New Insight Wealth Advisors
Plan context: Seong Soo Lee Retirement Plan
EIN 87-4215565 • San Ramon, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$3,417,666
2025 Contributions
$170,916
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $3,417,666 | $170,916 | $21,365iApproximate average salary by contribution assumption: employee only about $534,113 at 4% or $356,075 at 6%; with 50% employer match about $356,075 at 4% or $237,383 at 6%; with 100% employer match about $267,056 at 4% or $178,038 at 6%. |
| Seong Soo Lee Retirement Plan | - | 8 | $3,417,666 | $170,916 | $21,365iApproximate average salary by contribution assumption: employee only about $534,113 at 4% or $356,075 at 6%; with 50% employer match about $356,075 at 4% or $237,383 at 6%; with 100% employer match about $267,056 at 4% or $178,038 at 6%. |
| 2024 | 1 | 6 | $2,640,553 | $287,173 | $47,862iApproximate average salary by contribution assumption: employee only about $1,196,554 at 4% or $797,703 at 6%; with 50% employer match about $797,703 at 4% or $531,802 at 6%; with 100% employer match about $598,277 at 4% or $398,851 at 6%. |
| Seong Soo Lee Retirement Plan | - | 6 | $2,640,553 | $287,173 | $47,862iApproximate average salary by contribution assumption: employee only about $1,196,554 at 4% or $797,703 at 6%; with 50% employer match about $797,703 at 4% or $531,802 at 6%; with 100% employer match about $598,277 at 4% or $398,851 at 6%. |
| 2023 | 1 | 6 | $1,632,492 | $170,762 | $28,460iApproximate average salary by contribution assumption: employee only about $711,508 at 4% or $474,339 at 6%; with 50% employer match about $474,339 at 4% or $316,226 at 6%; with 100% employer match about $355,754 at 4% or $237,169 at 6%. |
| Seong Soo Lee Retirement Plan | - | 6 | $1,632,492 | $170,762 | $28,460iApproximate average salary by contribution assumption: employee only about $711,508 at 4% or $474,339 at 6%; with 50% employer match about $474,339 at 4% or $316,226 at 6%; with 100% employer match about $355,754 at 4% or $237,169 at 6%. |
| 2022 | 1 | 6 | $1,035,708 | $158,013 | $26,336iApproximate average salary by contribution assumption: employee only about $658,388 at 4% or $438,925 at 6%; with 50% employer match about $438,925 at 4% or $292,617 at 6%; with 100% employer match about $329,194 at 4% or $219,463 at 6%. |
| Seong Soo Lee Retirement Plan | - | 6 | $1,035,708 | $158,013 | $26,336iApproximate average salary by contribution assumption: employee only about $658,388 at 4% or $438,925 at 6%; with 50% employer match about $438,925 at 4% or $292,617 at 6%; with 100% employer match about $329,194 at 4% or $219,463 at 6%. |