Steve Wong, Dds
Plan context: Steve Wong, Dds, Ms 401(K) Retirement Plan
EIN 35-1874878 • South Bend, IN • 18 filings • 6 plans
Current Snapshot
Latest Year
2019
2019 Participants
9
2019 Assets
$2,033,944
2019 Contributions
$68,922
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 9 | $2,033,944 | $68,922 | $7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 9 | $2,033,944 | $68,922 | $7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%. |
| 2013 | 1 | 7 | $1,141,200 | $65,464 | $9,352iApproximate average salary by contribution assumption: employee only about $233,800 at 4% or $155,867 at 6%; with 50% employer match about $155,867 at 4% or $103,911 at 6%; with 100% employer match about $116,900 at 4% or $77,933 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 7 | $1,141,200 | $65,464 | $9,352iApproximate average salary by contribution assumption: employee only about $233,800 at 4% or $155,867 at 6%; with 50% employer match about $155,867 at 4% or $103,911 at 6%; with 100% employer match about $116,900 at 4% or $77,933 at 6%. |
| 2012 | 1 | 7 | $934,489 | $62,385 | $8,912iApproximate average salary by contribution assumption: employee only about $222,804 at 4% or $148,536 at 6%; with 50% employer match about $148,536 at 4% or $99,024 at 6%; with 100% employer match about $111,402 at 4% or $74,268 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 7 | $934,489 | $62,385 | $8,912iApproximate average salary by contribution assumption: employee only about $222,804 at 4% or $148,536 at 6%; with 50% employer match about $148,536 at 4% or $99,024 at 6%; with 100% employer match about $111,402 at 4% or $74,268 at 6%. |
| 2011 | 1 | 8 | $802,171 | $59,380 | $7,423iApproximate average salary by contribution assumption: employee only about $185,563 at 4% or $123,708 at 6%; with 50% employer match about $123,708 at 4% or $82,472 at 6%; with 100% employer match about $92,781 at 4% or $61,854 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 8 | $802,171 | $59,380 | $7,423iApproximate average salary by contribution assumption: employee only about $185,563 at 4% or $123,708 at 6%; with 50% employer match about $123,708 at 4% or $82,472 at 6%; with 100% employer match about $92,781 at 4% or $61,854 at 6%. |
| 2010 | 1 | 9 | $764,391 | $61,129 | $6,792iApproximate average salary by contribution assumption: employee only about $169,803 at 4% or $113,202 at 6%; with 50% employer match about $113,202 at 4% or $75,468 at 6%; with 100% employer match about $84,901 at 4% or $56,601 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 9 | $764,391 | $61,129 | $6,792iApproximate average salary by contribution assumption: employee only about $169,803 at 4% or $113,202 at 6%; with 50% employer match about $113,202 at 4% or $75,468 at 6%; with 100% employer match about $84,901 at 4% or $56,601 at 6%. |
| 2009 | 1 | 9 | $632,893 | $59,568 | $6,619iApproximate average salary by contribution assumption: employee only about $165,467 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,156 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 9 | $632,893 | $59,568 | $6,619iApproximate average salary by contribution assumption: employee only about $165,467 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,156 at 6%. |
| 2008 | 1 | 5 | $483,004 | $45,825 | $9,165iApproximate average salary by contribution assumption: employee only about $229,125 at 4% or $152,750 at 6%; with 50% employer match about $152,750 at 4% or $101,833 at 6%; with 100% employer match about $114,563 at 4% or $76,375 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 5 | $483,004 | $45,825 | $9,165iApproximate average salary by contribution assumption: employee only about $229,125 at 4% or $152,750 at 6%; with 50% employer match about $152,750 at 4% or $101,833 at 6%; with 100% employer match about $114,563 at 4% or $76,375 at 6%. |
| 2007 | 1 | 4 | $572,265 | $49,113 | $12,278iApproximate average salary by contribution assumption: employee only about $306,956 at 4% or $204,638 at 6%; with 50% employer match about $204,638 at 4% or $136,425 at 6%; with 100% employer match about $153,478 at 4% or $102,319 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 4 | $572,265 | $49,113 | $12,278iApproximate average salary by contribution assumption: employee only about $306,956 at 4% or $204,638 at 6%; with 50% employer match about $204,638 at 4% or $136,425 at 6%; with 100% employer match about $153,478 at 4% or $102,319 at 6%. |
