Civic Intelligence

Wong & Rees LLP

Plan context: Wong & Rees LLP 401(K) Profit Sharing Plan & Trust

EIN 47-1848784 • 10 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,365,720

2024 Contributions

$22,306

Historical Graphs

Total Assets Over Time

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

$1,424,051$712,026$0201520202024YearValue
$1,365,720Latest year 2024

Participants Over Time

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

950201520202024YearValue
2Latest 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
202412$1,365,720$22,306$11,153iApproximate average salary by contribution assumption: employee only about $278,825 at 4% or $185,883 at 6%; with 50% employer match about $185,883 at 4% or $123,922 at 6%; with 100% employer match about $139,413 at 4% or $92,942 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-2$1,365,720$22,306$11,153iApproximate average salary by contribution assumption: employee only about $278,825 at 4% or $185,883 at 6%; with 50% employer match about $185,883 at 4% or $123,922 at 6%; with 100% employer match about $139,413 at 4% or $92,942 at 6%.
202312$1,189,437$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-2$1,189,437$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
202212$1,270,115$95,967$47,984iApproximate average salary by contribution assumption: employee only about $1,199,588 at 4% or $799,725 at 6%; with 50% employer match about $799,725 at 4% or $533,150 at 6%; with 100% employer match about $599,794 at 4% or $399,863 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-2$1,270,115$95,967$47,984iApproximate average salary by contribution assumption: employee only about $1,199,588 at 4% or $799,725 at 6%; with 50% employer match about $799,725 at 4% or $533,150 at 6%; with 100% employer match about $599,794 at 4% or $399,863 at 6%.
202116$1,424,051$119,928$19,988iApproximate average salary by contribution assumption: employee only about $499,700 at 4% or $333,133 at 6%; with 50% employer match about $333,133 at 4% or $222,089 at 6%; with 100% employer match about $249,850 at 4% or $166,567 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-6$1,424,051$119,928$19,988iApproximate average salary by contribution assumption: employee only about $499,700 at 4% or $333,133 at 6%; with 50% employer match about $333,133 at 4% or $222,089 at 6%; with 100% employer match about $249,850 at 4% or $166,567 at 6%.
202017$1,250,275$114,521$16,360iApproximate average salary by contribution assumption: employee only about $409,004 at 4% or $272,669 at 6%; with 50% employer match about $272,669 at 4% or $181,779 at 6%; with 100% employer match about $204,502 at 4% or $136,335 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-7$1,250,275$114,521$16,360iApproximate average salary by contribution assumption: employee only about $409,004 at 4% or $272,669 at 6%; with 50% employer match about $272,669 at 4% or $181,779 at 6%; with 100% employer match about $204,502 at 4% or $136,335 at 6%.
201918$1,031,920$126,167$15,771iApproximate average salary by contribution assumption: employee only about $394,272 at 4% or $262,848 at 6%; with 50% employer match about $262,848 at 4% or $175,232 at 6%; with 100% employer match about $197,136 at 4% or $131,424 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-8$1,031,920$126,167$15,771iApproximate average salary by contribution assumption: employee only about $394,272 at 4% or $262,848 at 6%; with 50% employer match about $262,848 at 4% or $175,232 at 6%; with 100% employer match about $197,136 at 4% or $131,424 at 6%.
201818$800,251$120,907$15,113iApproximate average salary by contribution assumption: employee only about $377,834 at 4% or $251,890 at 6%; with 50% employer match about $251,890 at 4% or $167,926 at 6%; with 100% employer match about $188,917 at 4% or $125,945 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-8$800,251$120,907$15,113iApproximate average salary by contribution assumption: employee only about $377,834 at 4% or $251,890 at 6%; with 50% employer match about $251,890 at 4% or $167,926 at 6%; with 100% employer match about $188,917 at 4% or $125,945 at 6%.
201718$711,833$152,872$19,109iApproximate average salary by contribution assumption: employee only about $477,725 at 4% or $318,483 at 6%; with 50% employer match about $318,483 at 4% or $212,322 at 6%; with 100% employer match about $238,863 at 4% or $159,242 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-8$711,833$152,872$19,109iApproximate average salary by contribution assumption: employee only about $477,725 at 4% or $318,483 at 6%; with 50% employer match about $318,483 at 4% or $212,322 at 6%; with 100% employer match about $238,863 at 4% or $159,242 at 6%.
201619$614,954$390,807$43,423iApproximate average salary by contribution assumption: employee only about $1,085,575 at 4% or $723,717 at 6%; with 50% employer match about $723,717 at 4% or $482,478 at 6%; with 100% employer match about $542,788 at 4% or $361,858 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-9$614,954$390,807$43,423iApproximate average salary by contribution assumption: employee only about $1,085,575 at 4% or $723,717 at 6%; with 50% employer match about $723,717 at 4% or $482,478 at 6%; with 100% employer match about $542,788 at 4% or $361,858 at 6%.
201519$181,727$181,579$20,175iApproximate average salary by contribution assumption: employee only about $504,386 at 4% or $336,257 at 6%; with 50% employer match about $336,257 at 4% or $224,172 at 6%; with 100% employer match about $252,193 at 4% or $168,129 at 6%.
Wong & Rees LLP 401(K) Profit Sharing Plan & Trust-9$181,727$181,579$20,175iApproximate average salary by contribution assumption: employee only about $504,386 at 4% or $336,257 at 6%; with 50% employer match about $336,257 at 4% or $224,172 at 6%; with 100% employer match about $252,193 at 4% or $168,129 at 6%.