Frank Lee & Associates Inc.
Plan context: Frank Lee & Associates Inc. Profit Sharing Plan and Trust
EIN 77-0248960 • 3 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
2
2002 Assets
$452,856
2002 Contributions
$906
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $906 | - |
| Frank Lee & Associates Inc. Profit Sharing Plan and Trust | - | 0 | - | $906 | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Frank Lee & Associates Inc. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 1999 | 1 | 2 | $452,856 | $32,408 | $16,204iApproximate average salary by contribution assumption: employee only about $405,100 at 4% or $270,067 at 6%; with 50% employer match about $270,067 at 4% or $180,044 at 6%; with 100% employer match about $202,550 at 4% or $135,033 at 6%. |
| Frank Lee & Associates Inc. Profit Sharing Plan and Trust | - | 2 | $452,856 | $32,408 | $16,204iApproximate average salary by contribution assumption: employee only about $405,100 at 4% or $270,067 at 6%; with 50% employer match about $270,067 at 4% or $180,044 at 6%; with 100% employer match about $202,550 at 4% or $135,033 at 6%. |