Robert Lee State Bank
Plan context: ROBERT LEE STATE BANK 401(K) PLAN
EIN 75-0526970 • Robert Lee, TX • 27 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$828,471
2024 Contributions
$41,505
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $828,471 | $41,505 | $3,459iApproximate average salary by contribution assumption: employee only about $86,469 at 4% or $57,646 at 6%; with 50% employer match about $57,646 at 4% or $38,431 at 6%; with 100% employer match about $43,234 at 4% or $28,823 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 12 | $828,471 | $41,505 | $3,459iApproximate average salary by contribution assumption: employee only about $86,469 at 4% or $57,646 at 6%; with 50% employer match about $57,646 at 4% or $38,431 at 6%; with 100% employer match about $43,234 at 4% or $28,823 at 6%. |
| 2023 | 1 | 10 | $994,325 | $49,001 | $4,900iApproximate average salary by contribution assumption: employee only about $122,503 at 4% or $81,668 at 6%; with 50% employer match about $81,668 at 4% or $54,446 at 6%; with 100% employer match about $61,251 at 4% or $40,834 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 10 | $994,325 | $49,001 | $4,900iApproximate average salary by contribution assumption: employee only about $122,503 at 4% or $81,668 at 6%; with 50% employer match about $81,668 at 4% or $54,446 at 6%; with 100% employer match about $61,251 at 4% or $40,834 at 6%. |
| 2022 | 1 | 12 | $865,396 | $55,296 | $4,608iApproximate average salary by contribution assumption: employee only about $115,200 at 4% or $76,800 at 6%; with 50% employer match about $76,800 at 4% or $51,200 at 6%; with 100% employer match about $57,600 at 4% or $38,400 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 12 | $865,396 | $55,296 | $4,608iApproximate average salary by contribution assumption: employee only about $115,200 at 4% or $76,800 at 6%; with 50% employer match about $76,800 at 4% or $51,200 at 6%; with 100% employer match about $57,600 at 4% or $38,400 at 6%. |
| 2021 | 1 | 13 | $995,593 | $54,061 | $4,159iApproximate average salary by contribution assumption: employee only about $103,963 at 4% or $69,309 at 6%; with 50% employer match about $69,309 at 4% or $46,206 at 6%; with 100% employer match about $51,982 at 4% or $34,654 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 13 | $995,593 | $54,061 | $4,159iApproximate average salary by contribution assumption: employee only about $103,963 at 4% or $69,309 at 6%; with 50% employer match about $69,309 at 4% or $46,206 at 6%; with 100% employer match about $51,982 at 4% or $34,654 at 6%. |
| 2020 | 1 | 13 | $848,101 | $55,722 | $4,286iApproximate average salary by contribution assumption: employee only about $107,158 at 4% or $71,438 at 6%; with 50% employer match about $71,438 at 4% or $47,626 at 6%; with 100% employer match about $53,579 at 4% or $35,719 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 13 | $848,101 | $55,722 | $4,286iApproximate average salary by contribution assumption: employee only about $107,158 at 4% or $71,438 at 6%; with 50% employer match about $71,438 at 4% or $47,626 at 6%; with 100% employer match about $53,579 at 4% or $35,719 at 6%. |
| 2019 | 1 | 15 | $762,734 | $51,971 | $3,465iApproximate average salary by contribution assumption: employee only about $86,618 at 4% or $57,746 at 6%; with 50% employer match about $57,746 at 4% or $38,497 at 6%; with 100% employer match about $43,309 at 4% or $28,873 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 15 | $762,734 | $51,971 | $3,465iApproximate average salary by contribution assumption: employee only about $86,618 at 4% or $57,746 at 6%; with 50% employer match about $57,746 at 4% or $38,497 at 6%; with 100% employer match about $43,309 at 4% or $28,873 at 6%. |
| 2018 | 1 | 15 | $635,724 | $56,710 | $3,781iApproximate average salary by contribution assumption: employee only about $94,517 at 4% or $63,011 at 6%; with 50% employer match about $63,011 at 4% or $42,007 at 6%; with 100% employer match about $47,258 at 4% or $31,506 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 15 | $635,724 | $56,710 | $3,781iApproximate average salary by contribution assumption: employee only about $94,517 at 4% or $63,011 at 6%; with 50% employer match about $63,011 at 4% or $42,007 at 6%; with 100% employer match about $47,258 at 4% or $31,506 at 6%. |
