Civic Intelligence

Adam J. Lee PC.

Plan context: Adam J. Lee PC. 401(K) Plan

EIN 46-4447707 • Avondale, AZ • 11 filings • 2 plans

10750 W Mcdowell RdSte A100Avondale, AZ 85392
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$396,806

2024 Contributions

$40,570

Historical Graphs

Total Assets Over Time

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

$401,686$200,843$0201420192024YearValue
$396,806Latest year 2024

Participants Over Time

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

630201420192024YearValue
3Latest year 2024

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
202413$396,806$40,570$13,523iApproximate average salary by contribution assumption: employee only about $338,083 at 4% or $225,389 at 6%; with 50% employer match about $225,389 at 4% or $150,259 at 6%; with 100% employer match about $169,042 at 4% or $112,694 at 6%.
Adam J. Lee PC. 401(K) Plan-3$396,806$40,570$13,523iApproximate average salary by contribution assumption: employee only about $338,083 at 4% or $225,389 at 6%; with 50% employer match about $225,389 at 4% or $150,259 at 6%; with 100% employer match about $169,042 at 4% or $112,694 at 6%.
202313$312,388$18,771$6,257iApproximate average salary by contribution assumption: employee only about $156,425 at 4% or $104,283 at 6%; with 50% employer match about $104,283 at 4% or $69,522 at 6%; with 100% employer match about $78,213 at 4% or $52,142 at 6%.
Adam J. Lee PC. 401(K) Plan-3$312,388$18,771$6,257iApproximate average salary by contribution assumption: employee only about $156,425 at 4% or $104,283 at 6%; with 50% employer match about $104,283 at 4% or $69,522 at 6%; with 100% employer match about $78,213 at 4% or $52,142 at 6%.
202212$313,686$32,089$16,045iApproximate average salary by contribution assumption: employee only about $401,113 at 4% or $267,408 at 6%; with 50% employer match about $267,408 at 4% or $178,272 at 6%; with 100% employer match about $200,556 at 4% or $133,704 at 6%.
Adam J. Lee PC. 401(K) Plan-2$313,686$32,089$16,045iApproximate average salary by contribution assumption: employee only about $401,113 at 4% or $267,408 at 6%; with 50% employer match about $267,408 at 4% or $178,272 at 6%; with 100% employer match about $200,556 at 4% or $133,704 at 6%.
202112$401,686$34,644$17,322iApproximate average salary by contribution assumption: employee only about $433,050 at 4% or $288,700 at 6%; with 50% employer match about $288,700 at 4% or $192,467 at 6%; with 100% employer match about $216,525 at 4% or $144,350 at 6%.
Adam J. Lee PC. 401(K) Plan-2$401,686$34,644$17,322iApproximate average salary by contribution assumption: employee only about $433,050 at 4% or $288,700 at 6%; with 50% employer match about $288,700 at 4% or $192,467 at 6%; with 100% employer match about $216,525 at 4% or $144,350 at 6%.
202012$319,993$43,555$21,778iApproximate average salary by contribution assumption: employee only about $544,438 at 4% or $362,958 at 6%; with 50% employer match about $362,958 at 4% or $241,972 at 6%; with 100% employer match about $272,219 at 4% or $181,479 at 6%.
Adam J. Lee PC. 401(K) Plan-2$319,993$43,555$21,778iApproximate average salary by contribution assumption: employee only about $544,438 at 4% or $362,958 at 6%; with 50% employer match about $362,958 at 4% or $241,972 at 6%; with 100% employer match about $272,219 at 4% or $181,479 at 6%.
201915$220,259$32,738$6,548iApproximate average salary by contribution assumption: employee only about $163,690 at 4% or $109,127 at 6%; with 50% employer match about $109,127 at 4% or $72,751 at 6%; with 100% employer match about $81,845 at 4% or $54,563 at 6%.
Adam J. Lee PC. 401(K) Plan-5$220,259$32,738$6,548iApproximate average salary by contribution assumption: employee only about $163,690 at 4% or $109,127 at 6%; with 50% employer match about $109,127 at 4% or $72,751 at 6%; with 100% employer match about $81,845 at 4% or $54,563 at 6%.
201815$157,627$31,050$6,210iApproximate average salary by contribution assumption: employee only about $155,250 at 4% or $103,500 at 6%; with 50% employer match about $103,500 at 4% or $69,000 at 6%; with 100% employer match about $77,625 at 4% or $51,750 at 6%.
Adam J. Lee PC. 401(K) Plan-5$157,627$31,050$6,210iApproximate average salary by contribution assumption: employee only about $155,250 at 4% or $103,500 at 6%; with 50% employer match about $103,500 at 4% or $69,000 at 6%; with 100% employer match about $77,625 at 4% or $51,750 at 6%.
201716$145,957$25,327$4,221iApproximate average salary by contribution assumption: employee only about $105,529 at 4% or $70,353 at 6%; with 50% employer match about $70,353 at 4% or $46,902 at 6%; with 100% employer match about $52,765 at 4% or $35,176 at 6%.
Adam J. Lee PC. 401(K) Plan-6$145,957$25,327$4,221iApproximate average salary by contribution assumption: employee only about $105,529 at 4% or $70,353 at 6%; with 50% employer match about $70,353 at 4% or $46,902 at 6%; with 100% employer match about $52,765 at 4% or $35,176 at 6%.
201615$101,852$13,000$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
Adam J. Lee PC. 401(K) Plan-5$101,852$13,000$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
201515$82,406$14,000$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
Adam J. Lee PC. 401(K) Plan-5$82,406$14,000$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
201415$82,784$58,432$11,686iApproximate average salary by contribution assumption: employee only about $292,160 at 4% or $194,773 at 6%; with 50% employer match about $194,773 at 4% or $129,849 at 6%; with 100% employer match about $146,080 at 4% or $97,387 at 6%.
Adam J. Lee PC. 401(K) Plan-5$82,784$58,432$11,686iApproximate average salary by contribution assumption: employee only about $292,160 at 4% or $194,773 at 6%; with 50% employer match about $194,773 at 4% or $129,849 at 6%; with 100% employer match about $146,080 at 4% or $97,387 at 6%.