Lee & Lee Inc
Plan context: Lee & Lee Profit Sharing Plan
EIN 63-1035269 • Birmingham, AL • 22 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$159,768
2017 Contributions
$17,365
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 | 1 | 0 | $0 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 0 | - | - | - |
| 2016 | 1 | 2 | $159,768 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $159,768 | - | - |
| 2015 | 1 | 2 | $158,054 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $158,054 | - | - |
| 2014 | 1 | 2 | $158,977 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $158,977 | - | - |
| 2013 | 1 | 2 | $158,385 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $158,385 | - | - |
| 2012 | 1 | 2 | $145,086 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $145,086 | - | - |
| 2011 | 1 | 2 | $126,322 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $126,322 | - | - |
| 2010 | 1 | 2 | $143,717 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $143,717 | - | - |
| 2008 | 1 | 2 | $196,407 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $196,407 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $288,758 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $288,758 | - | - |
| 2005 | 1 | 2 | $255,320 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $255,320 | - | - |
| 2004 | 1 | 2 | $248,341 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $248,341 | - | - |
| 2003 | 2 | 2 | $219,083 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $219,083 | - | - |
| LEE & LEE, INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 2 | $168,709 | $0 | - |
| LEE & LEE, INC. MONEY PURCHASE PENSION PLAN | - | 2 | $102,659 | - | - |
| Lee & Lee Profit Sharing Plan | - | 2 | $66,050 | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Lee & Lee Profit Sharing Plan | - | 3 | - | - | - |
| LEE & LEE, INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2000 | 3 | 3 | $83,394 | $17,365 | $5,788iApproximate average salary by contribution assumption: employee only about $144,708 at 4% or $96,472 at 6%; with 50% employer match about $96,472 at 4% or $64,315 at 6%; with 100% employer match about $72,354 at 4% or $48,236 at 6%. |
| Lee & Lee Profit Sharing Plan | - | 3 | $83,394 | $17,365 | $5,788iApproximate average salary by contribution assumption: employee only about $144,708 at 4% or $96,472 at 6%; with 50% employer match about $96,472 at 4% or $64,315 at 6%; with 100% employer match about $72,354 at 4% or $48,236 at 6%. |
| LEE & LEE, INC. MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| LEE AND LEE INC. -- MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |