Civic Intelligence

Jeffrey Lee Company

Plan context: Jeffrey Lee Company 401K Plan

EIN 71-1044053 • Susan City, CA • 10 filings • 1 plans

1411 Pelican WaySusan City, CA 94585
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$299,352

2023 Contributions

$43,626

Historical Graphs

Total Assets Over Time

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

$299,352$149,676$0201420182022YearValue
$299,352Latest year 2022

Participants Over Time

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

320201420182022YearValue
3Latest year 2022

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
202310$0$43,626-
Jeffrey Lee Company 401K Plan-0$0$43,626-
202213$299,352$41,085$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
Jeffrey Lee Company 401K Plan-3$299,352$41,085$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
202113$297,043$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Jeffrey Lee Company 401K Plan-3$297,043$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
202013$239,381$36,400$12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%.
Jeffrey Lee Company 401K Plan-3$239,381$36,400$12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%.
201912$185,021$39,600$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
Jeffrey Lee Company 401K Plan-2$185,021$39,600$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
201811$126,928$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Jeffrey Lee Company 401K Plan-1$126,928$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201711$107,311$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Jeffrey Lee Company 401K Plan-1$107,311$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201611$74,753$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Jeffrey Lee Company 401K Plan-1$74,753$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201511$47,754$25,920$25,920iApproximate average salary by contribution assumption: employee only about $648,000 at 4% or $432,000 at 6%; with 50% employer match about $432,000 at 4% or $288,000 at 6%; with 100% employer match about $324,000 at 4% or $216,000 at 6%.
Jeffrey Lee Company 401K Plan-1$47,754$25,920$25,920iApproximate average salary by contribution assumption: employee only about $648,000 at 4% or $432,000 at 6%; with 50% employer match about $432,000 at 4% or $288,000 at 6%; with 100% employer match about $324,000 at 4% or $216,000 at 6%.
201411$23,078$23,002$23,002iApproximate average salary by contribution assumption: employee only about $575,050 at 4% or $383,367 at 6%; with 50% employer match about $383,367 at 4% or $255,578 at 6%; with 100% employer match about $287,525 at 4% or $191,683 at 6%.
Jeffrey Lee Company 401K Plan-1$23,078$23,002$23,002iApproximate average salary by contribution assumption: employee only about $575,050 at 4% or $383,367 at 6%; with 50% employer match about $383,367 at 4% or $255,578 at 6%; with 100% employer match about $287,525 at 4% or $191,683 at 6%.