Lee Associates - Palm Desert
Plan context: Lee & Associates - Pd Company 401(K) Plan
EIN 45-4634019 • Palm Desert, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$176,862
2019 Contributions
$453
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $453 | - |
| Lee & Associates - Pd Company 401(K) Plan | - | 0 | $0 | $453 | - |
| 2018 | 1 | 1 | $176,862 | $32,746 | $32,746iApproximate average salary by contribution assumption: employee only about $818,650 at 4% or $545,767 at 6%; with 50% employer match about $545,767 at 4% or $363,844 at 6%; with 100% employer match about $409,325 at 4% or $272,883 at 6%. |
| Lee & Associates - Pd Company 401(K) Plan | - | 1 | $176,862 | $32,746 | $32,746iApproximate average salary by contribution assumption: employee only about $818,650 at 4% or $545,767 at 6%; with 50% employer match about $545,767 at 4% or $363,844 at 6%; with 100% employer match about $409,325 at 4% or $272,883 at 6%. |
| 2017 | 1 | 1 | $150,502 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Lee & Associates - Pd Company 401(K) Plan | - | 1 | $150,502 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2016 | 1 | 1 | $114,176 | $0 | - |
| Lee & Associates - Pd Company 401(K) Plan | - | 1 | $114,176 | - | - |
| 2015 | 1 | 1 | $109,888 | $0 | - |
| Lee & Associates - Pd Company 401(K) Plan | - | 1 | $109,888 | - | - |
| 2014 | 1 | 1 | $109,152 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| Lee & Associates - Pd Company 401(K) Plan | - | 1 | $109,152 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |