Alex Lee Inc.
Plan context: Alex Lee Inc. and Affiliates Retirement Savings Plan
EIN 56-1780605 • Hickory, NC • 193 filings • 38 plans
Current Snapshot
Latest Year
2024
2024 Participants
10,743
2024 Assets
$323,149,956
2024 Contributions
$30,232,447
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 |
|---|---|---|---|---|---|
| 2024 | 5 | 10,743 | $323,149,956 | $30,232,447 | $2,814iApproximate average salary by contribution assumption: employee only about $70,354 at 4% or $46,903 at 6%; with 50% employer match about $46,903 at 4% or $31,268 at 6%; with 100% employer match about $35,177 at 4% or $23,451 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 10,743 | $323,149,956 | $30,232,447 | $2,814iApproximate average salary by contribution assumption: employee only about $70,354 at 4% or $46,903 at 6%; with 50% employer match about $46,903 at 4% or $31,268 at 6%; with 100% employer match about $35,177 at 4% or $23,451 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 2,464 | - | - | - |
| Alex Lee Inc. Critical Illness Insurance Plan | - | 2,674 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 745 | - | - | - |
| Alex Lee Inc. Hospital Idemnity Plan | - | 2,208 | - | - | - |
| 2023 | 10 | 10,777 | $620,256,371 | $27,619,896 | $2,563iApproximate average salary by contribution assumption: employee only about $64,071 at 4% or $42,714 at 6%; with 50% employer match about $42,714 at 4% or $28,476 at 6%; with 100% employer match about $32,036 at 4% or $21,357 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,512 | $325,509,609 | - | - |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 10,777 | $294,746,762 | $27,619,896 | $2,563iApproximate average salary by contribution assumption: employee only about $64,071 at 4% or $42,714 at 6%; with 50% employer match about $42,714 at 4% or $28,476 at 6%; with 100% employer match about $32,036 at 4% or $21,357 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 2,365 | - | - | - |
| Alex Lee Inc. Critical Illness Insurance Plan | - | 2,627 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 614 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,859 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 129 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,971 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,916 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 6,103 | - | - | - |
| 2022 | 10 | 10,418 | $538,398,317 | $40,173,868 | $3,856iApproximate average salary by contribution assumption: employee only about $96,405 at 4% or $64,270 at 6%; with 50% employer match about $64,270 at 4% or $42,847 at 6%; with 100% employer match about $48,202 at 4% or $32,135 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,319 | $282,366,308 | $13,800,000 | $2,594iApproximate average salary by contribution assumption: employee only about $64,862 at 4% or $43,241 at 6%; with 50% employer match about $43,241 at 4% or $28,827 at 6%; with 100% employer match about $32,431 at 4% or $21,621 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 10,418 | $256,032,009 | $26,373,868 | $2,532iApproximate average salary by contribution assumption: employee only about $63,289 at 4% or $42,193 at 6%; with 50% employer match about $42,193 at 4% or $28,129 at 6%; with 100% employer match about $31,645 at 4% or $21,096 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 3,355 | - | - | - |
| Alex Lee Inc. Critical Illness Insurance Plan | - | 2,587 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 680 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,817 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 149 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,756 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,637 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,953 | - | - | - |
| 2021 | 10 | 8,274 | $581,855,958 | $33,958,363 | $4,104iApproximate average salary by contribution assumption: employee only about $102,606 at 4% or $68,404 at 6%; with 50% employer match about $68,404 at 4% or $45,603 at 6%; with 100% employer match about $51,303 at 4% or $34,202 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 8,274 | $293,476,879 | $22,958,363 | $2,775iApproximate average salary by contribution assumption: employee only about $69,369 at 4% or $46,246 at 6%; with 50% employer match about $46,246 at 4% or $30,831 at 6%; with 100% employer match about $34,684 at 4% or $23,123 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,168 | $288,379,079 | $11,000,000 | $2,128iApproximate average salary by contribution assumption: employee only about $53,212 at 4% or $35,475 at 6%; with 50% employer match about $35,475 at 4% or $23,650 at 6%; with 100% employer match about $26,606 at 4% or $17,737 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 3,169 | - | - | - |
| Alex Lee Inc. Critical Illness Insurance Plan | - | 2,579 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 675 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,862 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,769 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 157 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,578 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,571 | - | - | - |
