Civic Intelligence

William Wu

Plan context: William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan

EIN 23-2136953 • Philadelphia, PA • 27 filings • 14 plans

131 N 9th St Ste 100Philadelphia, PA 19107-2410
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$766,028

2022 Contributions

$4,950

Historical Graphs

Total Assets Over Time

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

$1,135,448$567,724$0199920132021YearValue
$766,028Latest year 2021

Participants Over Time

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

840199920102021YearValue
2Latest year 2021

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
202210$0$0-
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-0$0$0-
202112$766,028$0-
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-2$766,028$0-
202013$718,207$4,950$1,650iApproximate average salary by contribution assumption: employee only about $41,250 at 4% or $27,500 at 6%; with 50% employer match about $27,500 at 4% or $18,333 at 6%; with 100% employer match about $20,625 at 4% or $13,750 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$718,207$4,950$1,650iApproximate average salary by contribution assumption: employee only about $41,250 at 4% or $27,500 at 6%; with 50% employer match about $27,500 at 4% or $18,333 at 6%; with 100% employer match about $20,625 at 4% or $13,750 at 6%.
201913$793,737$7,800$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$793,737$7,800$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
201814$1,005,741$22,800$5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-4$1,005,741$22,800$5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%.
201714$992,021$20,775$5,194iApproximate average salary by contribution assumption: employee only about $129,844 at 4% or $86,563 at 6%; with 50% employer match about $86,563 at 4% or $57,708 at 6%; with 100% employer match about $64,922 at 4% or $43,281 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-4$992,021$20,775$5,194iApproximate average salary by contribution assumption: employee only about $129,844 at 4% or $86,563 at 6%; with 50% employer match about $86,563 at 4% or $57,708 at 6%; with 100% employer match about $64,922 at 4% or $43,281 at 6%.
201614$953,915$28,457$7,114iApproximate average salary by contribution assumption: employee only about $177,856 at 4% or $118,571 at 6%; with 50% employer match about $118,571 at 4% or $79,047 at 6%; with 100% employer match about $88,928 at 4% or $59,285 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-4$953,915$28,457$7,114iApproximate average salary by contribution assumption: employee only about $177,856 at 4% or $118,571 at 6%; with 50% employer match about $118,571 at 4% or $79,047 at 6%; with 100% employer match about $88,928 at 4% or $59,285 at 6%.
201514$917,722$31,832$7,958iApproximate average salary by contribution assumption: employee only about $198,950 at 4% or $132,633 at 6%; with 50% employer match about $132,633 at 4% or $88,422 at 6%; with 100% employer match about $99,475 at 4% or $66,317 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-4$917,722$31,832$7,958iApproximate average salary by contribution assumption: employee only about $198,950 at 4% or $132,633 at 6%; with 50% employer match about $132,633 at 4% or $88,422 at 6%; with 100% employer match about $99,475 at 4% or $66,317 at 6%.
201414$1,135,448$31,382$7,846iApproximate average salary by contribution assumption: employee only about $196,138 at 4% or $130,758 at 6%; with 50% employer match about $130,758 at 4% or $87,172 at 6%; with 100% employer match about $98,069 at 4% or $65,379 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-4$1,135,448$31,382$7,846iApproximate average salary by contribution assumption: employee only about $196,138 at 4% or $130,758 at 6%; with 50% employer match about $130,758 at 4% or $87,172 at 6%; with 100% employer match about $98,069 at 4% or $65,379 at 6%.
201313$1,101,956$41,855$13,952iApproximate average salary by contribution assumption: employee only about $348,792 at 4% or $232,528 at 6%; with 50% employer match about $232,528 at 4% or $155,019 at 6%; with 100% employer match about $174,396 at 4% or $116,264 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$1,101,956$41,855$13,952iApproximate average salary by contribution assumption: employee only about $348,792 at 4% or $232,528 at 6%; with 50% employer match about $232,528 at 4% or $155,019 at 6%; with 100% employer match about $174,396 at 4% or $116,264 at 6%.
201213$1,054,874$42,340$14,113iApproximate average salary by contribution assumption: employee only about $352,833 at 4% or $235,222 at 6%; with 50% employer match about $235,222 at 4% or $156,815 at 6%; with 100% employer match about $176,417 at 4% or $117,611 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$1,054,874$42,340$14,113iApproximate average salary by contribution assumption: employee only about $352,833 at 4% or $235,222 at 6%; with 50% employer match about $235,222 at 4% or $156,815 at 6%; with 100% employer match about $176,417 at 4% or $117,611 at 6%.
