Civic Intelligence

Lee & Mason Financial Serv Inc

Plan context: Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust

EIN 14-1722170 • Northville, NY • 37 filings • 10 plans

719 State Highway 30Northville, NY 12134
Current Snapshot

Latest Year

2024

2024 Participants

167

2024 Assets

$28,903,277

2024 Contributions

$1,785,457

Historical Graphs

Total Assets Over Time

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

$28,903,277$14,451,639$0199920132024YearValue
$28,903,277Latest year 2024

Participants Over Time

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

167840199920122024YearValue
167Latest 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
20243167$28,903,277$1,785,457$10,691iApproximate average salary by contribution assumption: employee only about $267,284 at 4% or $178,189 at 6%; with 50% employer match about $178,189 at 4% or $118,793 at 6%; with 100% employer match about $133,642 at 4% or $89,095 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-167$28,903,277$1,785,457$10,691iApproximate average salary by contribution assumption: employee only about $267,284 at 4% or $178,189 at 6%; with 50% employer match about $178,189 at 4% or $118,793 at 6%; with 100% employer match about $133,642 at 4% or $89,095 at 6%.
Lee & Mason Financial Services Inc-157---
Lee & Mason Financial Services Inc-113---
20233152$25,484,425$1,444,632$9,504iApproximate average salary by contribution assumption: employee only about $237,604 at 4% or $158,403 at 6%; with 50% employer match about $158,403 at 4% or $105,602 at 6%; with 100% employer match about $118,802 at 4% or $79,201 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-152$25,484,425$1,444,632$9,504iApproximate average salary by contribution assumption: employee only about $237,604 at 4% or $158,403 at 6%; with 50% employer match about $158,403 at 4% or $105,602 at 6%; with 100% employer match about $118,802 at 4% or $79,201 at 6%.
Lee & Mason Financial Services Inc-144---
Lee & Mason Financial Services Inc-102---
20221155$21,623,191$1,487,992$9,600iApproximate average salary by contribution assumption: employee only about $239,999 at 4% or $159,999 at 6%; with 50% employer match about $159,999 at 4% or $106,666 at 6%; with 100% employer match about $119,999 at 4% or $80,000 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-155$21,623,191$1,487,992$9,600iApproximate average salary by contribution assumption: employee only about $239,999 at 4% or $159,999 at 6%; with 50% employer match about $159,999 at 4% or $106,666 at 6%; with 100% employer match about $119,999 at 4% or $80,000 at 6%.
20211142$23,841,276$1,163,968$8,197iApproximate average salary by contribution assumption: employee only about $204,924 at 4% or $136,616 at 6%; with 50% employer match about $136,616 at 4% or $91,077 at 6%; with 100% employer match about $102,462 at 4% or $68,308 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-142$23,841,276$1,163,968$8,197iApproximate average salary by contribution assumption: employee only about $204,924 at 4% or $136,616 at 6%; with 50% employer match about $136,616 at 4% or $91,077 at 6%; with 100% employer match about $102,462 at 4% or $68,308 at 6%.
20201146$20,312,405$1,693,277$11,598iApproximate average salary by contribution assumption: employee only about $289,945 at 4% or $193,296 at 6%; with 50% employer match about $193,296 at 4% or $128,864 at 6%; with 100% employer match about $144,972 at 4% or $96,648 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-146$20,312,405$1,693,277$11,598iApproximate average salary by contribution assumption: employee only about $289,945 at 4% or $193,296 at 6%; with 50% employer match about $193,296 at 4% or $128,864 at 6%; with 100% employer match about $144,972 at 4% or $96,648 at 6%.
20191145$17,606,951$1,047,069$7,221iApproximate average salary by contribution assumption: employee only about $180,529 at 4% or $120,353 at 6%; with 50% employer match about $120,353 at 4% or $80,235 at 6%; with 100% employer match about $90,265 at 4% or $60,176 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-145$17,606,951$1,047,069$7,221iApproximate average salary by contribution assumption: employee only about $180,529 at 4% or $120,353 at 6%; with 50% employer match about $120,353 at 4% or $80,235 at 6%; with 100% employer match about $90,265 at 4% or $60,176 at 6%.
20181131$14,734,811$1,888,156$14,413iApproximate average salary by contribution assumption: employee only about $360,335 at 4% or $240,223 at 6%; with 50% employer match about $240,223 at 4% or $160,149 at 6%; with 100% employer match about $180,168 at 4% or $120,112 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-131$14,734,811$1,888,156$14,413iApproximate average salary by contribution assumption: employee only about $360,335 at 4% or $240,223 at 6%; with 50% employer match about $240,223 at 4% or $160,149 at 6%; with 100% employer match about $180,168 at 4% or $120,112 at 6%.
20171119$13,662,972$901,647$7,577iApproximate average salary by contribution assumption: employee only about $189,422 at 4% or $126,281 at 6%; with 50% employer match about $126,281 at 4% or $84,187 at 6%; with 100% employer match about $94,711 at 4% or $63,141 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-119$13,662,972$901,647$7,577iApproximate average salary by contribution assumption: employee only about $189,422 at 4% or $126,281 at 6%; with 50% employer match about $126,281 at 4% or $84,187 at 6%; with 100% employer match about $94,711 at 4% or $63,141 at 6%.
20161131$11,190,437$938,480$7,164iApproximate average salary by contribution assumption: employee only about $179,099 at 4% or $119,399 at 6%; with 50% employer match about $119,399 at 4% or $79,600 at 6%; with 100% employer match about $89,550 at 4% or $59,700 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-131$11,190,437$938,480$7,164iApproximate average salary by contribution assumption: employee only about $179,099 at 4% or $119,399 at 6%; with 50% employer match about $119,399 at 4% or $79,600 at 6%; with 100% employer match about $89,550 at 4% or $59,700 at 6%.
20151121$9,642,292$836,013$6,909iApproximate average salary by contribution assumption: employee only about $172,730 at 4% or $115,153 at 6%; with 50% employer match about $115,153 at 4% or $76,769 at 6%; with 100% employer match about $86,365 at 4% or $57,577 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-121$9,642,292$836,013$6,909iApproximate average salary by contribution assumption: employee only about $172,730 at 4% or $115,153 at 6%; with 50% employer match about $115,153 at 4% or $76,769 at 6%; with 100% employer match about $86,365 at 4% or $57,577 at 6%.
20141120$9,099,574$958,723$7,989iApproximate average salary by contribution assumption: employee only about $199,734 at 4% or $133,156 at 6%; with 50% employer match about $133,156 at 4% or $88,771 at 6%; with 100% employer match about $99,867 at 4% or $66,578 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-120$9,099,574$958,723$7,989iApproximate average salary by contribution assumption: employee only about $199,734 at 4% or $133,156 at 6%; with 50% employer match about $133,156 at 4% or $88,771 at 6%; with 100% employer match about $99,867 at 4% or $66,578 at 6%.
20131111$7,695,006$1,089,386$9,814iApproximate average salary by contribution assumption: employee only about $245,357 at 4% or $163,571 at 6%; with 50% employer match about $163,571 at 4% or $109,048 at 6%; with 100% employer match about $122,679 at 4% or $81,786 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-111$7,695,006$1,089,386$9,814iApproximate average salary by contribution assumption: employee only about $245,357 at 4% or $163,571 at 6%; with 50% employer match about $163,571 at 4% or $109,048 at 6%; with 100% employer match about $122,679 at 4% or $81,786 at 6%.
20121123$5,573,491$665,179$5,408iApproximate average salary by contribution assumption: employee only about $135,199 at 4% or $90,133 at 6%; with 50% employer match about $90,133 at 4% or $60,088 at 6%; with 100% employer match about $67,599 at 4% or $45,066 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-123$5,573,491$665,179$5,408iApproximate average salary by contribution assumption: employee only about $135,199 at 4% or $90,133 at 6%; with 50% employer match about $90,133 at 4% or $60,088 at 6%; with 100% employer match about $67,599 at 4% or $45,066 at 6%.
2011194$4,462,401$470,881$5,009iApproximate average salary by contribution assumption: employee only about $125,234 at 4% or $83,490 at 6%; with 50% employer match about $83,490 at 4% or $55,660 at 6%; with 100% employer match about $62,617 at 4% or $41,745 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-94$4,462,401$470,881$5,009iApproximate average salary by contribution assumption: employee only about $125,234 at 4% or $83,490 at 6%; with 50% employer match about $83,490 at 4% or $55,660 at 6%; with 100% employer match about $62,617 at 4% or $41,745 at 6%.
2010186$4,169,703$424,803$4,940iApproximate average salary by contribution assumption: employee only about $123,489 at 4% or $82,326 at 6%; with 50% employer match about $82,326 at 4% or $54,884 at 6%; with 100% employer match about $61,745 at 4% or $41,163 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-86$4,169,703$424,803$4,940iApproximate average salary by contribution assumption: employee only about $123,489 at 4% or $82,326 at 6%; with 50% employer match about $82,326 at 4% or $54,884 at 6%; with 100% employer match about $61,745 at 4% or $41,163 at 6%.
2009171$3,294,398$390,395$5,499iApproximate average salary by contribution assumption: employee only about $137,463 at 4% or $91,642 at 6%; with 50% employer match about $91,642 at 4% or $61,095 at 6%; with 100% employer match about $68,732 at 4% or $45,821 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-71$3,294,398$390,395$5,499iApproximate average salary by contribution assumption: employee only about $137,463 at 4% or $91,642 at 6%; with 50% employer match about $91,642 at 4% or $61,095 at 6%; with 100% employer match about $68,732 at 4% or $45,821 at 6%.