| 2020 | 10 | 6,517 | $559,729,641 | $33,369,485 | $5,120iApproximate average salary by contribution assumption: employee only about $128,009 at 4% or $85,340 at 6%; with 50% employer match about $85,340 at 4% or $56,893 at 6%; with 100% employer match about $64,005 at 4% or $42,670 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,038 | $329,950,601 | $14,000,000 | $3,467iApproximate average salary by contribution assumption: employee only about $86,677 at 4% or $57,784 at 6%; with 50% employer match about $57,784 at 4% or $38,523 at 6%; with 100% employer match about $43,338 at 4% or $28,892 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 6,517 | $229,779,040 | $19,369,485 | $2,972iApproximate average salary by contribution assumption: employee only about $74,304 at 4% or $49,536 at 6%; with 50% employer match about $49,536 at 4% or $33,024 at 6%; with 100% employer match about $37,152 at 4% or $24,768 at 6%. |
| Alex Lee Inc. Critical Illness Insurance Plan | - | 2,176 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 737 | - | - | - |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 2,685 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,001 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 133 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,337 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,210 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,448 | - | - | - |
| 2019 | 10 | 6,045 | $472,230,941 | $42,040,525 | $6,955iApproximate average salary by contribution assumption: employee only about $173,865 at 4% or $115,910 at 6%; with 50% employer match about $115,910 at 4% or $77,273 at 6%; with 100% employer match about $86,932 at 4% or $57,955 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,105 | $268,419,296 | $25,100,000 | $6,114iApproximate average salary by contribution assumption: employee only about $152,862 at 4% or $101,908 at 6%; with 50% employer match about $101,908 at 4% or $67,939 at 6%; with 100% employer match about $76,431 at 4% or $50,954 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 6,045 | $203,811,645 | $16,940,525 | $2,802iApproximate average salary by contribution assumption: employee only about $70,060 at 4% or $46,707 at 6%; with 50% employer match about $46,707 at 4% or $31,138 at 6%; with 100% employer match about $35,030 at 4% or $23,353 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 2,475 | - | - | - |
| Alex Lee Inc. Critical Illness Insurance Plan | - | 1,931 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 742 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,957 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 113 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 3,927 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,832 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 4,930 | - | - | - |
| 2018 | 10 | 5,259 | $420,109,229 | $22,202,787 | $4,222iApproximate average salary by contribution assumption: employee only about $105,547 at 4% or $70,364 at 6%; with 50% employer match about $70,364 at 4% or $46,910 at 6%; with 100% employer match about $52,773 at 4% or $35,182 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,018 | $248,123,385 | $8,500,000 | $2,115iApproximate average salary by contribution assumption: employee only about $52,887 at 4% or $35,258 at 6%; with 50% employer match about $35,258 at 4% or $23,505 at 6%; with 100% employer match about $26,444 at 4% or $17,629 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,259 | $171,985,844 | $13,702,787 | $2,606iApproximate average salary by contribution assumption: employee only about $65,140 at 4% or $43,426 at 6%; with 50% employer match about $43,426 at 4% or $28,951 at 6%; with 100% employer match about $32,570 at 4% or $21,713 at 6%. |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 870 | - | - | - |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 1,848 | - | - | - |
| Alex Lee Inc. Critical Illness Insurance Plan | - | 1,609 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,960 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 3,959 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,733 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 93 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 3,730 | - | - | - |
