James G. Woo, CPA
Plan context: James G. Woo, CPA Retirement Plan
EIN 94-3144355 • 6 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$159,576
2021 Contributions
$40,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| James G. Woo, CPA Retirement Plan | - | 0 | - | - | - |
| 2020 | 1 | 2 | $159,576 | $0 | - |
| James G. Woo, CPA Retirement Plan | - | 2 | $159,576 | - | - |
| 2019 | 1 | 2 | $151,657 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| James G. Woo, CPA Retirement Plan | - | 2 | $151,657 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2018 | 1 | 2 | $103,535 | $37,187 | $18,594iApproximate average salary by contribution assumption: employee only about $464,838 at 4% or $309,892 at 6%; with 50% employer match about $309,892 at 4% or $206,594 at 6%; with 100% employer match about $232,419 at 4% or $154,946 at 6%. |
| James G. Woo, CPA Retirement Plan | - | 2 | $103,535 | $37,187 | $18,594iApproximate average salary by contribution assumption: employee only about $464,838 at 4% or $309,892 at 6%; with 50% employer match about $309,892 at 4% or $206,594 at 6%; with 100% employer match about $232,419 at 4% or $154,946 at 6%. |
| 2017 | 1 | 2 | $71,980 | $32,695 | $16,348iApproximate average salary by contribution assumption: employee only about $408,688 at 4% or $272,458 at 6%; with 50% employer match about $272,458 at 4% or $181,639 at 6%; with 100% employer match about $204,344 at 4% or $136,229 at 6%. |
| James G. Woo, CPA Retirement Plan | - | 2 | $71,980 | $32,695 | $16,348iApproximate average salary by contribution assumption: employee only about $408,688 at 4% or $272,458 at 6%; with 50% employer match about $272,458 at 4% or $181,639 at 6%; with 100% employer match about $204,344 at 4% or $136,229 at 6%. |
| 2016 | 1 | 2 | $38,468 | $38,468 | $19,234iApproximate average salary by contribution assumption: employee only about $480,850 at 4% or $320,567 at 6%; with 50% employer match about $320,567 at 4% or $213,711 at 6%; with 100% employer match about $240,425 at 4% or $160,283 at 6%. |
| James G. Woo, CPA Retirement Plan | - | 2 | $38,468 | $38,468 | $19,234iApproximate average salary by contribution assumption: employee only about $480,850 at 4% or $320,567 at 6%; with 50% employer match about $320,567 at 4% or $213,711 at 6%; with 100% employer match about $240,425 at 4% or $160,283 at 6%. |