Civic Intelligence

Lee Wesley and Associates LLC

Plan context: Lee Wesley & Associates Savings and Retirement Plan

EIN 59-2989665 • Orlando, FL • 26 filings • 2 plans

1030 North Orange AvenueSuite 104Orlando, FL 32801
Current Snapshot

Latest Year

2024

2024 Participants

135

2024 Assets

$158,708

2024 Contributions

$42,989

Historical Graphs

Total Assets Over Time

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

$158,708$79,354$0199920142024YearValue
$158,708Latest year 2024

Participants Over Time

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

135680199920122024YearValue
135Latest 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
20241135$158,708$42,989$318iApproximate average salary by contribution assumption: employee only about $7,961 at 4% or $5,307 at 6%; with 50% employer match about $5,307 at 4% or $3,538 at 6%; with 100% employer match about $3,980 at 4% or $2,654 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-135$158,708$42,989$318iApproximate average salary by contribution assumption: employee only about $7,961 at 4% or $5,307 at 6%; with 50% employer match about $5,307 at 4% or $3,538 at 6%; with 100% employer match about $3,980 at 4% or $2,654 at 6%.
2023126$141,858$39,392$1,515iApproximate average salary by contribution assumption: employee only about $37,877 at 4% or $25,251 at 6%; with 50% employer match about $25,251 at 4% or $16,834 at 6%; with 100% employer match about $18,938 at 4% or $12,626 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-26$141,858$39,392$1,515iApproximate average salary by contribution assumption: employee only about $37,877 at 4% or $25,251 at 6%; with 50% employer match about $25,251 at 4% or $16,834 at 6%; with 100% employer match about $18,938 at 4% or $12,626 at 6%.
2022124$109,369$53,052$2,211iApproximate average salary by contribution assumption: employee only about $55,263 at 4% or $36,842 at 6%; with 50% employer match about $36,842 at 4% or $24,561 at 6%; with 100% employer match about $27,631 at 4% or $18,421 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-24$109,369$53,052$2,211iApproximate average salary by contribution assumption: employee only about $55,263 at 4% or $36,842 at 6%; with 50% employer match about $36,842 at 4% or $24,561 at 6%; with 100% employer match about $27,631 at 4% or $18,421 at 6%.
2021117$81,199$36,089$2,123iApproximate average salary by contribution assumption: employee only about $53,072 at 4% or $35,381 at 6%; with 50% employer match about $35,381 at 4% or $23,588 at 6%; with 100% employer match about $26,536 at 4% or $17,691 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-17$81,199$36,089$2,123iApproximate average salary by contribution assumption: employee only about $53,072 at 4% or $35,381 at 6%; with 50% employer match about $35,381 at 4% or $23,588 at 6%; with 100% employer match about $26,536 at 4% or $17,691 at 6%.
202016$47,717$12,358$2,060iApproximate average salary by contribution assumption: employee only about $51,492 at 4% or $34,328 at 6%; with 50% employer match about $34,328 at 4% or $22,885 at 6%; with 100% employer match about $25,746 at 4% or $17,164 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-6$47,717$12,358$2,060iApproximate average salary by contribution assumption: employee only about $51,492 at 4% or $34,328 at 6%; with 50% employer match about $34,328 at 4% or $22,885 at 6%; with 100% employer match about $25,746 at 4% or $17,164 at 6%.
201917$38,106$18,229$2,604iApproximate average salary by contribution assumption: employee only about $65,104 at 4% or $43,402 at 6%; with 50% employer match about $43,402 at 4% or $28,935 at 6%; with 100% employer match about $32,552 at 4% or $21,701 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-7$38,106$18,229$2,604iApproximate average salary by contribution assumption: employee only about $65,104 at 4% or $43,402 at 6%; with 50% employer match about $43,402 at 4% or $28,935 at 6%; with 100% employer match about $32,552 at 4% or $21,701 at 6%.
201813$30,501$0-
Lee Wesley & Associates Savings and Retirement Plan-3$30,501--
201713$31,575$0-
Lee Wesley & Associates Savings and Retirement Plan-3$31,575--
201613$25,169$0-
Lee Wesley & Associates Savings and Retirement Plan-3$25,169--
201513$24,005$0-
Lee Wesley & Associates Savings and Retirement Plan-3$24,005--
201413$23,857$0-
Lee Wesley & Associates Savings and Retirement Plan-3$23,857--
201313$21,419$0-
Lee Wesley & Associates Savings and Retirement Plan-3$21,419--
201213$16,535$0-
Lee Wesley & Associates Savings and Retirement Plan-3$16,535--
201114$126,538$0-
Lee Wesley & Associates Savings and Retirement Plan-4$126,538--
