Lee Briggs & Associates Inc.
Plan context: Lee Briggs & Associates Inc. Cash Balance Plan
EIN 38-3786129 • Beaumont, TX • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$559,161
2025 Contributions
$189,432
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 | 11 | $559,161 | $189,432 | $17,221iApproximate average salary by contribution assumption: employee only about $430,527 at 4% or $287,018 at 6%; with 50% employer match about $287,018 at 4% or $191,345 at 6%; with 100% employer match about $215,264 at 4% or $143,509 at 6%. |
| Lee Briggs & Associates Inc. Cash Balance Plan | - | 11 | $559,161 | $189,432 | $17,221iApproximate average salary by contribution assumption: employee only about $430,527 at 4% or $287,018 at 6%; with 50% employer match about $287,018 at 4% or $191,345 at 6%; with 100% employer match about $215,264 at 4% or $143,509 at 6%. |
| 2024 | 2 | 14 | $444,366 | $240,049 | $17,146iApproximate average salary by contribution assumption: employee only about $428,659 at 4% or $285,773 at 6%; with 50% employer match about $285,773 at 4% or $190,515 at 6%; with 100% employer match about $214,329 at 4% or $142,886 at 6%. |
| Lee Briggs & Associates Inc. Cash Balance Plan | - | 11 | $344,140 | $141,968 | $12,906iApproximate average salary by contribution assumption: employee only about $322,655 at 4% or $215,103 at 6%; with 50% employer match about $215,103 at 4% or $143,402 at 6%; with 100% employer match about $161,327 at 4% or $107,552 at 6%. |
| Lee Briggs & Associates Inc. 401(K) Profit Sharing Plan | - | 14 | $100,226 | $98,081 | $7,006iApproximate average salary by contribution assumption: employee only about $175,145 at 4% or $116,763 at 6%; with 50% employer match about $116,763 at 4% or $77,842 at 6%; with 100% employer match about $87,572 at 4% or $58,382 at 6%. |
| 2023 | 2 | 12 | $193,866 | $193,866 | $16,156iApproximate average salary by contribution assumption: employee only about $403,888 at 4% or $269,258 at 6%; with 50% employer match about $269,258 at 4% or $179,506 at 6%; with 100% employer match about $201,944 at 4% or $134,629 at 6%. |
| Lee Briggs & Associates Inc. Cash Balance Plan | - | 12 | $193,866 | $193,866 | $16,156iApproximate average salary by contribution assumption: employee only about $403,888 at 4% or $269,258 at 6%; with 50% employer match about $269,258 at 4% or $179,506 at 6%; with 100% employer match about $201,944 at 4% or $134,629 at 6%. |
| Lee Briggs & Associates Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |