Roger Y Wong Do
Plan context: Dr Roger Y Wong Money Purchase Plan
EIN 23-2350365 • 8 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$1,043,249
2002 Contributions
$40,472
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 0 | $0 | $40,472 | - |
| Roger Y Wohg Keogh FBO Roger Y Wong and Employees | - | 0 | - | $18,887 | - |
| Dr Roger Y Wong Money Purchase Plan | - | 0 | - | $21,585 | - |
| 2001 | 2 | 3 | $1,043,249 | $44,023 | $14,674iApproximate average salary by contribution assumption: employee only about $366,858 at 4% or $244,572 at 6%; with 50% employer match about $244,572 at 4% or $163,048 at 6%; with 100% employer match about $183,429 at 4% or $122,286 at 6%. |
| Dr Roger Y Wong Money Purchase Plan | - | 3 | $823,947 | $24,397 | $8,132iApproximate average salary by contribution assumption: employee only about $203,308 at 4% or $135,539 at 6%; with 50% employer match about $135,539 at 4% or $90,359 at 6%; with 100% employer match about $101,654 at 4% or $67,769 at 6%. |
| Roger Y Wohg Keogh FBO Roger Y Wong and Employees | - | 3 | $219,302 | $19,626 | $6,542iApproximate average salary by contribution assumption: employee only about $163,550 at 4% or $109,033 at 6%; with 50% employer match about $109,033 at 4% or $72,689 at 6%; with 100% employer match about $81,775 at 4% or $54,517 at 6%. |
| 2000 | 2 | 3 | $1,334,390 | $26,835 | $8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%. |
| Dr Roger Y Wong Money Purchase Plan | - | 3 | $1,054,152 | $26,835 | $8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%. |
| Roger Y Wohg Keogh FBO Roger Y Wong and Employees | - | 3 | $280,238 | - | - |
| 1999 | 2 | 3 | $2,322,132 | $43,047 | $14,349iApproximate average salary by contribution assumption: employee only about $358,725 at 4% or $239,150 at 6%; with 50% employer match about $239,150 at 4% or $159,433 at 6%; with 100% employer match about $179,363 at 4% or $119,575 at 6%. |
| Dr Roger Y Wong Money Purchase Plan | - | 3 | $1,343,346 | $22,959 | $7,653iApproximate average salary by contribution assumption: employee only about $191,325 at 4% or $127,550 at 6%; with 50% employer match about $127,550 at 4% or $85,033 at 6%; with 100% employer match about $95,663 at 4% or $63,775 at 6%. |
| Roger Y Wohg Keogh FBO Roger Y Wong and Employees | - | 3 | $978,786 | $20,088 | $6,696iApproximate average salary by contribution assumption: employee only about $167,400 at 4% or $111,600 at 6%; with 50% employer match about $111,600 at 4% or $74,400 at 6%; with 100% employer match about $83,700 at 4% or $55,800 at 6%. |