Civic Intelligence

Stephen Wan Accountancy Corporation

Plan context: Stephen Wan Accountancy Corporation 401(K) Plan

EIN 94-3238093 • Sunnyvale, CA • 3 filings • 1 plans

848 Stewart Drive, Suite 100Sunnyvale, CA 94085
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$60,634

2015 Contributions

$38,450

Historical Graphs

Total Assets Over Time

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

$60,634$30,317$020132014YearValue
$60,634Latest year 2014

Participants Over Time

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

21020132014YearValue
2Latest year 2014

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
201510$0$0-
Stephen Wan Accountancy Corporation 401(K) Plan-0$0$0-
201412$60,634$38,450$19,225iApproximate average salary by contribution assumption: employee only about $480,625 at 4% or $320,417 at 6%; with 50% employer match about $320,417 at 4% or $213,611 at 6%; with 100% employer match about $240,313 at 4% or $160,208 at 6%.
Stephen Wan Accountancy Corporation 401(K) Plan-2$60,634$38,450$19,225iApproximate average salary by contribution assumption: employee only about $480,625 at 4% or $320,417 at 6%; with 50% employer match about $320,417 at 4% or $213,611 at 6%; with 100% employer match about $240,313 at 4% or $160,208 at 6%.
201312$18,595$18,595$9,298iApproximate average salary by contribution assumption: employee only about $232,438 at 4% or $154,958 at 6%; with 50% employer match about $154,958 at 4% or $103,306 at 6%; with 100% employer match about $116,219 at 4% or $77,479 at 6%.
Stephen Wan Accountancy Corporation 401(K) Plan-2$18,595$18,595$9,298iApproximate average salary by contribution assumption: employee only about $232,438 at 4% or $154,958 at 6%; with 50% employer match about $154,958 at 4% or $103,306 at 6%; with 100% employer match about $116,219 at 4% or $77,479 at 6%.