Cho Kwan, CPA Inc.
Plan context: Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan
EIN 94-3242795 • Oakland, CA • 40 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,655,393
2024 Contributions
$42,900
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,655,393 | $42,900 | $7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $2,655,393 | $42,900 | $7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%. |
| 2023 | 2 | 6 | $5,086,449 | $3,006,311 | $501,052iApproximate average salary by contribution assumption: employee only about $12,526,296 at 4% or $8,350,864 at 6%; with 50% employer match about $8,350,864 at 4% or $5,567,243 at 6%; with 100% employer match about $6,263,148 at 4% or $4,175,432 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $5,086,449 | $3,006,311 | $501,052iApproximate average salary by contribution assumption: employee only about $12,526,296 at 4% or $8,350,864 at 6%; with 50% employer match about $8,350,864 at 4% or $5,567,243 at 6%; with 100% employer match about $6,263,148 at 4% or $4,175,432 at 6%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 6 | $4,229,942 | $151,605 | $25,268iApproximate average salary by contribution assumption: employee only about $631,688 at 4% or $421,125 at 6%; with 50% employer match about $421,125 at 4% or $280,750 at 6%; with 100% employer match about $315,844 at 4% or $210,563 at 6%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $2,768,968 | $106,667 | $17,778iApproximate average salary by contribution assumption: employee only about $444,446 at 4% or $296,297 at 6%; with 50% employer match about $296,297 at 4% or $197,531 at 6%; with 100% employer match about $222,223 at 4% or $148,149 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $1,460,974 | $44,938 | $7,490iApproximate average salary by contribution assumption: employee only about $187,242 at 4% or $124,828 at 6%; with 50% employer match about $124,828 at 4% or $83,219 at 6%; with 100% employer match about $93,621 at 4% or $62,414 at 6%. |
| 2021 | 2 | 6 | $4,884,454 | $160,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $3,189,627 | $110,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $1,694,827 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2020 | 2 | 6 | $4,039,206 | $150,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $2,626,480 | $122,990 | $20,498iApproximate average salary by contribution assumption: employee only about $512,458 at 4% or $341,639 at 6%; with 50% employer match about $341,639 at 4% or $227,759 at 6%; with 100% employer match about $256,229 at 4% or $170,819 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $1,412,726 | $27,010 | $4,502iApproximate average salary by contribution assumption: employee only about $112,542 at 4% or $75,028 at 6%; with 50% employer match about $75,028 at 4% or $50,019 at 6%; with 100% employer match about $56,271 at 4% or $37,514 at 6%. |
| 2019 | 2 | 5 | $3,579,565 | $150,000 | $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%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,285,749 | $126,528 | $25,306iApproximate average salary by contribution assumption: employee only about $632,640 at 4% or $421,760 at 6%; with 50% employer match about $421,760 at 4% or $281,173 at 6%; with 100% employer match about $316,320 at 4% or $210,880 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $1,293,816 | $23,472 | $4,694iApproximate average salary by contribution assumption: employee only about $117,360 at 4% or $78,240 at 6%; with 50% employer match about $78,240 at 4% or $52,160 at 6%; with 100% employer match about $58,680 at 4% or $39,120 at 6%. |
| 2018 | 2 | 5 | $2,958,265 | $150,798 | $30,160iApproximate average salary by contribution assumption: employee only about $753,990 at 4% or $502,660 at 6%; with 50% employer match about $502,660 at 4% or $335,107 at 6%; with 100% employer match about $376,995 at 4% or $251,330 at 6%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,834,049 | $132,000 | $26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $1,124,216 | $18,798 | $3,760iApproximate average salary by contribution assumption: employee only about $93,990 at 4% or $62,660 at 6%; with 50% employer match about $62,660 at 4% or $41,773 at 6%; with 100% employer match about $46,995 at 4% or $31,330 at 6%. |
