Civic Intelligence

Jeong, Suarez & L Izardi PC.

Plan context: Jeong & Lizardi PC. 401(K) Plan

EIN 86-0434407 • Nogales, AZ • 26 filings • 4 plans

825 N. Grand Avenue Suite 204Nogales, AZ 85621
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,141,078

2024 Contributions

$415,026

Historical Graphs

Total Assets Over Time

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

$2,215,000$1,107,500$0199920132024YearValue
$1,141,078Latest year 2024

Participants Over Time

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

1890199920112023YearValue
7Latest year 2023

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
202410$1,141,078$415,026-
Jeong & Lizardi PC. 401(K) Plan-0$1,141,078$415,026-
202317$2,215,000$60,069$8,581iApproximate average salary by contribution assumption: employee only about $214,532 at 4% or $143,021 at 6%; with 50% employer match about $143,021 at 4% or $95,348 at 6%; with 100% employer match about $107,266 at 4% or $71,511 at 6%.
Jeong & Lizardi PC. 401(K) Plan-7$2,215,000$60,069$8,581iApproximate average salary by contribution assumption: employee only about $214,532 at 4% or $143,021 at 6%; with 50% employer match about $143,021 at 4% or $95,348 at 6%; with 100% employer match about $107,266 at 4% or $71,511 at 6%.
2022111$2,129,653$449,605$40,873iApproximate average salary by contribution assumption: employee only about $1,021,830 at 4% or $681,220 at 6%; with 50% employer match about $681,220 at 4% or $454,146 at 6%; with 100% employer match about $510,915 at 4% or $340,610 at 6%.
Jeong & Lizardi PC. 401(K) Plan-11$2,129,653$449,605$40,873iApproximate average salary by contribution assumption: employee only about $1,021,830 at 4% or $681,220 at 6%; with 50% employer match about $681,220 at 4% or $454,146 at 6%; with 100% employer match about $510,915 at 4% or $340,610 at 6%.
2021110$2,166,244$52,395$5,240iApproximate average salary by contribution assumption: employee only about $130,988 at 4% or $87,325 at 6%; with 50% employer match about $87,325 at 4% or $58,217 at 6%; with 100% employer match about $65,494 at 4% or $43,663 at 6%.
Jeong & Lizardi PC. 401(K) Plan-10$2,166,244$52,395$5,240iApproximate average salary by contribution assumption: employee only about $130,988 at 4% or $87,325 at 6%; with 50% employer match about $87,325 at 4% or $58,217 at 6%; with 100% employer match about $65,494 at 4% or $43,663 at 6%.
2020113$2,160,942$62,738$4,826iApproximate average salary by contribution assumption: employee only about $120,650 at 4% or $80,433 at 6%; with 50% employer match about $80,433 at 4% or $53,622 at 6%; with 100% employer match about $60,325 at 4% or $40,217 at 6%.
Jeong & Lizardi PC. 401(K) Plan-13$2,160,942$62,738$4,826iApproximate average salary by contribution assumption: employee only about $120,650 at 4% or $80,433 at 6%; with 50% employer match about $80,433 at 4% or $53,622 at 6%; with 100% employer match about $60,325 at 4% or $40,217 at 6%.
2019113$1,769,597$63,145$4,857iApproximate average salary by contribution assumption: employee only about $121,433 at 4% or $80,955 at 6%; with 50% employer match about $80,955 at 4% or $53,970 at 6%; with 100% employer match about $60,716 at 4% or $40,478 at 6%.
Jeong & Lizardi PC. 401(K) Plan-13$1,769,597$63,145$4,857iApproximate average salary by contribution assumption: employee only about $121,433 at 4% or $80,955 at 6%; with 50% employer match about $80,955 at 4% or $53,970 at 6%; with 100% employer match about $60,716 at 4% or $40,478 at 6%.
2018114$1,474,662$60,344$4,310iApproximate average salary by contribution assumption: employee only about $107,757 at 4% or $71,838 at 6%; with 50% employer match about $71,838 at 4% or $47,892 at 6%; with 100% employer match about $53,879 at 4% or $35,919 at 6%.
Jeong & Lizardi PC. 401(K) Plan-14$1,474,662$60,344$4,310iApproximate average salary by contribution assumption: employee only about $107,757 at 4% or $71,838 at 6%; with 50% employer match about $71,838 at 4% or $47,892 at 6%; with 100% employer match about $53,879 at 4% or $35,919 at 6%.