| 2017 | 8 | 5,227 | $426,045,183 | $20,444,326 | $3,911iApproximate average salary by contribution assumption: employee only about $97,782 at 4% or $65,188 at 6%; with 50% employer match about $65,188 at 4% or $43,459 at 6%; with 100% employer match about $48,891 at 4% or $32,594 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,136 | $243,790,256 | $7,650,000 | $1,850iApproximate average salary by contribution assumption: employee only about $46,240 at 4% or $30,827 at 6%; with 50% employer match about $30,827 at 4% or $20,551 at 6%; with 100% employer match about $23,120 at 4% or $15,413 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,227 | $182,254,927 | $12,794,326 | $2,448iApproximate average salary by contribution assumption: employee only about $61,193 at 4% or $40,796 at 6%; with 50% employer match about $40,796 at 4% or $27,197 at 6%; with 100% employer match about $30,597 at 4% or $20,398 at 6%. |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 779 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,887 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 85 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 3,850 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,603 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 3,831 | - | - | - |
| 2016 | 8 | 5,201 | $407,686,217 | $16,495,368 | $3,172iApproximate average salary by contribution assumption: employee only about $79,289 at 4% or $52,860 at 6%; with 50% employer match about $52,860 at 4% or $35,240 at 6%; with 100% employer match about $39,645 at 4% or $26,430 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,208 | $248,125,630 | $5,000,000 | $1,188iApproximate average salary by contribution assumption: employee only about $29,705 at 4% or $19,804 at 6%; with 50% employer match about $19,804 at 4% or $13,202 at 6%; with 100% employer match about $14,853 at 4% or $9,902 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,201 | $159,560,587 | $11,495,368 | $2,210iApproximate average salary by contribution assumption: employee only about $55,256 at 4% or $36,837 at 6%; with 50% employer match about $36,837 at 4% or $24,558 at 6%; with 100% employer match about $27,628 at 4% or $18,419 at 6%. |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 644 | - | - | - |
| Alex Lee Inc. Individual Disability Insurance Pla | - | 87 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 3,617 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,585 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 3,734 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,072 | - | - | - |
| 2015 | 7 | 5,598 | $383,841,998 | $51,445,651 | $9,190iApproximate average salary by contribution assumption: employee only about $229,750 at 4% or $153,167 at 6%; with 50% employer match about $153,167 at 4% or $102,111 at 6%; with 100% employer match about $114,875 at 4% or $76,583 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,191 | $226,126,222 | $15,000,000 | $3,579iApproximate average salary by contribution assumption: employee only about $89,477 at 4% or $59,652 at 6%; with 50% employer match about $59,652 at 4% or $39,768 at 6%; with 100% employer match about $44,739 at 4% or $29,826 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,365 | $157,593,181 | $10,263,060 | $1,913iApproximate average salary by contribution assumption: employee only about $47,824 at 4% or $31,883 at 6%; with 50% employer match about $31,883 at 4% or $21,255 at 6%; with 100% employer match about $23,912 at 4% or $15,941 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,986 | $122,595 | $26,182,591 | $8,768iApproximate average salary by contribution assumption: employee only about $219,211 at 4% or $146,141 at 6%; with 50% employer match about $146,141 at 4% or $97,427 at 6%; with 100% employer match about $109,606 at 4% or $73,070 at 6%. |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 569 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,598 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,652 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 3,155 | - | - | - |
| 2014 | 7 | 5,383 | $365,707,852 | $62,635,449 | $11,636iApproximate average salary by contribution assumption: employee only about $290,895 at 4% or $193,930 at 6%; with 50% employer match about $193,930 at 4% or $129,287 at 6%; with 100% employer match about $145,447 at 4% or $96,965 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,164 | $199,390,676 | $22,000,000 | $5,283iApproximate average salary by contribution assumption: employee only about $132,085 at 4% or $88,056 at 6%; with 50% employer match about $88,056 at 4% or $58,704 at 6%; with 100% employer match about $66,042 at 4% or $44,028 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,383 | $155,914,102 | $9,139,489 | $1,698iApproximate average salary by contribution assumption: employee only about $42,446 at 4% or $28,297 at 6%; with 50% employer match about $28,297 at 4% or $18,865 at 6%; with 100% employer match about $21,223 at 4% or $14,149 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,841 | $10,403,074 | $31,495,960 | $11,086iApproximate average salary by contribution assumption: employee only about $277,156 at 4% or $184,770 at 6%; with 50% employer match about $184,770 at 4% or $123,180 at 6%; with 100% employer match about $138,578 at 4% or $92,385 at 6%. |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 466 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 3,903 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,481 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 3,155 | - | - | - |
