Civic Intelligence

Marcus R. Kwan, M.D. Inc.

Plan context: Marcus R. Kwan, M.D. Inc. Profit Sharing Plan and Trust

EIN 94-2486280 • 8 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$1,448,835

2002 Contributions

$21,908

Historical Graphs

Total Assets Over Time

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

$1,458,712$729,356$019992000YearValue
$1,448,835Latest year 2000

Participants Over Time

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

210199920002001YearValue
2Latest year 2001

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
200220$0$0-
Marcus R. Kwan, M.D. Inc. Money Purchase Pension Plan and Trust-0---
Marcus R. Kwan, M.D. Inc. Profit Sharing Plan and Trust-0---
200122$0$0-
Marcus R. Kwan, M.D. Inc. Profit Sharing Plan and Trust-2---
Marcus R. Kwan, M.D. Inc. Money Purchase Pension Plan and Trust-2---
200022$1,448,835$21,908$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
Marcus R. Kwan, M.D. Inc. Profit Sharing Plan and Trust-2$823,341$13,145$6,573iApproximate average salary by contribution assumption: employee only about $164,313 at 4% or $109,542 at 6%; with 50% employer match about $109,542 at 4% or $73,028 at 6%; with 100% employer match about $82,156 at 4% or $54,771 at 6%.
Marcus R. Kwan, M.D. Inc. Money Purchase Pension Plan and Trust-2$625,494$8,763$4,382iApproximate average salary by contribution assumption: employee only about $109,538 at 4% or $73,025 at 6%; with 50% employer match about $73,025 at 4% or $48,683 at 6%; with 100% employer match about $54,769 at 4% or $36,513 at 6%.
199922$1,458,712$22,827$11,414iApproximate average salary by contribution assumption: employee only about $285,338 at 4% or $190,225 at 6%; with 50% employer match about $190,225 at 4% or $126,817 at 6%; with 100% employer match about $142,669 at 4% or $95,113 at 6%.
Marcus R. Kwan, M.D. Inc. Profit Sharing Plan and Trust-2$828,244$13,069$6,535iApproximate average salary by contribution assumption: employee only about $163,363 at 4% or $108,908 at 6%; with 50% employer match about $108,908 at 4% or $72,606 at 6%; with 100% employer match about $81,681 at 4% or $54,454 at 6%.
Marcus R. Kwan, M.D. Inc. Money Purchase Pension Plan and Trust-2$630,468$9,758$4,879iApproximate average salary by contribution assumption: employee only about $121,975 at 4% or $81,317 at 6%; with 50% employer match about $81,317 at 4% or $54,211 at 6%; with 100% employer match about $60,988 at 4% or $40,658 at 6%.
Marcus R. Kwan, M.D. Inc. | EIN 94-2486280 | 2002 Form 5500 Company Profile