Civic Intelligence

Lee Law Office PC.

Plan context: Lee Law Office PC. 401(K) Profit Sharing Plan & Trust

EIN 26-0377398 • Shelby, MT • 15 filings • 2 plans

158 Main StreetShelby, MT 59474
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,018,513

2025 Contributions

$77,924

Historical Graphs

Total Assets Over Time

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

$2,018,513$1,009,257$0200920182025YearValue
$2,018,513Latest year 2025

Participants Over Time

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

1050200920182025YearValue
7Latest year 2025

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
202517$2,018,513$77,924$11,132iApproximate average salary by contribution assumption: employee only about $278,300 at 4% or $185,533 at 6%; with 50% employer match about $185,533 at 4% or $123,689 at 6%; with 100% employer match about $139,150 at 4% or $92,767 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-7$2,018,513$77,924$11,132iApproximate average salary by contribution assumption: employee only about $278,300 at 4% or $185,533 at 6%; with 50% employer match about $185,533 at 4% or $123,689 at 6%; with 100% employer match about $139,150 at 4% or $92,767 at 6%.
202418$1,738,521$111,267$13,908iApproximate average salary by contribution assumption: employee only about $347,709 at 4% or $231,806 at 6%; with 50% employer match about $231,806 at 4% or $154,538 at 6%; with 100% employer match about $173,855 at 4% or $115,903 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-8$1,738,521$111,267$13,908iApproximate average salary by contribution assumption: employee only about $347,709 at 4% or $231,806 at 6%; with 50% employer match about $231,806 at 4% or $154,538 at 6%; with 100% employer match about $173,855 at 4% or $115,903 at 6%.
2023110$1,390,032$109,889$10,989iApproximate average salary by contribution assumption: employee only about $274,723 at 4% or $183,148 at 6%; with 50% employer match about $183,148 at 4% or $122,099 at 6%; with 100% employer match about $137,361 at 4% or $91,574 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-10$1,390,032$109,889$10,989iApproximate average salary by contribution assumption: employee only about $274,723 at 4% or $183,148 at 6%; with 50% employer match about $183,148 at 4% or $122,099 at 6%; with 100% employer match about $137,361 at 4% or $91,574 at 6%.
2022110$1,051,298$94,140$9,414iApproximate average salary by contribution assumption: employee only about $235,350 at 4% or $156,900 at 6%; with 50% employer match about $156,900 at 4% or $104,600 at 6%; with 100% employer match about $117,675 at 4% or $78,450 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-10$1,051,298$94,140$9,414iApproximate average salary by contribution assumption: employee only about $235,350 at 4% or $156,900 at 6%; with 50% employer match about $156,900 at 4% or $104,600 at 6%; with 100% employer match about $117,675 at 4% or $78,450 at 6%.
2021110$1,230,106$92,807$9,281iApproximate average salary by contribution assumption: employee only about $232,018 at 4% or $154,678 at 6%; with 50% employer match about $154,678 at 4% or $103,119 at 6%; with 100% employer match about $116,009 at 4% or $77,339 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-10$1,230,106$92,807$9,281iApproximate average salary by contribution assumption: employee only about $232,018 at 4% or $154,678 at 6%; with 50% employer match about $154,678 at 4% or $103,119 at 6%; with 100% employer match about $116,009 at 4% or $77,339 at 6%.
202019$989,791$87,551$9,728iApproximate average salary by contribution assumption: employee only about $243,197 at 4% or $162,131 at 6%; with 50% employer match about $162,131 at 4% or $108,088 at 6%; with 100% employer match about $121,599 at 4% or $81,066 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-9$989,791$87,551$9,728iApproximate average salary by contribution assumption: employee only about $243,197 at 4% or $162,131 at 6%; with 50% employer match about $162,131 at 4% or $108,088 at 6%; with 100% employer match about $121,599 at 4% or $81,066 at 6%.
201919$755,772$55,339$6,149iApproximate average salary by contribution assumption: employee only about $153,719 at 4% or $102,480 at 6%; with 50% employer match about $102,480 at 4% or $68,320 at 6%; with 100% employer match about $76,860 at 4% or $51,240 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-9$755,772$55,339$6,149iApproximate average salary by contribution assumption: employee only about $153,719 at 4% or $102,480 at 6%; with 50% employer match about $102,480 at 4% or $68,320 at 6%; with 100% employer match about $76,860 at 4% or $51,240 at 6%.
201817$658,947$69,626$9,947iApproximate average salary by contribution assumption: employee only about $248,664 at 4% or $165,776 at 6%; with 50% employer match about $165,776 at 4% or $110,517 at 6%; with 100% employer match about $124,332 at 4% or $82,888 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-7$658,947$69,626$9,947iApproximate average salary by contribution assumption: employee only about $248,664 at 4% or $165,776 at 6%; with 50% employer match about $165,776 at 4% or $110,517 at 6%; with 100% employer match about $124,332 at 4% or $82,888 at 6%.
201718$698,295$69,237$8,655iApproximate average salary by contribution assumption: employee only about $216,366 at 4% or $144,244 at 6%; with 50% employer match about $144,244 at 4% or $96,163 at 6%; with 100% employer match about $108,183 at 4% or $72,122 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-8$698,295$69,237$8,655iApproximate average salary by contribution assumption: employee only about $216,366 at 4% or $144,244 at 6%; with 50% employer match about $144,244 at 4% or $96,163 at 6%; with 100% employer match about $108,183 at 4% or $72,122 at 6%.
201618$589,884$67,802$8,475iApproximate average salary by contribution assumption: employee only about $211,881 at 4% or $141,254 at 6%; with 50% employer match about $141,254 at 4% or $94,169 at 6%; with 100% employer match about $105,941 at 4% or $70,627 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-8$589,884$67,802$8,475iApproximate average salary by contribution assumption: employee only about $211,881 at 4% or $141,254 at 6%; with 50% employer match about $141,254 at 4% or $94,169 at 6%; with 100% employer match about $105,941 at 4% or $70,627 at 6%.
201518$504,169$48,793$6,099iApproximate average salary by contribution assumption: employee only about $152,478 at 4% or $101,652 at 6%; with 50% employer match about $101,652 at 4% or $67,768 at 6%; with 100% employer match about $76,239 at 4% or $50,826 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-8$504,169$48,793$6,099iApproximate average salary by contribution assumption: employee only about $152,478 at 4% or $101,652 at 6%; with 50% employer match about $101,652 at 4% or $67,768 at 6%; with 100% employer match about $76,239 at 4% or $50,826 at 6%.
201418$969,866$83,950$10,494iApproximate average salary by contribution assumption: employee only about $262,344 at 4% or $174,896 at 6%; with 50% employer match about $174,896 at 4% or $116,597 at 6%; with 100% employer match about $131,172 at 4% or $87,448 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-8$969,866$83,950$10,494iApproximate average salary by contribution assumption: employee only about $262,344 at 4% or $174,896 at 6%; with 50% employer match about $174,896 at 4% or $116,597 at 6%; with 100% employer match about $131,172 at 4% or $87,448 at 6%.
201318$1,099,651$76,763$9,595iApproximate average salary by contribution assumption: employee only about $239,884 at 4% or $159,923 at 6%; with 50% employer match about $159,923 at 4% or $106,615 at 6%; with 100% employer match about $119,942 at 4% or $79,961 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-8$1,099,651$76,763$9,595iApproximate average salary by contribution assumption: employee only about $239,884 at 4% or $159,923 at 6%; with 50% employer match about $159,923 at 4% or $106,615 at 6%; with 100% employer match about $119,942 at 4% or $79,961 at 6%.
201217$845,431$70,771$10,110iApproximate average salary by contribution assumption: employee only about $252,754 at 4% or $168,502 at 6%; with 50% employer match about $168,502 at 4% or $112,335 at 6%; with 100% employer match about $126,377 at 4% or $84,251 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-7$845,431$70,771$10,110iApproximate average salary by contribution assumption: employee only about $252,754 at 4% or $168,502 at 6%; with 50% employer match about $168,502 at 4% or $112,335 at 6%; with 100% employer match about $126,377 at 4% or $84,251 at 6%.
200917$559,347$67,380$9,626iApproximate average salary by contribution assumption: employee only about $240,643 at 4% or $160,429 at 6%; with 50% employer match about $160,429 at 4% or $106,952 at 6%; with 100% employer match about $120,321 at 4% or $80,214 at 6%.
Lee Law Office PC. 401(K) Profit Sharing Plan & Trust-7$559,347$67,380$9,626iApproximate average salary by contribution assumption: employee only about $240,643 at 4% or $160,429 at 6%; with 50% employer match about $160,429 at 4% or $106,952 at 6%; with 100% employer match about $120,321 at 4% or $80,214 at 6%.