Civic Intelligence

James C. Wu, M.D. Inc.

Plan context: James C. Wu, M.D. Inc. 401(K) Retirement Plan

EIN 26-0391096 • Daly City, CA • 20 filings • 4 plans

1800 Sullivan Avenue Suite411Daly City, CA 94015
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$790,972

2024 Contributions

$79,793

Historical Graphs

Total Assets Over Time

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

$1,010,800$505,400$0201120172023YearValue
$790,972Latest year 2023

Participants Over Time

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

530201120172023YearValue
3Latest year 2023

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
202410$0$0-
James C. Wu, M.D. Inc. 401(K) Retirement Plan-0$0--
202313$790,972$79,793$26,598iApproximate average salary by contribution assumption: employee only about $664,942 at 4% or $443,294 at 6%; with 50% employer match about $443,294 at 4% or $295,530 at 6%; with 100% employer match about $332,471 at 4% or $221,647 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-3$790,972$79,793$26,598iApproximate average salary by contribution assumption: employee only about $664,942 at 4% or $443,294 at 6%; with 50% employer match about $443,294 at 4% or $295,530 at 6%; with 100% employer match about $332,471 at 4% or $221,647 at 6%.
202212$622,294$31,950$15,975iApproximate average salary by contribution assumption: employee only about $399,375 at 4% or $266,250 at 6%; with 50% employer match about $266,250 at 4% or $177,500 at 6%; with 100% employer match about $199,688 at 4% or $133,125 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-2$622,294$31,950$15,975iApproximate average salary by contribution assumption: employee only about $399,375 at 4% or $266,250 at 6%; with 50% employer match about $266,250 at 4% or $177,500 at 6%; with 100% employer match about $199,688 at 4% or $133,125 at 6%.
202114$1,010,800$72,212$18,053iApproximate average salary by contribution assumption: employee only about $451,325 at 4% or $300,883 at 6%; with 50% employer match about $300,883 at 4% or $200,589 at 6%; with 100% employer match about $225,663 at 4% or $150,442 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-4$1,010,800$72,212$18,053iApproximate average salary by contribution assumption: employee only about $451,325 at 4% or $300,883 at 6%; with 50% employer match about $300,883 at 4% or $200,589 at 6%; with 100% employer match about $225,663 at 4% or $150,442 at 6%.
202014$813,334$61,619$15,405iApproximate average salary by contribution assumption: employee only about $385,119 at 4% or $256,746 at 6%; with 50% employer match about $256,746 at 4% or $171,164 at 6%; with 100% employer match about $192,559 at 4% or $128,373 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-4$813,334$61,619$15,405iApproximate average salary by contribution assumption: employee only about $385,119 at 4% or $256,746 at 6%; with 50% employer match about $256,746 at 4% or $171,164 at 6%; with 100% employer match about $192,559 at 4% or $128,373 at 6%.
201914$675,298$65,002$16,251iApproximate average salary by contribution assumption: employee only about $406,263 at 4% or $270,842 at 6%; with 50% employer match about $270,842 at 4% or $180,561 at 6%; with 100% employer match about $203,131 at 4% or $135,421 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-4$675,298$65,002$16,251iApproximate average salary by contribution assumption: employee only about $406,263 at 4% or $270,842 at 6%; with 50% employer match about $270,842 at 4% or $180,561 at 6%; with 100% employer match about $203,131 at 4% or $135,421 at 6%.
201815$515,654$108,617$21,723iApproximate average salary by contribution assumption: employee only about $543,085 at 4% or $362,057 at 6%; with 50% employer match about $362,057 at 4% or $241,371 at 6%; with 100% employer match about $271,543 at 4% or $181,028 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-5$515,654$108,617$21,723iApproximate average salary by contribution assumption: employee only about $543,085 at 4% or $362,057 at 6%; with 50% employer match about $362,057 at 4% or $241,371 at 6%; with 100% employer match about $271,543 at 4% or $181,028 at 6%.
