Civic Intelligence

Lees Investments Management Co LLC

Plan context: Lees Investments Management Co LLC 401(K) P/S Plan

EIN 20-0509363 • North Vernon, IN • 3 filings • 1 plans

130 N. State StreetNorth Vernon, IN 47265
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$54,694

2013 Contributions

$42,220

Historical Graphs

Total Assets Over Time

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

$360,265$180,133$0200920102013YearValue
$54,694Latest year 2013

Participants Over Time

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

19100200920102013YearValue
6Latest year 2013

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
201316$54,694$0-
Lees Investments Management Co LLC 401(K) P/S Plan-6$54,694$0-
2010116$328,199$42,220$2,639iApproximate average salary by contribution assumption: employee only about $65,969 at 4% or $43,979 at 6%; with 50% employer match about $43,979 at 4% or $29,319 at 6%; with 100% employer match about $32,984 at 4% or $21,990 at 6%.
Lees Investments Management Co LLC 401(K) P/S Plan-16$328,199$42,220$2,639iApproximate average salary by contribution assumption: employee only about $65,969 at 4% or $43,979 at 6%; with 50% employer match about $43,979 at 4% or $29,319 at 6%; with 100% employer match about $32,984 at 4% or $21,990 at 6%.
2009119$360,265$65,384$3,441iApproximate average salary by contribution assumption: employee only about $86,032 at 4% or $57,354 at 6%; with 50% employer match about $57,354 at 4% or $38,236 at 6%; with 100% employer match about $43,016 at 4% or $28,677 at 6%.
Lees Investments Management Co LLC 401(K) P/S Plan-19$360,265$65,384$3,441iApproximate average salary by contribution assumption: employee only about $86,032 at 4% or $57,354 at 6%; with 50% employer match about $57,354 at 4% or $38,236 at 6%; with 100% employer match about $43,016 at 4% or $28,677 at 6%.