Civic Intelligence

Wilson H. Luy Tan, M.D. Ltd.

Plan context: Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan

EIN 39-1845223 • Beaver Dam, WI • 31 filings • 13 plans

705 S. University Avenue, Suite 380Beaver Dam, WI 53916
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,536,443

2016 Contributions

$87,644

Historical Graphs

Total Assets Over Time

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

$1,605,298$802,649$0200020092015YearValue
$1,536,443Latest year 2015

Participants Over Time

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

22110200020082015YearValue
3Latest year 2015

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
201610$0$0-
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-0$0--
201513$1,536,443$87,644$29,215iApproximate average salary by contribution assumption: employee only about $730,367 at 4% or $486,911 at 6%; with 50% employer match about $486,911 at 4% or $324,607 at 6%; with 100% employer match about $365,183 at 4% or $243,456 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-3$1,536,443$87,644$29,215iApproximate average salary by contribution assumption: employee only about $730,367 at 4% or $486,911 at 6%; with 50% employer match about $486,911 at 4% or $324,607 at 6%; with 100% employer match about $365,183 at 4% or $243,456 at 6%.
201413$1,451,836$89,711$29,904iApproximate average salary by contribution assumption: employee only about $747,592 at 4% or $498,394 at 6%; with 50% employer match about $498,394 at 4% or $332,263 at 6%; with 100% employer match about $373,796 at 4% or $249,197 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-3$1,451,836$89,711$29,904iApproximate average salary by contribution assumption: employee only about $747,592 at 4% or $498,394 at 6%; with 50% employer match about $498,394 at 4% or $332,263 at 6%; with 100% employer match about $373,796 at 4% or $249,197 at 6%.
201323$1,280,432$83,744$27,915iApproximate average salary by contribution assumption: employee only about $697,867 at 4% or $465,244 at 6%; with 50% employer match about $465,244 at 4% or $310,163 at 6%; with 100% employer match about $348,933 at 4% or $232,622 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-3$1,280,432$83,744$27,915iApproximate average salary by contribution assumption: employee only about $697,867 at 4% or $465,244 at 6%; with 50% employer match about $465,244 at 4% or $310,163 at 6%; with 100% employer match about $348,933 at 4% or $232,622 at 6%.
WILSON H. LUY TAN, LTD. MONEY PURCHASE PLAN-0$0--
201223$1,605,298$103,765$34,588iApproximate average salary by contribution assumption: employee only about $864,708 at 4% or $576,472 at 6%; with 50% employer match about $576,472 at 4% or $384,315 at 6%; with 100% employer match about $432,354 at 4% or $288,236 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-3$1,145,351$58,865$19,622iApproximate average salary by contribution assumption: employee only about $490,542 at 4% or $327,028 at 6%; with 50% employer match about $327,028 at 4% or $218,019 at 6%; with 100% employer match about $245,271 at 4% or $163,514 at 6%.
WILSON H. LUY TAN, LTD. MONEY PURCHASE PLAN-3$459,947$44,900$14,967iApproximate average salary by contribution assumption: employee only about $374,167 at 4% or $249,444 at 6%; with 50% employer match about $249,444 at 4% or $166,296 at 6%; with 100% employer match about $187,083 at 4% or $124,722 at 6%.
201122$1,394,650$73,314$36,657iApproximate average salary by contribution assumption: employee only about $916,425 at 4% or $610,950 at 6%; with 50% employer match about $610,950 at 4% or $407,300 at 6%; with 100% employer match about $458,213 at 4% or $305,475 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2$979,089$37,278$18,639iApproximate average salary by contribution assumption: employee only about $465,975 at 4% or $310,650 at 6%; with 50% employer match about $310,650 at 4% or $207,100 at 6%; with 100% employer match about $232,988 at 4% or $155,325 at 6%.
