Civic Intelligence

Lee Wealth Management Group LLC

Plan context: Lee Wealth Management Group LLC 401(K) Profit Sharing Plan

EIN 26-1667542 • 10 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,194,929

2024 Contributions

$83,440

Historical Graphs

Total Assets Over Time

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

$1,194,929$597,465$0201520202024YearValue
$1,194,929Latest year 2024

Participants Over Time

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

210201520202024YearValue
2Latest year 2024

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
202412$1,194,929$83,440$41,720iApproximate average salary by contribution assumption: employee only about $1,043,000 at 4% or $695,333 at 6%; with 50% employer match about $695,333 at 4% or $463,556 at 6%; with 100% employer match about $521,500 at 4% or $347,667 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-2$1,194,929$83,440$41,720iApproximate average salary by contribution assumption: employee only about $1,043,000 at 4% or $695,333 at 6%; with 50% employer match about $695,333 at 4% or $463,556 at 6%; with 100% employer match about $521,500 at 4% or $347,667 at 6%.
202312$908,321$77,612$38,806iApproximate average salary by contribution assumption: employee only about $970,150 at 4% or $646,767 at 6%; with 50% employer match about $646,767 at 4% or $431,178 at 6%; with 100% employer match about $485,075 at 4% or $323,383 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-2$908,321$77,612$38,806iApproximate average salary by contribution assumption: employee only about $970,150 at 4% or $646,767 at 6%; with 50% employer match about $646,767 at 4% or $431,178 at 6%; with 100% employer match about $485,075 at 4% or $323,383 at 6%.
202211$673,550$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-1$673,550$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
202111$788,302$67,687$67,687iApproximate average salary by contribution assumption: employee only about $1,692,175 at 4% or $1,128,117 at 6%; with 50% employer match about $1,128,117 at 4% or $752,078 at 6%; with 100% employer match about $846,088 at 4% or $564,058 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-1$788,302$67,687$67,687iApproximate average salary by contribution assumption: employee only about $1,692,175 at 4% or $1,128,117 at 6%; with 50% employer match about $1,128,117 at 4% or $752,078 at 6%; with 100% employer match about $846,088 at 4% or $564,058 at 6%.
202012$621,976$64,374$32,187iApproximate average salary by contribution assumption: employee only about $804,675 at 4% or $536,450 at 6%; with 50% employer match about $536,450 at 4% or $357,633 at 6%; with 100% employer match about $402,338 at 4% or $268,225 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-2$621,976$64,374$32,187iApproximate average salary by contribution assumption: employee only about $804,675 at 4% or $536,450 at 6%; with 50% employer match about $536,450 at 4% or $357,633 at 6%; with 100% employer match about $402,338 at 4% or $268,225 at 6%.
201912$419,201$46,847$23,424iApproximate average salary by contribution assumption: employee only about $585,588 at 4% or $390,392 at 6%; with 50% employer match about $390,392 at 4% or $260,261 at 6%; with 100% employer match about $292,794 at 4% or $195,196 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-2$419,201$46,847$23,424iApproximate average salary by contribution assumption: employee only about $585,588 at 4% or $390,392 at 6%; with 50% employer match about $390,392 at 4% or $260,261 at 6%; with 100% employer match about $292,794 at 4% or $195,196 at 6%.
201811$288,648$57,916$57,916iApproximate average salary by contribution assumption: employee only about $1,447,900 at 4% or $965,267 at 6%; with 50% employer match about $965,267 at 4% or $643,511 at 6%; with 100% employer match about $723,950 at 4% or $482,633 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-1$288,648$57,916$57,916iApproximate average salary by contribution assumption: employee only about $1,447,900 at 4% or $965,267 at 6%; with 50% employer match about $965,267 at 4% or $643,511 at 6%; with 100% employer match about $723,950 at 4% or $482,633 at 6%.
201711$246,661$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-1$246,661$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201611$175,302$58,358$58,358iApproximate average salary by contribution assumption: employee only about $1,458,950 at 4% or $972,633 at 6%; with 50% employer match about $972,633 at 4% or $648,422 at 6%; with 100% employer match about $729,475 at 4% or $486,317 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-1$175,302$58,358$58,358iApproximate average salary by contribution assumption: employee only about $1,458,950 at 4% or $972,633 at 6%; with 50% employer match about $972,633 at 4% or $648,422 at 6%; with 100% employer match about $729,475 at 4% or $486,317 at 6%.
201512$115,442$122,028$61,014iApproximate average salary by contribution assumption: employee only about $1,525,350 at 4% or $1,016,900 at 6%; with 50% employer match about $1,016,900 at 4% or $677,933 at 6%; with 100% employer match about $762,675 at 4% or $508,450 at 6%.
Lee Wealth Management Group LLC 401(K) Profit Sharing Plan-2$115,442$122,028$61,014iApproximate average salary by contribution assumption: employee only about $1,525,350 at 4% or $1,016,900 at 6%; with 50% employer match about $1,016,900 at 4% or $677,933 at 6%; with 100% employer match about $762,675 at 4% or $508,450 at 6%.