Civic Intelligence

Lee & Associates - Central Florida LLC

Plan context: Lee & Associates - Central Florida LLC 401(K) Plan

EIN 45-4902476 • Orlando, FL • 11 filings • 1 plans

1017 E South StOrlando, FL 32801
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,236,036

2024 Contributions

$86,633

Historical Graphs

Total Assets Over Time

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

$1,236,036$618,018$0201420192024YearValue
$1,236,036Latest year 2024

Participants Over Time

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

740201420192024YearValue
7Latest 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
202417$1,236,036$86,633$12,376iApproximate average salary by contribution assumption: employee only about $309,404 at 4% or $206,269 at 6%; with 50% employer match about $206,269 at 4% or $137,513 at 6%; with 100% employer match about $154,702 at 4% or $103,135 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-7$1,236,036$86,633$12,376iApproximate average salary by contribution assumption: employee only about $309,404 at 4% or $206,269 at 6%; with 50% employer match about $206,269 at 4% or $137,513 at 6%; with 100% employer match about $154,702 at 4% or $103,135 at 6%.
202315$996,327$152,050$30,410iApproximate average salary by contribution assumption: employee only about $760,250 at 4% or $506,833 at 6%; with 50% employer match about $506,833 at 4% or $337,889 at 6%; with 100% employer match about $380,125 at 4% or $253,417 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-5$996,327$152,050$30,410iApproximate average salary by contribution assumption: employee only about $760,250 at 4% or $506,833 at 6%; with 50% employer match about $506,833 at 4% or $337,889 at 6%; with 100% employer match about $380,125 at 4% or $253,417 at 6%.
202213$710,668$75,103$25,034iApproximate average salary by contribution assumption: employee only about $625,858 at 4% or $417,239 at 6%; with 50% employer match about $417,239 at 4% or $278,159 at 6%; with 100% employer match about $312,929 at 4% or $208,619 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-3$710,668$75,103$25,034iApproximate average salary by contribution assumption: employee only about $625,858 at 4% or $417,239 at 6%; with 50% employer match about $417,239 at 4% or $278,159 at 6%; with 100% employer match about $312,929 at 4% or $208,619 at 6%.
202114$780,241$128,793$32,198iApproximate average salary by contribution assumption: employee only about $804,956 at 4% or $536,638 at 6%; with 50% employer match about $536,638 at 4% or $357,758 at 6%; with 100% employer match about $402,478 at 4% or $268,319 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-4$780,241$128,793$32,198iApproximate average salary by contribution assumption: employee only about $804,956 at 4% or $536,638 at 6%; with 50% employer match about $536,638 at 4% or $357,758 at 6%; with 100% employer match about $402,478 at 4% or $268,319 at 6%.
202015$583,437$93,926$18,785iApproximate average salary by contribution assumption: employee only about $469,630 at 4% or $313,087 at 6%; with 50% employer match about $313,087 at 4% or $208,724 at 6%; with 100% employer match about $234,815 at 4% or $156,543 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-5$583,437$93,926$18,785iApproximate average salary by contribution assumption: employee only about $469,630 at 4% or $313,087 at 6%; with 50% employer match about $313,087 at 4% or $208,724 at 6%; with 100% employer match about $234,815 at 4% or $156,543 at 6%.
201915$418,306$71,781$14,356iApproximate average salary by contribution assumption: employee only about $358,905 at 4% or $239,270 at 6%; with 50% employer match about $239,270 at 4% or $159,513 at 6%; with 100% employer match about $179,453 at 4% or $119,635 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-5$418,306$71,781$14,356iApproximate average salary by contribution assumption: employee only about $358,905 at 4% or $239,270 at 6%; with 50% employer match about $239,270 at 4% or $159,513 at 6%; with 100% employer match about $179,453 at 4% or $119,635 at 6%.
201815$290,248$94,324$18,865iApproximate average salary by contribution assumption: employee only about $471,620 at 4% or $314,413 at 6%; with 50% employer match about $314,413 at 4% or $209,609 at 6%; with 100% employer match about $235,810 at 4% or $157,207 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-5$290,248$94,324$18,865iApproximate average salary by contribution assumption: employee only about $471,620 at 4% or $314,413 at 6%; with 50% employer match about $314,413 at 4% or $209,609 at 6%; with 100% employer match about $235,810 at 4% or $157,207 at 6%.
201715$211,935$72,543$14,509iApproximate average salary by contribution assumption: employee only about $362,715 at 4% or $241,810 at 6%; with 50% employer match about $241,810 at 4% or $161,207 at 6%; with 100% employer match about $181,358 at 4% or $120,905 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-5$211,935$72,543$14,509iApproximate average salary by contribution assumption: employee only about $362,715 at 4% or $241,810 at 6%; with 50% employer match about $241,810 at 4% or $161,207 at 6%; with 100% employer match about $181,358 at 4% or $120,905 at 6%.
201615$117,788$45,696$9,139iApproximate average salary by contribution assumption: employee only about $228,480 at 4% or $152,320 at 6%; with 50% employer match about $152,320 at 4% or $101,547 at 6%; with 100% employer match about $114,240 at 4% or $76,160 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-5$117,788$45,696$9,139iApproximate average salary by contribution assumption: employee only about $228,480 at 4% or $152,320 at 6%; with 50% employer match about $152,320 at 4% or $101,547 at 6%; with 100% employer match about $114,240 at 4% or $76,160 at 6%.
201516$66,541$36,489$6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-6$66,541$36,489$6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%.
201414$30,650$30,647$7,662iApproximate average salary by contribution assumption: employee only about $191,544 at 4% or $127,696 at 6%; with 50% employer match about $127,696 at 4% or $85,131 at 6%; with 100% employer match about $95,772 at 4% or $63,848 at 6%.
Lee & Associates - Central Florida LLC 401(K) Plan-4$30,650$30,647$7,662iApproximate average salary by contribution assumption: employee only about $191,544 at 4% or $127,696 at 6%; with 50% employer match about $127,696 at 4% or $85,131 at 6%; with 100% employer match about $95,772 at 4% or $63,848 at 6%.