Civic Intelligence

Lee, Cochran & Daggett, Cpas LLP

Plan context: LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN

EIN 77-0263950 • Westlake Village, CA • 25 filings • 5 plans

2815 Townsgate Road, #220Westlake Village, CA 91361
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,907,364

2024 Contributions

$149,677

Historical Graphs

Total Assets Over Time

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

$2,907,364$1,453,682$0200320142024YearValue
$2,907,364Latest year 2024

Participants Over Time

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

630200020122024YearValue
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$2,907,364$149,677$24,946iApproximate average salary by contribution assumption: employee only about $623,654 at 4% or $415,769 at 6%; with 50% employer match about $415,769 at 4% or $277,180 at 6%; with 100% employer match about $311,827 at 4% or $207,885 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-6$2,907,364$149,677$24,946iApproximate average salary by contribution assumption: employee only about $623,654 at 4% or $415,769 at 6%; with 50% employer match about $415,769 at 4% or $277,180 at 6%; with 100% employer match about $311,827 at 4% or $207,885 at 6%.
202315$2,562,045$128,388$25,678iApproximate average salary by contribution assumption: employee only about $641,940 at 4% or $427,960 at 6%; with 50% employer match about $427,960 at 4% or $285,307 at 6%; with 100% employer match about $320,970 at 4% or $213,980 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-5$2,562,045$128,388$25,678iApproximate average salary by contribution assumption: employee only about $641,940 at 4% or $427,960 at 6%; with 50% employer match about $427,960 at 4% or $285,307 at 6%; with 100% employer match about $320,970 at 4% or $213,980 at 6%.
202216$2,310,454$80,793$13,466iApproximate average salary by contribution assumption: employee only about $336,638 at 4% or $224,425 at 6%; with 50% employer match about $224,425 at 4% or $149,617 at 6%; with 100% employer match about $168,319 at 4% or $112,213 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-6$2,310,454$80,793$13,466iApproximate average salary by contribution assumption: employee only about $336,638 at 4% or $224,425 at 6%; with 50% employer match about $224,425 at 4% or $149,617 at 6%; with 100% employer match about $168,319 at 4% or $112,213 at 6%.
202115$2,581,346$74,289$14,858iApproximate average salary by contribution assumption: employee only about $371,445 at 4% or $247,630 at 6%; with 50% employer match about $247,630 at 4% or $165,087 at 6%; with 100% employer match about $185,723 at 4% or $123,815 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-5$2,581,346$74,289$14,858iApproximate average salary by contribution assumption: employee only about $371,445 at 4% or $247,630 at 6%; with 50% employer match about $247,630 at 4% or $165,087 at 6%; with 100% employer match about $185,723 at 4% or $123,815 at 6%.
202015$2,357,868$127,047$25,409iApproximate average salary by contribution assumption: employee only about $635,235 at 4% or $423,490 at 6%; with 50% employer match about $423,490 at 4% or $282,327 at 6%; with 100% employer match about $317,618 at 4% or $211,745 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-5$2,357,868$127,047$25,409iApproximate average salary by contribution assumption: employee only about $635,235 at 4% or $423,490 at 6%; with 50% employer match about $423,490 at 4% or $282,327 at 6%; with 100% employer match about $317,618 at 4% or $211,745 at 6%.
201915$2,029,234$113,744$22,749iApproximate average salary by contribution assumption: employee only about $568,720 at 4% or $379,147 at 6%; with 50% employer match about $379,147 at 4% or $252,764 at 6%; with 100% employer match about $284,360 at 4% or $189,573 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-5$2,029,234$113,744$22,749iApproximate average salary by contribution assumption: employee only about $568,720 at 4% or $379,147 at 6%; with 50% employer match about $379,147 at 4% or $252,764 at 6%; with 100% employer match about $284,360 at 4% or $189,573 at 6%.
