Civic Intelligence

Lee Insurance Agency

Plan context: Lee Insurance Agency Profit Sharing Plan

EIN 25-1383360 • Mckeesport, PA • 20 filings • 1 plans

3040 Memory LaneMckeesport, PA 15133-2326
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$242,732

2018 Contributions

$1,521

Historical Graphs

Total Assets Over Time

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

$253,291$126,646$0199920092017YearValue
$242,732Latest year 2017

Participants Over Time

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

210199920092017YearValue
2Latest year 2017

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
201810$0$0-
Lee Insurance Agency Profit Sharing Plan-0$0$0-
201712$242,732$0-
Lee Insurance Agency Profit Sharing Plan-2$242,732$0-
201612$244,960$0-
Lee Insurance Agency Profit Sharing Plan-2$244,960$0-
201512$247,852$0-
Lee Insurance Agency Profit Sharing Plan-2$247,852--
201412$251,612$0-
Lee Insurance Agency Profit Sharing Plan-2$251,612$0-
201312$253,291$0-
Lee Insurance Agency Profit Sharing Plan-2$253,291--
201212$250,004$0-
Lee Insurance Agency Profit Sharing Plan-2$250,004--
201112$234,069$0-
Lee Insurance Agency Profit Sharing Plan-2$234,069--
201012$236,725$0-
Lee Insurance Agency Profit Sharing Plan-2$236,725$0-
200912$219,648$0-
Lee Insurance Agency Profit Sharing Plan-2$219,648$0-
200811$0$0-
Lee Insurance Agency Profit Sharing Plan-1---
200711$226,288$0-
Lee Insurance Agency Profit Sharing Plan-1$226,288--
200611$217,955$1,521$1,521iApproximate average salary by contribution assumption: employee only about $38,025 at 4% or $25,350 at 6%; with 50% employer match about $25,350 at 4% or $16,900 at 6%; with 100% employer match about $19,013 at 4% or $12,675 at 6%.
Lee Insurance Agency Profit Sharing Plan-1$217,955$1,521$1,521iApproximate average salary by contribution assumption: employee only about $38,025 at 4% or $25,350 at 6%; with 50% employer match about $25,350 at 4% or $16,900 at 6%; with 100% employer match about $19,013 at 4% or $12,675 at 6%.
200511$199,976$6,082$6,082iApproximate average salary by contribution assumption: employee only about $152,050 at 4% or $101,367 at 6%; with 50% employer match about $101,367 at 4% or $67,578 at 6%; with 100% employer match about $76,025 at 4% or $50,683 at 6%.
Lee Insurance Agency Profit Sharing Plan-1$199,976$6,082$6,082iApproximate average salary by contribution assumption: employee only about $152,050 at 4% or $101,367 at 6%; with 50% employer match about $101,367 at 4% or $67,578 at 6%; with 100% employer match about $76,025 at 4% or $50,683 at 6%.
200411$182,282$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
Lee Insurance Agency Profit Sharing Plan-1$182,282$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
200311$163,657$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
Lee Insurance Agency Profit Sharing Plan-1$163,657$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
200211$131,078$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
Lee Insurance Agency Profit Sharing Plan-1$131,078$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
200110$148,747$3,967-
Lee Insurance Agency Profit Sharing Plan-0$148,747$3,967-
200010$157,938$3,967-
Lee Insurance Agency Profit Sharing Plan-0$157,938$3,967-
199911$157,774$6,447$6,447iApproximate average salary by contribution assumption: employee only about $161,175 at 4% or $107,450 at 6%; with 50% employer match about $107,450 at 4% or $71,633 at 6%; with 100% employer match about $80,588 at 4% or $53,725 at 6%.
Lee Insurance Agency Profit Sharing Plan-1$157,774$6,447$6,447iApproximate average salary by contribution assumption: employee only about $161,175 at 4% or $107,450 at 6%; with 50% employer match about $107,450 at 4% or $71,633 at 6%; with 100% employer match about $80,588 at 4% or $53,725 at 6%.