Civic Intelligence

Wendy Liao Dds Inc

Plan context: Wendy Liao Dds Inc Cash Balance Plan

EIN 47-1178755 • Alameda, CA • 18 filings • 3 plans

2525 Santa Clara AvenueAlameda, CA 94501
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$1,612,108

2022 Contributions

$90,159

Historical Graphs

Total Assets Over Time

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

$1,612,108$806,054$0201420182021YearValue
$1,612,108Latest year 2021

Participants Over Time

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

840201420182021YearValue
8Latest year 2021

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
202220$0$0-
Wendy Liao, Dds Inc. 401(K) Plan-0$0--
Wendy Liao Dds Inc Cash Balance Plan-0$0--
202128$1,612,108$90,159$11,270iApproximate average salary by contribution assumption: employee only about $281,747 at 4% or $187,831 at 6%; with 50% employer match about $187,831 at 4% or $125,221 at 6%; with 100% employer match about $140,873 at 4% or $93,916 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-7$1,072,585--
Wendy Liao, Dds Inc. 401(K) Plan-8$539,523$90,159$11,270iApproximate average salary by contribution assumption: employee only about $281,747 at 4% or $187,831 at 6%; with 50% employer match about $187,831 at 4% or $125,221 at 6%; with 100% employer match about $140,873 at 4% or $93,916 at 6%.
202027$1,394,925$122,994$17,571iApproximate average salary by contribution assumption: employee only about $439,264 at 4% or $292,843 at 6%; with 50% employer match about $292,843 at 4% or $195,229 at 6%; with 100% employer match about $219,632 at 4% or $146,421 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-7$979,782$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Wendy Liao, Dds Inc. 401(K) Plan-7$415,143$72,994$10,428iApproximate average salary by contribution assumption: employee only about $260,693 at 4% or $173,795 at 6%; with 50% employer match about $173,795 at 4% or $115,863 at 6%; with 100% employer match about $130,346 at 4% or $86,898 at 6%.
201926$1,102,712$161,343$26,891iApproximate average salary by contribution assumption: employee only about $672,263 at 4% or $448,175 at 6%; with 50% employer match about $448,175 at 4% or $298,783 at 6%; with 100% employer match about $336,131 at 4% or $224,088 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-6$811,224$88,745$14,791iApproximate average salary by contribution assumption: employee only about $369,771 at 4% or $246,514 at 6%; with 50% employer match about $246,514 at 4% or $164,343 at 6%; with 100% employer match about $184,885 at 4% or $123,257 at 6%.
Wendy Liao, Dds Inc. 401(K) Plan-6$291,488$72,598$12,100iApproximate average salary by contribution assumption: employee only about $302,492 at 4% or $201,661 at 6%; with 50% employer match about $201,661 at 4% or $134,441 at 6%; with 100% employer match about $151,246 at 4% or $100,831 at 6%.
201823$811,316$220,306$73,435iApproximate average salary by contribution assumption: employee only about $1,835,883 at 4% or $1,223,922 at 6%; with 50% employer match about $1,223,922 at 4% or $815,948 at 6%; with 100% employer match about $917,942 at 4% or $611,961 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-3$626,683$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Wendy Liao, Dds Inc. 401(K) Plan-3$184,633$40,306$13,435iApproximate average salary by contribution assumption: employee only about $335,883 at 4% or $223,922 at 6%; with 50% employer match about $223,922 at 4% or $149,281 at 6%; with 100% employer match about $167,942 at 4% or $111,961 at 6%.
201723$653,519$140,706$46,902iApproximate average salary by contribution assumption: employee only about $1,172,550 at 4% or $781,700 at 6%; with 50% employer match about $781,700 at 4% or $521,133 at 6%; with 100% employer match about $586,275 at 4% or $390,850 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-3$476,196$99,745$33,248iApproximate average salary by contribution assumption: employee only about $831,208 at 4% or $554,139 at 6%; with 50% employer match about $554,139 at 4% or $369,426 at 6%; with 100% employer match about $415,604 at 4% or $277,069 at 6%.
Wendy Liao, Dds Inc. 401(K) Plan-3$177,323$40,961$13,654iApproximate average salary by contribution assumption: employee only about $341,342 at 4% or $227,561 at 6%; with 50% employer match about $227,561 at 4% or $151,707 at 6%; with 100% employer match about $170,671 at 4% or $113,781 at 6%.
201625$470,627$186,704$37,341iApproximate average salary by contribution assumption: employee only about $933,520 at 4% or $622,347 at 6%; with 50% employer match about $622,347 at 4% or $414,898 at 6%; with 100% employer match about $466,760 at 4% or $311,173 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-5$336,342$145,050$29,010iApproximate average salary by contribution assumption: employee only about $725,250 at 4% or $483,500 at 6%; with 50% employer match about $483,500 at 4% or $322,333 at 6%; with 100% employer match about $362,625 at 4% or $241,750 at 6%.
Wendy Liao, Dds Inc. 401(K) Plan-5$134,285$41,654$8,331iApproximate average salary by contribution assumption: employee only about $208,270 at 4% or $138,847 at 6%; with 50% employer match about $138,847 at 4% or $92,564 at 6%; with 100% employer match about $104,135 at 4% or $69,423 at 6%.
201525$262,801$140,206$28,041iApproximate average salary by contribution assumption: employee only about $701,030 at 4% or $467,353 at 6%; with 50% employer match about $467,353 at 4% or $311,569 at 6%; with 100% employer match about $350,515 at 4% or $233,677 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-5$177,594$99,253$19,851iApproximate average salary by contribution assumption: employee only about $496,265 at 4% or $330,843 at 6%; with 50% employer match about $330,843 at 4% or $220,562 at 6%; with 100% employer match about $248,132 at 4% or $165,422 at 6%.
Wendy Liao, Dds Inc. 401(K) Plan-5$85,207$40,953$8,191iApproximate average salary by contribution assumption: employee only about $204,765 at 4% or $136,510 at 6%; with 50% employer match about $136,510 at 4% or $91,007 at 6%; with 100% employer match about $102,383 at 4% or $68,255 at 6%.
201424$127,547$127,547$31,887iApproximate average salary by contribution assumption: employee only about $797,169 at 4% or $531,446 at 6%; with 50% employer match about $531,446 at 4% or $354,297 at 6%; with 100% employer match about $398,584 at 4% or $265,723 at 6%.
Wendy Liao Dds Inc Cash Balance Plan-4$80,800$80,800$20,200iApproximate average salary by contribution assumption: employee only about $505,000 at 4% or $336,667 at 6%; with 50% employer match about $336,667 at 4% or $224,444 at 6%; with 100% employer match about $252,500 at 4% or $168,333 at 6%.
Wendy Liao, Dds Inc. 401(K) Plan-4$46,747$46,747$11,687iApproximate average salary by contribution assumption: employee only about $292,169 at 4% or $194,779 at 6%; with 50% employer match about $194,779 at 4% or $129,853 at 6%; with 100% employer match about $146,084 at 4% or $97,390 at 6%.