Civic Intelligence

Jonathan S Wong Dds Inc

Plan context: WONG KOMURA 401(K) RETIREMENT PLAN

EIN 45-5334662 • Ojai, CA • 13 filings • 3 plans

P.O. Box 997Ojai, CA 93024
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,407,581

2024 Contributions

$153,400

Historical Graphs

Total Assets Over Time

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

$1,407,581$703,791$0201320192024YearValue
$1,407,581Latest year 2024

Participants Over Time

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

1260201320192024YearValue
11Latest 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
2024111$1,407,581$153,400$13,945iApproximate average salary by contribution assumption: employee only about $348,636 at 4% or $232,424 at 6%; with 50% employer match about $232,424 at 4% or $154,949 at 6%; with 100% employer match about $174,318 at 4% or $116,212 at 6%.
WONG KOMURA 401(K) RETIREMENT PLAN-11$1,407,581$153,400$13,945iApproximate average salary by contribution assumption: employee only about $348,636 at 4% or $232,424 at 6%; with 50% employer match about $232,424 at 4% or $154,949 at 6%; with 100% employer match about $174,318 at 4% or $116,212 at 6%.
2023110$1,079,957$149,643$14,964iApproximate average salary by contribution assumption: employee only about $374,108 at 4% or $249,405 at 6%; with 50% employer match about $249,405 at 4% or $166,270 at 6%; with 100% employer match about $187,054 at 4% or $124,703 at 6%.
WONG KOMURA 401(K) RETIREMENT PLAN-10$1,079,957$149,643$14,964iApproximate average salary by contribution assumption: employee only about $374,108 at 4% or $249,405 at 6%; with 50% employer match about $249,405 at 4% or $166,270 at 6%; with 100% employer match about $187,054 at 4% or $124,703 at 6%.
202218$779,038$124,742$15,593iApproximate average salary by contribution assumption: employee only about $389,819 at 4% or $259,879 at 6%; with 50% employer match about $259,879 at 4% or $173,253 at 6%; with 100% employer match about $194,909 at 4% or $129,940 at 6%.
WONG KOMURA 401(K) RETIREMENT PLAN-8$779,038$124,742$15,593iApproximate average salary by contribution assumption: employee only about $389,819 at 4% or $259,879 at 6%; with 50% employer match about $259,879 at 4% or $173,253 at 6%; with 100% employer match about $194,909 at 4% or $129,940 at 6%.
202119$817,457$112,838$12,538iApproximate average salary by contribution assumption: employee only about $313,439 at 4% or $208,959 at 6%; with 50% employer match about $208,959 at 4% or $139,306 at 6%; with 100% employer match about $156,719 at 4% or $104,480 at 6%.
WONG KOMURA 401(K) RETIREMENT PLAN-9$817,457$112,838$12,538iApproximate average salary by contribution assumption: employee only about $313,439 at 4% or $208,959 at 6%; with 50% employer match about $208,959 at 4% or $139,306 at 6%; with 100% employer match about $156,719 at 4% or $104,480 at 6%.
202017$628,814$85,103$12,158iApproximate average salary by contribution assumption: employee only about $303,939 at 4% or $202,626 at 6%; with 50% employer match about $202,626 at 4% or $135,084 at 6%; with 100% employer match about $151,970 at 4% or $101,313 at 6%.
WONG KOMURA 401(K) RETIREMENT PLAN-7$628,814$85,103$12,158iApproximate average salary by contribution assumption: employee only about $303,939 at 4% or $202,626 at 6%; with 50% employer match about $202,626 at 4% or $135,084 at 6%; with 100% employer match about $151,970 at 4% or $101,313 at 6%.
2019111$534,798$93,815$8,529iApproximate average salary by contribution assumption: employee only about $213,216 at 4% or $142,144 at 6%; with 50% employer match about $142,144 at 4% or $94,763 at 6%; with 100% employer match about $106,608 at 4% or $71,072 at 6%.
