Civic Intelligence

Wong & Knowles, CPA, PC

Plan context: Wong & Knowles Safe Harbor 401K Plan

EIN 36-3736728 • Lisle, IL • 25 filings • 3 plans

650 Warrenville Rd Ste 100Lisle, IL 60532-4315
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,723,661

2024 Contributions

$16,250

Historical Graphs

Total Assets Over Time

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

$2,723,661$1,361,831$0200020142024YearValue
$2,723,661Latest year 2024

Participants Over Time

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

530200020122024YearValue
2Latest year 2024

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
202412$2,723,661$0-
Wong & Knowles Safe Harbor 401K Plan-2$2,723,661$0-
202312$2,368,061$0-
Wong & Knowles Safe Harbor 401K Plan-2$2,368,061$0-
202212$2,002,724$0-
Wong & Knowles Safe Harbor 401K Plan-2$2,002,724$0-
202112$2,423,653$16,250$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$2,423,653$16,250$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
202012$2,029,997$43,928$21,964iApproximate average salary by contribution assumption: employee only about $549,100 at 4% or $366,067 at 6%; with 50% employer match about $366,067 at 4% or $244,044 at 6%; with 100% employer match about $274,550 at 4% or $183,033 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$2,029,997$43,928$21,964iApproximate average salary by contribution assumption: employee only about $549,100 at 4% or $366,067 at 6%; with 50% employer match about $366,067 at 4% or $244,044 at 6%; with 100% employer match about $274,550 at 4% or $183,033 at 6%.
201912$1,660,605$45,902$22,951iApproximate average salary by contribution assumption: employee only about $573,775 at 4% or $382,517 at 6%; with 50% employer match about $382,517 at 4% or $255,011 at 6%; with 100% employer match about $286,888 at 4% or $191,258 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$1,660,605$45,902$22,951iApproximate average salary by contribution assumption: employee only about $573,775 at 4% or $382,517 at 6%; with 50% employer match about $382,517 at 4% or $255,011 at 6%; with 100% employer match about $286,888 at 4% or $191,258 at 6%.
201812$1,311,071$59,961$29,981iApproximate average salary by contribution assumption: employee only about $749,513 at 4% or $499,675 at 6%; with 50% employer match about $499,675 at 4% or $333,117 at 6%; with 100% employer match about $374,756 at 4% or $249,838 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$1,311,071$59,961$29,981iApproximate average salary by contribution assumption: employee only about $749,513 at 4% or $499,675 at 6%; with 50% employer match about $499,675 at 4% or $333,117 at 6%; with 100% employer match about $374,756 at 4% or $249,838 at 6%.
201712$1,319,504$37,294$18,647iApproximate average salary by contribution assumption: employee only about $466,175 at 4% or $310,783 at 6%; with 50% employer match about $310,783 at 4% or $207,189 at 6%; with 100% employer match about $233,088 at 4% or $155,392 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$1,319,504$37,294$18,647iApproximate average salary by contribution assumption: employee only about $466,175 at 4% or $310,783 at 6%; with 50% employer match about $310,783 at 4% or $207,189 at 6%; with 100% employer match about $233,088 at 4% or $155,392 at 6%.
201612$1,094,964$45,880$22,940iApproximate average salary by contribution assumption: employee only about $573,500 at 4% or $382,333 at 6%; with 50% employer match about $382,333 at 4% or $254,889 at 6%; with 100% employer match about $286,750 at 4% or $191,167 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$1,094,964$45,880$22,940iApproximate average salary by contribution assumption: employee only about $573,500 at 4% or $382,333 at 6%; with 50% employer match about $382,333 at 4% or $254,889 at 6%; with 100% employer match about $286,750 at 4% or $191,167 at 6%.
201512$971,208$41,897$20,949iApproximate average salary by contribution assumption: employee only about $523,713 at 4% or $349,142 at 6%; with 50% employer match about $349,142 at 4% or $232,761 at 6%; with 100% employer match about $261,856 at 4% or $174,571 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$971,208$41,897$20,949iApproximate average salary by contribution assumption: employee only about $523,713 at 4% or $349,142 at 6%; with 50% employer match about $349,142 at 4% or $232,761 at 6%; with 100% employer match about $261,856 at 4% or $174,571 at 6%.
201412$921,640$36,658$18,329iApproximate average salary by contribution assumption: employee only about $458,225 at 4% or $305,483 at 6%; with 50% employer match about $305,483 at 4% or $203,656 at 6%; with 100% employer match about $229,113 at 4% or $152,742 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$921,640$36,658$18,329iApproximate average salary by contribution assumption: employee only about $458,225 at 4% or $305,483 at 6%; with 50% employer match about $305,483 at 4% or $203,656 at 6%; with 100% employer match about $229,113 at 4% or $152,742 at 6%.
201312$819,715$33,716$16,858iApproximate average salary by contribution assumption: employee only about $421,450 at 4% or $280,967 at 6%; with 50% employer match about $280,967 at 4% or $187,311 at 6%; with 100% employer match about $210,725 at 4% or $140,483 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$819,715$33,716$16,858iApproximate average salary by contribution assumption: employee only about $421,450 at 4% or $280,967 at 6%; with 50% employer match about $280,967 at 4% or $187,311 at 6%; with 100% employer match about $210,725 at 4% or $140,483 at 6%.
201212$651,730$14,250$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$651,730$14,250$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
