Civic Intelligence

John Y. Kwan, D.D.S.

Plan context: John Y. Kwan, D.D.S. 401K Profit Sharing Plan

EIN 94-3257586 • Oakland, CA • 17 filings • 2 plans

6333 Telegraph Avenue, Suite 101Oakland, CA 94609-1359
Current Snapshot

Latest Year

2021

2021 Participants

12

2021 Assets

$1,909,658

2021 Contributions

$126,675

Historical Graphs

Total Assets Over Time

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

$1,909,658$954,829$0200520132020YearValue
$1,909,658Latest year 2020

Participants Over Time

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

1260200520132020YearValue
12Latest year 2020

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
202110$0$0-
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-0$0$0-
2020112$1,909,658$126,675$10,556iApproximate average salary by contribution assumption: employee only about $263,906 at 4% or $175,938 at 6%; with 50% employer match about $175,938 at 4% or $117,292 at 6%; with 100% employer match about $131,953 at 4% or $87,969 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-12$1,909,658$126,675$10,556iApproximate average salary by contribution assumption: employee only about $263,906 at 4% or $175,938 at 6%; with 50% employer match about $175,938 at 4% or $117,292 at 6%; with 100% employer match about $131,953 at 4% or $87,969 at 6%.
2019112$1,808,367$133,957$11,163iApproximate average salary by contribution assumption: employee only about $279,077 at 4% or $186,051 at 6%; with 50% employer match about $186,051 at 4% or $124,034 at 6%; with 100% employer match about $139,539 at 4% or $93,026 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-12$1,808,367$133,957$11,163iApproximate average salary by contribution assumption: employee only about $279,077 at 4% or $186,051 at 6%; with 50% employer match about $186,051 at 4% or $124,034 at 6%; with 100% employer match about $139,539 at 4% or $93,026 at 6%.
2018110$1,450,338$108,741$10,874iApproximate average salary by contribution assumption: employee only about $271,853 at 4% or $181,235 at 6%; with 50% employer match about $181,235 at 4% or $120,823 at 6%; with 100% employer match about $135,926 at 4% or $90,618 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-10$1,450,338$108,741$10,874iApproximate average salary by contribution assumption: employee only about $271,853 at 4% or $181,235 at 6%; with 50% employer match about $181,235 at 4% or $120,823 at 6%; with 100% employer match about $135,926 at 4% or $90,618 at 6%.
201719$1,526,659$97,757$10,862iApproximate average salary by contribution assumption: employee only about $271,547 at 4% or $181,031 at 6%; with 50% employer match about $181,031 at 4% or $120,688 at 6%; with 100% employer match about $135,774 at 4% or $90,516 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-9$1,526,659$97,757$10,862iApproximate average salary by contribution assumption: employee only about $271,547 at 4% or $181,031 at 6%; with 50% employer match about $181,031 at 4% or $120,688 at 6%; with 100% employer match about $135,774 at 4% or $90,516 at 6%.
201618$1,267,796$92,717$11,590iApproximate average salary by contribution assumption: employee only about $289,741 at 4% or $193,160 at 6%; with 50% employer match about $193,160 at 4% or $128,774 at 6%; with 100% employer match about $144,870 at 4% or $96,580 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-8$1,267,796$92,717$11,590iApproximate average salary by contribution assumption: employee only about $289,741 at 4% or $193,160 at 6%; with 50% employer match about $193,160 at 4% or $128,774 at 6%; with 100% employer match about $144,870 at 4% or $96,580 at 6%.
201519$1,115,352$102,968$11,441iApproximate average salary by contribution assumption: employee only about $286,022 at 4% or $190,681 at 6%; with 50% employer match about $190,681 at 4% or $127,121 at 6%; with 100% employer match about $143,011 at 4% or $95,341 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-9$1,115,352$102,968$11,441iApproximate average salary by contribution assumption: employee only about $286,022 at 4% or $190,681 at 6%; with 50% employer match about $190,681 at 4% or $127,121 at 6%; with 100% employer match about $143,011 at 4% or $95,341 at 6%.
2014110$1,100,777$107,130$10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-10$1,100,777$107,130$10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%.
2013110$964,083$92,833$9,283iApproximate average salary by contribution assumption: employee only about $232,082 at 4% or $154,722 at 6%; with 50% employer match about $154,722 at 4% or $103,148 at 6%; with 100% employer match about $116,041 at 4% or $77,361 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-10$964,083$92,833$9,283iApproximate average salary by contribution assumption: employee only about $232,082 at 4% or $154,722 at 6%; with 50% employer match about $154,722 at 4% or $103,148 at 6%; with 100% employer match about $116,041 at 4% or $77,361 at 6%.
