Civic Intelligence

Jackson Fu, M.D.

Plan context: Jackson Fu, M.D. Money Purchase Keogh Plan

EIN 95-4080050 • Irvine, CA • 16 filings • 1 plans

84 MapletonIrvine, CA 92620
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$1,647,681

2014 Contributions

$93,392

Historical Graphs

Total Assets Over Time

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

$1,647,681$823,841$0199920062013YearValue
$1,647,681Latest year 2013

Participants Over Time

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

530199920062013YearValue
4Latest year 2013

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
201410$0$0-
Jackson Fu, M.D. Money Purchase Keogh Plan-0$0$0-
201314$1,647,681$93,392$23,348iApproximate average salary by contribution assumption: employee only about $583,700 at 4% or $389,133 at 6%; with 50% employer match about $389,133 at 4% or $259,422 at 6%; with 100% employer match about $291,850 at 4% or $194,567 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-4$1,647,681$93,392$23,348iApproximate average salary by contribution assumption: employee only about $583,700 at 4% or $389,133 at 6%; with 50% employer match about $389,133 at 4% or $259,422 at 6%; with 100% employer match about $291,850 at 4% or $194,567 at 6%.
201213$1,422,885$106,424$35,475iApproximate average salary by contribution assumption: employee only about $886,867 at 4% or $591,244 at 6%; with 50% employer match about $591,244 at 4% or $394,163 at 6%; with 100% employer match about $443,433 at 4% or $295,622 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-3$1,422,885$106,424$35,475iApproximate average salary by contribution assumption: employee only about $886,867 at 4% or $591,244 at 6%; with 50% employer match about $591,244 at 4% or $394,163 at 6%; with 100% employer match about $443,433 at 4% or $295,622 at 6%.
201114$1,279,145$107,772$26,943iApproximate average salary by contribution assumption: employee only about $673,575 at 4% or $449,050 at 6%; with 50% employer match about $449,050 at 4% or $299,367 at 6%; with 100% employer match about $336,788 at 4% or $224,525 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-4$1,279,145$107,772$26,943iApproximate average salary by contribution assumption: employee only about $673,575 at 4% or $449,050 at 6%; with 50% employer match about $449,050 at 4% or $299,367 at 6%; with 100% employer match about $336,788 at 4% or $224,525 at 6%.
201015$1,225,131$107,126$21,425iApproximate average salary by contribution assumption: employee only about $535,630 at 4% or $357,087 at 6%; with 50% employer match about $357,087 at 4% or $238,058 at 6%; with 100% employer match about $267,815 at 4% or $178,543 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-5$1,225,131$107,126$21,425iApproximate average salary by contribution assumption: employee only about $535,630 at 4% or $357,087 at 6%; with 50% employer match about $357,087 at 4% or $238,058 at 6%; with 100% employer match about $267,815 at 4% or $178,543 at 6%.
200913$1,082,684$104,390$34,797iApproximate average salary by contribution assumption: employee only about $869,917 at 4% or $579,944 at 6%; with 50% employer match about $579,944 at 4% or $386,630 at 6%; with 100% employer match about $434,958 at 4% or $289,972 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-3$1,082,684$104,390$34,797iApproximate average salary by contribution assumption: employee only about $869,917 at 4% or $579,944 at 6%; with 50% employer match about $579,944 at 4% or $386,630 at 6%; with 100% employer match about $434,958 at 4% or $289,972 at 6%.
200812$827,940$50,521$25,261iApproximate average salary by contribution assumption: employee only about $631,513 at 4% or $421,008 at 6%; with 50% employer match about $421,008 at 4% or $280,672 at 6%; with 100% employer match about $315,756 at 4% or $210,504 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-2$827,940$50,521$25,261iApproximate average salary by contribution assumption: employee only about $631,513 at 4% or $421,008 at 6%; with 50% employer match about $421,008 at 4% or $280,672 at 6%; with 100% employer match about $315,756 at 4% or $210,504 at 6%.
200713$1,086,733$49,427$16,476iApproximate average salary by contribution assumption: employee only about $411,892 at 4% or $274,594 at 6%; with 50% employer match about $274,594 at 4% or $183,063 at 6%; with 100% employer match about $205,946 at 4% or $137,297 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-3$1,086,733$49,427$16,476iApproximate average salary by contribution assumption: employee only about $411,892 at 4% or $274,594 at 6%; with 50% employer match about $274,594 at 4% or $183,063 at 6%; with 100% employer match about $205,946 at 4% or $137,297 at 6%.