WILSON H. LUY TAN, LTD. MONEY PURCHASE PLAN-2$415,561$36,036$18,018iApproximate average salary by contribution assumption: employee only about $450,450 at 4% or $300,300 at 6%; with 50% employer match about $300,300 at 4% or $200,200 at 6%; with 100% employer match about $225,225 at 4% or $150,150 at 6%.
201022$1,326,752$85,201$42,601iApproximate average salary by contribution assumption: employee only about $1,065,013 at 4% or $710,008 at 6%; with 50% employer match about $710,008 at 4% or $473,339 at 6%; with 100% employer match about $532,506 at 4% or $355,004 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2$912,509$59,865$29,933iApproximate average salary by contribution assumption: employee only about $748,313 at 4% or $498,875 at 6%; with 50% employer match about $498,875 at 4% or $332,583 at 6%; with 100% employer match about $374,156 at 4% or $249,438 at 6%.
WILSON H. LUYTAN M.D., LTD. MONEY PURCHASE PLAN-2$414,243$25,336$12,668iApproximate average salary by contribution assumption: employee only about $316,700 at 4% or $211,133 at 6%; with 50% employer match about $211,133 at 4% or $140,756 at 6%; with 100% employer match about $158,350 at 4% or $105,567 at 6%.
200922$1,209,841$54,313$27,157iApproximate average salary by contribution assumption: employee only about $678,913 at 4% or $452,608 at 6%; with 50% employer match about $452,608 at 4% or $301,739 at 6%; with 100% employer match about $339,456 at 4% or $226,304 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2$852,644$28,918$14,459iApproximate average salary by contribution assumption: employee only about $361,475 at 4% or $240,983 at 6%; with 50% employer match about $240,983 at 4% or $160,656 at 6%; with 100% employer match about $180,738 at 4% or $120,492 at 6%.
WILSON H. LUYTAN M.D., LTD. MONEY PURCHASE PENSION PLAN-2$357,197$25,395$12,698iApproximate average salary by contribution assumption: employee only about $317,438 at 4% or $211,625 at 6%; with 50% employer match about $211,625 at 4% or $141,083 at 6%; with 100% employer match about $158,719 at 4% or $105,813 at 6%.
200822$883,971$50,248$25,124iApproximate average salary by contribution assumption: employee only about $628,100 at 4% or $418,733 at 6%; with 50% employer match about $418,733 at 4% or $279,156 at 6%; with 100% employer match about $314,050 at 4% or $209,367 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2$625,900$26,710$13,355iApproximate average salary by contribution assumption: employee only about $333,875 at 4% or $222,583 at 6%; with 50% employer match about $222,583 at 4% or $148,389 at 6%; with 100% employer match about $166,938 at 4% or $111,292 at 6%.
WILSON H. LUYTAN M.D., LTD. MONEY PURCHASE PENSION PLAN-2$258,071$23,538$11,769iApproximate average salary by contribution assumption: employee only about $294,225 at 4% or $196,150 at 6%; with 50% employer match about $196,150 at 4% or $130,767 at 6%; with 100% employer match about $147,113 at 4% or $98,075 at 6%.
200722$0$0-
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2---
WILSON H LUYTAN MD LTD MONEY PURCHASE PENSION PLAN-2---
2006222$1,193,506$48,770$2,217iApproximate average salary by contribution assumption: employee only about $55,420 at 4% or $36,947 at 6%; with 50% employer match about $36,947 at 4% or $24,631 at 6%; with 100% employer match about $27,710 at 4% or $18,473 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-22$867,872$25,918$1,178iApproximate average salary by contribution assumption: employee only about $29,452 at 4% or $19,635 at 6%; with 50% employer match about $19,635 at 4% or $13,090 at 6%; with 100% employer match about $14,726 at 4% or $9,817 at 6%.
WILSON H LUYTAN MD LTD MONEY PURCHASE PENSION PLAN-2$325,634$22,852$11,426iApproximate average salary by contribution assumption: employee only about $285,650 at 4% or $190,433 at 6%; with 50% employer match about $190,433 at 4% or $126,956 at 6%; with 100% employer match about $142,825 at 4% or $95,217 at 6%.
