Civic Intelligence

Zhiwen Lu M.D. Inc.

Plan context: Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan

EIN 95-4850968 • Glendora, CA • 20 filings • 2 plans

412 W. Carroll Ave., Ste 104Glendora, CA 91741
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$1,930,004

2019 Contributions

$189,598

Historical Graphs

Total Assets Over Time

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

$1,930,004$965,002$0201020142018YearValue
$1,930,004Latest year 2018

Participants Over Time

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

530201020142018YearValue
4Latest year 2018

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
201920$0$0-
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-0$0$0-
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-0$0$0-
201824$1,930,004$189,598$47,400iApproximate average salary by contribution assumption: employee only about $1,184,988 at 4% or $789,992 at 6%; with 50% employer match about $789,992 at 4% or $526,661 at 6%; with 100% employer match about $592,494 at 4% or $394,996 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-3$1,762,347$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-4$167,657$14,598$3,650iApproximate average salary by contribution assumption: employee only about $91,238 at 4% or $60,825 at 6%; with 50% employer match about $60,825 at 4% or $40,550 at 6%; with 100% employer match about $45,619 at 4% or $30,413 at 6%.
201724$1,903,137$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-4$1,737,086$146,547$36,637iApproximate average salary by contribution assumption: employee only about $915,919 at 4% or $610,613 at 6%; with 50% employer match about $610,613 at 4% or $407,075 at 6%; with 100% employer match about $457,959 at 4% or $305,306 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-3$166,051$13,453$4,484iApproximate average salary by contribution assumption: employee only about $112,108 at 4% or $74,739 at 6%; with 50% employer match about $74,739 at 4% or $49,826 at 6%; with 100% employer match about $56,054 at 4% or $37,369 at 6%.
201624$1,480,668$189,354$47,339iApproximate average salary by contribution assumption: employee only about $1,183,463 at 4% or $788,975 at 6%; with 50% employer match about $788,975 at 4% or $525,983 at 6%; with 100% employer match about $591,731 at 4% or $394,488 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-4$1,339,629$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-4$141,039$14,354$3,589iApproximate average salary by contribution assumption: employee only about $89,713 at 4% or $59,808 at 6%; with 50% employer match about $59,808 at 4% or $39,872 at 6%; with 100% employer match about $44,856 at 4% or $29,904 at 6%.
201524$1,190,532$224,089$56,022iApproximate average salary by contribution assumption: employee only about $1,400,556 at 4% or $933,704 at 6%; with 50% employer match about $933,704 at 4% or $622,469 at 6%; with 100% employer match about $700,278 at 4% or $466,852 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-4$1,069,460$210,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-4$121,072$14,089$3,522iApproximate average salary by contribution assumption: employee only about $88,056 at 4% or $58,704 at 6%; with 50% employer match about $58,704 at 4% or $39,136 at 6%; with 100% employer match about $44,028 at 4% or $29,352 at 6%.
201424$968,050$231,048$57,762iApproximate average salary by contribution assumption: employee only about $1,444,050 at 4% or $962,700 at 6%; with 50% employer match about $962,700 at 4% or $641,800 at 6%; with 100% employer match about $722,025 at 4% or $481,350 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-4$852,669$185,970$46,493iApproximate average salary by contribution assumption: employee only about $1,162,313 at 4% or $774,875 at 6%; with 50% employer match about $774,875 at 4% or $516,583 at 6%; with 100% employer match about $581,156 at 4% or $387,438 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-4$115,381$45,078$11,270iApproximate average salary by contribution assumption: employee only about $281,738 at 4% or $187,825 at 6%; with 50% employer match about $187,825 at 4% or $125,217 at 6%; with 100% employer match about $140,869 at 4% or $93,913 at 6%.
201325$723,749$140,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-5$653,111$128,202$25,640iApproximate average salary by contribution assumption: employee only about $641,010 at 4% or $427,340 at 6%; with 50% employer match about $427,340 at 4% or $284,893 at 6%; with 100% employer match about $320,505 at 4% or $213,670 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-4$70,638$11,798$2,950iApproximate average salary by contribution assumption: employee only about $73,738 at 4% or $49,158 at 6%; with 50% employer match about $49,158 at 4% or $32,772 at 6%; with 100% employer match about $36,869 at 4% or $24,579 at 6%.
201223$555,897$140,808$46,936iApproximate average salary by contribution assumption: employee only about $1,173,400 at 4% or $782,267 at 6%; with 50% employer match about $782,267 at 4% or $521,511 at 6%; with 100% employer match about $586,700 at 4% or $391,133 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-3$501,425$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-3$54,472$20,808$6,936iApproximate average salary by contribution assumption: employee only about $173,400 at 4% or $115,600 at 6%; with 50% employer match about $115,600 at 4% or $77,067 at 6%; with 100% employer match about $86,700 at 4% or $57,800 at 6%.
201123$378,814$186,199$62,066iApproximate average salary by contribution assumption: employee only about $1,551,658 at 4% or $1,034,439 at 6%; with 50% employer match about $1,034,439 at 4% or $689,626 at 6%; with 100% employer match about $775,829 at 4% or $517,219 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-3$345,150$169,183$56,394iApproximate average salary by contribution assumption: employee only about $1,409,858 at 4% or $939,906 at 6%; with 50% employer match about $939,906 at 4% or $626,604 at 6%; with 100% employer match about $704,929 at 4% or $469,953 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-3$33,664$17,016$5,672iApproximate average salary by contribution assumption: employee only about $141,800 at 4% or $94,533 at 6%; with 50% employer match about $94,533 at 4% or $63,022 at 6%; with 100% employer match about $70,900 at 4% or $47,267 at 6%.
201023$196,973$196,973$65,658iApproximate average salary by contribution assumption: employee only about $1,641,442 at 4% or $1,094,294 at 6%; with 50% employer match about $1,094,294 at 4% or $729,530 at 6%; with 100% employer match about $820,721 at 4% or $547,147 at 6%.
Zhiwen Lu M.D. Inc. Defined Benefit Pension Plan-3$179,807$179,807$59,936iApproximate average salary by contribution assumption: employee only about $1,498,392 at 4% or $998,928 at 6%; with 50% employer match about $998,928 at 4% or $665,952 at 6%; with 100% employer match about $749,196 at 4% or $499,464 at 6%.
ZHIWEN LU M.D. INC. 401(K) PROFIT SHARING PLAN-3$17,166$17,166$5,722iApproximate average salary by contribution assumption: employee only about $143,050 at 4% or $95,367 at 6%; with 50% employer match about $95,367 at 4% or $63,578 at 6%; with 100% employer match about $71,525 at 4% or $47,683 at 6%.