Civic Intelligence

Phillip I. Whong, M.D.

Plan context: PHILLIP I. WHONG, M.D. PROFIT SHARING PLAN

EIN 95-3632789 • Lancaster, CA • 23 filings • 2 plans

44215 15th St. West, Ste. 308Lancaster, CA 93536
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,265,910

2020 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,604,368$802,184$0199920112020YearValue
$1,265,910Latest year 2020

Participants Over Time

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

630199920102020YearValue
2Latest 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
202022$1,265,910$0-
PHILLIP I. WHONG, M.D. PROFIT SHARING PLAN-2$1,265,910$0-
Phillip I. Whong, M.D. Defined Benefit Pension Plan-0---
201912$1,317,153$0-
Phillip I. Whong, M.D. Defined Benefit Pension Plan-2$1,317,153--
201815$1,517,124$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,517,124$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201715$1,604,368$51,000$10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,604,368$51,000$10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%.
201615$1,558,056$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,558,056$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201515$1,545,617$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,545,617$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201415$1,596,061$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,596,061$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201315$1,546,163$47,624$9,525iApproximate average salary by contribution assumption: employee only about $238,120 at 4% or $158,747 at 6%; with 50% employer match about $158,747 at 4% or $105,831 at 6%; with 100% employer match about $119,060 at 4% or $79,373 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,546,163$47,624$9,525iApproximate average salary by contribution assumption: employee only about $238,120 at 4% or $158,747 at 6%; with 50% employer match about $158,747 at 4% or $105,831 at 6%; with 100% employer match about $119,060 at 4% or $79,373 at 6%.
201215$1,431,466$45,461$9,092iApproximate average salary by contribution assumption: employee only about $227,305 at 4% or $151,537 at 6%; with 50% employer match about $151,537 at 4% or $101,024 at 6%; with 100% employer match about $113,653 at 4% or $75,768 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,431,466$45,461$9,092iApproximate average salary by contribution assumption: employee only about $227,305 at 4% or $151,537 at 6%; with 50% employer match about $151,537 at 4% or $101,024 at 6%; with 100% employer match about $113,653 at 4% or $75,768 at 6%.
201115$1,357,572$53,347$10,669iApproximate average salary by contribution assumption: employee only about $266,735 at 4% or $177,823 at 6%; with 50% employer match about $177,823 at 4% or $118,549 at 6%; with 100% employer match about $133,368 at 4% or $88,912 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-5$1,357,572$53,347$10,669iApproximate average salary by contribution assumption: employee only about $266,735 at 4% or $177,823 at 6%; with 50% employer match about $177,823 at 4% or $118,549 at 6%; with 100% employer match about $133,368 at 4% or $88,912 at 6%.
201014$1,316,492$48,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4$1,316,492$48,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200914$1,128,303$32,314$8,079iApproximate average salary by contribution assumption: employee only about $201,963 at 4% or $134,642 at 6%; with 50% employer match about $134,642 at 4% or $89,761 at 6%; with 100% employer match about $100,981 at 4% or $67,321 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4$1,128,303$32,314$8,079iApproximate average salary by contribution assumption: employee only about $201,963 at 4% or $134,642 at 6%; with 50% employer match about $134,642 at 4% or $89,761 at 6%; with 100% employer match about $100,981 at 4% or $67,321 at 6%.
200816$1,085,614$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-6$1,085,614$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200716$0$0-
Phillip I. Whong, M.D. Defined Benefit Pension Plan-6---
200616$1,009,428$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-6$1,009,428$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200516$909,116$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-6$909,116$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200414$847,652$39,953$9,988iApproximate average salary by contribution assumption: employee only about $249,706 at 4% or $166,471 at 6%; with 50% employer match about $166,471 at 4% or $110,981 at 6%; with 100% employer match about $124,853 at 4% or $83,235 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4$847,652$39,953$9,988iApproximate average salary by contribution assumption: employee only about $249,706 at 4% or $166,471 at 6%; with 50% employer match about $166,471 at 4% or $110,981 at 6%; with 100% employer match about $124,853 at 4% or $83,235 at 6%.
200314$768,849$46,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4$768,849$46,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
200214$0$0-
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4---
200114$0$0-
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4---
200014$627,923$46,402$11,601iApproximate average salary by contribution assumption: employee only about $290,013 at 4% or $193,342 at 6%; with 50% employer match about $193,342 at 4% or $128,894 at 6%; with 100% employer match about $145,006 at 4% or $96,671 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4$627,923$46,402$11,601iApproximate average salary by contribution assumption: employee only about $290,013 at 4% or $193,342 at 6%; with 50% employer match about $193,342 at 4% or $128,894 at 6%; with 100% employer match about $145,006 at 4% or $96,671 at 6%.
199914$572,149$47,247$11,812iApproximate average salary by contribution assumption: employee only about $295,294 at 4% or $196,863 at 6%; with 50% employer match about $196,863 at 4% or $131,242 at 6%; with 100% employer match about $147,647 at 4% or $98,431 at 6%.
Phillip I. Whong, M.D. Defined Benefit Pension Plan-4$572,149$47,247$11,812iApproximate average salary by contribution assumption: employee only about $295,294 at 4% or $196,863 at 6%; with 50% employer match about $196,863 at 4% or $131,242 at 6%; with 100% employer match about $147,647 at 4% or $98,431 at 6%.