JASON WU DDS, INC.
Plan context: JASON WU DDS, INC. PENSION PLAN
EIN 87-2470730 • San Jose, CA • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$564,318
2025 Contributions
$201,763
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $564,318 | $0 | - |
| JASON WU DDS, INC. PENSION PLAN | - | 7 | $564,318 | $0 | - |
| 2024 | 2 | 7 | $970,132 | $201,763 | $28,823iApproximate average salary by contribution assumption: employee only about $720,582 at 4% or $480,388 at 6%; with 50% employer match about $480,388 at 4% or $320,259 at 6%; with 100% employer match about $360,291 at 4% or $240,194 at 6%. |
| JASON WU DDS, INC. RETIREMENT PLAN | - | 7 | $487,061 | $114,864 | $16,409iApproximate average salary by contribution assumption: employee only about $410,229 at 4% or $273,486 at 6%; with 50% employer match about $273,486 at 4% or $182,324 at 6%; with 100% employer match about $205,114 at 4% or $136,743 at 6%. |
| JASON WU DDS, INC. PENSION PLAN | - | 7 | $483,071 | $86,899 | $12,414iApproximate average salary by contribution assumption: employee only about $310,354 at 4% or $206,902 at 6%; with 50% employer match about $206,902 at 4% or $137,935 at 6%; with 100% employer match about $155,177 at 4% or $103,451 at 6%. |
| 2023 | 2 | 6 | $623,555 | $177,679 | $29,613iApproximate average salary by contribution assumption: employee only about $740,329 at 4% or $493,553 at 6%; with 50% employer match about $493,553 at 4% or $329,035 at 6%; with 100% employer match about $370,165 at 4% or $246,776 at 6%. |
| JASON WU DDS, INC. PENSION PLAN | - | 6 | $323,022 | $81,671 | $13,612iApproximate average salary by contribution assumption: employee only about $340,296 at 4% or $226,864 at 6%; with 50% employer match about $226,864 at 4% or $151,243 at 6%; with 100% employer match about $170,148 at 4% or $113,432 at 6%. |
| JASON WU DDS, INC. RETIREMENT PLAN | - | 6 | $300,533 | $96,008 | $16,001iApproximate average salary by contribution assumption: employee only about $400,033 at 4% or $266,689 at 6%; with 50% employer match about $266,689 at 4% or $177,793 at 6%; with 100% employer match about $200,017 at 4% or $133,344 at 6%. |
| 2022 | 2 | 6 | $351,199 | $192,898 | $32,150iApproximate average salary by contribution assumption: employee only about $803,742 at 4% or $535,828 at 6%; with 50% employer match about $535,828 at 4% or $357,219 at 6%; with 100% employer match about $401,871 at 4% or $267,914 at 6%. |
| JASON WU DDS, INC. PENSION PLAN | - | 6 | $200,562 | $104,097 | $17,350iApproximate average salary by contribution assumption: employee only about $433,738 at 4% or $289,158 at 6%; with 50% employer match about $289,158 at 4% or $192,772 at 6%; with 100% employer match about $216,869 at 4% or $144,579 at 6%. |
| JASON WU DDS, INC. RETIREMENT PLAN | - | 6 | $150,637 | $88,801 | $14,800iApproximate average salary by contribution assumption: employee only about $370,004 at 4% or $246,669 at 6%; with 50% employer match about $246,669 at 4% or $164,446 at 6%; with 100% employer match about $185,002 at 4% or $123,335 at 6%. |
| 2021 | 2 | 3 | $186,293 | $186,293 | $62,098iApproximate average salary by contribution assumption: employee only about $1,552,442 at 4% or $1,034,961 at 6%; with 50% employer match about $1,034,961 at 4% or $689,974 at 6%; with 100% employer match about $776,221 at 4% or $517,481 at 6%. |
| JASON WU DDS, INC. PENSION PLAN | - | 3 | $105,033 | $105,033 | $35,011iApproximate average salary by contribution assumption: employee only about $875,275 at 4% or $583,517 at 6%; with 50% employer match about $583,517 at 4% or $389,011 at 6%; with 100% employer match about $437,638 at 4% or $291,758 at 6%. |
| JASON WU DDS, INC. RETIREMENT PLAN | - | 3 | $81,260 | $81,260 | $27,087iApproximate average salary by contribution assumption: employee only about $677,167 at 4% or $451,444 at 6%; with 50% employer match about $451,444 at 4% or $300,963 at 6%; with 100% employer match about $338,583 at 4% or $225,722 at 6%. |