Civic Intelligence

Beaumont Ann Lee & Associates Ltd

Plan context: Ann Lee & Associates 401K Plan

EIN 76-0102148 • 3 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

8

2006 Assets

$141,919

2006 Contributions

$30,943

Historical Graphs

Total Assets Over Time

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

$141,919$70,960$0200420052006YearValue
$141,919Latest year 2006

Participants Over Time

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

1160200420052006YearValue
8Latest year 2006

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
200618$141,919$30,943$3,868iApproximate average salary by contribution assumption: employee only about $96,697 at 4% or $64,465 at 6%; with 50% employer match about $64,465 at 4% or $42,976 at 6%; with 100% employer match about $48,348 at 4% or $32,232 at 6%.
Ann Lee & Associates 401K Plan-8$141,919$30,943$3,868iApproximate average salary by contribution assumption: employee only about $96,697 at 4% or $64,465 at 6%; with 50% employer match about $64,465 at 4% or $42,976 at 6%; with 100% employer match about $48,348 at 4% or $32,232 at 6%.
200519$98,125$33,124$3,680iApproximate average salary by contribution assumption: employee only about $92,011 at 4% or $61,341 at 6%; with 50% employer match about $61,341 at 4% or $40,894 at 6%; with 100% employer match about $46,006 at 4% or $30,670 at 6%.
Ann Lee & Associates 401K Plan-9$98,125$33,124$3,680iApproximate average salary by contribution assumption: employee only about $92,011 at 4% or $61,341 at 6%; with 50% employer match about $61,341 at 4% or $40,894 at 6%; with 100% employer match about $46,006 at 4% or $30,670 at 6%.
2004111$58,702$54,586$4,962iApproximate average salary by contribution assumption: employee only about $124,059 at 4% or $82,706 at 6%; with 50% employer match about $82,706 at 4% or $55,137 at 6%; with 100% employer match about $62,030 at 4% or $41,353 at 6%.
Ann Lee & Associates 401K Plan-11$58,702$54,586$4,962iApproximate average salary by contribution assumption: employee only about $124,059 at 4% or $82,706 at 6%; with 50% employer match about $82,706 at 4% or $55,137 at 6%; with 100% employer match about $62,030 at 4% or $41,353 at 6%.