2008143$1,581,516$0-
Lee & Mason Financial Services Inc. Profit Sharing Plan-43$1,581,516--
2007256$2,051,565$80,170$1,432iApproximate average salary by contribution assumption: employee only about $35,790 at 4% or $23,860 at 6%; with 50% employer match about $23,860 at 4% or $15,907 at 6%; with 100% employer match about $17,895 at 4% or $11,930 at 6%.
Lee & Mason Financial Services Inc. Profit Sharing Plan-48$2,051,565$80,170$1,670iApproximate average salary by contribution assumption: employee only about $41,755 at 4% or $27,837 at 6%; with 50% employer match about $27,837 at 4% or $18,558 at 6%; with 100% employer match about $20,878 at 4% or $13,918 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-56---
2006249$2,743,958$119,079$2,430iApproximate average salary by contribution assumption: employee only about $60,755 at 4% or $40,503 at 6%; with 50% employer match about $40,503 at 4% or $27,002 at 6%; with 100% employer match about $30,377 at 4% or $20,252 at 6%.
Lee & Mason Financial Services Inc. Profit Sharing Plan-42$1,815,981--
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-49$927,977$119,079$2,430iApproximate average salary by contribution assumption: employee only about $60,755 at 4% or $40,503 at 6%; with 50% employer match about $40,503 at 4% or $27,002 at 6%; with 100% employer match about $30,377 at 4% or $20,252 at 6%.
2005250$2,495,312$276,754$5,535iApproximate average salary by contribution assumption: employee only about $138,377 at 4% or $92,251 at 6%; with 50% employer match about $92,251 at 4% or $61,501 at 6%; with 100% employer match about $69,189 at 4% or $46,126 at 6%.
Lee & Mason Financial Services Inc. Profit Sharing Plan-42$1,782,172$162,582$3,871iApproximate average salary by contribution assumption: employee only about $96,775 at 4% or $64,517 at 6%; with 50% employer match about $64,517 at 4% or $43,011 at 6%; with 100% employer match about $48,388 at 4% or $32,258 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-50$713,140$114,172$2,283iApproximate average salary by contribution assumption: employee only about $57,086 at 4% or $38,057 at 6%; with 50% employer match about $38,057 at 4% or $25,372 at 6%; with 100% employer match about $28,543 at 4% or $19,029 at 6%.
2004247$2,108,017$281,148$5,982iApproximate average salary by contribution assumption: employee only about $149,547 at 4% or $99,698 at 6%; with 50% employer match about $99,698 at 4% or $66,465 at 6%; with 100% employer match about $74,773 at 4% or $49,849 at 6%.
Lee & Mason Financial Services Inc. Profit Sharing Plan-0$1,557,336$151,366-
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-47$550,681$129,782$2,761iApproximate average salary by contribution assumption: employee only about $69,033 at 4% or $46,022 at 6%; with 50% employer match about $46,022 at 4% or $30,681 at 6%; with 100% employer match about $34,516 at 4% or $23,011 at 6%.
2003247$373,330$129,943$2,765iApproximate average salary by contribution assumption: employee only about $69,119 at 4% or $46,079 at 6%; with 50% employer match about $46,079 at 4% or $30,719 at 6%; with 100% employer match about $34,559 at 4% or $23,040 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-47$373,330$129,943$2,765iApproximate average salary by contribution assumption: employee only about $69,119 at 4% or $46,079 at 6%; with 50% employer match about $46,079 at 4% or $30,719 at 6%; with 100% employer match about $34,559 at 4% or $23,040 at 6%.
Lee & Mason Financial Services Inc. Profit Sharing Plan-40---
2002242$186,605$76,639$1,825iApproximate average salary by contribution assumption: employee only about $45,618 at 4% or $30,412 at 6%; with 50% employer match about $30,412 at 4% or $20,275 at 6%; with 100% employer match about $22,809 at 4% or $15,206 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-42$186,605$76,639$1,825iApproximate average salary by contribution assumption: employee only about $45,618 at 4% or $30,412 at 6%; with 50% employer match about $30,412 at 4% or $20,275 at 6%; with 100% employer match about $22,809 at 4% or $15,206 at 6%.
Lee & Mason Financial Services Inc. Profit Sharing Plan-32---
200110$0$0-
Lee & Mason Financial Services Inc. Profit Sharing Plan-0---
2000231$0$0-
Lee & Mason Financial Services Inc. Profit Sharing Plan-31---
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-31---
1999130$23,287$20,627$688iApproximate average salary by contribution assumption: employee only about $17,189 at 4% or $11,459 at 6%; with 50% employer match about $11,459 at 4% or $7,640 at 6%; with 100% employer match about $8,595 at 4% or $5,730 at 6%.
Lee && Mason Financial Serv Inc 401K Profit Sharing Plan && Trust-30$23,287$20,627$688iApproximate average salary by contribution assumption: employee only about $17,189 at 4% or $11,459 at 6%; with 50% employer match about $11,459 at 4% or $7,640 at 6%; with 100% employer match about $8,595 at 4% or $5,730 at 6%.