Civic Intelligence

King Wealth Planning Inc

Plan context: King Wealth Planning Inc 401K Plan

EIN 77-0556094 • San Jose, CA • 21 filings • 4 plans

3190 S Bascom AveSte 230San Jose, CA 95124
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,596,644

2024 Contributions

$47,745

Historical Graphs

Total Assets Over Time

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

$2,007,778$1,003,889$0200420142023YearValue
$1,596,644Latest year 2023

Participants Over Time

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

950200420142023YearValue
8Latest year 2023

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
202410$0$47,745-
King Wealth Planning Inc 401K Plan-0$0$47,745-
202318$1,596,644$121,876$15,235iApproximate average salary by contribution assumption: employee only about $380,863 at 4% or $253,908 at 6%; with 50% employer match about $253,908 at 4% or $169,272 at 6%; with 100% employer match about $190,431 at 4% or $126,954 at 6%.
King Wealth Planning Inc 401K Plan-8$1,596,644$121,876$15,235iApproximate average salary by contribution assumption: employee only about $380,863 at 4% or $253,908 at 6%; with 50% employer match about $253,908 at 4% or $169,272 at 6%; with 100% employer match about $190,431 at 4% or $126,954 at 6%.
202217$1,474,045$102,241$14,606iApproximate average salary by contribution assumption: employee only about $365,146 at 4% or $243,431 at 6%; with 50% employer match about $243,431 at 4% or $162,287 at 6%; with 100% employer match about $182,573 at 4% or $121,715 at 6%.
King Wealth Planning Inc 401K Plan-7$1,474,045$102,241$14,606iApproximate average salary by contribution assumption: employee only about $365,146 at 4% or $243,431 at 6%; with 50% employer match about $243,431 at 4% or $162,287 at 6%; with 100% employer match about $182,573 at 4% or $121,715 at 6%.
202117$2,007,778$124,258$17,751iApproximate average salary by contribution assumption: employee only about $443,779 at 4% or $295,852 at 6%; with 50% employer match about $295,852 at 4% or $197,235 at 6%; with 100% employer match about $221,889 at 4% or $147,926 at 6%.
King Wealth Planning Inc 401K Plan-7$2,007,778$124,258$17,751iApproximate average salary by contribution assumption: employee only about $443,779 at 4% or $295,852 at 6%; with 50% employer match about $295,852 at 4% or $197,235 at 6%; with 100% employer match about $221,889 at 4% or $147,926 at 6%.
202017$1,623,211$98,403$14,058iApproximate average salary by contribution assumption: employee only about $351,439 at 4% or $234,293 at 6%; with 50% employer match about $234,293 at 4% or $156,195 at 6%; with 100% employer match about $175,720 at 4% or $117,146 at 6%.
King Wealth Planning Inc 401K Plan-7$1,623,211$98,403$14,058iApproximate average salary by contribution assumption: employee only about $351,439 at 4% or $234,293 at 6%; with 50% employer match about $234,293 at 4% or $156,195 at 6%; with 100% employer match about $175,720 at 4% or $117,146 at 6%.
201917$1,282,686$72,106$10,301iApproximate average salary by contribution assumption: employee only about $257,521 at 4% or $171,681 at 6%; with 50% employer match about $171,681 at 4% or $114,454 at 6%; with 100% employer match about $128,761 at 4% or $85,840 at 6%.
King Wealth Planning Inc 401K Plan-7$1,282,686$72,106$10,301iApproximate average salary by contribution assumption: employee only about $257,521 at 4% or $171,681 at 6%; with 50% employer match about $171,681 at 4% or $114,454 at 6%; with 100% employer match about $128,761 at 4% or $85,840 at 6%.
201818$974,853$75,702$9,463iApproximate average salary by contribution assumption: employee only about $236,569 at 4% or $157,713 at 6%; with 50% employer match about $157,713 at 4% or $105,142 at 6%; with 100% employer match about $118,284 at 4% or $78,856 at 6%.
King Wealth Planning Inc 401K Plan-8$974,853$75,702$9,463iApproximate average salary by contribution assumption: employee only about $236,569 at 4% or $157,713 at 6%; with 50% employer match about $157,713 at 4% or $105,142 at 6%; with 100% employer match about $118,284 at 4% or $78,856 at 6%.