201112$0$49,652$24,826iApproximate average salary by contribution assumption: employee only about $620,650 at 4% or $413,767 at 6%; with 50% employer match about $413,767 at 4% or $275,844 at 6%; with 100% employer match about $310,325 at 4% or $206,883 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2-$49,652$24,826iApproximate average salary by contribution assumption: employee only about $620,650 at 4% or $413,767 at 6%; with 50% employer match about $413,767 at 4% or $275,844 at 6%; with 100% employer match about $310,325 at 4% or $206,883 at 6%.
201012$511,048$49,494$24,747iApproximate average salary by contribution assumption: employee only about $618,675 at 4% or $412,450 at 6%; with 50% employer match about $412,450 at 4% or $274,967 at 6%; with 100% employer match about $309,338 at 4% or $206,225 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$511,048$49,494$24,747iApproximate average salary by contribution assumption: employee only about $618,675 at 4% or $412,450 at 6%; with 50% employer match about $412,450 at 4% or $274,967 at 6%; with 100% employer match about $309,338 at 4% or $206,225 at 6%.
200912$418,791$66,647$33,324iApproximate average salary by contribution assumption: employee only about $833,088 at 4% or $555,392 at 6%; with 50% employer match about $555,392 at 4% or $370,261 at 6%; with 100% employer match about $416,544 at 4% or $277,696 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$418,791$66,647$33,324iApproximate average salary by contribution assumption: employee only about $833,088 at 4% or $555,392 at 6%; with 50% employer match about $555,392 at 4% or $370,261 at 6%; with 100% employer match about $416,544 at 4% or $277,696 at 6%.
200812$298,079$43,007$21,504iApproximate average salary by contribution assumption: employee only about $537,588 at 4% or $358,392 at 6%; with 50% employer match about $358,392 at 4% or $238,928 at 6%; with 100% employer match about $268,794 at 4% or $179,196 at 6%.
Wong & Knowles Safe Harbor 401K Plan-2$298,079$43,007$21,504iApproximate average salary by contribution assumption: employee only about $537,588 at 4% or $358,392 at 6%; with 50% employer match about $358,392 at 4% or $238,928 at 6%; with 100% employer match about $268,794 at 4% or $179,196 at 6%.
200713$0$0-
Wong & Knowles Safe Harbor 401K Plan-3---
200613$338,684$43,942$14,647iApproximate average salary by contribution assumption: employee only about $366,183 at 4% or $244,122 at 6%; with 50% employer match about $244,122 at 4% or $162,748 at 6%; with 100% employer match about $183,092 at 4% or $122,061 at 6%.
Wong & Knowles Safe Harbor 401K Plan-3$338,684$43,942$14,647iApproximate average salary by contribution assumption: employee only about $366,183 at 4% or $244,122 at 6%; with 50% employer match about $244,122 at 4% or $162,748 at 6%; with 100% employer match about $183,092 at 4% or $122,061 at 6%.
200514$272,864$52,464$13,116iApproximate average salary by contribution assumption: employee only about $327,900 at 4% or $218,600 at 6%; with 50% employer match about $218,600 at 4% or $145,733 at 6%; with 100% employer match about $163,950 at 4% or $109,300 at 6%.
Wong & Knowles Safe Harbor 401K Plan-4$272,864$52,464$13,116iApproximate average salary by contribution assumption: employee only about $327,900 at 4% or $218,600 at 6%; with 50% employer match about $218,600 at 4% or $145,733 at 6%; with 100% employer match about $163,950 at 4% or $109,300 at 6%.
200415$213,733$33,778$6,756iApproximate average salary by contribution assumption: employee only about $168,890 at 4% or $112,593 at 6%; with 50% employer match about $112,593 at 4% or $75,062 at 6%; with 100% employer match about $84,445 at 4% or $56,297 at 6%.
Wong & Knowles Safe Harbor 401K Plan-5$213,733$33,778$6,756iApproximate average salary by contribution assumption: employee only about $168,890 at 4% or $112,593 at 6%; with 50% employer match about $112,593 at 4% or $75,062 at 6%; with 100% employer match about $84,445 at 4% or $56,297 at 6%.
200314$184,915$29,986$7,497iApproximate average salary by contribution assumption: employee only about $187,413 at 4% or $124,942 at 6%; with 50% employer match about $124,942 at 4% or $83,294 at 6%; with 100% employer match about $93,706 at 4% or $62,471 at 6%.
Wong & Knowles Safe Harbor 401K Plan-4$184,915$29,986$7,497iApproximate average salary by contribution assumption: employee only about $187,413 at 4% or $124,942 at 6%; with 50% employer match about $124,942 at 4% or $83,294 at 6%; with 100% employer match about $93,706 at 4% or $62,471 at 6%.
200213$137,530$22,826$7,609iApproximate average salary by contribution assumption: employee only about $190,217 at 4% or $126,811 at 6%; with 50% employer match about $126,811 at 4% or $84,541 at 6%; with 100% employer match about $95,108 at 4% or $63,406 at 6%.
Wong & Knowles Safe Harbor 401K Plan-3$137,530$22,826$7,609iApproximate average salary by contribution assumption: employee only about $190,217 at 4% or $126,811 at 6%; with 50% employer match about $126,811 at 4% or $84,541 at 6%; with 100% employer match about $95,108 at 4% or $63,406 at 6%.
200114$0$0-
Wong & Knowles Safe Harbor 401K Plan-4---
200015$124,988$18,761$3,752iApproximate average salary by contribution assumption: employee only about $93,805 at 4% or $62,537 at 6%; with 50% employer match about $62,537 at 4% or $41,691 at 6%; with 100% employer match about $46,903 at 4% or $31,268 at 6%.
Wong & Knowles Safe Harbor 401K Plan-5$124,988$18,761$3,752iApproximate average salary by contribution assumption: employee only about $93,805 at 4% or $62,537 at 6%; with 50% employer match about $62,537 at 4% or $41,691 at 6%; with 100% employer match about $46,903 at 4% or $31,268 at 6%.