Civic Intelligence

Lee Equity Partners LLC

Plan context: Lee Equity Partners LLC 401(K) Plan

EIN 71-1016991 • New York, NY • 18 filings • 2 plans

40 W 57th St Ste 1620New York, NY 10019
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$14,358,178

2024 Contributions

$1,087,294

Historical Graphs

Total Assets Over Time

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

$14,358,178$7,179,089$0200720162024YearValue
$14,358,178Latest year 2024

Participants Over Time

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

67340200720162024YearValue
67Latest 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
2024167$14,358,178$1,087,294$16,228iApproximate average salary by contribution assumption: employee only about $405,707 at 4% or $270,471 at 6%; with 50% employer match about $270,471 at 4% or $180,314 at 6%; with 100% employer match about $202,853 at 4% or $135,236 at 6%.
Lee Equity Partners LLC 401(K) Plan-67$14,358,178$1,087,294$16,228iApproximate average salary by contribution assumption: employee only about $405,707 at 4% or $270,471 at 6%; with 50% employer match about $270,471 at 4% or $180,314 at 6%; with 100% employer match about $202,853 at 4% or $135,236 at 6%.
2023165$11,774,572$1,866,259$28,712iApproximate average salary by contribution assumption: employee only about $717,792 at 4% or $478,528 at 6%; with 50% employer match about $478,528 at 4% or $319,019 at 6%; with 100% employer match about $358,896 at 4% or $239,264 at 6%.
Lee Equity Partners LLC 401(K) Plan-65$11,774,572$1,866,259$28,712iApproximate average salary by contribution assumption: employee only about $717,792 at 4% or $478,528 at 6%; with 50% employer match about $478,528 at 4% or $319,019 at 6%; with 100% employer match about $358,896 at 4% or $239,264 at 6%.
2022161$8,648,458$893,826$14,653iApproximate average salary by contribution assumption: employee only about $366,322 at 4% or $244,215 at 6%; with 50% employer match about $244,215 at 4% or $162,810 at 6%; with 100% employer match about $183,161 at 4% or $122,107 at 6%.
Lee Equity Partners LLC 401(K) Plan-61$8,648,458$893,826$14,653iApproximate average salary by contribution assumption: employee only about $366,322 at 4% or $244,215 at 6%; with 50% employer match about $244,215 at 4% or $162,810 at 6%; with 100% employer match about $183,161 at 4% or $122,107 at 6%.
2021154$9,473,314$1,671,630$30,956iApproximate average salary by contribution assumption: employee only about $773,903 at 4% or $515,935 at 6%; with 50% employer match about $515,935 at 4% or $343,957 at 6%; with 100% employer match about $386,951 at 4% or $257,968 at 6%.
Lee Equity Partners LLC 401(K) Plan-54$9,473,314$1,671,630$30,956iApproximate average salary by contribution assumption: employee only about $773,903 at 4% or $515,935 at 6%; with 50% employer match about $515,935 at 4% or $343,957 at 6%; with 100% employer match about $386,951 at 4% or $257,968 at 6%.
2020150$7,428,871$672,224$13,444iApproximate average salary by contribution assumption: employee only about $336,112 at 4% or $224,075 at 6%; with 50% employer match about $224,075 at 4% or $149,383 at 6%; with 100% employer match about $168,056 at 4% or $112,037 at 6%.
Lee Equity Partners LLC 401(K) Plan-50$7,428,871$672,224$13,444iApproximate average salary by contribution assumption: employee only about $336,112 at 4% or $224,075 at 6%; with 50% employer match about $224,075 at 4% or $149,383 at 6%; with 100% employer match about $168,056 at 4% or $112,037 at 6%.
2019140$5,895,227$656,759$16,419iApproximate average salary by contribution assumption: employee only about $410,474 at 4% or $273,650 at 6%; with 50% employer match about $273,650 at 4% or $182,433 at 6%; with 100% employer match about $205,237 at 4% or $136,825 at 6%.
Lee Equity Partners LLC 401(K) Plan-40$5,895,227$656,759$16,419iApproximate average salary by contribution assumption: employee only about $410,474 at 4% or $273,650 at 6%; with 50% employer match about $273,650 at 4% or $182,433 at 6%; with 100% employer match about $205,237 at 4% or $136,825 at 6%.
2018136$4,648,547$565,293$15,703iApproximate average salary by contribution assumption: employee only about $392,565 at 4% or $261,710 at 6%; with 50% employer match about $261,710 at 4% or $174,473 at 6%; with 100% employer match about $196,282 at 4% or $130,855 at 6%.
Lee Equity Partners LLC 401(K) Plan-36$4,648,547$565,293$15,703iApproximate average salary by contribution assumption: employee only about $392,565 at 4% or $261,710 at 6%; with 50% employer match about $261,710 at 4% or $174,473 at 6%; with 100% employer match about $196,282 at 4% or $130,855 at 6%.
2017133$4,665,105$508,248$15,401iApproximate average salary by contribution assumption: employee only about $385,036 at 4% or $256,691 at 6%; with 50% employer match about $256,691 at 4% or $171,127 at 6%; with 100% employer match about $192,518 at 4% or $128,345 at 6%.
Lee Equity Partners LLC 401(K) Plan-33$4,665,105$508,248$15,401iApproximate average salary by contribution assumption: employee only about $385,036 at 4% or $256,691 at 6%; with 50% employer match about $256,691 at 4% or $171,127 at 6%; with 100% employer match about $192,518 at 4% or $128,345 at 6%.
2016138$3,817,234$547,518$14,408iApproximate average salary by contribution assumption: employee only about $360,209 at 4% or $240,139 at 6%; with 50% employer match about $240,139 at 4% or $160,093 at 6%; with 100% employer match about $180,105 at 4% or $120,070 at 6%.
Lee Equity Partners LLC 401(K) Plan-38$3,817,234$547,518$14,408iApproximate average salary by contribution assumption: employee only about $360,209 at 4% or $240,139 at 6%; with 50% employer match about $240,139 at 4% or $160,093 at 6%; with 100% employer match about $180,105 at 4% or $120,070 at 6%.
2015132$3,008,087$491,614$15,363iApproximate average salary by contribution assumption: employee only about $384,073 at 4% or $256,049 at 6%; with 50% employer match about $256,049 at 4% or $170,699 at 6%; with 100% employer match about $192,037 at 4% or $128,024 at 6%.
Lee Equity Partners LLC 401(K) Plan-32$3,008,087$491,614$15,363iApproximate average salary by contribution assumption: employee only about $384,073 at 4% or $256,049 at 6%; with 50% employer match about $256,049 at 4% or $170,699 at 6%; with 100% employer match about $192,037 at 4% or $128,024 at 6%.
2014133$2,806,555$450,261$13,644iApproximate average salary by contribution assumption: employee only about $341,107 at 4% or $227,405 at 6%; with 50% employer match about $227,405 at 4% or $151,603 at 6%; with 100% employer match about $170,553 at 4% or $113,702 at 6%.
Lee Equity Partners LLC 401(K) Plan-33$2,806,555$450,261$13,644iApproximate average salary by contribution assumption: employee only about $341,107 at 4% or $227,405 at 6%; with 50% employer match about $227,405 at 4% or $151,603 at 6%; with 100% employer match about $170,553 at 4% or $113,702 at 6%.
2013138$2,512,337$451,085$11,871iApproximate average salary by contribution assumption: employee only about $296,766 at 4% or $197,844 at 6%; with 50% employer match about $197,844 at 4% or $131,896 at 6%; with 100% employer match about $148,383 at 4% or $98,922 at 6%.
Lee Equity Partners LLC 401(K) Plan-38$2,512,337$451,085$11,871iApproximate average salary by contribution assumption: employee only about $296,766 at 4% or $197,844 at 6%; with 50% employer match about $197,844 at 4% or $131,896 at 6%; with 100% employer match about $148,383 at 4% or $98,922 at 6%.
2012136$2,037,457$410,575$11,405iApproximate average salary by contribution assumption: employee only about $285,122 at 4% or $190,081 at 6%; with 50% employer match about $190,081 at 4% or $126,721 at 6%; with 100% employer match about $142,561 at 4% or $95,041 at 6%.
Lee Equity Partners LLC 401(K) Plan-36$2,037,457$410,575$11,405iApproximate average salary by contribution assumption: employee only about $285,122 at 4% or $190,081 at 6%; with 50% employer match about $190,081 at 4% or $126,721 at 6%; with 100% employer match about $142,561 at 4% or $95,041 at 6%.
2011133$1,531,481$362,189$10,975iApproximate average salary by contribution assumption: employee only about $274,386 at 4% or $182,924 at 6%; with 50% employer match about $182,924 at 4% or $121,949 at 6%; with 100% employer match about $137,193 at 4% or $91,462 at 6%.
Lee Equity Partners LLC 401(K) Plan-33$1,531,481$362,189$10,975iApproximate average salary by contribution assumption: employee only about $274,386 at 4% or $182,924 at 6%; with 50% employer match about $182,924 at 4% or $121,949 at 6%; with 100% employer match about $137,193 at 4% or $91,462 at 6%.
2010130$1,310,822$346,958$11,565iApproximate average salary by contribution assumption: employee only about $289,132 at 4% or $192,754 at 6%; with 50% employer match about $192,754 at 4% or $128,503 at 6%; with 100% employer match about $144,566 at 4% or $96,377 at 6%.
Lee Equity Partners LLC 401(K) Plan-30$1,310,822$346,958$11,565iApproximate average salary by contribution assumption: employee only about $289,132 at 4% or $192,754 at 6%; with 50% employer match about $192,754 at 4% or $128,503 at 6%; with 100% employer match about $144,566 at 4% or $96,377 at 6%.
2009130$845,120$308,248$10,275iApproximate average salary by contribution assumption: employee only about $256,873 at 4% or $171,249 at 6%; with 50% employer match about $171,249 at 4% or $114,166 at 6%; with 100% employer match about $128,437 at 4% or $85,624 at 6%.
Lee Equity Partners LLC 401(K) Plan-30$845,120$308,248$10,275iApproximate average salary by contribution assumption: employee only about $256,873 at 4% or $171,249 at 6%; with 50% employer match about $171,249 at 4% or $114,166 at 6%; with 100% employer match about $128,437 at 4% or $85,624 at 6%.
2008125$412,597$289,767$11,591iApproximate average salary by contribution assumption: employee only about $289,767 at 4% or $193,178 at 6%; with 50% employer match about $193,178 at 4% or $128,785 at 6%; with 100% employer match about $144,884 at 4% or $96,589 at 6%.
Lee Equity Partners LLC 401(K) Plan-25$412,597$289,767$11,591iApproximate average salary by contribution assumption: employee only about $289,767 at 4% or $193,178 at 6%; with 50% employer match about $193,178 at 4% or $128,785 at 6%; with 100% employer match about $144,884 at 4% or $96,589 at 6%.
2007119$243,262$183,108$9,637iApproximate average salary by contribution assumption: employee only about $240,932 at 4% or $160,621 at 6%; with 50% employer match about $160,621 at 4% or $107,081 at 6%; with 100% employer match about $120,466 at 4% or $80,311 at 6%.
Lee Equity Partners LLC 401(K) Plan-19$243,262$183,108$9,637iApproximate average salary by contribution assumption: employee only about $240,932 at 4% or $160,621 at 6%; with 50% employer match about $160,621 at 4% or $107,081 at 6%; with 100% employer match about $120,466 at 4% or $80,311 at 6%.