Civic Intelligence

Shiu Y. Kwok, M.D.

Plan context: Shiu Y. Kwok, M. D. Defined Benefit Pension Plan

EIN 94-2925055 • San Francisco, CA • 20 filings • 4 plans

728 Pacific Ave.#702San Francisco, CA 94133
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$5,850,077

2016 Contributions

$450,000

Historical Graphs

Total Assets Over Time

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

$5,850,077$2,925,039$0200520102015YearValue
$5,850,077Latest year 2015

Participants Over Time

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

630200520102015YearValue
3Latest year 2015

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
201620$0$0-
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-0$0$0-
SHIU Y KWOK PROFIT SHARING PA-0$0$0-
201523$5,850,077$0-
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-3$3,701,375$0-
SHIU Y. KWOK PROFIT SHARING PA-2$2,148,702$0-
201423$5,694,589$0-
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-3$3,737,927$0-
SHIU Y. KWOK PROFIT SHARING PA-2$1,956,662$0-
201323$5,411,077$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-3$3,561,596$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
SHIU Y. KWOK PROFIT SHARING PA-2$1,849,481$0-
201224$4,641,398$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-4$3,122,169$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
SHIU Y. KWOK PROFIT SHARING PA-2$1,519,229$0-
201126$4,026,907$420,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-6$2,618,222$420,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
SHIU Y. KWOK PROFIT SHARING PA-2$1,408,685$0-
201026$3,598,193$510,000$85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%.
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-6$2,203,441$510,000$85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%.
SHIU Y KWOK PROFIT SHARING PA-3$1,394,752$0-
200926$2,986,860$446,500$74,417iApproximate average salary by contribution assumption: employee only about $1,860,417 at 4% or $1,240,278 at 6%; with 50% employer match about $1,240,278 at 4% or $826,852 at 6%; with 100% employer match about $930,208 at 4% or $620,139 at 6%.
Shiu Y. Kwok, M. D. Defined Benefit Pension Plan-6$1,666,802$446,500$74,417iApproximate average salary by contribution assumption: employee only about $1,860,417 at 4% or $1,240,278 at 6%; with 50% employer match about $1,240,278 at 4% or $826,852 at 6%; with 100% employer match about $930,208 at 4% or $620,139 at 6%.
SHIU Y KWOK PROFIT SHARING PA-3$1,320,058--
200813$1,251,602$82$27iApproximate average salary by contribution assumption: employee only about $683 at 4% or $456 at 6%; with 50% employer match about $456 at 4% or $304 at 6%; with 100% employer match about $342 at 4% or $228 at 6%.
SHIU Y. KWOK PROFIT SHARING PA-3$1,251,602$82$27iApproximate average salary by contribution assumption: employee only about $683 at 4% or $456 at 6%; with 50% employer match about $456 at 4% or $304 at 6%; with 100% employer match about $342 at 4% or $228 at 6%.
200713$1,534,911$0-
SHIU Y. KWOK PROFIT SHARING PA-3$1,534,911--
200613$1,382,805$0-
SHIU Y. KWOK PROFIT SHARING PA-3$1,382,805--
200513$1,250,618$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
SHIU Y. KWOK PROFIT SHARING PA-3$1,250,618$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.