William H. Kwan Dpm Inc.
Plan context: WILLIAM H. KWAN DPM INC. PENSION PLAN
EIN 77-0079960 • Simi Valley, CA • 35 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,721,094
2024 Contributions
$50,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 2 | $1,721,094 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 2 | $1,721,094 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 3 | $3,572,179 | $146,880 | $48,960iApproximate average salary by contribution assumption: employee only about $1,224,000 at 4% or $816,000 at 6%; with 50% employer match about $816,000 at 4% or $544,000 at 6%; with 100% employer match about $612,000 at 4% or $408,000 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 2 | $2,052,337 | $11,880 | $5,940iApproximate average salary by contribution assumption: employee only about $148,500 at 4% or $99,000 at 6%; with 50% employer match about $99,000 at 4% or $66,000 at 6%; with 100% employer match about $74,250 at 4% or $49,500 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 3 | $1,519,842 | $135,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2022 | 2 | 3 | $3,050,032 | $126,879 | $42,293iApproximate average salary by contribution assumption: employee only about $1,057,325 at 4% or $704,883 at 6%; with 50% employer match about $704,883 at 4% or $469,922 at 6%; with 100% employer match about $528,663 at 4% or $352,442 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 2 | $1,818,486 | $6,879 | $3,440iApproximate average salary by contribution assumption: employee only about $85,988 at 4% or $57,325 at 6%; with 50% employer match about $57,325 at 4% or $38,217 at 6%; with 100% employer match about $42,994 at 4% or $28,663 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 3 | $1,231,546 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2021 | 2 | 4 | $3,381,313 | $125,180 | $31,295iApproximate average salary by contribution assumption: employee only about $782,375 at 4% or $521,583 at 6%; with 50% employer match about $521,583 at 4% or $347,722 at 6%; with 100% employer match about $391,188 at 4% or $260,792 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $2,075,803 | $5,180 | $1,727iApproximate average salary by contribution assumption: employee only about $43,167 at 4% or $28,778 at 6%; with 50% employer match about $28,778 at 4% or $19,185 at 6%; with 100% employer match about $21,583 at 4% or $14,389 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 4 | $1,305,510 | $120,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2020 | 2 | 3 | $2,992,543 | $142,982 | $47,661iApproximate average salary by contribution assumption: employee only about $1,191,517 at 4% or $794,344 at 6%; with 50% employer match about $794,344 at 4% or $529,563 at 6%; with 100% employer match about $595,758 at 4% or $397,172 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $1,905,792 | $7,982 | $2,661iApproximate average salary by contribution assumption: employee only about $66,517 at 4% or $44,344 at 6%; with 50% employer match about $44,344 at 4% or $29,563 at 6%; with 100% employer match about $33,258 at 4% or $22,172 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 3 | $1,086,751 | $135,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2019 | 2 | 3 | $2,600,347 | $145,321 | $48,440iApproximate average salary by contribution assumption: employee only about $1,211,008 at 4% or $807,339 at 6%; with 50% employer match about $807,339 at 4% or $538,226 at 6%; with 100% employer match about $605,504 at 4% or $403,669 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $1,715,117 | $10,321 | $3,440iApproximate average salary by contribution assumption: employee only about $86,008 at 4% or $57,339 at 6%; with 50% employer match about $57,339 at 4% or $38,226 at 6%; with 100% employer match about $43,004 at 4% or $28,669 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 3 | $885,230 | $135,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2018 | 2 | 3 | $2,155,364 | $210,063 | $70,021iApproximate average salary by contribution assumption: employee only about $1,750,525 at 4% or $1,167,017 at 6%; with 50% employer match about $1,167,017 at 4% or $778,011 at 6%; with 100% employer match about $875,263 at 4% or $583,508 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $1,478,799 | $10,063 | $3,354iApproximate