Civic Intelligence

Lee Finance Company LLC

Plan context: Lee Finance Company LLC 401K Plan and Trust

EIN 26-3667714 • Bogalusa, LA • 17 filings • 1 plans

344 Martin Luther King Jr DrBogalusa, LA 70427-4503
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,737,388

2025 Contributions

$7,719

Historical Graphs

Total Assets Over Time

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

$1,737,388$868,694$0200920172025YearValue
$1,737,388Latest year 2025

Participants Over Time

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

740200920172025YearValue
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$1,737,388$7,719$1,103iApproximate average salary by contribution assumption: employee only about $27,568 at 4% or $18,379 at 6%; with 50% employer match about $18,379 at 4% or $12,252 at 6%; with 100% employer match about $13,784 at 4% or $9,189 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,737,388$7,719$1,103iApproximate average salary by contribution assumption: employee only about $27,568 at 4% or $18,379 at 6%; with 50% employer match about $18,379 at 4% or $12,252 at 6%; with 100% employer match about $13,784 at 4% or $9,189 at 6%.
202417$1,597,771$7,532$1,076iApproximate average salary by contribution assumption: employee only about $26,900 at 4% or $17,933 at 6%; with 50% employer match about $17,933 at 4% or $11,956 at 6%; with 100% employer match about $13,450 at 4% or $8,967 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,597,771$7,532$1,076iApproximate average salary by contribution assumption: employee only about $26,900 at 4% or $17,933 at 6%; with 50% employer match about $17,933 at 4% or $11,956 at 6%; with 100% employer match about $13,450 at 4% or $8,967 at 6%.
202317$1,504,553$7,132$1,019iApproximate average salary by contribution assumption: employee only about $25,471 at 4% or $16,981 at 6%; with 50% employer match about $16,981 at 4% or $11,321 at 6%; with 100% employer match about $12,736 at 4% or $8,490 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,504,553$7,132$1,019iApproximate average salary by contribution assumption: employee only about $25,471 at 4% or $16,981 at 6%; with 50% employer match about $16,981 at 4% or $11,321 at 6%; with 100% employer match about $12,736 at 4% or $8,490 at 6%.
202217$1,427,103$7,060$1,009iApproximate average salary by contribution assumption: employee only about $25,214 at 4% or $16,810 at 6%; with 50% employer match about $16,810 at 4% or $11,206 at 6%; with 100% employer match about $12,607 at 4% or $8,405 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,427,103$7,060$1,009iApproximate average salary by contribution assumption: employee only about $25,214 at 4% or $16,810 at 6%; with 50% employer match about $16,810 at 4% or $11,206 at 6%; with 100% employer match about $12,607 at 4% or $8,405 at 6%.
202117$1,378,096$6,944$992iApproximate average salary by contribution assumption: employee only about $24,800 at 4% or $16,533 at 6%; with 50% employer match about $16,533 at 4% or $11,022 at 6%; with 100% employer match about $12,400 at 4% or $8,267 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,378,096$6,944$992iApproximate average salary by contribution assumption: employee only about $24,800 at 4% or $16,533 at 6%; with 50% employer match about $16,533 at 4% or $11,022 at 6%; with 100% employer match about $12,400 at 4% or $8,267 at 6%.
202017$1,308,745$20,243$2,892iApproximate average salary by contribution assumption: employee only about $72,296 at 4% or $48,198 at 6%; with 50% employer match about $48,198 at 4% or $32,132 at 6%; with 100% employer match about $36,148 at 4% or $24,099 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,308,745$20,243$2,892iApproximate average salary by contribution assumption: employee only about $72,296 at 4% or $48,198 at 6%; with 50% employer match about $48,198 at 4% or $32,132 at 6%; with 100% employer match about $36,148 at 4% or $24,099 at 6%.
201917$1,191,925$20,184$2,883iApproximate average salary by contribution assumption: employee only about $72,086 at 4% or $48,057 at 6%; with 50% employer match about $48,057 at 4% or $32,038 at 6%; with 100% employer match about $36,043 at 4% or $24,029 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,191,925$20,184$2,883iApproximate average salary by contribution assumption: employee only about $72,086 at 4% or $48,057 at 6%; with 50% employer match about $48,057 at 4% or $32,038 at 6%; with 100% employer match about $36,043 at 4% or $24,029 at 6%.
201817$1,128,063$19,644$2,806iApproximate average salary by contribution assumption: employee only about $70,157 at 4% or $46,771 at 6%; with 50% employer match about $46,771 at 4% or $31,181 at 6%; with 100% employer match about $35,079 at 4% or $23,386 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,128,063$19,644$2,806iApproximate average salary by contribution assumption: employee only about $70,157 at 4% or $46,771 at 6%; with 50% employer match about $46,771 at 4% or $31,181 at 6%; with 100% employer match about $35,079 at 4% or $23,386 at 6%.
201717$1,088,029$46,735$6,676iApproximate average salary by contribution assumption: employee only about $166,911 at 4% or $111,274 at 6%; with 50% employer match about $111,274 at 4% or $74,183 at 6%; with 100% employer match about $83,455 at 4% or $55,637 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,088,029$46,735$6,676iApproximate average salary by contribution assumption: employee only about $166,911 at 4% or $111,274 at 6%; with 50% employer match about $111,274 at 4% or $74,183 at 6%; with 100% employer match about $83,455 at 4% or $55,637 at 6%.
201617$1,017,587$46,191$6,599iApproximate average salary by contribution assumption: employee only about $164,968 at 4% or $109,979 at 6%; with 50% employer match about $109,979 at 4% or $73,319 at 6%; with 100% employer match about $82,484 at 4% or $54,989 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$1,017,587$46,191$6,599iApproximate average salary by contribution assumption: employee only about $164,968 at 4% or $109,979 at 6%; with 50% employer match about $109,979 at 4% or $73,319 at 6%; with 100% employer match about $82,484 at 4% or $54,989 at 6%.
201517$956,118$46,201$6,600iApproximate average salary by contribution assumption: employee only about $165,004 at 4% or $110,002 at 6%; with 50% employer match about $110,002 at 4% or $73,335 at 6%; with 100% employer match about $82,502 at 4% or $55,001 at 6%.
Lee Finance Company LLC 401K Plan and Trust-7$956,118$46,201$6,600iApproximate average salary by contribution assumption: employee only about $165,004 at 4% or $110,002 at 6%; with 50% employer match about $110,002 at 4% or $73,335 at 6%; with 100% employer match about $82,502 at 4% or $55,001 at 6%.
201416$890,054$41,405$6,901iApproximate average salary by contribution assumption: employee only about $172,521 at 4% or $115,014 at 6%; with 50% employer match about $115,014 at 4% or $76,676 at 6%; with 100% employer match about $86,260 at 4% or $57,507 at 6%.
Lee Finance Company LLC 401K Plan and Trust-6$890,054$41,405$6,901iApproximate average salary by contribution assumption: employee only about $172,521 at 4% or $115,014 at 6%; with 50% employer match about $115,014 at 4% or $76,676 at 6%; with 100% employer match about $86,260 at 4% or $57,507 at 6%.
201316$874,252$41,273$6,879iApproximate average salary by contribution assumption: employee only about $171,971 at 4% or $114,647 at 6%; with 50% employer match about $114,647 at 4% or $76,431 at 6%; with 100% employer match about $85,985 at 4% or $57,324 at 6%.
Lee Finance Company LLC 401K Plan and Trust-6$874,252$41,273$6,879iApproximate average salary by contribution assumption: employee only about $171,971 at 4% or $114,647 at 6%; with 50% employer match about $114,647 at 4% or $76,431 at 6%; with 100% employer match about $85,985 at 4% or $57,324 at 6%.
201215$810,603$39,076$7,815iApproximate average salary by contribution assumption: employee only about $195,380 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,836 at 6%; with 100% employer match about $97,690 at 4% or $65,127 at 6%.
Lee Finance Company LLC 401K Plan and Trust-5$810,603$39,076$7,815iApproximate average salary by contribution assumption: employee only about $195,380 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,836 at 6%; with 100% employer match about $97,690 at 4% or $65,127 at 6%.
201115$755,870$39,946$7,989iApproximate average salary by contribution assumption: employee only about $199,730 at 4% or $133,153 at 6%; with 50% employer match about $133,153 at 4% or $88,769 at 6%; with 100% employer match about $99,865 at 4% or $66,577 at 6%.
Lee Finance Company LLC 401K Plan and Trust-5$755,870$39,946$7,989iApproximate average salary by contribution assumption: employee only about $199,730 at 4% or $133,153 at 6%; with 50% employer match about $133,153 at 4% or $88,769 at 6%; with 100% employer match about $99,865 at 4% or $66,577 at 6%.
201015$745,689$39,859$7,972iApproximate average salary by contribution assumption: employee only about $199,295 at 4% or $132,863 at 6%; with 50% employer match about $132,863 at 4% or $88,576 at 6%; with 100% employer match about $99,648 at 4% or $66,432 at 6%.
Lee Finance Company LLC 401K Plan and Trust-5$745,689$39,859$7,972iApproximate average salary by contribution assumption: employee only about $199,295 at 4% or $132,863 at 6%; with 50% employer match about $132,863 at 4% or $88,576 at 6%; with 100% employer match about $99,648 at 4% or $66,432 at 6%.
200915$701,567$10,879$2,176iApproximate average salary by contribution assumption: employee only about $54,395 at 4% or $36,263 at 6%; with 50% employer match about $36,263 at 4% or $24,176 at 6%; with 100% employer match about $27,198 at 4% or $18,132 at 6%.
Lee Finance Company LLC 401K Plan and Trust-5$701,567$10,879$2,176iApproximate average salary by contribution assumption: employee only about $54,395 at 4% or $36,263 at 6%; with 50% employer match about $36,263 at 4% or $24,176 at 6%; with 100% employer match about $27,198 at 4% or $18,132 at 6%.