201014$131,898$6,781$1,695iApproximate average salary by contribution assumption: employee only about $42,381 at 4% or $28,254 at 6%; with 50% employer match about $28,254 at 4% or $18,836 at 6%; with 100% employer match about $21,191 at 4% or $14,127 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-4$131,898$6,781$1,695iApproximate average salary by contribution assumption: employee only about $42,381 at 4% or $28,254 at 6%; with 50% employer match about $28,254 at 4% or $18,836 at 6%; with 100% employer match about $21,191 at 4% or $14,127 at 6%.
200914$112,444$9,441$2,360iApproximate average salary by contribution assumption: employee only about $59,006 at 4% or $39,338 at 6%; with 50% employer match about $39,338 at 4% or $26,225 at 6%; with 100% employer match about $29,503 at 4% or $19,669 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-4$112,444$9,441$2,360iApproximate average salary by contribution assumption: employee only about $59,006 at 4% or $39,338 at 6%; with 50% employer match about $39,338 at 4% or $26,225 at 6%; with 100% employer match about $29,503 at 4% or $19,669 at 6%.
2008119$0$0-
Lee Wesley & Associates Savings and Retirement Plan-19---
2007121$0$0-
Lee Wesley & Associates Savings and Retirement Plan-21---
2006124$96,666$8,172$341iApproximate average salary by contribution assumption: employee only about $8,513 at 4% or $5,675 at 6%; with 50% employer match about $5,675 at 4% or $3,783 at 6%; with 100% employer match about $4,256 at 4% or $2,838 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-24$96,666$8,172$341iApproximate average salary by contribution assumption: employee only about $8,513 at 4% or $5,675 at 6%; with 50% employer match about $5,675 at 4% or $3,783 at 6%; with 100% employer match about $4,256 at 4% or $2,838 at 6%.
2005125$79,746$7,560$302iApproximate average salary by contribution assumption: employee only about $7,560 at 4% or $5,040 at 6%; with 50% employer match about $5,040 at 4% or $3,360 at 6%; with 100% employer match about $3,780 at 4% or $2,520 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-25$79,746$7,560$302iApproximate average salary by contribution assumption: employee only about $7,560 at 4% or $5,040 at 6%; with 50% employer match about $5,040 at 4% or $3,360 at 6%; with 100% employer match about $3,780 at 4% or $2,520 at 6%.
2004117$69,008$6,937$408iApproximate average salary by contribution assumption: employee only about $10,201 at 4% or $6,801 at 6%; with 50% employer match about $6,801 at 4% or $4,534 at 6%; with 100% employer match about $5,101 at 4% or $3,400 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-17$69,008$6,937$408iApproximate average salary by contribution assumption: employee only about $10,201 at 4% or $6,801 at 6%; with 50% employer match about $6,801 at 4% or $4,534 at 6%; with 100% employer match about $5,101 at 4% or $3,400 at 6%.
2003117$57,476$5,727$337iApproximate average salary by contribution assumption: employee only about $8,422 at 4% or $5,615 at 6%; with 50% employer match about $5,615 at 4% or $3,743 at 6%; with 100% employer match about $4,211 at 4% or $2,807 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-17$57,476$5,727$337iApproximate average salary by contribution assumption: employee only about $8,422 at 4% or $5,615 at 6%; with 50% employer match about $5,615 at 4% or $3,743 at 6%; with 100% employer match about $4,211 at 4% or $2,807 at 6%.
2002115$0$0-
Lee Wesley & Associates Savings and Retirement Plan-15---
2001113$0$0-
Lee Wesley & Associates Savings and Retirement Plan-13---
200018$56,772$8,907$1,113iApproximate average salary by contribution assumption: employee only about $27,834 at 4% or $18,556 at 6%; with 50% employer match about $18,556 at 4% or $12,371 at 6%; with 100% employer match about $13,917 at 4% or $9,278 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-8$56,772$8,907$1,113iApproximate average salary by contribution assumption: employee only about $27,834 at 4% or $18,556 at 6%; with 50% employer match about $18,556 at 4% or $12,371 at 6%; with 100% employer match about $13,917 at 4% or $9,278 at 6%.
1999110$52,818$12,483$1,248iApproximate average salary by contribution assumption: employee only about $31,208 at 4% or $20,805 at 6%; with 50% employer match about $20,805 at 4% or $13,870 at 6%; with 100% employer match about $15,604 at 4% or $10,403 at 6%.
Lee Wesley & Associates Savings and Retirement Plan-10$52,818$12,483$1,248iApproximate average salary by contribution assumption: employee only about $31,208 at 4% or $20,805 at 6%; with 50% employer match about $20,805 at 4% or $13,870 at 6%; with 100% employer match about $15,604 at 4% or $10,403 at 6%.