Mark Lee & Yong Kay Inc.
Plan context: MARK LEE & YONG KAY, INC. PENSION PLAN
EIN 94-3102890 • Oakland, CA • 31 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$502,107
2024 Contributions
$247,932
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $502,107 | $247,932 | $20,661iApproximate average salary by contribution assumption: employee only about $516,525 at 4% or $344,350 at 6%; with 50% employer match about $344,350 at 4% or $229,567 at 6%; with 100% employer match about $258,263 at 4% or $172,175 at 6%. |
| MARK LEE & YONG KAY, INC. PENSION PLAN | - | 10 | $357,943 | $195,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| MARK LEE & YONG KAY, INC. RETIREMENT PLAN | - | 12 | $144,164 | $52,932 | $4,411iApproximate average salary by contribution assumption: employee only about $110,275 at 4% or $73,517 at 6%; with 50% employer match about $73,517 at 4% or $49,011 at 6%; with 100% employer match about $55,138 at 4% or $36,758 at 6%. |
| 2023 | 3 | 11 | $241,629 | $21,042 | $1,913iApproximate average salary by contribution assumption: employee only about $47,823 at 4% or $31,882 at 6%; with 50% employer match about $31,882 at 4% or $21,255 at 6%; with 100% employer match about $23,911 at 4% or $15,941 at 6%. |
| MARK LEE & YONG KAY, INC. PENSION PLAN | - | 9 | $158,853 | $0 | - |
| MARK LEE & YONG KAY, INC. RETIREMENT PLAN | - | 11 | $82,776 | $21,042 | $1,913iApproximate average salary by contribution assumption: employee only about $47,823 at 4% or $31,882 at 6%; with 50% employer match about $31,882 at 4% or $21,255 at 6%; with 100% employer match about $23,911 at 4% or $15,941 at 6%. |
| Contractors and Employees 401K Plan | - | 0 | $0 | $0 | - |
| 2022 | 3 | 9 | $455,009 | $40,031 | $4,448iApproximate average salary by contribution assumption: employee only about $111,197 at 4% or $74,131 at 6%; with 50% employer match about $74,131 at 4% or $49,421 at 6%; with 100% employer match about $55,599 at 4% or $37,066 at 6%. |
| Contractors and Employees 401K Plan | - | 4 | $230,705 | $18,700 | $4,675iApproximate average salary by contribution assumption: employee only about $116,875 at 4% or $77,917 at 6%; with 50% employer match about $77,917 at 4% or $51,944 at 6%; with 100% employer match about $58,438 at 4% or $38,958 at 6%. |
| MARK LEE & YONG KAY, INC. PENSION PLAN | - | 8 | $158,853 | $0 | - |
| MARK LEE & YONG KAY, INC. RETIREMENT PLAN | - | 9 | $65,451 | $21,331 | $2,370iApproximate average salary by contribution assumption: employee only about $59,253 at 4% or $39,502 at 6%; with 50% employer match about $39,502 at 4% or $26,335 at 6%; with 100% employer match about $29,626 at 4% or $19,751 at 6%. |
| 2021 | 3 | 8 | $679,417 | $38,013 | $4,752iApproximate average salary by contribution assumption: employee only about $118,791 at 4% or $79,194 at 6%; with 50% employer match about $79,194 at 4% or $52,796 at 6%; with 100% employer match about $59,395 at 4% or $39,597 at 6%. |
| Contractors and Employees 401K Plan | - | 5 | $475,427 | $14,324 | $2,865iApproximate average salary by contribution assumption: employee only about $71,620 at 4% or $47,747 at 6%; with 50% employer match about $47,747 at 4% or $31,831 at 6%; with 100% employer match about $35,810 at 4% or $23,873 at 6%. |
| MARK LEE & YONG KAY, INC. PENSION PLAN | - | 8 | $158,792 | $0 | - |
| MARK LEE & YONG KAY, INC. RETIREMENT PLAN | - | 8 | $45,198 | $23,689 | $2,961iApproximate average salary by contribution assumption: employee only about $74,028 at 4% or $49,352 at 6%; with 50% employer match about $49,352 at 4% or $32,901 at 6%; with 100% employer match about $37,014 at 4% or $24,676 at 6%. |
| 2020 | 3 | 6 | $594,966 | $194,348 | $32,391iApproximate average salary by contribution assumption: employee only about $809,783 at 4% or $539,856 at 6%; with 50% employer match about $539,856 at 4% or $359,904 at 6%; with 100% employer match about $404,892 at 4% or $269,928 at 6%. |
| Contractors and Employees 401K Plan | - | 5 | $412,678 | $12,060 | $2,412iApproximate average salary by contribution assumption: employee only about $60,300 at 4% or $40,200 at 6%; with 50% employer match about $40,200 at 4% or $26,800 at 6%; with 100% employer match about $30,150 at 4% or $20,100 at 6%. |
| MARK LEE & YONG KAY INC. PENSION PLAN | - | 6 | $158,792 | $158,792 | $26,465iApproximate average salary by contribution assumption: employee only about $661,633 at 4% or $441,089 at 6%; with 50% employer match about $441,089 at 4% or $294,059 at 6%; with 100% employer match about $330,817 at 4% or $220,544 at 6%. |
