DR NORMAN E LEE LLC
Plan context: DR NORMAN E LEE LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 27-1066273 • Newton Center, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$127,802
2025 Contributions
$34,701
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $127,802 | $34,701 | $8,675iApproximate average salary by contribution assumption: employee only about $216,881 at 4% or $144,588 at 6%; with 50% employer match about $144,588 at 4% or $96,392 at 6%; with 100% employer match about $108,441 at 4% or $72,294 at 6%. |
| DR NORMAN E LEE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $127,802 | $34,701 | $8,675iApproximate average salary by contribution assumption: employee only about $216,881 at 4% or $144,588 at 6%; with 50% employer match about $144,588 at 4% or $96,392 at 6%; with 100% employer match about $108,441 at 4% or $72,294 at 6%. |
| 2024 | 1 | 3 | $79,883 | $2,076 | $692iApproximate average salary by contribution assumption: employee only about $17,300 at 4% or $11,533 at 6%; with 50% employer match about $11,533 at 4% or $7,689 at 6%; with 100% employer match about $8,650 at 4% or $5,767 at 6%. |
| DR NORMAN E LEE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $79,883 | $2,076 | $692iApproximate average salary by contribution assumption: employee only about $17,300 at 4% or $11,533 at 6%; with 50% employer match about $11,533 at 4% or $7,689 at 6%; with 100% employer match about $8,650 at 4% or $5,767 at 6%. |
| 2023 | 1 | 3 | $65,627 | $34,305 | $11,435iApproximate average salary by contribution assumption: employee only about $285,875 at 4% or $190,583 at 6%; with 50% employer match about $190,583 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%. |
| DR NORMAN E LEE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $65,627 | $34,305 | $11,435iApproximate average salary by contribution assumption: employee only about $285,875 at 4% or $190,583 at 6%; with 50% employer match about $190,583 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%. |
| 2022 | 1 | 4 | $24,027 | $22,923 | $5,731iApproximate average salary by contribution assumption: employee only about $143,269 at 4% or $95,513 at 6%; with 50% employer match about $95,513 at 4% or $63,675 at 6%; with 100% employer match about $71,634 at 4% or $47,756 at 6%. |
| DR NORMAN E LEE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $24,027 | $22,923 | $5,731iApproximate average salary by contribution assumption: employee only about $143,269 at 4% or $95,513 at 6%; with 50% employer match about $95,513 at 4% or $63,675 at 6%; with 100% employer match about $71,634 at 4% or $47,756 at 6%. |
| 2021 | 1 | 2 | $2,540 | $2,639 | $1,320iApproximate average salary by contribution assumption: employee only about $32,988 at 4% or $21,992 at 6%; with 50% employer match about $21,992 at 4% or $14,661 at 6%; with 100% employer match about $16,494 at 4% or $10,996 at 6%. |
| DR NORMAN E LEE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $2,540 | $2,639 | $1,320iApproximate average salary by contribution assumption: employee only about $32,988 at 4% or $21,992 at 6%; with 50% employer match about $21,992 at 4% or $14,661 at 6%; with 100% employer match about $16,494 at 4% or $10,996 at 6%. |