Civic Intelligence

Eddie Ngo, Cfp & Associates

Plan context: Eddie Ngo, Cfp & Associates Profit Sharing Plan

EIN 95-3180264 • Redlands, CA • 31 filings • 4 plans

222 E. Olive Avenue, Suite 2Redlands, CA 92373
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$833,623

2022 Contributions

$68,593

Historical Graphs

Total Assets Over Time

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

$3,580,466$1,790,233$0199920132022YearValue
$833,623Latest year 2022

Participants Over Time

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

420199920112022YearValue
3Latest year 2022

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
202213$833,623$68,593$22,864iApproximate average salary by contribution assumption: employee only about $571,608 at 4% or $381,072 at 6%; with 50% employer match about $381,072 at 4% or $254,048 at 6%; with 100% employer match about $285,804 at 4% or $190,536 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$833,623$68,593$22,864iApproximate average salary by contribution assumption: employee only about $571,608 at 4% or $381,072 at 6%; with 50% employer match about $381,072 at 4% or $254,048 at 6%; with 100% employer match about $285,804 at 4% or $190,536 at 6%.
202113$989,610$64,600$21,533iApproximate average salary by contribution assumption: employee only about $538,333 at 4% or $358,889 at 6%; with 50% employer match about $358,889 at 4% or $239,259 at 6%; with 100% employer match about $269,167 at 4% or $179,444 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$989,610$64,600$21,533iApproximate average salary by contribution assumption: employee only about $538,333 at 4% or $358,889 at 6%; with 50% employer match about $358,889 at 4% or $239,259 at 6%; with 100% employer match about $269,167 at 4% or $179,444 at 6%.
202013$821,121$62,153$20,718iApproximate average salary by contribution assumption: employee only about $517,942 at 4% or $345,294 at 6%; with 50% employer match about $345,294 at 4% or $230,196 at 6%; with 100% employer match about $258,971 at 4% or $172,647 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$821,121$62,153$20,718iApproximate average salary by contribution assumption: employee only about $517,942 at 4% or $345,294 at 6%; with 50% employer match about $345,294 at 4% or $230,196 at 6%; with 100% employer match about $258,971 at 4% or $172,647 at 6%.
201913$632,656$60,930$20,310iApproximate average salary by contribution assumption: employee only about $507,750 at 4% or $338,500 at 6%; with 50% employer match about $338,500 at 4% or $225,667 at 6%; with 100% employer match about $253,875 at 4% or $169,250 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$632,656$60,930$20,310iApproximate average salary by contribution assumption: employee only about $507,750 at 4% or $338,500 at 6%; with 50% employer match about $338,500 at 4% or $225,667 at 6%; with 100% employer match about $253,875 at 4% or $169,250 at 6%.
201813$484,203$58,719$19,573iApproximate average salary by contribution assumption: employee only about $489,325 at 4% or $326,217 at 6%; with 50% employer match about $326,217 at 4% or $217,478 at 6%; with 100% employer match about $244,663 at 4% or $163,108 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$484,203$58,719$19,573iApproximate average salary by contribution assumption: employee only about $489,325 at 4% or $326,217 at 6%; with 50% employer match about $326,217 at 4% or $217,478 at 6%; with 100% employer match about $244,663 at 4% or $163,108 at 6%.
201714$476,508$62,383$15,596iApproximate average salary by contribution assumption: employee only about $389,894 at 4% or $259,929 at 6%; with 50% employer match about $259,929 at 4% or $173,286 at 6%; with 100% employer match about $194,947 at 4% or $129,965 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-4$476,508$62,383$15,596iApproximate average salary by contribution assumption: employee only about $389,894 at 4% or $259,929 at 6%; with 50% employer match about $259,929 at 4% or $173,286 at 6%; with 100% employer match about $194,947 at 4% or $129,965 at 6%.
201613$355,544$56,971$18,990iApproximate average salary by contribution assumption: employee only about $474,758 at 4% or $316,506 at 6%; with 50% employer match about $316,506 at 4% or $211,004 at 6%; with 100% employer match about $237,379 at 4% or $158,253 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$355,544$56,971$18,990iApproximate average salary by contribution assumption: employee only about $474,758 at 4% or $316,506 at 6%; with 50% employer match about $316,506 at 4% or $211,004 at 6%; with 100% employer match about $237,379 at 4% or $158,253 at 6%.
201523$286,912$56,952$18,984iApproximate average salary by contribution assumption: employee only about $474,600 at 4% or $316,400 at 6%; with 50% employer match about $316,400 at 4% or $210,933 at 6%; with 100% employer match about $237,300 at 4% or $158,200 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$286,912$56,952$18,984iApproximate average salary by contribution assumption: employee only about $474,600 at 4% or $316,400 at 6%; with 50% employer match about $316,400 at 4% or $210,933 at 6%; with 100% employer match about $237,300 at 4% or $158,200 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-0$0--
201423$3,580,466$55,518$18,506iApproximate average salary by contribution assumption: employee only about $462,650 at 4% or $308,433 at 6%; with 50% employer match about $308,433 at 4% or $205,622 at 6%; with 100% employer match about $231,325 at 4% or $154,217 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$3,339,514$0-
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$240,952$55,518$18,506iApproximate average salary by contribution assumption: employee only about $462,650 at 4% or $308,433 at 6%; with 50% employer match about $308,433 at 4% or $205,622 at 6%; with 100% employer match about $231,325 at 4% or $154,217 at 6%.
