Lee Management Company
Plan context: Lee Management Company 401K Profit Sharing
EIN 01-0341998 • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
349
2024 Assets
$34,443,701
2024 Contributions
$2,748,589
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 | 349 | $34,443,701 | $2,748,589 | $7,876iApproximate average salary by contribution assumption: employee only about $196,890 at 4% or $131,260 at 6%; with 50% employer match about $131,260 at 4% or $87,507 at 6%; with 100% employer match about $98,445 at 4% or $65,630 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 349 | $34,443,701 | $2,748,589 | $7,876iApproximate average salary by contribution assumption: employee only about $196,890 at 4% or $131,260 at 6%; with 50% employer match about $131,260 at 4% or $87,507 at 6%; with 100% employer match about $98,445 at 4% or $65,630 at 6%. |
| 2023 | 1 | 348 | $29,984,674 | $2,436,154 | $7,000iApproximate average salary by contribution assumption: employee only about $175,011 at 4% or $116,674 at 6%; with 50% employer match about $116,674 at 4% or $77,783 at 6%; with 100% employer match about $87,506 at 4% or $58,337 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 348 | $29,984,674 | $2,436,154 | $7,000iApproximate average salary by contribution assumption: employee only about $175,011 at 4% or $116,674 at 6%; with 50% employer match about $116,674 at 4% or $77,783 at 6%; with 100% employer match about $87,506 at 4% or $58,337 at 6%. |
| 2022 | 1 | 340 | $27,390,276 | $2,662,986 | $7,832iApproximate average salary by contribution assumption: employee only about $195,808 at 4% or $130,539 at 6%; with 50% employer match about $130,539 at 4% or $87,026 at 6%; with 100% employer match about $97,904 at 4% or $65,269 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 340 | $27,390,276 | $2,662,986 | $7,832iApproximate average salary by contribution assumption: employee only about $195,808 at 4% or $130,539 at 6%; with 50% employer match about $130,539 at 4% or $87,026 at 6%; with 100% employer match about $97,904 at 4% or $65,269 at 6%. |
| 2021 | 1 | 372 | $31,096,406 | $2,368,358 | $6,367iApproximate average salary by contribution assumption: employee only about $159,164 at 4% or $106,109 at 6%; with 50% employer match about $106,109 at 4% or $70,739 at 6%; with 100% employer match about $79,582 at 4% or $53,055 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 372 | $31,096,406 | $2,368,358 | $6,367iApproximate average salary by contribution assumption: employee only about $159,164 at 4% or $106,109 at 6%; with 50% employer match about $106,109 at 4% or $70,739 at 6%; with 100% employer match about $79,582 at 4% or $53,055 at 6%. |
| 2020 | 1 | 383 | $26,951,287 | $2,362,404 | $6,168iApproximate average salary by contribution assumption: employee only about $154,204 at 4% or $102,803 at 6%; with 50% employer match about $102,803 at 4% or $68,535 at 6%; with 100% employer match about $77,102 at 4% or $51,401 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 383 | $26,951,287 | $2,362,404 | $6,168iApproximate average salary by contribution assumption: employee only about $154,204 at 4% or $102,803 at 6%; with 50% employer match about $102,803 at 4% or $68,535 at 6%; with 100% employer match about $77,102 at 4% or $51,401 at 6%. |
| 2019 | 1 | 433 | $23,137,503 | $2,160,433 | $4,989iApproximate average salary by contribution assumption: employee only about $124,736 at 4% or $83,158 at 6%; with 50% employer match about $83,158 at 4% or $55,438 at 6%; with 100% employer match about $62,368 at 4% or $41,579 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 433 | $23,137,503 | $2,160,433 | $4,989iApproximate average salary by contribution assumption: employee only about $124,736 at 4% or $83,158 at 6%; with 50% employer match about $83,158 at 4% or $55,438 at 6%; with 100% employer match about $62,368 at 4% or $41,579 at 6%. |
