Jeffree Lee Financial Services
Plan context: Jeffree Lee Financial Services 401(K) Plan & Trust
EIN 02-0761105 • Santa Cruz, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
4
2017 Assets
$467,729
2017 Contributions
$32,240
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $32,240 | - |
| Jeffree Lee Financial Services 401(K) Plan & Trust | - | 0 | $0 | $32,240 | - |
| 2016 | 1 | 4 | $467,729 | $97,011 | $24,253iApproximate average salary by contribution assumption: employee only about $606,319 at 4% or $404,213 at 6%; with 50% employer match about $404,213 at 4% or $269,475 at 6%; with 100% employer match about $303,159 at 4% or $202,106 at 6%. |
| Jeffree Lee Financial Services 401(K) Plan & Trust | - | 4 | $467,729 | $97,011 | $24,253iApproximate average salary by contribution assumption: employee only about $606,319 at 4% or $404,213 at 6%; with 50% employer match about $404,213 at 4% or $269,475 at 6%; with 100% employer match about $303,159 at 4% or $202,106 at 6%. |
| 2015 | 1 | 4 | $360,537 | $76,747 | $19,187iApproximate average salary by contribution assumption: employee only about $479,669 at 4% or $319,779 at 6%; with 50% employer match about $319,779 at 4% or $213,186 at 6%; with 100% employer match about $239,834 at 4% or $159,890 at 6%. |
| Jeffree Lee Financial Services 401(K) Plan & Trust | - | 4 | $360,537 | $76,747 | $19,187iApproximate average salary by contribution assumption: employee only about $479,669 at 4% or $319,779 at 6%; with 50% employer match about $319,779 at 4% or $213,186 at 6%; with 100% employer match about $239,834 at 4% or $159,890 at 6%. |
| 2014 | 1 | 4 | $277,499 | $185,311 | $46,328iApproximate average salary by contribution assumption: employee only about $1,158,194 at 4% or $772,129 at 6%; with 50% employer match about $772,129 at 4% or $514,753 at 6%; with 100% employer match about $579,097 at 4% or $386,065 at 6%. |
| Jeffree Lee Financial Services 401(K) Plan & Trust | - | 4 | $277,499 | $185,311 | $46,328iApproximate average salary by contribution assumption: employee only about $1,158,194 at 4% or $772,129 at 6%; with 50% employer match about $772,129 at 4% or $514,753 at 6%; with 100% employer match about $579,097 at 4% or $386,065 at 6%. |
| 2013 | 1 | 4 | $84,642 | $79,838 | $19,960iApproximate average salary by contribution assumption: employee only about $498,988 at 4% or $332,658 at 6%; with 50% employer match about $332,658 at 4% or $221,772 at 6%; with 100% employer match about $249,494 at 4% or $166,329 at 6%. |
| Jeffree Lee Financial Services 401(K) Plan & Trust | - | 4 | $84,642 | $79,838 | $19,960iApproximate average salary by contribution assumption: employee only about $498,988 at 4% or $332,658 at 6%; with 50% employer match about $332,658 at 4% or $221,772 at 6%; with 100% employer match about $249,494 at 4% or $166,329 at 6%. |