Civic Intelligence

CHIEN LEE & ASSOCIATES, INC.

Plan context: Chien Lee & Associates Inc. 401K Profit Sharing Plan

EIN 77-0297265 • San Jose, CA • 14 filings • 4 plans

430 S. 4th StreetSan Jose, CA 95112
Current Snapshot

Latest Year

2013

2013 Participants

15

2013 Assets

$656,124

2013 Contributions

$2,540

Historical Graphs

Total Assets Over Time

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

$1,563,543$781,772$0199920072012YearValue
$656,124Latest year 2012

Participants Over Time

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

40200199920052012YearValue
15Latest year 2012

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
201310$0$0-
Chien Lee & Associates Inc. 401K Profit Sharing Plan-0$0$0-
2012115$656,124$0-
Chien Lee & Associates Inc. 401K Profit Sharing Plan-15$656,124$0-
2011118$727,799$0-
Chien Lee & Associates Inc. 401K Profit Sharing Plan-18$727,799--
2010120$896,015$0-
Chien Lee & Associates Inc. 401K Profit Sharing Plan-20$896,015--
2009123$922,554$0-
Chien Lee & Associates Inc. 401K Profit Sharing Plan-23$922,554--
2008120$850,591$2,540$127iApproximate average salary by contribution assumption: employee only about $3,175 at 4% or $2,117 at 6%; with 50% employer match about $2,117 at 4% or $1,411 at 6%; with 100% employer match about $1,588 at 4% or $1,058 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-20$850,591$2,540$127iApproximate average salary by contribution assumption: employee only about $3,175 at 4% or $2,117 at 6%; with 50% employer match about $2,117 at 4% or $1,411 at 6%; with 100% employer match about $1,588 at 4% or $1,058 at 6%.
2007127$1,256,084$17,740$657iApproximate average salary by contribution assumption: employee only about $16,426 at 4% or $10,951 at 6%; with 50% employer match about $10,951 at 4% or $7,300 at 6%; with 100% employer match about $8,213 at 4% or $5,475 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-27$1,256,084$17,740$657iApproximate average salary by contribution assumption: employee only about $16,426 at 4% or $10,951 at 6%; with 50% employer match about $10,951 at 4% or $7,300 at 6%; with 100% employer match about $8,213 at 4% or $5,475 at 6%.
2005140$1,443,217$75,740$1,894iApproximate average salary by contribution assumption: employee only about $47,338 at 4% or $31,558 at 6%; with 50% employer match about $31,558 at 4% or $21,039 at 6%; with 100% employer match about $23,669 at 4% or $15,779 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-40$1,443,217$75,740$1,894iApproximate average salary by contribution assumption: employee only about $47,338 at 4% or $31,558 at 6%; with 50% employer match about $31,558 at 4% or $21,039 at 6%; with 100% employer match about $23,669 at 4% or $15,779 at 6%.
2004134$1,317,369$59,140$1,739iApproximate average salary by contribution assumption: employee only about $43,485 at 4% or $28,990 at 6%; with 50% employer match about $28,990 at 4% or $19,327 at 6%; with 100% employer match about $21,743 at 4% or $14,495 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-34$1,317,369$59,140$1,739iApproximate average salary by contribution assumption: employee only about $43,485 at 4% or $28,990 at 6%; with 50% employer match about $28,990 at 4% or $19,327 at 6%; with 100% employer match about $21,743 at 4% or $14,495 at 6%.
2003140$1,563,543$300,797$7,520iApproximate average salary by contribution assumption: employee only about $187,998 at 4% or $125,332 at 6%; with 50% employer match about $125,332 at 4% or $83,555 at 6%; with 100% employer match about $93,999 at 4% or $62,666 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-40$1,563,543$300,797$7,520iApproximate average salary by contribution assumption: employee only about $187,998 at 4% or $125,332 at 6%; with 50% employer match about $125,332 at 4% or $83,555 at 6%; with 100% employer match about $93,999 at 4% or $62,666 at 6%.
2002137$1,194,606$303,670$8,207iApproximate average salary by contribution assumption: employee only about $205,182 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-37$1,194,606$303,670$8,207iApproximate average salary by contribution assumption: employee only about $205,182 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%.
2001135$0$0-
Chien Lee & Associates Inc. 401K Profit Sharing Plan-35---
2000133$814,445$267,444$8,104iApproximate average salary by contribution assumption: employee only about $202,609 at 4% or $135,073 at 6%; with 50% employer match about $135,073 at 4% or $90,048 at 6%; with 100% employer match about $101,305 at 4% or $67,536 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-33$814,445$267,444$8,104iApproximate average salary by contribution assumption: employee only about $202,609 at 4% or $135,073 at 6%; with 50% employer match about $135,073 at 4% or $90,048 at 6%; with 100% employer match about $101,305 at 4% or $67,536 at 6%.
1999133$609,121$251,567$7,623iApproximate average salary by contribution assumption: employee only about $190,581 at 4% or $127,054 at 6%; with 50% employer match about $127,054 at 4% or $84,703 at 6%; with 100% employer match about $95,291 at 4% or $63,527 at 6%.
Chien Lee & Associates Inc. 401K Profit Sharing Plan-33$609,121$251,567$7,623iApproximate average salary by contribution assumption: employee only about $190,581 at 4% or $127,054 at 6%; with 50% employer match about $127,054 at 4% or $84,703 at 6%; with 100% employer match about $95,291 at 4% or $63,527 at 6%.