Civic Intelligence

Shih-Wen Fu, M.D.

Plan context: SHIH-WEN FU, M.D. RETIREMENT PLAN

EIN 95-3867103 • San Bernardino, CA • 23 filings • 2 plans

399 E. Highland Ave., #416San Bernardino, CA 92404
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$3,375,994

2020 Contributions

$67,933

Historical Graphs

Total Assets Over Time

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

$3,375,994$1,687,997$0199920102019YearValue
$3,375,994Latest year 2019

Participants Over Time

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

740199920092019YearValue
4Latest year 2019

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
202010$0$67,933-
SHIH-WEN FU, M.D. RETIREMENT PLAN-0$0$67,933-
201914$3,375,994$90,769$22,692iApproximate average salary by contribution assumption: employee only about $567,306 at 4% or $378,204 at 6%; with 50% employer match about $378,204 at 4% or $252,136 at 6%; with 100% employer match about $283,653 at 4% or $189,102 at 6%.
SHIH-WEN FU, M.D. RETIREMENT PLAN-4$3,375,994$90,769$22,692iApproximate average salary by contribution assumption: employee only about $567,306 at 4% or $378,204 at 6%; with 50% employer match about $378,204 at 4% or $252,136 at 6%; with 100% employer match about $283,653 at 4% or $189,102 at 6%.
201814$2,521,409$88,544$22,136iApproximate average salary by contribution assumption: employee only about $553,400 at 4% or $368,933 at 6%; with 50% employer match about $368,933 at 4% or $245,956 at 6%; with 100% employer match about $276,700 at 4% or $184,467 at 6%.
SHIH-WEN FU, M.D. RETIREMENT PLAN-4$2,521,409$88,544$22,136iApproximate average salary by contribution assumption: employee only about $553,400 at 4% or $368,933 at 6%; with 50% employer match about $368,933 at 4% or $245,956 at 6%; with 100% employer match about $276,700 at 4% or $184,467 at 6%.
201714$2,444,442$72,249$18,062iApproximate average salary by contribution assumption: employee only about $451,556 at 4% or $301,038 at 6%; with 50% employer match about $301,038 at 4% or $200,692 at 6%; with 100% employer match about $225,778 at 4% or $150,519 at 6%.
SHIH-WEN FU, M.D. RETIREMENT PLAN-4$2,444,442$72,249$18,062iApproximate average salary by contribution assumption: employee only about $451,556 at 4% or $301,038 at 6%; with 50% employer match about $301,038 at 4% or $200,692 at 6%; with 100% employer match about $225,778 at 4% or $150,519 at 6%.
201626$2,078,057$2,078,057$346,343iApproximate average salary by contribution assumption: employee only about $8,658,571 at 4% or $5,772,381 at 6%; with 50% employer match about $5,772,381 at 4% or $3,848,254 at 6%; with 100% employer match about $4,329,285 at 4% or $2,886,190 at 6%.
SHIH-WEN FU, M.D. RETIREMENT PLAN-6$2,078,057$2,078,057$346,343iApproximate average salary by contribution assumption: employee only about $8,658,571 at 4% or $5,772,381 at 6%; with 50% employer match about $5,772,381 at 4% or $3,848,254 at 6%; with 100% employer match about $4,329,285 at 4% or $2,886,190 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-0---
201517$1,843,873$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-7$1,843,873$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
201416$1,758,036$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-6$1,758,036$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201315$1,535,768$60,354$12,071iApproximate average salary by contribution assumption: employee only about $301,770 at 4% or $201,180 at 6%; with 50% employer match about $201,180 at 4% or $134,120 at 6%; with 100% employer match about $150,885 at 4% or $100,590 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-5$1,535,768$60,354$12,071iApproximate average salary by contribution assumption: employee only about $301,770 at 4% or $201,180 at 6%; with 50% employer match about $201,180 at 4% or $134,120 at 6%; with 100% employer match about $150,885 at 4% or $100,590 at 6%.
201215$1,318,083$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%.
Shih-Wen Fu, M.D. Defined Benefit Plan-5$1,318,083$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%.
201115$1,183,521$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%.
Shih-Wen Fu, M.D. Defined Benefit Plan-5$1,183,521$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%.
201016$1,106,276$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%.
Shih-Wen Fu, M.D. Defined Benefit Plan-6$1,106,276$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%.
200915$987,465$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%.
Shih-Wen Fu, M.D. Defined Benefit Plan-5$987,465$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%.
200812$826,737$35,555$17,778iApproximate average salary by contribution assumption: employee only about $444,438 at 4% or $296,292 at 6%; with 50% employer match about $296,292 at 4% or $197,528 at 6%; with 100% employer match about $222,219 at 4% or $148,146 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-2$826,737$35,555$17,778iApproximate average salary by contribution assumption: employee only about $444,438 at 4% or $296,292 at 6%; with 50% employer match about $296,292 at 4% or $197,528 at 6%; with 100% employer match about $222,219 at 4% or $148,146 at 6%.