| MARK LEE & YONG KAY INC. RETIREMENT PLAN | - | 6 | $23,496 | $23,496 | $3,916iApproximate average salary by contribution assumption: employee only about $97,900 at 4% or $65,267 at 6%; with 50% employer match about $65,267 at 4% or $43,511 at 6%; with 100% employer match about $48,950 at 4% or $32,633 at 6%. |
| 2019 | 1 | 5 | $324,054 | $18,320 | $3,664iApproximate average salary by contribution assumption: employee only about $91,600 at 4% or $61,067 at 6%; with 50% employer match about $61,067 at 4% or $40,711 at 6%; with 100% employer match about $45,800 at 4% or $30,533 at 6%. |
| Contractors and Employees 401K Plan | - | 5 | $324,054 | $18,320 | $3,664iApproximate average salary by contribution assumption: employee only about $91,600 at 4% or $61,067 at 6%; with 50% employer match about $61,067 at 4% or $40,711 at 6%; with 100% employer match about $45,800 at 4% or $30,533 at 6%. |
| 2018 | 1 | 5 | $255,293 | $24,974 | $4,995iApproximate average salary by contribution assumption: employee only about $124,870 at 4% or $83,247 at 6%; with 50% employer match about $83,247 at 4% or $55,498 at 6%; with 100% employer match about $62,435 at 4% or $41,623 at 6%. |
| Contractors and Employees 401K Plan | - | 5 | $255,293 | $24,974 | $4,995iApproximate average salary by contribution assumption: employee only about $124,870 at 4% or $83,247 at 6%; with 50% employer match about $83,247 at 4% or $55,498 at 6%; with 100% employer match about $62,435 at 4% or $41,623 at 6%. |
| 2017 | 1 | 7 | $257,098 | $18,848 | $2,693iApproximate average salary by contribution assumption: employee only about $67,314 at 4% or $44,876 at 6%; with 50% employer match about $44,876 at 4% or $29,917 at 6%; with 100% employer match about $33,657 at 4% or $22,438 at 6%. |
| Contractors and Employees 401K Plan | - | 7 | $257,098 | $18,848 | $2,693iApproximate average salary by contribution assumption: employee only about $67,314 at 4% or $44,876 at 6%; with 50% employer match about $44,876 at 4% or $29,917 at 6%; with 100% employer match about $33,657 at 4% or $22,438 at 6%. |
| 2016 | 1 | 7 | $205,107 | $15,739 | $2,248iApproximate average salary by contribution assumption: employee only about $56,211 at 4% or $37,474 at 6%; with 50% employer match about $37,474 at 4% or $24,983 at 6%; with 100% employer match about $28,105 at 4% or $18,737 at 6%. |
| Contractors and Employees 401K Plan | - | 7 | $205,107 | $15,739 | $2,248iApproximate average salary by contribution assumption: employee only about $56,211 at 4% or $37,474 at 6%; with 50% employer match about $37,474 at 4% or $24,983 at 6%; with 100% employer match about $28,105 at 4% or $18,737 at 6%. |
| 2015 | 1 | 7 | $184,376 | $15,281 | $2,183iApproximate average salary by contribution assumption: employee only about $54,575 at 4% or $36,383 at 6%; with 50% employer match about $36,383 at 4% or $24,256 at 6%; with 100% employer match about $27,288 at 4% or $18,192 at 6%. |
| Contractors and Employees 401K Plan | - | 7 | $184,376 | $15,281 | $2,183iApproximate average salary by contribution assumption: employee only about $54,575 at 4% or $36,383 at 6%; with 50% employer match about $36,383 at 4% or $24,256 at 6%; with 100% employer match about $27,288 at 4% or $18,192 at 6%. |
| 2014 | 1 | 8 | $183,814 | $30,340 | $3,793iApproximate average salary by contribution assumption: employee only about $94,813 at 4% or $63,208 at 6%; with 50% employer match about $63,208 at 4% or $42,139 at 6%; with 100% employer match about $47,406 at 4% or $31,604 at 6%. |
| Contractors and Employees 401K Plan | - | 8 | $183,814 | $30,340 | $3,793iApproximate average salary by contribution assumption: employee only about $94,813 at 4% or $63,208 at 6%; with 50% employer match about $63,208 at 4% or $42,139 at 6%; with 100% employer match about $47,406 at 4% or $31,604 at 6%. |
| 2013 | 1 | 8 | $150,011 | $32,779 | $4,097iApproximate average salary by contribution assumption: employee only about $102,434 at 4% or $68,290 at 6%; with 50% employer match about $68,290 at 4% or $45,526 at 6%; with 100% employer match about $51,217 at 4% or $34,145 at 6%. |
| Contractors and Employees 401K Plan | - | 8 | $150,011 | $32,779 | $4,097iApproximate average salary by contribution assumption: employee only about $102,434 at 4% or $68,290 at 6%; with 50% employer match about $68,290 at 4% or $45,526 at 6%; with 100% employer match about $51,217 at 4% or $34,145 at 6%. |
