Civic Intelligence

Stephen B & Debra M Wong Ptr

Plan context: Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust

EIN 95-3092894 • Orange, CA • 20 filings • 4 plans

1020 N Batavia St Ste BOrange, CA 92867-5529
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,168,596

2024 Contributions

$113,659

Historical Graphs

Total Assets Over Time

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

$1,168,596$584,298$0200520152024YearValue
$1,168,596Latest year 2024

Participants Over Time

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

1470200520152024YearValue
13Latest 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
2024113$1,168,596$113,659$8,743iApproximate average salary by contribution assumption: employee only about $218,575 at 4% or $145,717 at 6%; with 50% employer match about $145,717 at 4% or $97,144 at 6%; with 100% employer match about $109,288 at 4% or $72,858 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-13$1,168,596$113,659$8,743iApproximate average salary by contribution assumption: employee only about $218,575 at 4% or $145,717 at 6%; with 50% employer match about $145,717 at 4% or $97,144 at 6%; with 100% employer match about $109,288 at 4% or $72,858 at 6%.
2023112$914,884$108,102$9,009iApproximate average salary by contribution assumption: employee only about $225,213 at 4% or $150,142 at 6%; with 50% employer match about $150,142 at 4% or $100,094 at 6%; with 100% employer match about $112,606 at 4% or $75,071 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-12$914,884$108,102$9,009iApproximate average salary by contribution assumption: employee only about $225,213 at 4% or $150,142 at 6%; with 50% employer match about $150,142 at 4% or $100,094 at 6%; with 100% employer match about $112,606 at 4% or $75,071 at 6%.
2022113$713,328$111,367$8,567iApproximate average salary by contribution assumption: employee only about $214,167 at 4% or $142,778 at 6%; with 50% employer match about $142,778 at 4% or $95,185 at 6%; with 100% employer match about $107,084 at 4% or $71,389 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-13$713,328$111,367$8,567iApproximate average salary by contribution assumption: employee only about $214,167 at 4% or $142,778 at 6%; with 50% employer match about $142,778 at 4% or $95,185 at 6%; with 100% employer match about $107,084 at 4% or $71,389 at 6%.
2021114$756,931$106,327$7,595iApproximate average salary by contribution assumption: employee only about $189,870 at 4% or $126,580 at 6%; with 50% employer match about $126,580 at 4% or $84,387 at 6%; with 100% employer match about $94,935 at 4% or $63,290 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-14$756,931$106,327$7,595iApproximate average salary by contribution assumption: employee only about $189,870 at 4% or $126,580 at 6%; with 50% employer match about $126,580 at 4% or $84,387 at 6%; with 100% employer match about $94,935 at 4% or $63,290 at 6%.
2020114$919,895$105,202$7,514iApproximate average salary by contribution assumption: employee only about $187,861 at 4% or $125,240 at 6%; with 50% employer match about $125,240 at 4% or $83,494 at 6%; with 100% employer match about $93,930 at 4% or $62,620 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-14$919,895$105,202$7,514iApproximate average salary by contribution assumption: employee only about $187,861 at 4% or $125,240 at 6%; with 50% employer match about $125,240 at 4% or $83,494 at 6%; with 100% employer match about $93,930 at 4% or $62,620 at 6%.
2019112$753,386$74,100$6,175iApproximate average salary by contribution assumption: employee only about $154,375 at 4% or $102,917 at 6%; with 50% employer match about $102,917 at 4% or $68,611 at 6%; with 100% employer match about $77,188 at 4% or $51,458 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-12$753,386$74,100$6,175iApproximate average salary by contribution assumption: employee only about $154,375 at 4% or $102,917 at 6%; with 50% employer match about $102,917 at 4% or $68,611 at 6%; with 100% employer match about $77,188 at 4% or $51,458 at 6%.
201819$775,997$59,517$6,613iApproximate average salary by contribution assumption: employee only about $165,325 at 4% or $110,217 at 6%; with 50% employer match about $110,217 at 4% or $73,478 at 6%; with 100% employer match about $82,663 at 4% or $55,108 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-9$775,997$59,517$6,613iApproximate average salary by contribution assumption: employee only about $165,325 at 4% or $110,217 at 6%; with 50% employer match about $110,217 at 4% or $73,478 at 6%; with 100% employer match about $82,663 at 4% or $55,108 at 6%.
201719$802,226$57,310$6,368iApproximate average salary by contribution assumption: employee only about $159,194 at 4% or $106,130 at 6%; with 50% employer match about $106,130 at 4% or $70,753 at 6%; with 100% employer match about $79,597 at 4% or $53,065 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-9$802,226$57,310$6,368iApproximate average salary by contribution assumption: employee only about $159,194 at 4% or $106,130 at 6%; with 50% employer match about $106,130 at 4% or $70,753 at 6%; with 100% employer match about $79,597 at 4% or $53,065 at 6%.
201618$712,301$48,415$6,052iApproximate average salary by contribution assumption: employee only about $151,297 at 4% or $100,865 at 6%; with 50% employer match about $100,865 at 4% or $67,243 at 6%; with 100% employer match about $75,648 at 4% or $50,432 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-8$712,301$48,415$6,052iApproximate average salary by contribution assumption: employee only about $151,297 at 4% or $100,865 at 6%; with 50% employer match about $100,865 at 4% or $67,243 at 6%; with 100% employer match about $75,648 at 4% or $50,432 at 6%.
