Civic Intelligence

Grace M. Wang, CPA, a Professional Corp.

Plan context: GRACE WANG CPA PENSION PLAN

EIN 45-4320710 • San Gabriel, CA • 28 filings • 2 plans

7220 Rosemead Blvd., Suite #206San Gabriel, CA 91775
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,766,212

2024 Contributions

$191,313

Historical Graphs

Total Assets Over Time

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

$2,766,212$1,383,106$0201120182024YearValue
$2,766,212Latest year 2024

Participants Over Time

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

530201120182024YearValue
4Latest 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
202424$2,766,212$191,313$47,828iApproximate average salary by contribution assumption: employee only about $1,195,706 at 4% or $797,138 at 6%; with 50% employer match about $797,138 at 4% or $531,425 at 6%; with 100% employer match about $597,853 at 4% or $398,569 at 6%.
GRACE WANG CPA PENSION PLAN-3$2,282,575$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Grace Wang CPA Retirement Plan-4$483,637$41,313$10,328iApproximate average salary by contribution assumption: employee only about $258,206 at 4% or $172,138 at 6%; with 50% employer match about $172,138 at 4% or $114,758 at 6%; with 100% employer match about $129,103 at 4% or $86,069 at 6%.
202324$2,448,142$201,225$50,306iApproximate average salary by contribution assumption: employee only about $1,257,656 at 4% or $838,438 at 6%; with 50% employer match about $838,438 at 4% or $558,958 at 6%; with 100% employer match about $628,828 at 4% or $419,219 at 6%.
GRACE WANG CPA PENSION PLAN-4$2,028,235$160,950$40,238iApproximate average salary by contribution assumption: employee only about $1,005,938 at 4% or $670,625 at 6%; with 50% employer match about $670,625 at 4% or $447,083 at 6%; with 100% employer match about $502,969 at 4% or $335,313 at 6%.
Grace Wang CPA Retirement Plan-4$419,907$40,275$10,069iApproximate average salary by contribution assumption: employee only about $251,719 at 4% or $167,813 at 6%; with 50% employer match about $167,813 at 4% or $111,875 at 6%; with 100% employer match about $125,859 at 4% or $83,906 at 6%.
202224$2,101,793$218,765$54,691iApproximate average salary by contribution assumption: employee only about $1,367,281 at 4% or $911,521 at 6%; with 50% employer match about $911,521 at 4% or $607,681 at 6%; with 100% employer match about $683,641 at 4% or $455,760 at 6%.
GRACE WANG CPA PENSION PLAN-3$1,725,169$181,765$60,588iApproximate average salary by contribution assumption: employee only about $1,514,708 at 4% or $1,009,806 at 6%; with 50% employer match about $1,009,806 at 4% or $673,204 at 6%; with 100% employer match about $757,354 at 4% or $504,903 at 6%.
Grace Wang CPA Retirement Plan-4$376,624$37,000$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
202124$2,092,598$217,519$54,380iApproximate average salary by contribution assumption: employee only about $1,359,494 at 4% or $906,329 at 6%; with 50% employer match about $906,329 at 4% or $604,219 at 6%; with 100% employer match about $679,747 at 4% or $453,165 at 6%.
GRACE WANG CPA PENSION PLAN-3$1,720,667$181,519$60,506iApproximate average salary by contribution assumption: employee only about $1,512,658 at 4% or $1,008,439 at 6%; with 50% employer match about $1,008,439 at 4% or $672,293 at 6%; with 100% employer match about $756,329 at 4% or $504,219 at 6%.
Grace Wang CPA Retirement Plan-4$371,931$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
202025$1,857,443$217,589$43,518iApproximate average salary by contribution assumption: employee only about $1,087,945 at 4% or $725,297 at 6%; with 50% employer match about $725,297 at 4% or $483,531 at 6%; with 100% employer match about $543,973 at 4% or $362,648 at 6%.
GRACE WANG CPA PENSION PLAN-3$1,508,235$180,880$60,293iApproximate average salary by contribution assumption: employee only about $1,507,333 at 4% or $1,004,889 at 6%; with 50% employer match about $1,004,889 at 4% or $669,926 at 6%; with 100% employer match about $753,667 at 4% or $502,444 at 6%.
