Civic Intelligence

R. G. Lee Inc.

Plan context: Lee & Associates Profit Sharing Plan

EIN 94-2768038 • Monterey, CA • 23 filings • 5 plans

22 Lower Ragsdale Dr., Suite AMonterey, CA 93940
Current Snapshot

Latest Year

2021

2021 Participants

37

2021 Assets

$12,535,266

2021 Contributions

$608,324

Historical Graphs

Total Assets Over Time

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

$12,535,266$6,267,633$0199920102021YearValue
$12,535,266Latest year 2021

Participants Over Time

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

42210199920102021YearValue
37Latest year 2021

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
2021137$12,535,266$608,324$16,441iApproximate average salary by contribution assumption: employee only about $411,030 at 4% or $274,020 at 6%; with 50% employer match about $274,020 at 4% or $182,680 at 6%; with 100% employer match about $205,515 at 4% or $137,010 at 6%.
Lee & Associates Profit Sharing Plan-37$12,535,266$608,324$16,441iApproximate average salary by contribution assumption: employee only about $411,030 at 4% or $274,020 at 6%; with 50% employer match about $274,020 at 4% or $182,680 at 6%; with 100% employer match about $205,515 at 4% or $137,010 at 6%.
2020136$11,007,174$549,432$15,262iApproximate average salary by contribution assumption: employee only about $381,550 at 4% or $254,367 at 6%; with 50% employer match about $254,367 at 4% or $169,578 at 6%; with 100% employer match about $190,775 at 4% or $127,183 at 6%.
Lee & Associates Profit Sharing Plan-36$11,007,174$549,432$15,262iApproximate average salary by contribution assumption: employee only about $381,550 at 4% or $254,367 at 6%; with 50% employer match about $254,367 at 4% or $169,578 at 6%; with 100% employer match about $190,775 at 4% or $127,183 at 6%.
2019137$9,146,460$623,625$16,855iApproximate average salary by contribution assumption: employee only about $421,368 at 4% or $280,912 at 6%; with 50% employer match about $280,912 at 4% or $187,275 at 6%; with 100% employer match about $210,684 at 4% or $140,456 at 6%.
Lee & Associates Profit Sharing Plan-37$9,146,460$623,625$16,855iApproximate average salary by contribution assumption: employee only about $421,368 at 4% or $280,912 at 6%; with 50% employer match about $280,912 at 4% or $187,275 at 6%; with 100% employer match about $210,684 at 4% or $140,456 at 6%.
2018137$7,119,129$721,899$19,511iApproximate average salary by contribution assumption: employee only about $487,770 at 4% or $325,180 at 6%; with 50% employer match about $325,180 at 4% or $216,786 at 6%; with 100% employer match about $243,885 at 4% or $162,590 at 6%.
Lee & Associates Profit Sharing Plan-37$7,119,129$721,899$19,511iApproximate average salary by contribution assumption: employee only about $487,770 at 4% or $325,180 at 6%; with 50% employer match about $325,180 at 4% or $216,786 at 6%; with 100% employer match about $243,885 at 4% or $162,590 at 6%.
2017133$6,908,865$486,866$14,754iApproximate average salary by contribution assumption: employee only about $368,838 at 4% or $245,892 at 6%; with 50% employer match about $245,892 at 4% or $163,928 at 6%; with 100% employer match about $184,419 at 4% or $122,946 at 6%.
Lee & Associates Profit Sharing Plan-33$6,908,865$486,866$14,754iApproximate average salary by contribution assumption: employee only about $368,838 at 4% or $245,892 at 6%; with 50% employer match about $245,892 at 4% or $163,928 at 6%; with 100% employer match about $184,419 at 4% or $122,946 at 6%.
2016130$5,352,096$469,897$15,663iApproximate average salary by contribution assumption: employee only about $391,581 at 4% or $261,054 at 6%; with 50% employer match about $261,054 at 4% or $174,036 at 6%; with 100% employer match about $195,790 at 4% or $130,527 at 6%.
Lee & Associates Profit Sharing Plan-30$5,352,096$469,897$15,663iApproximate average salary by contribution assumption: employee only about $391,581 at 4% or $261,054 at 6%; with 50% employer match about $261,054 at 4% or $174,036 at 6%; with 100% employer match about $195,790 at 4% or $130,527 at 6%.
2015127$4,528,669$309,754$11,472iApproximate average salary by contribution assumption: employee only about $286,809 at 4% or $191,206 at 6%; with 50% employer match about $191,206 at 4% or $127,471 at 6%; with 100% employer match about $143,405 at 4% or $95,603 at 6%.
Lee & Associates Profit Sharing Plan-27$4,528,669$309,754$11,472iApproximate average salary by contribution assumption: employee only about $286,809 at 4% or $191,206 at 6%; with 50% employer match about $191,206 at 4% or $127,471 at 6%; with 100% employer match about $143,405 at 4% or $95,603 at 6%.
