Simon Wu M.D. Ltd.
Plan context: Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan
EIN 36-4232080 • Kankakee, IL • 33 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$3,445,279
2025 Contributions
$93,747
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 6 | $3,445,279 | $93,747 | $15,625iApproximate average salary by contribution assumption: employee only about $390,613 at 4% or $260,408 at 6%; with 50% employer match about $260,408 at 4% or $173,606 at 6%; with 100% employer match about $195,306 at 4% or $130,204 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 6 | $2,464,480 | $83,747 | $13,958iApproximate average salary by contribution assumption: employee only about $348,946 at 4% or $232,631 at 6%; with 50% employer match about $232,631 at 4% or $155,087 at 6%; with 100% employer match about $174,473 at 4% or $116,315 at 6%. |
| Simon Wu M.D. Ltd. Cash Balance Plan | - | 4 | $980,799 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2024 | 2 | 5 | $2,797,863 | $58,456 | $11,691iApproximate average salary by contribution assumption: employee only about $292,280 at 4% or $194,853 at 6%; with 50% employer match about $194,853 at 4% or $129,902 at 6%; with 100% employer match about $146,140 at 4% or $97,427 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $1,981,789 | $43,456 | $8,691iApproximate average salary by contribution assumption: employee only about $217,280 at 4% or $144,853 at 6%; with 50% employer match about $144,853 at 4% or $96,569 at 6%; with 100% employer match about $108,640 at 4% or $72,427 at 6%. |
| Simon Wu M.D. Ltd. Cash Balance Plan | - | 4 | $816,074 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2023 | 2 | 6 | $2,291,696 | $208,911 | $34,819iApproximate average salary by contribution assumption: employee only about $870,463 at 4% or $580,308 at 6%; with 50% employer match about $580,308 at 4% or $386,872 at 6%; with 100% employer match about $435,231 at 4% or $290,154 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 6 | $1,615,114 | $52,502 | $8,750iApproximate average salary by contribution assumption: employee only about $218,758 at 4% or $145,839 at 6%; with 50% employer match about $145,839 at 4% or $97,226 at 6%; with 100% employer match about $109,379 at 4% or $72,919 at 6%. |
| Simon Wu M.D. Ltd. Cash Balance Plan | - | 4 | $676,582 | $156,409 | $39,102iApproximate average salary by contribution assumption: employee only about $977,556 at 4% or $651,704 at 6%; with 50% employer match about $651,704 at 4% or $434,469 at 6%; with 100% employer match about $488,778 at 4% or $325,852 at 6%. |
| 2022 | 2 | 6 | $1,628,318 | $195,452 | $32,575iApproximate average salary by contribution assumption: employee only about $814,383 at 4% or $542,922 at 6%; with 50% employer match about $542,922 at 4% or $361,948 at 6%; with 100% employer match about $407,192 at 4% or $271,461 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 6 | $1,187,500 | $54,059 | $9,010iApproximate average salary by contribution assumption: employee only about $225,246 at 4% or $150,164 at 6%; with 50% employer match about $150,164 at 4% or $100,109 at 6%; with 100% employer match about $112,623 at 4% or $75,082 at 6%. |
| Simon Wu M.D. Ltd. Cash Balance Plan | - | 5 | $440,818 | $141,393 | $28,279iApproximate average salary by contribution assumption: employee only about $706,965 at 4% or $471,310 at 6%; with 50% employer match about $471,310 at 4% or $314,207 at 6%; with 100% employer match about $353,483 at 4% or $235,655 at 6%. |
| 2021 | 2 | 5 | $2,538,232 | $185,425 | $37,085iApproximate average salary by contribution assumption: employee only about $927,125 at 4% or $618,083 at 6%; with 50% employer match about $618,083 at 4% or $412,056 at 6%; with 100% employer match about $463,563 at 4% or $309,042 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $2,123,604 | $52,361 | $10,472iApproximate average salary by contribution assumption: employee only about $261,805 at 4% or $174,537 at 6%; with 50% employer match about $174,537 at 4% or $116,358 at 6%; with 100% employer match about $130,903 at 4% or $87,268 at 6%. |
