Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,032,903
2024 Contributions
$2,400
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $1,032,903 | $2,400 | $240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 10 | $1,032,903 | $2,400 | $240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%. |
| 2023 | 1 | 11 | $943,160 | $2,400 | $218iApproximate average salary by contribution assumption: employee only about $5,455 at 4% or $3,636 at 6%; with 50% employer match about $3,636 at 4% or $2,424 at 6%; with 100% employer match about $2,727 at 4% or $1,818 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 11 | $943,160 | $2,400 | $218iApproximate average salary by contribution assumption: employee only about $5,455 at 4% or $3,636 at 6%; with 50% employer match about $3,636 at 4% or $2,424 at 6%; with 100% employer match about $2,727 at 4% or $1,818 at 6%. |
| 2022 | 1 | 11 | $852,522 | $2,200 | $200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 11 | $852,522 | $2,200 | $200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%. |
| 2021 | 1 | 13 | $935,440 | $2,600 | $200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 13 | $935,440 | $2,600 | $200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%. |
| 2020 | 1 | 13 | $866,166 | $3,480 | $268iApproximate average salary by contribution assumption: employee only about $6,692 at 4% or $4,462 at 6%; with 50% employer match about $4,462 at 4% or $2,974 at 6%; with 100% employer match about $3,346 at 4% or $2,231 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 13 | $866,166 | $3,480 | $268iApproximate average salary by contribution assumption: employee only about $6,692 at 4% or $4,462 at 6%; with 50% employer match about $4,462 at 4% or $2,974 at 6%; with 100% employer match about $3,346 at 4% or $2,231 at 6%. |
| 2019 | 1 | 13 | $783,043 | $19,300 | $1,485iApproximate average salary by contribution assumption: employee only about $37,115 at 4% or $24,744 at 6%; with 50% employer match about $24,744 at 4% or $16,496 at 6%; with 100% employer match about $18,558 at 4% or $12,372 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 13 | $783,043 | $19,300 | $1,485iApproximate average salary by contribution assumption: employee only about $37,115 at 4% or $24,744 at 6%; with 50% employer match about $24,744 at 4% or $16,496 at 6%; with 100% employer match about $18,558 at 4% or $12,372 at 6%. |
| 2018 | 1 | 13 | $700,891 | $50,215 | $3,863iApproximate average salary by contribution assumption: employee only about $96,567 at 4% or $64,378 at 6%; with 50% employer match about $64,378 at 4% or $42,919 at 6%; with 100% employer match about $48,284 at 4% or $32,189 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 13 | $700,891 | $50,215 | $3,863iApproximate average salary by contribution assumption: employee only about $96,567 at 4% or $64,378 at 6%; with 50% employer match about $64,378 at 4% or $42,919 at 6%; with 100% employer match about $48,284 at 4% or $32,189 at 6%. |
| 2017 | 1 | 12 | $975,826 | $50,346 | $4,196iApproximate average salary by contribution assumption: employee only about $104,888 at 4% or $69,925 at 6%; with 50% employer match about $69,925 at 4% or $46,617 at 6%; with 100% employer match about $52,444 at 4% or $34,963 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 12 | $975,826 | $50,346 | $4,196iApproximate average salary by contribution assumption: employee only about $104,888 at 4% or $69,925 at 6%; with 50% employer match about $69,925 at 4% or $46,617 at 6%; with 100% employer match about $52,444 at 4% or $34,963 at 6%. |
| 2016 | 1 | 12 | $857,438 | $54,225 | $4,519iApproximate average salary by contribution assumption: employee only about $112,969 at 4% or $75,313 at 6%; with 50% employer match about $75,313 at 4% or $50,208 at 6%; with 100% employer match about $56,484 at 4% or $37,656 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 12 | $857,438 | $54,225 | $4,519iApproximate average salary by contribution assumption: employee only about $112,969 at 4% or $75,313 at 6%; with 50% employer match about $75,313 at 4% or $50,208 at 6%; with 100% employer match about $56,484 at 4% or $37,656 at 6%. |