| 2018 | 1 | 429 | $19,364,666 | $1,903,879 | $4,438iApproximate average salary by contribution assumption: employee only about $110,949 at 4% or $73,966 at 6%; with 50% employer match about $73,966 at 4% or $49,311 at 6%; with 100% employer match about $55,474 at 4% or $36,983 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 429 | $19,364,666 | $1,903,879 | $4,438iApproximate average salary by contribution assumption: employee only about $110,949 at 4% or $73,966 at 6%; with 50% employer match about $73,966 at 4% or $49,311 at 6%; with 100% employer match about $55,474 at 4% or $36,983 at 6%. |
| 2017 | 1 | 448 | $19,252,385 | $1,980,715 | $4,421iApproximate average salary by contribution assumption: employee only about $110,531 at 4% or $73,687 at 6%; with 50% employer match about $73,687 at 4% or $49,125 at 6%; with 100% employer match about $55,265 at 4% or $36,844 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 448 | $19,252,385 | $1,980,715 | $4,421iApproximate average salary by contribution assumption: employee only about $110,531 at 4% or $73,687 at 6%; with 50% employer match about $73,687 at 4% or $49,125 at 6%; with 100% employer match about $55,265 at 4% or $36,844 at 6%. |
| 2016 | 1 | 445 | $15,709,739 | $1,826,487 | $4,104iApproximate average salary by contribution assumption: employee only about $102,612 at 4% or $68,408 at 6%; with 50% employer match about $68,408 at 4% or $45,605 at 6%; with 100% employer match about $51,306 at 4% or $34,204 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 445 | $15,709,739 | $1,826,487 | $4,104iApproximate average salary by contribution assumption: employee only about $102,612 at 4% or $68,408 at 6%; with 50% employer match about $68,408 at 4% or $45,605 at 6%; with 100% employer match about $51,306 at 4% or $34,204 at 6%. |
| 2015 | 1 | 460 | $14,020,466 | $1,802,011 | $3,917iApproximate average salary by contribution assumption: employee only about $97,935 at 4% or $65,290 at 6%; with 50% employer match about $65,290 at 4% or $43,527 at 6%; with 100% employer match about $48,968 at 4% or $32,645 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 460 | $14,020,466 | $1,802,011 | $3,917iApproximate average salary by contribution assumption: employee only about $97,935 at 4% or $65,290 at 6%; with 50% employer match about $65,290 at 4% or $43,527 at 6%; with 100% employer match about $48,968 at 4% or $32,645 at 6%. |
| 2014 | 1 | 383 | $13,420,345 | $1,358,667 | $3,547iApproximate average salary by contribution assumption: employee only about $88,686 at 4% or $59,124 at 6%; with 50% employer match about $59,124 at 4% or $39,416 at 6%; with 100% employer match about $44,343 at 4% or $29,562 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 383 | $13,420,345 | $1,358,667 | $3,547iApproximate average salary by contribution assumption: employee only about $88,686 at 4% or $59,124 at 6%; with 50% employer match about $59,124 at 4% or $39,416 at 6%; with 100% employer match about $44,343 at 4% or $29,562 at 6%. |
| 2013 | 1 | 365 | $12,558,813 | $1,055,945 | $2,893iApproximate average salary by contribution assumption: employee only about $72,325 at 4% or $48,217 at 6%; with 50% employer match about $48,217 at 4% or $32,144 at 6%; with 100% employer match about $36,163 at 4% or $24,108 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 365 | $12,558,813 | $1,055,945 | $2,893iApproximate average salary by contribution assumption: employee only about $72,325 at 4% or $48,217 at 6%; with 50% employer match about $48,217 at 4% or $32,144 at 6%; with 100% employer match about $36,163 at 4% or $24,108 at 6%. |
| 2012 | 1 | 355 | $10,243,257 | $980,353 | $2,762iApproximate average salary by contribution assumption: employee only about $69,039 at 4% or $46,026 at 6%; with 50% employer match about $46,026 at 4% or $30,684 at 6%; with 100% employer match about $34,519 at 4% or $23,013 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 355 | $10,243,257 | $980,353 | $2,762iApproximate average salary by contribution assumption: employee only about $69,039 at 4% or $46,026 at 6%; with 50% employer match about $46,026 at 4% or $30,684 at 6%; with 100% employer match about $34,519 at 4% or $23,013 at 6%. |
