Civic Intelligence

Romy J. Lee, CPA

Plan context: ROMY J. LEE, CPA 401K PLAN

EIN 95-4517555 • Irvine, CA • 16 filings • 3 plans

20 Corporate Park Ste 295Irvine, CA 92606-3124
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$311,265

2021 Contributions

$91,256

Historical Graphs

Total Assets Over Time

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

$1,268,555$634,278$0201420182021YearValue
$311,265Latest year 2021

Participants Over Time

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

320200320172021YearValue
2Latest year 2021

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
202112$311,265$91,256$45,628iApproximate average salary by contribution assumption: employee only about $1,140,700 at 4% or $760,467 at 6%; with 50% employer match about $760,467 at 4% or $506,978 at 6%; with 100% employer match about $570,350 at 4% or $380,233 at 6%.
ROMY J. LEE, CPA 401K PLAN-2$311,265$91,256$45,628iApproximate average salary by contribution assumption: employee only about $1,140,700 at 4% or $760,467 at 6%; with 50% employer match about $760,467 at 4% or $506,978 at 6%; with 100% employer match about $570,350 at 4% or $380,233 at 6%.
202023$1,268,555$165,740$55,247iApproximate average salary by contribution assumption: employee only about $1,381,167 at 4% or $920,778 at 6%; with 50% employer match about $920,778 at 4% or $613,852 at 6%; with 100% employer match about $690,583 at 4% or $460,389 at 6%.
Romy J. Lee, CPA Defined Benefit Pension Plan-2$1,046,149$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
ROMY J. LEE, CPA 401K PLAN-3$222,406$40,740$13,580iApproximate average salary by contribution assumption: employee only about $339,500 at 4% or $226,333 at 6%; with 50% employer match about $226,333 at 4% or $150,889 at 6%; with 100% employer match about $169,750 at 4% or $113,167 at 6%.
201922$943,048$144,249$72,125iApproximate average salary by contribution assumption: employee only about $1,803,113 at 4% or $1,202,075 at 6%; with 50% employer match about $1,202,075 at 4% or $801,383 at 6%; with 100% employer match about $901,556 at 4% or $601,038 at 6%.
Romy J. Lee, CPA Defined Benefit Pension Plan-2$767,031$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
ROMY J. LEE, CPA 401K PLAN-2$176,017$29,249$14,625iApproximate average salary by contribution assumption: employee only about $365,613 at 4% or $243,742 at 6%; with 50% employer match about $243,742 at 4% or $162,494 at 6%; with 100% employer match about $182,806 at 4% or $121,871 at 6%.
201822$680,474$153,347$76,674iApproximate average salary by contribution assumption: employee only about $1,916,838 at 4% or $1,277,892 at 6%; with 50% employer match about $1,277,892 at 4% or $851,928 at 6%; with 100% employer match about $958,419 at 4% or $638,946 at 6%.
Romy J. Lee, CPA Defined Benefit Pension Plan-2$564,767$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
ROMY J. LEE, CPA 401K PLAN-2$115,707$28,347$14,174iApproximate average salary by contribution assumption: employee only about $354,338 at 4% or $236,225 at 6%; with 50% employer match about $236,225 at 4% or $157,483 at 6%; with 100% employer match about $177,169 at 4% or $118,113 at 6%.
201723$557,000$152,750$50,917iApproximate average salary by contribution assumption: employee only about $1,272,917 at 4% or $848,611 at 6%; with 50% employer match about $848,611 at 4% or $565,741 at 6%; with 100% employer match about $636,458 at 4% or $424,306 at 6%.
Romy J. Lee, CPA Defined Benefit Pension Plan-3$458,449$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
ROMY J. LEE, CPA 401K PLAN-2$98,551$27,750$13,875iApproximate average salary by contribution assumption: employee only about $346,875 at 4% or $231,250 at 6%; with 50% employer match about $231,250 at 4% or $154,167 at 6%; with 100% employer match about $173,438 at 4% or $115,625 at 6%.
201623$373,938$145,135$48,378iApproximate average salary by contribution assumption: employee only about $1,209,458 at 4% or $806,306 at 6%; with 50% employer match about $806,306 at 4% or $537,537 at 6%; with 100% employer match about $604,729 at 4% or $403,153 at 6%.
Romy J. Lee, CPA Defined Benefit Pension Plan-3$311,018$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
ROMY J. LEE, CPA 401K PLAN-3$62,920$30,135$10,045iApproximate average salary by contribution assumption: employee only about $251,125 at 4% or $167,417 at 6%; with 50% employer match about $167,417 at 4% or $111,611 at 6%; with 100% employer match about $125,563 at 4% or $83,708 at 6%.
201523$226,558$139,593$46,531iApproximate average salary by contribution assumption: employee only about $1,163,275 at 4% or $775,517 at 6%; with 50% employer match about $775,517 at 4% or $517,011 at 6%; with 100% employer match about $581,638 at 4% or $387,758 at 6%.
Romy J. Lee, CPA Defined Benefit Pension Plan-3$194,477$111,100$37,033iApproximate average salary by contribution assumption: employee only about $925,833 at 4% or $617,222 at 6%; with 50% employer match about $617,222 at 4% or $411,481 at 6%; with 100% employer match about $462,917 at 4% or $308,611 at 6%.
ROMY J. LEE, CPA 401K PLAN-3$32,081$28,493$9,498iApproximate average salary by contribution assumption: employee only about $237,442 at 4% or $158,294 at 6%; with 50% employer match about $158,294 at 4% or $105,530 at 6%; with 100% employer match about $118,721 at 4% or $79,147 at 6%.
201422$93,376$93,376$46,688iApproximate average salary by contribution assumption: employee only about $1,167,200 at 4% or $778,133 at 6%; with 50% employer match about $778,133 at 4% or $518,756 at 6%; with 100% employer match about $583,600 at 4% or $389,067 at 6%.
Romy J. Lee, CPA Defined Benefit Pension Plan-2$87,500$87,500$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
ROMY J. LEE, CPA 401K PLAN-2$5,876$5,876$2,938iApproximate average salary by contribution assumption: employee only about $73,450 at 4% or $48,967 at 6%; with 50% employer match about $48,967 at 4% or $32,644 at 6%; with 100% employer match about $36,725 at 4% or $24,483 at 6%.
200311$0$0-
Romy J. Lee, CPA Defined Benefit Pension Plan-1---