| 2013 | 7 | 7,566 | $352,719,679 | $39,322,443 | $5,197iApproximate average salary by contribution assumption: employee only about $129,931 at 4% or $86,621 at 6%; with 50% employer match about $86,621 at 4% or $57,747 at 6%; with 100% employer match about $64,966 at 4% or $43,310 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,394 | $191,360,175 | - | - |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,615 | $151,650,621 | $8,648,923 | $1,540iApproximate average salary by contribution assumption: employee only about $38,508 at 4% or $25,672 at 6%; with 50% employer match about $25,672 at 4% or $17,115 at 6%; with 100% employer match about $19,254 at 4% or $12,836 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,638 | $9,708,883 | $30,673,520 | $11,628iApproximate average salary by contribution assumption: employee only about $290,689 at 4% or $193,793 at 6%; with 50% employer match about $193,793 at 4% or $129,195 at 6%; with 100% employer match about $145,345 at 4% or $96,896 at 6%. |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 398 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 7,566 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,077 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 3,120 | - | - | - |
| 2012 | 7 | 5,538 | $332,480,875 | $47,868,798 | $8,644iApproximate average salary by contribution assumption: employee only about $216,092 at 4% or $144,062 at 6%; with 50% employer match about $144,062 at 4% or $96,041 at 6%; with 100% employer match about $108,046 at 4% or $72,031 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,444 | $189,078,891 | $7,000,000 | $1,575iApproximate average salary by contribution assumption: employee only about $39,379 at 4% or $26,253 at 6%; with 50% employer match about $26,253 at 4% or $17,502 at 6%; with 100% employer match about $19,689 at 4% or $13,126 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,538 | $132,445,588 | $10,391,552 | $1,876iApproximate average salary by contribution assumption: employee only about $46,910 at 4% or $31,273 at 6%; with 50% employer match about $31,273 at 4% or $20,849 at 6%; with 100% employer match about $23,455 at 4% or $15,637 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,661 | $10,956,396 | $30,477,246 | $11,453iApproximate average salary by contribution assumption: employee only about $286,333 at 4% or $190,888 at 6%; with 50% employer match about $190,888 at 4% or $127,259 at 6%; with 100% employer match about $143,166 at 4% or $95,444 at 6%. |
| Alex Lee Inc. Business Travel Accident Plan | - | 3,152 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 3,236 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,075 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 401 | - | - | - |
| 2011 | 7 | 6,329 | $326,253,050 | $58,465,311 | $9,238iApproximate average salary by contribution assumption: employee only about $230,942 at 4% or $153,961 at 6%; with 50% employer match about $153,961 at 4% or $102,641 at 6%; with 100% employer match about $115,471 at 4% or $76,981 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,421 | $166,865,620 | $11,649,414 | $2,635iApproximate average salary by contribution assumption: employee only about $65,875 at 4% or $43,917 at 6%; with 50% employer match about $43,917 at 4% or $29,278 at 6%; with 100% employer match about $32,938 at 4% or $21,958 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 6,329 | $146,638,815 | $11,463,935 | $1,811iApproximate average salary by contribution assumption: employee only about $45,283 at 4% or $30,189 at 6%; with 50% employer match about $30,189 at 4% or $20,126 at 6%; with 100% employer match about $22,642 at 4% or $15,094 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 2,731 | $12,748,615 | $35,351,962 | $12,945iApproximate average salary by contribution assumption: employee only about $323,617 at 4% or $215,745 at 6%; with 50% employer match about $215,745 at 4% or $143,830 at 6%; with 100% employer match about $161,809 at 4% or $107,872 at 6%. |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 3,359 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 3,204 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 4,122 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 461 | - | - | - |
| 2010 | 7 | 6,221 | $296,662,059 | $58,139,710 | $9,346iApproximate average salary by contribution assumption: employee only about $233,643 at 4% or $155,762 at 6%; with 50% employer match about $155,762 at 4% or $103,841 at 6%; with 100% employer match about $116,821 at 4% or $77,881 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 6,221 | $143,547,787 | $11,435,913 | $1,838iApproximate average salary by contribution assumption: employee only about $45,957 at 4% or $30,638 at 6%; with 50% employer match about $30,638 at 4% or $20,425 at 6%; with 100% employer match about $22,978 at 4% or $15,319 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,206 | $139,858,236 | $10,417,198 | $2,001iApproximate average salary by contribution assumption: employee only about $50,025 at 4% or $33,350 at 6%; with 50% employer match about $33,350 at 4% or $22,233 at 6%; with 100% employer match about $25,012 at 4% or $16,675 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,499 | $13,256,036 | $36,286,599 | $10,371iApproximate average salary by contribution assumption: employee only about $259,264 at 4% or $172,843 at 6%; with 50% employer match about $172,843 at 4% or $115,228 at 6%; with 100% employer match about $129,632 at 4% or $86,421 at 6%. |