WONG KOMURA 401(K) RETIREMENT PLAN-11$534,798$93,815$8,529iApproximate average salary by contribution assumption: employee only about $213,216 at 4% or $142,144 at 6%; with 50% employer match about $142,144 at 4% or $94,763 at 6%; with 100% employer match about $106,608 at 4% or $71,072 at 6%.
2018112$382,251$96,271$8,023iApproximate average salary by contribution assumption: employee only about $200,565 at 4% or $133,710 at 6%; with 50% employer match about $133,710 at 4% or $89,140 at 6%; with 100% employer match about $100,282 at 4% or $66,855 at 6%.
WONG KOMURA 401(K) RETIREMENT PLAN-12$382,251$96,271$8,023iApproximate average salary by contribution assumption: employee only about $200,565 at 4% or $133,710 at 6%; with 50% employer match about $133,710 at 4% or $89,140 at 6%; with 100% employer match about $100,282 at 4% or $66,855 at 6%.
2017110$294,103$55,457$5,546iApproximate average salary by contribution assumption: employee only about $138,643 at 4% or $92,428 at 6%; with 50% employer match about $92,428 at 4% or $61,619 at 6%; with 100% employer match about $69,321 at 4% or $46,214 at 6%.
Jonathan S Wong Dds Inc 401 K Profit Sharing Plan Trust-10$294,103$55,457$5,546iApproximate average salary by contribution assumption: employee only about $138,643 at 4% or $92,428 at 6%; with 50% employer match about $92,428 at 4% or $61,619 at 6%; with 100% employer match about $69,321 at 4% or $46,214 at 6%.
201627$341,503$57,661$8,237iApproximate average salary by contribution assumption: employee only about $205,932 at 4% or $137,288 at 6%; with 50% employer match about $137,288 at 4% or $91,525 at 6%; with 100% employer match about $102,966 at 4% or $68,644 at 6%.
Jonathan S Wong Dds Inc 401 K Profit Sharing Plan Trust-7$225,093$53,046$7,578iApproximate average salary by contribution assumption: employee only about $189,450 at 4% or $126,300 at 6%; with 50% employer match about $126,300 at 4% or $84,200 at 6%; with 100% employer match about $94,725 at 4% or $63,150 at 6%.
Jonathan S Wong Dds Inc 401 K Profit Sharing Plan Trust-0$116,410$4,615-
201511$57,385$19,569$19,569iApproximate average salary by contribution assumption: employee only about $489,225 at 4% or $326,150 at 6%; with 50% employer match about $326,150 at 4% or $217,433 at 6%; with 100% employer match about $244,613 at 4% or $163,075 at 6%.
Jonathan S Wong Dds Inc 401 K Profit Sharing Plan Trust-1$57,385$19,569$19,569iApproximate average salary by contribution assumption: employee only about $489,225 at 4% or $326,150 at 6%; with 50% employer match about $326,150 at 4% or $217,433 at 6%; with 100% employer match about $244,613 at 4% or $163,075 at 6%.
201411$38,412$19,476$19,476iApproximate average salary by contribution assumption: employee only about $486,900 at 4% or $324,600 at 6%; with 50% employer match about $324,600 at 4% or $216,400 at 6%; with 100% employer match about $243,450 at 4% or $162,300 at 6%.
Jonathan S Wong Dds Inc 401 K Profit Sharing Plan Trust-1$38,412$19,476$19,476iApproximate average salary by contribution assumption: employee only about $486,900 at 4% or $324,600 at 6%; with 50% employer match about $324,600 at 4% or $216,400 at 6%; with 100% employer match about $243,450 at 4% or $162,300 at 6%.
201311$17,977$17,887$17,887iApproximate average salary by contribution assumption: employee only about $447,175 at 4% or $298,117 at 6%; with 50% employer match about $298,117 at 4% or $198,744 at 6%; with 100% employer match about $223,588 at 4% or $149,058 at 6%.
Jonathan S Wong Dds Inc 401 K Profit Sharing Plan Trust-1$17,977$17,887$17,887iApproximate average salary by contribution assumption: employee only about $447,175 at 4% or $298,117 at 6%; with 50% employer match about $298,117 at 4% or $198,744 at 6%; with 100% employer match about $223,588 at 4% or $149,058 at 6%.
Jonathan S Wong Dds Inc | EIN 45-5334662 | 2024 Form 5500 Company Profile