| Simon Wu M.D. Ltd. Cash Balance Plan | - | 4 | $414,628 | $133,064 | $33,266iApproximate average salary by contribution assumption: employee only about $831,650 at 4% or $554,433 at 6%; with 50% employer match about $554,433 at 4% or $369,622 at 6%; with 100% employer match about $415,825 at 4% or $277,217 at 6%. |
| 2020 | 2 | 5 | $2,430,320 | $179,174 | $35,835iApproximate average salary by contribution assumption: employee only about $895,870 at 4% or $597,247 at 6%; with 50% employer match about $597,247 at 4% or $398,164 at 6%; with 100% employer match about $447,935 at 4% or $298,623 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $2,161,291 | $53,239 | $10,648iApproximate average salary by contribution assumption: employee only about $266,195 at 4% or $177,463 at 6%; with 50% employer match about $177,463 at 4% or $118,309 at 6%; with 100% employer match about $133,098 at 4% or $88,732 at 6%. |
| Simon Wu M.D. Ltd. Cash Balance Plan | - | 3 | $269,029 | $125,935 | $41,978iApproximate average salary by contribution assumption: employee only about $1,049,458 at 4% or $699,639 at 6%; with 50% employer match about $699,639 at 4% or $466,426 at 6%; with 100% employer match about $524,729 at 4% or $349,819 at 6%. |
| 2019 | 2 | 4 | $2,196,251 | $182,466 | $45,617iApproximate average salary by contribution assumption: employee only about $1,140,413 at 4% or $760,275 at 6%; with 50% employer match about $760,275 at 4% or $506,850 at 6%; with 100% employer match about $570,206 at 4% or $380,138 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $2,056,103 | $51,526 | $12,882iApproximate average salary by contribution assumption: employee only about $322,038 at 4% or $214,692 at 6%; with 50% employer match about $214,692 at 4% or $143,128 at 6%; with 100% employer match about $161,019 at 4% or $107,346 at 6%. |
| Simon Wu M.D. Ltd. Cash Balance Plan | - | 4 | $140,148 | $130,940 | $32,735iApproximate average salary by contribution assumption: employee only about $818,375 at 4% or $545,583 at 6%; with 50% employer match about $545,583 at 4% or $363,722 at 6%; with 100% employer match about $409,188 at 4% or $272,792 at 6%. |
| 2018 | 1 | 5 | $1,505,654 | $69,100 | $13,820iApproximate average salary by contribution assumption: employee only about $345,500 at 4% or $230,333 at 6%; with 50% employer match about $230,333 at 4% or $153,556 at 6%; with 100% employer match about $172,750 at 4% or $115,167 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $1,505,654 | $69,100 | $13,820iApproximate average salary by contribution assumption: employee only about $345,500 at 4% or $230,333 at 6%; with 50% employer match about $230,333 at 4% or $153,556 at 6%; with 100% employer match about $172,750 at 4% or $115,167 at 6%. |
| 2017 | 1 | 4 | $1,584,022 | $67,920 | $16,980iApproximate average salary by contribution assumption: employee only about $424,500 at 4% or $283,000 at 6%; with 50% employer match about $283,000 at 4% or $188,667 at 6%; with 100% employer match about $212,250 at 4% or $141,500 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $1,584,022 | $67,920 | $16,980iApproximate average salary by contribution assumption: employee only about $424,500 at 4% or $283,000 at 6%; with 50% employer match about $283,000 at 4% or $188,667 at 6%; with 100% employer match about $212,250 at 4% or $141,500 at 6%. |
| 2016 | 1 | 4 | $1,109,144 | $67,849 | $16,962iApproximate average salary by contribution assumption: employee only about $424,056 at 4% or $282,704 at 6%; with 50% employer match about $282,704 at 4% or $188,469 at 6%; with 100% employer match about $212,028 at 4% or $141,352 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $1,109,144 | $67,849 | $16,962iApproximate average salary by contribution assumption: employee only about $424,056 at 4% or $282,704 at 6%; with 50% employer match about $282,704 at 4% or $188,469 at 6%; with 100% employer match about $212,028 at 4% or $141,352 at 6%. |
