Civic Intelligence

Dan Lee & Associates PC.

Plan context: The Dan Lee & Associates PC 401(K) Plan

EIN 74-3106418 • Marietta, GA • 9 filings • 1 plans

1355 Terrell Mill Road SEBuilding 1474-100Marietta, GA 30067
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$835,538

2024 Contributions

$91,971

Historical Graphs

Total Assets Over Time

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

$835,538$417,769$0201620202024YearValue
$835,538Latest year 2024

Participants Over Time

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

530201620202024YearValue
5Latest 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
202415$835,538$91,971$18,394iApproximate average salary by contribution assumption: employee only about $459,855 at 4% or $306,570 at 6%; with 50% employer match about $306,570 at 4% or $204,380 at 6%; with 100% employer match about $229,928 at 4% or $153,285 at 6%.
The Dan Lee & Associates PC 401(K) Plan-5$835,538$91,971$18,394iApproximate average salary by contribution assumption: employee only about $459,855 at 4% or $306,570 at 6%; with 50% employer match about $306,570 at 4% or $204,380 at 6%; with 100% employer match about $229,928 at 4% or $153,285 at 6%.
202314$619,807$69,455$17,364iApproximate average salary by contribution assumption: employee only about $434,094 at 4% or $289,396 at 6%; with 50% employer match about $289,396 at 4% or $192,931 at 6%; with 100% employer match about $217,047 at 4% or $144,698 at 6%.
The Dan Lee & Associates PC 401(K) Plan-4$619,807$69,455$17,364iApproximate average salary by contribution assumption: employee only about $434,094 at 4% or $289,396 at 6%; with 50% employer match about $289,396 at 4% or $192,931 at 6%; with 100% employer match about $217,047 at 4% or $144,698 at 6%.
202213$467,272$75,187$25,062iApproximate average salary by contribution assumption: employee only about $626,558 at 4% or $417,706 at 6%; with 50% employer match about $417,706 at 4% or $278,470 at 6%; with 100% employer match about $313,279 at 4% or $208,853 at 6%.
The Dan Lee & Associates PC 401(K) Plan-3$467,272$75,187$25,062iApproximate average salary by contribution assumption: employee only about $626,558 at 4% or $417,706 at 6%; with 50% employer match about $417,706 at 4% or $278,470 at 6%; with 100% employer match about $313,279 at 4% or $208,853 at 6%.
202114$587,788$76,174$19,044iApproximate average salary by contribution assumption: employee only about $476,088 at 4% or $317,392 at 6%; with 50% employer match about $317,392 at 4% or $211,594 at 6%; with 100% employer match about $238,044 at 4% or $158,696 at 6%.
The Dan Lee & Associates PC 401(K) Plan-4$587,788$76,174$19,044iApproximate average salary by contribution assumption: employee only about $476,088 at 4% or $317,392 at 6%; with 50% employer match about $317,392 at 4% or $211,594 at 6%; with 100% employer match about $238,044 at 4% or $158,696 at 6%.
202015$442,788$88,072$17,614iApproximate average salary by contribution assumption: employee only about $440,360 at 4% or $293,573 at 6%; with 50% employer match about $293,573 at 4% or $195,716 at 6%; with 100% employer match about $220,180 at 4% or $146,787 at 6%.
The Dan Lee & Associates PC 401(K) Plan-5$442,788$88,072$17,614iApproximate average salary by contribution assumption: employee only about $440,360 at 4% or $293,573 at 6%; with 50% employer match about $293,573 at 4% or $195,716 at 6%; with 100% employer match about $220,180 at 4% or $146,787 at 6%.
201915$274,468$61,322$12,264iApproximate average salary by contribution assumption: employee only about $306,610 at 4% or $204,407 at 6%; with 50% employer match about $204,407 at 4% or $136,271 at 6%; with 100% employer match about $153,305 at 4% or $102,203 at 6%.
The Dan Lee & Associates PC 401(K) Plan-5$274,468$61,322$12,264iApproximate average salary by contribution assumption: employee only about $306,610 at 4% or $204,407 at 6%; with 50% employer match about $204,407 at 4% or $136,271 at 6%; with 100% employer match about $153,305 at 4% or $102,203 at 6%.
201815$166,421$76,083$15,217iApproximate average salary by contribution assumption: employee only about $380,415 at 4% or $253,610 at 6%; with 50% employer match about $253,610 at 4% or $169,073 at 6%; with 100% employer match about $190,208 at 4% or $126,805 at 6%.
The Dan Lee & Associates PC 401(K) Plan-5$166,421$76,083$15,217iApproximate average salary by contribution assumption: employee only about $380,415 at 4% or $253,610 at 6%; with 50% employer match about $253,610 at 4% or $169,073 at 6%; with 100% employer match about $190,208 at 4% or $126,805 at 6%.
201713$104,835$59,574$19,858iApproximate average salary by contribution assumption: employee only about $496,450 at 4% or $330,967 at 6%; with 50% employer match about $330,967 at 4% or $220,644 at 6%; with 100% employer match about $248,225 at 4% or $165,483 at 6%.
The Dan Lee & Associates PC 401(K) Plan-3$104,835$59,574$19,858iApproximate average salary by contribution assumption: employee only about $496,450 at 4% or $330,967 at 6%; with 50% employer match about $330,967 at 4% or $220,644 at 6%; with 100% employer match about $248,225 at 4% or $165,483 at 6%.
201614$34,113$32,535$8,134iApproximate average salary by contribution assumption: employee only about $203,344 at 4% or $135,563 at 6%; with 50% employer match about $135,563 at 4% or $90,375 at 6%; with 100% employer match about $101,672 at 4% or $67,781 at 6%.
The Dan Lee & Associates PC 401(K) Plan-4$34,113$32,535$8,134iApproximate average salary by contribution assumption: employee only about $203,344 at 4% or $135,563 at 6%; with 50% employer match about $135,563 at 4% or $90,375 at 6%; with 100% employer match about $101,672 at 4% or $67,781 at 6%.