Civic Intelligence

Parsons, Lee & Juliano PC

Plan context: Parsons, Lee & Juliano PC 401(K) Ps and Trust

EIN 63-0922938 • Birmingham, AL • 26 filings • 7 plans

600 Vestavia ParkwaySuite 300Birmingham, AL 35216
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$9,909,811

2024 Contributions

$267,566

Historical Graphs

Total Assets Over Time

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

$9,909,811$4,954,906$0199920122024YearValue
$9,909,811Latest year 2024

Participants Over Time

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

31160199920122024YearValue
23Latest 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
2024123$9,909,811$267,566$11,633iApproximate average salary by contribution assumption: employee only about $290,833 at 4% or $193,888 at 6%; with 50% employer match about $193,888 at 4% or $129,259 at 6%; with 100% employer match about $145,416 at 4% or $96,944 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-23$9,909,811$267,566$11,633iApproximate average salary by contribution assumption: employee only about $290,833 at 4% or $193,888 at 6%; with 50% employer match about $193,888 at 4% or $129,259 at 6%; with 100% employer match about $145,416 at 4% or $96,944 at 6%.
2023125$8,906,200$257,383$10,295iApproximate average salary by contribution assumption: employee only about $257,383 at 4% or $171,589 at 6%; with 50% employer match about $171,589 at 4% or $114,392 at 6%; with 100% employer match about $128,692 at 4% or $85,794 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-25$8,906,200$257,383$10,295iApproximate average salary by contribution assumption: employee only about $257,383 at 4% or $171,589 at 6%; with 50% employer match about $171,589 at 4% or $114,392 at 6%; with 100% employer match about $128,692 at 4% or $85,794 at 6%.
2022129$8,615,216$295,321$10,183iApproximate average salary by contribution assumption: employee only about $254,587 at 4% or $169,725 at 6%; with 50% employer match about $169,725 at 4% or $113,150 at 6%; with 100% employer match about $127,294 at 4% or $84,862 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-29$8,615,216$295,321$10,183iApproximate average salary by contribution assumption: employee only about $254,587 at 4% or $169,725 at 6%; with 50% employer match about $169,725 at 4% or $113,150 at 6%; with 100% employer match about $127,294 at 4% or $84,862 at 6%.
2021130$9,895,426$281,411$9,380iApproximate average salary by contribution assumption: employee only about $234,509 at 4% or $156,339 at 6%; with 50% employer match about $156,339 at 4% or $104,226 at 6%; with 100% employer match about $117,255 at 4% or $78,170 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-30$9,895,426$281,411$9,380iApproximate average salary by contribution assumption: employee only about $234,509 at 4% or $156,339 at 6%; with 50% employer match about $156,339 at 4% or $104,226 at 6%; with 100% employer match about $117,255 at 4% or $78,170 at 6%.
2020126$8,392,597$342,255$13,164iApproximate average salary by contribution assumption: employee only about $329,091 at 4% or $219,394 at 6%; with 50% employer match about $219,394 at 4% or $146,263 at 6%; with 100% employer match about $164,546 at 4% or $109,697 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-26$8,392,597$342,255$13,164iApproximate average salary by contribution assumption: employee only about $329,091 at 4% or $219,394 at 6%; with 50% employer match about $219,394 at 4% or $146,263 at 6%; with 100% employer match about $164,546 at 4% or $109,697 at 6%.
2019126$7,184,269$237,095$9,119iApproximate average salary by contribution assumption: employee only about $227,976 at 4% or $151,984 at 6%; with 50% employer match about $151,984 at 4% or $101,323 at 6%; with 100% employer match about $113,988 at 4% or $75,992 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-26$7,184,269$237,095$9,119iApproximate average salary by contribution assumption: employee only about $227,976 at 4% or $151,984 at 6%; with 50% employer match about $151,984 at 4% or $101,323 at 6%; with 100% employer match about $113,988 at 4% or $75,992 at 6%.
2018127$5,975,934$269,192$9,970iApproximate average salary by contribution assumption: employee only about $249,252 at 4% or $166,168 at 6%; with 50% employer match about $166,168 at 4% or $110,779 at 6%; with 100% employer match about $124,626 at 4% or $83,084 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-27$5,975,934$269,192$9,970iApproximate average salary by contribution assumption: employee only about $249,252 at 4% or $166,168 at 6%; with 50% employer match about $166,168 at 4% or $110,779 at 6%; with 100% employer match about $124,626 at 4% or $83,084 at 6%.