| 2015 | 1 | 4 | $985,360 | $69,348 | $17,337iApproximate average salary by contribution assumption: employee only about $433,425 at 4% or $288,950 at 6%; with 50% employer match about $288,950 at 4% or $192,633 at 6%; with 100% employer match about $216,713 at 4% or $144,475 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $985,360 | $69,348 | $17,337iApproximate average salary by contribution assumption: employee only about $433,425 at 4% or $288,950 at 6%; with 50% employer match about $288,950 at 4% or $192,633 at 6%; with 100% employer match about $216,713 at 4% or $144,475 at 6%. |
| 2014 | 1 | 5 | $896,156 | $64,979 | $12,996iApproximate average salary by contribution assumption: employee only about $324,895 at 4% or $216,597 at 6%; with 50% employer match about $216,597 at 4% or $144,398 at 6%; with 100% employer match about $162,448 at 4% or $108,298 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $896,156 | $64,979 | $12,996iApproximate average salary by contribution assumption: employee only about $324,895 at 4% or $216,597 at 6%; with 50% employer match about $216,597 at 4% or $144,398 at 6%; with 100% employer match about $162,448 at 4% or $108,298 at 6%. |
| 2013 | 1 | 4 | $801,528 | $62,481 | $15,620iApproximate average salary by contribution assumption: employee only about $390,506 at 4% or $260,338 at 6%; with 50% employer match about $260,338 at 4% or $173,558 at 6%; with 100% employer match about $195,253 at 4% or $130,169 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $801,528 | $62,481 | $15,620iApproximate average salary by contribution assumption: employee only about $390,506 at 4% or $260,338 at 6%; with 50% employer match about $260,338 at 4% or $173,558 at 6%; with 100% employer match about $195,253 at 4% or $130,169 at 6%. |
| 2012 | 1 | 6 | $657,630 | $47,737 | $7,956iApproximate average salary by contribution assumption: employee only about $198,904 at 4% or $132,603 at 6%; with 50% employer match about $132,603 at 4% or $88,402 at 6%; with 100% employer match about $99,452 at 4% or $66,301 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 6 | $657,630 | $47,737 | $7,956iApproximate average salary by contribution assumption: employee only about $198,904 at 4% or $132,603 at 6%; with 50% employer match about $132,603 at 4% or $88,402 at 6%; with 100% employer match about $99,452 at 4% or $66,301 at 6%. |
| 2011 | 1 | 5 | $587,649 | $52,747 | $10,549iApproximate average salary by contribution assumption: employee only about $263,735 at 4% or $175,823 at 6%; with 50% employer match about $175,823 at 4% or $117,216 at 6%; with 100% employer match about $131,868 at 4% or $87,912 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $587,649 | $52,747 | $10,549iApproximate average salary by contribution assumption: employee only about $263,735 at 4% or $175,823 at 6%; with 50% employer match about $175,823 at 4% or $117,216 at 6%; with 100% employer match about $131,868 at 4% or $87,912 at 6%. |
| 2010 | 1 | 5 | $557,571 | $64,704 | $12,941iApproximate average salary by contribution assumption: employee only about $323,520 at 4% or $215,680 at 6%; with 50% employer match about $215,680 at 4% or $143,787 at 6%; with 100% employer match about $161,760 at 4% or $107,840 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $557,571 | $64,704 | $12,941iApproximate average salary by contribution assumption: employee only about $323,520 at 4% or $215,680 at 6%; with 50% employer match about $215,680 at 4% or $143,787 at 6%; with 100% employer match about $161,760 at 4% or $107,840 at 6%. |
| 2009 | 1 | 5 | $444,743 | $57,814 | $11,563iApproximate average salary by contribution assumption: employee only about $289,070 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,476 at 6%; with 100% employer match about $144,535 at 4% or $96,357 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 5 | $444,743 | $57,814 | $11,563iApproximate average salary by contribution assumption: employee only about $289,070 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,476 at 6%; with 100% employer match about $144,535 at 4% or $96,357 at 6%. |