2017114$1,624,853$54,034$3,860iApproximate average salary by contribution assumption: employee only about $96,489 at 4% or $64,326 at 6%; with 50% employer match about $64,326 at 4% or $42,884 at 6%; with 100% employer match about $48,245 at 4% or $32,163 at 6%.
Jeong & Lizardi PC. 401(K) Plan-14$1,624,853$54,034$3,860iApproximate average salary by contribution assumption: employee only about $96,489 at 4% or $64,326 at 6%; with 50% employer match about $64,326 at 4% or $42,884 at 6%; with 100% employer match about $48,245 at 4% or $32,163 at 6%.
2016113$1,386,214$61,076$4,698iApproximate average salary by contribution assumption: employee only about $117,454 at 4% or $78,303 at 6%; with 50% employer match about $78,303 at 4% or $52,202 at 6%; with 100% employer match about $58,727 at 4% or $39,151 at 6%.
Jeong & Lizardi PC. 401(K) Plan-13$1,386,214$61,076$4,698iApproximate average salary by contribution assumption: employee only about $117,454 at 4% or $78,303 at 6%; with 50% employer match about $78,303 at 4% or $52,202 at 6%; with 100% employer match about $58,727 at 4% or $39,151 at 6%.
2015113$1,381,425$46,641$3,588iApproximate average salary by contribution assumption: employee only about $89,694 at 4% or $59,796 at 6%; with 50% employer match about $59,796 at 4% or $39,864 at 6%; with 100% employer match about $44,847 at 4% or $29,898 at 6%.
Jeong & Lizardi PC. 401(K) Plan-13$1,381,425$46,641$3,588iApproximate average salary by contribution assumption: employee only about $89,694 at 4% or $59,796 at 6%; with 50% employer match about $59,796 at 4% or $39,864 at 6%; with 100% employer match about $44,847 at 4% or $29,898 at 6%.
2014112$1,559,306$42,741$3,562iApproximate average salary by contribution assumption: employee only about $89,044 at 4% or $59,363 at 6%; with 50% employer match about $59,363 at 4% or $39,575 at 6%; with 100% employer match about $44,522 at 4% or $29,681 at 6%.
Jeong & Lizardi PC. 401(K) Plan-12$1,559,306$42,741$3,562iApproximate average salary by contribution assumption: employee only about $89,044 at 4% or $59,363 at 6%; with 50% employer match about $59,363 at 4% or $39,575 at 6%; with 100% employer match about $44,522 at 4% or $29,681 at 6%.
2013112$1,460,418$21,187$1,766iApproximate average salary by contribution assumption: employee only about $44,140 at 4% or $29,426 at 6%; with 50% employer match about $29,426 at 4% or $19,618 at 6%; with 100% employer match about $22,070 at 4% or $14,713 at 6%.
Jeong & Lizardi PC. 401(K) Plan-12$1,460,418$21,187$1,766iApproximate average salary by contribution assumption: employee only about $44,140 at 4% or $29,426 at 6%; with 50% employer match about $29,426 at 4% or $19,618 at 6%; with 100% employer match about $22,070 at 4% or $14,713 at 6%.
2012111$1,227,464$28,831$2,621iApproximate average salary by contribution assumption: employee only about $65,525 at 4% or $43,683 at 6%; with 50% employer match about $43,683 at 4% or $29,122 at 6%; with 100% employer match about $32,763 at 4% or $21,842 at 6%.
Jeong & Lizardi PC. 401(K) Plan-11$1,227,464$28,831$2,621iApproximate average salary by contribution assumption: employee only about $65,525 at 4% or $43,683 at 6%; with 50% employer match about $43,683 at 4% or $29,122 at 6%; with 100% employer match about $32,763 at 4% or $21,842 at 6%.
2011112$1,036,084$53,231$4,436iApproximate average salary by contribution assumption: employee only about $110,898 at 4% or $73,932 at 6%; with 50% employer match about $73,932 at 4% or $49,288 at 6%; with 100% employer match about $55,449 at 4% or $36,966 at 6%.
Jeong & Lizardi PC. 401(K) Plan-12$1,036,084$53,231$4,436iApproximate average salary by contribution assumption: employee only about $110,898 at 4% or $73,932 at 6%; with 50% employer match about $73,932 at 4% or $49,288 at 6%; with 100% employer match about $55,449 at 4% or $36,966 at 6%.
