Civic Intelligence

M. Kwon. PC. Inc.

Plan context: M. Kwon. PC. Inc. Retirement Trust

EIN 91-1886927 • Portland, OR • 8 filings • 1 plans

8136 SE Foster Road 260Portland, OR 97206
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$491,885

2023 Contributions

$19,061

Historical Graphs

Total Assets Over Time

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

$562,212$281,106$0201620192022YearValue
$491,885Latest year 2022

Participants Over Time

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

630201620192022YearValue
6Latest year 2022

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
202310$0$19,061-
M. Kwon. PC. Inc. Retirement Trust-0-$19,061-
202216$491,885$93,869$15,645iApproximate average salary by contribution assumption: employee only about $391,121 at 4% or $260,747 at 6%; with 50% employer match about $260,747 at 4% or $173,831 at 6%; with 100% employer match about $195,560 at 4% or $130,374 at 6%.
M. Kwon. PC. Inc. Retirement Trust-6$491,885$93,869$15,645iApproximate average salary by contribution assumption: employee only about $391,121 at 4% or $260,747 at 6%; with 50% employer match about $260,747 at 4% or $173,831 at 6%; with 100% employer match about $195,560 at 4% or $130,374 at 6%.
202116$562,212$86,490$14,415iApproximate average salary by contribution assumption: employee only about $360,375 at 4% or $240,250 at 6%; with 50% employer match about $240,250 at 4% or $160,167 at 6%; with 100% employer match about $180,188 at 4% or $120,125 at 6%.
M. Kwon. PC. Inc. Retirement Trust-6$562,212$86,490$14,415iApproximate average salary by contribution assumption: employee only about $360,375 at 4% or $240,250 at 6%; with 50% employer match about $240,250 at 4% or $160,167 at 6%; with 100% employer match about $180,188 at 4% or $120,125 at 6%.
202015$393,247$64,396$12,879iApproximate average salary by contribution assumption: employee only about $321,980 at 4% or $214,653 at 6%; with 50% employer match about $214,653 at 4% or $143,102 at 6%; with 100% employer match about $160,990 at 4% or $107,327 at 6%.
M. Kwon. PC. Inc. Retirement Trust-5$393,247$64,396$12,879iApproximate average salary by contribution assumption: employee only about $321,980 at 4% or $214,653 at 6%; with 50% employer match about $214,653 at 4% or $143,102 at 6%; with 100% employer match about $160,990 at 4% or $107,327 at 6%.
201916$269,767$64,052$10,675iApproximate average salary by contribution assumption: employee only about $266,883 at 4% or $177,922 at 6%; with 50% employer match about $177,922 at 4% or $118,615 at 6%; with 100% employer match about $133,442 at 4% or $88,961 at 6%.
M. Kwon. PC. Inc. Retirement Trust-6$269,767$64,052$10,675iApproximate average salary by contribution assumption: employee only about $266,883 at 4% or $177,922 at 6%; with 50% employer match about $177,922 at 4% or $118,615 at 6%; with 100% employer match about $133,442 at 4% or $88,961 at 6%.
201816$155,571$55,508$9,251iApproximate average salary by contribution assumption: employee only about $231,283 at 4% or $154,189 at 6%; with 50% employer match about $154,189 at 4% or $102,793 at 6%; with 100% employer match about $115,642 at 4% or $77,094 at 6%.
M. Kwon. PC. Inc. Retirement Trust-6$155,571$55,508$9,251iApproximate average salary by contribution assumption: employee only about $231,283 at 4% or $154,189 at 6%; with 50% employer match about $154,189 at 4% or $102,793 at 6%; with 100% employer match about $115,642 at 4% or $77,094 at 6%.
201716$110,477$45,859$7,643iApproximate average salary by contribution assumption: employee only about $191,079 at 4% or $127,386 at 6%; with 50% employer match about $127,386 at 4% or $84,924 at 6%; with 100% employer match about $95,540 at 4% or $63,693 at 6%.
M. Kwon. PC. Inc. Retirement Trust-6$110,477$45,859$7,643iApproximate average salary by contribution assumption: employee only about $191,079 at 4% or $127,386 at 6%; with 50% employer match about $127,386 at 4% or $84,924 at 6%; with 100% employer match about $95,540 at 4% or $63,693 at 6%.
201614$47,983$45,885$11,471iApproximate average salary by contribution assumption: employee only about $286,781 at 4% or $191,188 at 6%; with 50% employer match about $191,188 at 4% or $127,458 at 6%; with 100% employer match about $143,391 at 4% or $95,594 at 6%.
M. Kwon. PC. Inc. Retirement Trust-4$47,983$45,885$11,471iApproximate average salary by contribution assumption: employee only about $286,781 at 4% or $191,188 at 6%; with 50% employer match about $191,188 at 4% or $127,458 at 6%; with 100% employer match about $143,391 at 4% or $95,594 at 6%.