Civic Intelligence

Lester H Lee Jr

Plan context: Lee Wealth Management

EIN 20-0223329 • Baton Rouge, LA • 14 filings • 1 plans

4611 Bluebonnet Blvd Ste ABaton Rouge, LA 70809
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$5,106,610

2024 Contributions

$75,139

Historical Graphs

Total Assets Over Time

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

$5,106,610$2,553,305$0201120182024YearValue
$5,106,610Latest year 2024

Participants Over Time

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

210201120182024YearValue
2Latest 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
202412$5,106,610$75,139$37,570iApproximate average salary by contribution assumption: employee only about $939,238 at 4% or $626,158 at 6%; with 50% employer match about $626,158 at 4% or $417,439 at 6%; with 100% employer match about $469,619 at 4% or $313,079 at 6%.
Lee Wealth Management-2$5,106,610$75,139$37,570iApproximate average salary by contribution assumption: employee only about $939,238 at 4% or $626,158 at 6%; with 50% employer match about $626,158 at 4% or $417,439 at 6%; with 100% employer match about $469,619 at 4% or $313,079 at 6%.
202312$3,741,767$74,500$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
Lee Wealth Management-2$3,741,767$74,500$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
202212$1,620,953$67,369$33,685iApproximate average salary by contribution assumption: employee only about $842,113 at 4% or $561,408 at 6%; with 50% employer match about $561,408 at 4% or $374,272 at 6%; with 100% employer match about $421,056 at 4% or $280,704 at 6%.
Lee Wealth Management-2$1,620,953$67,369$33,685iApproximate average salary by contribution assumption: employee only about $842,113 at 4% or $561,408 at 6%; with 50% employer match about $561,408 at 4% or $374,272 at 6%; with 100% employer match about $421,056 at 4% or $280,704 at 6%.
202112$2,885,949$64,726$32,363iApproximate average salary by contribution assumption: employee only about $809,075 at 4% or $539,383 at 6%; with 50% employer match about $539,383 at 4% or $359,589 at 6%; with 100% employer match about $404,538 at 4% or $269,692 at 6%.
Lee Wealth Management-2$2,885,949$64,726$32,363iApproximate average salary by contribution assumption: employee only about $809,075 at 4% or $539,383 at 6%; with 50% employer match about $539,383 at 4% or $359,589 at 6%; with 100% employer match about $404,538 at 4% or $269,692 at 6%.
202012$3,222,138$64,526$32,263iApproximate average salary by contribution assumption: employee only about $806,575 at 4% or $537,717 at 6%; with 50% employer match about $537,717 at 4% or $358,478 at 6%; with 100% employer match about $403,288 at 4% or $268,858 at 6%.
Lee Wealth Management-2$3,222,138$64,526$32,263iApproximate average salary by contribution assumption: employee only about $806,575 at 4% or $537,717 at 6%; with 50% employer match about $537,717 at 4% or $358,478 at 6%; with 100% employer match about $403,288 at 4% or $268,858 at 6%.
201912$1,487,671$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Lee Wealth Management-2$1,487,671$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
201812$1,173,670$61,260$30,630iApproximate average salary by contribution assumption: employee only about $765,750 at 4% or $510,500 at 6%; with 50% employer match about $510,500 at 4% or $340,333 at 6%; with 100% employer match about $382,875 at 4% or $255,250 at 6%.
Lee Wealth Management-2$1,173,670$61,260$30,630iApproximate average salary by contribution assumption: employee only about $765,750 at 4% or $510,500 at 6%; with 50% employer match about $510,500 at 4% or $340,333 at 6%; with 100% employer match about $382,875 at 4% or $255,250 at 6%.
201711$1,053,871$28,800$28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%.
Lee Wealth Management-1$1,053,871$28,800$28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%.
201612$965,661$28,600$14,300iApproximate average salary by contribution assumption: employee only about $357,500 at 4% or $238,333 at 6%; with 50% employer match about $238,333 at 4% or $158,889 at 6%; with 100% employer match about $178,750 at 4% or $119,167 at 6%.
Lee Wealth Management-2$965,661$28,600$14,300iApproximate average salary by contribution assumption: employee only about $357,500 at 4% or $238,333 at 6%; with 50% employer match about $238,333 at 4% or $158,889 at 6%; with 100% employer match about $178,750 at 4% or $119,167 at 6%.
201512$804,603$47,360$23,680iApproximate average salary by contribution assumption: employee only about $592,000 at 4% or $394,667 at 6%; with 50% employer match about $394,667 at 4% or $263,111 at 6%; with 100% employer match about $296,000 at 4% or $197,333 at 6%.
Lee Wealth Management-2$804,603$47,360$23,680iApproximate average salary by contribution assumption: employee only about $592,000 at 4% or $394,667 at 6%; with 50% employer match about $394,667 at 4% or $263,111 at 6%; with 100% employer match about $296,000 at 4% or $197,333 at 6%.
201412$876,943$0-
Lee Wealth Management-2$876,943--
201312$666,654$45,960$22,980iApproximate average salary by contribution assumption: employee only about $574,500 at 4% or $383,000 at 6%; with 50% employer match about $383,000 at 4% or $255,333 at 6%; with 100% employer match about $287,250 at 4% or $191,500 at 6%.
Lee Wealth Management-2$666,654$45,960$22,980iApproximate average salary by contribution assumption: employee only about $574,500 at 4% or $383,000 at 6%; with 50% employer match about $383,000 at 4% or $255,333 at 6%; with 100% employer match about $287,250 at 4% or $191,500 at 6%.
201212$685,735$546,103$273,052iApproximate average salary by contribution assumption: employee only about $6,826,288 at 4% or $4,550,858 at 6%; with 50% employer match about $4,550,858 at 4% or $3,033,906 at 6%; with 100% employer match about $3,413,144 at 4% or $2,275,429 at 6%.
Lee Wealth Management-2$685,735$546,103$273,052iApproximate average salary by contribution assumption: employee only about $6,826,288 at 4% or $4,550,858 at 6%; with 50% employer match about $4,550,858 at 4% or $3,033,906 at 6%; with 100% employer match about $3,413,144 at 4% or $2,275,429 at 6%.
201111$20,582$20,569$20,569iApproximate average salary by contribution assumption: employee only about $514,225 at 4% or $342,817 at 6%; with 50% employer match about $342,817 at 4% or $228,544 at 6%; with 100% employer match about $257,113 at 4% or $171,408 at 6%.
Lee Wealth Management-1$20,582$20,569$20,569iApproximate average salary by contribution assumption: employee only about $514,225 at 4% or $342,817 at 6%; with 50% employer match about $342,817 at 4% or $228,544 at 6%; with 100% employer match about $257,113 at 4% or $171,408 at 6%.