Lee Arnold & Associates Inc.
Plan context: Lee Arnold & Associates Inc. 401K Plan
EIN 59-2199808 • Clearwater, FL • 26 filings • 7 plans
Current Snapshot
Latest Year
2017
2017 Participants
34
2017 Assets
$2,934,328
2017 Contributions
$104,261
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $104,261 | - |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 0 | - | - | - |
| Lee Arnold & Associates Inc. 401K Plan | - | 0 | $0 | $104,261 | - |
| 2016 | 1 | 34 | $2,934,328 | $240,383 | $7,070iApproximate average salary by contribution assumption: employee only about $176,752 at 4% or $117,835 at 6%; with 50% employer match about $117,835 at 4% or $78,557 at 6%; with 100% employer match about $88,376 at 4% or $58,917 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 34 | $2,934,328 | $240,383 | $7,070iApproximate average salary by contribution assumption: employee only about $176,752 at 4% or $117,835 at 6%; with 50% employer match about $117,835 at 4% or $78,557 at 6%; with 100% employer match about $88,376 at 4% or $58,917 at 6%. |
| 2015 | 1 | 29 | $2,719,230 | $198,487 | $6,844iApproximate average salary by contribution assumption: employee only about $171,109 at 4% or $114,073 at 6%; with 50% employer match about $114,073 at 4% or $76,049 at 6%; with 100% employer match about $85,555 at 4% or $57,036 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 29 | $2,719,230 | $198,487 | $6,844iApproximate average salary by contribution assumption: employee only about $171,109 at 4% or $114,073 at 6%; with 50% employer match about $114,073 at 4% or $76,049 at 6%; with 100% employer match about $85,555 at 4% or $57,036 at 6%. |
| 2014 | 1 | 33 | $2,894,502 | $197,792 | $5,994iApproximate average salary by contribution assumption: employee only about $149,842 at 4% or $99,895 at 6%; with 50% employer match about $99,895 at 4% or $66,597 at 6%; with 100% employer match about $74,921 at 4% or $49,947 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 33 | $2,894,502 | $197,792 | $5,994iApproximate average salary by contribution assumption: employee only about $149,842 at 4% or $99,895 at 6%; with 50% employer match about $99,895 at 4% or $66,597 at 6%; with 100% employer match about $74,921 at 4% or $49,947 at 6%. |
| 2013 | 1 | 36 | $3,023,780 | $161,596 | $4,489iApproximate average salary by contribution assumption: employee only about $112,219 at 4% or $74,813 at 6%; with 50% employer match about $74,813 at 4% or $49,875 at 6%; with 100% employer match about $56,110 at 4% or $37,406 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 36 | $3,023,780 | $161,596 | $4,489iApproximate average salary by contribution assumption: employee only about $112,219 at 4% or $74,813 at 6%; with 50% employer match about $74,813 at 4% or $49,875 at 6%; with 100% employer match about $56,110 at 4% or $37,406 at 6%. |
| 2012 | 1 | 36 | $2,369,799 | $159,538 | $4,432iApproximate average salary by contribution assumption: employee only about $110,790 at 4% or $73,860 at 6%; with 50% employer match about $73,860 at 4% or $49,240 at 6%; with 100% employer match about $55,395 at 4% or $36,930 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 36 | $2,369,799 | $159,538 | $4,432iApproximate average salary by contribution assumption: employee only about $110,790 at 4% or $73,860 at 6%; with 50% employer match about $73,860 at 4% or $49,240 at 6%; with 100% employer match about $55,395 at 4% or $36,930 at 6%. |
| 2011 | 1 | 93 | $2,284,356 | $180,070 | $1,936iApproximate average salary by contribution assumption: employee only about $48,406 at 4% or $32,271 at 6%; with 50% employer match about $32,271 at 4% or $21,514 at 6%; with 100% employer match about $24,203 at 4% or $16,135 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 93 | $2,284,356 | $180,070 | $1,936iApproximate average salary by contribution assumption: employee only about $48,406 at 4% or $32,271 at 6%; with 50% employer match about $32,271 at 4% or $21,514 at 6%; with 100% employer match about $24,203 at 4% or $16,135 at 6%. |
| 2010 | 2 | 100 | $2,188,783 | $194,550 | $1,946iApproximate average salary by contribution assumption: employee only about $48,638 at 4% or $32,425 at 6%; with 50% employer match about $32,425 at 4% or $21,617 at 6%; with 100% employer match about $24,319 at 4% or $16,213 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 100 | $2,188,783 | $194,550 | $1,946iApproximate average salary by contribution assumption: employee only about $48,638 at 4% or $32,425 at 6%; with 50% employer match about $32,425 at 4% or $21,617 at 6%; with 100% employer match about $24,319 at 4% or $16,213 at 6%. |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 90 | - | - | - |
| 2009 | 2 | 120 | $2,074,269 | $160,028 | $1,334iApproximate average salary by contribution assumption: employee only about $33,339 at 4% or $22,226 at 6%; with 50% employer match about $22,226 at 4% or $14,817 at 6%; with 100% employer match about $16,670 at 4% or $11,113 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 120 | $2,074,269 | $160,028 | $1,334iApproximate average salary by contribution assumption: employee only about $33,339 at 4% or $22,226 at 6%; with 50% employer match about $22,226 at 4% or $14,817 at 6%; with 100% employer match about $16,670 at 4% or $11,113 at 6%. |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 103 | - | - | - |
| 2008 | 2 | 156 | $1,974,370 | $302,131 | $1,937iApproximate average salary by contribution assumption: employee only about $48,418 at 4% or $32,279 at 6%; with 50% employer match about $32,279 at 4% or $21,519 at 6%; with 100% employer match about $24,209 at 4% or $16,139 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 156 | $1,974,370 | $302,131 | $1,937iApproximate average salary by contribution assumption: employee only about $48,418 at 4% or $32,279 at 6%; with 50% employer match about $32,279 at 4% or $21,519 at 6%; with 100% employer match about $24,209 at 4% or $16,139 at 6%. |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 123 | - | - | - |
| 2007 | 2 | 155 | $2,510,991 | $338,019 | $2,181iApproximate average salary by contribution assumption: employee only about $54,519 at 4% or $36,346 at 6%; with 50% employer match about $36,346 at 4% or $24,231 at 6%; with 100% employer match about $27,260 at 4% or $18,173 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 155 | $2,510,991 | $338,019 | $2,181iApproximate average salary by contribution assumption: employee only about $54,519 at 4% or $36,346 at 6%; with 50% employer match about $36,346 at 4% or $24,231 at 6%; with 100% employer match about $27,260 at 4% or $18,173 at 6%. |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 138 | - | - | - |
| 2006 | 2 | 119 | $2,521,380 | $356,998 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 119 | $2,521,380 | $356,998 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 114 | - | - | - |
| 2005 | 1 | 103 | $0 | $0 | - |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 103 | - | - | - |
| 2004 | 2 | 104 | $1,735,379 | $313,620 | $3,016iApproximate average salary by contribution assumption: employee only about $75,389 at 4% or $50,260 at 6%; with 50% employer match about $50,260 at 4% or $33,506 at 6%; with 100% employer match about $37,695 at 4% or $25,130 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 103 | $1,735,379 | $313,620 | $3,045iApproximate average salary by contribution assumption: employee only about $76,121 at 4% or $50,748 at 6%; with 50% employer match about $50,748 at 4% or $33,832 at 6%; with 100% employer match about $38,061 at 4% or $25,374 at 6%. |
| LEE ARNOLD COMPANIES CAFETERIA PLAN | - | 104 | - | - | - |
| 2003 | 1 | 101 | $1,373,432 | $272,281 | $2,696iApproximate average salary by contribution assumption: employee only about $67,396 at 4% or $44,931 at 6%; with 50% employer match about $44,931 at 4% or $29,954 at 6%; with 100% employer match about $33,698 at 4% or $22,465 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 101 | $1,373,432 | $272,281 | $2,696iApproximate average salary by contribution assumption: employee only about $67,396 at 4% or $44,931 at 6%; with 50% employer match about $44,931 at 4% or $29,954 at 6%; with 100% employer match about $33,698 at 4% or $22,465 at 6%. |
| 2002 | 1 | 93 | $873,454 | $236,480 | $2,543iApproximate average salary by contribution assumption: employee only about $63,570 at 4% or $42,380 at 6%; with 50% employer match about $42,380 at 4% or $28,253 at 6%; with 100% employer match about $31,785 at 4% or $21,190 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 93 | $873,454 | $236,480 | $2,543iApproximate average salary by contribution assumption: employee only about $63,570 at 4% or $42,380 at 6%; with 50% employer match about $42,380 at 4% or $28,253 at 6%; with 100% employer match about $31,785 at 4% or $21,190 at 6%. |
| 2001 | 1 | 73 | $0 | $0 | - |
| Lee Arnold & Associates Inc. 401K Plan | - | 73 | - | - | - |
| 2000 | 1 | 75 | $0 | $0 | - |
| Lee Arnold & Associates Inc. 401K Plan | - | 75 | - | - | - |
| 1999 | 1 | 86 | $1,117,905 | $217,409 | $2,528iApproximate average salary by contribution assumption: employee only about $63,200 at 4% or $42,134 at 6%; with 50% employer match about $42,134 at 4% or $28,089 at 6%; with 100% employer match about $31,600 at 4% or $21,067 at 6%. |
| Lee Arnold & Associates Inc. 401K Plan | - | 86 | $1,117,905 | $217,409 | $2,528iApproximate average salary by contribution assumption: employee only about $63,200 at 4% or $42,134 at 6%; with 50% employer match about $42,134 at 4% or $28,089 at 6%; with 100% employer match about $31,600 at 4% or $21,067 at 6%. |