Civic Intelligence

Herbert Kwok & Co. Inc.

Plan context: Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust

EIN 36-3252391 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

12

2008 Assets

$889,364

2008 Contributions

$18,000

Historical Graphs

Total Assets Over Time

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

$898,416$449,208$0199920042007YearValue
$889,364Latest year 2007

Participants Over Time

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

1580199920032007YearValue
12Latest year 2007

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
200810$0$0-
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-0---
2007112$889,364$0-
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-12$889,364--
2006113$898,416$0-
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-13$898,416--
2005114$856,704$0-
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-14$856,704--
2004112$790,600$18,000$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%.
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-12$790,600$18,000$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%.
2003113$715,234$20,000$1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-13$715,234$20,000$1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
2002115$549,658$6,300$420iApproximate average salary by contribution assumption: employee only about $10,500 at 4% or $7,000 at 6%; with 50% employer match about $7,000 at 4% or $4,667 at 6%; with 100% employer match about $5,250 at 4% or $3,500 at 6%.
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-15$549,658$6,300$420iApproximate average salary by contribution assumption: employee only about $10,500 at 4% or $7,000 at 6%; with 50% employer match about $7,000 at 4% or $4,667 at 6%; with 100% employer match about $5,250 at 4% or $3,500 at 6%.
2001114$0$0-
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-14---
2000113$647,273$25,000$1,923iApproximate average salary by contribution assumption: employee only about $48,077 at 4% or $32,051 at 6%; with 50% employer match about $32,051 at 4% or $21,368 at 6%; with 100% employer match about $24,038 at 4% or $16,026 at 6%.
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-13$647,273$25,000$1,923iApproximate average salary by contribution assumption: employee only about $48,077 at 4% or $32,051 at 6%; with 50% employer match about $32,051 at 4% or $21,368 at 6%; with 100% employer match about $24,038 at 4% or $16,026 at 6%.
1999113$695,623$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
Herbert Kwok & Co. Inc. Employees Profit Sharing Plan and Trust-13$695,623$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.