2010114$1,069,522$53,445$3,818iApproximate average salary by contribution assumption: employee only about $95,438 at 4% or $63,625 at 6%; with 50% employer match about $63,625 at 4% or $42,417 at 6%; with 100% employer match about $47,719 at 4% or $31,813 at 6%.
Jeong & Lizardi PC. 401(K) Plan-14$1,069,522$53,445$3,818iApproximate average salary by contribution assumption: employee only about $95,438 at 4% or $63,625 at 6%; with 50% employer match about $63,625 at 4% or $42,417 at 6%; with 100% employer match about $47,719 at 4% or $31,813 at 6%.
2009112$893,111$106,812$8,901iApproximate average salary by contribution assumption: employee only about $222,525 at 4% or $148,350 at 6%; with 50% employer match about $148,350 at 4% or $98,900 at 6%; with 100% employer match about $111,263 at 4% or $74,175 at 6%.
Jeong & Lizardi PC. 401(K) Plan-12$893,111$106,812$8,901iApproximate average salary by contribution assumption: employee only about $222,525 at 4% or $148,350 at 6%; with 50% employer match about $148,350 at 4% or $98,900 at 6%; with 100% employer match about $111,263 at 4% or $74,175 at 6%.
2008118$814,287$77,922$4,329iApproximate average salary by contribution assumption: employee only about $108,225 at 4% or $72,150 at 6%; with 50% employer match about $72,150 at 4% or $48,100 at 6%; with 100% employer match about $54,113 at 4% or $36,075 at 6%.
Jeong & Lizardi PC. 401(K) Plan-18$814,287$77,922$4,329iApproximate average salary by contribution assumption: employee only about $108,225 at 4% or $72,150 at 6%; with 50% employer match about $72,150 at 4% or $48,100 at 6%; with 100% employer match about $54,113 at 4% or $36,075 at 6%.
2007110$894,913$86,003$8,600iApproximate average salary by contribution assumption: employee only about $215,007 at 4% or $143,338 at 6%; with 50% employer match about $143,338 at 4% or $95,559 at 6%; with 100% employer match about $107,504 at 4% or $71,669 at 6%.
Jeong & Lizardi PC. 401(K) Plan-10$894,913$86,003$8,600iApproximate average salary by contribution assumption: employee only about $215,007 at 4% or $143,338 at 6%; with 50% employer match about $143,338 at 4% or $95,559 at 6%; with 100% employer match about $107,504 at 4% or $71,669 at 6%.
2006112$0$0-
Jeong & Lizardi PC. 401(K) Plan-12---
2005112$650,624$79,204$6,600iApproximate average salary by contribution assumption: employee only about $165,008 at 4% or $110,006 at 6%; with 50% employer match about $110,006 at 4% or $73,337 at 6%; with 100% employer match about $82,504 at 4% or $55,003 at 6%.
Jeong & Lizardi PC. 401(K) Plan-12$650,624$79,204$6,600iApproximate average salary by contribution assumption: employee only about $165,008 at 4% or $110,006 at 6%; with 50% employer match about $110,006 at 4% or $73,337 at 6%; with 100% employer match about $82,504 at 4% or $55,003 at 6%.
2004111$581,938$58,243$5,295iApproximate average salary by contribution assumption: employee only about $132,370 at 4% or $88,247 at 6%; with 50% employer match about $88,247 at 4% or $58,831 at 6%; with 100% employer match about $66,185 at 4% or $44,123 at 6%.
Jeong, Suarez & Lizardi PC. Employees Profit Sharing Plan-11$581,938$58,243$5,295iApproximate average salary by contribution assumption: employee only about $132,370 at 4% or $88,247 at 6%; with 50% employer match about $88,247 at 4% or $58,831 at 6%; with 100% employer match about $66,185 at 4% or $44,123 at 6%.
2003111$480,187$0-
Jeong, Suarez & Lizardi PC. Employees Profit Sharing Plan-11$480,187--
2002112$563,193$5,000$417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%.
Jeong, Suarez & Lizardi PC. Employees Profit Sharing Plan-12$563,193$5,000$417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%.
2001112$0$0-
Jeong, Suarez & Lizardi PC. Employees Profit Sharing Plan-12---
200019$615,632$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Jeong, Suarez & Lizardi PC. Employees Profit Sharing Plan-9$615,632$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
1999110$553,305$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Jeong, Suarez & Lizardi PC. Employees Profit Sharing Plan-10$553,305$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.