Grace Wang CPA Retirement Plan-5$349,208$36,709$7,342iApproximate average salary by contribution assumption: employee only about $183,545 at 4% or $122,363 at 6%; with 50% employer match about $122,363 at 4% or $81,576 at 6%; with 100% employer match about $91,773 at 4% or $61,182 at 6%.
201924$1,629,653$206,779$51,695iApproximate average salary by contribution assumption: employee only about $1,292,369 at 4% or $861,579 at 6%; with 50% employer match about $861,579 at 4% or $574,386 at 6%; with 100% employer match about $646,184 at 4% or $430,790 at 6%.
GRACE WANG CPA PENSION PLAN-2$1,313,611$171,137$85,569iApproximate average salary by contribution assumption: employee only about $2,139,213 at 4% or $1,426,142 at 6%; with 50% employer match about $1,426,142 at 4% or $950,761 at 6%; with 100% employer match about $1,069,606 at 4% or $713,071 at 6%.
Grace Wang CPA Retirement Plan-4$316,042$35,642$8,911iApproximate average salary by contribution assumption: employee only about $222,763 at 4% or $148,508 at 6%; with 50% employer match about $148,508 at 4% or $99,006 at 6%; with 100% employer match about $111,381 at 4% or $74,254 at 6%.
201824$1,371,126$239,481$59,870iApproximate average salary by contribution assumption: employee only about $1,496,756 at 4% or $997,838 at 6%; with 50% employer match about $997,838 at 4% or $665,225 at 6%; with 100% employer match about $748,378 at 4% or $498,919 at 6%.
GRACE WANG CPA PENSION PLAN-3$1,097,926$205,799$68,600iApproximate average salary by contribution assumption: employee only about $1,714,992 at 4% or $1,143,328 at 6%; with 50% employer match about $1,143,328 at 4% or $762,219 at 6%; with 100% employer match about $857,496 at 4% or $571,664 at 6%.
Grace Wang CPA Retirement Plan-4$273,200$33,682$8,421iApproximate average salary by contribution assumption: employee only about $210,513 at 4% or $140,342 at 6%; with 50% employer match about $140,342 at 4% or $93,561 at 6%; with 100% employer match about $105,256 at 4% or $70,171 at 6%.
201723$1,105,781$269,049$89,683iApproximate average salary by contribution assumption: employee only about $2,242,075 at 4% or $1,494,717 at 6%; with 50% employer match about $1,494,717 at 4% or $996,478 at 6%; with 100% employer match about $1,121,038 at 4% or $747,358 at 6%.
GRACE WANG CPA PENSION PLAN-3$872,156$235,989$78,663iApproximate average salary by contribution assumption: employee only about $1,966,575 at 4% or $1,311,050 at 6%; with 50% employer match about $1,311,050 at 4% or $874,033 at 6%; with 100% employer match about $983,288 at 4% or $655,525 at 6%.
Grace Wang CPA Retirement Plan-3$233,625$33,060$11,020iApproximate average salary by contribution assumption: employee only about $275,500 at 4% or $183,667 at 6%; with 50% employer match about $183,667 at 4% or $122,444 at 6%; with 100% employer match about $137,750 at 4% or $91,833 at 6%.
201623$772,655$188,564$62,855iApproximate average salary by contribution assumption: employee only about $1,571,367 at 4% or $1,047,578 at 6%; with 50% employer match about $1,047,578 at 4% or $698,385 at 6%; with 100% employer match about $785,683 at 4% or $523,789 at 6%.
GRACE WANG CPA PENSION PLAN-3$597,474$154,739$51,580iApproximate average salary by contribution assumption: employee only about $1,289,492 at 4% or $859,661 at 6%; with 50% employer match about $859,661 at 4% or $573,107 at 6%; with 100% employer match about $644,746 at 4% or $429,831 at 6%.
Grace Wang CPA Retirement Plan-3$175,181$33,825$11,275iApproximate average salary by contribution assumption: employee only about $281,875 at 4% or $187,917 at 6%; with 50% employer match about $187,917 at 4% or $125,278 at 6%; with 100% employer match about $140,938 at 4% or $93,958 at 6%.
