Civic Intelligence

Jeffrey R. Wong, Dds

Plan context: Jeffrey R. Wong, Dds Money Purchase Pension Plan

EIN 94-3193233 • Oakland, CA • 25 filings • 4 plans

2844 Summit Street, Suite 105Oakland, CA 94609
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,890,113

2024 Contributions

$12,134

Historical Graphs

Total Assets Over Time

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

$3,890,113$1,945,057$0199920132024YearValue
$3,890,113Latest year 2024

Participants Over Time

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

530199920122024YearValue
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$3,890,113$12,134$6,067iApproximate average salary by contribution assumption: employee only about $151,675 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,411 at 6%; with 100% employer match about $75,838 at 4% or $50,558 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$3,890,113$12,134$6,067iApproximate average salary by contribution assumption: employee only about $151,675 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,411 at 6%; with 100% employer match about $75,838 at 4% or $50,558 at 6%.
202312$2,534,404$16,070$8,035iApproximate average salary by contribution assumption: employee only about $200,875 at 4% or $133,917 at 6%; with 50% employer match about $133,917 at 4% or $89,278 at 6%; with 100% employer match about $100,438 at 4% or $66,958 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$2,534,404$16,070$8,035iApproximate average salary by contribution assumption: employee only about $200,875 at 4% or $133,917 at 6%; with 50% employer match about $133,917 at 4% or $89,278 at 6%; with 100% employer match about $100,438 at 4% or $66,958 at 6%.
202212$1,368,371$13,196$6,598iApproximate average salary by contribution assumption: employee only about $164,950 at 4% or $109,967 at 6%; with 50% employer match about $109,967 at 4% or $73,311 at 6%; with 100% employer match about $82,475 at 4% or $54,983 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$1,368,371$13,196$6,598iApproximate average salary by contribution assumption: employee only about $164,950 at 4% or $109,967 at 6%; with 50% employer match about $109,967 at 4% or $73,311 at 6%; with 100% employer match about $82,475 at 4% or $54,983 at 6%.
202112$3,465,289$16,744$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$3,465,289$16,744$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
202012$2,492,891$17,218$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%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$2,492,891$17,218$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%.
201912$1,318,201$3,229$1,615iApproximate average salary by contribution assumption: employee only about $40,363 at 4% or $26,908 at 6%; with 50% employer match about $26,908 at 4% or $17,939 at 6%; with 100% employer match about $20,181 at 4% or $13,454 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$1,318,201$3,229$1,615iApproximate average salary by contribution assumption: employee only about $40,363 at 4% or $26,908 at 6%; with 50% employer match about $26,908 at 4% or $17,939 at 6%; with 100% employer match about $20,181 at 4% or $13,454 at 6%.
201812$1,187,096$30,682$15,341iApproximate average salary by contribution assumption: employee only about $383,525 at 4% or $255,683 at 6%; with 50% employer match about $255,683 at 4% or $170,456 at 6%; with 100% employer match about $191,763 at 4% or $127,842 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$1,187,096$30,682$15,341iApproximate average salary by contribution assumption: employee only about $383,525 at 4% or $255,683 at 6%; with 50% employer match about $255,683 at 4% or $170,456 at 6%; with 100% employer match about $191,763 at 4% or $127,842 at 6%.
201712$1,192,527$28,693$14,347iApproximate average salary by contribution assumption: employee only about $358,663 at 4% or $239,108 at 6%; with 50% employer match about $239,108 at 4% or $159,406 at 6%; with 100% employer match about $179,331 at 4% or $119,554 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$1,192,527$28,693$14,347iApproximate average salary by contribution assumption: employee only about $358,663 at 4% or $239,108 at 6%; with 50% employer match about $239,108 at 4% or $159,406 at 6%; with 100% employer match about $179,331 at 4% or $119,554 at 6%.
201612$1,054,058$2,109$1,055iApproximate average salary by contribution assumption: employee only about $26,363 at 4% or $17,575 at 6%; with 50% employer match about $17,575 at 4% or $11,717 at 6%; with 100% employer match about $13,181 at 4% or $8,788 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$1,054,058$2,109$1,055iApproximate average salary by contribution assumption: employee only about $26,363 at 4% or $17,575 at 6%; with 50% employer match about $17,575 at 4% or $11,717 at 6%; with 100% employer match about $13,181 at 4% or $8,788 at 6%.
201512$1,014,005$14,197$7,099iApproximate average salary by contribution assumption: employee only about $177,463 at 4% or $118,308 at 6%; with 50% employer match about $118,308 at 4% or $78,872 at 6%; with 100% employer match about $88,731 at 4% or $59,154 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$1,014,005$14,197$7,099iApproximate average salary by contribution assumption: employee only about $177,463 at 4% or $118,308 at 6%; with 50% employer match about $118,308 at 4% or $78,872 at 6%; with 100% employer match about $88,731 at 4% or $59,154 at 6%.
