Civic Intelligence

James K. Wong, D.D.S., Inc.

Plan context: James K. Wong, D.D.S Inc. Profit Sharing Plan

EIN 94-2779709 • San Francisco, CA • 29 filings • 3 plans

P.O. Box 330328San Francisco, CA 94133
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,606,469

2024 Contributions

$250

Historical Graphs

Total Assets Over Time

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

$2,606,469$1,303,235$0199920162024YearValue
$2,606,469Latest year 2024

Participants Over Time

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

210199920122024YearValue
2Latest 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
202412$2,606,469$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$2,606,469--
202312$2,491,660$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$2,491,660$0-
202212$1,820,956$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$1,820,956$0-
202112$1,288,201$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$1,288,201$0-
202012$1,724,549$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$1,724,549$0-
201912$1,373,436$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$1,373,436$0-
201812$1,663,694$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$1,663,694$0-
201712$1,589,216$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$1,589,216$0-
201612$1,215,357$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$1,215,357--
201512$962,257$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$962,257--
201412$758,459$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$758,459$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
201312$722,457$75,639$37,820iApproximate average salary by contribution assumption: employee only about $945,488 at 4% or $630,325 at 6%; with 50% employer match about $630,325 at 4% or $420,217 at 6%; with 100% employer match about $472,744 at 4% or $315,163 at 6%.
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$722,457$75,639$37,820iApproximate average salary by contribution assumption: employee only about $945,488 at 4% or $630,325 at 6%; with 50% employer match about $630,325 at 4% or $420,217 at 6%; with 100% employer match about $472,744 at 4% or $315,163 at 6%.
201212$646,818$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$646,818$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
201112$513,050$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$513,050$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
201012$377,510$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$377,510$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
200912$337,592$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$337,592$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
200712$0$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
200612$0$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
200512$0$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
200412$0$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
200312$0$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
200222$0$0-
James K. Wong, D.D.S Inc. Money Purchase Pension Plan-0---
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
200122$0$0-
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
James K. Wong, D.D.S Inc. Money Purchase Pension Plan-2---
200022$0$0-
James K. Wong, D.D.S Inc. Money Purchase Pension Plan-2---
James K. Wong, D.D.S Inc. Profit Sharing Plan-2---
199922$304,263$7,400$3,700iApproximate average salary by contribution assumption: employee only about $92,500 at 4% or $61,667 at 6%; with 50% employer match about $61,667 at 4% or $41,111 at 6%; with 100% employer match about $46,250 at 4% or $30,833 at 6%.
James K. Wong, D.D.S Inc. Profit Sharing Plan-2$179,461$4,440$2,220iApproximate average salary by contribution assumption: employee only about $55,500 at 4% or $37,000 at 6%; with 50% employer match about $37,000 at 4% or $24,667 at 6%; with 100% employer match about $27,750 at 4% or $18,500 at 6%.
James K. Wong, D.D.S Inc. Money Purchase Pension Plan-2$124,802$2,960$1,480iApproximate average salary by contribution assumption: employee only about $37,000 at 4% or $24,667 at 6%; with 50% employer match about $24,667 at 4% or $16,444 at 6%; with 100% employer match about $18,500 at 4% or $12,333 at 6%.