Civic Intelligence

Wai - Bong Lok, MD.

Plan context: WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN

EIN 94-2757894 • Oakland, CA • 22 filings • 4 plans

400 30th Street, Suite 304Oakland, CA 94609
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$1,038,992

2014 Contributions

$100,269

Historical Graphs

Total Assets Over Time

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

$1,038,992$519,496$0200520102013YearValue
$1,038,992Latest year 2013

Participants Over Time

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

210200020092013YearValue
2Latest year 2013

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
201420$0$0-
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-0$0$0-
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-0$0$0-
201322$1,038,992$100,269$50,135iApproximate average salary by contribution assumption: employee only about $1,253,363 at 4% or $835,575 at 6%; with 50% employer match about $835,575 at 4% or $557,050 at 6%; with 100% employer match about $626,681 at 4% or $417,788 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$969,940$93,000$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$69,052$7,269$7,269iApproximate average salary by contribution assumption: employee only about $181,725 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%.
201222$861,042$92,687$46,344iApproximate average salary by contribution assumption: employee only about $1,158,588 at 4% or $772,392 at 6%; with 50% employer match about $772,392 at 4% or $514,928 at 6%; with 100% employer match about $579,294 at 4% or $386,196 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$804,531$85,745$42,873iApproximate average salary by contribution assumption: employee only about $1,071,813 at 4% or $714,542 at 6%; with 50% employer match about $714,542 at 4% or $476,361 at 6%; with 100% employer match about $535,906 at 4% or $357,271 at 6%.
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$56,511$6,942$6,942iApproximate average salary by contribution assumption: employee only about $173,550 at 4% or $115,700 at 6%; with 50% employer match about $115,700 at 4% or $77,133 at 6%; with 100% employer match about $86,775 at 4% or $57,850 at 6%.
201122$692,461$102,583$51,292iApproximate average salary by contribution assumption: employee only about $1,282,288 at 4% or $854,858 at 6%; with 50% employer match about $854,858 at 4% or $569,906 at 6%; with 100% employer match about $641,144 at 4% or $427,429 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$647,604$93,244$46,622iApproximate average salary by contribution assumption: employee only about $1,165,550 at 4% or $777,033 at 6%; with 50% employer match about $777,033 at 4% or $518,022 at 6%; with 100% employer match about $582,775 at 4% or $388,517 at 6%.
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$44,857$9,339$9,339iApproximate average salary by contribution assumption: employee only about $233,475 at 4% or $155,650 at 6%; with 50% employer match about $155,650 at 4% or $103,767 at 6%; with 100% employer match about $116,738 at 4% or $77,825 at 6%.
201022$628,309$8,609$4,305iApproximate average salary by contribution assumption: employee only about $107,613 at 4% or $71,742 at 6%; with 50% employer match about $71,742 at 4% or $47,828 at 6%; with 100% employer match about $53,806 at 4% or $35,871 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$591,421$0-
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$36,888$8,609$8,609iApproximate average salary by contribution assumption: employee only about $215,225 at 4% or $143,483 at 6%; with 50% employer match about $143,483 at 4% or $95,656 at 6%; with 100% employer match about $107,613 at 4% or $71,742 at 6%.
200922$571,588$206,740$103,370iApproximate average salary by contribution assumption: employee only about $2,584,250 at 4% or $1,722,833 at 6%; with 50% employer match about $1,722,833 at 4% or $1,148,556 at 6%; with 100% employer match about $1,292,125 at 4% or $861,417 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$545,074$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$26,514$6,740$6,740iApproximate average salary by contribution assumption: employee only about $168,500 at 4% or $112,333 at 6%; with 50% employer match about $112,333 at 4% or $74,889 at 6%; with 100% employer match about $84,250 at 4% or $56,167 at 6%.
200822$289,148$6,696$3,348iApproximate average salary by contribution assumption: employee only about $83,700 at 4% or $55,800 at 6%; with 50% employer match about $55,800 at 4% or $37,200 at 6%; with 100% employer match about $41,850 at 4% or $27,900 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$272,302--
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$16,846$6,696$6,696iApproximate average salary by contribution assumption: employee only about $167,400 at 4% or $111,600 at 6%; with 50% employer match about $111,600 at 4% or $74,400 at 6%; with 100% employer match about $83,700 at 4% or $55,800 at 6%.
200722$0$0-
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2---
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1---
200622$312,530$168,930$84,465iApproximate average salary by contribution assumption: employee only about $2,111,625 at 4% or $1,407,750 at 6%; with 50% employer match about $1,407,750 at 4% or $938,500 at 6%; with 100% employer match about $1,055,813 at 4% or $703,875 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$302,371$164,487$82,244iApproximate average salary by contribution assumption: employee only about $2,056,088 at 4% or $1,370,725 at 6%; with 50% employer match about $1,370,725 at 4% or $913,817 at 6%; with 100% employer match about $1,028,044 at 4% or $685,363 at 6%.
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$10,159$4,443$4,443iApproximate average salary by contribution assumption: employee only about $111,075 at 4% or $74,050 at 6%; with 50% employer match about $74,050 at 4% or $49,367 at 6%; with 100% employer match about $55,538 at 4% or $37,025 at 6%.
200522$130,571$130,571$65,286iApproximate average salary by contribution assumption: employee only about $1,632,138 at 4% or $1,088,092 at 6%; with 50% employer match about $1,088,092 at 4% or $725,394 at 6%; with 100% employer match about $816,069 at 4% or $544,046 at 6%.
WAI-BONG LOK, M.D. DEFINED BENEFIT PLAN-2$125,383$125,383$62,692iApproximate average salary by contribution assumption: employee only about $1,567,288 at 4% or $1,044,858 at 6%; with 50% employer match about $1,044,858 at 4% or $696,572 at 6%; with 100% employer match about $783,644 at 4% or $522,429 at 6%.
WAI-BONG LOK, M.D. PROFIT SHARING PLAN-1$5,188$5,188$5,188iApproximate average salary by contribution assumption: employee only about $129,700 at 4% or $86,467 at 6%; with 50% employer match about $86,467 at 4% or $57,644 at 6%; with 100% employer match about $64,850 at 4% or $43,233 at 6%.
200011$0$0-
Fidelity Management Trust Company-1---
199910$0$0-
Fidelity Management Trust Company-0---