Civic Intelligence

Rosalind K. Lee

Plan context: Rosalind K. Lee Defined Benefit Plan

EIN 90-0443991 • Issaquah, WA • 14 filings • 2 plans

1567 Highlands Dr. NE, Suite 110Issaquah, WA 98029
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$2,605,175

2019 Contributions

$221,800

Historical Graphs

Total Assets Over Time

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

$2,605,175$1,302,588$0201320162019YearValue
$2,605,175Latest year 2019

Participants Over Time

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

110201320162019YearValue
1Latest year 2019

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
201921$2,605,175$221,800$221,800iApproximate average salary by contribution assumption: employee only about $5,545,000 at 4% or $3,696,667 at 6%; with 50% employer match about $3,696,667 at 4% or $2,464,444 at 6%; with 100% employer match about $2,772,500 at 4% or $1,848,333 at 6%.
Rosalind K. Lee Defined Benefit Plan-1$2,094,786$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
ROSALIND K. LEE 401(K) PROFIT SHARING PLAN-1$510,389$41,800$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
201821$2,341,995$216,000$216,000iApproximate average salary by contribution assumption: employee only about $5,400,000 at 4% or $3,600,000 at 6%; with 50% employer match about $3,600,000 at 4% or $2,400,000 at 6%; with 100% employer match about $2,700,000 at 4% or $1,800,000 at 6%.
Rosalind K. Lee Defined Benefit Plan-1$1,881,573$175,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
ROSALIND K. LEE 401(K) PROFIT SHARING PLAN-1$460,422$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
201721$2,094,006$210,200$210,200iApproximate average salary by contribution assumption: employee only about $5,255,000 at 4% or $3,503,333 at 6%; with 50% employer match about $3,503,333 at 4% or $2,335,556 at 6%; with 100% employer match about $2,627,500 at 4% or $1,751,667 at 6%.
Rosalind K. Lee Defined Benefit Plan-1$1,683,568$170,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
ROSALIND K. LEE 401(K) PROFIT SHARING PLAN-1$410,438$40,200$40,200iApproximate average salary by contribution assumption: employee only about $1,005,000 at 4% or $670,000 at 6%; with 50% employer match about $670,000 at 4% or $446,667 at 6%; with 100% employer match about $502,500 at 4% or $335,000 at 6%.
201621$1,877,482$199,900$199,900iApproximate average salary by contribution assumption: employee only about $4,997,500 at 4% or $3,331,667 at 6%; with 50% employer match about $3,331,667 at 4% or $2,221,111 at 6%; with 100% employer match about $2,498,750 at 4% or $1,665,833 at 6%.
Rosalind K. Lee Defined Benefit Plan-1$1,508,498$160,000$160,000iApproximate average salary by contribution assumption: employee only about $4,000,000 at 4% or $2,666,667 at 6%; with 50% employer match about $2,666,667 at 4% or $1,777,778 at 6%; with 100% employer match about $2,000,000 at 4% or $1,333,333 at 6%.
ROSALIND K. LEE 401(K) PROFIT SHARING PLAN-1$368,984$39,900$39,900iApproximate average salary by contribution assumption: employee only about $997,500 at 4% or $665,000 at 6%; with 50% employer match about $665,000 at 4% or $443,333 at 6%; with 100% employer match about $498,750 at 4% or $332,500 at 6%.
201521$1,675,890$146,698$146,698iApproximate average salary by contribution assumption: employee only about $3,667,450 at 4% or $2,444,967 at 6%; with 50% employer match about $2,444,967 at 4% or $1,629,978 at 6%; with 100% employer match about $1,833,725 at 4% or $1,222,483 at 6%.
Rosalind K. Lee Defined Benefit Plan-1$1,347,123$110,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
ROSALIND K. LEE 401(K) PROFIT SHARING PLAN-1$328,767$36,698$36,698iApproximate average salary by contribution assumption: employee only about $917,450 at 4% or $611,633 at 6%; with 50% employer match about $611,633 at 4% or $407,756 at 6%; with 100% employer match about $458,725 at 4% or $305,817 at 6%.
201421$1,520,420$145,278$145,278iApproximate average salary by contribution assumption: employee only about $3,631,950 at 4% or $2,421,300 at 6%; with 50% employer match about $2,421,300 at 4% or $1,614,200 at 6%; with 100% employer match about $1,815,975 at 4% or $1,210,650 at 6%.
Rosalind K. Lee Defined Benefit Plan-1$1,228,456$110,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
ROSALIND K. LEE 401(K) PROFIT SHARING PLAN-1$291,964$35,278$35,278iApproximate average salary by contribution assumption: employee only about $881,950 at 4% or $587,967 at 6%; with 50% employer match about $587,967 at 4% or $391,978 at 6%; with 100% employer match about $440,975 at 4% or $293,983 at 6%.
201321$1,380,039$183,300$183,300iApproximate average salary by contribution assumption: employee only about $4,582,500 at 4% or $3,055,000 at 6%; with 50% employer match about $3,055,000 at 4% or $2,036,667 at 6%; with 100% employer match about $2,291,250 at 4% or $1,527,500 at 6%.
Rosalind K. Lee Defined Benefit Plan-1$1,139,051$145,000$145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%.
ROSALIND K. LEE 401(K) PROFIT SHARING PLAN-1$240,988$38,300$38,300iApproximate average salary by contribution assumption: employee only about $957,500 at 4% or $638,333 at 6%; with 50% employer match about $638,333 at 4% or $425,556 at 6%; with 100% employer match about $478,750 at 4% or $319,167 at 6%.