Civic Intelligence

David B. Lee and Company Inc.

Plan context: David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust

EIN 22-2496945 • Skaneateles, NY • 22 filings • 3 plans

1741 Pork StreetSkaneateles, NY 13152
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$254,194

2020 Contributions

$27,164

Historical Graphs

Total Assets Over Time

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

$2,721,711$1,360,856$0199920112020YearValue
$254,194Latest year 2020

Participants Over Time

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

1890199920102020YearValue
2Latest year 2020

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
202012$254,194$0-
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-2$254,194--
201919$1,293,029$27,164$3,018iApproximate average salary by contribution assumption: employee only about $75,456 at 4% or $50,304 at 6%; with 50% employer match about $50,304 at 4% or $33,536 at 6%; with 100% employer match about $37,728 at 4% or $25,152 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-9$1,293,029$27,164$3,018iApproximate average salary by contribution assumption: employee only about $75,456 at 4% or $50,304 at 6%; with 50% employer match about $50,304 at 4% or $33,536 at 6%; with 100% employer match about $37,728 at 4% or $25,152 at 6%.
201819$1,796,893$137,641$15,293iApproximate average salary by contribution assumption: employee only about $382,336 at 4% or $254,891 at 6%; with 50% employer match about $254,891 at 4% or $169,927 at 6%; with 100% employer match about $191,168 at 4% or $127,445 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-9$1,796,893$137,641$15,293iApproximate average salary by contribution assumption: employee only about $382,336 at 4% or $254,891 at 6%; with 50% employer match about $254,891 at 4% or $169,927 at 6%; with 100% employer match about $191,168 at 4% or $127,445 at 6%.
2017110$1,604,575$188,358$18,836iApproximate average salary by contribution assumption: employee only about $470,895 at 4% or $313,930 at 6%; with 50% employer match about $313,930 at 4% or $209,287 at 6%; with 100% employer match about $235,448 at 4% or $156,965 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-10$1,604,575$188,358$18,836iApproximate average salary by contribution assumption: employee only about $470,895 at 4% or $313,930 at 6%; with 50% employer match about $313,930 at 4% or $209,287 at 6%; with 100% employer match about $235,448 at 4% or $156,965 at 6%.
2016110$2,721,711$279,979$27,998iApproximate average salary by contribution assumption: employee only about $699,948 at 4% or $466,632 at 6%; with 50% employer match about $466,632 at 4% or $311,088 at 6%; with 100% employer match about $349,974 at 4% or $233,316 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-10$2,721,711$279,979$27,998iApproximate average salary by contribution assumption: employee only about $699,948 at 4% or $466,632 at 6%; with 50% employer match about $466,632 at 4% or $311,088 at 6%; with 100% employer match about $349,974 at 4% or $233,316 at 6%.
2015110$2,395,787$171,445$17,145iApproximate average salary by contribution assumption: employee only about $428,613 at 4% or $285,742 at 6%; with 50% employer match about $285,742 at 4% or $190,494 at 6%; with 100% employer match about $214,306 at 4% or $142,871 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-10$2,395,787$171,445$17,145iApproximate average salary by contribution assumption: employee only about $428,613 at 4% or $285,742 at 6%; with 50% employer match about $285,742 at 4% or $190,494 at 6%; with 100% employer match about $214,306 at 4% or $142,871 at 6%.
201418$2,315,821$157,041$19,630iApproximate average salary by contribution assumption: employee only about $490,753 at 4% or $327,169 at 6%; with 50% employer match about $327,169 at 4% or $218,113 at 6%; with 100% employer match about $245,377 at 4% or $163,584 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-8$2,315,821$157,041$19,630iApproximate average salary by contribution assumption: employee only about $490,753 at 4% or $327,169 at 6%; with 50% employer match about $327,169 at 4% or $218,113 at 6%; with 100% employer match about $245,377 at 4% or $163,584 at 6%.
201319$2,119,696$128,253$14,250iApproximate average salary by contribution assumption: employee only about $356,258 at 4% or $237,506 at 6%; with 50% employer match about $237,506 at 4% or $158,337 at 6%; with 100% employer match about $178,129 at 4% or $118,753 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-9$2,119,696$128,253$14,250iApproximate average salary by contribution assumption: employee only about $356,258 at 4% or $237,506 at 6%; with 50% employer match about $237,506 at 4% or $158,337 at 6%; with 100% employer match about $178,129 at 4% or $118,753 at 6%.
2012111$1,825,761$120,744$10,977iApproximate average salary by contribution assumption: employee only about $274,418 at 4% or $182,945 at 6%; with 50% employer match about $182,945 at 4% or $121,964 at 6%; with 100% employer match about $137,209 at 4% or $91,473 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-11$1,825,761$120,744$10,977iApproximate average salary by contribution assumption: employee only about $274,418 at 4% or $182,945 at 6%; with 50% employer match about $182,945 at 4% or $121,964 at 6%; with 100% employer match about $137,209 at 4% or $91,473 at 6%.
2011111$1,704,083$131,666$11,970iApproximate average salary by contribution assumption: employee only about $299,241 at 4% or $199,494 at 6%; with 50% employer match about $199,494 at 4% or $132,996 at 6%; with 100% employer match about $149,620 at 4% or $99,747 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-11$1,704,083$131,666$11,970iApproximate average salary by contribution assumption: employee only about $299,241 at 4% or $199,494 at 6%; with 50% employer match about $199,494 at 4% or $132,996 at 6%; with 100% employer match about $149,620 at 4% or $99,747 at 6%.
