Civic Intelligence

Lee & Lee Inc.

Plan context: Lee & Lee Inc. 401(K) Profit Sharing Plan

EIN 58-1107140 • Newnan, GA • 24 filings • 6 plans

18 Cavender StNewnan, GA 30263-1932
Current Snapshot

Latest Year

2019

2019 Participants

16

2019 Assets

$1,041,928

2019 Contributions

$202,379

Historical Graphs

Total Assets Over Time

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

$10,647,465$5,323,733$0200120112019YearValue
$1,041,928Latest year 2019

Participants Over Time

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

1680200020102019YearValue
16Latest year 2019

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
2019116$1,041,928$202,379$12,649iApproximate average salary by contribution assumption: employee only about $316,217 at 4% or $210,811 at 6%; with 50% employer match about $210,811 at 4% or $140,541 at 6%; with 100% employer match about $158,109 at 4% or $105,406 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-16$1,041,928$202,379$12,649iApproximate average salary by contribution assumption: employee only about $316,217 at 4% or $210,811 at 6%; with 50% employer match about $210,811 at 4% or $140,541 at 6%; with 100% employer match about $158,109 at 4% or $105,406 at 6%.
2018115$4,341,492$190,822$12,721iApproximate average salary by contribution assumption: employee only about $318,037 at 4% or $212,024 at 6%; with 50% employer match about $212,024 at 4% or $141,350 at 6%; with 100% employer match about $159,018 at 4% or $106,012 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-15$4,341,492$190,822$12,721iApproximate average salary by contribution assumption: employee only about $318,037 at 4% or $212,024 at 6%; with 50% employer match about $212,024 at 4% or $141,350 at 6%; with 100% employer match about $159,018 at 4% or $106,012 at 6%.
2017116$6,977,944$113,620$7,101iApproximate average salary by contribution assumption: employee only about $177,531 at 4% or $118,354 at 6%; with 50% employer match about $118,354 at 4% or $78,903 at 6%; with 100% employer match about $88,766 at 4% or $59,177 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-16$6,977,944$113,620$7,101iApproximate average salary by contribution assumption: employee only about $177,531 at 4% or $118,354 at 6%; with 50% employer match about $118,354 at 4% or $78,903 at 6%; with 100% employer match about $88,766 at 4% or $59,177 at 6%.
2016113$6,169,929$242,865$18,682iApproximate average salary by contribution assumption: employee only about $467,048 at 4% or $311,365 at 6%; with 50% employer match about $311,365 at 4% or $207,577 at 6%; with 100% employer match about $233,524 at 4% or $155,683 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-13$6,169,929$242,865$18,682iApproximate average salary by contribution assumption: employee only about $467,048 at 4% or $311,365 at 6%; with 50% employer match about $311,365 at 4% or $207,577 at 6%; with 100% employer match about $233,524 at 4% or $155,683 at 6%.
2015113$5,428,902$98,608$7,585iApproximate average salary by contribution assumption: employee only about $189,631 at 4% or $126,421 at 6%; with 50% employer match about $126,421 at 4% or $84,280 at 6%; with 100% employer match about $94,815 at 4% or $63,210 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-13$5,428,902$98,608$7,585iApproximate average salary by contribution assumption: employee only about $189,631 at 4% or $126,421 at 6%; with 50% employer match about $126,421 at 4% or $84,280 at 6%; with 100% employer match about $94,815 at 4% or $63,210 at 6%.
2014115$5,789,624$228,502$15,233iApproximate average salary by contribution assumption: employee only about $380,837 at 4% or $253,891 at 6%; with 50% employer match about $253,891 at 4% or $169,261 at 6%; with 100% employer match about $190,418 at 4% or $126,946 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-15$5,789,624$228,502$15,233iApproximate average salary by contribution assumption: employee only about $380,837 at 4% or $253,891 at 6%; with 50% employer match about $253,891 at 4% or $169,261 at 6%; with 100% employer match about $190,418 at 4% or $126,946 at 6%.
2013214$10,647,465$316,364$22,597iApproximate average salary by contribution assumption: employee only about $564,936 at 4% or $376,624 at 6%; with 50% employer match about $376,624 at 4% or $251,083 at 6%; with 100% employer match about $282,468 at 4% or $188,312 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-14$5,334,970$168,182$12,013iApproximate average salary by contribution assumption: employee only about $300,325 at 4% or $200,217 at 6%; with 50% employer match about $200,217 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,108 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-14$5,312,495$148,182$10,584iApproximate average salary by contribution assumption: employee only about $264,611 at 4% or $176,407 at 6%; with 50% employer match about $176,407 at 4% or $117,605 at 6%; with 100% employer match about $132,305 at 4% or $88,204 at 6%.
2012113$4,240,056$144,103$11,085iApproximate average salary by contribution assumption: employee only about $277,121 at 4% or $184,747 at 6%; with 50% employer match about $184,747 at 4% or $123,165 at 6%; with 100% employer match about $138,561 at 4% or $92,374 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-13$4,240,056$144,103$11,085iApproximate average salary by contribution assumption: employee only about $277,121 at 4% or $184,747 at 6%; with 50% employer match about $184,747 at 4% or $123,165 at 6%; with 100% employer match about $138,561 at 4% or $92,374 at 6%.
