Civic Intelligence

Yu-Sheng Wu

Plan context: Yu-Sheng Wu 401(K) Plan

EIN 33-0873956 • Upland, CA • 7 filings • 3 plans

299 Clark StreetUpland, CA 91784
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$508,008

2011 Contributions

$60,500

Historical Graphs

Total Assets Over Time

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

$2,644,160$1,322,080$0200620092011YearValue
$508,008Latest year 2011

Participants Over Time

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

210200620092011YearValue
2Latest year 2011

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
201112$508,008$60,500$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
Yu-Sheng Wu 401(K) Plan-2$508,008$60,500$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
201021$2,644,160$307,000$307,000iApproximate average salary by contribution assumption: employee only about $7,675,000 at 4% or $5,116,667 at 6%; with 50% employer match about $5,116,667 at 4% or $3,411,111 at 6%; with 100% employer match about $3,837,500 at 4% or $2,558,333 at 6%.
YU-SHENG WU DEFINED BENEFIT PENSION PLAN-1$2,121,740$285,000$285,000iApproximate average salary by contribution assumption: employee only about $7,125,000 at 4% or $4,750,000 at 6%; with 50% employer match about $4,750,000 at 4% or $3,166,667 at 6%; with 100% employer match about $3,562,500 at 4% or $2,375,000 at 6%.
Yu-Sheng Wu 401(K) Plan-1$522,420$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200911$431,479$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Yu-Sheng Wu 401(K) Plan-1$431,479$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200811$306,276$34,300$34,300iApproximate average salary by contribution assumption: employee only about $857,500 at 4% or $571,667 at 6%; with 50% employer match about $571,667 at 4% or $381,111 at 6%; with 100% employer match about $428,750 at 4% or $285,833 at 6%.
Yu-Sheng Wu 401(K) Plan-1$306,276$34,300$34,300iApproximate average salary by contribution assumption: employee only about $857,500 at 4% or $571,667 at 6%; with 50% employer match about $571,667 at 4% or $381,111 at 6%; with 100% employer match about $428,750 at 4% or $285,833 at 6%.
200711$0$0-
Yu-Sheng Wu 401(K) Plan-1---
200611$457,972$457,972$457,972iApproximate average salary by contribution assumption: employee only about $11,449,300 at 4% or $7,632,867 at 6%; with 50% employer match about $7,632,867 at 4% or $5,088,578 at 6%; with 100% employer match about $5,724,650 at 4% or $3,816,433 at 6%.
Yu-Sheng Wu 401(K) Plan-1$457,972$457,972$457,972iApproximate average salary by contribution assumption: employee only about $11,449,300 at 4% or $7,632,867 at 6%; with 50% employer match about $7,632,867 at 4% or $5,088,578 at 6%; with 100% employer match about $5,724,650 at 4% or $3,816,433 at 6%.