Civic Intelligence

Lee Fp Inc.

Plan context: Lee Fp Inc. 401(K) Plan

EIN 65-0184989 • Fort Myers, FL • 27 filings • 6 plans

9800 South Healthpark DriveSuite 310Fort Myers, FL 33908
Current Snapshot

Latest Year

2024

2024 Participants

547

2024 Assets

$13,716,710

2024 Contributions

$2,272,328

Historical Graphs

Total Assets Over Time

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

$13,716,710$6,858,355$0200420152024YearValue
$13,716,710Latest year 2024

Participants Over Time

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

5972990200020122024YearValue
547Latest 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
20242547$13,716,710$2,272,328$4,154iApproximate average salary by contribution assumption: employee only about $103,854 at 4% or $69,236 at 6%; with 50% employer match about $69,236 at 4% or $46,157 at 6%; with 100% employer match about $51,927 at 4% or $34,618 at 6%.
Lee Fp Inc. 401(K) Plan-547$13,716,710$2,272,328$4,154iApproximate average salary by contribution assumption: employee only about $103,854 at 4% or $69,236 at 6%; with 50% employer match about $69,236 at 4% or $46,157 at 6%; with 100% employer match about $51,927 at 4% or $34,618 at 6%.
Lee Fp Inc. DBA Cypress Living Employee Welfare Benefits Plan.-356---
20231597$11,428,551$2,066,409$3,461iApproximate average salary by contribution assumption: employee only about $86,533 at 4% or $57,689 at 6%; with 50% employer match about $57,689 at 4% or $38,459 at 6%; with 100% employer match about $43,267 at 4% or $28,844 at 6%.
Lee Fp Inc. 401(K) Plan-597$11,428,551$2,066,409$3,461iApproximate average salary by contribution assumption: employee only about $86,533 at 4% or $57,689 at 6%; with 50% employer match about $57,689 at 4% or $38,459 at 6%; with 100% employer match about $43,267 at 4% or $28,844 at 6%.
20221561$9,227,521$2,284,318$4,072iApproximate average salary by contribution assumption: employee only about $101,797 at 4% or $67,864 at 6%; with 50% employer match about $67,864 at 4% or $45,243 at 6%; with 100% employer match about $50,898 at 4% or $33,932 at 6%.
Lee Fp Inc. 401(K) Plan-561$9,227,521$2,284,318$4,072iApproximate average salary by contribution assumption: employee only about $101,797 at 4% or $67,864 at 6%; with 50% employer match about $67,864 at 4% or $45,243 at 6%; with 100% employer match about $50,898 at 4% or $33,932 at 6%.
20211454$9,364,246$7,160,605$15,772iApproximate average salary by contribution assumption: employee only about $394,306 at 4% or $262,871 at 6%; with 50% employer match about $262,871 at 4% or $175,247 at 6%; with 100% employer match about $197,153 at 4% or $131,435 at 6%.
Lee Fp Inc. 401(K) Plan-454$9,364,246$7,160,605$15,772iApproximate average salary by contribution assumption: employee only about $394,306 at 4% or $262,871 at 6%; with 50% employer match about $262,871 at 4% or $175,247 at 6%; with 100% employer match about $197,153 at 4% or $131,435 at 6%.
2020117$2,138,214$1,017,781$59,869iApproximate average salary by contribution assumption: employee only about $1,496,737 at 4% or $997,825 at 6%; with 50% employer match about $997,825 at 4% or $665,216 at 6%; with 100% employer match about $748,368 at 4% or $498,912 at 6%.
Lee Fp Inc. 401(K) Plan-17$2,138,214$1,017,781$59,869iApproximate average salary by contribution assumption: employee only about $1,496,737 at 4% or $997,825 at 6%; with 50% employer match about $997,825 at 4% or $665,216 at 6%; with 100% employer match about $748,368 at 4% or $498,912 at 6%.
2019113$877,756$205,784$15,830iApproximate average salary by contribution assumption: employee only about $395,738 at 4% or $263,826 at 6%; with 50% employer match about $263,826 at 4% or $175,884 at 6%; with 100% employer match about $197,869 at 4% or $131,913 at 6%.
Lee Fp Inc. 401(K) Plan-13$877,756$205,784$15,830iApproximate average salary by contribution assumption: employee only about $395,738 at 4% or $263,826 at 6%; with 50% employer match about $263,826 at 4% or $175,884 at 6%; with 100% employer match about $197,869 at 4% or $131,913 at 6%.