| 2017 | 2 | 6 | $3,141,008 | $150,233 | $25,039iApproximate average salary by contribution assumption: employee only about $625,971 at 4% or $417,314 at 6%; with 50% employer match about $417,314 at 4% or $278,209 at 6%; with 100% employer match about $312,985 at 4% or $208,657 at 6%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $1,827,717 | $132,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $1,313,291 | $18,233 | $3,039iApproximate average salary by contribution assumption: employee only about $75,971 at 4% or $50,647 at 6%; with 50% employer match about $50,647 at 4% or $33,765 at 6%; with 100% employer match about $37,985 at 4% or $25,324 at 6%. |
| 2016 | 2 | 6 | $2,540,308 | $150,040 | $25,007iApproximate average salary by contribution assumption: employee only about $625,167 at 4% or $416,778 at 6%; with 50% employer match about $416,778 at 4% or $277,852 at 6%; with 100% employer match about $312,583 at 4% or $208,389 at 6%. |
| CHO KWAN CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,408,733 | $134,200 | $26,840iApproximate average salary by contribution assumption: employee only about $671,000 at 4% or $447,333 at 6%; with 50% employer match about $447,333 at 4% or $298,222 at 6%; with 100% employer match about $335,500 at 4% or $223,667 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $1,131,575 | $15,840 | $2,640iApproximate average salary by contribution assumption: employee only about $66,000 at 4% or $44,000 at 6%; with 50% employer match about $44,000 at 4% or $29,333 at 6%; with 100% employer match about $33,000 at 4% or $22,000 at 6%. |
| 2015 | 2 | 6 | $2,284,982 | $130,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| CHO KWAN, CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,212,586 | $115,953 | $23,191iApproximate average salary by contribution assumption: employee only about $579,765 at 4% or $386,510 at 6%; with 50% employer match about $386,510 at 4% or $257,673 at 6%; with 100% employer match about $289,883 at 4% or $193,255 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $1,072,396 | $14,047 | $2,341iApproximate average salary by contribution assumption: employee only about $58,529 at 4% or $39,019 at 6%; with 50% employer match about $39,019 at 4% or $26,013 at 6%; with 100% employer match about $29,265 at 4% or $19,510 at 6%. |
| 2014 | 2 | 6 | $2,178,804 | $200,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| CHO KWAN, CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $1,097,151 | $179,403 | $29,901iApproximate average salary by contribution assumption: employee only about $747,513 at 4% or $498,342 at 6%; with 50% employer match about $498,342 at 4% or $332,228 at 6%; with 100% employer match about $373,756 at 4% or $249,171 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $1,081,653 | $20,597 | $3,433iApproximate average salary by contribution assumption: employee only about $85,821 at 4% or $57,214 at 6%; with 50% employer match about $57,214 at 4% or $38,143 at 6%; with 100% employer match about $42,910 at 4% or $28,607 at 6%. |
| 2013 | 2 | 6 | $1,873,097 | $236,893 | $39,482iApproximate average salary by contribution assumption: employee only about $987,054 at 4% or $658,036 at 6%; with 50% employer match about $658,036 at 4% or $438,691 at 6%; with 100% employer match about $493,527 at 4% or $329,018 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 6 | $998,981 | $28,938 | $4,823iApproximate average salary by contribution assumption: employee only about $120,575 at 4% or $80,383 at 6%; with 50% employer match about $80,383 at 4% or $53,589 at 6%; with 100% employer match about $60,288 at 4% or $40,192 at 6%. |
| CHO KWAN, CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $874,116 | $207,955 | $34,659iApproximate average salary by contribution assumption: employee only about $866,479 at 4% or $577,653 at 6%; with 50% employer match about $577,653 at 4% or $385,102 at 6%; with 100% employer match about $433,240 at 4% or $288,826 at 6%. |