201719$1,111,921$61,045$6,783iApproximate average salary by contribution assumption: employee only about $169,569 at 4% or $113,046 at 6%; with 50% employer match about $113,046 at 4% or $75,364 at 6%; with 100% employer match about $84,785 at 4% or $56,523 at 6%.
King Wealth Planning Inc 401K Plan-9$1,111,921$61,045$6,783iApproximate average salary by contribution assumption: employee only about $169,569 at 4% or $113,046 at 6%; with 50% employer match about $113,046 at 4% or $75,364 at 6%; with 100% employer match about $84,785 at 4% or $56,523 at 6%.
201619$879,913$52,379$5,820iApproximate average salary by contribution assumption: employee only about $145,497 at 4% or $96,998 at 6%; with 50% employer match about $96,998 at 4% or $64,665 at 6%; with 100% employer match about $72,749 at 4% or $48,499 at 6%.
King Wealth Planning Inc 401K Plan-9$879,913$52,379$5,820iApproximate average salary by contribution assumption: employee only about $145,497 at 4% or $96,998 at 6%; with 50% employer match about $96,998 at 4% or $64,665 at 6%; with 100% employer match about $72,749 at 4% or $48,499 at 6%.
201518$835,855$91,099$11,387iApproximate average salary by contribution assumption: employee only about $284,684 at 4% or $189,790 at 6%; with 50% employer match about $189,790 at 4% or $126,526 at 6%; with 100% employer match about $142,342 at 4% or $94,895 at 6%.
King Wealth Planning Inc 401K Plan-8$835,855$91,099$11,387iApproximate average salary by contribution assumption: employee only about $284,684 at 4% or $189,790 at 6%; with 50% employer match about $189,790 at 4% or $126,526 at 6%; with 100% employer match about $142,342 at 4% or $94,895 at 6%.
201419$749,086$77,633$8,626iApproximate average salary by contribution assumption: employee only about $215,647 at 4% or $143,765 at 6%; with 50% employer match about $143,765 at 4% or $95,843 at 6%; with 100% employer match about $107,824 at 4% or $71,882 at 6%.
King Wealth Planning Inc 401K Plan-9$749,086$77,633$8,626iApproximate average salary by contribution assumption: employee only about $215,647 at 4% or $143,765 at 6%; with 50% employer match about $143,765 at 4% or $95,843 at 6%; with 100% employer match about $107,824 at 4% or $71,882 at 6%.
201316$618,640$65,706$10,951iApproximate average salary by contribution assumption: employee only about $273,775 at 4% or $182,517 at 6%; with 50% employer match about $182,517 at 4% or $121,678 at 6%; with 100% employer match about $136,888 at 4% or $91,258 at 6%.
King Wealth Planning Inc 401K Plan-6$618,640$65,706$10,951iApproximate average salary by contribution assumption: employee only about $273,775 at 4% or $182,517 at 6%; with 50% employer match about $182,517 at 4% or $121,678 at 6%; with 100% employer match about $136,888 at 4% or $91,258 at 6%.
201217$495,125$70,765$10,109iApproximate average salary by contribution assumption: employee only about $252,732 at 4% or $168,488 at 6%; with 50% employer match about $168,488 at 4% or $112,325 at 6%; with 100% employer match about $126,366 at 4% or $84,244 at 6%.
King Wealth Planning Inc 401K Plan-7$495,125$70,765$10,109iApproximate average salary by contribution assumption: employee only about $252,732 at 4% or $168,488 at 6%; with 50% employer match about $168,488 at 4% or $112,325 at 6%; with 100% employer match about $126,366 at 4% or $84,244 at 6%.
201115$404,168$62,100$12,420iApproximate average salary by contribution assumption: employee only about $310,500 at 4% or $207,000 at 6%; with 50% employer match about $207,000 at 4% or $138,000 at 6%; with 100% employer match about $155,250 at 4% or $103,500 at 6%.
King Wealth Planning Inc 401K Plan-5$404,168$62,100$12,420iApproximate average salary by contribution assumption: employee only about $310,500 at 4% or $207,000 at 6%; with 50% employer match about $207,000 at 4% or $138,000 at 6%; with 100% employer match about $155,250 at 4% or $103,500 at 6%.
