Civic Intelligence

David H. Lee & Associates Inc.

Plan context: David H. Lee & Associates Inc. 401K Profit Sharin G Plan

EIN 33-0727552 • Laguna Hills, CA • 13 filings • 5 plans

23011 Moulton Parkway, Suite D-11Laguna Hills, CA 92653
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$976

2014 Contributions

$7,906

Historical Graphs

Total Assets Over Time

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

$661,349$330,675$0200220082013YearValue
$976Latest year 2013

Participants Over Time

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

1160200220082013YearValue
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-
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-0$0--
201314$976$7,906$1,977iApproximate average salary by contribution assumption: employee only about $49,413 at 4% or $32,942 at 6%; with 50% employer match about $32,942 at 4% or $21,961 at 6%; with 100% employer match about $24,706 at 4% or $16,471 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-4$976$7,906$1,977iApproximate average salary by contribution assumption: employee only about $49,413 at 4% or $32,942 at 6%; with 50% employer match about $32,942 at 4% or $21,961 at 6%; with 100% employer match about $24,706 at 4% or $16,471 at 6%.
2012111$448,083$40,207$3,655iApproximate average salary by contribution assumption: employee only about $91,380 at 4% or $60,920 at 6%; with 50% employer match about $60,920 at 4% or $40,613 at 6%; with 100% employer match about $45,690 at 4% or $30,460 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-11$448,083$40,207$3,655iApproximate average salary by contribution assumption: employee only about $91,380 at 4% or $60,920 at 6%; with 50% employer match about $60,920 at 4% or $40,613 at 6%; with 100% employer match about $45,690 at 4% or $30,460 at 6%.
2011110$389,551$103,134$10,313iApproximate average salary by contribution assumption: employee only about $257,835 at 4% or $171,890 at 6%; with 50% employer match about $171,890 at 4% or $114,593 at 6%; with 100% employer match about $128,918 at 4% or $85,945 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-10$389,551$103,134$10,313iApproximate average salary by contribution assumption: employee only about $257,835 at 4% or $171,890 at 6%; with 50% employer match about $171,890 at 4% or $114,593 at 6%; with 100% employer match about $128,918 at 4% or $85,945 at 6%.
201016$317,635$36,269$6,045iApproximate average salary by contribution assumption: employee only about $151,121 at 4% or $100,747 at 6%; with 50% employer match about $100,747 at 4% or $67,165 at 6%; with 100% employer match about $75,560 at 4% or $50,374 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-6$317,635$36,269$6,045iApproximate average salary by contribution assumption: employee only about $151,121 at 4% or $100,747 at 6%; with 50% employer match about $100,747 at 4% or $67,165 at 6%; with 100% employer match about $75,560 at 4% or $50,374 at 6%.
200916$661,349$41,691$6,949iApproximate average salary by contribution assumption: employee only about $173,713 at 4% or $115,808 at 6%; with 50% employer match about $115,808 at 4% or $77,206 at 6%; with 100% employer match about $86,856 at 4% or $57,904 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-6$661,349$41,691$6,949iApproximate average salary by contribution assumption: employee only about $173,713 at 4% or $115,808 at 6%; with 50% employer match about $115,808 at 4% or $77,206 at 6%; with 100% employer match about $86,856 at 4% or $57,904 at 6%.
200816$544,064$32,274$5,379iApproximate average salary by contribution assumption: employee only about $134,475 at 4% or $89,650 at 6%; with 50% employer match about $89,650 at 4% or $59,767 at 6%; with 100% employer match about $67,238 at 4% or $44,825 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-6$544,064$32,274$5,379iApproximate average salary by contribution assumption: employee only about $134,475 at 4% or $89,650 at 6%; with 50% employer match about $89,650 at 4% or $59,767 at 6%; with 100% employer match about $67,238 at 4% or $44,825 at 6%.
200716$0$0-
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-6---
200616$622,481$28,039$4,673iApproximate average salary by contribution assumption: employee only about $116,829 at 4% or $77,886 at 6%; with 50% employer match about $77,886 at 4% or $51,924 at 6%; with 100% employer match about $58,415 at 4% or $38,943 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-6$622,481$28,039$4,673iApproximate average salary by contribution assumption: employee only about $116,829 at 4% or $77,886 at 6%; with 50% employer match about $77,886 at 4% or $51,924 at 6%; with 100% employer match about $58,415 at 4% or $38,943 at 6%.
200516$566,677$28,532$4,755iApproximate average salary by contribution assumption: employee only about $118,883 at 4% or $79,256 at 6%; with 50% employer match about $79,256 at 4% or $52,837 at 6%; with 100% employer match about $59,442 at 4% or $39,628 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-6$566,677$28,532$4,755iApproximate average salary by contribution assumption: employee only about $118,883 at 4% or $79,256 at 6%; with 50% employer match about $79,256 at 4% or $52,837 at 6%; with 100% employer match about $59,442 at 4% or $39,628 at 6%.
200415$561,438$32,977$6,595iApproximate average salary by contribution assumption: employee only about $164,885 at 4% or $109,923 at 6%; with 50% employer match about $109,923 at 4% or $73,282 at 6%; with 100% employer match about $82,443 at 4% or $54,962 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-5$561,438$32,977$6,595iApproximate average salary by contribution assumption: employee only about $164,885 at 4% or $109,923 at 6%; with 50% employer match about $109,923 at 4% or $73,282 at 6%; with 100% employer match about $82,443 at 4% or $54,962 at 6%.
200317$474,260$32,073$4,582iApproximate average salary by contribution assumption: employee only about $114,546 at 4% or $76,364 at 6%; with 50% employer match about $76,364 at 4% or $50,910 at 6%; with 100% employer match about $57,273 at 4% or $38,182 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-7$474,260$32,073$4,582iApproximate average salary by contribution assumption: employee only about $114,546 at 4% or $76,364 at 6%; with 50% employer match about $76,364 at 4% or $50,910 at 6%; with 100% employer match about $57,273 at 4% or $38,182 at 6%.
200218$361,666$369,621$46,203iApproximate average salary by contribution assumption: employee only about $1,155,066 at 4% or $770,044 at 6%; with 50% employer match about $770,044 at 4% or $513,363 at 6%; with 100% employer match about $577,533 at 4% or $385,022 at 6%.
David H. Lee & Associates Inc. 401K Profit Sharin G Plan-8$361,666$369,621$46,203iApproximate average salary by contribution assumption: employee only about $1,155,066 at 4% or $770,044 at 6%; with 50% employer match about $770,044 at 4% or $513,363 at 6%; with 100% employer match about $577,533 at 4% or $385,022 at 6%.