Civic Intelligence

Kwok Daniel Ltd LLP

Plan context: KWOK DANIEL, LTD, LLP CASH BALANCE PLAN

EIN 45-1998024 • Houston, TX • 20 filings • 2 plans

9805 Katy Freeway, Suite 850Houston, TX 77024
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$6,244,105

2024 Contributions

$941,050

Historical Graphs

Total Assets Over Time

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

$6,244,105$3,122,053$0201520202024YearValue
$6,244,105Latest year 2024

Participants Over Time

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

66330201520202024YearValue
66Latest 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
2024266$6,244,105$941,050$14,258iApproximate average salary by contribution assumption: employee only about $356,458 at 4% or $237,639 at 6%; with 50% employer match about $237,639 at 4% or $158,426 at 6%; with 100% employer match about $178,229 at 4% or $118,819 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-57$3,198,813$500,000$8,772iApproximate average salary by contribution assumption: employee only about $219,298 at 4% or $146,199 at 6%; with 50% employer match about $146,199 at 4% or $97,466 at 6%; with 100% employer match about $109,649 at 4% or $73,099 at 6%.
Kwok Daniel Ltd LLP 401K Plan-66$3,045,292$441,050$6,683iApproximate average salary by contribution assumption: employee only about $167,064 at 4% or $111,376 at 6%; with 50% employer match about $111,376 at 4% or $74,251 at 6%; with 100% employer match about $83,532 at 4% or $55,688 at 6%.
2023254$4,992,543$694,645$12,864iApproximate average salary by contribution assumption: employee only about $321,595 at 4% or $214,397 at 6%; with 50% employer match about $214,397 at 4% or $142,931 at 6%; with 100% employer match about $160,797 at 4% or $107,198 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-54$2,615,066$311,678$5,772iApproximate average salary by contribution assumption: employee only about $144,295 at 4% or $96,197 at 6%; with 50% employer match about $96,197 at 4% or $64,131 at 6%; with 100% employer match about $72,148 at 4% or $48,098 at 6%.
Kwok Daniel Ltd LLP 401K Plan-54$2,377,477$382,967$7,092iApproximate average salary by contribution assumption: employee only about $177,300 at 4% or $118,200 at 6%; with 50% employer match about $118,200 at 4% or $78,800 at 6%; with 100% employer match about $88,650 at 4% or $59,100 at 6%.
2022250$3,905,798$610,411$12,208iApproximate average salary by contribution assumption: employee only about $305,206 at 4% or $203,470 at 6%; with 50% employer match about $203,470 at 4% or $135,647 at 6%; with 100% employer match about $152,603 at 4% or $101,735 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-19$2,187,523$287,224$15,117iApproximate average salary by contribution assumption: employee only about $377,926 at 4% or $251,951 at 6%; with 50% employer match about $251,951 at 4% or $167,967 at 6%; with 100% employer match about $188,963 at 4% or $125,975 at 6%.
Kwok Daniel Ltd LLP 401K Plan-50$1,718,275$323,187$6,464iApproximate average salary by contribution assumption: employee only about $161,594 at 4% or $107,729 at 6%; with 50% employer match about $107,729 at 4% or $71,819 at 6%; with 100% employer match about $80,797 at 4% or $53,865 at 6%.
2021242$3,814,757$537,767$12,804iApproximate average salary by contribution assumption: employee only about $320,099 at 4% or $213,400 at 6%; with 50% employer match about $213,400 at 4% or $142,266 at 6%; with 100% employer match about $160,050 at 4% or $106,700 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-42$2,142,182$266,349$6,342iApproximate average salary by contribution assumption: employee only about $158,541 at 4% or $105,694 at 6%; with 50% employer match about $105,694 at 4% or $70,463 at 6%; with 100% employer match about $79,271 at 4% or $52,847 at 6%.
Kwok Daniel Ltd LLP 401K Plan-42$1,672,575$271,418$6,462iApproximate average salary by contribution assumption: employee only about $161,558 at 4% or $107,706 at 6%; with 50% employer match about $107,706 at 4% or $71,804 at 6%; with 100% employer match about $80,779 at 4% or $53,853 at 6%.
2020226$2,958,659$442,332$17,013iApproximate average salary by contribution assumption: employee only about $425,319 at 4% or $283,546 at 6%; with 50% employer match about $283,546 at 4% or $189,031 at 6%; with 100% employer match about $212,660 at 4% or $141,773 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-26$1,713,454$216,755$8,337iApproximate average salary by contribution assumption: employee only about $208,418 at 4% or $138,946 at 6%; with 50% employer match about $138,946 at 4% or $92,630 at 6%; with 100% employer match about $104,209 at 4% or $69,473 at 6%.
