Harold Lee & Sons Inc.
Plan context: Harold Lee & Sons Inc. Profit Sharing Plan and Trust
EIN 13-1912014 • New York, NY • 23 filings • 4 plans
Current Snapshot
Latest Year
2021
2021 Participants
4
2021 Assets
$15,800
2021 Contributions
$71,267
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 0 | $0 | $0 | - |
| 2020 | 1 | 4 | $15,800 | $71,267 | $17,817iApproximate average salary by contribution assumption: employee only about $445,419 at 4% or $296,946 at 6%; with 50% employer match about $296,946 at 4% or $197,964 at 6%; with 100% employer match about $222,709 at 4% or $148,473 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 4 | $15,800 | $71,267 | $17,817iApproximate average salary by contribution assumption: employee only about $445,419 at 4% or $296,946 at 6%; with 50% employer match about $296,946 at 4% or $197,964 at 6%; with 100% employer match about $222,709 at 4% or $148,473 at 6%. |
| 2019 | 1 | 20 | $2,563,753 | $81,670 | $4,084iApproximate average salary by contribution assumption: employee only about $102,088 at 4% or $68,058 at 6%; with 50% employer match about $68,058 at 4% or $45,372 at 6%; with 100% employer match about $51,044 at 4% or $34,029 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 20 | $2,563,753 | $81,670 | $4,084iApproximate average salary by contribution assumption: employee only about $102,088 at 4% or $68,058 at 6%; with 50% employer match about $68,058 at 4% or $45,372 at 6%; with 100% employer match about $51,044 at 4% or $34,029 at 6%. |
| 2018 | 1 | 20 | $2,236,020 | $140,216 | $7,011iApproximate average salary by contribution assumption: employee only about $175,270 at 4% or $116,847 at 6%; with 50% employer match about $116,847 at 4% or $77,898 at 6%; with 100% employer match about $87,635 at 4% or $58,423 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 20 | $2,236,020 | $140,216 | $7,011iApproximate average salary by contribution assumption: employee only about $175,270 at 4% or $116,847 at 6%; with 50% employer match about $116,847 at 4% or $77,898 at 6%; with 100% employer match about $87,635 at 4% or $58,423 at 6%. |
| 2017 | 1 | 22 | $2,340,830 | $173,974 | $7,908iApproximate average salary by contribution assumption: employee only about $197,698 at 4% or $131,798 at 6%; with 50% employer match about $131,798 at 4% or $87,866 at 6%; with 100% employer match about $98,849 at 4% or $65,899 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 22 | $2,340,830 | $173,974 | $7,908iApproximate average salary by contribution assumption: employee only about $197,698 at 4% or $131,798 at 6%; with 50% employer match about $131,798 at 4% or $87,866 at 6%; with 100% employer match about $98,849 at 4% or $65,899 at 6%. |
| 2016 | 1 | 22 | $1,948,951 | $155,330 | $7,060iApproximate average salary by contribution assumption: employee only about $176,511 at 4% or $117,674 at 6%; with 50% employer match about $117,674 at 4% or $78,449 at 6%; with 100% employer match about $88,256 at 4% or $58,837 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 22 | $1,948,951 | $155,330 | $7,060iApproximate average salary by contribution assumption: employee only about $176,511 at 4% or $117,674 at 6%; with 50% employer match about $117,674 at 4% or $78,449 at 6%; with 100% employer match about $88,256 at 4% or $58,837 at 6%. |
| 2015 | 1 | 24 | $1,682,445 | $52,792 | $2,200iApproximate average salary by contribution assumption: employee only about $54,992 at 4% or $36,661 at 6%; with 50% employer match about $36,661 at 4% or $24,441 at 6%; with 100% employer match about $27,496 at 4% or $18,331 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 24 | $1,682,445 | $52,792 | $2,200iApproximate average salary by contribution assumption: employee only about $54,992 at 4% or $36,661 at 6%; with 50% employer match about $36,661 at 4% or $24,441 at 6%; with 100% employer match about $27,496 at 4% or $18,331 at 6%. |
| 2014 | 1 | 28 | $1,754,064 | $43,815 | $1,565iApproximate average salary by contribution assumption: employee only about $39,121 at 4% or $26,080 at 6%; with 50% employer match about $26,080 at 4% or $17,387 at 6%; with 100% employer match about $19,560 at 4% or $13,040 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 28 | $1,754,064 | $43,815 | $1,565iApproximate average salary by contribution assumption: employee only about $39,121 at 4% or $26,080 at 6%; with 50% employer match about $26,080 at 4% or $17,387 at 6%; with 100% employer match about $19,560 at 4% or $13,040 at 6%. |