| 2012 | 2 | 5 | $1,460,547 | $243,430 | $48,686iApproximate average salary by contribution assumption: employee only about $1,217,150 at 4% or $811,433 at 6%; with 50% employer match about $811,433 at 4% or $540,956 at 6%; with 100% employer match about $608,575 at 4% or $405,717 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $882,812 | $29,275 | $5,855iApproximate average salary by contribution assumption: employee only about $146,375 at 4% or $97,583 at 6%; with 50% employer match about $97,583 at 4% or $65,056 at 6%; with 100% employer match about $73,188 at 4% or $48,792 at 6%. |
| CHO KWAN, CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $577,735 | $214,155 | $42,831iApproximate average salary by contribution assumption: employee only about $1,070,775 at 4% or $713,850 at 6%; with 50% employer match about $713,850 at 4% or $475,900 at 6%; with 100% employer match about $535,388 at 4% or $356,925 at 6%. |
| 2011 | 2 | 4 | $1,097,375 | $233,204 | $58,301iApproximate average salary by contribution assumption: employee only about $1,457,525 at 4% or $971,683 at 6%; with 50% employer match about $971,683 at 4% or $647,789 at 6%; with 100% employer match about $728,763 at 4% or $485,842 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 4 | $763,052 | $25,535 | $6,384iApproximate average salary by contribution assumption: employee only about $159,594 at 4% or $106,396 at 6%; with 50% employer match about $106,396 at 4% or $70,931 at 6%; with 100% employer match about $79,797 at 4% or $53,198 at 6%. |
| CHO KWAN, CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $334,323 | $207,669 | $51,917iApproximate average salary by contribution assumption: employee only about $1,297,931 at 4% or $865,288 at 6%; with 50% employer match about $865,288 at 4% or $576,858 at 6%; with 100% employer match about $648,966 at 4% or $432,644 at 6%. |
| 2010 | 2 | 4 | $927,413 | $157,234 | $39,309iApproximate average salary by contribution assumption: employee only about $982,713 at 4% or $655,142 at 6%; with 50% employer match about $655,142 at 4% or $436,761 at 6%; with 100% employer match about $491,356 at 4% or $327,571 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 4 | $786,338 | $16,159 | $4,040iApproximate average salary by contribution assumption: employee only about $100,994 at 4% or $67,329 at 6%; with 50% employer match about $67,329 at 4% or $44,886 at 6%; with 100% employer match about $50,497 at 4% or $33,665 at 6%. |
| CHO KWAN, CPA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $141,075 | $141,075 | $35,269iApproximate average salary by contribution assumption: employee only about $881,719 at 4% or $587,813 at 6%; with 50% employer match about $587,813 at 4% or $391,875 at 6%; with 100% employer match about $440,859 at 4% or $293,906 at 6%. |
| 2009 | 1 | 5 | $718,619 | $75,942 | $15,188iApproximate average salary by contribution assumption: employee only about $379,710 at 4% or $253,140 at 6%; with 50% employer match about $253,140 at 4% or $168,760 at 6%; with 100% employer match about $189,855 at 4% or $126,570 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $718,619 | $75,942 | $15,188iApproximate average salary by contribution assumption: employee only about $379,710 at 4% or $253,140 at 6%; with 50% employer match about $253,140 at 4% or $168,760 at 6%; with 100% employer match about $189,855 at 4% or $126,570 at 6%. |
| 2008 | 1 | 5 | $518,619 | $56,629 | $11,326iApproximate average salary by contribution assumption: employee only about $283,145 at 4% or $188,763 at 6%; with 50% employer match about $188,763 at 4% or $125,842 at 6%; with 100% employer match about $141,573 at 4% or $94,382 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $518,619 | $56,629 | $11,326iApproximate average salary by contribution assumption: employee only about $283,145 at 4% or $188,763 at 6%; with 50% employer match about $188,763 at 4% or $125,842 at 6%; with 100% employer match about $141,573 at 4% or $94,382 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $537,235 | $64,157 | $16,039iApproximate average salary by contribution assumption: employee only about $400,981 at 4% or $267,321 at 6%; with 50% employer match about $267,321 at 4% or $178,214 at 6%; with 100% employer match about $200,491 at 4% or $133,660 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 4 | $537,235 | $64,157 | $16,039iApproximate average salary by contribution assumption: employee only about $400,981 at 4% or $267,321 at 6%; with 50% employer match about $267,321 at 4% or $178,214 at 6%; with 100% employer match about $200,491 at 4% or $133,660 at 6%. |
