Civic Intelligence

Robert Lee & Associates LLP

Plan context: Robert Lee Associates LLP 401 K Profit Sharing Plan Trust

EIN 27-1155496 • San Jose, CA • 14 filings • 2 plans

999 W Taylor StreetSte ASan Jose, CA 95126-1861
Current Snapshot

Latest Year

2023

2023 Participants

82

2023 Assets

$3,676,515

2023 Contributions

$696,222

Historical Graphs

Total Assets Over Time

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

$3,676,515$1,838,258$0201020172023YearValue
$3,676,515Latest year 2023

Participants Over Time

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

82410201020172023YearValue
82Latest year 2023

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
2023182$3,676,515$696,222$8,491iApproximate average salary by contribution assumption: employee only about $212,263 at 4% or $141,509 at 6%; with 50% employer match about $141,509 at 4% or $94,339 at 6%; with 100% employer match about $106,131 at 4% or $70,754 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-82$3,676,515$696,222$8,491iApproximate average salary by contribution assumption: employee only about $212,263 at 4% or $141,509 at 6%; with 50% employer match about $141,509 at 4% or $94,339 at 6%; with 100% employer match about $106,131 at 4% or $70,754 at 6%.
2022177$2,482,194$632,311$8,212iApproximate average salary by contribution assumption: employee only about $205,296 at 4% or $136,864 at 6%; with 50% employer match about $136,864 at 4% or $91,243 at 6%; with 100% employer match about $102,648 at 4% or $68,432 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-77$2,482,194$632,311$8,212iApproximate average salary by contribution assumption: employee only about $205,296 at 4% or $136,864 at 6%; with 50% employer match about $136,864 at 4% or $91,243 at 6%; with 100% employer match about $102,648 at 4% or $68,432 at 6%.
2021160$2,323,774$589,744$9,829iApproximate average salary by contribution assumption: employee only about $245,727 at 4% or $163,818 at 6%; with 50% employer match about $163,818 at 4% or $109,212 at 6%; with 100% employer match about $122,863 at 4% or $81,909 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-60$2,323,774$589,744$9,829iApproximate average salary by contribution assumption: employee only about $245,727 at 4% or $163,818 at 6%; with 50% employer match about $163,818 at 4% or $109,212 at 6%; with 100% employer match about $122,863 at 4% or $81,909 at 6%.
2020147$1,592,056$365,315$7,773iApproximate average salary by contribution assumption: employee only about $194,316 at 4% or $129,544 at 6%; with 50% employer match about $129,544 at 4% or $86,363 at 6%; with 100% employer match about $97,158 at 4% or $64,772 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-47$1,592,056$365,315$7,773iApproximate average salary by contribution assumption: employee only about $194,316 at 4% or $129,544 at 6%; with 50% employer match about $129,544 at 4% or $86,363 at 6%; with 100% employer match about $97,158 at 4% or $64,772 at 6%.
2019135$1,322,828$327,763$9,365iApproximate average salary by contribution assumption: employee only about $234,116 at 4% or $156,078 at 6%; with 50% employer match about $156,078 at 4% or $104,052 at 6%; with 100% employer match about $117,058 at 4% or $78,039 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-35$1,322,828$327,763$9,365iApproximate average salary by contribution assumption: employee only about $234,116 at 4% or $156,078 at 6%; with 50% employer match about $156,078 at 4% or $104,052 at 6%; with 100% employer match about $117,058 at 4% or $78,039 at 6%.
2018124$1,076,744$262,868$10,953iApproximate average salary by contribution assumption: employee only about $273,821 at 4% or $182,547 at 6%; with 50% employer match about $182,547 at 4% or $121,698 at 6%; with 100% employer match about $136,910 at 4% or $91,274 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-24$1,076,744$262,868$10,953iApproximate average salary by contribution assumption: employee only about $273,821 at 4% or $182,547 at 6%; with 50% employer match about $182,547 at 4% or $121,698 at 6%; with 100% employer match about $136,910 at 4% or $91,274 at 6%.