average salary by contribution assumption: employee only about $83,858 at 4% or $55,906 at 6%; with 50% employer match about $55,906 at 4% or $37,270 at 6%; with 100% employer match about $41,929 at 4% or $27,953 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 3 | $676,565 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2017 | 2 | 3 | $2,064,335 | $167,580 | $55,860iApproximate average salary by contribution assumption: employee only about $1,396,500 at 4% or $931,000 at 6%; with 50% employer match about $931,000 at 4% or $620,667 at 6%; with 100% employer match about $698,250 at 4% or $465,500 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $1,558,496 | $7,580 | $2,527iApproximate average salary by contribution assumption: employee only about $63,167 at 4% or $42,111 at 6%; with 50% employer match about $42,111 at 4% or $28,074 at 6%; with 100% employer match about $31,583 at 4% or $21,056 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 2 | $505,839 | $160,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| 2016 | 2 | 4 | $1,675,657 | $166,573 | $41,643iApproximate average salary by contribution assumption: employee only about $1,041,081 at 4% or $694,054 at 6%; with 50% employer match about $694,054 at 4% or $462,703 at 6%; with 100% employer match about $520,541 at 4% or $347,027 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 4 | $1,362,625 | $6,573 | $1,643iApproximate average salary by contribution assumption: employee only about $41,081 at 4% or $27,388 at 6%; with 50% employer match about $27,388 at 4% or $18,258 at 6%; with 100% employer match about $20,541 at 4% or $13,694 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 2 | $313,032 | $160,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| 2015 | 2 | 4 | $1,422,659 | $168,779 | $42,195iApproximate average salary by contribution assumption: employee only about $1,054,869 at 4% or $703,246 at 6%; with 50% employer match about $703,246 at 4% or $468,831 at 6%; with 100% employer match about $527,434 at 4% or $351,623 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 4 | $1,272,659 | $18,779 | $4,695iApproximate average salary by contribution assumption: employee only about $117,369 at 4% or $78,246 at 6%; with 50% employer match about $78,246 at 4% or $52,164 at 6%; with 100% employer match about $58,684 at 4% or $39,123 at 6%. |
| WILLIAM H. KWAN DPM INC. PENSION PLAN | - | 2 | $150,000 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2014 | 1 | 3 | $1,304,570 | $56,685 | $18,895iApproximate average salary by contribution assumption: employee only about $472,375 at 4% or $314,917 at 6%; with 50% employer match about $314,917 at 4% or $209,944 at 6%; with 100% employer match about $236,188 at 4% or $157,458 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $1,304,570 | $56,685 | $18,895iApproximate average salary by contribution assumption: employee only about $472,375 at 4% or $314,917 at 6%; with 50% employer match about $314,917 at 4% or $209,944 at 6%; with 100% employer match about $236,188 at 4% or $157,458 at 6%. |
| 2013 | 1 | 3 | $1,248,277 | $56,500 | $18,833iApproximate average salary by contribution assumption: employee only about $470,833 at 4% or $313,889 at 6%; with 50% employer match about $313,889 at 4% or $209,259 at 6%; with 100% employer match about $235,417 at 4% or $156,944 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $1,248,277 | $56,500 | $18,833iApproximate average salary by contribution assumption: employee only about $470,833 at 4% or $313,889 at 6%; with 50% employer match about $313,889 at 4% or $209,259 at 6%; with 100% employer match about $235,417 at 4% or $156,944 at 6%. |
| 2012 | 1 | 4 | $1,091,689 | $48,179 | $12,045iApproximate average salary by contribution assumption: employee only about $301,119 at 4% or $200,746 at 6%; with 50% employer match about $200,746 at 4% or $133,831 at 6%; with 100% employer match about $150,559 at 4% or $100,373 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 4 | $1,091,689 | $48,179 | $12,045iApproximate average salary by contribution assumption: employee only about $301,119 at 4% or $200,746 at 6%; with 50% employer match about $200,746 at 4% or $133,831 at 6%; with 100% employer match about $150,559 at 4% or $100,373 at 6%. |
