Civic Intelligence

Kevin H. Wu Dds. PC.

Plan context: Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan

EIN 93-1205454 • Medford, OR • 26 filings • 7 plans

2201 E Barnett RdMedford, OR 97504-8259
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,270,210

2024 Contributions

$94,327

Historical Graphs

Total Assets Over Time

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

$2,941,513$1,470,757$0199920122024YearValue
$2,270,210Latest year 2024

Participants Over Time

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

1050199920122024YearValue
9Latest year 2024

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
202419$2,270,210$94,327$10,481iApproximate average salary by contribution assumption: employee only about $262,019 at 4% or $174,680 at 6%; with 50% employer match about $174,680 at 4% or $116,453 at 6%; with 100% employer match about $131,010 at 4% or $87,340 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-9$2,270,210$94,327$10,481iApproximate average salary by contribution assumption: employee only about $262,019 at 4% or $174,680 at 6%; with 50% employer match about $174,680 at 4% or $116,453 at 6%; with 100% employer match about $131,010 at 4% or $87,340 at 6%.
202318$2,043,864$86,116$10,765iApproximate average salary by contribution assumption: employee only about $269,113 at 4% or $179,408 at 6%; with 50% employer match about $179,408 at 4% or $119,606 at 6%; with 100% employer match about $134,556 at 4% or $89,704 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-8$2,043,864$86,116$10,765iApproximate average salary by contribution assumption: employee only about $269,113 at 4% or $179,408 at 6%; with 50% employer match about $179,408 at 4% or $119,606 at 6%; with 100% employer match about $134,556 at 4% or $89,704 at 6%.
202219$2,552,026$95,180$10,576iApproximate average salary by contribution assumption: employee only about $264,389 at 4% or $176,259 at 6%; with 50% employer match about $176,259 at 4% or $117,506 at 6%; with 100% employer match about $132,194 at 4% or $88,130 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-9$2,552,026$95,180$10,576iApproximate average salary by contribution assumption: employee only about $264,389 at 4% or $176,259 at 6%; with 50% employer match about $176,259 at 4% or $117,506 at 6%; with 100% employer match about $132,194 at 4% or $88,130 at 6%.
202118$2,941,513$86,232$10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-8$2,941,513$86,232$10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%.
202019$2,649,612$78,681$8,742iApproximate average salary by contribution assumption: employee only about $218,558 at 4% or $145,706 at 6%; with 50% employer match about $145,706 at 4% or $97,137 at 6%; with 100% employer match about $109,279 at 4% or $72,853 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-9$2,649,612$78,681$8,742iApproximate average salary by contribution assumption: employee only about $218,558 at 4% or $145,706 at 6%; with 50% employer match about $145,706 at 4% or $97,137 at 6%; with 100% employer match about $109,279 at 4% or $72,853 at 6%.
201919$2,325,143$83,145$9,238iApproximate average salary by contribution assumption: employee only about $230,958 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-9$2,325,143$83,145$9,238iApproximate average salary by contribution assumption: employee only about $230,958 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
2018110$1,910,577$88,581$8,858iApproximate average salary by contribution assumption: employee only about $221,453 at 4% or $147,635 at 6%; with 50% employer match about $147,635 at 4% or $98,423 at 6%; with 100% employer match about $110,726 at 4% or $73,818 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-10$1,910,577$88,581$8,858iApproximate average salary by contribution assumption: employee only about $221,453 at 4% or $147,635 at 6%; with 50% employer match about $147,635 at 4% or $98,423 at 6%; with 100% employer match about $110,726 at 4% or $73,818 at 6%.
2017110$2,030,282$85,608$8,561iApproximate average salary by contribution assumption: employee only about $214,020 at 4% or $142,680 at 6%; with 50% employer match about $142,680 at 4% or $95,120 at 6%; with 100% employer match about $107,010 at 4% or $71,340 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-10$2,030,282$85,608$8,561iApproximate average salary by contribution assumption: employee only about $214,020 at 4% or $142,680 at 6%; with 50% employer match about $142,680 at 4% or $95,120 at 6%; with 100% employer match about $107,010 at 4% or $71,340 at 6%.
