Civic Intelligence

Barbara Fish Lee

Plan context: Barbara Fish Lee 401(K) Profit Sharing Plan & Trust

EIN 04-3092885 • Cambridge, MA • 24 filings • 6 plans

PO Box 400166Cambridge, MA 02140-0002
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$913,896

2024 Contributions

$169,885

Historical Graphs

Total Assets Over Time

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

$1,034,870$517,435$0199920142024YearValue
$913,896Latest year 2024

Participants Over Time

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

48240199920132024YearValue
20Latest year 2024

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
2024120$913,896$169,885$8,494iApproximate average salary by contribution assumption: employee only about $212,356 at 4% or $141,571 at 6%; with 50% employer match about $141,571 at 4% or $94,381 at 6%; with 100% employer match about $106,178 at 4% or $70,785 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-20$913,896$169,885$8,494iApproximate average salary by contribution assumption: employee only about $212,356 at 4% or $141,571 at 6%; with 50% employer match about $141,571 at 4% or $94,381 at 6%; with 100% employer match about $106,178 at 4% or $70,785 at 6%.
2023130$825,758$189,200$6,307iApproximate average salary by contribution assumption: employee only about $157,667 at 4% or $105,111 at 6%; with 50% employer match about $105,111 at 4% or $70,074 at 6%; with 100% employer match about $78,833 at 4% or $52,556 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-30$825,758$189,200$6,307iApproximate average salary by contribution assumption: employee only about $157,667 at 4% or $105,111 at 6%; with 50% employer match about $105,111 at 4% or $70,074 at 6%; with 100% employer match about $78,833 at 4% or $52,556 at 6%.
2022148$814,366$140,874$2,935iApproximate average salary by contribution assumption: employee only about $73,372 at 4% or $48,915 at 6%; with 50% employer match about $48,915 at 4% or $32,610 at 6%; with 100% employer match about $36,686 at 4% or $24,457 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-48$814,366$140,874$2,935iApproximate average salary by contribution assumption: employee only about $73,372 at 4% or $48,915 at 6%; with 50% employer match about $48,915 at 4% or $32,610 at 6%; with 100% employer match about $36,686 at 4% or $24,457 at 6%.
2021145$887,736$100,078$2,224iApproximate average salary by contribution assumption: employee only about $55,599 at 4% or $37,066 at 6%; with 50% employer match about $37,066 at 4% or $24,711 at 6%; with 100% employer match about $27,799 at 4% or $18,533 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-45$887,736$100,078$2,224iApproximate average salary by contribution assumption: employee only about $55,599 at 4% or $37,066 at 6%; with 50% employer match about $37,066 at 4% or $24,711 at 6%; with 100% employer match about $27,799 at 4% or $18,533 at 6%.
2020145$1,034,870$125,259$2,784iApproximate average salary by contribution assumption: employee only about $69,588 at 4% or $46,392 at 6%; with 50% employer match about $46,392 at 4% or $30,928 at 6%; with 100% employer match about $34,794 at 4% or $23,196 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-45$1,034,870$125,259$2,784iApproximate average salary by contribution assumption: employee only about $69,588 at 4% or $46,392 at 6%; with 50% employer match about $46,392 at 4% or $30,928 at 6%; with 100% employer match about $34,794 at 4% or $23,196 at 6%.
2019141$784,826$118,716$2,896iApproximate average salary by contribution assumption: employee only about $72,388 at 4% or $48,259 at 6%; with 50% employer match about $48,259 at 4% or $32,172 at 6%; with 100% employer match about $36,194 at 4% or $24,129 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-41$784,826$118,716$2,896iApproximate average salary by contribution assumption: employee only about $72,388 at 4% or $48,259 at 6%; with 50% employer match about $48,259 at 4% or $32,172 at 6%; with 100% employer match about $36,194 at 4% or $24,129 at 6%.