| 2017 | 1 | 17 | $789,335 | $54,714 | $3,218iApproximate average salary by contribution assumption: employee only about $80,462 at 4% or $53,641 at 6%; with 50% employer match about $53,641 at 4% or $35,761 at 6%; with 100% employer match about $40,231 at 4% or $26,821 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 17 | $789,335 | $54,714 | $3,218iApproximate average salary by contribution assumption: employee only about $80,462 at 4% or $53,641 at 6%; with 50% employer match about $53,641 at 4% or $35,761 at 6%; with 100% employer match about $40,231 at 4% or $26,821 at 6%. |
| 2016 | 1 | 16 | $663,012 | $52,424 | $3,277iApproximate average salary by contribution assumption: employee only about $81,913 at 4% or $54,608 at 6%; with 50% employer match about $54,608 at 4% or $36,406 at 6%; with 100% employer match about $40,956 at 4% or $27,304 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 16 | $663,012 | $52,424 | $3,277iApproximate average salary by contribution assumption: employee only about $81,913 at 4% or $54,608 at 6%; with 50% employer match about $54,608 at 4% or $36,406 at 6%; with 100% employer match about $40,956 at 4% or $27,304 at 6%. |
| 2015 | 1 | 16 | $583,088 | $50,416 | $3,151iApproximate average salary by contribution assumption: employee only about $78,775 at 4% or $52,517 at 6%; with 50% employer match about $52,517 at 4% or $35,011 at 6%; with 100% employer match about $39,388 at 4% or $26,258 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 16 | $583,088 | $50,416 | $3,151iApproximate average salary by contribution assumption: employee only about $78,775 at 4% or $52,517 at 6%; with 50% employer match about $52,517 at 4% or $35,011 at 6%; with 100% employer match about $39,388 at 4% or $26,258 at 6%. |
| 2014 | 1 | 16 | $564,153 | $53,240 | $3,328iApproximate average salary by contribution assumption: employee only about $83,188 at 4% or $55,458 at 6%; with 50% employer match about $55,458 at 4% or $36,972 at 6%; with 100% employer match about $41,594 at 4% or $27,729 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 16 | $564,153 | $53,240 | $3,328iApproximate average salary by contribution assumption: employee only about $83,188 at 4% or $55,458 at 6%; with 50% employer match about $55,458 at 4% or $36,972 at 6%; with 100% employer match about $41,594 at 4% or $27,729 at 6%. |
| 2013 | 1 | 17 | $530,482 | $57,045 | $3,356iApproximate average salary by contribution assumption: employee only about $83,890 at 4% or $55,926 at 6%; with 50% employer match about $55,926 at 4% or $37,284 at 6%; with 100% employer match about $41,945 at 4% or $27,963 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 17 | $530,482 | $57,045 | $3,356iApproximate average salary by contribution assumption: employee only about $83,890 at 4% or $55,926 at 6%; with 50% employer match about $55,926 at 4% or $37,284 at 6%; with 100% employer match about $41,945 at 4% or $27,963 at 6%. |
| 2012 | 1 | 19 | $436,757 | $51,515 | $2,711iApproximate average salary by contribution assumption: employee only about $67,783 at 4% or $45,189 at 6%; with 50% employer match about $45,189 at 4% or $30,126 at 6%; with 100% employer match about $33,891 at 4% or $22,594 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 19 | $436,757 | $51,515 | $2,711iApproximate average salary by contribution assumption: employee only about $67,783 at 4% or $45,189 at 6%; with 50% employer match about $45,189 at 4% or $30,126 at 6%; with 100% employer match about $33,891 at 4% or $22,594 at 6%. |
| 2011 | 2 | 19 | $352,588 | $310,463 | $16,340iApproximate average salary by contribution assumption: employee only about $408,504 at 4% or $272,336 at 6%; with 50% employer match about $272,336 at 4% or $181,557 at 6%; with 100% employer match about $204,252 at 4% or $136,168 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 19 | $352,588 | $310,463 | $16,340iApproximate average salary by contribution assumption: employee only about $408,504 at 4% or $272,336 at 6%; with 50% employer match about $272,336 at 4% or $181,557 at 6%; with 100% employer match about $204,252 at 4% or $136,168 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 0 | $0 | $0 | - |
| 2010 | 2 | 16 | $479,313 | $75,785 | $4,737iApproximate average salary by contribution assumption: employee only about $118,414 at 4% or $78,943 at 6%; with 50% employer match about $78,943 at 4% or $52,628 at 6%; with 100% employer match about $59,207 at 4% or $39,471 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 15 | $411,938 | $10,909 | $727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,121 at 6%; with 50% employer match about $12,121 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%. |
| ROBERT LEE STATE BANK 401(K) PLAN | - | 16 | $67,375 | $64,876 | $4,055iApproximate average salary by contribution assumption: employee only about $101,369 at 4% or $67,579 at 6%; with 50% employer match about $67,579 at 4% or $45,053 at 6%; with 100% employer match about $50,684 at 4% or $33,790 at 6%. |