2018115$2,733,365$194,326$12,955iApproximate average salary by contribution assumption: employee only about $323,877 at 4% or $215,918 at 6%; with 50% employer match about $215,918 at 4% or $143,945 at 6%; with 100% employer match about $161,938 at 4% or $107,959 at 6%.
Lee Fp Inc. 401(K) Plan-15$2,733,365$194,326$12,955iApproximate average salary by contribution assumption: employee only about $323,877 at 4% or $215,918 at 6%; with 50% employer match about $215,918 at 4% or $143,945 at 6%; with 100% employer match about $161,938 at 4% or $107,959 at 6%.
2017115$2,719,569$175,437$11,696iApproximate average salary by contribution assumption: employee only about $292,395 at 4% or $194,930 at 6%; with 50% employer match about $194,930 at 4% or $129,953 at 6%; with 100% employer match about $146,198 at 4% or $97,465 at 6%.
Lee Fp Inc. 401(K) Plan-15$2,719,569$175,437$11,696iApproximate average salary by contribution assumption: employee only about $292,395 at 4% or $194,930 at 6%; with 50% employer match about $194,930 at 4% or $129,953 at 6%; with 100% employer match about $146,198 at 4% or $97,465 at 6%.
2016115$2,210,251$223,088$14,873iApproximate average salary by contribution assumption: employee only about $371,813 at 4% or $247,876 at 6%; with 50% employer match about $247,876 at 4% or $165,250 at 6%; with 100% employer match about $185,907 at 4% or $123,938 at 6%.
Lee Fp Inc. 401(K) Plan-15$2,210,251$223,088$14,873iApproximate average salary by contribution assumption: employee only about $371,813 at 4% or $247,876 at 6%; with 50% employer match about $247,876 at 4% or $165,250 at 6%; with 100% employer match about $185,907 at 4% or $123,938 at 6%.
2015112$2,064,526$149,930$12,494iApproximate average salary by contribution assumption: employee only about $312,354 at 4% or $208,236 at 6%; with 50% employer match about $208,236 at 4% or $138,824 at 6%; with 100% employer match about $156,177 at 4% or $104,118 at 6%.
Lee Fp Inc. 401(K) Plan-12$2,064,526$149,930$12,494iApproximate average salary by contribution assumption: employee only about $312,354 at 4% or $208,236 at 6%; with 50% employer match about $208,236 at 4% or $138,824 at 6%; with 100% employer match about $156,177 at 4% or $104,118 at 6%.
2014111$2,543,308$50,085$4,553iApproximate average salary by contribution assumption: employee only about $113,830 at 4% or $75,886 at 6%; with 50% employer match about $75,886 at 4% or $50,591 at 6%; with 100% employer match about $56,915 at 4% or $37,943 at 6%.
Lee Fp Inc. 401(K) Plan-11$2,543,308$50,085$4,553iApproximate average salary by contribution assumption: employee only about $113,830 at 4% or $75,886 at 6%; with 50% employer match about $75,886 at 4% or $50,591 at 6%; with 100% employer match about $56,915 at 4% or $37,943 at 6%.
2013112$2,403,603$157,528$13,127iApproximate average salary by contribution assumption: employee only about $328,183 at 4% or $218,789 at 6%; with 50% employer match about $218,789 at 4% or $145,859 at 6%; with 100% employer match about $164,092 at 4% or $109,394 at 6%.
Lee Fp Inc. 401(K) Plan-12$2,403,603$157,528$13,127iApproximate average salary by contribution assumption: employee only about $328,183 at 4% or $218,789 at 6%; with 50% employer match about $218,789 at 4% or $145,859 at 6%; with 100% employer match about $164,092 at 4% or $109,394 at 6%.
201219$2,074,240$136,174$15,130iApproximate average salary by contribution assumption: employee only about $378,261 at 4% or $252,174 at 6%; with 50% employer match about $252,174 at 4% or $168,116 at 6%; with 100% employer match about $189,131 at 4% or $126,087 at 6%.
Lee Fp Inc. 401(K) Plan-9$2,074,240$136,174$15,130iApproximate average salary by contribution assumption: employee only about $378,261 at 4% or $252,174 at 6%; with 50% employer match about $252,174 at 4% or $168,116 at 6%; with 100% employer match about $189,131 at 4% or $126,087 at 6%.
