Civic Intelligence

Y K Lee

Plan context: Y K Lee - Edwarojones and Co Profit Sharing Plan

EIN 75-1460041 • 7 filings • 7 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$980,850

2005 Contributions

$13,500

Historical Graphs

Total Assets Over Time

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

$980,850$490,425$0199920022004YearValue
$980,850Latest year 2004

Participants Over Time

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

530199920022004YearValue
1Latest year 2004

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
200510$0$0-
Y K Lee - Edwarojones and Co Profit Sharing Plan-0---
200411$980,850$13,500$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Y K Lee - Edwarojones and Co Profit Sharing Plan-1$980,850$13,500$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
200311$852,495$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
Y K Lee - Edwarojones and Co Profit Sharing Plan-1$852,495$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
200211$702,197$9,582$9,582iApproximate average salary by contribution assumption: employee only about $239,550 at 4% or $159,700 at 6%; with 50% employer match about $159,700 at 4% or $106,467 at 6%; with 100% employer match about $119,775 at 4% or $79,850 at 6%.
Y K Lee - Edwarojones and Co Profit Sharing Plan-1$702,197$9,582$9,582iApproximate average salary by contribution assumption: employee only about $239,550 at 4% or $159,700 at 6%; with 50% employer match about $159,700 at 4% or $106,467 at 6%; with 100% employer match about $119,775 at 4% or $79,850 at 6%.
200115$0$0-
Y K Lee - Edwarojones and Co Profit Sharing Plan-5---
200015$809,880$24,157$4,831iApproximate average salary by contribution assumption: employee only about $120,785 at 4% or $80,523 at 6%; with 50% employer match about $80,523 at 4% or $53,682 at 6%; with 100% employer match about $60,392 at 4% or $40,262 at 6%.
Y K Lee - Edwarojones and Co Profit Sharing Plan-5$809,880$24,157$4,831iApproximate average salary by contribution assumption: employee only about $120,785 at 4% or $80,523 at 6%; with 50% employer match about $80,523 at 4% or $53,682 at 6%; with 100% employer match about $60,392 at 4% or $40,262 at 6%.
199915$771,699$23,729$4,746iApproximate average salary by contribution assumption: employee only about $118,645 at 4% or $79,097 at 6%; with 50% employer match about $79,097 at 4% or $52,731 at 6%; with 100% employer match about $59,323 at 4% or $39,548 at 6%.
Y K Lee - Edwarojones and Co Profit Sharing Plan-5$771,699$23,729$4,746iApproximate average salary by contribution assumption: employee only about $118,645 at 4% or $79,097 at 6%; with 50% employer match about $79,097 at 4% or $52,731 at 6%; with 100% employer match about $59,323 at 4% or $39,548 at 6%.