2014131$4,630,813$350,379$11,303iApproximate average salary by contribution assumption: employee only about $282,564 at 4% or $188,376 at 6%; with 50% employer match about $188,376 at 4% or $125,584 at 6%; with 100% employer match about $141,282 at 4% or $94,188 at 6%.
Lee & Associates Profit Sharing Plan-31$4,630,813$350,379$11,303iApproximate average salary by contribution assumption: employee only about $282,564 at 4% or $188,376 at 6%; with 50% employer match about $188,376 at 4% or $125,584 at 6%; with 100% employer match about $141,282 at 4% or $94,188 at 6%.
2013130$4,147,116$311,923$10,397iApproximate average salary by contribution assumption: employee only about $259,936 at 4% or $173,291 at 6%; with 50% employer match about $173,291 at 4% or $115,527 at 6%; with 100% employer match about $129,968 at 4% or $86,645 at 6%.
Lee & Associates Profit Sharing Plan-30$4,147,116$311,923$10,397iApproximate average salary by contribution assumption: employee only about $259,936 at 4% or $173,291 at 6%; with 50% employer match about $173,291 at 4% or $115,527 at 6%; with 100% employer match about $129,968 at 4% or $86,645 at 6%.
2012126$3,257,659$253,192$9,738iApproximate average salary by contribution assumption: employee only about $243,454 at 4% or $162,303 at 6%; with 50% employer match about $162,303 at 4% or $108,202 at 6%; with 100% employer match about $121,727 at 4% or $81,151 at 6%.
Lee & Associates Profit Sharing Plan-26$3,257,659$253,192$9,738iApproximate average salary by contribution assumption: employee only about $243,454 at 4% or $162,303 at 6%; with 50% employer match about $162,303 at 4% or $108,202 at 6%; with 100% employer match about $121,727 at 4% or $81,151 at 6%.
2011127$2,660,333$113,036$4,187iApproximate average salary by contribution assumption: employee only about $104,663 at 4% or $69,775 at 6%; with 50% employer match about $69,775 at 4% or $46,517 at 6%; with 100% employer match about $52,331 at 4% or $34,888 at 6%.
Lee & Associates Profit Sharing Plan-27$2,660,333$113,036$4,187iApproximate average salary by contribution assumption: employee only about $104,663 at 4% or $69,775 at 6%; with 50% employer match about $69,775 at 4% or $46,517 at 6%; with 100% employer match about $52,331 at 4% or $34,888 at 6%.
2010131$2,984,464$113,639$3,666iApproximate average salary by contribution assumption: employee only about $91,644 at 4% or $61,096 at 6%; with 50% employer match about $61,096 at 4% or $40,731 at 6%; with 100% employer match about $45,822 at 4% or $30,548 at 6%.
Lee & Associates Profit Sharing Plan-31$2,984,464$113,639$3,666iApproximate average salary by contribution assumption: employee only about $91,644 at 4% or $61,096 at 6%; with 50% employer match about $61,096 at 4% or $40,731 at 6%; with 100% employer match about $45,822 at 4% or $30,548 at 6%.
2009134$2,534,222$165,101$4,856iApproximate average salary by contribution assumption: employee only about $121,398 at 4% or $80,932 at 6%; with 50% employer match about $80,932 at 4% or $53,955 at 6%; with 100% employer match about $60,699 at 4% or $40,466 at 6%.
Lee & Associates Profit Sharing Plan-34$2,534,222$165,101$4,856iApproximate average salary by contribution assumption: employee only about $121,398 at 4% or $80,932 at 6%; with 50% employer match about $80,932 at 4% or $53,955 at 6%; with 100% employer match about $60,699 at 4% or $40,466 at 6%.
2008137$1,963,448$329,626$8,909iApproximate average salary by contribution assumption: employee only about $222,720 at 4% or $148,480 at 6%; with 50% employer match about $148,480 at 4% or $98,987 at 6%; with 100% employer match about $111,360 at 4% or $74,240 at 6%.
Lee & Associates Profit Sharing Plan-37$1,963,448$329,626$8,909iApproximate average salary by contribution assumption: employee only about $222,720 at 4% or $148,480 at 6%; with 50% employer match about $148,480 at 4% or $98,987 at 6%; with 100% employer match about $111,360 at 4% or $74,240 at 6%.
2007135$2,522,746$275,514$7,872iApproximate average salary by contribution assumption: employee only about $196,796 at 4% or $131,197 at 6%; with 50% employer match about $131,197 at 4% or $87,465 at 6%; with 100% employer match about $98,398 at 4% or $65,599 at 6%.
Lee & Associates Profit Sharing Plan-35$2,522,746$275,514$7,872iApproximate average salary by contribution assumption: employee only about $196,796 at 4% or $131,197 at 6%; with 50% employer match about $131,197 at 4% or $87,465 at 6%; with 100% employer match about $98,398 at 4% or $65,599 at 6%.