2017128$6,650,271$308,664$11,024iApproximate average salary by contribution assumption: employee only about $275,593 at 4% or $183,729 at 6%; with 50% employer match about $183,729 at 4% or $122,486 at 6%; with 100% employer match about $137,796 at 4% or $91,864 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-28$6,650,271$308,664$11,024iApproximate average salary by contribution assumption: employee only about $275,593 at 4% or $183,729 at 6%; with 50% employer match about $183,729 at 4% or $122,486 at 6%; with 100% employer match about $137,796 at 4% or $91,864 at 6%.
2016128$7,092,123$319,846$11,423iApproximate average salary by contribution assumption: employee only about $285,577 at 4% or $190,385 at 6%; with 50% employer match about $190,385 at 4% or $126,923 at 6%; with 100% employer match about $142,788 at 4% or $95,192 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-28$7,092,123$319,846$11,423iApproximate average salary by contribution assumption: employee only about $285,577 at 4% or $190,385 at 6%; with 50% employer match about $190,385 at 4% or $126,923 at 6%; with 100% employer match about $142,788 at 4% or $95,192 at 6%.
2015128$6,674,331$289,253$10,330iApproximate average salary by contribution assumption: employee only about $258,262 at 4% or $172,174 at 6%; with 50% employer match about $172,174 at 4% or $114,783 at 6%; with 100% employer match about $129,131 at 4% or $86,087 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-28$6,674,331$289,253$10,330iApproximate average salary by contribution assumption: employee only about $258,262 at 4% or $172,174 at 6%; with 50% employer match about $172,174 at 4% or $114,783 at 6%; with 100% employer match about $129,131 at 4% or $86,087 at 6%.
2014128$7,919,965$324,507$11,590iApproximate average salary by contribution assumption: employee only about $289,738 at 4% or $193,159 at 6%; with 50% employer match about $193,159 at 4% or $128,773 at 6%; with 100% employer match about $144,869 at 4% or $96,579 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-28$7,919,965$324,507$11,590iApproximate average salary by contribution assumption: employee only about $289,738 at 4% or $193,159 at 6%; with 50% employer match about $193,159 at 4% or $128,773 at 6%; with 100% employer match about $144,869 at 4% or $96,579 at 6%.
2013123$7,245,650$242,265$10,533iApproximate average salary by contribution assumption: employee only about $263,332 at 4% or $175,554 at 6%; with 50% employer match about $175,554 at 4% or $117,036 at 6%; with 100% employer match about $131,666 at 4% or $87,777 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-23$7,245,650$242,265$10,533iApproximate average salary by contribution assumption: employee only about $263,332 at 4% or $175,554 at 6%; with 50% employer match about $175,554 at 4% or $117,036 at 6%; with 100% employer match about $131,666 at 4% or $87,777 at 6%.
2012128$6,380,576$245,475$8,767iApproximate average salary by contribution assumption: employee only about $219,174 at 4% or $146,116 at 6%; with 50% employer match about $146,116 at 4% or $97,411 at 6%; with 100% employer match about $109,587 at 4% or $73,058 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-28$6,380,576$245,475$8,767iApproximate average salary by contribution assumption: employee only about $219,174 at 4% or $146,116 at 6%; with 50% employer match about $146,116 at 4% or $97,411 at 6%; with 100% employer match about $109,587 at 4% or $73,058 at 6%.
2011130$5,571,893$296,391$9,880iApproximate average salary by contribution assumption: employee only about $246,993 at 4% or $164,662 at 6%; with 50% employer match about $164,662 at 4% or $109,774 at 6%; with 100% employer match about $123,496 at 4% or $82,331 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-30$5,571,893$296,391$9,880iApproximate average salary by contribution assumption: employee only about $246,993 at 4% or $164,662 at 6%; with 50% employer match about $164,662 at 4% or $109,774 at 6%; with 100% employer match about $123,496 at 4% or $82,331 at 6%.
2010130$5,546,179$50,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-30$5,546,179$50,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
