CAROLYN LEE PLLC
Plan context: CAROLYN LEE PLLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 83-2059124 • Ithaca, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$85,446
2025 Contributions
$6,511
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $85,446 | $6,511 | $930iApproximate average salary by contribution assumption: employee only about $23,254 at 4% or $15,502 at 6%; with 50% employer match about $15,502 at 4% or $10,335 at 6%; with 100% employer match about $11,627 at 4% or $7,751 at 6%. |
| CAROLYN LEE PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $85,446 | $6,511 | $930iApproximate average salary by contribution assumption: employee only about $23,254 at 4% or $15,502 at 6%; with 50% employer match about $15,502 at 4% or $10,335 at 6%; with 100% employer match about $11,627 at 4% or $7,751 at 6%. |
| 2024 | 1 | 3 | $67,145 | $5,688 | $1,896iApproximate average salary by contribution assumption: employee only about $47,400 at 4% or $31,600 at 6%; with 50% employer match about $31,600 at 4% or $21,067 at 6%; with 100% employer match about $23,700 at 4% or $15,800 at 6%. |
| CAROLYN LEE PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $67,145 | $5,688 | $1,896iApproximate average salary by contribution assumption: employee only about $47,400 at 4% or $31,600 at 6%; with 50% employer match about $31,600 at 4% or $21,067 at 6%; with 100% employer match about $23,700 at 4% or $15,800 at 6%. |
| 2023 | 1 | 3 | $49,057 | $8,083 | $2,694iApproximate average salary by contribution assumption: employee only about $67,358 at 4% or $44,906 at 6%; with 50% employer match about $44,906 at 4% or $29,937 at 6%; with 100% employer match about $33,679 at 4% or $22,453 at 6%. |
| CAROLYN LEE PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $49,057 | $8,083 | $2,694iApproximate average salary by contribution assumption: employee only about $67,358 at 4% or $44,906 at 6%; with 50% employer match about $44,906 at 4% or $29,937 at 6%; with 100% employer match about $33,679 at 4% or $22,453 at 6%. |
| 2022 | 1 | 1 | $32,003 | $6,250 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| CAROLYN LEE PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $32,003 | $6,250 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2021 | 1 | 1 | $32,034 | $30,369 | $30,369iApproximate average salary by contribution assumption: employee only about $759,225 at 4% or $506,150 at 6%; with 50% employer match about $506,150 at 4% or $337,433 at 6%; with 100% employer match about $379,613 at 4% or $253,075 at 6%. |
| CAROLYN LEE PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $32,034 | $30,369 | $30,369iApproximate average salary by contribution assumption: employee only about $759,225 at 4% or $506,150 at 6%; with 50% employer match about $506,150 at 4% or $337,433 at 6%; with 100% employer match about $379,613 at 4% or $253,075 at 6%. |