Civic Intelligence

Wayne Y. H. Lum, M. D. Inc.

Plan context: Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan

EIN 99-0211434 • Honolulu, HI • 25 filings • 4 plans

2228 Liliha Street, Suite 302Honolulu, HI 96817
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$1,642,863

2023 Contributions

$21,751

Historical Graphs

Total Assets Over Time

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

$1,998,580$999,290$0199920132022YearValue
$1,642,863Latest year 2022

Participants Over Time

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

530199920112022YearValue
4Latest 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
202310$0$0-
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-0$0$0-
202214$1,642,863$21,751$5,438iApproximate average salary by contribution assumption: employee only about $135,944 at 4% or $90,629 at 6%; with 50% employer match about $90,629 at 4% or $60,419 at 6%; with 100% employer match about $67,972 at 4% or $45,315 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$1,642,863$21,751$5,438iApproximate average salary by contribution assumption: employee only about $135,944 at 4% or $90,629 at 6%; with 50% employer match about $90,629 at 4% or $60,419 at 6%; with 100% employer match about $67,972 at 4% or $45,315 at 6%.
202114$1,998,580$33,533$8,383iApproximate average salary by contribution assumption: employee only about $209,581 at 4% or $139,721 at 6%; with 50% employer match about $139,721 at 4% or $93,147 at 6%; with 100% employer match about $104,791 at 4% or $69,860 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$1,998,580$33,533$8,383iApproximate average salary by contribution assumption: employee only about $209,581 at 4% or $139,721 at 6%; with 50% employer match about $139,721 at 4% or $93,147 at 6%; with 100% employer match about $104,791 at 4% or $69,860 at 6%.
202014$1,769,811$34,642$8,661iApproximate average salary by contribution assumption: employee only about $216,513 at 4% or $144,342 at 6%; with 50% employer match about $144,342 at 4% or $96,228 at 6%; with 100% employer match about $108,256 at 4% or $72,171 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$1,769,811$34,642$8,661iApproximate average salary by contribution assumption: employee only about $216,513 at 4% or $144,342 at 6%; with 50% employer match about $144,342 at 4% or $96,228 at 6%; with 100% employer match about $108,256 at 4% or $72,171 at 6%.
201914$1,499,172$69,870$17,468iApproximate average salary by contribution assumption: employee only about $436,688 at 4% or $291,125 at 6%; with 50% employer match about $291,125 at 4% or $194,083 at 6%; with 100% employer match about $218,344 at 4% or $145,563 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$1,499,172$69,870$17,468iApproximate average salary by contribution assumption: employee only about $436,688 at 4% or $291,125 at 6%; with 50% employer match about $291,125 at 4% or $194,083 at 6%; with 100% employer match about $218,344 at 4% or $145,563 at 6%.
201814$1,211,483$32,670$8,168iApproximate average salary by contribution assumption: employee only about $204,188 at 4% or $136,125 at 6%; with 50% employer match about $136,125 at 4% or $90,750 at 6%; with 100% employer match about $102,094 at 4% or $68,063 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$1,211,483$32,670$8,168iApproximate average salary by contribution assumption: employee only about $204,188 at 4% or $136,125 at 6%; with 50% employer match about $136,125 at 4% or $90,750 at 6%; with 100% employer match about $102,094 at 4% or $68,063 at 6%.
201715$1,249,683$72,085$14,417iApproximate average salary by contribution assumption: employee only about $360,425 at 4% or $240,283 at 6%; with 50% employer match about $240,283 at 4% or $160,189 at 6%; with 100% employer match about $180,213 at 4% or $120,142 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-5$1,249,683$72,085$14,417iApproximate average salary by contribution assumption: employee only about $360,425 at 4% or $240,283 at 6%; with 50% employer match about $240,283 at 4% or $160,189 at 6%; with 100% employer match about $180,213 at 4% or $120,142 at 6%.
201615$1,023,309$29,952$5,990iApproximate average salary by contribution assumption: employee only about $149,760 at 4% or $99,840 at 6%; with 50% employer match about $99,840 at 4% or $66,560 at 6%; with 100% employer match about $74,880 at 4% or $49,920 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-5$1,023,309$29,952$5,990iApproximate average salary by contribution assumption: employee only about $149,760 at 4% or $99,840 at 6%; with 50% employer match about $99,840 at 4% or $66,560 at 6%; with 100% employer match about $74,880 at 4% or $49,920 at 6%.
