Civic Intelligence

B. M. Fong PLLC

Plan context: B. M. Fong Pension Plan

EIN 27-4381598 • Bellevue, WA • 13 filings • 2 plans

14037 Bel Red RdBellevue, WA 98007
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$459,321

2023 Contributions

$145,057

Historical Graphs

Total Assets Over Time

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

$591,303$295,652$0201520192022YearValue
$459,321Latest year 2022

Participants Over Time

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

530201520192022YearValue
5Latest year 2022

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
202320$0$0-
B. M. Fong Pension Plan-0$0--
B. M. FONG CASH BALANCE PLAN-0$0--
202225$459,321$145,057$29,011iApproximate average salary by contribution assumption: employee only about $725,285 at 4% or $483,523 at 6%; with 50% employer match about $483,523 at 4% or $322,349 at 6%; with 100% employer match about $362,643 at 4% or $241,762 at 6%.
B. M. Fong Pension Plan-5$270,294$77,382$15,476iApproximate average salary by contribution assumption: employee only about $386,910 at 4% or $257,940 at 6%; with 50% employer match about $257,940 at 4% or $171,960 at 6%; with 100% employer match about $193,455 at 4% or $128,970 at 6%.
B. M. FONG CASH BALANCE PLAN-5$189,027$67,675$13,535iApproximate average salary by contribution assumption: employee only about $338,375 at 4% or $225,583 at 6%; with 50% employer match about $225,583 at 4% or $150,389 at 6%; with 100% employer match about $169,188 at 4% or $112,792 at 6%.
202125$591,303$125,437$25,087iApproximate average salary by contribution assumption: employee only about $627,185 at 4% or $418,123 at 6%; with 50% employer match about $418,123 at 4% or $278,749 at 6%; with 100% employer match about $313,593 at 4% or $209,062 at 6%.
B. M. Fong Pension Plan-5$440,157$43,242$8,648iApproximate average salary by contribution assumption: employee only about $216,210 at 4% or $144,140 at 6%; with 50% employer match about $144,140 at 4% or $96,093 at 6%; with 100% employer match about $108,105 at 4% or $72,070 at 6%.
B. M. FONG CASH BALANCE PLAN-5$151,146$82,195$16,439iApproximate average salary by contribution assumption: employee only about $410,975 at 4% or $273,983 at 6%; with 50% employer match about $273,983 at 4% or $182,656 at 6%; with 100% employer match about $205,488 at 4% or $136,992 at 6%.
202024$415,906$67,816$16,954iApproximate average salary by contribution assumption: employee only about $423,850 at 4% or $282,567 at 6%; with 50% employer match about $282,567 at 4% or $188,378 at 6%; with 100% employer match about $211,925 at 4% or $141,283 at 6%.
B. M. Fong Pension Plan-3$352,590$4,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
B. M. FONG CASH BALANCE PLAN-4$63,316$63,316$15,829iApproximate average salary by contribution assumption: employee only about $395,725 at 4% or $263,817 at 6%; with 50% employer match about $263,817 at 4% or $175,878 at 6%; with 100% employer match about $197,863 at 4% or $131,908 at 6%.
201913$315,998$29,999$10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%.
B. M. Fong Pension Plan-3$315,998$29,999$10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%.
201812$237,602$27,816$13,908iApproximate average salary by contribution assumption: employee only about $347,700 at 4% or $231,800 at 6%; with 50% employer match about $231,800 at 4% or $154,533 at 6%; with 100% employer match about $173,850 at 4% or $115,900 at 6%.
B. M. Fong Pension Plan-2$237,602$27,816$13,908iApproximate average salary by contribution assumption: employee only about $347,700 at 4% or $231,800 at 6%; with 50% employer match about $231,800 at 4% or $154,533 at 6%; with 100% employer match about $173,850 at 4% or $115,900 at 6%.
201713$255,010$27,405$9,135iApproximate average salary by contribution assumption: employee only about $228,375 at 4% or $152,250 at 6%; with 50% employer match about $152,250 at 4% or $101,500 at 6%; with 100% employer match about $114,188 at 4% or $76,125 at 6%.
B. M. Fong Pension Plan-3$255,010$27,405$9,135iApproximate average salary by contribution assumption: employee only about $228,375 at 4% or $152,250 at 6%; with 50% employer match about $152,250 at 4% or $101,500 at 6%; with 100% employer match about $114,188 at 4% or $76,125 at 6%.
201612$189,337$28,958$14,479iApproximate average salary by contribution assumption: employee only about $361,975 at 4% or $241,317 at 6%; with 50% employer match about $241,317 at 4% or $160,878 at 6%; with 100% employer match about $180,988 at 4% or $120,658 at 6%.
B. M. Fong Pension Plan-2$189,337$28,958$14,479iApproximate average salary by contribution assumption: employee only about $361,975 at 4% or $241,317 at 6%; with 50% employer match about $241,317 at 4% or $160,878 at 6%; with 100% employer match about $180,988 at 4% or $120,658 at 6%.
201511$133,167$0-
B. M. Fong Pension Plan-1$133,167$0-