| 2015 | 1 | 10 | $792,837 | $284,977 | $28,498iApproximate average salary by contribution assumption: employee only about $712,443 at 4% or $474,962 at 6%; with 50% employer match about $474,962 at 4% or $316,641 at 6%; with 100% employer match about $356,221 at 4% or $237,481 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 10 | $792,837 | $284,977 | $28,498iApproximate average salary by contribution assumption: employee only about $712,443 at 4% or $474,962 at 6%; with 50% employer match about $474,962 at 4% or $316,641 at 6%; with 100% employer match about $356,221 at 4% or $237,481 at 6%. |
| 2014 | 1 | 10 | $520,684 | $33,658 | $3,366iApproximate average salary by contribution assumption: employee only about $84,145 at 4% or $56,097 at 6%; with 50% employer match about $56,097 at 4% or $37,398 at 6%; with 100% employer match about $42,073 at 4% or $28,048 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 10 | $520,684 | $33,658 | $3,366iApproximate average salary by contribution assumption: employee only about $84,145 at 4% or $56,097 at 6%; with 50% employer match about $56,097 at 4% or $37,398 at 6%; with 100% employer match about $42,073 at 4% or $28,048 at 6%. |
| 2013 | 1 | 10 | $471,678 | $30,875 | $3,088iApproximate average salary by contribution assumption: employee only about $77,188 at 4% or $51,458 at 6%; with 50% employer match about $51,458 at 4% or $34,306 at 6%; with 100% employer match about $38,594 at 4% or $25,729 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 10 | $471,678 | $30,875 | $3,088iApproximate average salary by contribution assumption: employee only about $77,188 at 4% or $51,458 at 6%; with 50% employer match about $51,458 at 4% or $34,306 at 6%; with 100% employer match about $38,594 at 4% or $25,729 at 6%. |
| 2012 | 1 | 9 | $403,599 | $33,320 | $3,702iApproximate average salary by contribution assumption: employee only about $92,556 at 4% or $61,704 at 6%; with 50% employer match about $61,704 at 4% or $41,136 at 6%; with 100% employer match about $46,278 at 4% or $30,852 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 9 | $403,599 | $33,320 | $3,702iApproximate average salary by contribution assumption: employee only about $92,556 at 4% or $61,704 at 6%; with 50% employer match about $61,704 at 4% or $41,136 at 6%; with 100% employer match about $46,278 at 4% or $30,852 at 6%. |
| 2011 | 1 | 10 | $353,155 | $30,410 | $3,041iApproximate average salary by contribution assumption: employee only about $76,025 at 4% or $50,683 at 6%; with 50% employer match about $50,683 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 10 | $353,155 | $30,410 | $3,041iApproximate average salary by contribution assumption: employee only about $76,025 at 4% or $50,683 at 6%; with 50% employer match about $50,683 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%. |
| 2010 | 1 | 12 | $408,682 | $27,605 | $2,300iApproximate average salary by contribution assumption: employee only about $57,510 at 4% or $38,340 at 6%; with 50% employer match about $38,340 at 4% or $25,560 at 6%; with 100% employer match about $28,755 at 4% or $19,170 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 12 | $408,682 | $27,605 | $2,300iApproximate average salary by contribution assumption: employee only about $57,510 at 4% or $38,340 at 6%; with 50% employer match about $38,340 at 4% or $25,560 at 6%; with 100% employer match about $28,755 at 4% or $19,170 at 6%. |
| 2009 | 1 | 8 | $353,038 | $379,406 | $47,426iApproximate average salary by contribution assumption: employee only about $1,185,644 at 4% or $790,429 at 6%; with 50% employer match about $790,429 at 4% or $526,953 at 6%; with 100% employer match about $592,822 at 4% or $395,215 at 6%. |
| LEE ACADEMY 403 (B) PLAN | - | 8 | $353,038 | $379,406 | $47,426iApproximate average salary by contribution assumption: employee only about $1,185,644 at 4% or $790,429 at 6%; with 50% employer match about $790,429 at 4% or $526,953 at 6%; with 100% employer match about $592,822 at 4% or $395,215 at 6%. |