Civic Intelligence

Robert E. Lee & Associates Inc.

Plan context: Robert E. Lee & Associates Inc. Salary Savings Plan

EIN 39-1171611 • Little Chute, WI • 25 filings • 4 plans

107 W Main StLittle Chute, WI 54140
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$11,691,060

2024 Contributions

$720,199

Historical Graphs

Total Assets Over Time

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

$11,691,060$5,845,530$0199920162024YearValue
$11,691,060Latest year 2024

Participants Over Time

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

66330199920122024YearValue
66Latest 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
2024166$11,691,060$720,199$10,912iApproximate average salary by contribution assumption: employee only about $272,803 at 4% or $181,868 at 6%; with 50% employer match about $181,868 at 4% or $121,246 at 6%; with 100% employer match about $136,401 at 4% or $90,934 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-66$11,691,060$720,199$10,912iApproximate average salary by contribution assumption: employee only about $272,803 at 4% or $181,868 at 6%; with 50% employer match about $181,868 at 4% or $121,246 at 6%; with 100% employer match about $136,401 at 4% or $90,934 at 6%.
2023159$9,962,345$584,143$9,901iApproximate average salary by contribution assumption: employee only about $247,518 at 4% or $165,012 at 6%; with 50% employer match about $165,012 at 4% or $110,008 at 6%; with 100% employer match about $123,759 at 4% or $82,506 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-59$9,962,345$584,143$9,901iApproximate average salary by contribution assumption: employee only about $247,518 at 4% or $165,012 at 6%; with 50% employer match about $165,012 at 4% or $110,008 at 6%; with 100% employer match about $123,759 at 4% or $82,506 at 6%.
2022160$8,583,235$635,046$10,584iApproximate average salary by contribution assumption: employee only about $264,603 at 4% or $176,402 at 6%; with 50% employer match about $176,402 at 4% or $117,601 at 6%; with 100% employer match about $132,301 at 4% or $88,201 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-60$8,583,235$635,046$10,584iApproximate average salary by contribution assumption: employee only about $264,603 at 4% or $176,402 at 6%; with 50% employer match about $176,402 at 4% or $117,601 at 6%; with 100% employer match about $132,301 at 4% or $88,201 at 6%.
2021158$8,503,130$547,571$9,441iApproximate average salary by contribution assumption: employee only about $236,022 at 4% or $157,348 at 6%; with 50% employer match about $157,348 at 4% or $104,899 at 6%; with 100% employer match about $118,011 at 4% or $78,674 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-58$8,503,130$547,571$9,441iApproximate average salary by contribution assumption: employee only about $236,022 at 4% or $157,348 at 6%; with 50% employer match about $157,348 at 4% or $104,899 at 6%; with 100% employer match about $118,011 at 4% or $78,674 at 6%.
2020158$9,080,447$537,003$9,259iApproximate average salary by contribution assumption: employee only about $231,467 at 4% or $154,311 at 6%; with 50% employer match about $154,311 at 4% or $102,874 at 6%; with 100% employer match about $115,733 at 4% or $77,156 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-58$9,080,447$537,003$9,259iApproximate average salary by contribution assumption: employee only about $231,467 at 4% or $154,311 at 6%; with 50% employer match about $154,311 at 4% or $102,874 at 6%; with 100% employer match about $115,733 at 4% or $77,156 at 6%.
2019153$7,962,935$496,683$9,371iApproximate average salary by contribution assumption: employee only about $234,284 at 4% or $156,190 at 6%; with 50% employer match about $156,190 at 4% or $104,126 at 6%; with 100% employer match about $117,142 at 4% or $78,095 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-53$7,962,935$496,683$9,371iApproximate average salary by contribution assumption: employee only about $234,284 at 4% or $156,190 at 6%; with 50% employer match about $156,190 at 4% or $104,126 at 6%; with 100% employer match about $117,142 at 4% or $78,095 at 6%.
2018155$7,051,607$469,491$8,536iApproximate average salary by contribution assumption: employee only about $213,405 at 4% or $142,270 at 6%; with 50% employer match about $142,270 at 4% or $94,847 at 6%; with 100% employer match about $106,703 at 4% or $71,135 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-55$7,051,607$469,491$8,536iApproximate average salary by contribution assumption: employee only about $213,405 at 4% or $142,270 at 6%; with 50% employer match about $142,270 at 4% or $94,847 at 6%; with 100% employer match about $106,703 at 4% or $71,135 at 6%.
2017151$6,118,654$434,238$8,514iApproximate average salary by contribution assumption: employee only about $212,862 at 4% or $141,908 at 6%; with 50% employer match about $141,908 at 4% or $94,605 at 6%; with 100% employer match about $106,431 at 4% or $70,954 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-51$6,118,654$434,238$8,514iApproximate average salary by contribution assumption: employee only about $212,862 at 4% or $141,908 at 6%; with 50% employer match about $141,908 at 4% or $94,605 at 6%; with 100% employer match about $106,431 at 4% or $70,954 at 6%.
