Civic Intelligence

LEE KAESS, PLLC

Plan context: Lee Kaess PLLC 401(K) Retirement Plan

EIN 46-0610442 • Wilmington, NC • 12 filings • 2 plans

3414 Wrightsville AvenueWilmington, NC 28403
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,352,361

2024 Contributions

$480,288

Historical Graphs

Total Assets Over Time

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

$3,352,361$1,676,181$0201320192024YearValue
$3,352,361Latest year 2024

Participants Over Time

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

20100201320192024YearValue
20Latest 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
2024120$3,352,361$480,288$24,014iApproximate average salary by contribution assumption: employee only about $600,360 at 4% or $400,240 at 6%; with 50% employer match about $400,240 at 4% or $266,827 at 6%; with 100% employer match about $300,180 at 4% or $200,120 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-20$3,352,361$480,288$24,014iApproximate average salary by contribution assumption: employee only about $600,360 at 4% or $400,240 at 6%; with 50% employer match about $400,240 at 4% or $266,827 at 6%; with 100% employer match about $300,180 at 4% or $200,120 at 6%.
2023117$2,558,938$442,178$26,010iApproximate average salary by contribution assumption: employee only about $650,262 at 4% or $433,508 at 6%; with 50% employer match about $433,508 at 4% or $289,005 at 6%; with 100% employer match about $325,131 at 4% or $216,754 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-17$2,558,938$442,178$26,010iApproximate average salary by contribution assumption: employee only about $650,262 at 4% or $433,508 at 6%; with 50% employer match about $433,508 at 4% or $289,005 at 6%; with 100% employer match about $325,131 at 4% or $216,754 at 6%.
2022115$1,828,647$385,570$25,705iApproximate average salary by contribution assumption: employee only about $642,617 at 4% or $428,411 at 6%; with 50% employer match about $428,411 at 4% or $285,607 at 6%; with 100% employer match about $321,308 at 4% or $214,206 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-15$1,828,647$385,570$25,705iApproximate average salary by contribution assumption: employee only about $642,617 at 4% or $428,411 at 6%; with 50% employer match about $428,411 at 4% or $285,607 at 6%; with 100% employer match about $321,308 at 4% or $214,206 at 6%.
2021114$1,751,964$342,366$24,455iApproximate average salary by contribution assumption: employee only about $611,368 at 4% or $407,579 at 6%; with 50% employer match about $407,579 at 4% or $271,719 at 6%; with 100% employer match about $305,684 at 4% or $203,789 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-14$1,751,964$342,366$24,455iApproximate average salary by contribution assumption: employee only about $611,368 at 4% or $407,579 at 6%; with 50% employer match about $407,579 at 4% or $271,719 at 6%; with 100% employer match about $305,684 at 4% or $203,789 at 6%.
202019$1,210,162$193,334$21,482iApproximate average salary by contribution assumption: employee only about $537,039 at 4% or $358,026 at 6%; with 50% employer match about $358,026 at 4% or $238,684 at 6%; with 100% employer match about $268,519 at 4% or $179,013 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-9$1,210,162$193,334$21,482iApproximate average salary by contribution assumption: employee only about $537,039 at 4% or $358,026 at 6%; with 50% employer match about $358,026 at 4% or $238,684 at 6%; with 100% employer match about $268,519 at 4% or $179,013 at 6%.
201915$877,980$121,006$24,201iApproximate average salary by contribution assumption: employee only about $605,030 at 4% or $403,353 at 6%; with 50% employer match about $403,353 at 4% or $268,902 at 6%; with 100% employer match about $302,515 at 4% or $201,677 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-5$877,980$121,006$24,201iApproximate average salary by contribution assumption: employee only about $605,030 at 4% or $403,353 at 6%; with 50% employer match about $403,353 at 4% or $268,902 at 6%; with 100% employer match about $302,515 at 4% or $201,677 at 6%.
201815$620,693$120,062$24,012iApproximate average salary by contribution assumption: employee only about $600,310 at 4% or $400,207 at 6%; with 50% employer match about $400,207 at 4% or $266,804 at 6%; with 100% employer match about $300,155 at 4% or $200,103 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-5$620,693$120,062$24,012iApproximate average salary by contribution assumption: employee only about $600,310 at 4% or $400,207 at 6%; with 50% employer match about $400,207 at 4% or $266,804 at 6%; with 100% employer match about $300,155 at 4% or $200,103 at 6%.
201716$544,147$108,522$18,087iApproximate average salary by contribution assumption: employee only about $452,175 at 4% or $301,450 at 6%; with 50% employer match about $301,450 at 4% or $200,967 at 6%; with 100% employer match about $226,088 at 4% or $150,725 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-6$544,147$108,522$18,087iApproximate average salary by contribution assumption: employee only about $452,175 at 4% or $301,450 at 6%; with 50% employer match about $301,450 at 4% or $200,967 at 6%; with 100% employer match about $226,088 at 4% or $150,725 at 6%.
201616$368,186$101,257$16,876iApproximate average salary by contribution assumption: employee only about $421,904 at 4% or $281,269 at 6%; with 50% employer match about $281,269 at 4% or $187,513 at 6%; with 100% employer match about $210,952 at 4% or $140,635 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-6$368,186$101,257$16,876iApproximate average salary by contribution assumption: employee only about $421,904 at 4% or $281,269 at 6%; with 50% employer match about $281,269 at 4% or $187,513 at 6%; with 100% employer match about $210,952 at 4% or $140,635 at 6%.
201514$268,206$93,764$23,441iApproximate average salary by contribution assumption: employee only about $586,025 at 4% or $390,683 at 6%; with 50% employer match about $390,683 at 4% or $260,456 at 6%; with 100% employer match about $293,013 at 4% or $195,342 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-4$268,206$93,764$23,441iApproximate average salary by contribution assumption: employee only about $586,025 at 4% or $390,683 at 6%; with 50% employer match about $390,683 at 4% or $260,456 at 6%; with 100% employer match about $293,013 at 4% or $195,342 at 6%.
201413$177,177$96,790$32,263iApproximate average salary by contribution assumption: employee only about $806,583 at 4% or $537,722 at 6%; with 50% employer match about $537,722 at 4% or $358,481 at 6%; with 100% employer match about $403,292 at 4% or $268,861 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-3$177,177$96,790$32,263iApproximate average salary by contribution assumption: employee only about $806,583 at 4% or $537,722 at 6%; with 50% employer match about $537,722 at 4% or $358,481 at 6%; with 100% employer match about $403,292 at 4% or $268,861 at 6%.
201313$74,875$74,875$24,958iApproximate average salary by contribution assumption: employee only about $623,958 at 4% or $415,972 at 6%; with 50% employer match about $415,972 at 4% or $277,315 at 6%; with 100% employer match about $311,979 at 4% or $207,986 at 6%.
Lee Kaess PLLC 401(K) Retirement Plan-3$74,875$74,875$24,958iApproximate average salary by contribution assumption: employee only about $623,958 at 4% or $415,972 at 6%; with 50% employer match about $415,972 at 4% or $277,315 at 6%; with 100% employer match about $311,979 at 4% or $207,986 at 6%.