200713$0$0-
Shih-Wen Fu, M.D. Defined Benefit Plan-3---
200613$727,575$59,613$19,871iApproximate average salary by contribution assumption: employee only about $496,775 at 4% or $331,183 at 6%; with 50% employer match about $331,183 at 4% or $220,789 at 6%; with 100% employer match about $248,388 at 4% or $165,592 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-3$727,575$59,613$19,871iApproximate average salary by contribution assumption: employee only about $496,775 at 4% or $331,183 at 6%; with 50% employer match about $331,183 at 4% or $220,789 at 6%; with 100% employer match about $248,388 at 4% or $165,592 at 6%.
200514$638,867$39,684$9,921iApproximate average salary by contribution assumption: employee only about $248,025 at 4% or $165,350 at 6%; with 50% employer match about $165,350 at 4% or $110,233 at 6%; with 100% employer match about $124,013 at 4% or $82,675 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-4$638,867$39,684$9,921iApproximate average salary by contribution assumption: employee only about $248,025 at 4% or $165,350 at 6%; with 50% employer match about $165,350 at 4% or $110,233 at 6%; with 100% employer match about $124,013 at 4% or $82,675 at 6%.
200414$584,722$46,813$11,703iApproximate average salary by contribution assumption: employee only about $292,581 at 4% or $195,054 at 6%; with 50% employer match about $195,054 at 4% or $130,036 at 6%; with 100% employer match about $146,291 at 4% or $97,527 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-4$584,722$46,813$11,703iApproximate average salary by contribution assumption: employee only about $292,581 at 4% or $195,054 at 6%; with 50% employer match about $195,054 at 4% or $130,036 at 6%; with 100% employer match about $146,291 at 4% or $97,527 at 6%.
200313$527,503$145,751$48,584iApproximate average salary by contribution assumption: employee only about $1,214,592 at 4% or $809,728 at 6%; with 50% employer match about $809,728 at 4% or $539,819 at 6%; with 100% employer match about $607,296 at 4% or $404,864 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-3$527,503$145,751$48,584iApproximate average salary by contribution assumption: employee only about $1,214,592 at 4% or $809,728 at 6%; with 50% employer match about $809,728 at 4% or $539,819 at 6%; with 100% employer match about $607,296 at 4% or $404,864 at 6%.
200213$355,583$152,445$50,815iApproximate average salary by contribution assumption: employee only about $1,270,375 at 4% or $846,917 at 6%; with 50% employer match about $846,917 at 4% or $564,611 at 6%; with 100% employer match about $635,188 at 4% or $423,458 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-3$355,583$152,445$50,815iApproximate average salary by contribution assumption: employee only about $1,270,375 at 4% or $846,917 at 6%; with 50% employer match about $846,917 at 4% or $564,611 at 6%; with 100% employer match about $635,188 at 4% or $423,458 at 6%.
200112$226,486$86,464$43,232iApproximate average salary by contribution assumption: employee only about $1,080,800 at 4% or $720,533 at 6%; with 50% employer match about $720,533 at 4% or $480,356 at 6%; with 100% employer match about $540,400 at 4% or $360,267 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-2$226,486$86,464$43,232iApproximate average salary by contribution assumption: employee only about $1,080,800 at 4% or $720,533 at 6%; with 50% employer match about $720,533 at 4% or $480,356 at 6%; with 100% employer match about $540,400 at 4% or $360,267 at 6%.
200011$164,402$74,212$74,212iApproximate average salary by contribution assumption: employee only about $1,855,300 at 4% or $1,236,867 at 6%; with 50% employer match about $1,236,867 at 4% or $824,578 at 6%; with 100% employer match about $927,650 at 4% or $618,433 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-1$164,402$74,212$74,212iApproximate average salary by contribution assumption: employee only about $1,855,300 at 4% or $1,236,867 at 6%; with 50% employer match about $1,236,867 at 4% or $824,578 at 6%; with 100% employer match about $927,650 at 4% or $618,433 at 6%.
199912$130,356$69,904$34,952iApproximate average salary by contribution assumption: employee only about $873,800 at 4% or $582,533 at 6%; with 50% employer match about $582,533 at 4% or $388,356 at 6%; with 100% employer match about $436,900 at 4% or $291,267 at 6%.
Shih-Wen Fu, M.D. Defined Benefit Plan-2$130,356$69,904$34,952iApproximate average salary by contribution assumption: employee only about $873,800 at 4% or $582,533 at 6%; with 50% employer match about $582,533 at 4% or $388,356 at 6%; with 100% employer match about $436,900 at 4% or $291,267 at 6%.