| 2013 | 1 | 23 | $1,680,287 | $57,305 | $2,492iApproximate average salary by contribution assumption: employee only about $62,288 at 4% or $41,525 at 6%; with 50% employer match about $41,525 at 4% or $27,684 at 6%; with 100% employer match about $31,144 at 4% or $20,763 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 23 | $1,680,287 | $57,305 | $2,492iApproximate average salary by contribution assumption: employee only about $62,288 at 4% or $41,525 at 6%; with 50% employer match about $41,525 at 4% or $27,684 at 6%; with 100% employer match about $31,144 at 4% or $20,763 at 6%. |
| 2012 | 1 | 23 | $1,609,887 | $57,386 | $2,495iApproximate average salary by contribution assumption: employee only about $62,376 at 4% or $41,584 at 6%; with 50% employer match about $41,584 at 4% or $27,723 at 6%; with 100% employer match about $31,188 at 4% or $20,792 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 23 | $1,609,887 | $57,386 | $2,495iApproximate average salary by contribution assumption: employee only about $62,376 at 4% or $41,584 at 6%; with 50% employer match about $41,584 at 4% or $27,723 at 6%; with 100% employer match about $31,188 at 4% or $20,792 at 6%. |
| 2011 | 1 | 22 | $1,725,174 | $49,138 | $2,234iApproximate average salary by contribution assumption: employee only about $55,839 at 4% or $37,226 at 6%; with 50% employer match about $37,226 at 4% or $24,817 at 6%; with 100% employer match about $27,919 at 4% or $18,613 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 22 | $1,725,174 | $49,138 | $2,234iApproximate average salary by contribution assumption: employee only about $55,839 at 4% or $37,226 at 6%; with 50% employer match about $37,226 at 4% or $24,817 at 6%; with 100% employer match about $27,919 at 4% or $18,613 at 6%. |
| 2010 | 1 | 20 | $1,642,981 | $47,354 | $2,368iApproximate average salary by contribution assumption: employee only about $59,192 at 4% or $39,462 at 6%; with 50% employer match about $39,462 at 4% or $26,308 at 6%; with 100% employer match about $29,596 at 4% or $19,731 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 20 | $1,642,981 | $47,354 | $2,368iApproximate average salary by contribution assumption: employee only about $59,192 at 4% or $39,462 at 6%; with 50% employer match about $39,462 at 4% or $26,308 at 6%; with 100% employer match about $29,596 at 4% or $19,731 at 6%. |
| 2009 | 1 | 17 | $1,544,361 | $34,820 | $2,048iApproximate average salary by contribution assumption: employee only about $51,206 at 4% or $34,137 at 6%; with 50% employer match about $34,137 at 4% or $22,758 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 17 | $1,544,361 | $34,820 | $2,048iApproximate average salary by contribution assumption: employee only about $51,206 at 4% or $34,137 at 6%; with 50% employer match about $34,137 at 4% or $22,758 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%. |
| 2008 | 1 | 13 | $1,378,539 | $27,223 | $2,094iApproximate average salary by contribution assumption: employee only about $52,352 at 4% or $34,901 at 6%; with 50% employer match about $34,901 at 4% or $23,268 at 6%; with 100% employer match about $26,176 at 4% or $17,451 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 13 | $1,378,539 | $27,223 | $2,094iApproximate average salary by contribution assumption: employee only about $52,352 at 4% or $34,901 at 6%; with 50% employer match about $34,901 at 4% or $23,268 at 6%; with 100% employer match about $26,176 at 4% or $17,451 at 6%. |
| 2007 | 1 | 14 | $1,527,427 | $53,348 | $3,811iApproximate average salary by contribution assumption: employee only about $95,264 at 4% or $63,510 at 6%; with 50% employer match about $63,510 at 4% or $42,340 at 6%; with 100% employer match about $47,632 at 4% or $31,755 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 14 | $1,527,427 | $53,348 | $3,811iApproximate average salary by contribution assumption: employee only about $95,264 at 4% or $63,510 at 6%; with 50% employer match about $63,510 at 4% or $42,340 at 6%; with 100% employer match about $47,632 at 4% or $31,755 at 6%. |
| 2006 | 1 | 12 | $1,387,332 | $51,872 | $4,323iApproximate average salary by contribution assumption: employee only about $108,067 at 4% or $72,044 at 6%; with 50% employer match about $72,044 at 4% or $48,030 at 6%; with 100% employer match about $54,033 at 4% or $36,022 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 12 | $1,387,332 | $51,872 | $4,323iApproximate average salary by contribution assumption: employee only about $108,067 at 4% or $72,044 at 6%; with 50% employer match about $72,044 at 4% or $48,030 at 6%; with 100% employer match about $54,033 at 4% or $36,022 at 6%. |