2018132$536,706$106,160$3,318iApproximate average salary by contribution assumption: employee only about $82,938 at 4% or $55,292 at 6%; with 50% employer match about $55,292 at 4% or $36,861 at 6%; with 100% employer match about $41,469 at 4% or $27,646 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-32$536,706$106,160$3,318iApproximate average salary by contribution assumption: employee only about $82,938 at 4% or $55,292 at 6%; with 50% employer match about $55,292 at 4% or $36,861 at 6%; with 100% employer match about $41,469 at 4% or $27,646 at 6%.
2017125$542,128$85,849$3,434iApproximate average salary by contribution assumption: employee only about $85,849 at 4% or $57,233 at 6%; with 50% employer match about $57,233 at 4% or $38,155 at 6%; with 100% employer match about $42,925 at 4% or $28,616 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-25$542,128$85,849$3,434iApproximate average salary by contribution assumption: employee only about $85,849 at 4% or $57,233 at 6%; with 50% employer match about $57,233 at 4% or $38,155 at 6%; with 100% employer match about $42,925 at 4% or $28,616 at 6%.
2016122$401,316$81,530$3,706iApproximate average salary by contribution assumption: employee only about $92,648 at 4% or $61,765 at 6%; with 50% employer match about $61,765 at 4% or $41,177 at 6%; with 100% employer match about $46,324 at 4% or $30,883 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-22$401,316$81,530$3,706iApproximate average salary by contribution assumption: employee only about $92,648 at 4% or $61,765 at 6%; with 50% employer match about $61,765 at 4% or $41,177 at 6%; with 100% employer match about $46,324 at 4% or $30,883 at 6%.
2015121$331,565$70,848$3,374iApproximate average salary by contribution assumption: employee only about $84,343 at 4% or $56,229 at 6%; with 50% employer match about $56,229 at 4% or $37,486 at 6%; with 100% employer match about $42,171 at 4% or $28,114 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-21$331,565$70,848$3,374iApproximate average salary by contribution assumption: employee only about $84,343 at 4% or $56,229 at 6%; with 50% employer match about $56,229 at 4% or $37,486 at 6%; with 100% employer match about $42,171 at 4% or $28,114 at 6%.
2014121$267,157$58,993$2,809iApproximate average salary by contribution assumption: employee only about $70,230 at 4% or $46,820 at 6%; with 50% employer match about $46,820 at 4% or $31,213 at 6%; with 100% employer match about $35,115 at 4% or $23,410 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-21$267,157$58,993$2,809iApproximate average salary by contribution assumption: employee only about $70,230 at 4% or $46,820 at 6%; with 50% employer match about $46,820 at 4% or $31,213 at 6%; with 100% employer match about $35,115 at 4% or $23,410 at 6%.
2013121$212,506$46,271$2,203iApproximate average salary by contribution assumption: employee only about $55,085 at 4% or $36,723 at 6%; with 50% employer match about $36,723 at 4% or $24,482 at 6%; with 100% employer match about $27,542 at 4% or $18,362 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-21$212,506$46,271$2,203iApproximate average salary by contribution assumption: employee only about $55,085 at 4% or $36,723 at 6%; with 50% employer match about $36,723 at 4% or $24,482 at 6%; with 100% employer match about $27,542 at 4% or $18,362 at 6%.
2012119$154,841$48,768$2,567iApproximate average salary by contribution assumption: employee only about $64,168 at 4% or $42,779 at 6%; with 50% employer match about $42,779 at 4% or $28,519 at 6%; with 100% employer match about $32,084 at 4% or $21,389 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-19$154,841$48,768$2,567iApproximate average salary by contribution assumption: employee only about $64,168 at 4% or $42,779 at 6%; with 50% employer match about $42,779 at 4% or $28,519 at 6%; with 100% employer match about $32,084 at 4% or $21,389 at 6%.