2011115$3,628,409$213,575$14,238iApproximate average salary by contribution assumption: employee only about $355,958 at 4% or $237,306 at 6%; with 50% employer match about $237,306 at 4% or $158,204 at 6%; with 100% employer match about $177,979 at 4% or $118,653 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-15$3,628,409$213,575$14,238iApproximate average salary by contribution assumption: employee only about $355,958 at 4% or $237,306 at 6%; with 50% employer match about $237,306 at 4% or $158,204 at 6%; with 100% employer match about $177,979 at 4% or $118,653 at 6%.
2010114$3,536,084$207,484$14,820iApproximate average salary by contribution assumption: employee only about $370,507 at 4% or $247,005 at 6%; with 50% employer match about $247,005 at 4% or $164,670 at 6%; with 100% employer match about $185,254 at 4% or $123,502 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-14$3,536,084$207,484$14,820iApproximate average salary by contribution assumption: employee only about $370,507 at 4% or $247,005 at 6%; with 50% employer match about $247,005 at 4% or $164,670 at 6%; with 100% employer match about $185,254 at 4% or $123,502 at 6%.
2009114$2,670,016$189,973$13,570iApproximate average salary by contribution assumption: employee only about $339,238 at 4% or $226,158 at 6%; with 50% employer match about $226,158 at 4% or $150,772 at 6%; with 100% employer match about $169,619 at 4% or $113,079 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-14$2,670,016$189,973$13,570iApproximate average salary by contribution assumption: employee only about $339,238 at 4% or $226,158 at 6%; with 50% employer match about $226,158 at 4% or $150,772 at 6%; with 100% employer match about $169,619 at 4% or $113,079 at 6%.
2008114$2,124,368$200,272$14,305iApproximate average salary by contribution assumption: employee only about $357,629 at 4% or $238,419 at 6%; with 50% employer match about $238,419 at 4% or $158,946 at 6%; with 100% employer match about $178,814 at 4% or $119,210 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-14$2,124,368$200,272$14,305iApproximate average salary by contribution assumption: employee only about $357,629 at 4% or $238,419 at 6%; with 50% employer match about $238,419 at 4% or $158,946 at 6%; with 100% employer match about $178,814 at 4% or $119,210 at 6%.
2007112$0$0-
Lee & Lee Inc. 401(K) Profit Sharing Plan-12---
2006112$2,728,166$182,301$15,192iApproximate average salary by contribution assumption: employee only about $379,794 at 4% or $253,196 at 6%; with 50% employer match about $253,196 at 4% or $168,797 at 6%; with 100% employer match about $189,897 at 4% or $126,598 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-12$2,728,166$182,301$15,192iApproximate average salary by contribution assumption: employee only about $379,794 at 4% or $253,196 at 6%; with 50% employer match about $253,196 at 4% or $168,797 at 6%; with 100% employer match about $189,897 at 4% or $126,598 at 6%.
2005112$2,134,102$171,696$14,308iApproximate average salary by contribution assumption: employee only about $357,700 at 4% or $238,467 at 6%; with 50% employer match about $238,467 at 4% or $158,978 at 6%; with 100% employer match about $178,850 at 4% or $119,233 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-12$2,134,102$171,696$14,308iApproximate average salary by contribution assumption: employee only about $357,700 at 4% or $238,467 at 6%; with 50% employer match about $238,467 at 4% or $158,978 at 6%; with 100% employer match about $178,850 at 4% or $119,233 at 6%.
2004113$1,862,815$171,507$13,193iApproximate average salary by contribution assumption: employee only about $329,821 at 4% or $219,881 at 6%; with 50% employer match about $219,881 at 4% or $146,587 at 6%; with 100% employer match about $164,911 at 4% or $109,940 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-13$1,862,815$171,507$13,193iApproximate average salary by contribution assumption: employee only about $329,821 at 4% or $219,881 at 6%; with 50% employer match about $219,881 at 4% or $146,587 at 6%; with 100% employer match about $164,911 at 4% or $109,940 at 6%.
2003113$1,583,175$154,227$11,864iApproximate average salary by contribution assumption: employee only about $296,590 at 4% or $197,727 at 6%; with 50% employer match about $197,727 at 4% or $131,818 at 6%; with 100% employer match about $148,295 at 4% or $98,863 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-13$1,583,175$154,227$11,864iApproximate average salary by contribution assumption: employee only about $296,590 at 4% or $197,727 at 6%; with 50% employer match about $197,727 at 4% or $131,818 at 6%; with 100% employer match about $148,295 at 4% or $98,863 at 6%.
2002210$1,260,490$98,611$9,861iApproximate average salary by contribution assumption: employee only about $246,528 at 4% or $164,352 at 6%; with 50% employer match about $164,352 at 4% or $109,568 at 6%; with 100% employer match about $123,264 at 4% or $82,176 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-10$1,260,490$98,611$9,861iApproximate average salary by contribution assumption: employee only about $246,528 at 4% or $164,352 at 6%; with 50% employer match about $164,352 at 4% or $109,568 at 6%; with 100% employer match about $123,264 at 4% or $82,176 at 6%.
LEE & LEE INC MONEY PURCHASE PENSION PLAN AND TRUST-0---
200128$723,737$50,749$6,344iApproximate average salary by contribution assumption: employee only about $158,591 at 4% or $105,727 at 6%; with 50% employer match about $105,727 at 4% or $70,485 at 6%; with 100% employer match about $79,295 at 4% or $52,864 at 6%.
Lee & Lee Inc. 401(K) Profit Sharing Plan-8$723,737$50,749$6,344iApproximate average salary by contribution assumption: employee only about $158,591 at 4% or $105,727 at 6%; with 50% employer match about $105,727 at 4% or $70,485 at 6%; with 100% employer match about $79,295 at 4% or $52,864 at 6%.
LEE & LEE INC MONEY PURCHASE PENSION PLAN AND TRUST-8---
200027$0$0-
LEE & LEE INC MONEY PURCHASE PENSION PLAN AND TRUST-7---
Lee & Lee Inc. 401(K) Profit Sharing Plan-7---