Civic Intelligence

Wan-Fung Kwan

Plan context: Wan-Fung Kwan DBA Gary Kwan MD Profit Sharing Plan

EIN 63-1143160 • 8 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$77,934

2004 Contributions

$21,338

Historical Graphs

Total Assets Over Time

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

$146,230$73,115$0200020022003YearValue
$77,934Latest year 2003

Participants Over Time

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

320200020022003YearValue
3Latest year 2003

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
200410$0$0-
Wan-Fung Kwan DBA Gary Kwan MD Profit Sharing Plan-0---
200313$77,934$0-
Wan-Fung Kwan DBA Gary Kwan MD Profit Sharing Plan-3$77,934--
200223$65,913$21,338$7,113iApproximate average salary by contribution assumption: employee only about $177,817 at 4% or $118,544 at 6%; with 50% employer match about $118,544 at 4% or $79,030 at 6%; with 100% employer match about $88,908 at 4% or $59,272 at 6%.
Wan-Fung Kwan DBA Gary Kwan MD Profit Sharing Plan-3$65,913$21,338$7,113iApproximate average salary by contribution assumption: employee only about $177,817 at 4% or $118,544 at 6%; with 50% employer match about $118,544 at 4% or $79,030 at 6%; with 100% employer match about $88,908 at 4% or $59,272 at 6%.
WAN-FUNG KWAN D/B/A GARY KWAN MD MONEY PURCHASE PENSION PLAN-3---
200121$146,230$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
WAN-FUNG KWAN D/B/A GARY KWAN MD MONEY PURCHASE PENSION PLAN-1$83,070$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Wan-Fung Kwan DBA Gary Kwan MD Profit Sharing Plan-1$63,160$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200022$83,084$17,967$8,984iApproximate average salary by contribution assumption: employee only about $224,588 at 4% or $149,725 at 6%; with 50% employer match about $149,725 at 4% or $99,817 at 6%; with 100% employer match about $112,294 at 4% or $74,863 at 6%.
WAN-FUNG KWAN D/B/A GARY KWAN MD MONEY PURCHASE PENSION PLAN-2$83,084$17,967$8,984iApproximate average salary by contribution assumption: employee only about $224,588 at 4% or $149,725 at 6%; with 50% employer match about $149,725 at 4% or $99,817 at 6%; with 100% employer match about $112,294 at 4% or $74,863 at 6%.
Wan-Fung Kwan DBA Gary Kwan MD Profit Sharing Plan-2---