201015$351,559$78,437$15,687iApproximate average salary by contribution assumption: employee only about $392,185 at 4% or $261,457 at 6%; with 50% employer match about $261,457 at 4% or $174,304 at 6%; with 100% employer match about $196,093 at 4% or $130,728 at 6%.
King Wealth Planning Inc 401K Plan-5$351,559$78,437$15,687iApproximate average salary by contribution assumption: employee only about $392,185 at 4% or $261,457 at 6%; with 50% employer match about $261,457 at 4% or $174,304 at 6%; with 100% employer match about $196,093 at 4% or $130,728 at 6%.
200914$230,116$53,530$13,383iApproximate average salary by contribution assumption: employee only about $334,563 at 4% or $223,042 at 6%; with 50% employer match about $223,042 at 4% or $148,694 at 6%; with 100% employer match about $167,281 at 4% or $111,521 at 6%.
King Wealth Planning Inc 401K Plan-4$230,116$53,530$13,383iApproximate average salary by contribution assumption: employee only about $334,563 at 4% or $223,042 at 6%; with 50% employer match about $223,042 at 4% or $148,694 at 6%; with 100% employer match about $167,281 at 4% or $111,521 at 6%.
200817$124,594$43,478$6,211iApproximate average salary by contribution assumption: employee only about $155,279 at 4% or $103,519 at 6%; with 50% employer match about $103,519 at 4% or $69,013 at 6%; with 100% employer match about $77,639 at 4% or $51,760 at 6%.
King Wealth Planning Inc 401K Plan-7$124,594$43,478$6,211iApproximate average salary by contribution assumption: employee only about $155,279 at 4% or $103,519 at 6%; with 50% employer match about $103,519 at 4% or $69,013 at 6%; with 100% employer match about $77,639 at 4% or $51,760 at 6%.
200716$218,146$33,667$5,611iApproximate average salary by contribution assumption: employee only about $140,279 at 4% or $93,519 at 6%; with 50% employer match about $93,519 at 4% or $62,346 at 6%; with 100% employer match about $70,140 at 4% or $46,760 at 6%.
King Wealth Planning Inc 401K Plan-6$218,146$33,667$5,611iApproximate average salary by contribution assumption: employee only about $140,279 at 4% or $93,519 at 6%; with 50% employer match about $93,519 at 4% or $62,346 at 6%; with 100% employer match about $70,140 at 4% or $46,760 at 6%.
200615$197,947$43,721$8,744iApproximate average salary by contribution assumption: employee only about $218,605 at 4% or $145,737 at 6%; with 50% employer match about $145,737 at 4% or $97,158 at 6%; with 100% employer match about $109,303 at 4% or $72,868 at 6%.
King Wealth Planning Inc 401K Plan-5$197,947$43,721$8,744iApproximate average salary by contribution assumption: employee only about $218,605 at 4% or $145,737 at 6%; with 50% employer match about $145,737 at 4% or $97,158 at 6%; with 100% employer match about $109,303 at 4% or $72,868 at 6%.
200514$136,169$40,760$10,190iApproximate average salary by contribution assumption: employee only about $254,750 at 4% or $169,833 at 6%; with 50% employer match about $169,833 at 4% or $113,222 at 6%; with 100% employer match about $127,375 at 4% or $84,917 at 6%.
King Wealth Planning Inc 401K Plan-4$136,169$40,760$10,190iApproximate average salary by contribution assumption: employee only about $254,750 at 4% or $169,833 at 6%; with 50% employer match about $169,833 at 4% or $113,222 at 6%; with 100% employer match about $127,375 at 4% or $84,917 at 6%.
200414$90,646$81,645$20,411iApproximate average salary by contribution assumption: employee only about $510,281 at 4% or $340,188 at 6%; with 50% employer match about $340,188 at 4% or $226,792 at 6%; with 100% employer match about $255,141 at 4% or $170,094 at 6%.
King Wealth Planning Inc 401K Plan-4$90,646$81,645$20,411iApproximate average salary by contribution assumption: employee only about $510,281 at 4% or $340,188 at 6%; with 50% employer match about $340,188 at 4% or $226,792 at 6%; with 100% employer match about $255,141 at 4% or $170,094 at 6%.