201113$1,008,062$50,750$16,917iApproximate average salary by contribution assumption: employee only about $422,917 at 4% or $281,944 at 6%; with 50% employer match about $281,944 at 4% or $187,963 at 6%; with 100% employer match about $211,458 at 4% or $140,972 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$1,008,062$50,750$16,917iApproximate average salary by contribution assumption: employee only about $422,917 at 4% or $281,944 at 6%; with 50% employer match about $281,944 at 4% or $187,963 at 6%; with 100% employer match about $211,458 at 4% or $140,972 at 6%.
201013$949,394$22,480$7,493iApproximate average salary by contribution assumption: employee only about $187,333 at 4% or $124,889 at 6%; with 50% employer match about $124,889 at 4% or $83,259 at 6%; with 100% employer match about $93,667 at 4% or $62,444 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$949,394$22,480$7,493iApproximate average salary by contribution assumption: employee only about $187,333 at 4% or $124,889 at 6%; with 50% employer match about $124,889 at 4% or $83,259 at 6%; with 100% employer match about $93,667 at 4% or $62,444 at 6%.
200913$940,665$46,100$15,367iApproximate average salary by contribution assumption: employee only about $384,167 at 4% or $256,111 at 6%; with 50% employer match about $256,111 at 4% or $170,741 at 6%; with 100% employer match about $192,083 at 4% or $128,056 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$940,665$46,100$15,367iApproximate average salary by contribution assumption: employee only about $384,167 at 4% or $256,111 at 6%; with 50% employer match about $256,111 at 4% or $170,741 at 6%; with 100% employer match about $192,083 at 4% or $128,056 at 6%.
200813$844,954$50,070$16,690iApproximate average salary by contribution assumption: employee only about $417,250 at 4% or $278,167 at 6%; with 50% employer match about $278,167 at 4% or $185,444 at 6%; with 100% employer match about $208,625 at 4% or $139,083 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$844,954$50,070$16,690iApproximate average salary by contribution assumption: employee only about $417,250 at 4% or $278,167 at 6%; with 50% employer match about $278,167 at 4% or $185,444 at 6%; with 100% employer match about $208,625 at 4% or $139,083 at 6%.
200713$0$0-
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3---
200613$674,506$42,972$14,324iApproximate average salary by contribution assumption: employee only about $358,100 at 4% or $238,733 at 6%; with 50% employer match about $238,733 at 4% or $159,156 at 6%; with 100% employer match about $179,050 at 4% or $119,367 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$674,506$42,972$14,324iApproximate average salary by contribution assumption: employee only about $358,100 at 4% or $238,733 at 6%; with 50% employer match about $238,733 at 4% or $159,156 at 6%; with 100% employer match about $179,050 at 4% or $119,367 at 6%.
200513$600,287$38,990$12,997iApproximate average salary by contribution assumption: employee only about $324,917 at 4% or $216,611 at 6%; with 50% employer match about $216,611 at 4% or $144,407 at 6%; with 100% employer match about $162,458 at 4% or $108,306 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-3$600,287$38,990$12,997iApproximate average salary by contribution assumption: employee only about $324,917 at 4% or $216,611 at 6%; with 50% employer match about $216,611 at 4% or $144,407 at 6%; with 100% employer match about $162,458 at 4% or $108,306 at 6%.
200412$542,362$2,050$1,025iApproximate average salary by contribution assumption: employee only about $25,625 at 4% or $17,083 at 6%; with 50% employer match about $17,083 at 4% or $11,389 at 6%; with 100% employer match about $12,813 at 4% or $8,542 at 6%.
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-2$542,362$2,050$1,025iApproximate average salary by contribution assumption: employee only about $25,625 at 4% or $17,083 at 6%; with 50% employer match about $17,083 at 4% or $11,389 at 6%; with 100% employer match about $12,813 at 4% or $8,542 at 6%.
200312$0$0-
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-2---
200228$0$0-
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-2---
Vanguard Prototype Defined Contribution Plan - Profit Sharing Plan 0004 Tr William Wu-8---
200122$0$0-
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-2---
Vanguard Prototype Defined Contribution Plan - Profit Sharing Plan 0004 Tr William Wu-2---
200022$0$0-
Vanguard Prototype Defined Contribution Plan - Profit Sharing Plan 0004 Tr William Wu-2---
William Wu Uta Charles Schwab & Co William Wu Profit Sharing Plan-1---
199912$158,974$24,590$12,295iApproximate average salary by contribution assumption: employee only about $307,375 at 4% or $204,917 at 6%; with 50% employer match about $204,917 at 4% or $136,611 at 6%; with 100% employer match about $153,688 at 4% or $102,458 at 6%.
Vanguard Prototype Defined Contribution Plan - Profit Sharing Plan 0004 Tr William Wu-2$158,974$24,590$12,295iApproximate average salary by contribution assumption: employee only about $307,375 at 4% or $204,917 at 6%; with 50% employer match about $204,917 at 4% or $136,611 at 6%; with 100% employer match about $153,688 at 4% or $102,458 at 6%.