2006136$2,263,998$331,751$9,215iApproximate average salary by contribution assumption: employee only about $230,383 at 4% or $153,588 at 6%; with 50% employer match about $153,588 at 4% or $102,392 at 6%; with 100% employer match about $115,191 at 4% or $76,794 at 6%.
Lee & Associates Profit Sharing Plan-36$2,263,998$331,751$9,215iApproximate average salary by contribution assumption: employee only about $230,383 at 4% or $153,588 at 6%; with 50% employer match about $153,588 at 4% or $102,392 at 6%; with 100% employer match about $115,191 at 4% or $76,794 at 6%.
2005142$1,904,997$246,305$5,864iApproximate average salary by contribution assumption: employee only about $146,610 at 4% or $97,740 at 6%; with 50% employer match about $97,740 at 4% or $65,160 at 6%; with 100% employer match about $73,305 at 4% or $48,870 at 6%.
Lee & Associates Profit Sharing Plan-42$1,904,997$246,305$5,864iApproximate average salary by contribution assumption: employee only about $146,610 at 4% or $97,740 at 6%; with 50% employer match about $97,740 at 4% or $65,160 at 6%; with 100% employer match about $73,305 at 4% or $48,870 at 6%.
2004139$1,581,196$258,482$6,628iApproximate average salary by contribution assumption: employee only about $165,694 at 4% or $110,462 at 6%; with 50% employer match about $110,462 at 4% or $73,642 at 6%; with 100% employer match about $82,847 at 4% or $55,231 at 6%.
Lee & Associates Profit Sharing Plan-39$1,581,196$258,482$6,628iApproximate average salary by contribution assumption: employee only about $165,694 at 4% or $110,462 at 6%; with 50% employer match about $110,462 at 4% or $73,642 at 6%; with 100% employer match about $82,847 at 4% or $55,231 at 6%.
2003132$1,333,701$193,263$6,039iApproximate average salary by contribution assumption: employee only about $150,987 at 4% or $100,658 at 6%; with 50% employer match about $100,658 at 4% or $67,105 at 6%; with 100% employer match about $75,493 at 4% or $50,329 at 6%.
Lee & Associates Profit Sharing Plan-32$1,333,701$193,263$6,039iApproximate average salary by contribution assumption: employee only about $150,987 at 4% or $100,658 at 6%; with 50% employer match about $100,658 at 4% or $67,105 at 6%; with 100% employer match about $75,493 at 4% or $50,329 at 6%.
2002137$1,059,713$222,588$6,016iApproximate average salary by contribution assumption: employee only about $150,397 at 4% or $100,265 at 6%; with 50% employer match about $100,265 at 4% or $66,843 at 6%; with 100% employer match about $75,199 at 4% or $50,132 at 6%.
Lee & Associates Profit Sharing Plan-37$1,059,713$222,588$6,016iApproximate average salary by contribution assumption: employee only about $150,397 at 4% or $100,265 at 6%; with 50% employer match about $100,265 at 4% or $66,843 at 6%; with 100% employer match about $75,199 at 4% or $50,132 at 6%.
2001138$951,500$183,159$4,820iApproximate average salary by contribution assumption: employee only about $120,499 at 4% or $80,333 at 6%; with 50% employer match about $80,333 at 4% or $53,555 at 6%; with 100% employer match about $60,250 at 4% or $40,166 at 6%.
Lee & Associates Profit Sharing Plan-38$951,500$183,159$4,820iApproximate average salary by contribution assumption: employee only about $120,499 at 4% or $80,333 at 6%; with 50% employer match about $80,333 at 4% or $53,555 at 6%; with 100% employer match about $60,250 at 4% or $40,166 at 6%.
2000127$978,065$221,611$8,208iApproximate average salary by contribution assumption: employee only about $205,195 at 4% or $136,797 at 6%; with 50% employer match about $136,797 at 4% or $91,198 at 6%; with 100% employer match about $102,598 at 4% or $68,398 at 6%.
Lee & Associates Profit Sharing Plan-27$978,065$221,611$8,208iApproximate average salary by contribution assumption: employee only about $205,195 at 4% or $136,797 at 6%; with 50% employer match about $136,797 at 4% or $91,198 at 6%; with 100% employer match about $102,598 at 4% or $68,398 at 6%.
1999121$974,736$141,812$6,753iApproximate average salary by contribution assumption: employee only about $168,824 at 4% or $112,549 at 6%; with 50% employer match about $112,549 at 4% or $75,033 at 6%; with 100% employer match about $84,412 at 4% or $56,275 at 6%.
Lee & Associates Profit Sharing Plan-21$974,736$141,812$6,753iApproximate average salary by contribution assumption: employee only about $168,824 at 4% or $112,549 at 6%; with 50% employer match about $112,549 at 4% or $75,033 at 6%; with 100% employer match about $84,412 at 4% or $56,275 at 6%.