201619$1,708,664$76,192$8,466iApproximate average salary by contribution assumption: employee only about $211,644 at 4% or $141,096 at 6%; with 50% employer match about $141,096 at 4% or $94,064 at 6%; with 100% employer match about $105,822 at 4% or $70,548 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-9$1,708,664$76,192$8,466iApproximate average salary by contribution assumption: employee only about $211,644 at 4% or $141,096 at 6%; with 50% employer match about $141,096 at 4% or $94,064 at 6%; with 100% employer match about $105,822 at 4% or $70,548 at 6%.
2015110$1,592,520$77,614$7,761iApproximate average salary by contribution assumption: employee only about $194,035 at 4% or $129,357 at 6%; with 50% employer match about $129,357 at 4% or $86,238 at 6%; with 100% employer match about $97,018 at 4% or $64,678 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-10$1,592,520$77,614$7,761iApproximate average salary by contribution assumption: employee only about $194,035 at 4% or $129,357 at 6%; with 50% employer match about $129,357 at 4% or $86,238 at 6%; with 100% employer match about $97,018 at 4% or $64,678 at 6%.
201419$1,625,550$84,234$9,359iApproximate average salary by contribution assumption: employee only about $233,983 at 4% or $155,989 at 6%; with 50% employer match about $155,989 at 4% or $103,993 at 6%; with 100% employer match about $116,992 at 4% or $77,994 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-9$1,625,550$84,234$9,359iApproximate average salary by contribution assumption: employee only about $233,983 at 4% or $155,989 at 6%; with 50% employer match about $155,989 at 4% or $103,993 at 6%; with 100% employer match about $116,992 at 4% or $77,994 at 6%.
201318$1,486,437$76,773$9,597iApproximate average salary by contribution assumption: employee only about $239,916 at 4% or $159,944 at 6%; with 50% employer match about $159,944 at 4% or $106,629 at 6%; with 100% employer match about $119,958 at 4% or $79,972 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-8$1,486,437$76,773$9,597iApproximate average salary by contribution assumption: employee only about $239,916 at 4% or $159,944 at 6%; with 50% employer match about $159,944 at 4% or $106,629 at 6%; with 100% employer match about $119,958 at 4% or $79,972 at 6%.
201218$1,318,908$82,639$10,330iApproximate average salary by contribution assumption: employee only about $258,247 at 4% or $172,165 at 6%; with 50% employer match about $172,165 at 4% or $114,776 at 6%; with 100% employer match about $129,123 at 4% or $86,082 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-8$1,318,908$82,639$10,330iApproximate average salary by contribution assumption: employee only about $258,247 at 4% or $172,165 at 6%; with 50% employer match about $172,165 at 4% or $114,776 at 6%; with 100% employer match about $129,123 at 4% or $86,082 at 6%.
2011110$1,157,398$69,368$6,937iApproximate average salary by contribution assumption: employee only about $173,420 at 4% or $115,613 at 6%; with 50% employer match about $115,613 at 4% or $77,076 at 6%; with 100% employer match about $86,710 at 4% or $57,807 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-10$1,157,398$69,368$6,937iApproximate average salary by contribution assumption: employee only about $173,420 at 4% or $115,613 at 6%; with 50% employer match about $115,613 at 4% or $77,076 at 6%; with 100% employer match about $86,710 at 4% or $57,807 at 6%.
201018$1,120,268$65,857$8,232iApproximate average salary by contribution assumption: employee only about $205,803 at 4% or $137,202 at 6%; with 50% employer match about $137,202 at 4% or $91,468 at 6%; with 100% employer match about $102,902 at 4% or $68,601 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-8$1,120,268$65,857$8,232iApproximate average salary by contribution assumption: employee only about $205,803 at 4% or $137,202 at 6%; with 50% employer match about $137,202 at 4% or $91,468 at 6%; with 100% employer match about $102,902 at 4% or $68,601 at 6%.
200917$966,239$67,211$9,602iApproximate average salary by contribution assumption: employee only about $240,039 at 4% or $160,026 at 6%; with 50% employer match about $160,026 at 4% or $106,684 at 6%; with 100% employer match about $120,020 at 4% or $80,013 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-7$966,239$67,211$9,602iApproximate average salary by contribution assumption: employee only about $240,039 at 4% or $160,026 at 6%; with 50% employer match about $160,026 at 4% or $106,684 at 6%; with 100% employer match about $120,020 at 4% or $80,013 at 6%.