| 2005 | 1 | 5 | $462,613 | $58,875 | $11,775iApproximate average salary by contribution assumption: employee only about $294,375 at 4% or $196,250 at 6%; with 50% employer match about $196,250 at 4% or $130,833 at 6%; with 100% employer match about $147,188 at 4% or $98,125 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $462,613 | $58,875 | $11,775iApproximate average salary by contribution assumption: employee only about $294,375 at 4% or $196,250 at 6%; with 50% employer match about $196,250 at 4% or $130,833 at 6%; with 100% employer match about $147,188 at 4% or $98,125 at 6%. |
| 2004 | 1 | 5 | $382,516 | $64,023 | $12,805iApproximate average salary by contribution assumption: employee only about $320,115 at 4% or $213,410 at 6%; with 50% employer match about $213,410 at 4% or $142,273 at 6%; with 100% employer match about $160,058 at 4% or $106,705 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $382,516 | $64,023 | $12,805iApproximate average salary by contribution assumption: employee only about $320,115 at 4% or $213,410 at 6%; with 50% employer match about $213,410 at 4% or $142,273 at 6%; with 100% employer match about $160,058 at 4% or $106,705 at 6%. |
| 2003 | 1 | 5 | $279,869 | $51,470 | $10,294iApproximate average salary by contribution assumption: employee only about $257,350 at 4% or $171,567 at 6%; with 50% employer match about $171,567 at 4% or $114,378 at 6%; with 100% employer match about $128,675 at 4% or $85,783 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 5 | $279,869 | $51,470 | $10,294iApproximate average salary by contribution assumption: employee only about $257,350 at 4% or $171,567 at 6%; with 50% employer match about $171,567 at 4% or $114,378 at 6%; with 100% employer match about $128,675 at 4% or $85,783 at 6%. |
| 2002 | 1 | 4 | $189,939 | $46,250 | $11,563iApproximate average salary by contribution assumption: employee only about $289,063 at 4% or $192,708 at 6%; with 50% employer match about $192,708 at 4% or $128,472 at 6%; with 100% employer match about $144,531 at 4% or $96,354 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 4 | $189,939 | $46,250 | $11,563iApproximate average salary by contribution assumption: employee only about $289,063 at 4% or $192,708 at 6%; with 50% employer match about $192,708 at 4% or $128,472 at 6%; with 100% employer match about $144,531 at 4% or $96,354 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 2 | $204,507 | $32,050 | $16,025iApproximate average salary by contribution assumption: employee only about $400,625 at 4% or $267,083 at 6%; with 50% employer match about $267,083 at 4% or $178,056 at 6%; with 100% employer match about $200,313 at 4% or $133,542 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 2 | $204,507 | $32,050 | $16,025iApproximate average salary by contribution assumption: employee only about $400,625 at 4% or $267,083 at 6%; with 50% employer match about $267,083 at 4% or $178,056 at 6%; with 100% employer match about $200,313 at 4% or $133,542 at 6%. |
| 1999 | 1 | 4 | $226,752 | $41,062 | $10,266iApproximate average salary by contribution assumption: employee only about $256,638 at 4% or $171,092 at 6%; with 50% employer match about $171,092 at 4% or $114,061 at 6%; with 100% employer match about $128,319 at 4% or $85,546 at 6%. |
| Cho Kwan, CPA Inc. 401(K) Profit Sharing Plan | - | 4 | $226,752 | $41,062 | $10,266iApproximate average salary by contribution assumption: employee only about $256,638 at 4% or $171,092 at 6%; with 50% employer match about $171,092 at 4% or $114,061 at 6%; with 100% employer match about $128,319 at 4% or $85,546 at 6%. |