Civic Intelligence

Duncan David Lee PC

Plan context: Duncan David Lee PC Retirement Plan

EIN 83-3706543 • Los Angeles, CA • 8 filings • 2 plans

3660 Wilshire Blvd., Ste 724Los Angeles, CA 90010
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$522,129

2025 Contributions

$17,920

Historical Graphs

Total Assets Over Time

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

$522,129$261,065$0202020232025YearValue
$522,129Latest year 2025

Participants Over Time

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

320202020232025YearValue
3Latest year 2025

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
202523$522,129$17,920$5,973iApproximate average salary by contribution assumption: employee only about $149,333 at 4% or $99,556 at 6%; with 50% employer match about $99,556 at 4% or $66,370 at 6%; with 100% employer match about $74,667 at 4% or $49,778 at 6%.
Duncan David Lee PC Retirement Plan-3$303,021$12,420$4,140iApproximate average salary by contribution assumption: employee only about $103,500 at 4% or $69,000 at 6%; with 50% employer match about $69,000 at 4% or $46,000 at 6%; with 100% employer match about $51,750 at 4% or $34,500 at 6%.
Duncan David Lee PC Pension Plan-2$219,108$5,500$2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%.
202423$502,573$42,978$14,326iApproximate average salary by contribution assumption: employee only about $358,150 at 4% or $238,767 at 6%; with 50% employer match about $238,767 at 4% or $159,178 at 6%; with 100% employer match about $179,075 at 4% or $119,383 at 6%.
Duncan David Lee PC Retirement Plan-3$284,884$32,678$10,893iApproximate average salary by contribution assumption: employee only about $272,317 at 4% or $181,544 at 6%; with 50% employer match about $181,544 at 4% or $121,030 at 6%; with 100% employer match about $136,158 at 4% or $90,772 at 6%.
Duncan David Lee PC Pension Plan-2$217,689$10,300$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
202312$232,763$40,142$20,071iApproximate average salary by contribution assumption: employee only about $501,775 at 4% or $334,517 at 6%; with 50% employer match about $334,517 at 4% or $223,011 at 6%; with 100% employer match about $250,888 at 4% or $167,258 at 6%.
Duncan David Lee PC Retirement Plan-2$232,763$40,142$20,071iApproximate average salary by contribution assumption: employee only about $501,775 at 4% or $334,517 at 6%; with 50% employer match about $334,517 at 4% or $223,011 at 6%; with 100% employer match about $250,888 at 4% or $167,258 at 6%.
202212$160,146$68,702$34,351iApproximate average salary by contribution assumption: employee only about $858,775 at 4% or $572,517 at 6%; with 50% employer match about $572,517 at 4% or $381,678 at 6%; with 100% employer match about $429,388 at 4% or $286,258 at 6%.
Duncan David Lee PC Retirement Plan-2$160,146$68,702$34,351iApproximate average salary by contribution assumption: employee only about $858,775 at 4% or $572,517 at 6%; with 50% employer match about $572,517 at 4% or $381,678 at 6%; with 100% employer match about $429,388 at 4% or $286,258 at 6%.
202112$115,910$37,206$18,603iApproximate average salary by contribution assumption: employee only about $465,075 at 4% or $310,050 at 6%; with 50% employer match about $310,050 at 4% or $206,700 at 6%; with 100% employer match about $232,538 at 4% or $155,025 at 6%.
Duncan David Lee PC Retirement Plan-2$115,910$37,206$18,603iApproximate average salary by contribution assumption: employee only about $465,075 at 4% or $310,050 at 6%; with 50% employer match about $310,050 at 4% or $206,700 at 6%; with 100% employer match about $232,538 at 4% or $155,025 at 6%.
202012$65,369$65,369$32,685iApproximate average salary by contribution assumption: employee only about $817,113 at 4% or $544,742 at 6%; with 50% employer match about $544,742 at 4% or $363,161 at 6%; with 100% employer match about $408,556 at 4% or $272,371 at 6%.
Duncan David Lee PC Retirement Plan-2$65,369$65,369$32,685iApproximate average salary by contribution assumption: employee only about $817,113 at 4% or $544,742 at 6%; with 50% employer match about $544,742 at 4% or $363,161 at 6%; with 100% employer match about $408,556 at 4% or $272,371 at 6%.