| 2011 | 1 | 4 | $947,552 | $44,391 | $11,098iApproximate average salary by contribution assumption: employee only about $277,444 at 4% or $184,963 at 6%; with 50% employer match about $184,963 at 4% or $123,308 at 6%; with 100% employer match about $138,722 at 4% or $92,481 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 4 | $947,552 | $44,391 | $11,098iApproximate average salary by contribution assumption: employee only about $277,444 at 4% or $184,963 at 6%; with 50% employer match about $184,963 at 4% or $123,308 at 6%; with 100% employer match about $138,722 at 4% or $92,481 at 6%. |
| 2010 | 1 | 4 | $995,827 | $56,791 | $14,198iApproximate average salary by contribution assumption: employee only about $354,944 at 4% or $236,629 at 6%; with 50% employer match about $236,629 at 4% or $157,753 at 6%; with 100% employer match about $177,472 at 4% or $118,315 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 4 | $995,827 | $56,791 | $14,198iApproximate average salary by contribution assumption: employee only about $354,944 at 4% or $236,629 at 6%; with 50% employer match about $236,629 at 4% or $157,753 at 6%; with 100% employer match about $177,472 at 4% or $118,315 at 6%. |
| 2009 | 1 | 2 | $785,409 | $56,368 | $28,184iApproximate average salary by contribution assumption: employee only about $704,600 at 4% or $469,733 at 6%; with 50% employer match about $469,733 at 4% or $313,156 at 6%; with 100% employer match about $352,300 at 4% or $234,867 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 2 | $785,409 | $56,368 | $28,184iApproximate average salary by contribution assumption: employee only about $704,600 at 4% or $469,733 at 6%; with 50% employer match about $469,733 at 4% or $313,156 at 6%; with 100% employer match about $352,300 at 4% or $234,867 at 6%. |
| 2008 | 1 | 3 | $678,231 | $55,264 | $18,421iApproximate average salary by contribution assumption: employee only about $460,533 at 4% or $307,022 at 6%; with 50% employer match about $307,022 at 4% or $204,681 at 6%; with 100% employer match about $230,267 at 4% or $153,511 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $678,231 | $55,264 | $18,421iApproximate average salary by contribution assumption: employee only about $460,533 at 4% or $307,022 at 6%; with 50% employer match about $307,022 at 4% or $204,681 at 6%; with 100% employer match about $230,267 at 4% or $153,511 at 6%. |
| 2007 | 1 | 2 | $802,195 | $52,056 | $26,028iApproximate average salary by contribution assumption: employee only about $650,700 at 4% or $433,800 at 6%; with 50% employer match about $433,800 at 4% or $289,200 at 6%; with 100% employer match about $325,350 at 4% or $216,900 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 2 | $802,195 | $52,056 | $26,028iApproximate average salary by contribution assumption: employee only about $650,700 at 4% or $433,800 at 6%; with 50% employer match about $433,800 at 4% or $289,200 at 6%; with 100% employer match about $325,350 at 4% or $216,900 at 6%. |
| 2006 | 2 | 3 | $707,471 | $707,471 | $235,824iApproximate average salary by contribution assumption: employee only about $5,895,592 at 4% or $3,930,394 at 6%; with 50% employer match about $3,930,394 at 4% or $2,620,263 at 6%; with 100% employer match about $2,947,796 at 4% or $1,965,197 at 6%. |
| William H. Kwan Dpm Inc. Profit Sharing Plan | - | 3 | $707,471 | $707,471 | $235,824iApproximate average salary by contribution assumption: employee only about $5,895,592 at 4% or $3,930,394 at 6%; with 50% employer match about $3,930,394 at 4% or $2,620,263 at 6%; with 100% employer match about $2,947,796 at 4% or $1,965,197 at 6%. |
| WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2005 | 1 | 1 | $617,900 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN | - | 1 | $617,900 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2004 | 1 | 1 | $584,363 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN | - | 1 | $584,363 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2003 | 1 | 1 | $0 | $0 | - |
| WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| WILLIAM H. KWAN DPM, INC. PROFIT SHARING PLAN | - | 1 | - | - | - |
| 2000 | 1 | 1 | $531,586 | $25,500 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |
| WILLIAM H. KWAN DPM, INC. PROFIT SHARING PLAN | - | 1 | $531,586 | $25,500 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |