Civic Intelligence

Lee & Mcshane PC

Plan context: Lee & Mcshane PC 401(K) Plan

EIN 52-2135677 • Washington, DC • 23 filings • 3 plans

1211 Connecticut Ave.Suite 425Washington, DC 20036
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$2,389,269

2022 Contributions

$52,588

Historical Graphs

Total Assets Over Time

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

$5,047,273$2,523,637$0200020122022YearValue
$2,389,269Latest year 2022

Participants Over Time

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

19100200020112022YearValue
6Latest year 2022

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
202216$2,389,269$52,588$8,765iApproximate average salary by contribution assumption: employee only about $219,117 at 4% or $146,078 at 6%; with 50% employer match about $146,078 at 4% or $97,385 at 6%; with 100% employer match about $109,558 at 4% or $73,039 at 6%.
Lee & Mcshane PC 401(K) Plan-6$2,389,269$52,588$8,765iApproximate average salary by contribution assumption: employee only about $219,117 at 4% or $146,078 at 6%; with 50% employer match about $146,078 at 4% or $97,385 at 6%; with 100% employer match about $109,558 at 4% or $73,039 at 6%.
202116$3,989,741$51,828$8,638iApproximate average salary by contribution assumption: employee only about $215,950 at 4% or $143,967 at 6%; with 50% employer match about $143,967 at 4% or $95,978 at 6%; with 100% employer match about $107,975 at 4% or $71,983 at 6%.
Lee & Mcshane PC 401(K) Plan-6$3,989,741$51,828$8,638iApproximate average salary by contribution assumption: employee only about $215,950 at 4% or $143,967 at 6%; with 50% employer match about $143,967 at 4% or $95,978 at 6%; with 100% employer match about $107,975 at 4% or $71,983 at 6%.
202014$5,047,273$47,432$11,858iApproximate average salary by contribution assumption: employee only about $296,450 at 4% or $197,633 at 6%; with 50% employer match about $197,633 at 4% or $131,756 at 6%; with 100% employer match about $148,225 at 4% or $98,817 at 6%.
Lee & Mcshane PC 401(K) Plan-4$5,047,273$47,432$11,858iApproximate average salary by contribution assumption: employee only about $296,450 at 4% or $197,633 at 6%; with 50% employer match about $197,633 at 4% or $131,756 at 6%; with 100% employer match about $148,225 at 4% or $98,817 at 6%.
201917$4,363,389$50,923$7,275iApproximate average salary by contribution assumption: employee only about $181,868 at 4% or $121,245 at 6%; with 50% employer match about $121,245 at 4% or $80,830 at 6%; with 100% employer match about $90,934 at 4% or $60,623 at 6%.
Lee & Mcshane PC 401(K) Plan-7$4,363,389$50,923$7,275iApproximate average salary by contribution assumption: employee only about $181,868 at 4% or $121,245 at 6%; with 50% employer match about $121,245 at 4% or $80,830 at 6%; with 100% employer match about $90,934 at 4% or $60,623 at 6%.
201818$3,539,871$163,701$20,463iApproximate average salary by contribution assumption: employee only about $511,566 at 4% or $341,044 at 6%; with 50% employer match about $341,044 at 4% or $227,363 at 6%; with 100% employer match about $255,783 at 4% or $170,522 at 6%.
Lee & Mcshane PC 401(K) Plan-8$3,539,871$163,701$20,463iApproximate average salary by contribution assumption: employee only about $511,566 at 4% or $341,044 at 6%; with 50% employer match about $341,044 at 4% or $227,363 at 6%; with 100% employer match about $255,783 at 4% or $170,522 at 6%.
2017119$3,625,983$235,341$12,386iApproximate average salary by contribution assumption: employee only about $309,659 at 4% or $206,439 at 6%; with 50% employer match about $206,439 at 4% or $137,626 at 6%; with 100% employer match about $154,830 at 4% or $103,220 at 6%.
Lee & Mcshane PC 401(K) Plan-19$3,625,983$235,341$12,386iApproximate average salary by contribution assumption: employee only about $309,659 at 4% or $206,439 at 6%; with 50% employer match about $206,439 at 4% or $137,626 at 6%; with 100% employer match about $154,830 at 4% or $103,220 at 6%.
2016115$2,847,571$216,152$14,410iApproximate average salary by contribution assumption: employee only about $360,253 at 4% or $240,169 at 6%; with 50% employer match about $240,169 at 4% or $160,113 at 6%; with 100% employer match about $180,127 at 4% or $120,084 at 6%.
