Civic Intelligence

Jerry Wada, M.D. Inc.

Plan context: Wada Retirement Plan

EIN 26-4478667 • LA Canada, CA • 7 filings • 1 plans

399 Flintridge Oaks DriveLA Canada, CA 91011
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$3,354,415

2016 Contributions

$46,304

Historical Graphs

Total Assets Over Time

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

$3,354,415$1,677,208$0201020132015YearValue
$3,354,415Latest year 2015

Participants Over Time

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

210201020132015YearValue
2Latest year 2015

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
201610$0$0-
Wada Retirement Plan-0$0--
201512$3,354,415$46,304$23,152iApproximate average salary by contribution assumption: employee only about $578,800 at 4% or $385,867 at 6%; with 50% employer match about $385,867 at 4% or $257,244 at 6%; with 100% employer match about $289,400 at 4% or $192,933 at 6%.
Wada Retirement Plan-2$3,354,415$46,304$23,152iApproximate average salary by contribution assumption: employee only about $578,800 at 4% or $385,867 at 6%; with 50% employer match about $385,867 at 4% or $257,244 at 6%; with 100% employer match about $289,400 at 4% or $192,933 at 6%.
201412$3,073,763$394,800$197,400iApproximate average salary by contribution assumption: employee only about $4,935,000 at 4% or $3,290,000 at 6%; with 50% employer match about $3,290,000 at 4% or $2,193,333 at 6%; with 100% employer match about $2,467,500 at 4% or $1,645,000 at 6%.
Wada Retirement Plan-2$3,073,763$394,800$197,400iApproximate average salary by contribution assumption: employee only about $4,935,000 at 4% or $3,290,000 at 6%; with 50% employer match about $3,290,000 at 4% or $2,193,333 at 6%; with 100% employer match about $2,467,500 at 4% or $1,645,000 at 6%.
201312$2,431,790$518,000$259,000iApproximate average salary by contribution assumption: employee only about $6,475,000 at 4% or $4,316,667 at 6%; with 50% employer match about $4,316,667 at 4% or $2,877,778 at 6%; with 100% employer match about $3,237,500 at 4% or $2,158,333 at 6%.
Wada Retirement Plan-2$2,431,790$518,000$259,000iApproximate average salary by contribution assumption: employee only about $6,475,000 at 4% or $4,316,667 at 6%; with 50% employer match about $4,316,667 at 4% or $2,877,778 at 6%; with 100% employer match about $3,237,500 at 4% or $2,158,333 at 6%.
201212$1,700,149$480,000$240,000iApproximate average salary by contribution assumption: employee only about $6,000,000 at 4% or $4,000,000 at 6%; with 50% employer match about $4,000,000 at 4% or $2,666,667 at 6%; with 100% employer match about $3,000,000 at 4% or $2,000,000 at 6%.
Wada Retirement Plan-2$1,700,149$480,000$240,000iApproximate average salary by contribution assumption: employee only about $6,000,000 at 4% or $4,000,000 at 6%; with 50% employer match about $4,000,000 at 4% or $2,666,667 at 6%; with 100% employer match about $3,000,000 at 4% or $2,000,000 at 6%.
201112$1,096,286$360,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
Wada Retirement Plan-2$1,096,286$360,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
201012$680,640$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Wada Retirement Plan-2$680,640$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.