Civic Intelligence

Lee, Burkhart, Liu Inc.

Plan context: Lee, Burkhart, Liu Inc. Employees 401K Plan

EIN 95-4074296 • Los Angeles, CA • 15 filings • 1 plans

5510 Lincoln Blvd., Suite 250Los Angeles, CA 90094
Current Snapshot

Latest Year

2014

2014 Participants

72

2014 Assets

$10,134,894

2014 Contributions

$499,069

Historical Graphs

Total Assets Over Time

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

$10,134,894$5,067,447$0200020072013YearValue
$10,134,894Latest year 2013

Participants Over Time

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

99500200020072013YearValue
72Latest year 2013

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
201410$0$0-
Lee, Burkhart, Liu Inc. Employees 401K Plan-0$0--
2013172$10,134,894$499,069$6,932iApproximate average salary by contribution assumption: employee only about $173,288 at 4% or $115,525 at 6%; with 50% employer match about $115,525 at 4% or $77,017 at 6%; with 100% employer match about $86,644 at 4% or $57,763 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-72$10,134,894$499,069$6,932iApproximate average salary by contribution assumption: employee only about $173,288 at 4% or $115,525 at 6%; with 50% employer match about $115,525 at 4% or $77,017 at 6%; with 100% employer match about $86,644 at 4% or $57,763 at 6%.
2012177$9,551,947$552,572$7,176iApproximate average salary by contribution assumption: employee only about $179,406 at 4% or $119,604 at 6%; with 50% employer match about $119,604 at 4% or $79,736 at 6%; with 100% employer match about $89,703 at 4% or $59,802 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-77$9,551,947$552,572$7,176iApproximate average salary by contribution assumption: employee only about $179,406 at 4% or $119,604 at 6%; with 50% employer match about $119,604 at 4% or $79,736 at 6%; with 100% employer match about $89,703 at 4% or $59,802 at 6%.
2011199$8,995,459$760,124$7,678iApproximate average salary by contribution assumption: employee only about $191,951 at 4% or $127,967 at 6%; with 50% employer match about $127,967 at 4% or $85,311 at 6%; with 100% employer match about $95,975 at 4% or $63,984 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-99$8,995,459$760,124$7,678iApproximate average salary by contribution assumption: employee only about $191,951 at 4% or $127,967 at 6%; with 50% employer match about $127,967 at 4% or $85,311 at 6%; with 100% employer match about $95,975 at 4% or $63,984 at 6%.
2010193$8,648,471$587,196$6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-93$8,648,471$587,196$6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%.
2009184$7,037,338$527,784$6,283iApproximate average salary by contribution assumption: employee only about $157,079 at 4% or $104,719 at 6%; with 50% employer match about $104,719 at 4% or $69,813 at 6%; with 100% employer match about $78,539 at 4% or $52,360 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-84$7,037,338$527,784$6,283iApproximate average salary by contribution assumption: employee only about $157,079 at 4% or $104,719 at 6%; with 50% employer match about $104,719 at 4% or $69,813 at 6%; with 100% employer match about $78,539 at 4% or $52,360 at 6%.
2008148$5,157,924$585,306$12,194iApproximate average salary by contribution assumption: employee only about $304,847 at 4% or $203,231 at 6%; with 50% employer match about $203,231 at 4% or $135,488 at 6%; with 100% employer match about $152,423 at 4% or $101,616 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-48$5,157,924$585,306$12,194iApproximate average salary by contribution assumption: employee only about $304,847 at 4% or $203,231 at 6%; with 50% employer match about $203,231 at 4% or $135,488 at 6%; with 100% employer match about $152,423 at 4% or $101,616 at 6%.
2007149$7,308,060$611,755$12,485iApproximate average salary by contribution assumption: employee only about $312,120 at 4% or $208,080 at 6%; with 50% employer match about $208,080 at 4% or $138,720 at 6%; with 100% employer match about $156,060 at 4% or $104,040 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-49$7,308,060$611,755$12,485iApproximate average salary by contribution assumption: employee only about $312,120 at 4% or $208,080 at 6%; with 50% employer match about $208,080 at 4% or $138,720 at 6%; with 100% employer match about $156,060 at 4% or $104,040 at 6%.
2006154$6,247,366$672,899$12,461iApproximate average salary by contribution assumption: employee only about $311,527 at 4% or $207,685 at 6%; with 50% employer match about $207,685 at 4% or $138,457 at 6%; with 100% employer match about $155,764 at 4% or $103,842 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-54$6,247,366$672,899$12,461iApproximate average salary by contribution assumption: employee only about $311,527 at 4% or $207,685 at 6%; with 50% employer match about $207,685 at 4% or $138,457 at 6%; with 100% employer match about $155,764 at 4% or $103,842 at 6%.
2005143$5,193,049$573,193$13,330iApproximate average salary by contribution assumption: employee only about $333,252 at 4% or $222,168 at 6%; with 50% employer match about $222,168 at 4% or $148,112 at 6%; with 100% employer match about $166,626 at 4% or $111,084 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-43$5,193,049$573,193$13,330iApproximate average salary by contribution assumption: employee only about $333,252 at 4% or $222,168 at 6%; with 50% employer match about $222,168 at 4% or $148,112 at 6%; with 100% employer match about $166,626 at 4% or $111,084 at 6%.
2004158$4,799,703$590,139$10,175iApproximate average salary by contribution assumption: employee only about $254,370 at 4% or $169,580 at 6%; with 50% employer match about $169,580 at 4% or $113,053 at 6%; with 100% employer match about $127,185 at 4% or $84,790 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-58$4,799,703$590,139$10,175iApproximate average salary by contribution assumption: employee only about $254,370 at 4% or $169,580 at 6%; with 50% employer match about $169,580 at 4% or $113,053 at 6%; with 100% employer match about $127,185 at 4% or $84,790 at 6%.
2003161$0$0-
Lee, Burkhart, Liu Inc. Employees 401K Plan-61---
2002157$2,715,585$435,326$7,637iApproximate average salary by contribution assumption: employee only about $190,932 at 4% or $127,288 at 6%; with 50% employer match about $127,288 at 4% or $84,859 at 6%; with 100% employer match about $95,466 at 4% or $63,644 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-57$2,715,585$435,326$7,637iApproximate average salary by contribution assumption: employee only about $190,932 at 4% or $127,288 at 6%; with 50% employer match about $127,288 at 4% or $84,859 at 6%; with 100% employer match about $95,466 at 4% or $63,644 at 6%.
2001147$2,963,042$491,122$10,449iApproximate average salary by contribution assumption: employee only about $261,235 at 4% or $174,157 at 6%; with 50% employer match about $174,157 at 4% or $116,104 at 6%; with 100% employer match about $130,618 at 4% or $87,078 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-47$2,963,042$491,122$10,449iApproximate average salary by contribution assumption: employee only about $261,235 at 4% or $174,157 at 6%; with 50% employer match about $174,157 at 4% or $116,104 at 6%; with 100% employer match about $130,618 at 4% or $87,078 at 6%.
2000145$3,053,222$408,114$9,069iApproximate average salary by contribution assumption: employee only about $226,730 at 4% or $151,153 at 6%; with 50% employer match about $151,153 at 4% or $100,769 at 6%; with 100% employer match about $113,365 at 4% or $75,577 at 6%.
Lee, Burkhart, Liu Inc. Employees 401K Plan-45$3,053,222$408,114$9,069iApproximate average salary by contribution assumption: employee only about $226,730 at 4% or $151,153 at 6%; with 50% employer match about $151,153 at 4% or $100,769 at 6%; with 100% employer match about $113,365 at 4% or $75,577 at 6%.