Lee & Mcshane PC 401(K) Plan-15$2,847,571$216,152$14,410iApproximate average salary by contribution assumption: employee only about $360,253 at 4% or $240,169 at 6%; with 50% employer match about $240,169 at 4% or $160,113 at 6%; with 100% employer match about $180,127 at 4% or $120,084 at 6%.
2015113$3,037,857$189,690$14,592iApproximate average salary by contribution assumption: employee only about $364,788 at 4% or $243,192 at 6%; with 50% employer match about $243,192 at 4% or $162,128 at 6%; with 100% employer match about $182,394 at 4% or $121,596 at 6%.
Lee & Mcshane PC 401(K) Plan-13$3,037,857$189,690$14,592iApproximate average salary by contribution assumption: employee only about $364,788 at 4% or $243,192 at 6%; with 50% employer match about $243,192 at 4% or $162,128 at 6%; with 100% employer match about $182,394 at 4% or $121,596 at 6%.
2014113$3,284,851$195,129$15,010iApproximate average salary by contribution assumption: employee only about $375,248 at 4% or $250,165 at 6%; with 50% employer match about $250,165 at 4% or $166,777 at 6%; with 100% employer match about $187,624 at 4% or $125,083 at 6%.
Lee & Mcshane PC 401(K) Plan-13$3,284,851$195,129$15,010iApproximate average salary by contribution assumption: employee only about $375,248 at 4% or $250,165 at 6%; with 50% employer match about $250,165 at 4% or $166,777 at 6%; with 100% employer match about $187,624 at 4% or $125,083 at 6%.
2013114$3,105,737$203,810$14,558iApproximate average salary by contribution assumption: employee only about $363,946 at 4% or $242,631 at 6%; with 50% employer match about $242,631 at 4% or $161,754 at 6%; with 100% employer match about $181,973 at 4% or $121,315 at 6%.
Lee & Mcshane PC 401(K) Plan-14$3,105,737$203,810$14,558iApproximate average salary by contribution assumption: employee only about $363,946 at 4% or $242,631 at 6%; with 50% employer match about $242,631 at 4% or $161,754 at 6%; with 100% employer match about $181,973 at 4% or $121,315 at 6%.
2012113$2,321,403$182,245$14,019iApproximate average salary by contribution assumption: employee only about $350,471 at 4% or $233,647 at 6%; with 50% employer match about $233,647 at 4% or $155,765 at 6%; with 100% employer match about $175,236 at 4% or $116,824 at 6%.
Lee & Mcshane PC 401(K) Plan-13$2,321,403$182,245$14,019iApproximate average salary by contribution assumption: employee only about $350,471 at 4% or $233,647 at 6%; with 50% employer match about $233,647 at 4% or $155,765 at 6%; with 100% employer match about $175,236 at 4% or $116,824 at 6%.
2011113$1,896,174$201,731$15,518iApproximate average salary by contribution assumption: employee only about $387,944 at 4% or $258,629 at 6%; with 50% employer match about $258,629 at 4% or $172,420 at 6%; with 100% employer match about $193,972 at 4% or $129,315 at 6%.
Lee & Mcshane PC 401(K) Plan-13$1,896,174$201,731$15,518iApproximate average salary by contribution assumption: employee only about $387,944 at 4% or $258,629 at 6%; with 50% employer match about $258,629 at 4% or $172,420 at 6%; with 100% employer match about $193,972 at 4% or $129,315 at 6%.
2010114$1,898,541$225,566$16,112iApproximate average salary by contribution assumption: employee only about $402,796 at 4% or $268,531 at 6%; with 50% employer match about $268,531 at 4% or $179,021 at 6%; with 100% employer match about $201,398 at 4% or $134,265 at 6%.
Lee & Mcshane PC 401(K) Plan-14$1,898,541$225,566$16,112iApproximate average salary by contribution assumption: employee only about $402,796 at 4% or $268,531 at 6%; with 50% employer match about $268,531 at 4% or $179,021 at 6%; with 100% employer match about $201,398 at 4% or $134,265 at 6%.
2009117$1,468,157$219,935$12,937iApproximate average salary by contribution assumption: employee only about $323,434 at 4% or $215,623 at 6%; with 50% employer match about $215,623 at 4% or $143,748 at 6%; with 100% employer match about $161,717 at 4% or $107,811 at 6%.
Lee & Mcshane PC 401(K) Plan-17$1,468,157$219,935$12,937iApproximate average salary by contribution assumption: employee only about $323,434 at 4% or $215,623 at 6%; with 50% employer match about $215,623 at 4% or $143,748 at 6%; with 100% employer match about $161,717 at 4% or $107,811 at 6%.
2008119$1,029,785$222,430$11,707iApproximate average salary by contribution assumption: employee only about $292,671 at 4% or $195,114 at 6%; with 50% employer match about $195,114 at 4% or $130,076 at 6%; with 100% employer match about $146,336 at 4% or $97,557 at 6%.
