Civic Intelligence

Lee and Morse

Plan context: Lee Ip Law PC. 401(K) Retirement Plan

EIN 61-1403349 • Fairfax, VA • 19 filings • 5 plans

3060 Williams Drive, Suite 300 #12Fairfax, VA 22031
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,676,343

2024 Contributions

$149,797

Historical Graphs

Total Assets Over Time

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

$4,088,431$2,044,216$0200520142024YearValue
$2,676,343Latest year 2024

Participants Over Time

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

28140200520142024YearValue
10Latest 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
2024110$2,676,343$149,797$14,980iApproximate average salary by contribution assumption: employee only about $374,493 at 4% or $249,662 at 6%; with 50% employer match about $249,662 at 4% or $166,441 at 6%; with 100% employer match about $187,246 at 4% or $124,831 at 6%.
Lee Ip Law PC. 401(K) Retirement Plan-10$2,676,343$149,797$14,980iApproximate average salary by contribution assumption: employee only about $374,493 at 4% or $249,662 at 6%; with 50% employer match about $249,662 at 4% or $166,441 at 6%; with 100% employer match about $187,246 at 4% or $124,831 at 6%.
2023113$4,088,431$171,789$13,215iApproximate average salary by contribution assumption: employee only about $330,363 at 4% or $220,242 at 6%; with 50% employer match about $220,242 at 4% or $146,828 at 6%; with 100% employer match about $165,182 at 4% or $110,121 at 6%.
Lee Ip Law PC. 401(K) Retirement Plan-13$4,088,431$171,789$13,215iApproximate average salary by contribution assumption: employee only about $330,363 at 4% or $220,242 at 6%; with 50% employer match about $220,242 at 4% or $146,828 at 6%; with 100% employer match about $165,182 at 4% or $110,121 at 6%.
2022113$3,328,370$182,993$14,076iApproximate average salary by contribution assumption: employee only about $351,910 at 4% or $234,606 at 6%; with 50% employer match about $234,606 at 4% or $156,404 at 6%; with 100% employer match about $175,955 at 4% or $117,303 at 6%.
Lee Ip Law PC. 401(K) Retirement Plan-13$3,328,370$182,993$14,076iApproximate average salary by contribution assumption: employee only about $351,910 at 4% or $234,606 at 6%; with 50% employer match about $234,606 at 4% or $156,404 at 6%; with 100% employer match about $175,955 at 4% or $117,303 at 6%.
2021113$3,793,883$190,788$14,676iApproximate average salary by contribution assumption: employee only about $366,900 at 4% or $244,600 at 6%; with 50% employer match about $244,600 at 4% or $163,067 at 6%; with 100% employer match about $183,450 at 4% or $122,300 at 6%.
Lee Ip Law PC. 401(K) Retirement Plan-13$3,793,883$190,788$14,676iApproximate average salary by contribution assumption: employee only about $366,900 at 4% or $244,600 at 6%; with 50% employer match about $244,600 at 4% or $163,067 at 6%; with 100% employer match about $183,450 at 4% or $122,300 at 6%.
201910$0$0-
Lee & Morse PC. 401(K) and Profit Sharing Plan-0---
2018121$2,994,336$304,412$14,496iApproximate average salary by contribution assumption: employee only about $362,395 at 4% or $241,597 at 6%; with 50% employer match about $241,597 at 4% or $161,065 at 6%; with 100% employer match about $181,198 at 4% or $120,798 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-21$2,994,336$304,412$14,496iApproximate average salary by contribution assumption: employee only about $362,395 at 4% or $241,597 at 6%; with 50% employer match about $241,597 at 4% or $161,065 at 6%; with 100% employer match about $181,198 at 4% or $120,798 at 6%.
2017118$2,960,555$289,011$16,056iApproximate average salary by contribution assumption: employee only about $401,404 at 4% or $267,603 at 6%; with 50% employer match about $267,603 at 4% or $178,402 at 6%; with 100% employer match about $200,702 at 4% or $133,801 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-18$2,960,555$289,011$16,056iApproximate average salary by contribution assumption: employee only about $401,404 at 4% or $267,603 at 6%; with 50% employer match about $267,603 at 4% or $178,402 at 6%; with 100% employer match about $200,702 at 4% or $133,801 at 6%.
2016118$2,281,952$281,378$15,632iApproximate average salary by contribution assumption: employee only about $390,803 at 4% or $260,535 at 6%; with 50% employer match about $260,535 at 4% or $173,690 at 6%; with 100% employer match about $195,401 at 4% or $130,268 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-18$2,281,952$281,378$15,632iApproximate average salary by contribution assumption: employee only about $390,803 at 4% or $260,535 at 6%; with 50% employer match about $260,535 at 4% or $173,690 at 6%; with 100% employer match about $195,401 at 4% or $130,268 at 6%.
2015124$1,980,699$241,328$10,055iApproximate average salary by contribution assumption: employee only about $251,383 at 4% or $167,589 at 6%; with 50% employer match about $167,589 at 4% or $111,726 at 6%; with 100% employer match about $125,692 at 4% or $83,794 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-24$1,980,699$241,328$10,055iApproximate average salary by contribution assumption: employee only about $251,383 at 4% or $167,589 at 6%; with 50% employer match about $167,589 at 4% or $111,726 at 6%; with 100% employer match about $125,692 at 4% or $83,794 at 6%.
2014123$1,749,493$215,617$9,375iApproximate average salary by contribution assumption: employee only about $234,366 at 4% or $156,244 at 6%; with 50% employer match about $156,244 at 4% or $104,163 at 6%; with 100% employer match about $117,183 at 4% or $78,122 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-23$1,749,493$215,617$9,375iApproximate average salary by contribution assumption: employee only about $234,366 at 4% or $156,244 at 6%; with 50% employer match about $156,244 at 4% or $104,163 at 6%; with 100% employer match about $117,183 at 4% or $78,122 at 6%.
2013128$1,472,004$194,628$6,951iApproximate average salary by contribution assumption: employee only about $173,775 at 4% or $115,850 at 6%; with 50% employer match about $115,850 at 4% or $77,233 at 6%; with 100% employer match about $86,888 at 4% or $57,925 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-28$1,472,004$194,628$6,951iApproximate average salary by contribution assumption: employee only about $173,775 at 4% or $115,850 at 6%; with 50% employer match about $115,850 at 4% or $77,233 at 6%; with 100% employer match about $86,888 at 4% or $57,925 at 6%.
2012121$1,200,839$218,386$10,399iApproximate average salary by contribution assumption: employee only about $259,983 at 4% or $173,322 at 6%; with 50% employer match about $173,322 at 4% or $115,548 at 6%; with 100% employer match about $129,992 at 4% or $86,661 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-21$1,200,839$218,386$10,399iApproximate average salary by contribution assumption: employee only about $259,983 at 4% or $173,322 at 6%; with 50% employer match about $173,322 at 4% or $115,548 at 6%; with 100% employer match about $129,992 at 4% or $86,661 at 6%.
2011122$955,188$213,491$9,704iApproximate average salary by contribution assumption: employee only about $242,603 at 4% or $161,736 at 6%; with 50% employer match about $161,736 at 4% or $107,824 at 6%; with 100% employer match about $121,302 at 4% or $80,868 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-22$955,188$213,491$9,704iApproximate average salary by contribution assumption: employee only about $242,603 at 4% or $161,736 at 6%; with 50% employer match about $161,736 at 4% or $107,824 at 6%; with 100% employer match about $121,302 at 4% or $80,868 at 6%.
2010115$781,555$166,741$11,116iApproximate average salary by contribution assumption: employee only about $277,902 at 4% or $185,268 at 6%; with 50% employer match about $185,268 at 4% or $123,512 at 6%; with 100% employer match about $138,951 at 4% or $92,634 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-15$781,555$166,741$11,116iApproximate average salary by contribution assumption: employee only about $277,902 at 4% or $185,268 at 6%; with 50% employer match about $185,268 at 4% or $123,512 at 6%; with 100% employer match about $138,951 at 4% or $92,634 at 6%.
2009114$520,744$151,970$10,855iApproximate average salary by contribution assumption: employee only about $271,375 at 4% or $180,917 at 6%; with 50% employer match about $180,917 at 4% or $120,611 at 6%; with 100% employer match about $135,688 at 4% or $90,458 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-14$520,744$151,970$10,855iApproximate average salary by contribution assumption: employee only about $271,375 at 4% or $180,917 at 6%; with 50% employer match about $180,917 at 4% or $120,611 at 6%; with 100% employer match about $135,688 at 4% or $90,458 at 6%.
2008112$260,802$116,261$9,688iApproximate average salary by contribution assumption: employee only about $242,210 at 4% or $161,474 at 6%; with 50% employer match about $161,474 at 4% or $107,649 at 6%; with 100% employer match about $121,105 at 4% or $80,737 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-12$260,802$116,261$9,688iApproximate average salary by contribution assumption: employee only about $242,210 at 4% or $161,474 at 6%; with 50% employer match about $161,474 at 4% or $107,649 at 6%; with 100% employer match about $121,105 at 4% or $80,737 at 6%.
2007112$328,258$132,117$11,010iApproximate average salary by contribution assumption: employee only about $275,244 at 4% or $183,496 at 6%; with 50% employer match about $183,496 at 4% or $122,331 at 6%; with 100% employer match about $137,622 at 4% or $91,748 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-12$328,258$132,117$11,010iApproximate average salary by contribution assumption: employee only about $275,244 at 4% or $183,496 at 6%; with 50% employer match about $183,496 at 4% or $122,331 at 6%; with 100% employer match about $137,622 at 4% or $91,748 at 6%.
200618$183,637$120,579$15,072iApproximate average salary by contribution assumption: employee only about $376,809 at 4% or $251,206 at 6%; with 50% employer match about $251,206 at 4% or $167,471 at 6%; with 100% employer match about $188,405 at 4% or $125,603 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-8$183,637$120,579$15,072iApproximate average salary by contribution assumption: employee only about $376,809 at 4% or $251,206 at 6%; with 50% employer match about $251,206 at 4% or $167,471 at 6%; with 100% employer match about $188,405 at 4% or $125,603 at 6%.
200516$61,398$60,529$10,088iApproximate average salary by contribution assumption: employee only about $252,204 at 4% or $168,136 at 6%; with 50% employer match about $168,136 at 4% or $112,091 at 6%; with 100% employer match about $126,102 at 4% or $84,068 at 6%.
Lee & Morse PC. 401(K) and Profit Sharing Plan-6$61,398$60,529$10,088iApproximate average salary by contribution assumption: employee only about $252,204 at 4% or $168,136 at 6%; with 50% employer match about $168,136 at 4% or $112,091 at 6%; with 100% employer match about $126,102 at 4% or $84,068 at 6%.