| 2005 | 1 | 11 | $1,132,456 | $74,956 | $6,814iApproximate average salary by contribution assumption: employee only about $170,355 at 4% or $113,570 at 6%; with 50% employer match about $113,570 at 4% or $75,713 at 6%; with 100% employer match about $85,177 at 4% or $56,785 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 11 | $1,132,456 | $74,956 | $6,814iApproximate average salary by contribution assumption: employee only about $170,355 at 4% or $113,570 at 6%; with 50% employer match about $113,570 at 4% or $75,713 at 6%; with 100% employer match about $85,177 at 4% or $56,785 at 6%. |
| 2004 | 1 | 10 | $993,109 | $75,352 | $7,535iApproximate average salary by contribution assumption: employee only about $188,380 at 4% or $125,587 at 6%; with 50% employer match about $125,587 at 4% or $83,724 at 6%; with 100% employer match about $94,190 at 4% or $62,793 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 10 | $993,109 | $75,352 | $7,535iApproximate average salary by contribution assumption: employee only about $188,380 at 4% or $125,587 at 6%; with 50% employer match about $125,587 at 4% or $83,724 at 6%; with 100% employer match about $94,190 at 4% or $62,793 at 6%. |
| 2003 | 1 | 10 | $851,489 | $69,225 | $6,923iApproximate average salary by contribution assumption: employee only about $173,063 at 4% or $115,375 at 6%; with 50% employer match about $115,375 at 4% or $76,917 at 6%; with 100% employer match about $86,531 at 4% or $57,688 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 10 | $851,489 | $69,225 | $6,923iApproximate average salary by contribution assumption: employee only about $173,063 at 4% or $115,375 at 6%; with 50% employer match about $115,375 at 4% or $76,917 at 6%; with 100% employer match about $86,531 at 4% or $57,688 at 6%. |
| 2002 | 1 | 10 | $639,732 | $41,075 | $4,108iApproximate average salary by contribution assumption: employee only about $102,688 at 4% or $68,458 at 6%; with 50% employer match about $68,458 at 4% or $45,639 at 6%; with 100% employer match about $51,344 at 4% or $34,229 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 10 | $639,732 | $41,075 | $4,108iApproximate average salary by contribution assumption: employee only about $102,688 at 4% or $68,458 at 6%; with 50% employer match about $68,458 at 4% or $45,639 at 6%; with 100% employer match about $51,344 at 4% or $34,229 at 6%. |
| 2001 | 1 | 8 | $727,264 | $18,650 | $2,331iApproximate average salary by contribution assumption: employee only about $58,281 at 4% or $38,854 at 6%; with 50% employer match about $38,854 at 4% or $25,903 at 6%; with 100% employer match about $29,141 at 4% or $19,427 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 8 | $727,264 | $18,650 | $2,331iApproximate average salary by contribution assumption: employee only about $58,281 at 4% or $38,854 at 6%; with 50% employer match about $38,854 at 4% or $25,903 at 6%; with 100% employer match about $29,141 at 4% or $19,427 at 6%. |
| 2000 | 1 | 7 | $793,741 | $17,905 | $2,558iApproximate average salary by contribution assumption: employee only about $63,946 at 4% or $42,631 at 6%; with 50% employer match about $42,631 at 4% or $28,421 at 6%; with 100% employer match about $31,973 at 4% or $21,315 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 7 | $793,741 | $17,905 | $2,558iApproximate average salary by contribution assumption: employee only about $63,946 at 4% or $42,631 at 6%; with 50% employer match about $42,631 at 4% or $28,421 at 6%; with 100% employer match about $31,973 at 4% or $21,315 at 6%. |
| 1999 | 1 | 8 | $818,407 | $19,098 | $2,387iApproximate average salary by contribution assumption: employee only about $59,681 at 4% or $39,788 at 6%; with 50% employer match about $39,788 at 4% or $26,525 at 6%; with 100% employer match about $29,841 at 4% or $19,894 at 6%. |
| Harold Lee & Sons Inc. Profit Sharing Plan and Trust | - | 8 | $818,407 | $19,098 | $2,387iApproximate average salary by contribution assumption: employee only about $59,681 at 4% or $39,788 at 6%; with 50% employer match about $39,788 at 4% or $26,525 at 6%; with 100% employer match about $29,841 at 4% or $19,894 at 6%. |