| 2011 | 1 | 303 | $8,867,649 | $1,051,483 | $3,470iApproximate average salary by contribution assumption: employee only about $86,756 at 4% or $57,837 at 6%; with 50% employer match about $57,837 at 4% or $38,558 at 6%; with 100% employer match about $43,378 at 4% or $28,919 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 303 | $8,867,649 | $1,051,483 | $3,470iApproximate average salary by contribution assumption: employee only about $86,756 at 4% or $57,837 at 6%; with 50% employer match about $57,837 at 4% or $38,558 at 6%; with 100% employer match about $43,378 at 4% or $28,919 at 6%. |
| 2010 | 1 | 295 | $8,768,068 | $1,786,283 | $6,055iApproximate average salary by contribution assumption: employee only about $151,380 at 4% or $100,920 at 6%; with 50% employer match about $100,920 at 4% or $67,280 at 6%; with 100% employer match about $75,690 at 4% or $50,460 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 295 | $8,768,068 | $1,786,283 | $6,055iApproximate average salary by contribution assumption: employee only about $151,380 at 4% or $100,920 at 6%; with 50% employer match about $100,920 at 4% or $67,280 at 6%; with 100% employer match about $75,690 at 4% or $50,460 at 6%. |
| 2009 | 1 | 296 | $6,459,262 | $461,610 | $1,559iApproximate average salary by contribution assumption: employee only about $38,987 at 4% or $25,992 at 6%; with 50% employer match about $25,992 at 4% or $17,328 at 6%; with 100% employer match about $19,494 at 4% or $12,996 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 296 | $6,459,262 | $461,610 | $1,559iApproximate average salary by contribution assumption: employee only about $38,987 at 4% or $25,992 at 6%; with 50% employer match about $25,992 at 4% or $17,328 at 6%; with 100% employer match about $19,494 at 4% or $12,996 at 6%. |
| 2008 | 1 | 240 | $5,168,838 | $721,604 | $3,007iApproximate average salary by contribution assumption: employee only about $75,167 at 4% or $50,111 at 6%; with 50% employer match about $50,111 at 4% or $33,408 at 6%; with 100% employer match about $37,584 at 4% or $25,056 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 240 | $5,168,838 | $721,604 | $3,007iApproximate average salary by contribution assumption: employee only about $75,167 at 4% or $50,111 at 6%; with 50% employer match about $50,111 at 4% or $33,408 at 6%; with 100% employer match about $37,584 at 4% or $25,056 at 6%. |
| 2007 | 1 | 183 | $6,720,978 | $764,348 | $4,177iApproximate average salary by contribution assumption: employee only about $104,419 at 4% or $69,613 at 6%; with 50% employer match about $69,613 at 4% or $46,409 at 6%; with 100% employer match about $52,210 at 4% or $34,806 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 183 | $6,720,978 | $764,348 | $4,177iApproximate average salary by contribution assumption: employee only about $104,419 at 4% or $69,613 at 6%; with 50% employer match about $69,613 at 4% or $46,409 at 6%; with 100% employer match about $52,210 at 4% or $34,806 at 6%. |
| 2006 | 1 | 183 | $5,873,083 | $635,774 | $3,474iApproximate average salary by contribution assumption: employee only about $86,854 at 4% or $57,903 at 6%; with 50% employer match about $57,903 at 4% or $38,602 at 6%; with 100% employer match about $43,427 at 4% or $28,951 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 183 | $5,873,083 | $635,774 | $3,474iApproximate average salary by contribution assumption: employee only about $86,854 at 4% or $57,903 at 6%; with 50% employer match about $57,903 at 4% or $38,602 at 6%; with 100% employer match about $43,427 at 4% or $28,951 at 6%. |