Kwok Daniel Ltd LLP 401K Plan-26$1,245,205$225,577$8,676iApproximate average salary by contribution assumption: employee only about $216,901 at 4% or $144,601 at 6%; with 50% employer match about $144,601 at 4% or $96,400 at 6%; with 100% employer match about $108,450 at 4% or $72,300 at 6%.
2019225$2,254,275$483,929$19,357iApproximate average salary by contribution assumption: employee only about $483,929 at 4% or $322,619 at 6%; with 50% employer match about $322,619 at 4% or $215,080 at 6%; with 100% employer match about $241,965 at 4% or $161,310 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-25$1,355,355$300,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Kwok Daniel Ltd LLP 401K Plan-22$898,920$183,929$8,360iApproximate average salary by contribution assumption: employee only about $209,010 at 4% or $139,340 at 6%; with 50% employer match about $139,340 at 4% or $92,893 at 6%; with 100% employer match about $104,505 at 4% or $69,670 at 6%.
2018222$1,560,652$452,196$20,554iApproximate average salary by contribution assumption: employee only about $513,859 at 4% or $342,573 at 6%; with 50% employer match about $342,573 at 4% or $228,382 at 6%; with 100% employer match about $256,930 at 4% or $171,286 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-22$947,516$275,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Kwok Daniel Ltd LLP 401K Plan-18$613,136$177,196$9,844iApproximate average salary by contribution assumption: employee only about $246,106 at 4% or $164,070 at 6%; with 50% employer match about $164,070 at 4% or $109,380 at 6%; with 100% employer match about $123,053 at 4% or $82,035 at 6%.
2017220$1,223,456$405,997$20,300iApproximate average salary by contribution assumption: employee only about $507,496 at 4% or $338,331 at 6%; with 50% employer match about $338,331 at 4% or $225,554 at 6%; with 100% employer match about $253,748 at 4% or $169,165 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-20$730,196$229,526$11,476iApproximate average salary by contribution assumption: employee only about $286,908 at 4% or $191,272 at 6%; with 50% employer match about $191,272 at 4% or $127,514 at 6%; with 100% employer match about $143,454 at 4% or $95,636 at 6%.
Kwok Daniel Ltd LLP 401K Plan-20$493,260$176,471$8,824iApproximate average salary by contribution assumption: employee only about $220,589 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,530 at 6%.
2016220$770,963$401,642$20,082iApproximate average salary by contribution assumption: employee only about $502,052 at 4% or $334,702 at 6%; with 50% employer match about $334,702 at 4% or $223,134 at 6%; with 100% employer match about $251,026 at 4% or $167,351 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-20$470,316$232,984$11,649iApproximate average salary by contribution assumption: employee only about $291,230 at 4% or $194,153 at 6%; with 50% employer match about $194,153 at 4% or $129,436 at 6%; with 100% employer match about $145,615 at 4% or $97,077 at 6%.
Kwok Daniel Ltd LLP 401K Plan-20$300,647$168,658$8,433iApproximate average salary by contribution assumption: employee only about $210,823 at 4% or $140,548 at 6%; with 50% employer match about $140,548 at 4% or $93,699 at 6%; with 100% employer match about $105,411 at 4% or $70,274 at 6%.
2015219$359,028$359,028$18,896iApproximate average salary by contribution assumption: employee only about $472,405 at 4% or $314,937 at 6%; with 50% employer match about $314,937 at 4% or $209,958 at 6%; with 100% employer match about $236,203 at 4% or $157,468 at 6%.
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN-19$231,098$231,098$12,163iApproximate average salary by contribution assumption: employee only about $304,076 at 4% or $202,718 at 6%; with 50% employer match about $202,718 at 4% or $135,145 at 6%; with 100% employer match about $152,038 at 4% or $101,359 at 6%.
Kwok Daniel Ltd LLP 401K Plan-19$127,930$127,930$6,733iApproximate average salary by contribution assumption: employee only about $168,329 at 4% or $112,219 at 6%; with 50% employer match about $112,219 at 4% or $74,813 at 6%; with 100% employer match about $84,164 at 4% or $56,110 at 6%.