| Alex Lee Inc. Business Travel Accident Plan | - | 4,217 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 540 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 4,178 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 4,013 | - | - | - |
| 2009 | 8 | 6,569 | $278,376,392 | $58,630,245 | $8,925iApproximate average salary by contribution assumption: employee only about $223,132 at 4% or $148,755 at 6%; with 50% employer match about $148,755 at 4% or $99,170 at 6%; with 100% employer match about $111,566 at 4% or $74,377 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,425 | $138,452,491 | $9,960,802 | $1,836iApproximate average salary by contribution assumption: employee only about $45,902 at 4% or $30,602 at 6%; with 50% employer match about $30,602 at 4% or $20,401 at 6%; with 100% employer match about $22,951 at 4% or $15,301 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 6,569 | $126,358,221 | $11,791,157 | $1,795iApproximate average salary by contribution assumption: employee only about $44,874 at 4% or $29,916 at 6%; with 50% employer match about $29,916 at 4% or $19,944 at 6%; with 100% employer match about $22,437 at 4% or $14,958 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,710 | $13,565,680 | $36,878,286 | $9,940iApproximate average salary by contribution assumption: employee only about $248,506 at 4% or $165,671 at 6%; with 50% employer match about $165,671 at 4% or $110,447 at 6%; with 100% employer match about $124,253 at 4% or $82,835 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 3,788 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 4,561 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 4,249 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 4,487 | - | - | - |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 621 | - | - | - |
| 2008 | 2 | 6,557 | $97,745,755 | $12,016,960 | $1,833iApproximate average salary by contribution assumption: employee only about $45,817 at 4% or $30,545 at 6%; with 50% employer match about $30,545 at 4% or $20,363 at 6%; with 100% employer match about $22,909 at 4% or $15,272 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 6,557 | $97,745,755 | $12,016,960 | $1,833iApproximate average salary by contribution assumption: employee only about $45,817 at 4% or $30,545 at 6%; with 50% employer match about $30,545 at 4% or $20,363 at 6%; with 100% employer match about $22,909 at 4% or $15,272 at 6%. |
| Alex Lee Inc. Group Benefits Program for Part-Time Employees | - | 494 | - | - | - |
| 2007 | 7 | 6,040 | $133,338,549 | $47,128,359 | $7,803iApproximate average salary by contribution assumption: employee only about $195,068 at 4% or $130,045 at 6%; with 50% employer match about $130,045 at 4% or $86,697 at 6%; with 100% employer match about $97,534 at 4% or $65,023 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 6,040 | $119,008,084 | $10,445,353 | $1,729iApproximate average salary by contribution assumption: employee only about $43,234 at 4% or $28,823 at 6%; with 50% employer match about $28,823 at 4% or $19,215 at 6%; with 100% employer match about $21,617 at 4% or $14,411 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,255 | $14,330,465 | $36,683,006 | $8,621iApproximate average salary by contribution assumption: employee only about $215,529 at 4% or $143,686 at 6%; with 50% employer match about $143,686 at 4% or $95,791 at 6%; with 100% employer match about $107,764 at 4% or $71,843 at 6%. |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,126 | - | - | - |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 4,158 | - | - | - |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,166 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,018 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,158 | - | - | - |
| 2006 | 7 | 5,986 | $260,184,033 | $50,814,014 | $8,489iApproximate average salary by contribution assumption: employee only about $212,220 at 4% or $141,480 at 6%; with 50% employer match about $141,480 at 4% or $94,320 at 6%; with 100% employer match about $106,110 at 4% or $70,740 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,011 | $139,066,522 | $8,000,000 | $1,596iApproximate average salary by contribution assumption: employee only about $39,912 at 4% or $26,608 at 6%; with 50% employer match about $26,608 at 4% or $17,739 at 6%; with 100% employer match about $19,956 at 4% or $13,304 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,986 | $108,142,003 | $9,079,987 | $1,517iApproximate average salary by contribution assumption: employee only about $37,922 at 4% or $25,281 at 6%; with 50% employer match about $25,281 at 4% or $16,854 at 6%; with 100% employer match about $18,961 at 4% or $12,641 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,193 | $12,975,508 | $33,734,027 | $8,045iApproximate average salary by contribution assumption: employee only about $201,133 at 4% or $134,089 at 6%; with 50% employer match about $134,089 at 4% or $89,392 at 6%; with 100% employer match about $100,567 at 4% or $67,044 at 6%. |