2011119$173,005$53,421$2,812iApproximate average salary by contribution assumption: employee only about $70,291 at 4% or $46,861 at 6%; with 50% employer match about $46,861 at 4% or $31,240 at 6%; with 100% employer match about $35,145 at 4% or $23,430 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-19$173,005$53,421$2,812iApproximate average salary by contribution assumption: employee only about $70,291 at 4% or $46,861 at 6%; with 50% employer match about $46,861 at 4% or $31,240 at 6%; with 100% employer match about $35,145 at 4% or $23,430 at 6%.
2010117$141,739$37,120$2,184iApproximate average salary by contribution assumption: employee only about $54,588 at 4% or $36,392 at 6%; with 50% employer match about $36,392 at 4% or $24,261 at 6%; with 100% employer match about $27,294 at 4% or $18,196 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-17$141,739$37,120$2,184iApproximate average salary by contribution assumption: employee only about $54,588 at 4% or $36,392 at 6%; with 50% employer match about $36,392 at 4% or $24,261 at 6%; with 100% employer match about $27,294 at 4% or $18,196 at 6%.
2009113$100,666$35,419$2,725iApproximate average salary by contribution assumption: employee only about $68,113 at 4% or $45,409 at 6%; with 50% employer match about $45,409 at 4% or $30,273 at 6%; with 100% employer match about $34,057 at 4% or $22,704 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-13$100,666$35,419$2,725iApproximate average salary by contribution assumption: employee only about $68,113 at 4% or $45,409 at 6%; with 50% employer match about $45,409 at 4% or $30,273 at 6%; with 100% employer match about $34,057 at 4% or $22,704 at 6%.
2008110$56,893$33,838$3,384iApproximate average salary by contribution assumption: employee only about $84,595 at 4% or $56,397 at 6%; with 50% employer match about $56,397 at 4% or $37,598 at 6%; with 100% employer match about $42,298 at 4% or $28,198 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-10$56,893$33,838$3,384iApproximate average salary by contribution assumption: employee only about $84,595 at 4% or $56,397 at 6%; with 50% employer match about $56,397 at 4% or $37,598 at 6%; with 100% employer match about $42,298 at 4% or $28,198 at 6%.
2007110$0$0-
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-10---
200619$17,886$17,242$1,916iApproximate average salary by contribution assumption: employee only about $47,894 at 4% or $31,930 at 6%; with 50% employer match about $31,930 at 4% or $21,286 at 6%; with 100% employer match about $23,947 at 4% or $15,965 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-9$17,886$17,242$1,916iApproximate average salary by contribution assumption: employee only about $47,894 at 4% or $31,930 at 6%; with 50% employer match about $31,930 at 4% or $21,286 at 6%; with 100% employer match about $23,947 at 4% or $15,965 at 6%.
200310$0$0-
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-0---
200212$70,233$12,048$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-2$70,233$12,048$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.
200116$87,234$21,958$3,660iApproximate average salary by contribution assumption: employee only about $91,492 at 4% or $60,994 at 6%; with 50% employer match about $60,994 at 4% or $40,663 at 6%; with 100% employer match about $45,746 at 4% or $30,497 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-6$87,234$21,958$3,660iApproximate average salary by contribution assumption: employee only about $91,492 at 4% or $60,994 at 6%; with 50% employer match about $60,994 at 4% or $40,663 at 6%; with 100% employer match about $45,746 at 4% or $30,497 at 6%.
200016$0$0-
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-6---
199918$49,494$28,305$3,538iApproximate average salary by contribution assumption: employee only about $88,453 at 4% or $58,969 at 6%; with 50% employer match about $58,969 at 4% or $39,313 at 6%; with 100% employer match about $44,227 at 4% or $29,484 at 6%.
Barbara Fish Lee 401(K) Profit Sharing Plan & Trust-8$49,494$28,305$3,538iApproximate average salary by contribution assumption: employee only about $88,453 at 4% or $58,969 at 6%; with 50% employer match about $58,969 at 4% or $39,313 at 6%; with 100% employer match about $44,227 at 4% or $29,484 at 6%.