201725$423,730$72,135$14,427iApproximate average salary by contribution assumption: employee only about $360,675 at 4% or $240,450 at 6%; with 50% employer match about $240,450 at 4% or $160,300 at 6%; with 100% employer match about $180,338 at 4% or $120,225 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-5$423,730$72,135$14,427iApproximate average salary by contribution assumption: employee only about $360,675 at 4% or $240,450 at 6%; with 50% employer match about $240,450 at 4% or $160,300 at 6%; with 100% employer match about $180,338 at 4% or $120,225 at 6%.
JAMES C. WU, M.D., INC. PENSION PLAN-0$0$0-
201625$615,156$110,983$22,197iApproximate average salary by contribution assumption: employee only about $554,915 at 4% or $369,943 at 6%; with 50% employer match about $369,943 at 4% or $246,629 at 6%; with 100% employer match about $277,458 at 4% or $184,972 at 6%.
JAMES C. WU, M.D., INC. PENSION PLAN-4$312,377$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-5$302,779$48,983$9,797iApproximate average salary by contribution assumption: employee only about $244,915 at 4% or $163,277 at 6%; with 50% employer match about $163,277 at 4% or $108,851 at 6%; with 100% employer match about $122,458 at 4% or $81,638 at 6%.
201524$469,925$46,117$11,529iApproximate average salary by contribution assumption: employee only about $288,231 at 4% or $192,154 at 6%; with 50% employer match about $192,154 at 4% or $128,103 at 6%; with 100% employer match about $144,116 at 4% or $96,077 at 6%.
JAMES C. WU, M.D., INC. PENSION PLAN-4$235,000$0-
James C. Wu, M.D. Inc. 401(K) Retirement Plan-4$234,925$46,117$11,529iApproximate average salary by contribution assumption: employee only about $288,231 at 4% or $192,154 at 6%; with 50% employer match about $192,154 at 4% or $128,103 at 6%; with 100% employer match about $144,116 at 4% or $96,077 at 6%.
201424$422,937$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
JAMES C. WU, M.D., INC. PENSION PLAN-4$236,933$0-
James C. Wu, M.D. Inc. 401(K) Retirement Plan-4$186,004$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201324$328,274$123,727$30,932iApproximate average salary by contribution assumption: employee only about $773,294 at 4% or $515,529 at 6%; with 50% employer match about $515,529 at 4% or $343,686 at 6%; with 100% employer match about $386,647 at 4% or $257,765 at 6%.
JAMES C. WU, M.D., INC. PENSION PLAN-4$232,376$112,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-3$95,898$11,727$3,909iApproximate average salary by contribution assumption: employee only about $97,725 at 4% or $65,150 at 6%; with 50% employer match about $65,150 at 4% or $43,433 at 6%; with 100% employer match about $48,863 at 4% or $32,575 at 6%.
201223$233,787$161,282$53,761iApproximate average salary by contribution assumption: employee only about $1,344,017 at 4% or $896,011 at 6%; with 50% employer match about $896,011 at 4% or $597,341 at 6%; with 100% employer match about $672,008 at 4% or $448,006 at 6%.
JAMES C. WU, M.D., INC. PENSION PLAN-2$118,100$118,100$59,050iApproximate average salary by contribution assumption: employee only about $1,476,250 at 4% or $984,167 at 6%; with 50% employer match about $984,167 at 4% or $656,111 at 6%; with 100% employer match about $738,125 at 4% or $492,083 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-3$115,687$43,182$14,394iApproximate average salary by contribution assumption: employee only about $359,850 at 4% or $239,900 at 6%; with 50% employer match about $239,900 at 4% or $159,933 at 6%; with 100% employer match about $179,925 at 4% or $119,950 at 6%.
201113$67,167$17,875$5,958iApproximate average salary by contribution assumption: employee only about $148,958 at 4% or $99,306 at 6%; with 50% employer match about $99,306 at 4% or $66,204 at 6%; with 100% employer match about $74,479 at 4% or $49,653 at 6%.
James C. Wu, M.D. Inc. 401(K) Retirement Plan-3$67,167$17,875$5,958iApproximate average salary by contribution assumption: employee only about $148,958 at 4% or $99,306 at 6%; with 50% employer match about $99,306 at 4% or $66,204 at 6%; with 100% employer match about $74,479 at 4% or $49,653 at 6%.