Civic Intelligence

Kuo & Associates, Apc

Plan context: Kuo & Associates, Apc 401 (K) Profit Sharing Plan

EIN 47-1032980 • Diamond Bar, CA • 10 filings • 1 plans

2705 S. Diamond Bar Blvd. #350Diamond Bar, CA 91765
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,484,799

2024 Contributions

$95,875

Historical Graphs

Total Assets Over Time

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

$1,484,799$742,400$0201520202024YearValue
$1,484,799Latest year 2024

Participants Over Time

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

530201520202024YearValue
5Latest 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
202415$1,484,799$95,875$19,175iApproximate average salary by contribution assumption: employee only about $479,375 at 4% or $319,583 at 6%; with 50% employer match about $319,583 at 4% or $213,056 at 6%; with 100% employer match about $239,688 at 4% or $159,792 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-5$1,484,799$95,875$19,175iApproximate average salary by contribution assumption: employee only about $479,375 at 4% or $319,583 at 6%; with 50% employer match about $319,583 at 4% or $213,056 at 6%; with 100% employer match about $239,688 at 4% or $159,792 at 6%.
202315$1,154,404$91,569$18,314iApproximate average salary by contribution assumption: employee only about $457,845 at 4% or $305,230 at 6%; with 50% employer match about $305,230 at 4% or $203,487 at 6%; with 100% employer match about $228,923 at 4% or $152,615 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-5$1,154,404$91,569$18,314iApproximate average salary by contribution assumption: employee only about $457,845 at 4% or $305,230 at 6%; with 50% employer match about $305,230 at 4% or $203,487 at 6%; with 100% employer match about $228,923 at 4% or $152,615 at 6%.
202215$927,028$82,898$16,580iApproximate average salary by contribution assumption: employee only about $414,490 at 4% or $276,327 at 6%; with 50% employer match about $276,327 at 4% or $184,218 at 6%; with 100% employer match about $207,245 at 4% or $138,163 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-5$927,028$82,898$16,580iApproximate average salary by contribution assumption: employee only about $414,490 at 4% or $276,327 at 6%; with 50% employer match about $276,327 at 4% or $184,218 at 6%; with 100% employer match about $207,245 at 4% or $138,163 at 6%.
202115$954,584$82,470$16,494iApproximate average salary by contribution assumption: employee only about $412,350 at 4% or $274,900 at 6%; with 50% employer match about $274,900 at 4% or $183,267 at 6%; with 100% employer match about $206,175 at 4% or $137,450 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-5$954,584$82,470$16,494iApproximate average salary by contribution assumption: employee only about $412,350 at 4% or $274,900 at 6%; with 50% employer match about $274,900 at 4% or $183,267 at 6%; with 100% employer match about $206,175 at 4% or $137,450 at 6%.
202014$805,252$66,566$16,642iApproximate average salary by contribution assumption: employee only about $416,038 at 4% or $277,358 at 6%; with 50% employer match about $277,358 at 4% or $184,906 at 6%; with 100% employer match about $208,019 at 4% or $138,679 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-4$805,252$66,566$16,642iApproximate average salary by contribution assumption: employee only about $416,038 at 4% or $277,358 at 6%; with 50% employer match about $277,358 at 4% or $184,906 at 6%; with 100% employer match about $208,019 at 4% or $138,679 at 6%.
201913$725,186$70,438$23,479iApproximate average salary by contribution assumption: employee only about $586,983 at 4% or $391,322 at 6%; with 50% employer match about $391,322 at 4% or $260,881 at 6%; with 100% employer match about $293,492 at 4% or $195,661 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-3$725,186$70,438$23,479iApproximate average salary by contribution assumption: employee only about $586,983 at 4% or $391,322 at 6%; with 50% employer match about $391,322 at 4% or $260,881 at 6%; with 100% employer match about $293,492 at 4% or $195,661 at 6%.
201813$651,376$73,915$24,638iApproximate average salary by contribution assumption: employee only about $615,958 at 4% or $410,639 at 6%; with 50% employer match about $410,639 at 4% or $273,759 at 6%; with 100% employer match about $307,979 at 4% or $205,319 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-3$651,376$73,915$24,638iApproximate average salary by contribution assumption: employee only about $615,958 at 4% or $410,639 at 6%; with 50% employer match about $410,639 at 4% or $273,759 at 6%; with 100% employer match about $307,979 at 4% or $205,319 at 6%.
201714$597,840$74,765$18,691iApproximate average salary by contribution assumption: employee only about $467,281 at 4% or $311,521 at 6%; with 50% employer match about $311,521 at 4% or $207,681 at 6%; with 100% employer match about $233,641 at 4% or $155,760 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-4$597,840$74,765$18,691iApproximate average salary by contribution assumption: employee only about $467,281 at 4% or $311,521 at 6%; with 50% employer match about $311,521 at 4% or $207,681 at 6%; with 100% employer match about $233,641 at 4% or $155,760 at 6%.
201613$520,659$81,872$27,291iApproximate average salary by contribution assumption: employee only about $682,267 at 4% or $454,844 at 6%; with 50% employer match about $454,844 at 4% or $303,230 at 6%; with 100% employer match about $341,133 at 4% or $227,422 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-3$520,659$81,872$27,291iApproximate average salary by contribution assumption: employee only about $682,267 at 4% or $454,844 at 6%; with 50% employer match about $454,844 at 4% or $303,230 at 6%; with 100% employer match about $341,133 at 4% or $227,422 at 6%.
201513$425,916$75,577$25,192iApproximate average salary by contribution assumption: employee only about $629,808 at 4% or $419,872 at 6%; with 50% employer match about $419,872 at 4% or $279,915 at 6%; with 100% employer match about $314,904 at 4% or $209,936 at 6%.
Kuo & Associates, Apc 401 (K) Profit Sharing Plan-3$425,916$75,577$25,192iApproximate average salary by contribution assumption: employee only about $629,808 at 4% or $419,872 at 6%; with 50% employer match about $419,872 at 4% or $279,915 at 6%; with 100% employer match about $314,904 at 4% or $209,936 at 6%.