| 2008 | 1 | 3 | $909,954 | $0 | - |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 3 | $909,954 | - | - |
| 2007 | 1 | 3 | $393,675 | $31,269 | $10,423iApproximate average salary by contribution assumption: employee only about $260,575 at 4% or $173,717 at 6%; with 50% employer match about $173,717 at 4% or $115,811 at 6%; with 100% employer match about $130,288 at 4% or $86,858 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 3 | $393,675 | $31,269 | $10,423iApproximate average salary by contribution assumption: employee only about $260,575 at 4% or $173,717 at 6%; with 50% employer match about $173,717 at 4% or $115,811 at 6%; with 100% employer match about $130,288 at 4% or $86,858 at 6%. |
| 2006 | 1 | 3 | $314,147 | $65,907 | $21,969iApproximate average salary by contribution assumption: employee only about $549,225 at 4% or $366,150 at 6%; with 50% employer match about $366,150 at 4% or $244,100 at 6%; with 100% employer match about $274,613 at 4% or $183,075 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 3 | $314,147 | $65,907 | $21,969iApproximate average salary by contribution assumption: employee only about $549,225 at 4% or $366,150 at 6%; with 50% employer match about $366,150 at 4% or $244,100 at 6%; with 100% employer match about $274,613 at 4% or $183,075 at 6%. |
| 2005 | 1 | 4 | $224,941 | $40,103 | $10,026iApproximate average salary by contribution assumption: employee only about $250,644 at 4% or $167,096 at 6%; with 50% employer match about $167,096 at 4% or $111,397 at 6%; with 100% employer match about $125,322 at 4% or $83,548 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $224,941 | $40,103 | $10,026iApproximate average salary by contribution assumption: employee only about $250,644 at 4% or $167,096 at 6%; with 50% employer match about $167,096 at 4% or $111,397 at 6%; with 100% employer match about $125,322 at 4% or $83,548 at 6%. |
| 2004 | 1 | 4 | $166,896 | $44,905 | $11,226iApproximate average salary by contribution assumption: employee only about $280,656 at 4% or $187,104 at 6%; with 50% employer match about $187,104 at 4% or $124,736 at 6%; with 100% employer match about $140,328 at 4% or $93,552 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $166,896 | $44,905 | $11,226iApproximate average salary by contribution assumption: employee only about $280,656 at 4% or $187,104 at 6%; with 50% employer match about $187,104 at 4% or $124,736 at 6%; with 100% employer match about $140,328 at 4% or $93,552 at 6%. |
| 2003 | 1 | 4 | $109,290 | $18,698 | $4,675iApproximate average salary by contribution assumption: employee only about $116,863 at 4% or $77,908 at 6%; with 50% employer match about $77,908 at 4% or $51,939 at 6%; with 100% employer match about $58,431 at 4% or $38,954 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $109,290 | $18,698 | $4,675iApproximate average salary by contribution assumption: employee only about $116,863 at 4% or $77,908 at 6%; with 50% employer match about $77,908 at 4% or $51,939 at 6%; with 100% employer match about $58,431 at 4% or $38,954 at 6%. |
| 2002 | 1 | 4 | $79,525 | $60,303 | $15,076iApproximate average salary by contribution assumption: employee only about $376,894 at 4% or $251,263 at 6%; with 50% employer match about $251,263 at 4% or $167,508 at 6%; with 100% employer match about $188,447 at 4% or $125,631 at 6%. |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | $79,525 | $60,303 | $15,076iApproximate average salary by contribution assumption: employee only about $376,894 at 4% or $251,263 at 6%; with 50% employer match about $251,263 at 4% or $167,508 at 6%; with 100% employer match about $188,447 at 4% or $125,631 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 4 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Simon Wu M.D. Ltd. Employees Profit Sharing and Savings Plan | - | 3 | - | - | - |