201518$611,923$52,473$6,559iApproximate average salary by contribution assumption: employee only about $163,978 at 4% or $109,319 at 6%; with 50% employer match about $109,319 at 4% or $72,879 at 6%; with 100% employer match about $81,989 at 4% or $54,659 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-8$611,923$52,473$6,559iApproximate average salary by contribution assumption: employee only about $163,978 at 4% or $109,319 at 6%; with 50% employer match about $109,319 at 4% or $72,879 at 6%; with 100% employer match about $81,989 at 4% or $54,659 at 6%.
201415$594,538$47,170$9,434iApproximate average salary by contribution assumption: employee only about $235,850 at 4% or $157,233 at 6%; with 50% employer match about $157,233 at 4% or $104,822 at 6%; with 100% employer match about $117,925 at 4% or $78,617 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-5$594,538$47,170$9,434iApproximate average salary by contribution assumption: employee only about $235,850 at 4% or $157,233 at 6%; with 50% employer match about $157,233 at 4% or $104,822 at 6%; with 100% employer match about $117,925 at 4% or $78,617 at 6%.
201315$520,753$59,305$11,861iApproximate average salary by contribution assumption: employee only about $296,525 at 4% or $197,683 at 6%; with 50% employer match about $197,683 at 4% or $131,789 at 6%; with 100% employer match about $148,263 at 4% or $98,842 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-5$520,753$59,305$11,861iApproximate average salary by contribution assumption: employee only about $296,525 at 4% or $197,683 at 6%; with 50% employer match about $197,683 at 4% or $131,789 at 6%; with 100% employer match about $148,263 at 4% or $98,842 at 6%.
201215$401,423$62,374$12,475iApproximate average salary by contribution assumption: employee only about $311,870 at 4% or $207,913 at 6%; with 50% employer match about $207,913 at 4% or $138,609 at 6%; with 100% employer match about $155,935 at 4% or $103,957 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-5$401,423$62,374$12,475iApproximate average salary by contribution assumption: employee only about $311,870 at 4% or $207,913 at 6%; with 50% employer match about $207,913 at 4% or $138,609 at 6%; with 100% employer match about $155,935 at 4% or $103,957 at 6%.
201117$522,134$102,214$14,602iApproximate average salary by contribution assumption: employee only about $365,050 at 4% or $243,367 at 6%; with 50% employer match about $243,367 at 4% or $162,244 at 6%; with 100% employer match about $182,525 at 4% or $121,683 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-7$522,134$102,214$14,602iApproximate average salary by contribution assumption: employee only about $365,050 at 4% or $243,367 at 6%; with 50% employer match about $243,367 at 4% or $162,244 at 6%; with 100% employer match about $182,525 at 4% or $121,683 at 6%.
201018$529,487$97,876$12,235iApproximate average salary by contribution assumption: employee only about $305,863 at 4% or $203,908 at 6%; with 50% employer match about $203,908 at 4% or $135,939 at 6%; with 100% employer match about $152,931 at 4% or $101,954 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-8$529,487$97,876$12,235iApproximate average salary by contribution assumption: employee only about $305,863 at 4% or $203,908 at 6%; with 50% employer match about $203,908 at 4% or $135,939 at 6%; with 100% employer match about $152,931 at 4% or $101,954 at 6%.
200917$400,939$87,119$12,446iApproximate average salary by contribution assumption: employee only about $311,139 at 4% or $207,426 at 6%; with 50% employer match about $207,426 at 4% or $138,284 at 6%; with 100% employer match about $155,570 at 4% or $103,713 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-7$400,939$87,119$12,446iApproximate average salary by contribution assumption: employee only about $311,139 at 4% or $207,426 at 6%; with 50% employer match about $207,426 at 4% or $138,284 at 6%; with 100% employer match about $155,570 at 4% or $103,713 at 6%.
2008111$273,178$82,951$7,541iApproximate average salary by contribution assumption: employee only about $188,525 at 4% or $125,683 at 6%; with 50% employer match about $125,683 at 4% or $83,789 at 6%; with 100% employer match about $94,263 at 4% or $62,842 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-11$273,178$82,951$7,541iApproximate average salary by contribution assumption: employee only about $188,525 at 4% or $125,683 at 6%; with 50% employer match about $125,683 at 4% or $83,789 at 6%; with 100% employer match about $94,263 at 4% or $62,842 at 6%.
2007111$0$0-
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-11---
2006112$151,924$73,291$6,108iApproximate average salary by contribution assumption: employee only about $152,690 at 4% or $101,793 at 6%; with 50% employer match about $101,793 at 4% or $67,862 at 6%; with 100% employer match about $76,345 at 4% or $50,897 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-12$151,924$73,291$6,108iApproximate average salary by contribution assumption: employee only about $152,690 at 4% or $101,793 at 6%; with 50% employer match about $101,793 at 4% or $67,862 at 6%; with 100% employer match about $76,345 at 4% or $50,897 at 6%.
2005112$69,103$67,325$5,610iApproximate average salary by contribution assumption: employee only about $140,260 at 4% or $93,507 at 6%; with 50% employer match about $93,507 at 4% or $62,338 at 6%; with 100% employer match about $70,130 at 4% or $46,753 at 6%.
Stephen B Debra M Wong Ptr 401 K Profit Sharing Plan Trust-12$69,103$67,325$5,610iApproximate average salary by contribution assumption: employee only about $140,260 at 4% or $93,507 at 6%; with 50% employer match about $93,507 at 4% or $62,338 at 6%; with 100% employer match about $70,130 at 4% or $46,753 at 6%.
Stephen B & Debra M Wong Ptr | EIN 95-3092894 | 2024 Form 5500 Company Profile