201815$1,777,766$101,322$20,264iApproximate average salary by contribution assumption: employee only about $506,610 at 4% or $337,740 at 6%; with 50% employer match about $337,740 at 4% or $225,160 at 6%; with 100% employer match about $253,305 at 4% or $168,870 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-5$1,777,766$101,322$20,264iApproximate average salary by contribution assumption: employee only about $506,610 at 4% or $337,740 at 6%; with 50% employer match about $337,740 at 4% or $225,160 at 6%; with 100% employer match about $253,305 at 4% or $168,870 at 6%.
201714$1,744,088$96,951$24,238iApproximate average salary by contribution assumption: employee only about $605,944 at 4% or $403,963 at 6%; with 50% employer match about $403,963 at 4% or $269,308 at 6%; with 100% employer match about $302,972 at 4% or $201,981 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-4$1,744,088$96,951$24,238iApproximate average salary by contribution assumption: employee only about $605,944 at 4% or $403,963 at 6%; with 50% employer match about $403,963 at 4% or $269,308 at 6%; with 100% employer match about $302,972 at 4% or $201,981 at 6%.
201614$1,502,621$96,134$24,034iApproximate average salary by contribution assumption: employee only about $600,838 at 4% or $400,558 at 6%; with 50% employer match about $400,558 at 4% or $267,039 at 6%; with 100% employer match about $300,419 at 4% or $200,279 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-4$1,502,621$96,134$24,034iApproximate average salary by contribution assumption: employee only about $600,838 at 4% or $400,558 at 6%; with 50% employer match about $400,558 at 4% or $267,039 at 6%; with 100% employer match about $300,419 at 4% or $200,279 at 6%.
201514$1,303,774$1,058,041$264,510iApproximate average salary by contribution assumption: employee only about $6,612,756 at 4% or $4,408,504 at 6%; with 50% employer match about $4,408,504 at 4% or $2,939,003 at 6%; with 100% employer match about $3,306,378 at 4% or $2,204,252 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-4$1,303,774$1,058,041$264,510iApproximate average salary by contribution assumption: employee only about $6,612,756 at 4% or $4,408,504 at 6%; with 50% employer match about $4,408,504 at 4% or $2,939,003 at 6%; with 100% employer match about $3,306,378 at 4% or $2,204,252 at 6%.
201414$246,324$81,633$20,408iApproximate average salary by contribution assumption: employee only about $510,206 at 4% or $340,138 at 6%; with 50% employer match about $340,138 at 4% or $226,758 at 6%; with 100% employer match about $255,103 at 4% or $170,069 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-4$246,324$81,633$20,408iApproximate average salary by contribution assumption: employee only about $510,206 at 4% or $340,138 at 6%; with 50% employer match about $340,138 at 4% or $226,758 at 6%; with 100% employer match about $255,103 at 4% or $170,069 at 6%.
201314$163,349$99,455$24,864iApproximate average salary by contribution assumption: employee only about $621,594 at 4% or $414,396 at 6%; with 50% employer match about $414,396 at 4% or $276,264 at 6%; with 100% employer match about $310,797 at 4% or $207,198 at 6%.
LEE, COCHRAN & DAGGETT, CPAS, LLP RETIREMENT PLAN-4$163,349$99,455$24,864iApproximate average salary by contribution assumption: employee only about $621,594 at 4% or $414,396 at 6%; with 50% employer match about $414,396 at 4% or $276,264 at 6%; with 100% employer match about $310,797 at 4% or $207,198 at 6%.
201213$67,448$67,448$22,483iApproximate average salary by contribution assumption: employee only about $562,067 at 4% or $374,711 at 6%; with 50% employer match about $374,711 at 4% or $249,807 at 6%; with 100% employer match about $281,033 at 4% or $187,356 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-3$67,448$67,448$22,483iApproximate average salary by contribution assumption: employee only about $562,067 at 4% or $374,711 at 6%; with 50% employer match about $374,711 at 4% or $249,807 at 6%; with 100% employer match about $281,033 at 4% or $187,356 at 6%.
201113$1,671,590$37,582$12,527iApproximate average salary by contribution assumption: employee only about $313,183 at 4% or $208,789 at 6%; with 50% employer match about $208,789 at 4% or $139,193 at 6%; with 100% employer match about $156,592 at 4% or $104,394 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-3$1,671,590$37,582$12,527iApproximate average salary by contribution assumption: employee only about $313,183 at 4% or $208,789 at 6%; with 50% employer match about $208,789 at 4% or $139,193 at 6%; with 100% employer match about $156,592 at 4% or $104,394 at 6%.