| 2006 | 1 | 6 | $491,094 | $51,613 | $8,602iApproximate average salary by contribution assumption: employee only about $215,054 at 4% or $143,369 at 6%; with 50% employer match about $143,369 at 4% or $95,580 at 6%; with 100% employer match about $107,527 at 4% or $71,685 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 6 | $491,094 | $51,613 | $8,602iApproximate average salary by contribution assumption: employee only about $215,054 at 4% or $143,369 at 6%; with 50% employer match about $143,369 at 4% or $95,580 at 6%; with 100% employer match about $107,527 at 4% or $71,685 at 6%. |
| 2005 | 1 | 8 | $415,722 | $51,526 | $6,441iApproximate average salary by contribution assumption: employee only about $161,019 at 4% or $107,346 at 6%; with 50% employer match about $107,346 at 4% or $71,564 at 6%; with 100% employer match about $80,509 at 4% or $53,673 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 8 | $415,722 | $51,526 | $6,441iApproximate average salary by contribution assumption: employee only about $161,019 at 4% or $107,346 at 6%; with 50% employer match about $107,346 at 4% or $71,564 at 6%; with 100% employer match about $80,509 at 4% or $53,673 at 6%. |
| 2004 | 1 | 5 | $361,690 | $61,861 | $12,372iApproximate average salary by contribution assumption: employee only about $309,305 at 4% or $206,203 at 6%; with 50% employer match about $206,203 at 4% or $137,469 at 6%; with 100% employer match about $154,653 at 4% or $103,102 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 5 | $361,690 | $61,861 | $12,372iApproximate average salary by contribution assumption: employee only about $309,305 at 4% or $206,203 at 6%; with 50% employer match about $206,203 at 4% or $137,469 at 6%; with 100% employer match about $154,653 at 4% or $103,102 at 6%. |
| 2003 | 1 | 6 | $302,664 | $58,576 | $9,763iApproximate average salary by contribution assumption: employee only about $244,067 at 4% or $162,711 at 6%; with 50% employer match about $162,711 at 4% or $108,474 at 6%; with 100% employer match about $122,033 at 4% or $81,356 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 6 | $302,664 | $58,576 | $9,763iApproximate average salary by contribution assumption: employee only about $244,067 at 4% or $162,711 at 6%; with 50% employer match about $162,711 at 4% or $108,474 at 6%; with 100% employer match about $122,033 at 4% or $81,356 at 6%. |
| 2002 | 2 | 3 | $198,081 | $49,638 | $16,546iApproximate average salary by contribution assumption: employee only about $413,650 at 4% or $275,767 at 6%; with 50% employer match about $275,767 at 4% or $183,844 at 6%; with 100% employer match about $206,825 at 4% or $137,883 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 3 | $198,081 | $36,244 | $12,081iApproximate average salary by contribution assumption: employee only about $302,033 at 4% or $201,356 at 6%; with 50% employer match about $201,356 at 4% or $134,237 at 6%; with 100% employer match about $151,017 at 4% or $100,678 at 6%. |
| STEVE WONG, DDS MS MONEY PURCHASE PENSION PLAN | - | 0 | - | $13,394 | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 4 | - | - | - |
| STEVE WONG, DDS MS MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2000 | 2 | 3 | $117,159 | $24,877 | $8,292iApproximate average salary by contribution assumption: employee only about $207,308 at 4% or $138,206 at 6%; with 50% employer match about $138,206 at 4% or $92,137 at 6%; with 100% employer match about $103,654 at 4% or $69,103 at 6%. |
| Steve Wong, Dds, Ms 401(K) Retirement Plan | - | 3 | $117,159 | $24,877 | $8,292iApproximate average salary by contribution assumption: employee only about $207,308 at 4% or $138,206 at 6%; with 50% employer match about $138,206 at 4% or $92,137 at 6%; with 100% employer match about $103,654 at 4% or $69,103 at 6%. |
| STEVE WONG, DDS MS MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |