Civic Intelligence

Jeffrey J. Lee'S Company

Plan context: Jeffrey J. Lee'S Company Retirement Plan

EIN 26-3846276 • Oakland, CA • 12 filings • 1 plans

370 Grand Avenue Suite 1Oakland, CA 94610
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$152,886

2025 Contributions

$2,726

Historical Graphs

Total Assets Over Time

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

$867,929$433,965$0201420192024YearValue
$152,886Latest year 2024

Participants Over Time

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

1160201420192024YearValue
6Latest 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
202510$0$0-
Jeffrey J. Lee'S Company Retirement Plan-0$0$0-
202416$152,886$2,726$454iApproximate average salary by contribution assumption: employee only about $11,358 at 4% or $7,572 at 6%; with 50% employer match about $7,572 at 4% or $5,048 at 6%; with 100% employer match about $5,679 at 4% or $3,786 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-6$152,886$2,726$454iApproximate average salary by contribution assumption: employee only about $11,358 at 4% or $7,572 at 6%; with 50% employer match about $7,572 at 4% or $5,048 at 6%; with 100% employer match about $5,679 at 4% or $3,786 at 6%.
202319$867,929$83,393$9,266iApproximate average salary by contribution assumption: employee only about $231,647 at 4% or $154,431 at 6%; with 50% employer match about $154,431 at 4% or $102,954 at 6%; with 100% employer match about $115,824 at 4% or $77,216 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-9$867,929$83,393$9,266iApproximate average salary by contribution assumption: employee only about $231,647 at 4% or $154,431 at 6%; with 50% employer match about $154,431 at 4% or $102,954 at 6%; with 100% employer match about $115,824 at 4% or $77,216 at 6%.
202219$679,051$81,431$9,048iApproximate average salary by contribution assumption: employee only about $226,197 at 4% or $150,798 at 6%; with 50% employer match about $150,798 at 4% or $100,532 at 6%; with 100% employer match about $113,099 at 4% or $75,399 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-9$679,051$81,431$9,048iApproximate average salary by contribution assumption: employee only about $226,197 at 4% or $150,798 at 6%; with 50% employer match about $150,798 at 4% or $100,532 at 6%; with 100% employer match about $113,099 at 4% or $75,399 at 6%.
202119$646,400$80,248$8,916iApproximate average salary by contribution assumption: employee only about $222,911 at 4% or $148,607 at 6%; with 50% employer match about $148,607 at 4% or $99,072 at 6%; with 100% employer match about $111,456 at 4% or $74,304 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-9$646,400$80,248$8,916iApproximate average salary by contribution assumption: employee only about $222,911 at 4% or $148,607 at 6%; with 50% employer match about $148,607 at 4% or $99,072 at 6%; with 100% employer match about $111,456 at 4% or $74,304 at 6%.
202019$496,847$55,227$6,136iApproximate average salary by contribution assumption: employee only about $153,408 at 4% or $102,272 at 6%; with 50% employer match about $102,272 at 4% or $68,181 at 6%; with 100% employer match about $76,704 at 4% or $51,136 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-9$496,847$55,227$6,136iApproximate average salary by contribution assumption: employee only about $153,408 at 4% or $102,272 at 6%; with 50% employer match about $102,272 at 4% or $68,181 at 6%; with 100% employer match about $76,704 at 4% or $51,136 at 6%.
2019111$494,613$77,743$7,068iApproximate average salary by contribution assumption: employee only about $176,689 at 4% or $117,792 at 6%; with 50% employer match about $117,792 at 4% or $78,528 at 6%; with 100% employer match about $88,344 at 4% or $58,896 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-11$494,613$77,743$7,068iApproximate average salary by contribution assumption: employee only about $176,689 at 4% or $117,792 at 6%; with 50% employer match about $117,792 at 4% or $78,528 at 6%; with 100% employer match about $88,344 at 4% or $58,896 at 6%.
2018111$373,495$38,597$3,509iApproximate average salary by contribution assumption: employee only about $87,720 at 4% or $58,480 at 6%; with 50% employer match about $58,480 at 4% or $38,987 at 6%; with 100% employer match about $43,860 at 4% or $29,240 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-11$373,495$38,597$3,509iApproximate average salary by contribution assumption: employee only about $87,720 at 4% or $58,480 at 6%; with 50% employer match about $58,480 at 4% or $38,987 at 6%; with 100% employer match about $43,860 at 4% or $29,240 at 6%.
2017110$372,022$81,821$8,182iApproximate average salary by contribution assumption: employee only about $204,553 at 4% or $136,368 at 6%; with 50% employer match about $136,368 at 4% or $90,912 at 6%; with 100% employer match about $102,276 at 4% or $68,184 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-10$372,022$81,821$8,182iApproximate average salary by contribution assumption: employee only about $204,553 at 4% or $136,368 at 6%; with 50% employer match about $136,368 at 4% or $90,912 at 6%; with 100% employer match about $102,276 at 4% or $68,184 at 6%.
201619$264,076$92,151$10,239iApproximate average salary by contribution assumption: employee only about $255,975 at 4% or $170,650 at 6%; with 50% employer match about $170,650 at 4% or $113,767 at 6%; with 100% employer match about $127,988 at 4% or $85,325 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-9$264,076$92,151$10,239iApproximate average salary by contribution assumption: employee only about $255,975 at 4% or $170,650 at 6%; with 50% employer match about $170,650 at 4% or $113,767 at 6%; with 100% employer match about $127,988 at 4% or $85,325 at 6%.
201518$164,437$100,039$12,505iApproximate average salary by contribution assumption: employee only about $312,622 at 4% or $208,415 at 6%; with 50% employer match about $208,415 at 4% or $138,943 at 6%; with 100% employer match about $156,311 at 4% or $104,207 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-8$164,437$100,039$12,505iApproximate average salary by contribution assumption: employee only about $312,622 at 4% or $208,415 at 6%; with 50% employer match about $208,415 at 4% or $138,943 at 6%; with 100% employer match about $156,311 at 4% or $104,207 at 6%.
201417$72,597$72,597$10,371iApproximate average salary by contribution assumption: employee only about $259,275 at 4% or $172,850 at 6%; with 50% employer match about $172,850 at 4% or $115,233 at 6%; with 100% employer match about $129,638 at 4% or $86,425 at 6%.
Jeffrey J. Lee'S Company Retirement Plan-7$72,597$72,597$10,371iApproximate average salary by contribution assumption: employee only about $259,275 at 4% or $172,850 at 6%; with 50% employer match about $172,850 at 4% or $115,233 at 6%; with 100% employer match about $129,638 at 4% or $86,425 at 6%.