201323$3,540,819$54,461$18,154iApproximate average salary by contribution assumption: employee only about $453,842 at 4% or $302,561 at 6%; with 50% employer match about $302,561 at 4% or $201,707 at 6%; with 100% employer match about $226,921 at 4% or $151,281 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$3,362,056$0-
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$178,763$54,461$18,154iApproximate average salary by contribution assumption: employee only about $453,842 at 4% or $302,561 at 6%; with 50% employer match about $302,561 at 4% or $201,707 at 6%; with 100% employer match about $226,921 at 4% or $151,281 at 6%.
201223$2,866,924$54,700$18,233iApproximate average salary by contribution assumption: employee only about $455,833 at 4% or $303,889 at 6%; with 50% employer match about $303,889 at 4% or $202,593 at 6%; with 100% employer match about $227,917 at 4% or $151,944 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$2,756,778$0-
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$110,146$54,700$18,233iApproximate average salary by contribution assumption: employee only about $455,833 at 4% or $303,889 at 6%; with 50% employer match about $303,889 at 4% or $202,593 at 6%; with 100% employer match about $227,917 at 4% or $151,944 at 6%.
201123$2,339,047$113,712$37,904iApproximate average salary by contribution assumption: employee only about $947,600 at 4% or $631,733 at 6%; with 50% employer match about $631,733 at 4% or $421,156 at 6%; with 100% employer match about $473,800 at 4% or $315,867 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$2,285,335$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$53,712$53,712$17,904iApproximate average salary by contribution assumption: employee only about $447,600 at 4% or $298,400 at 6%; with 50% employer match about $298,400 at 4% or $198,933 at 6%; with 100% employer match about $223,800 at 4% or $149,200 at 6%.
201013$2,396,800$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$2,396,800$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
200913$2,066,135$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$2,066,135$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
200813$0$0-
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3---
200713$0$0-
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3---
200612$1,913,833$100,441$50,221iApproximate average salary by contribution assumption: employee only about $1,255,513 at 4% or $837,008 at 6%; with 50% employer match about $837,008 at 4% or $558,006 at 6%; with 100% employer match about $627,756 at 4% or $418,504 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$1,913,833$100,441$50,221iApproximate average salary by contribution assumption: employee only about $1,255,513 at 4% or $837,008 at 6%; with 50% employer match about $837,008 at 4% or $558,006 at 6%; with 100% employer match about $627,756 at 4% or $418,504 at 6%.
200512$1,576,024$78,752$39,376iApproximate average salary by contribution assumption: employee only about $984,400 at 4% or $656,267 at 6%; with 50% employer match about $656,267 at 4% or $437,511 at 6%; with 100% employer match about $492,200 at 4% or $328,133 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$1,576,024$78,752$39,376iApproximate average salary by contribution assumption: employee only about $984,400 at 4% or $656,267 at 6%; with 50% employer match about $656,267 at 4% or $437,511 at 6%; with 100% employer match about $492,200 at 4% or $328,133 at 6%.
200413$1,362,593$72,807$24,269iApproximate average salary by contribution assumption: employee only about $606,725 at 4% or $404,483 at 6%; with 50% employer match about $404,483 at 4% or $269,656 at 6%; with 100% employer match about $303,363 at 4% or $202,242 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$1,362,593$72,807$24,269iApproximate average salary by contribution assumption: employee only about $606,725 at 4% or $404,483 at 6%; with 50% employer match about $404,483 at 4% or $269,656 at 6%; with 100% employer match about $303,363 at 4% or $202,242 at 6%.
200312$1,127,145$68,772$34,386iApproximate average salary by contribution assumption: employee only about $859,650 at 4% or $573,100 at 6%; with 50% employer match about $573,100 at 4% or $382,067 at 6%; with 100% employer match about $429,825 at 4% or $286,550 at 6%.
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$1,127,145$68,772$34,386iApproximate average salary by contribution assumption: employee only about $859,650 at 4% or $573,100 at 6%; with 50% employer match about $573,100 at 4% or $382,067 at 6%; with 100% employer match about $429,825 at 4% or $286,550 at 6%.
200212$0$0-
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2---
200122$0$0-
Eddie Ngo, Cfp & Associates Profit Sharing Plan-0---
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2---
200022$879,300$60,097$30,049iApproximate average salary by contribution assumption: employee only about $751,213 at 4% or $500,808 at 6%; with 50% employer match about $500,808 at 4% or $333,872 at 6%; with 100% employer match about $375,606 at 4% or $250,404 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-2$819,203--
EDDIE NGO, CFP & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$60,097$60,097$30,049iApproximate average salary by contribution assumption: employee only about $751,213 at 4% or $500,808 at 6%; with 50% employer match about $500,808 at 4% or $333,872 at 6%; with 100% employer match about $375,606 at 4% or $250,404 at 6%.
199913$854,823$25,533$8,511iApproximate average salary by contribution assumption: employee only about $212,775 at 4% or $141,850 at 6%; with 50% employer match about $141,850 at 4% or $94,567 at 6%; with 100% employer match about $106,388 at 4% or $70,925 at 6%.
Eddie Ngo, Cfp & Associates Profit Sharing Plan-3$854,823$25,533$8,511iApproximate average salary by contribution assumption: employee only about $212,775 at 4% or $141,850 at 6%; with 50% employer match about $141,850 at 4% or $94,567 at 6%; with 100% employer match about $106,388 at 4% or $70,925 at 6%.