2012110$715,574$79,412$7,941iApproximate average salary by contribution assumption: employee only about $198,530 at 4% or $132,353 at 6%; with 50% employer match about $132,353 at 4% or $88,236 at 6%; with 100% employer match about $99,265 at 4% or $66,177 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-10$715,574$79,412$7,941iApproximate average salary by contribution assumption: employee only about $198,530 at 4% or $132,353 at 6%; with 50% employer match about $132,353 at 4% or $88,236 at 6%; with 100% employer match about $99,265 at 4% or $66,177 at 6%.
2011110$561,395$83,069$8,307iApproximate average salary by contribution assumption: employee only about $207,673 at 4% or $138,448 at 6%; with 50% employer match about $138,448 at 4% or $92,299 at 6%; with 100% employer match about $103,836 at 4% or $69,224 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-10$561,395$83,069$8,307iApproximate average salary by contribution assumption: employee only about $207,673 at 4% or $138,448 at 6%; with 50% employer match about $138,448 at 4% or $92,299 at 6%; with 100% employer match about $103,836 at 4% or $69,224 at 6%.
201019$504,535$76,578$8,509iApproximate average salary by contribution assumption: employee only about $212,717 at 4% or $141,811 at 6%; with 50% employer match about $141,811 at 4% or $94,541 at 6%; with 100% employer match about $106,358 at 4% or $70,906 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-9$504,535$76,578$8,509iApproximate average salary by contribution assumption: employee only about $212,717 at 4% or $141,811 at 6%; with 50% employer match about $141,811 at 4% or $94,541 at 6%; with 100% employer match about $106,358 at 4% or $70,906 at 6%.
200919$369,583$85,847$9,539iApproximate average salary by contribution assumption: employee only about $238,464 at 4% or $158,976 at 6%; with 50% employer match about $158,976 at 4% or $105,984 at 6%; with 100% employer match about $119,232 at 4% or $79,488 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-9$369,583$85,847$9,539iApproximate average salary by contribution assumption: employee only about $238,464 at 4% or $158,976 at 6%; with 50% employer match about $158,976 at 4% or $105,984 at 6%; with 100% employer match about $119,232 at 4% or $79,488 at 6%.
200818$210,281$82,853$10,357iApproximate average salary by contribution assumption: employee only about $258,916 at 4% or $172,610 at 6%; with 50% employer match about $172,610 at 4% or $115,074 at 6%; with 100% employer match about $129,458 at 4% or $86,305 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-8$210,281$82,853$10,357iApproximate average salary by contribution assumption: employee only about $258,916 at 4% or $172,610 at 6%; with 50% employer match about $172,610 at 4% or $115,074 at 6%; with 100% employer match about $129,458 at 4% or $86,305 at 6%.
200717$201,515$73,018$10,431iApproximate average salary by contribution assumption: employee only about $260,779 at 4% or $173,852 at 6%; with 50% employer match about $173,852 at 4% or $115,902 at 6%; with 100% employer match about $130,389 at 4% or $86,926 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-7$201,515$73,018$10,431iApproximate average salary by contribution assumption: employee only about $260,779 at 4% or $173,852 at 6%; with 50% employer match about $173,852 at 4% or $115,902 at 6%; with 100% employer match about $130,389 at 4% or $86,926 at 6%.
200617$133,661$73,409$10,487iApproximate average salary by contribution assumption: employee only about $262,175 at 4% or $174,783 at 6%; with 50% employer match about $174,783 at 4% or $116,522 at 6%; with 100% employer match about $131,088 at 4% or $87,392 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-7$133,661$73,409$10,487iApproximate average salary by contribution assumption: employee only about $262,175 at 4% or $174,783 at 6%; with 50% employer match about $174,783 at 4% or $116,522 at 6%; with 100% employer match about $131,088 at 4% or $87,392 at 6%.
200517$46,695$44,593$6,370iApproximate average salary by contribution assumption: employee only about $159,261 at 4% or $106,174 at 6%; with 50% employer match about $106,174 at 4% or $70,783 at 6%; with 100% employer match about $79,630 at 4% or $53,087 at 6%.
John Y. Kwan, D.D.S. 401K Profit Sharing Plan-7$46,695$44,593$6,370iApproximate average salary by contribution assumption: employee only about $159,261 at 4% or $106,174 at 6%; with 50% employer match about $106,174 at 4% or $70,783 at 6%; with 100% employer match about $79,630 at 4% or $53,087 at 6%.