| 2009 | 1 | 17 | $449,231 | $32,727 | $1,925iApproximate average salary by contribution assumption: employee only about $48,128 at 4% or $32,085 at 6%; with 50% employer match about $32,085 at 4% or $21,390 at 6%; with 100% employer match about $24,064 at 4% or $16,043 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 17 | $449,231 | $32,727 | $1,925iApproximate average salary by contribution assumption: employee only about $48,128 at 4% or $32,085 at 6%; with 50% employer match about $32,085 at 4% or $21,390 at 6%; with 100% employer match about $24,064 at 4% or $16,043 at 6%. |
| 2008 | 1 | 17 | $0 | $0 | - |
| Robert Lee State Bank Retirement Plan | - | 17 | - | - | - |
| 2006 | 1 | 17 | $441,506 | $22,000 | $1,294iApproximate average salary by contribution assumption: employee only about $32,353 at 4% or $21,569 at 6%; with 50% employer match about $21,569 at 4% or $14,379 at 6%; with 100% employer match about $16,176 at 4% or $10,784 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 17 | $441,506 | $22,000 | $1,294iApproximate average salary by contribution assumption: employee only about $32,353 at 4% or $21,569 at 6%; with 50% employer match about $21,569 at 4% or $14,379 at 6%; with 100% employer match about $16,176 at 4% or $10,784 at 6%. |
| 2005 | 1 | 17 | $480,274 | $26,450 | $1,556iApproximate average salary by contribution assumption: employee only about $38,897 at 4% or $25,931 at 6%; with 50% employer match about $25,931 at 4% or $17,288 at 6%; with 100% employer match about $19,449 at 4% or $12,966 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 17 | $480,274 | $26,450 | $1,556iApproximate average salary by contribution assumption: employee only about $38,897 at 4% or $25,931 at 6%; with 50% employer match about $25,931 at 4% or $17,288 at 6%; with 100% employer match about $19,449 at 4% or $12,966 at 6%. |
| 2004 | 1 | 18 | $468,618 | $28,000 | $1,556iApproximate average salary by contribution assumption: employee only about $38,889 at 4% or $25,926 at 6%; with 50% employer match about $25,926 at 4% or $17,284 at 6%; with 100% employer match about $19,444 at 4% or $12,963 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 18 | $468,618 | $28,000 | $1,556iApproximate average salary by contribution assumption: employee only about $38,889 at 4% or $25,926 at 6%; with 50% employer match about $25,926 at 4% or $17,284 at 6%; with 100% employer match about $19,444 at 4% or $12,963 at 6%. |
| 2003 | 1 | 18 | $458,899 | $114,775 | $6,376iApproximate average salary by contribution assumption: employee only about $159,410 at 4% or $106,273 at 6%; with 50% employer match about $106,273 at 4% or $70,849 at 6%; with 100% employer match about $79,705 at 4% or $53,137 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 18 | $458,899 | $114,775 | $6,376iApproximate average salary by contribution assumption: employee only about $159,410 at 4% or $106,273 at 6%; with 50% employer match about $106,273 at 4% or $70,849 at 6%; with 100% employer match about $79,705 at 4% or $53,137 at 6%. |
| 2002 | 1 | 17 | $488,733 | $92,725 | $5,454iApproximate average salary by contribution assumption: employee only about $136,360 at 4% or $90,907 at 6%; with 50% employer match about $90,907 at 4% or $60,605 at 6%; with 100% employer match about $68,180 at 4% or $45,453 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 17 | $488,733 | $92,725 | $5,454iApproximate average salary by contribution assumption: employee only about $136,360 at 4% or $90,907 at 6%; with 50% employer match about $90,907 at 4% or $60,605 at 6%; with 100% employer match about $68,180 at 4% or $45,453 at 6%. |
| 2001 | 1 | 18 | $411,293 | $51,382 | $2,855iApproximate average salary by contribution assumption: employee only about $71,364 at 4% or $47,576 at 6%; with 50% employer match about $47,576 at 4% or $31,717 at 6%; with 100% employer match about $35,682 at 4% or $23,788 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 18 | $411,293 | $51,382 | $2,855iApproximate average salary by contribution assumption: employee only about $71,364 at 4% or $47,576 at 6%; with 50% employer match about $47,576 at 4% or $31,717 at 6%; with 100% employer match about $35,682 at 4% or $23,788 at 6%. |
| 2000 | 1 | 13 | $484,317 | $65,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Robert Lee State Bank Retirement Plan | - | 13 | $484,317 | $65,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Robert Lee State Bank Retirement Plan | - | 0 | - | - | - |