201523$617,787$165,648$55,216iApproximate average salary by contribution assumption: employee only about $1,380,400 at 4% or $920,267 at 6%; with 50% employer match about $920,267 at 4% or $613,511 at 6%; with 100% employer match about $690,200 at 4% or $460,133 at 6%.
GRACE WANG CPA PENSION PLAN-3$460,185$131,738$43,913iApproximate average salary by contribution assumption: employee only about $1,097,817 at 4% or $731,878 at 6%; with 50% employer match about $731,878 at 4% or $487,919 at 6%; with 100% employer match about $548,908 at 4% or $365,939 at 6%.
Grace Wang CPA Retirement Plan-3$157,602$33,910$11,303iApproximate average salary by contribution assumption: employee only about $282,583 at 4% or $188,389 at 6%; with 50% employer match about $188,389 at 4% or $125,593 at 6%; with 100% employer match about $141,292 at 4% or $94,194 at 6%.
201423$454,912$156,345$52,115iApproximate average salary by contribution assumption: employee only about $1,302,875 at 4% or $868,583 at 6%; with 50% employer match about $868,583 at 4% or $579,056 at 6%; with 100% employer match about $651,438 at 4% or $434,292 at 6%.
GRACE WANG CPA PENSION PLAN-3$333,330$124,500$41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%.
Grace Wang CPA Retirement Plan-3$121,582$31,845$10,615iApproximate average salary by contribution assumption: employee only about $265,375 at 4% or $176,917 at 6%; with 50% employer match about $176,917 at 4% or $117,944 at 6%; with 100% employer match about $132,688 at 4% or $88,458 at 6%.
201323$283,146$117,565$39,188iApproximate average salary by contribution assumption: employee only about $979,708 at 4% or $653,139 at 6%; with 50% employer match about $653,139 at 4% or $435,426 at 6%; with 100% employer match about $489,854 at 4% or $326,569 at 6%.
GRACE WANG CPA PENSION PLAN-3$198,169$86,019$28,673iApproximate average salary by contribution assumption: employee only about $716,825 at 4% or $477,883 at 6%; with 50% employer match about $477,883 at 4% or $318,589 at 6%; with 100% employer match about $358,413 at 4% or $238,942 at 6%.
Grace Wang CPA Retirement Plan-3$84,977$31,546$10,515iApproximate average salary by contribution assumption: employee only about $262,883 at 4% or $175,256 at 6%; with 50% employer match about $175,256 at 4% or $116,837 at 6%; with 100% employer match about $131,442 at 4% or $87,628 at 6%.
201222$181,143$102,855$51,428iApproximate average salary by contribution assumption: employee only about $1,285,688 at 4% or $857,125 at 6%; with 50% employer match about $857,125 at 4% or $571,417 at 6%; with 100% employer match about $642,844 at 4% or $428,563 at 6%.
GRACE WANG CPA PENSION PLAN-2$122,106$74,180$37,090iApproximate average salary by contribution assumption: employee only about $927,250 at 4% or $618,167 at 6%; with 50% employer match about $618,167 at 4% or $412,111 at 6%; with 100% employer match about $463,625 at 4% or $309,083 at 6%.
Grace Wang CPA Retirement Plan-2$59,037$28,675$14,338iApproximate average salary by contribution assumption: employee only about $358,438 at 4% or $238,958 at 6%; with 50% employer match about $238,958 at 4% or $159,306 at 6%; with 100% employer match about $179,219 at 4% or $119,479 at 6%.
201123$77,049$77,049$25,683iApproximate average salary by contribution assumption: employee only about $642,075 at 4% or $428,050 at 6%; with 50% employer match about $428,050 at 4% or $285,367 at 6%; with 100% employer match about $321,038 at 4% or $214,025 at 6%.
GRACE WANG CPA PENSION PLAN-3$48,409$48,409$16,136iApproximate average salary by contribution assumption: employee only about $403,408 at 4% or $268,939 at 6%; with 50% employer match about $268,939 at 4% or $179,293 at 6%; with 100% employer match about $201,704 at 4% or $134,469 at 6%.
Grace Wang CPA Retirement Plan-2$28,640$28,640$14,320iApproximate average salary by contribution assumption: employee only about $358,000 at 4% or $238,667 at 6%; with 50% employer match about $238,667 at 4% or $159,111 at 6%; with 100% employer match about $179,000 at 4% or $119,333 at 6%.