201013$187,247$36,090$12,030iApproximate average salary by contribution assumption: employee only about $300,750 at 4% or $200,500 at 6%; with 50% employer match about $200,500 at 4% or $133,667 at 6%; with 100% employer match about $150,375 at 4% or $100,250 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-3$187,247$36,090$12,030iApproximate average salary by contribution assumption: employee only about $300,750 at 4% or $200,500 at 6%; with 50% employer match about $200,500 at 4% or $133,667 at 6%; with 100% employer match about $150,375 at 4% or $100,250 at 6%.
200912$1,655,705$22,914$11,457iApproximate average salary by contribution assumption: employee only about $286,425 at 4% or $190,950 at 6%; with 50% employer match about $190,950 at 4% or $127,300 at 6%; with 100% employer match about $143,213 at 4% or $95,475 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-2$1,655,705$22,914$11,457iApproximate average salary by contribution assumption: employee only about $286,425 at 4% or $190,950 at 6%; with 50% employer match about $190,950 at 4% or $127,300 at 6%; with 100% employer match about $143,213 at 4% or $95,475 at 6%.
200814$1,230,440$21,058$5,265iApproximate average salary by contribution assumption: employee only about $131,613 at 4% or $87,742 at 6%; with 50% employer match about $87,742 at 4% or $58,494 at 6%; with 100% employer match about $65,806 at 4% or $43,871 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-4$1,230,440$21,058$5,265iApproximate average salary by contribution assumption: employee only about $131,613 at 4% or $87,742 at 6%; with 50% employer match about $87,742 at 4% or $58,494 at 6%; with 100% employer match about $65,806 at 4% or $43,871 at 6%.
200714$0$0-
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-4---
200614$1,080,523$42,128$10,532iApproximate average salary by contribution assumption: employee only about $263,300 at 4% or $175,533 at 6%; with 50% employer match about $175,533 at 4% or $117,022 at 6%; with 100% employer match about $131,650 at 4% or $87,767 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-4$1,080,523$42,128$10,532iApproximate average salary by contribution assumption: employee only about $263,300 at 4% or $175,533 at 6%; with 50% employer match about $175,533 at 4% or $117,022 at 6%; with 100% employer match about $131,650 at 4% or $87,767 at 6%.
200515$939,829$36,860$7,372iApproximate average salary by contribution assumption: employee only about $184,300 at 4% or $122,867 at 6%; with 50% employer match about $122,867 at 4% or $81,911 at 6%; with 100% employer match about $92,150 at 4% or $61,433 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-5$939,829$36,860$7,372iApproximate average salary by contribution assumption: employee only about $184,300 at 4% or $122,867 at 6%; with 50% employer match about $122,867 at 4% or $81,911 at 6%; with 100% employer match about $92,150 at 4% or $61,433 at 6%.
200415$870,624$18,899$3,780iApproximate average salary by contribution assumption: employee only about $94,495 at 4% or $62,997 at 6%; with 50% employer match about $62,997 at 4% or $41,998 at 6%; with 100% employer match about $47,248 at 4% or $31,498 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-5$870,624$18,899$3,780iApproximate average salary by contribution assumption: employee only about $94,495 at 4% or $62,997 at 6%; with 50% employer match about $62,997 at 4% or $41,998 at 6%; with 100% employer match about $47,248 at 4% or $31,498 at 6%.
200315$794,946$42,611$8,522iApproximate average salary by contribution assumption: employee only about $213,055 at 4% or $142,037 at 6%; with 50% employer match about $142,037 at 4% or $94,691 at 6%; with 100% employer match about $106,528 at 4% or $71,018 at 6%.
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-5$794,946$42,611$8,522iApproximate average salary by contribution assumption: employee only about $213,055 at 4% or $142,037 at 6%; with 50% employer match about $142,037 at 4% or $94,691 at 6%; with 100% employer match about $106,528 at 4% or $71,018 at 6%.
200215$0$0-
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-5---
200115$0$0-
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-5---
200015$0$0-
Lee, Cochran & Daggett, Cpas LLP Retirement Plan-5---