200818$772,491$70,233$8,779iApproximate average salary by contribution assumption: employee only about $219,478 at 4% or $146,319 at 6%; with 50% employer match about $146,319 at 4% or $97,546 at 6%; with 100% employer match about $109,739 at 4% or $73,159 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-8$772,491$70,233$8,779iApproximate average salary by contribution assumption: employee only about $219,478 at 4% or $146,319 at 6%; with 50% employer match about $146,319 at 4% or $97,546 at 6%; with 100% employer match about $109,739 at 4% or $73,159 at 6%.
200719$1,028,930$123,407$13,712iApproximate average salary by contribution assumption: employee only about $342,797 at 4% or $228,531 at 6%; with 50% employer match about $228,531 at 4% or $152,354 at 6%; with 100% employer match about $171,399 at 4% or $114,266 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-9$1,028,930$123,407$13,712iApproximate average salary by contribution assumption: employee only about $342,797 at 4% or $228,531 at 6%; with 50% employer match about $228,531 at 4% or $152,354 at 6%; with 100% employer match about $171,399 at 4% or $114,266 at 6%.
200617$888,025$111,012$15,859iApproximate average salary by contribution assumption: employee only about $396,471 at 4% or $264,314 at 6%; with 50% employer match about $264,314 at 4% or $176,210 at 6%; with 100% employer match about $198,236 at 4% or $132,157 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-7$888,025$111,012$15,859iApproximate average salary by contribution assumption: employee only about $396,471 at 4% or $264,314 at 6%; with 50% employer match about $264,314 at 4% or $176,210 at 6%; with 100% employer match about $198,236 at 4% or $132,157 at 6%.
200516$667,558$103,894$17,316iApproximate average salary by contribution assumption: employee only about $432,892 at 4% or $288,594 at 6%; with 50% employer match about $288,594 at 4% or $192,396 at 6%; with 100% employer match about $216,446 at 4% or $144,297 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-6$667,558$103,894$17,316iApproximate average salary by contribution assumption: employee only about $432,892 at 4% or $288,594 at 6%; with 50% employer match about $288,594 at 4% or $192,396 at 6%; with 100% employer match about $216,446 at 4% or $144,297 at 6%.
200417$566,937$106,005$15,144iApproximate average salary by contribution assumption: employee only about $378,589 at 4% or $252,393 at 6%; with 50% employer match about $252,393 at 4% or $168,262 at 6%; with 100% employer match about $189,295 at 4% or $126,196 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-7$566,937$106,005$15,144iApproximate average salary by contribution assumption: employee only about $378,589 at 4% or $252,393 at 6%; with 50% employer match about $252,393 at 4% or $168,262 at 6%; with 100% employer match about $189,295 at 4% or $126,196 at 6%.
2003110$402,498$102,624$10,262iApproximate average salary by contribution assumption: employee only about $256,560 at 4% or $171,040 at 6%; with 50% employer match about $171,040 at 4% or $114,027 at 6%; with 100% employer match about $128,280 at 4% or $85,520 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-10$402,498$102,624$10,262iApproximate average salary by contribution assumption: employee only about $256,560 at 4% or $171,040 at 6%; with 50% employer match about $171,040 at 4% or $114,027 at 6%; with 100% employer match about $128,280 at 4% or $85,520 at 6%.
200217$240,321$71,500$10,214iApproximate average salary by contribution assumption: employee only about $255,357 at 4% or $170,238 at 6%; with 50% employer match about $170,238 at 4% or $113,492 at 6%; with 100% employer match about $127,679 at 4% or $85,119 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-7$240,321$71,500$10,214iApproximate average salary by contribution assumption: employee only about $255,357 at 4% or $170,238 at 6%; with 50% employer match about $170,238 at 4% or $113,492 at 6%; with 100% employer match about $127,679 at 4% or $85,119 at 6%.
200115$0$0-
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-5---
200014$174,365$51,992$12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-4$174,365$51,992$12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%.
199915$169,986$66,248$13,250iApproximate average salary by contribution assumption: employee only about $331,240 at 4% or $220,827 at 6%; with 50% employer match about $220,827 at 4% or $147,218 at 6%; with 100% employer match about $165,620 at 4% or $110,413 at 6%.
Kevin H. Wu Dds. PC. 401K Profit Sharing Prototype Plan-5$169,986$66,248$13,250iApproximate average salary by contribution assumption: employee only about $331,240 at 4% or $220,827 at 6%; with 50% employer match about $220,827 at 4% or $147,218 at 6%; with 100% employer match about $165,620 at 4% or $110,413 at 6%.
Kevin H. Wu Dds. PC. | EIN 93-1205454 | 2024 Form 5500 Company Profile