Robert E. Lee Agency
Plan context: Robert E. Lee Agency 401(K) Profit Sharing Plan
EIN 25-1533187 • White Oaks, PA • 7 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
7
2011 Assets
$339,532
2011 Contributions
$35,376
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 7 | $339,532 | $35,376 | $5,054iApproximate average salary by contribution assumption: employee only about $126,343 at 4% or $84,229 at 6%; with 50% employer match about $84,229 at 4% or $56,152 at 6%; with 100% employer match about $63,171 at 4% or $42,114 at 6%. |
| Robert E. Lee Agency 401(K) Profit Sharing Plan | - | 7 | $339,532 | $35,376 | $5,054iApproximate average salary by contribution assumption: employee only about $126,343 at 4% or $84,229 at 6%; with 50% employer match about $84,229 at 4% or $56,152 at 6%; with 100% employer match about $63,171 at 4% or $42,114 at 6%. |
| 2010 | 1 | 7 | $304,546 | $51,492 | $7,356iApproximate average salary by contribution assumption: employee only about $183,900 at 4% or $122,600 at 6%; with 50% employer match about $122,600 at 4% or $81,733 at 6%; with 100% employer match about $91,950 at 4% or $61,300 at 6%. |
| Robert E. Lee Agency 401(K) Profit Sharing Plan | - | 7 | $304,546 | $51,492 | $7,356iApproximate average salary by contribution assumption: employee only about $183,900 at 4% or $122,600 at 6%; with 50% employer match about $122,600 at 4% or $81,733 at 6%; with 100% employer match about $91,950 at 4% or $61,300 at 6%. |
| 2009 | 1 | 10 | $229,884 | $46,965 | $4,697iApproximate average salary by contribution assumption: employee only about $117,413 at 4% or $78,275 at 6%; with 50% employer match about $78,275 at 4% or $52,183 at 6%; with 100% employer match about $58,706 at 4% or $39,138 at 6%. |
| Robert E. Lee Agency 401(K) Profit Sharing Plan | - | 10 | $229,884 | $46,965 | $4,697iApproximate average salary by contribution assumption: employee only about $117,413 at 4% or $78,275 at 6%; with 50% employer match about $78,275 at 4% or $52,183 at 6%; with 100% employer match about $58,706 at 4% or $39,138 at 6%. |
| 2008 | 1 | 7 | $158,398 | $39,651 | $5,664iApproximate average salary by contribution assumption: employee only about $141,611 at 4% or $94,407 at 6%; with 50% employer match about $94,407 at 4% or $62,938 at 6%; with 100% employer match about $70,805 at 4% or $47,204 at 6%. |
| Robert E. Lee Agency 401(K) Profit Sharing Plan | - | 7 | $158,398 | $39,651 | $5,664iApproximate average salary by contribution assumption: employee only about $141,611 at 4% or $94,407 at 6%; with 50% employer match about $94,407 at 4% or $62,938 at 6%; with 100% employer match about $70,805 at 4% or $47,204 at 6%. |
| 2007 | 1 | 10 | $157,110 | $37,328 | $3,733iApproximate average salary by contribution assumption: employee only about $93,320 at 4% or $62,213 at 6%; with 50% employer match about $62,213 at 4% or $41,476 at 6%; with 100% employer match about $46,660 at 4% or $31,107 at 6%. |
| Robert E. Lee Agency 401(K) Profit Sharing Plan | - | 10 | $157,110 | $37,328 | $3,733iApproximate average salary by contribution assumption: employee only about $93,320 at 4% or $62,213 at 6%; with 50% employer match about $62,213 at 4% or $41,476 at 6%; with 100% employer match about $46,660 at 4% or $31,107 at 6%. |
| 2006 | 1 | 10 | $113,533 | $36,587 | $3,659iApproximate average salary by contribution assumption: employee only about $91,468 at 4% or $60,978 at 6%; with 50% employer match about $60,978 at 4% or $40,652 at 6%; with 100% employer match about $45,734 at 4% or $30,489 at 6%. |
| Robert E. Lee Agency 401(K) Profit Sharing Plan | - | 10 | $113,533 | $36,587 | $3,659iApproximate average salary by contribution assumption: employee only about $91,468 at 4% or $60,978 at 6%; with 50% employer match about $60,978 at 4% or $40,652 at 6%; with 100% employer match about $45,734 at 4% or $30,489 at 6%. |
| 2005 | 1 | 6 | $0 | $0 | - |
| Robert E. Lee Agency 401(K) Profit Sharing Plan | - | 6 | - | - | - |