2009128$4,731,379$0-
Parsons, Lee & Juliano PC 401(K) Ps and Trust-28$4,731,379--
2008127$3,862,097$0-
Parsons, Lee & Juliano PC 401(K) Ps and Trust-27$3,862,097--
2007130$5,856,416$50,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-30$5,856,416$50,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
2006126$5,554,437$202,000$7,769iApproximate average salary by contribution assumption: employee only about $194,231 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,325 at 6%; with 100% employer match about $97,115 at 4% or $64,744 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-26$5,554,437$202,000$7,769iApproximate average salary by contribution assumption: employee only about $194,231 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,325 at 6%; with 100% employer match about $97,115 at 4% or $64,744 at 6%.
2005127$4,899,964$193,984$7,185iApproximate average salary by contribution assumption: employee only about $179,615 at 4% or $119,743 at 6%; with 50% employer match about $119,743 at 4% or $79,829 at 6%; with 100% employer match about $89,807 at 4% or $59,872 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-27$4,899,964$193,984$7,185iApproximate average salary by contribution assumption: employee only about $179,615 at 4% or $119,743 at 6%; with 50% employer match about $119,743 at 4% or $79,829 at 6%; with 100% employer match about $89,807 at 4% or $59,872 at 6%.
2004131$4,410,328$0-
Parsons, Lee & Juliano PC 401(K) Ps and Trust-31$4,410,328--
2003127$3,968,436$463,803$17,178iApproximate average salary by contribution assumption: employee only about $429,447 at 4% or $286,298 at 6%; with 50% employer match about $286,298 at 4% or $190,865 at 6%; with 100% employer match about $214,724 at 4% or $143,149 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-27$3,968,436$463,803$17,178iApproximate average salary by contribution assumption: employee only about $429,447 at 4% or $286,298 at 6%; with 50% employer match about $286,298 at 4% or $190,865 at 6%; with 100% employer match about $214,724 at 4% or $143,149 at 6%.
2002125$2,792,520$393,672$15,747iApproximate average salary by contribution assumption: employee only about $393,672 at 4% or $262,448 at 6%; with 50% employer match about $262,448 at 4% or $174,965 at 6%; with 100% employer match about $196,836 at 4% or $131,224 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-25$2,792,520$393,672$15,747iApproximate average salary by contribution assumption: employee only about $393,672 at 4% or $262,448 at 6%; with 50% employer match about $262,448 at 4% or $174,965 at 6%; with 100% employer match about $196,836 at 4% or $131,224 at 6%.
2001126$2,981,055$287,744$11,067iApproximate average salary by contribution assumption: employee only about $276,677 at 4% or $184,451 at 6%; with 50% employer match about $184,451 at 4% or $122,968 at 6%; with 100% employer match about $138,338 at 4% or $92,226 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-26$2,981,055$287,744$11,067iApproximate average salary by contribution assumption: employee only about $276,677 at 4% or $184,451 at 6%; with 50% employer match about $184,451 at 4% or $122,968 at 6%; with 100% employer match about $138,338 at 4% or $92,226 at 6%.
2000124$2,962,908$264,391$11,016iApproximate average salary by contribution assumption: employee only about $275,407 at 4% or $183,605 at 6%; with 50% employer match about $183,605 at 4% or $122,403 at 6%; with 100% employer match about $137,704 at 4% or $91,802 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-24$2,962,908$264,391$11,016iApproximate average salary by contribution assumption: employee only about $275,407 at 4% or $183,605 at 6%; with 50% employer match about $183,605 at 4% or $122,403 at 6%; with 100% employer match about $137,704 at 4% or $91,802 at 6%.
1999122$2,869,515$236,920$10,769iApproximate average salary by contribution assumption: employee only about $269,227 at 4% or $179,485 at 6%; with 50% employer match about $179,485 at 4% or $119,657 at 6%; with 100% employer match about $134,614 at 4% or $89,742 at 6%.
Parsons, Lee & Juliano PC 401(K) Ps and Trust-22$2,869,515$236,920$10,769iApproximate average salary by contribution assumption: employee only about $269,227 at 4% or $179,485 at 6%; with 50% employer match about $179,485 at 4% or $119,657 at 6%; with 100% employer match about $134,614 at 4% or $89,742 at 6%.