| Alex Lee Inc. Long Term Disability | - | 5,002 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,002 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,180 | - | - | - |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 4,221 | - | - | - |
| 2005 | 7 | 5,809 | $209,125,519 | $15,019,230 | $2,586iApproximate average salary by contribution assumption: employee only about $64,638 at 4% or $43,092 at 6%; with 50% employer match about $43,092 at 4% or $28,728 at 6%; with 100% employer match about $32,319 at 4% or $21,546 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,177 | $114,508,596 | $7,200,000 | $1,391iApproximate average salary by contribution assumption: employee only about $34,769 at 4% or $23,179 at 6%; with 50% employer match about $23,179 at 4% or $15,453 at 6%; with 100% employer match about $17,385 at 4% or $11,590 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,809 | $94,616,923 | $7,819,230 | $1,346iApproximate average salary by contribution assumption: employee only about $33,651 at 4% or $22,434 at 6%; with 50% employer match about $22,434 at 4% or $14,956 at 6%; with 100% employer match about $16,826 at 4% or $11,217 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 4,300 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,266 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,132 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,121 | - | - | - |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,302 | - | - | - |
| 2004 | 7 | 5,484 | $199,196,869 | $46,364,127 | $8,454iApproximate average salary by contribution assumption: employee only about $211,361 at 4% or $140,907 at 6%; with 50% employer match about $140,907 at 4% or $93,938 at 6%; with 100% employer match about $105,680 at 4% or $70,454 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,051 | $101,821,619 | $6,700,000 | $1,326iApproximate average salary by contribution assumption: employee only about $33,162 at 4% or $22,108 at 6%; with 50% employer match about $22,108 at 4% or $14,739 at 6%; with 100% employer match about $16,581 at 4% or $11,054 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,484 | $87,857,090 | $7,527,445 | $1,373iApproximate average salary by contribution assumption: employee only about $34,315 at 4% or $22,877 at 6%; with 50% employer match about $22,877 at 4% or $15,251 at 6%; with 100% employer match about $17,158 at 4% or $11,438 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,299 | $9,518,160 | $32,136,682 | $7,475iApproximate average salary by contribution assumption: employee only about $186,885 at 4% or $124,590 at 6%; with 50% employer match about $124,590 at 4% or $83,060 at 6%; with 100% employer match about $93,442 at 4% or $62,295 at 6%. |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,254 | - | - | - |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 4,238 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,129 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,131 | - | - | - |
| 2003 | 7 | 5,565 | $169,500,936 | $41,270,722 | $7,416iApproximate average salary by contribution assumption: employee only about $185,403 at 4% or $123,602 at 6%; with 50% employer match about $123,602 at 4% or $82,401 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 5,565 | $85,024,541 | $5,500,000 | $988iApproximate average salary by contribution assumption: employee only about $24,708 at 4% or $16,472 at 6%; with 50% employer match about $16,472 at 4% or $10,981 at 6%; with 100% employer match about $12,354 at 4% or $8,236 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 5,395 | $77,810,429 | $6,839,930 | $1,268iApproximate average salary by contribution assumption: employee only about $31,696 at 4% or $21,130 at 6%; with 50% employer match about $21,130 at 4% or $14,087 at 6%; with 100% employer match about $15,848 at 4% or $10,565 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,185 | $6,665,966 | $28,930,792 | $6,913iApproximate average salary by contribution assumption: employee only about $172,824 at 4% or $115,216 at 6%; with 50% employer match about $115,216 at 4% or $76,811 at 6%; with 100% employer match about $86,412 at 4% or $57,608 at 6%. |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 4,153 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,018 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,035 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,035 | - | - | - |