2016156$6,280,104$428,306$7,648iApproximate average salary by contribution assumption: employee only about $191,208 at 4% or $127,472 at 6%; with 50% employer match about $127,472 at 4% or $84,981 at 6%; with 100% employer match about $95,604 at 4% or $63,736 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-56$6,280,104$428,306$7,648iApproximate average salary by contribution assumption: employee only about $191,208 at 4% or $127,472 at 6%; with 50% employer match about $127,472 at 4% or $84,981 at 6%; with 100% employer match about $95,604 at 4% or $63,736 at 6%.
2015158$5,153,411$398,344$6,868iApproximate average salary by contribution assumption: employee only about $171,700 at 4% or $114,467 at 6%; with 50% employer match about $114,467 at 4% or $76,311 at 6%; with 100% employer match about $85,850 at 4% or $57,233 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-58$5,153,411$398,344$6,868iApproximate average salary by contribution assumption: employee only about $171,700 at 4% or $114,467 at 6%; with 50% employer match about $114,467 at 4% or $76,311 at 6%; with 100% employer match about $85,850 at 4% or $57,233 at 6%.
2014152$4,800,741$323,690$6,225iApproximate average salary by contribution assumption: employee only about $155,620 at 4% or $103,747 at 6%; with 50% employer match about $103,747 at 4% or $69,165 at 6%; with 100% employer match about $77,810 at 4% or $51,873 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-52$4,800,741$323,690$6,225iApproximate average salary by contribution assumption: employee only about $155,620 at 4% or $103,747 at 6%; with 50% employer match about $103,747 at 4% or $69,165 at 6%; with 100% employer match about $77,810 at 4% or $51,873 at 6%.
2013149$4,558,310$382,337$7,803iApproximate average salary by contribution assumption: employee only about $195,070 at 4% or $130,047 at 6%; with 50% employer match about $130,047 at 4% or $86,698 at 6%; with 100% employer match about $97,535 at 4% or $65,023 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-49$4,558,310$382,337$7,803iApproximate average salary by contribution assumption: employee only about $195,070 at 4% or $130,047 at 6%; with 50% employer match about $130,047 at 4% or $86,698 at 6%; with 100% employer match about $97,535 at 4% or $65,023 at 6%.
2012151$4,077,827$222,388$4,361iApproximate average salary by contribution assumption: employee only about $109,014 at 4% or $72,676 at 6%; with 50% employer match about $72,676 at 4% or $48,451 at 6%; with 100% employer match about $54,507 at 4% or $36,338 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-51$4,077,827$222,388$4,361iApproximate average salary by contribution assumption: employee only about $109,014 at 4% or $72,676 at 6%; with 50% employer match about $72,676 at 4% or $48,451 at 6%; with 100% employer match about $54,507 at 4% or $36,338 at 6%.
2011156$3,776,117$237,619$4,243iApproximate average salary by contribution assumption: employee only about $106,080 at 4% or $70,720 at 6%; with 50% employer match about $70,720 at 4% or $47,147 at 6%; with 100% employer match about $53,040 at 4% or $35,360 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-56$3,776,117$237,619$4,243iApproximate average salary by contribution assumption: employee only about $106,080 at 4% or $70,720 at 6%; with 50% employer match about $70,720 at 4% or $47,147 at 6%; with 100% employer match about $53,040 at 4% or $35,360 at 6%.
2010154$3,267,111$268,741$4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,945 at 6%; with 50% employer match about $82,945 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,472 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-54$3,267,111$268,741$4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,945 at 6%; with 50% employer match about $82,945 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,472 at 6%.
2009147$3,151,578$265,810$5,656iApproximate average salary by contribution assumption: employee only about $141,388 at 4% or $94,259 at 6%; with 50% employer match about $94,259 at 4% or $62,839 at 6%; with 100% employer match about $70,694 at 4% or $47,129 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-47$3,151,578$265,810$5,656iApproximate average salary by contribution assumption: employee only about $141,388 at 4% or $94,259 at 6%; with 50% employer match about $94,259 at 4% or $62,839 at 6%; with 100% employer match about $70,694 at 4% or $47,129 at 6%.
2007134$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-34---
2006130$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-30---
2005139$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-39---
2004148$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-48---
2003144$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-44---
2002147$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-47---
2001148$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-48---
2000161$0$0-
Robert E. Lee & Associates Inc. Salary Savings Plan-61---
1999160$4,348,456$382,457$6,374iApproximate average salary by contribution assumption: employee only about $159,357 at 4% or $106,238 at 6%; with 50% employer match about $106,238 at 4% or $70,825 at 6%; with 100% employer match about $79,679 at 4% or $53,119 at 6%.
Robert E. Lee & Associates Inc. Salary Savings Plan-60$4,348,456$382,457$6,374iApproximate average salary by contribution assumption: employee only about $159,357 at 4% or $106,238 at 6%; with 50% employer match about $106,238 at 4% or $70,825 at 6%; with 100% employer match about $79,679 at 4% or $53,119 at 6%.