200613$880,840$49,297$16,432iApproximate average salary by contribution assumption: employee only about $410,808 at 4% or $273,872 at 6%; with 50% employer match about $273,872 at 4% or $182,581 at 6%; with 100% employer match about $205,404 at 4% or $136,936 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-3$880,840$49,297$16,432iApproximate average salary by contribution assumption: employee only about $410,808 at 4% or $273,872 at 6%; with 50% employer match about $273,872 at 4% or $182,581 at 6%; with 100% employer match about $205,404 at 4% or $136,936 at 6%.
200513$699,091$48,769$16,256iApproximate average salary by contribution assumption: employee only about $406,408 at 4% or $270,939 at 6%; with 50% employer match about $270,939 at 4% or $180,626 at 6%; with 100% employer match about $203,204 at 4% or $135,469 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-3$699,091$48,769$16,256iApproximate average salary by contribution assumption: employee only about $406,408 at 4% or $270,939 at 6%; with 50% employer match about $270,939 at 4% or $180,626 at 6%; with 100% employer match about $203,204 at 4% or $135,469 at 6%.
200413$612,254$48,244$16,081iApproximate average salary by contribution assumption: employee only about $402,033 at 4% or $268,022 at 6%; with 50% employer match about $268,022 at 4% or $178,681 at 6%; with 100% employer match about $201,017 at 4% or $134,011 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-3$612,254$48,244$16,081iApproximate average salary by contribution assumption: employee only about $402,033 at 4% or $268,022 at 6%; with 50% employer match about $268,022 at 4% or $178,681 at 6%; with 100% employer match about $201,017 at 4% or $134,011 at 6%.
200314$516,682$46,919$11,730iApproximate average salary by contribution assumption: employee only about $293,244 at 4% or $195,496 at 6%; with 50% employer match about $195,496 at 4% or $130,331 at 6%; with 100% employer match about $146,622 at 4% or $97,748 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-4$516,682$46,919$11,730iApproximate average salary by contribution assumption: employee only about $293,244 at 4% or $195,496 at 6%; with 50% employer match about $195,496 at 4% or $130,331 at 6%; with 100% employer match about $146,622 at 4% or $97,748 at 6%.
200213$380,507$45,112$15,037iApproximate average salary by contribution assumption: employee only about $375,933 at 4% or $250,622 at 6%; with 50% employer match about $250,622 at 4% or $167,081 at 6%; with 100% employer match about $187,967 at 4% or $125,311 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-3$380,507$45,112$15,037iApproximate average salary by contribution assumption: employee only about $375,933 at 4% or $250,622 at 6%; with 50% employer match about $250,622 at 4% or $167,081 at 6%; with 100% employer match about $187,967 at 4% or $125,311 at 6%.
200112$447,292$39,584$19,792iApproximate average salary by contribution assumption: employee only about $494,800 at 4% or $329,867 at 6%; with 50% employer match about $329,867 at 4% or $219,911 at 6%; with 100% employer match about $247,400 at 4% or $164,933 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-2$447,292$39,584$19,792iApproximate average salary by contribution assumption: employee only about $494,800 at 4% or $329,867 at 6%; with 50% employer match about $329,867 at 4% or $219,911 at 6%; with 100% employer match about $247,400 at 4% or $164,933 at 6%.
200012$490,403$35,011$17,506iApproximate average salary by contribution assumption: employee only about $437,638 at 4% or $291,758 at 6%; with 50% employer match about $291,758 at 4% or $194,506 at 6%; with 100% employer match about $218,819 at 4% or $145,879 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-2$490,403$35,011$17,506iApproximate average salary by contribution assumption: employee only about $437,638 at 4% or $291,758 at 6%; with 50% employer match about $291,758 at 4% or $194,506 at 6%; with 100% employer match about $218,819 at 4% or $145,879 at 6%.
199912$576,509$33,709$16,855iApproximate average salary by contribution assumption: employee only about $421,363 at 4% or $280,908 at 6%; with 50% employer match about $280,908 at 4% or $187,272 at 6%; with 100% employer match about $210,681 at 4% or $140,454 at 6%.
Jackson Fu, M.D. Money Purchase Keogh Plan-2$576,509$33,709$16,855iApproximate average salary by contribution assumption: employee only about $421,363 at 4% or $280,908 at 6%; with 50% employer match about $280,908 at 4% or $187,272 at 6%; with 100% employer match about $210,681 at 4% or $140,454 at 6%.