| 2002 | 8 | 4,966 | $70,610,571 | $49,858,598 | $10,040iApproximate average salary by contribution assumption: employee only about $251,000 at 4% or $167,333 at 6%; with 50% employer match about $167,333 at 4% or $111,555 at 6%; with 100% employer match about $125,500 at 4% or $83,667 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 4,966 | $62,515,673 | $6,403,640 | $1,289iApproximate average salary by contribution assumption: employee only about $32,237 at 4% or $21,492 at 6%; with 50% employer match about $21,492 at 4% or $14,328 at 6%; with 100% employer match about $16,119 at 4% or $10,746 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,150 | $4,977,249 | $26,683,644 | $6,430iApproximate average salary by contribution assumption: employee only about $160,745 at 4% or $107,163 at 6%; with 50% employer match about $107,163 at 4% or $71,442 at 6%; with 100% employer match about $80,372 at 4% or $53,582 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,196 | $3,117,649 | $16,771,314 | $3,997iApproximate average salary by contribution assumption: employee only about $99,924 at 4% or $66,616 at 6%; with 50% employer match about $66,616 at 4% or $44,411 at 6%; with 100% employer match about $49,962 at 4% or $33,308 at 6%. |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 4,895 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 4,895 | - | - | - |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,702 | - | - | - |
| Alex Lee Inc. Tax Saver Plan IRS Section 125 Fringe Benefit Plan | - | 4,115 | - | - | - |
| Alex Lee Inc. Business Travel Accident Plan | - | 4,965 | - | - | - |
| 2001 | 6 | 5,206 | $126,188,567 | $27,819,291 | $5,344iApproximate average salary by contribution assumption: employee only about $133,592 at 4% or $89,062 at 6%; with 50% employer match about $89,062 at 4% or $59,374 at 6%; with 100% employer match about $66,796 at 4% or $44,531 at 6%. |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 4,904 | $63,858,788 | $6,374,747 | $1,300iApproximate average salary by contribution assumption: employee only about $32,498 at 4% or $21,665 at 6%; with 50% employer match about $21,665 at 4% or $14,443 at 6%; with 100% employer match about $16,249 at 4% or $10,833 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,193 | $59,277,492 | $3,830,000 | $913iApproximate average salary by contribution assumption: employee only about $22,836 at 4% or $15,224 at 6%; with 50% employer match about $15,224 at 4% or $10,149 at 6%; with 100% employer match about $11,418 at 4% or $7,612 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 4,226 | $3,052,287 | $17,614,544 | $4,168iApproximate average salary by contribution assumption: employee only about $104,203 at 4% or $69,469 at 6%; with 50% employer match about $69,469 at 4% or $46,313 at 6%; with 100% employer match about $52,102 at 4% or $34,734 at 6%. |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,206 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 5,144 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 5,144 | - | - | - |
| 2000 | 6 | 5,014 | $64,941,466 | $15,955,400 | $3,182iApproximate average salary by contribution assumption: employee only about $79,554 at 4% or $53,036 at 6%; with 50% employer match about $53,036 at 4% or $35,357 at 6%; with 100% employer match about $39,777 at 4% or $26,518 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 4,116 | $64,536,478 | $3,100,000 | $753iApproximate average salary by contribution assumption: employee only about $18,829 at 4% or $12,553 at 6%; with 50% employer match about $12,553 at 4% or $8,368 at 6%; with 100% employer match about $9,414 at 4% or $6,276 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,911 | $404,988 | $12,855,400 | $3,287iApproximate average salary by contribution assumption: employee only about $82,175 at 4% or $54,783 at 6%; with 50% employer match about $54,783 at 4% or $36,522 at 6%; with 100% employer match about $41,087 at 4% or $27,392 at 6%. |
| Alex Lee Inc. Business Travel Accident Plan | - | 5,014 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 4,792 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 4,792 | - | - | - |
| Alex Lee Inc. and Affiliates Retirement Savings Plan | - | 3,918 | - | - | - |
| 1999 | 5 | 4,567 | $84,869,966 | $14,411,055 | $3,155iApproximate average salary by contribution assumption: employee only about $78,887 at 4% or $52,591 at 6%; with 50% employer match about $52,591 at 4% or $35,061 at 6%; with 100% employer match about $39,443 at 4% or $26,296 at 6%. |
| Alex Lee Inc. and Affiliates Pension Plan | - | 3,584 | $83,818,686 | $2,504,449 | $699iApproximate average salary by contribution assumption: employee only about $17,470 at 4% or $11,646 at 6%; with 50% employer match about $11,646 at 4% or $7,764 at 6%; with 100% employer match about $8,735 at 4% or $5,823 at 6%. |
| Health Benefits Pian for Merchants Distributors Inc., Et Al | - | 3,351 | $1,051,280 | $11,906,606 | $3,553iApproximate average salary by contribution assumption: employee only about $88,829 at 4% or $59,219 at 6%; with 50% employer match about $59,219 at 4% or $39,479 at 6%; with 100% employer match about $44,414 at 4% or $29,610 at 6%. |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 4,135 | - | - | - |
| Alex Lee Inc Employee & Dependent Life Insurance & Employee Ad&D | - | 4,567 | - | - | - |
| Alex Lee Inc. Long Term Disability | - | 4,567 | - | - | - |