2017118$901,180$202,194$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-18$901,180$202,194$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
2016117$587,826$145,647$8,567iApproximate average salary by contribution assumption: employee only about $214,187 at 4% or $142,791 at 6%; with 50% employer match about $142,791 at 4% or $95,194 at 6%; with 100% employer match about $107,093 at 4% or $71,396 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-17$587,826$145,647$8,567iApproximate average salary by contribution assumption: employee only about $214,187 at 4% or $142,791 at 6%; with 50% employer match about $142,791 at 4% or $95,194 at 6%; with 100% employer match about $107,093 at 4% or $71,396 at 6%.
2015113$421,648$111,475$8,575iApproximate average salary by contribution assumption: employee only about $214,375 at 4% or $142,917 at 6%; with 50% employer match about $142,917 at 4% or $95,278 at 6%; with 100% employer match about $107,188 at 4% or $71,458 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-13$421,648$111,475$8,575iApproximate average salary by contribution assumption: employee only about $214,375 at 4% or $142,917 at 6%; with 50% employer match about $142,917 at 4% or $95,278 at 6%; with 100% employer match about $107,188 at 4% or $71,458 at 6%.
2014113$441,670$100,434$7,726iApproximate average salary by contribution assumption: employee only about $193,142 at 4% or $128,762 at 6%; with 50% employer match about $128,762 at 4% or $85,841 at 6%; with 100% employer match about $96,571 at 4% or $64,381 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-13$441,670$100,434$7,726iApproximate average salary by contribution assumption: employee only about $193,142 at 4% or $128,762 at 6%; with 50% employer match about $128,762 at 4% or $85,841 at 6%; with 100% employer match about $96,571 at 4% or $64,381 at 6%.
201317$318,880$87,013$12,430iApproximate average salary by contribution assumption: employee only about $310,761 at 4% or $207,174 at 6%; with 50% employer match about $207,174 at 4% or $138,116 at 6%; with 100% employer match about $155,380 at 4% or $103,587 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-7$318,880$87,013$12,430iApproximate average salary by contribution assumption: employee only about $310,761 at 4% or $207,174 at 6%; with 50% employer match about $207,174 at 4% or $138,116 at 6%; with 100% employer match about $155,380 at 4% or $103,587 at 6%.
201216$188,308$73,779$12,297iApproximate average salary by contribution assumption: employee only about $307,413 at 4% or $204,942 at 6%; with 50% employer match about $204,942 at 4% or $136,628 at 6%; with 100% employer match about $153,706 at 4% or $102,471 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-6$188,308$73,779$12,297iApproximate average salary by contribution assumption: employee only about $307,413 at 4% or $204,942 at 6%; with 50% employer match about $204,942 at 4% or $136,628 at 6%; with 100% employer match about $153,706 at 4% or $102,471 at 6%.
201116$97,890$95,335$15,889iApproximate average salary by contribution assumption: employee only about $397,229 at 4% or $264,819 at 6%; with 50% employer match about $264,819 at 4% or $176,546 at 6%; with 100% employer match about $198,615 at 4% or $132,410 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-6$97,890$95,335$15,889iApproximate average salary by contribution assumption: employee only about $397,229 at 4% or $264,819 at 6%; with 50% employer match about $264,819 at 4% or $176,546 at 6%; with 100% employer match about $198,615 at 4% or $132,410 at 6%.
201013$2,375$2,333$778iApproximate average salary by contribution assumption: employee only about $19,442 at 4% or $12,961 at 6%; with 50% employer match about $12,961 at 4% or $8,641 at 6%; with 100% employer match about $9,721 at 4% or $6,481 at 6%.
Robert Lee Associates LLP 401 K Profit Sharing Plan Trust-3$2,375$2,333$778iApproximate average salary by contribution assumption: employee only about $19,442 at 4% or $12,961 at 6%; with 50% employer match about $12,961 at 4% or $8,641 at 6%; with 100% employer match about $9,721 at 4% or $6,481 at 6%.