Civic Intelligence

Homes by Jonathan Lee Inc.

Plan context: Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan

EIN 56-1910192 • Clemmons, NC • 19 filings • 2 plans

2235-c Lewisville-clemmons RoadClemmons, NC 27012
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,793,330

2024 Contributions

$186,758

Historical Graphs

Total Assets Over Time

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

$3,793,330$1,896,665$0200620152024YearValue
$3,793,330Latest year 2024

Participants Over Time

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

740200620152024YearValue
6Latest 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
202416$3,793,330$186,758$31,126iApproximate average salary by contribution assumption: employee only about $778,158 at 4% or $518,772 at 6%; with 50% employer match about $518,772 at 4% or $345,848 at 6%; with 100% employer match about $389,079 at 4% or $259,386 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-6$3,793,330$186,758$31,126iApproximate average salary by contribution assumption: employee only about $778,158 at 4% or $518,772 at 6%; with 50% employer match about $518,772 at 4% or $345,848 at 6%; with 100% employer match about $389,079 at 4% or $259,386 at 6%.
202317$3,066,533$178,476$25,497iApproximate average salary by contribution assumption: employee only about $637,414 at 4% or $424,943 at 6%; with 50% employer match about $424,943 at 4% or $283,295 at 6%; with 100% employer match about $318,707 at 4% or $212,471 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-7$3,066,533$178,476$25,497iApproximate average salary by contribution assumption: employee only about $637,414 at 4% or $424,943 at 6%; with 50% employer match about $424,943 at 4% or $283,295 at 6%; with 100% employer match about $318,707 at 4% or $212,471 at 6%.
202216$2,406,541$160,983$26,831iApproximate average salary by contribution assumption: employee only about $670,763 at 4% or $447,175 at 6%; with 50% employer match about $447,175 at 4% or $298,117 at 6%; with 100% employer match about $335,381 at 4% or $223,588 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-6$2,406,541$160,983$26,831iApproximate average salary by contribution assumption: employee only about $670,763 at 4% or $447,175 at 6%; with 50% employer match about $447,175 at 4% or $298,117 at 6%; with 100% employer match about $335,381 at 4% or $223,588 at 6%.
202115$2,962,055$181,967$36,393iApproximate average salary by contribution assumption: employee only about $909,835 at 4% or $606,557 at 6%; with 50% employer match about $606,557 at 4% or $404,371 at 6%; with 100% employer match about $454,918 at 4% or $303,278 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-5$2,962,055$181,967$36,393iApproximate average salary by contribution assumption: employee only about $909,835 at 4% or $606,557 at 6%; with 50% employer match about $606,557 at 4% or $404,371 at 6%; with 100% employer match about $454,918 at 4% or $303,278 at 6%.
202015$2,378,180$216,834$43,367iApproximate average salary by contribution assumption: employee only about $1,084,170 at 4% or $722,780 at 6%; with 50% employer match about $722,780 at 4% or $481,853 at 6%; with 100% employer match about $542,085 at 4% or $361,390 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-5$2,378,180$216,834$43,367iApproximate average salary by contribution assumption: employee only about $1,084,170 at 4% or $722,780 at 6%; with 50% employer match about $722,780 at 4% or $481,853 at 6%; with 100% employer match about $542,085 at 4% or $361,390 at 6%.
201913$1,858,018$72,570$24,190iApproximate average salary by contribution assumption: employee only about $604,750 at 4% or $403,167 at 6%; with 50% employer match about $403,167 at 4% or $268,778 at 6%; with 100% employer match about $302,375 at 4% or $201,583 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-3$1,858,018$72,570$24,190iApproximate average salary by contribution assumption: employee only about $604,750 at 4% or $403,167 at 6%; with 50% employer match about $403,167 at 4% or $268,778 at 6%; with 100% employer match about $302,375 at 4% or $201,583 at 6%.
201814$1,479,908$118,083$29,521iApproximate average salary by contribution assumption: employee only about $738,019 at 4% or $492,013 at 6%; with 50% employer match about $492,013 at 4% or $328,008 at 6%; with 100% employer match about $369,009 at 4% or $246,006 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$1,479,908$118,083$29,521iApproximate average salary by contribution assumption: employee only about $738,019 at 4% or $492,013 at 6%; with 50% employer match about $492,013 at 4% or $328,008 at 6%; with 100% employer match about $369,009 at 4% or $246,006 at 6%.
201714$1,513,896$197,179$49,295iApproximate average salary by contribution assumption: employee only about $1,232,369 at 4% or $821,579 at 6%; with 50% employer match about $821,579 at 4% or $547,719 at 6%; with 100% employer match about $616,184 at 4% or $410,790 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$1,513,896$197,179$49,295iApproximate average salary by contribution assumption: employee only about $1,232,369 at 4% or $821,579 at 6%; with 50% employer match about $821,579 at 4% or $547,719 at 6%; with 100% employer match about $616,184 at 4% or $410,790 at 6%.
201613$1,108,019$96,721$32,240iApproximate average salary by contribution assumption: employee only about $806,008 at 4% or $537,339 at 6%; with 50% employer match about $537,339 at 4% or $358,226 at 6%; with 100% employer match about $403,004 at 4% or $268,669 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-3$1,108,019$96,721$32,240iApproximate average salary by contribution assumption: employee only about $806,008 at 4% or $537,339 at 6%; with 50% employer match about $537,339 at 4% or $358,226 at 6%; with 100% employer match about $403,004 at 4% or $268,669 at 6%.
201514$955,114$98,208$24,552iApproximate average salary by contribution assumption: employee only about $613,800 at 4% or $409,200 at 6%; with 50% employer match about $409,200 at 4% or $272,800 at 6%; with 100% employer match about $306,900 at 4% or $204,600 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$955,114$98,208$24,552iApproximate average salary by contribution assumption: employee only about $613,800 at 4% or $409,200 at 6%; with 50% employer match about $409,200 at 4% or $272,800 at 6%; with 100% employer match about $306,900 at 4% or $204,600 at 6%.
201414$958,527$65,431$16,358iApproximate average salary by contribution assumption: employee only about $408,944 at 4% or $272,629 at 6%; with 50% employer match about $272,629 at 4% or $181,753 at 6%; with 100% employer match about $204,472 at 4% or $136,315 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$958,527$65,431$16,358iApproximate average salary by contribution assumption: employee only about $408,944 at 4% or $272,629 at 6%; with 50% employer match about $272,629 at 4% or $181,753 at 6%; with 100% employer match about $204,472 at 4% or $136,315 at 6%.
201314$864,729$46,453$11,613iApproximate average salary by contribution assumption: employee only about $290,331 at 4% or $193,554 at 6%; with 50% employer match about $193,554 at 4% or $129,036 at 6%; with 100% employer match about $145,166 at 4% or $96,777 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$864,729$46,453$11,613iApproximate average salary by contribution assumption: employee only about $290,331 at 4% or $193,554 at 6%; with 50% employer match about $193,554 at 4% or $129,036 at 6%; with 100% employer match about $145,166 at 4% or $96,777 at 6%.
201215$685,415$100,521$20,104iApproximate average salary by contribution assumption: employee only about $502,605 at 4% or $335,070 at 6%; with 50% employer match about $335,070 at 4% or $223,380 at 6%; with 100% employer match about $251,303 at 4% or $167,535 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-5$685,415$100,521$20,104iApproximate average salary by contribution assumption: employee only about $502,605 at 4% or $335,070 at 6%; with 50% employer match about $335,070 at 4% or $223,380 at 6%; with 100% employer match about $251,303 at 4% or $167,535 at 6%.
201114$514,703$125,597$31,399iApproximate average salary by contribution assumption: employee only about $784,981 at 4% or $523,321 at 6%; with 50% employer match about $523,321 at 4% or $348,881 at 6%; with 100% employer match about $392,491 at 4% or $261,660 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$514,703$125,597$31,399iApproximate average salary by contribution assumption: employee only about $784,981 at 4% or $523,321 at 6%; with 50% employer match about $523,321 at 4% or $348,881 at 6%; with 100% employer match about $392,491 at 4% or $261,660 at 6%.
201014$422,238$82,447$20,612iApproximate average salary by contribution assumption: employee only about $515,294 at 4% or $343,529 at 6%; with 50% employer match about $343,529 at 4% or $229,019 at 6%; with 100% employer match about $257,647 at 4% or $171,765 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$422,238$82,447$20,612iApproximate average salary by contribution assumption: employee only about $515,294 at 4% or $343,529 at 6%; with 50% employer match about $343,529 at 4% or $229,019 at 6%; with 100% employer match about $257,647 at 4% or $171,765 at 6%.
200913$283,629$76,821$25,607iApproximate average salary by contribution assumption: employee only about $640,175 at 4% or $426,783 at 6%; with 50% employer match about $426,783 at 4% or $284,522 at 6%; with 100% employer match about $320,088 at 4% or $213,392 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-3$283,629$76,821$25,607iApproximate average salary by contribution assumption: employee only about $640,175 at 4% or $426,783 at 6%; with 50% employer match about $426,783 at 4% or $284,522 at 6%; with 100% employer match about $320,088 at 4% or $213,392 at 6%.
200813$152,908$114,254$38,085iApproximate average salary by contribution assumption: employee only about $952,117 at 4% or $634,744 at 6%; with 50% employer match about $634,744 at 4% or $423,163 at 6%; with 100% employer match about $476,058 at 4% or $317,372 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-3$152,908$114,254$38,085iApproximate average salary by contribution assumption: employee only about $952,117 at 4% or $634,744 at 6%; with 50% employer match about $634,744 at 4% or $423,163 at 6%; with 100% employer match about $476,058 at 4% or $317,372 at 6%.
200714$117,008$101,495$25,374iApproximate average salary by contribution assumption: employee only about $634,344 at 4% or $422,896 at 6%; with 50% employer match about $422,896 at 4% or $281,931 at 6%; with 100% employer match about $317,172 at 4% or $211,448 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$117,008$101,495$25,374iApproximate average salary by contribution assumption: employee only about $634,344 at 4% or $422,896 at 6%; with 50% employer match about $422,896 at 4% or $281,931 at 6%; with 100% employer match about $317,172 at 4% or $211,448 at 6%.
200614$15,937$14,179$3,545iApproximate average salary by contribution assumption: employee only about $88,619 at 4% or $59,079 at 6%; with 50% employer match about $59,079 at 4% or $39,386 at 6%; with 100% employer match about $44,309 at 4% or $29,540 at 6%.
Homes by Jonathan Lee Inc. 401(K) Profit Sharing Plan-4$15,937$14,179$3,545iApproximate average salary by contribution assumption: employee only about $88,619 at 4% or $59,079 at 6%; with 50% employer match about $59,079 at 4% or $39,386 at 6%; with 100% employer match about $44,309 at 4% or $29,540 at 6%.