Lee & Mcshane PC 401(K) Plan-19$1,029,785$222,430$11,707iApproximate average salary by contribution assumption: employee only about $292,671 at 4% or $195,114 at 6%; with 50% employer match about $195,114 at 4% or $130,076 at 6%; with 100% employer match about $146,336 at 4% or $97,557 at 6%.
2007116$1,437,103$249,316$15,582iApproximate average salary by contribution assumption: employee only about $389,556 at 4% or $259,704 at 6%; with 50% employer match about $259,704 at 4% or $173,136 at 6%; with 100% employer match about $194,778 at 4% or $129,852 at 6%.
Lee & Mcshane PC 401(K) Plan-16$1,437,103$249,316$15,582iApproximate average salary by contribution assumption: employee only about $389,556 at 4% or $259,704 at 6%; with 50% employer match about $259,704 at 4% or $173,136 at 6%; with 100% employer match about $194,778 at 4% or $129,852 at 6%.
2006114$1,232,851$165,649$11,832iApproximate average salary by contribution assumption: employee only about $295,802 at 4% or $197,201 at 6%; with 50% employer match about $197,201 at 4% or $131,467 at 6%; with 100% employer match about $147,901 at 4% or $98,601 at 6%.
Lee & Mcshane PC 401(K) Plan-14$1,232,851$165,649$11,832iApproximate average salary by contribution assumption: employee only about $295,802 at 4% or $197,201 at 6%; with 50% employer match about $197,201 at 4% or $131,467 at 6%; with 100% employer match about $147,901 at 4% or $98,601 at 6%.
2005114$1,066,874$184,094$13,150iApproximate average salary by contribution assumption: employee only about $328,739 at 4% or $219,160 at 6%; with 50% employer match about $219,160 at 4% or $146,106 at 6%; with 100% employer match about $164,370 at 4% or $109,580 at 6%.
Lee & Mcshane PC 401(K) Plan-14$1,066,874$184,094$13,150iApproximate average salary by contribution assumption: employee only about $328,739 at 4% or $219,160 at 6%; with 50% employer match about $219,160 at 4% or $146,106 at 6%; with 100% employer match about $164,370 at 4% or $109,580 at 6%.
2004113$884,594$149,022$11,463iApproximate average salary by contribution assumption: employee only about $286,581 at 4% or $191,054 at 6%; with 50% employer match about $191,054 at 4% or $127,369 at 6%; with 100% employer match about $143,290 at 4% or $95,527 at 6%.
Lee & Mcshane PC 401(K) Plan-13$884,594$149,022$11,463iApproximate average salary by contribution assumption: employee only about $286,581 at 4% or $191,054 at 6%; with 50% employer match about $191,054 at 4% or $127,369 at 6%; with 100% employer match about $143,290 at 4% or $95,527 at 6%.
2003115$675,413$160,247$10,683iApproximate average salary by contribution assumption: employee only about $267,078 at 4% or $178,052 at 6%; with 50% employer match about $178,052 at 4% or $118,701 at 6%; with 100% employer match about $133,539 at 4% or $89,026 at 6%.
Lee & Mcshane PC 401(K) Plan-15$675,413$160,247$10,683iApproximate average salary by contribution assumption: employee only about $267,078 at 4% or $178,052 at 6%; with 50% employer match about $178,052 at 4% or $118,701 at 6%; with 100% employer match about $133,539 at 4% or $89,026 at 6%.
2002113$0$0-
Lee & Mcshane PC 401(K) Plan-13---
2001114$348,127$137,975$9,855iApproximate average salary by contribution assumption: employee only about $246,384 at 4% or $164,256 at 6%; with 50% employer match about $164,256 at 4% or $109,504 at 6%; with 100% employer match about $123,192 at 4% or $82,128 at 6%.
Lee & Mcshane PC 401(K) Plan-14$348,127$137,975$9,855iApproximate average salary by contribution assumption: employee only about $246,384 at 4% or $164,256 at 6%; with 50% employer match about $164,256 at 4% or $109,504 at 6%; with 100% employer match about $123,192 at 4% or $82,128 at 6%.
2000114$241,257$78,751$5,625iApproximate average salary by contribution assumption: employee only about $140,627 at 4% or $93,751 at 6%; with 50% employer match about $93,751 at 4% or $62,501 at 6%; with 100% employer match about $70,313 at 4% or $46,876 at 6%.
Lee & Mcshane PC 401(K) Plan-14$241,257$78,751$5,625iApproximate average salary by contribution assumption: employee only about $140,627 at 4% or $93,751 at 6%; with 50% employer match about $93,751 at 4% or $62,501 at 6%; with 100% employer match about $70,313 at 4% or $46,876 at 6%.