Civic Intelligence

David J. LI, D.D.S., M.S. Inc.

Plan context: David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan

EIN 65-1253570 • San Diego, CA • 11 filings • 2 plans

16766 Bernardo Center Dr., Ste 203San Diego, CA 92128-2502
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$460,221

2024 Contributions

$58,367

Historical Graphs

Total Assets Over Time

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

$460,221$230,111$0201420192024YearValue
$460,221Latest year 2024

Participants Over Time

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

740201420192024YearValue
6Latest 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
202416$460,221$58,367$9,728iApproximate average salary by contribution assumption: employee only about $243,196 at 4% or $162,131 at 6%; with 50% employer match about $162,131 at 4% or $108,087 at 6%; with 100% employer match about $121,598 at 4% or $81,065 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-6$460,221$58,367$9,728iApproximate average salary by contribution assumption: employee only about $243,196 at 4% or $162,131 at 6%; with 50% employer match about $162,131 at 4% or $108,087 at 6%; with 100% employer match about $121,598 at 4% or $81,065 at 6%.
202316$303,366$60,776$10,129iApproximate average salary by contribution assumption: employee only about $253,233 at 4% or $168,822 at 6%; with 50% employer match about $168,822 at 4% or $112,548 at 6%; with 100% employer match about $126,617 at 4% or $84,411 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-6$303,366$60,776$10,129iApproximate average salary by contribution assumption: employee only about $253,233 at 4% or $168,822 at 6%; with 50% employer match about $168,822 at 4% or $112,548 at 6%; with 100% employer match about $126,617 at 4% or $84,411 at 6%.
202217$330,132$58,051$8,293iApproximate average salary by contribution assumption: employee only about $207,325 at 4% or $138,217 at 6%; with 50% employer match about $138,217 at 4% or $92,144 at 6%; with 100% employer match about $103,663 at 4% or $69,108 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-7$330,132$58,051$8,293iApproximate average salary by contribution assumption: employee only about $207,325 at 4% or $138,217 at 6%; with 50% employer match about $138,217 at 4% or $92,144 at 6%; with 100% employer match about $103,663 at 4% or $69,108 at 6%.
202116$388,215$48,863$8,144iApproximate average salary by contribution assumption: employee only about $203,596 at 4% or $135,731 at 6%; with 50% employer match about $135,731 at 4% or $90,487 at 6%; with 100% employer match about $101,798 at 4% or $67,865 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-6$388,215$48,863$8,144iApproximate average salary by contribution assumption: employee only about $203,596 at 4% or $135,731 at 6%; with 50% employer match about $135,731 at 4% or $90,487 at 6%; with 100% employer match about $101,798 at 4% or $67,865 at 6%.
202015$341,267$47,064$9,413iApproximate average salary by contribution assumption: employee only about $235,320 at 4% or $156,880 at 6%; with 50% employer match about $156,880 at 4% or $104,587 at 6%; with 100% employer match about $117,660 at 4% or $78,440 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-5$341,267$47,064$9,413iApproximate average salary by contribution assumption: employee only about $235,320 at 4% or $156,880 at 6%; with 50% employer match about $156,880 at 4% or $104,587 at 6%; with 100% employer match about $117,660 at 4% or $78,440 at 6%.
201915$223,373$53,252$10,650iApproximate average salary by contribution assumption: employee only about $266,260 at 4% or $177,507 at 6%; with 50% employer match about $177,507 at 4% or $118,338 at 6%; with 100% employer match about $133,130 at 4% or $88,753 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-5$223,373$53,252$10,650iApproximate average salary by contribution assumption: employee only about $266,260 at 4% or $177,507 at 6%; with 50% employer match about $177,507 at 4% or $118,338 at 6%; with 100% employer match about $133,130 at 4% or $88,753 at 6%.
201815$184,639$53,567$10,713iApproximate average salary by contribution assumption: employee only about $267,835 at 4% or $178,557 at 6%; with 50% employer match about $178,557 at 4% or $119,038 at 6%; with 100% employer match about $133,918 at 4% or $89,278 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-5$184,639$53,567$10,713iApproximate average salary by contribution assumption: employee only about $267,835 at 4% or $178,557 at 6%; with 50% employer match about $178,557 at 4% or $119,038 at 6%; with 100% employer match about $133,918 at 4% or $89,278 at 6%.
201715$147,318$47,937$9,587iApproximate average salary by contribution assumption: employee only about $239,685 at 4% or $159,790 at 6%; with 50% employer match about $159,790 at 4% or $106,527 at 6%; with 100% employer match about $119,843 at 4% or $79,895 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-5$147,318$47,937$9,587iApproximate average salary by contribution assumption: employee only about $239,685 at 4% or $159,790 at 6%; with 50% employer match about $159,790 at 4% or $106,527 at 6%; with 100% employer match about $119,843 at 4% or $79,895 at 6%.
201615$89,500$40,085$8,017iApproximate average salary by contribution assumption: employee only about $200,425 at 4% or $133,617 at 6%; with 50% employer match about $133,617 at 4% or $89,078 at 6%; with 100% employer match about $100,213 at 4% or $66,808 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-5$89,500$40,085$8,017iApproximate average salary by contribution assumption: employee only about $200,425 at 4% or $133,617 at 6%; with 50% employer match about $133,617 at 4% or $89,078 at 6%; with 100% employer match about $100,213 at 4% or $66,808 at 6%.
201513$44,034$27,712$9,237iApproximate average salary by contribution assumption: employee only about $230,933 at 4% or $153,956 at 6%; with 50% employer match about $153,956 at 4% or $102,637 at 6%; with 100% employer match about $115,467 at 4% or $76,978 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-3$44,034$27,712$9,237iApproximate average salary by contribution assumption: employee only about $230,933 at 4% or $153,956 at 6%; with 50% employer match about $153,956 at 4% or $102,637 at 6%; with 100% employer match about $115,467 at 4% or $76,978 at 6%.
201412$17,600$17,600$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
David J. LI, D.D.S., M.S. Inc., 401(K) Profit Sharing Plan-2$17,600$17,600$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.