201116$1,856,130$146,630$24,438iApproximate average salary by contribution assumption: employee only about $610,958 at 4% or $407,306 at 6%; with 50% employer match about $407,306 at 4% or $271,537 at 6%; with 100% employer match about $305,479 at 4% or $203,653 at 6%.
Lee Fp Inc. 401(K) Plan-6$1,856,130$146,630$24,438iApproximate average salary by contribution assumption: employee only about $610,958 at 4% or $407,306 at 6%; with 50% employer match about $407,306 at 4% or $271,537 at 6%; with 100% employer match about $305,479 at 4% or $203,653 at 6%.
201017$1,501,957$161,935$23,134iApproximate average salary by contribution assumption: employee only about $578,339 at 4% or $385,560 at 6%; with 50% employer match about $385,560 at 4% or $257,040 at 6%; with 100% employer match about $289,170 at 4% or $192,780 at 6%.
Lee Fp Inc. 401(K) Plan-7$1,501,957$161,935$23,134iApproximate average salary by contribution assumption: employee only about $578,339 at 4% or $385,560 at 6%; with 50% employer match about $385,560 at 4% or $257,040 at 6%; with 100% employer match about $289,170 at 4% or $192,780 at 6%.
200919$1,410,879$147,027$16,336iApproximate average salary by contribution assumption: employee only about $408,408 at 4% or $272,272 at 6%; with 50% employer match about $272,272 at 4% or $181,515 at 6%; with 100% employer match about $204,204 at 4% or $136,136 at 6%.
Lee Fp Inc. 401(K) Plan-9$1,410,879$147,027$16,336iApproximate average salary by contribution assumption: employee only about $408,408 at 4% or $272,272 at 6%; with 50% employer match about $272,272 at 4% or $181,515 at 6%; with 100% employer match about $204,204 at 4% or $136,136 at 6%.
200817$0$0-
Lee Fp Inc. 401(K) Plan-7---
200716$0$0-
Lee Fp Inc. 401(K) Plan-6---
200616$1,346,244$110,609$18,435iApproximate average salary by contribution assumption: employee only about $460,871 at 4% or $307,247 at 6%; with 50% employer match about $307,247 at 4% or $204,831 at 6%; with 100% employer match about $230,435 at 4% or $153,624 at 6%.
Lee Fp Inc. 401(K) Plan-6$1,346,244$110,609$18,435iApproximate average salary by contribution assumption: employee only about $460,871 at 4% or $307,247 at 6%; with 50% employer match about $307,247 at 4% or $204,831 at 6%; with 100% employer match about $230,435 at 4% or $153,624 at 6%.
200514$1,099,255$107,967$26,992iApproximate average salary by contribution assumption: employee only about $674,794 at 4% or $449,863 at 6%; with 50% employer match about $449,863 at 4% or $299,908 at 6%; with 100% employer match about $337,397 at 4% or $224,931 at 6%.
Lee Fp Inc. 401(K) Plan-4$1,099,255$107,967$26,992iApproximate average salary by contribution assumption: employee only about $674,794 at 4% or $449,863 at 6%; with 50% employer match about $449,863 at 4% or $299,908 at 6%; with 100% employer match about $337,397 at 4% or $224,931 at 6%.
2004234$1,656,852$224,411$6,600iApproximate average salary by contribution assumption: employee only about $165,008 at 4% or $110,005 at 6%; with 50% employer match about $110,005 at 4% or $73,337 at 6%; with 100% employer match about $82,504 at 4% or $55,003 at 6%.
Lee Fp Inc. 401(K) Plan-6$926,926$108,706$18,118iApproximate average salary by contribution assumption: employee only about $452,942 at 4% or $301,961 at 6%; with 50% employer match about $301,961 at 4% or $201,307 at 6%; with 100% employer match about $226,471 at 4% or $150,981 at 6%.
Lee Fp Inc. 401(K) Plan-34$729,926$115,705$3,403iApproximate average salary by contribution assumption: employee only about $85,077 at 4% or $56,718 at 6%; with 50% employer match about $56,718 at 4% or $37,812 at 6%; with 100% employer match about $42,539 at 4% or $28,359 at 6%.
2003124$0$0-
Lee Fp Inc. 401(K) Plan-24---
200216$0$0-
Lee Fp Inc. 401(K) Plan-6---
200116$0$0-
Lee Fp Inc. 401(K) Plan-6---
200016$0$0-
Lee Fp Inc. 401(K) Plan-6---