2010114$1,732,625$127,054$9,075iApproximate average salary by contribution assumption: employee only about $226,882 at 4% or $151,255 at 6%; with 50% employer match about $151,255 at 4% or $100,837 at 6%; with 100% employer match about $113,441 at 4% or $75,627 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-14$1,732,625$127,054$9,075iApproximate average salary by contribution assumption: employee only about $226,882 at 4% or $151,255 at 6%; with 50% employer match about $151,255 at 4% or $100,837 at 6%; with 100% employer match about $113,441 at 4% or $75,627 at 6%.
2009113$1,532,718$221,850$17,065iApproximate average salary by contribution assumption: employee only about $426,635 at 4% or $284,423 at 6%; with 50% employer match about $284,423 at 4% or $189,615 at 6%; with 100% employer match about $213,317 at 4% or $142,212 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-13$1,532,718$221,850$17,065iApproximate average salary by contribution assumption: employee only about $426,635 at 4% or $284,423 at 6%; with 50% employer match about $284,423 at 4% or $189,615 at 6%; with 100% employer match about $213,317 at 4% or $142,212 at 6%.
2008118$1,123,440$138,299$7,683iApproximate average salary by contribution assumption: employee only about $192,082 at 4% or $128,055 at 6%; with 50% employer match about $128,055 at 4% or $85,370 at 6%; with 100% employer match about $96,041 at 4% or $64,027 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-18$1,123,440$138,299$7,683iApproximate average salary by contribution assumption: employee only about $192,082 at 4% or $128,055 at 6%; with 50% employer match about $128,055 at 4% or $85,370 at 6%; with 100% employer match about $96,041 at 4% or $64,027 at 6%.
2007118$1,191,862$54,927$3,052iApproximate average salary by contribution assumption: employee only about $76,288 at 4% or $50,858 at 6%; with 50% employer match about $50,858 at 4% or $33,906 at 6%; with 100% employer match about $38,144 at 4% or $25,429 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-18$1,191,862$54,927$3,052iApproximate average salary by contribution assumption: employee only about $76,288 at 4% or $50,858 at 6%; with 50% employer match about $50,858 at 4% or $33,906 at 6%; with 100% employer match about $38,144 at 4% or $25,429 at 6%.
2006116$1,124,413$134,511$8,407iApproximate average salary by contribution assumption: employee only about $210,173 at 4% or $140,116 at 6%; with 50% employer match about $140,116 at 4% or $93,410 at 6%; with 100% employer match about $105,087 at 4% or $70,058 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-16$1,124,413$134,511$8,407iApproximate average salary by contribution assumption: employee only about $210,173 at 4% or $140,116 at 6%; with 50% employer match about $140,116 at 4% or $93,410 at 6%; with 100% employer match about $105,087 at 4% or $70,058 at 6%.
2005117$905,804$161,190$9,482iApproximate average salary by contribution assumption: employee only about $237,044 at 4% or $158,029 at 6%; with 50% employer match about $158,029 at 4% or $105,353 at 6%; with 100% employer match about $118,522 at 4% or $79,015 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-17$905,804$161,190$9,482iApproximate average salary by contribution assumption: employee only about $237,044 at 4% or $158,029 at 6%; with 50% employer match about $158,029 at 4% or $105,353 at 6%; with 100% employer match about $118,522 at 4% or $79,015 at 6%.
2004114$730,576$142,542$10,182iApproximate average salary by contribution assumption: employee only about $254,539 at 4% or $169,693 at 6%; with 50% employer match about $169,693 at 4% or $113,129 at 6%; with 100% employer match about $127,270 at 4% or $84,846 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-14$730,576$142,542$10,182iApproximate average salary by contribution assumption: employee only about $254,539 at 4% or $169,693 at 6%; with 50% employer match about $169,693 at 4% or $113,129 at 6%; with 100% employer match about $127,270 at 4% or $84,846 at 6%.
2003113$0$0-
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-13---
2002115$0$0-
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-15---
2001110$0$0-
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-10---
2000111$456,837$77,532$7,048iApproximate average salary by contribution assumption: employee only about $176,209 at 4% or $117,473 at 6%; with 50% employer match about $117,473 at 4% or $78,315 at 6%; with 100% employer match about $88,105 at 4% or $58,736 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-11$456,837$77,532$7,048iApproximate average salary by contribution assumption: employee only about $176,209 at 4% or $117,473 at 6%; with 50% employer match about $117,473 at 4% or $78,315 at 6%; with 100% employer match about $88,105 at 4% or $58,736 at 6%.
1999112$443,971$36,036$3,003iApproximate average salary by contribution assumption: employee only about $75,075 at 4% or $50,050 at 6%; with 50% employer match about $50,050 at 4% or $33,367 at 6%; with 100% employer match about $37,538 at 4% or $25,025 at 6%.
David B. Lee and Company Inc., Svgs. & Profit Sharing Plan & Trust-12$443,971$36,036$3,003iApproximate average salary by contribution assumption: employee only about $75,075 at 4% or $50,050 at 6%; with 50% employer match about $50,050 at 4% or $33,367 at 6%; with 100% employer match about $37,538 at 4% or $25,025 at 6%.