201412$1,019,545$13,756$6,878iApproximate average salary by contribution assumption: employee only about $171,950 at 4% or $114,633 at 6%; with 50% employer match about $114,633 at 4% or $76,422 at 6%; with 100% employer match about $85,975 at 4% or $57,317 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$1,019,545$13,756$6,878iApproximate average salary by contribution assumption: employee only about $171,950 at 4% or $114,633 at 6%; with 50% employer match about $114,633 at 4% or $76,422 at 6%; with 100% employer match about $85,975 at 4% or $57,317 at 6%.
201314$961,446$32,732$8,183iApproximate average salary by contribution assumption: employee only about $204,575 at 4% or $136,383 at 6%; with 50% employer match about $136,383 at 4% or $90,922 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-4$961,446$32,732$8,183iApproximate average salary by contribution assumption: employee only about $204,575 at 4% or $136,383 at 6%; with 50% employer match about $136,383 at 4% or $90,922 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
201214$814,010$31,893$7,973iApproximate average salary by contribution assumption: employee only about $199,331 at 4% or $132,888 at 6%; with 50% employer match about $132,888 at 4% or $88,592 at 6%; with 100% employer match about $99,666 at 4% or $66,444 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-4$814,010$31,893$7,973iApproximate average salary by contribution assumption: employee only about $199,331 at 4% or $132,888 at 6%; with 50% employer match about $132,888 at 4% or $88,592 at 6%; with 100% employer match about $99,666 at 4% or $66,444 at 6%.
201114$729,046$14,763$3,691iApproximate average salary by contribution assumption: employee only about $92,269 at 4% or $61,513 at 6%; with 50% employer match about $61,513 at 4% or $41,008 at 6%; with 100% employer match about $46,134 at 4% or $30,756 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-4$729,046$14,763$3,691iApproximate average salary by contribution assumption: employee only about $92,269 at 4% or $61,513 at 6%; with 50% employer match about $61,513 at 4% or $41,008 at 6%; with 100% employer match about $46,134 at 4% or $30,756 at 6%.
201015$731,205$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-5$731,205$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200914$672,215$52,568$13,142iApproximate average salary by contribution assumption: employee only about $328,550 at 4% or $219,033 at 6%; with 50% employer match about $219,033 at 4% or $146,022 at 6%; with 100% employer match about $164,275 at 4% or $109,517 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-4$672,215$52,568$13,142iApproximate average salary by contribution assumption: employee only about $328,550 at 4% or $219,033 at 6%; with 50% employer match about $219,033 at 4% or $146,022 at 6%; with 100% employer match about $164,275 at 4% or $109,517 at 6%.
200811$543,808$49,889$49,889iApproximate average salary by contribution assumption: employee only about $1,247,225 at 4% or $831,483 at 6%; with 50% employer match about $831,483 at 4% or $554,322 at 6%; with 100% employer match about $623,613 at 4% or $415,742 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1$543,808$49,889$49,889iApproximate average salary by contribution assumption: employee only about $1,247,225 at 4% or $831,483 at 6%; with 50% employer match about $831,483 at 4% or $554,322 at 6%; with 100% employer match about $623,613 at 4% or $415,742 at 6%.
200711$641,996$47,185$47,185iApproximate average salary by contribution assumption: employee only about $1,179,625 at 4% or $786,417 at 6%; with 50% employer match about $786,417 at 4% or $524,278 at 6%; with 100% employer match about $589,813 at 4% or $393,208 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1$641,996$47,185$47,185iApproximate average salary by contribution assumption: employee only about $1,179,625 at 4% or $786,417 at 6%; with 50% employer match about $786,417 at 4% or $524,278 at 6%; with 100% employer match about $589,813 at 4% or $393,208 at 6%.
200611$573,287$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1$573,287$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$0$0-
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1---
200412$433,924$20,048$10,024iApproximate average salary by contribution assumption: employee only about $250,600 at 4% or $167,067 at 6%; with 50% employer match about $167,067 at 4% or $111,378 at 6%; with 100% employer match about $125,300 at 4% or $83,533 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-2$433,924$20,048$10,024iApproximate average salary by contribution assumption: employee only about $250,600 at 4% or $167,067 at 6%; with 50% employer match about $167,067 at 4% or $111,378 at 6%; with 100% employer match about $125,300 at 4% or $83,533 at 6%.
200311$394,914$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1$394,914$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200211$293,882$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1$293,882$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200011$270,427$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1$270,427$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
199911$290,315$32,067$32,067iApproximate average salary by contribution assumption: employee only about $801,675 at 4% or $534,450 at 6%; with 50% employer match about $534,450 at 4% or $356,300 at 6%; with 100% employer match about $400,838 at 4% or $267,225 at 6%.
Jeffrey R. Wong, Dds Money Purchase Pension Plan-1$290,315$32,067$32,067iApproximate average salary by contribution assumption: employee only about $801,675 at 4% or $534,450 at 6%; with 50% employer match about $534,450 at 4% or $356,300 at 6%; with 100% employer match about $400,838 at 4% or $267,225 at 6%.