Mlee Associates
Plan context: Mlee Associates 401(K) Profit Sharing Plan
EIN 90-1144612 • Boerne, TX • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$295,107
2025 Contributions
$41,455
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 | 2 | $295,107 | $41,455 | $20,728iApproximate average salary by contribution assumption: employee only about $518,188 at 4% or $345,458 at 6%; with 50% employer match about $345,458 at 4% or $230,306 at 6%; with 100% employer match about $259,094 at 4% or $172,729 at 6%. |
| Mlee Associates 401(K) Profit Sharing Plan | - | 2 | $295,107 | $41,455 | $20,728iApproximate average salary by contribution assumption: employee only about $518,188 at 4% or $345,458 at 6%; with 50% employer match about $345,458 at 4% or $230,306 at 6%; with 100% employer match about $259,094 at 4% or $172,729 at 6%. |
| 2024 | 1 | 2 | $210,238 | $34,429 | $17,215iApproximate average salary by contribution assumption: employee only about $430,363 at 4% or $286,908 at 6%; with 50% employer match about $286,908 at 4% or $191,272 at 6%; with 100% employer match about $215,181 at 4% or $143,454 at 6%. |
| Mlee Associates 401(K) Profit Sharing Plan | - | 2 | $210,238 | $34,429 | $17,215iApproximate average salary by contribution assumption: employee only about $430,363 at 4% or $286,908 at 6%; with 50% employer match about $286,908 at 4% or $191,272 at 6%; with 100% employer match about $215,181 at 4% or $143,454 at 6%. |
| 2023 | 1 | 3 | $158,884 | $36,566 | $12,189iApproximate average salary by contribution assumption: employee only about $304,717 at 4% or $203,144 at 6%; with 50% employer match about $203,144 at 4% or $135,430 at 6%; with 100% employer match about $152,358 at 4% or $101,572 at 6%. |
| Mlee Associates 401(K) Profit Sharing Plan | - | 3 | $158,884 | $36,566 | $12,189iApproximate average salary by contribution assumption: employee only about $304,717 at 4% or $203,144 at 6%; with 50% employer match about $203,144 at 4% or $135,430 at 6%; with 100% employer match about $152,358 at 4% or $101,572 at 6%. |
| 2022 | 1 | 3 | $115,026 | $32,997 | $10,999iApproximate average salary by contribution assumption: employee only about $274,975 at 4% or $183,317 at 6%; with 50% employer match about $183,317 at 4% or $122,211 at 6%; with 100% employer match about $137,488 at 4% or $91,658 at 6%. |
| Mlee Associates 401(K) Profit Sharing Plan | - | 3 | $115,026 | $32,997 | $10,999iApproximate average salary by contribution assumption: employee only about $274,975 at 4% or $183,317 at 6%; with 50% employer match about $183,317 at 4% or $122,211 at 6%; with 100% employer match about $137,488 at 4% or $91,658 at 6%. |
| 2021 | 1 | 3 | $91,229 | $40,887 | $13,629iApproximate average salary by contribution assumption: employee only about $340,725 at 4% or $227,150 at 6%; with 50% employer match about $227,150 at 4% or $151,433 at 6%; with 100% employer match about $170,363 at 4% or $113,575 at 6%. |
| Mlee Associates 401(K) Profit Sharing Plan | - | 3 | $91,229 | $40,887 | $13,629iApproximate average salary by contribution assumption: employee only about $340,725 at 4% or $227,150 at 6%; with 50% employer match about $227,150 at 4% or $151,433 at 6%; with 100% employer match about $170,363 at 4% or $113,575 at 6%. |
| 2020 | 1 | 3 | $105,364 | $65,587 | $21,862iApproximate average salary by contribution assumption: employee only about $546,558 at 4% or $364,372 at 6%; with 50% employer match about $364,372 at 4% or $242,915 at 6%; with 100% employer match about $273,279 at 4% or $182,186 at 6%. |
| Mlee Associates 401(K) Profit Sharing Plan | - | 3 | $105,364 | $65,587 | $21,862iApproximate average salary by contribution assumption: employee only about $546,558 at 4% or $364,372 at 6%; with 50% employer match about $364,372 at 4% or $242,915 at 6%; with 100% employer match about $273,279 at 4% or $182,186 at 6%. |
| 2019 | 1 | 3 | $29,944 | $29,515 | $9,838iApproximate average salary by contribution assumption: employee only about $245,958 at 4% or $163,972 at 6%; with 50% employer match about $163,972 at 4% or $109,315 at 6%; with 100% employer match about $122,979 at 4% or $81,986 at 6%. |
| Mlee Associates 401(K) Profit Sharing Plan | - | 3 | $29,944 | $29,515 | $9,838iApproximate average salary by contribution assumption: employee only about $245,958 at 4% or $163,972 at 6%; with 50% employer match about $163,972 at 4% or $109,315 at 6%; with 100% employer match about $122,979 at 4% or $81,986 at 6%. |