Civic Intelligence

Michael Wan, M.D. Inc.

Plan context: Michael Wan, M.D. Inc. Pension Plan

EIN 33-0384921 • Corona Del Mar, CA • 18 filings • 2 plans

4507 Tremont LaneCorona Del Mar, CA 92625
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$2,577,521

2013 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$2,577,521$1,288,761$0199920062013YearValue
$2,577,521Latest year 2013

Participants Over Time

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

320199920062013YearValue
1Latest year 2013

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
201311$2,577,521$0-
Michael Wan, M.D. Inc. Pension Plan-1$2,577,521$0-
201211$2,298,922$120,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
Michael Wan, M.D. Inc. Pension Plan-1$2,298,922$120,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
201111$1,684,314$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Michael Wan, M.D. Inc. Pension Plan-1$1,684,314$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201011$1,641,719$80,534$80,534iApproximate average salary by contribution assumption: employee only about $2,013,350 at 4% or $1,342,233 at 6%; with 50% employer match about $1,342,233 at 4% or $894,822 at 6%; with 100% employer match about $1,006,675 at 4% or $671,117 at 6%.
Michael Wan, M.D. Inc. Pension Plan-1$1,641,719$80,534$80,534iApproximate average salary by contribution assumption: employee only about $2,013,350 at 4% or $1,342,233 at 6%; with 50% employer match about $1,342,233 at 4% or $894,822 at 6%; with 100% employer match about $1,006,675 at 4% or $671,117 at 6%.
200911$1,755,940$121,034$121,034iApproximate average salary by contribution assumption: employee only about $3,025,850 at 4% or $2,017,233 at 6%; with 50% employer match about $2,017,233 at 4% or $1,344,822 at 6%; with 100% employer match about $1,512,925 at 4% or $1,008,617 at 6%.
Michael Wan, M.D. Inc. Pension Plan-1$1,755,940$121,034$121,034iApproximate average salary by contribution assumption: employee only about $3,025,850 at 4% or $2,017,233 at 6%; with 50% employer match about $2,017,233 at 4% or $1,344,822 at 6%; with 100% employer match about $1,512,925 at 4% or $1,008,617 at 6%.
200811$1,475,140$170,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
Michael Wan, M.D. Inc. Pension Plan-1$1,475,140$170,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
200711$0$0-
Michael Wan, M.D. Inc. Pension Plan-1---
200611$1,516,882$125,138$125,138iApproximate average salary by contribution assumption: employee only about $3,128,450 at 4% or $2,085,633 at 6%; with 50% employer match about $2,085,633 at 4% or $1,390,422 at 6%; with 100% employer match about $1,564,225 at 4% or $1,042,817 at 6%.
Michael Wan, M.D. Inc. Pension Plan-1$1,516,882$125,138$125,138iApproximate average salary by contribution assumption: employee only about $3,128,450 at 4% or $2,085,633 at 6%; with 50% employer match about $2,085,633 at 4% or $1,390,422 at 6%; with 100% employer match about $1,564,225 at 4% or $1,042,817 at 6%.
200521$1,265,112$116,867$116,867iApproximate average salary by contribution assumption: employee only about $2,921,675 at 4% or $1,947,783 at 6%; with 50% employer match about $1,947,783 at 4% or $1,298,522 at 6%; with 100% employer match about $1,460,838 at 4% or $973,892 at 6%.
Michael Wan, M.D. Inc. Pension Plan-1$1,265,112$116,867$116,867iApproximate average salary by contribution assumption: employee only about $2,921,675 at 4% or $1,947,783 at 6%; with 50% employer match about $1,947,783 at 4% or $1,298,522 at 6%; with 100% employer match about $1,460,838 at 4% or $973,892 at 6%.
Michael Wan, M.D. Inc. Target Benefit Plan-0---
200421$1,077,838$103,247$103,247iApproximate average salary by contribution assumption: employee only about $2,581,175 at 4% or $1,720,783 at 6%; with 50% employer match about $1,720,783 at 4% or $1,147,189 at 6%; with 100% employer match about $1,290,588 at 4% or $860,392 at 6%.
Michael Wan, M.D. Inc. Target Benefit Plan-1$884,800--
Michael Wan, M.D. Inc. Pension Plan-1$193,038$103,247$103,247iApproximate average salary by contribution assumption: employee only about $2,581,175 at 4% or $1,720,783 at 6%; with 50% employer match about $1,720,783 at 4% or $1,147,189 at 6%; with 100% employer match about $1,290,588 at 4% or $860,392 at 6%.
200322$889,948$80,570$40,285iApproximate average salary by contribution assumption: employee only about $1,007,125 at 4% or $671,417 at 6%; with 50% employer match about $671,417 at 4% or $447,611 at 6%; with 100% employer match about $503,563 at 4% or $335,708 at 6%.
Michael Wan, M.D. Inc. Target Benefit Plan-2$809,377--
Michael Wan, M.D. Inc. Pension Plan-2$80,571$80,570$40,285iApproximate average salary by contribution assumption: employee only about $1,007,125 at 4% or $671,417 at 6%; with 50% employer match about $671,417 at 4% or $447,611 at 6%; with 100% employer match about $503,563 at 4% or $335,708 at 6%.
200211$651,380$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Michael Wan, M.D. Inc. Target Benefit Plan-1$651,380$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200111$728,811$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Michael Wan, M.D. Inc. Target Benefit Plan-1$728,811$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200011$700,730$34,225$34,225iApproximate average salary by contribution assumption: employee only about $855,625 at 4% or $570,417 at 6%; with 50% employer match about $570,417 at 4% or $380,278 at 6%; with 100% employer match about $427,813 at 4% or $285,208 at 6%.
Michael Wan, M.D. Inc. Target Benefit Plan-1$700,730$34,225$34,225iApproximate average salary by contribution assumption: employee only about $855,625 at 4% or $570,417 at 6%; with 50% employer match about $570,417 at 4% or $380,278 at 6%; with 100% employer match about $427,813 at 4% or $285,208 at 6%.
199913$749,277$225,368$75,123iApproximate average salary by contribution assumption: employee only about $1,878,067 at 4% or $1,252,044 at 6%; with 50% employer match about $1,252,044 at 4% or $834,696 at 6%; with 100% employer match about $939,033 at 4% or $626,022 at 6%.
Michael Wan, M.D. Inc. Target Benefit Plan-3$749,277$225,368$75,123iApproximate average salary by contribution assumption: employee only about $1,878,067 at 4% or $1,252,044 at 6%; with 50% employer match about $1,252,044 at 4% or $834,696 at 6%; with 100% employer match about $939,033 at 4% or $626,022 at 6%.