777iApproximate average salary by contribution assumption: employee only about $394,433 at 4% or $262,956 at 6%; with 50% employer match about $262,956 at 4% or $175,304 at 6%; with 100% employer match about $197,217 at 4% or $131,478 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$2,653,078--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$1,057,480$47,332$15,777iApproximate average salary by contribution assumption: employee only about $394,433 at 4% or $262,956 at 6%; with 50% employer match about $262,956 at 4% or $175,304 at 6%; with 100% employer match about $197,217 at 4% or $131,478 at 6%.
200523$3,127,824$58,646$19,549iApproximate average salary by contribution assumption: employee only about $488,717 at 4% or $325,811 at 6%; with 50% employer match about $325,811 at 4% or $217,207 at 6%; with 100% employer match about $244,358 at 4% or $162,906 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$2,256,958--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$870,866$58,646$19,549iApproximate average salary by contribution assumption: employee only about $488,717 at 4% or $325,811 at 6%; with 50% employer match about $325,811 at 4% or $217,207 at 6%; with 100% employer match about $244,358 at 4% or $162,906 at 6%.
200423$2,996,233$58,634$19,545iApproximate average salary by contribution assumption: employee only about $488,617 at 4% or $325,744 at 6%; with 50% employer match about $325,744 at 4% or $217,163 at 6%; with 100% employer match about $244,308 at 4% or $162,872 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$2,197,777--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$798,456$58,634$19,545iApproximate average salary by contribution assumption: employee only about $488,617 at 4% or $325,744 at 6%; with 50% employer match about $325,744 at 4% or $217,163 at 6%; with 100% employer match about $244,308 at 4% or $162,872 at 6%.
200323$2,691,626$58,584$19,528iApproximate average salary by contribution assumption: employee only about $488,200 at 4% or $325,467 at 6%; with 50% employer match about $325,467 at 4% or $216,978 at 6%; with 100% employer match about $244,100 at 4% or $162,733 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$2,027,245--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$664,381$58,584$19,528iApproximate average salary by contribution assumption: employee only about $488,200 at 4% or $325,467 at 6%; with 50% employer match about $325,467 at 4% or $216,978 at 6%; with 100% employer match about $244,100 at 4% or $162,733 at 6%.
200224$1,912,439$61,263$15,316iApproximate average salary by contribution assumption: employee only about $382,894 at 4% or $255,263 at 6%; with 50% employer match about $255,263 at 4% or $170,175 at 6%; with 100% employer match about $191,447 at 4% or $127,631 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$1,440,267--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-4$472,172$61,263$15,316iApproximate average salary by contribution assumption: employee only about $382,894 at 4% or $255,263 at 6%; with 50% employer match about $255,263 at 4% or $170,175 at 6%; with 100% employer match about $191,447 at 4% or $127,631 at 6%.
200123$2,432,110$55,206$18,402iApproximate average salary by contribution assumption: employee only about $460,050 at 4% or $306,700 at 6%; with 50% employer match about $306,700 at 4% or $204,467 at 6%; with 100% employer match about $230,025 at 4% or $153,350 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$1,908,457--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$523,653$55,206$18,402iApproximate average salary by contribution assumption: employee only about $460,050 at 4% or $306,700 at 6%; with 50% employer match about $306,700 at 4% or $204,467 at 6%; with 100% employer match about $230,025 at 4% or $153,350 at 6%.
200023$2,652,511$48,013$16,004iApproximate average salary by contribution assumption: employee only about $400,108 at 4% or $266,739 at 6%; with 50% employer match about $266,739 at 4% or $177,826 at 6%; with 100% employer match about $200,054 at 4% or $133,369 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$2,120,603--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$531,908$48,013$16,004iApproximate average salary by contribution assumption: employee only about $400,108 at 4% or $266,739 at 6%; with 50% employer match about $266,739 at 4% or $177,826 at 6%; with 100% employer match about $200,054 at 4% or $133,369 at 6%.
199923$2,724,328$46,581$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.
Dr Wan B LD Salomon-Smith Barney Iac as Keogh Custddian-3$2,255,857--
Dr. Wan B. Lo Defined Contribution Plan Ag Edwards & Sons Inc. as Custodian-3$468,471$46,581$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.