201514$969,034$65,385$16,346iApproximate average salary by contribution assumption: employee only about $408,656 at 4% or $272,438 at 6%; with 50% employer match about $272,438 at 4% or $181,625 at 6%; with 100% employer match about $204,328 at 4% or $136,219 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$969,034$65,385$16,346iApproximate average salary by contribution assumption: employee only about $408,656 at 4% or $272,438 at 6%; with 50% employer match about $272,438 at 4% or $181,625 at 6%; with 100% employer match about $204,328 at 4% or $136,219 at 6%.
201414$929,275$62,581$15,645iApproximate average salary by contribution assumption: employee only about $391,131 at 4% or $260,754 at 6%; with 50% employer match about $260,754 at 4% or $173,836 at 6%; with 100% employer match about $195,566 at 4% or $130,377 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$929,275$62,581$15,645iApproximate average salary by contribution assumption: employee only about $391,131 at 4% or $260,754 at 6%; with 50% employer match about $260,754 at 4% or $173,836 at 6%; with 100% employer match about $195,566 at 4% or $130,377 at 6%.
201314$826,437$62,204$15,551iApproximate average salary by contribution assumption: employee only about $388,775 at 4% or $259,183 at 6%; with 50% employer match about $259,183 at 4% or $172,789 at 6%; with 100% employer match about $194,388 at 4% or $129,592 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$826,437$62,204$15,551iApproximate average salary by contribution assumption: employee only about $388,775 at 4% or $259,183 at 6%; with 50% employer match about $259,183 at 4% or $172,789 at 6%; with 100% employer match about $194,388 at 4% or $129,592 at 6%.
201214$665,797$60,707$15,177iApproximate average salary by contribution assumption: employee only about $379,419 at 4% or $252,946 at 6%; with 50% employer match about $252,946 at 4% or $168,631 at 6%; with 100% employer match about $189,709 at 4% or $126,473 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$665,797$60,707$15,177iApproximate average salary by contribution assumption: employee only about $379,419 at 4% or $252,946 at 6%; with 50% employer match about $252,946 at 4% or $168,631 at 6%; with 100% employer match about $189,709 at 4% or $126,473 at 6%.
201114$560,175$60,494$15,124iApproximate average salary by contribution assumption: employee only about $378,088 at 4% or $252,058 at 6%; with 50% employer match about $252,058 at 4% or $168,039 at 6%; with 100% employer match about $189,044 at 4% or $126,029 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$560,175$60,494$15,124iApproximate average salary by contribution assumption: employee only about $378,088 at 4% or $252,058 at 6%; with 50% employer match about $252,058 at 4% or $168,039 at 6%; with 100% employer match about $189,044 at 4% or $126,029 at 6%.
201014$508,425$59,862$14,966iApproximate average salary by contribution assumption: employee only about $374,138 at 4% or $249,425 at 6%; with 50% employer match about $249,425 at 4% or $166,283 at 6%; with 100% employer match about $187,069 at 4% or $124,713 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4$508,425$59,862$14,966iApproximate average salary by contribution assumption: employee only about $374,138 at 4% or $249,425 at 6%; with 50% employer match about $249,425 at 4% or $166,283 at 6%; with 100% employer match about $187,069 at 4% or $124,713 at 6%.
200913$422,352$0-
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-3$422,352$0-
200814$0$0-
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4---
200713$0$0-
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-3---
200613$489,064$20,000$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%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-3$489,064$20,000$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%.
200513$396,116$25,000$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%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-3$396,116$25,000$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%.
200413$346,857$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-3$346,857$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200312$0$0-
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-2---
200213$259,257$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-3$259,257$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200114$0$0-
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4---
200014$0$0-
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-4---
199912$397,188$17,160$8,580iApproximate average salary by contribution assumption: employee only about $214,500 at 4% or $143,000 at 6%; with 50% employer match about $143,000 at 4% or $95,333 at 6%; with 100% employer match about $107,250 at 4% or $71,500 at 6%.
Wayne Y. H. Lum, M. D. Inc. Profit Sharing Plan-2$397,188$17,160$8,580iApproximate average salary by contribution assumption: employee only about $214,500 at 4% or $143,000 at 6%; with 50% employer match about $143,000 at 4% or $95,333 at 6%; with 100% employer match about $107,250 at 4% or $71,500 at 6%.