200522$1,011,742$46,091$23,046iApproximate average salary by contribution assumption: employee only about $576,138 at 4% or $384,092 at 6%; with 50% employer match about $384,092 at 4% or $256,061 at 6%; with 100% employer match about $288,069 at 4% or $192,046 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2$742,752$24,439$12,220iApproximate average salary by contribution assumption: employee only about $305,488 at 4% or $203,658 at 6%; with 50% employer match about $203,658 at 4% or $135,772 at 6%; with 100% employer match about $152,744 at 4% or $101,829 at 6%.
WILSON H LUYTAN MD LTD MONEY PURCHASE PENSION PLAN-2$268,990$21,652$10,826iApproximate average salary by contribution assumption: employee only about $270,650 at 4% or $180,433 at 6%; with 50% employer match about $180,433 at 4% or $120,289 at 6%; with 100% employer match about $135,325 at 4% or $90,217 at 6%.
200423$930,494$46,673$15,558iApproximate average salary by contribution assumption: employee only about $388,942 at 4% or $259,294 at 6%; with 50% employer match about $259,294 at 4% or $172,863 at 6%; with 100% employer match about $194,471 at 4% or $129,647 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-3$689,166$24,965$8,322iApproximate average salary by contribution assumption: employee only about $208,042 at 4% or $138,694 at 6%; with 50% employer match about $138,694 at 4% or $92,463 at 6%; with 100% employer match about $104,021 at 4% or $69,347 at 6%.
WILSON H. LUYTAN MD LTD MONEY PURCHASE PENSION PLAN-3$241,328$21,708$7,236iApproximate average salary by contribution assumption: employee only about $180,900 at 4% or $120,600 at 6%; with 50% employer match about $120,600 at 4% or $80,400 at 6%; with 100% employer match about $90,450 at 4% or $60,300 at 6%.
200323$802,387$45,325$15,108iApproximate average salary by contribution assumption: employee only about $377,708 at 4% or $251,806 at 6%; with 50% employer match about $251,806 at 4% or $167,870 at 6%; with 100% employer match about $188,854 at 4% or $125,903 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-3$602,010$24,280$8,093iApproximate average salary by contribution assumption: employee only about $202,333 at 4% or $134,889 at 6%; with 50% employer match about $134,889 at 4% or $89,926 at 6%; with 100% employer match about $101,167 at 4% or $67,444 at 6%.
WILSON H. LUYTAN MD LTD MONEY PURCHASE PENSION PLAN-3$200,377$21,045$7,015iApproximate average salary by contribution assumption: employee only about $175,375 at 4% or $116,917 at 6%; with 50% employer match about $116,917 at 4% or $77,944 at 6%; with 100% employer match about $87,688 at 4% or $58,458 at 6%.
200223$0$0-
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2---
WILSON H. LUY TAN M.D. LTD. MONEY PURCHASE PENSION PLAN-3---
200122$0$0-
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-2---
WILSON H. LUY TAN M.D. LTD. MONEY PURCHASE PENSION PLAN-2---
200023$709,573$33,463$11,154iApproximate average salary by contribution assumption: employee only about $278,858 at 4% or $185,906 at 6%; with 50% employer match about $185,906 at 4% or $123,937 at 6%; with 100% employer match about $139,429 at 4% or $92,953 at 6%.
Wilson H. Luy Tan, M.D. Ltd. 401(K) Profit Sharing Plan-3$568,059$17,078$5,693iApproximate average salary by contribution assumption: employee only about $142,317 at 4% or $94,878 at 6%; with 50% employer match about $94,878 at 4% or $63,252 at 6%; with 100% employer match about $71,158 at 4% or $47,439 at 6%.
WILSON H. LUY TAN M.D., LTD. MONEY PURCHASE PENSION PLAN-3$141,514$16,385$5,462iApproximate average salary by contribution assumption: employee only about $136,542 at 4% or $91,028 at 6%; with 50% employer match about $91,028 at 4% or $60,685 at 6%; with 100% employer match about $68,271 at 4% or $45,514 at 6%.