| 2005 | 1 | 166 | $5,532,215 | $690,976 | $4,163iApproximate average salary by contribution assumption: employee only about $104,063 at 4% or $69,375 at 6%; with 50% employer match about $69,375 at 4% or $46,250 at 6%; with 100% employer match about $52,031 at 4% or $34,688 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 166 | $5,532,215 | $690,976 | $4,163iApproximate average salary by contribution assumption: employee only about $104,063 at 4% or $69,375 at 6%; with 50% employer match about $69,375 at 4% or $46,250 at 6%; with 100% employer match about $52,031 at 4% or $34,688 at 6%. |
| 2004 | 1 | 183 | $5,036,345 | $615,365 | $3,363iApproximate average salary by contribution assumption: employee only about $84,066 at 4% or $56,044 at 6%; with 50% employer match about $56,044 at 4% or $37,363 at 6%; with 100% employer match about $42,033 at 4% or $28,022 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 183 | $5,036,345 | $615,365 | $3,363iApproximate average salary by contribution assumption: employee only about $84,066 at 4% or $56,044 at 6%; with 50% employer match about $56,044 at 4% or $37,363 at 6%; with 100% employer match about $42,033 at 4% or $28,022 at 6%. |
| 2003 | 1 | 267 | $4,238,576 | $578,771 | $2,168iApproximate average salary by contribution assumption: employee only about $54,192 at 4% or $36,128 at 6%; with 50% employer match about $36,128 at 4% or $24,085 at 6%; with 100% employer match about $27,096 at 4% or $18,064 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 267 | $4,238,576 | $578,771 | $2,168iApproximate average salary by contribution assumption: employee only about $54,192 at 4% or $36,128 at 6%; with 50% employer match about $36,128 at 4% or $24,085 at 6%; with 100% employer match about $27,096 at 4% or $18,064 at 6%. |
| 2002 | 1 | 230 | $3,293,470 | $600,451 | $2,611iApproximate average salary by contribution assumption: employee only about $65,266 at 4% or $43,511 at 6%; with 50% employer match about $43,511 at 4% or $29,007 at 6%; with 100% employer match about $32,633 at 4% or $21,755 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 230 | $3,293,470 | $600,451 | $2,611iApproximate average salary by contribution assumption: employee only about $65,266 at 4% or $43,511 at 6%; with 50% employer match about $43,511 at 4% or $29,007 at 6%; with 100% employer match about $32,633 at 4% or $21,755 at 6%. |
| 2001 | 1 | 228 | $3,288,771 | $584,328 | $2,563iApproximate average salary by contribution assumption: employee only about $64,071 at 4% or $42,714 at 6%; with 50% employer match about $42,714 at 4% or $28,476 at 6%; with 100% employer match about $32,036 at 4% or $21,357 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 228 | $3,288,771 | $584,328 | $2,563iApproximate average salary by contribution assumption: employee only about $64,071 at 4% or $42,714 at 6%; with 50% employer match about $42,714 at 4% or $28,476 at 6%; with 100% employer match about $32,036 at 4% or $21,357 at 6%. |
| 2000 | 1 | 205 | $3,211,377 | $659,875 | $3,219iApproximate average salary by contribution assumption: employee only about $80,473 at 4% or $53,648 at 6%; with 50% employer match about $53,648 at 4% or $35,766 at 6%; with 100% employer match about $40,236 at 4% or $26,824 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 205 | $3,211,377 | $659,875 | $3,219iApproximate average salary by contribution assumption: employee only about $80,473 at 4% or $53,648 at 6%; with 50% employer match about $53,648 at 4% or $35,766 at 6%; with 100% employer match about $40,236 at 4% or $26,824 at 6%. |
| 1999 | 1 | 261 | $3,109,758 | $438,313 | $1,679iApproximate average salary by contribution assumption: employee only about $41,984 at 4% or $27,989 at 6%; with 50% employer match about $27,989 at 4% or $18,660 at 6%; with 100% employer match about $20,992 at 4% or $13,995 at 6%. |
| Lee Management Company 401K Profit Sharing | - | 261 | $3,109,758 | $438,313 | $1,679iApproximate average salary by contribution assumption: employee only about $41,984 at 4% or $27,989 at 6%; with 50% employer match about $27,989 at 4% or $18,660 at 6%; with 100% employer match about $20,992 at 4% or $13,995 at 6%. |