| 2012 | 1 | 9 | $185,781 | $27,247 | $3,027iApproximate average salary by contribution assumption: employee only about $75,686 at 4% or $50,457 at 6%; with 50% employer match about $50,457 at 4% or $33,638 at 6%; with 100% employer match about $37,843 at 4% or $25,229 at 6%. |
| Contractors and Employees 401K Plan | - | 9 | $185,781 | $27,247 | $3,027iApproximate average salary by contribution assumption: employee only about $75,686 at 4% or $50,457 at 6%; with 50% employer match about $50,457 at 4% or $33,638 at 6%; with 100% employer match about $37,843 at 4% or $25,229 at 6%. |
| 2011 | 1 | 10 | $141,064 | $28,776 | $2,878iApproximate average salary by contribution assumption: employee only about $71,940 at 4% or $47,960 at 6%; with 50% employer match about $47,960 at 4% or $31,973 at 6%; with 100% employer match about $35,970 at 4% or $23,980 at 6%. |
| Contractors and Employees 401K Plan | - | 10 | $141,064 | $28,776 | $2,878iApproximate average salary by contribution assumption: employee only about $71,940 at 4% or $47,960 at 6%; with 50% employer match about $47,960 at 4% or $31,973 at 6%; with 100% employer match about $35,970 at 4% or $23,980 at 6%. |
| 2010 | 1 | 10 | $132,213 | $17,883 | $1,788iApproximate average salary by contribution assumption: employee only about $44,708 at 4% or $29,805 at 6%; with 50% employer match about $29,805 at 4% or $19,870 at 6%; with 100% employer match about $22,354 at 4% or $14,903 at 6%. |
| Contractors and Employees 401K Plan | - | 10 | $132,213 | $17,883 | $1,788iApproximate average salary by contribution assumption: employee only about $44,708 at 4% or $29,805 at 6%; with 50% employer match about $29,805 at 4% or $19,870 at 6%; with 100% employer match about $22,354 at 4% or $14,903 at 6%. |
| 2009 | 1 | 11 | $104,434 | $36,708 | $3,337iApproximate average salary by contribution assumption: employee only about $83,427 at 4% or $55,618 at 6%; with 50% employer match about $55,618 at 4% or $37,079 at 6%; with 100% employer match about $41,714 at 4% or $27,809 at 6%. |
| Contractors and Employees 401K Plan | - | 11 | $104,434 | $36,708 | $3,337iApproximate average salary by contribution assumption: employee only about $83,427 at 4% or $55,618 at 6%; with 50% employer match about $55,618 at 4% or $37,079 at 6%; with 100% employer match about $41,714 at 4% or $27,809 at 6%. |
| 2008 | 1 | 7 | $103,486 | $23,717 | $3,388iApproximate average salary by contribution assumption: employee only about $84,704 at 4% or $56,469 at 6%; with 50% employer match about $56,469 at 4% or $37,646 at 6%; with 100% employer match about $42,352 at 4% or $28,235 at 6%. |
| Contractors and Employees 401K Plan | - | 7 | $103,486 | $23,717 | $3,388iApproximate average salary by contribution assumption: employee only about $84,704 at 4% or $56,469 at 6%; with 50% employer match about $56,469 at 4% or $37,646 at 6%; with 100% employer match about $42,352 at 4% or $28,235 at 6%. |
| 2007 | 1 | 6 | $185,396 | $33,051 | $5,509iApproximate average salary by contribution assumption: employee only about $137,713 at 4% or $91,808 at 6%; with 50% employer match about $91,808 at 4% or $61,206 at 6%; with 100% employer match about $68,856 at 4% or $45,904 at 6%. |
| Contractors and Employees 401K Plan | - | 6 | $185,396 | $33,051 | $5,509iApproximate average salary by contribution assumption: employee only about $137,713 at 4% or $91,808 at 6%; with 50% employer match about $91,808 at 4% or $61,206 at 6%; with 100% employer match about $68,856 at 4% or $45,904 at 6%. |
| 2006 | 1 | 7 | $149,415 | $41,949 | $5,993iApproximate average salary by contribution assumption: employee only about $149,818 at 4% or $99,879 at 6%; with 50% employer match about $99,879 at 4% or $66,586 at 6%; with 100% employer match about $74,909 at 4% or $49,939 at 6%. |
| Contractors and Employees 401K Plan | - | 7 | $149,415 | $41,949 | $5,993iApproximate average salary by contribution assumption: employee only about $149,818 at 4% or $99,879 at 6%; with 50% employer match about $99,879 at 4% or $66,586 at 6%; with 100% employer match about $74,909 at 4% or $49,939 at 6%. |
| 2005 | 1 | 10 | $100,501 | $38,813 | $3,881iApproximate average salary by contribution assumption: employee only about $97,033 at 4% or $64,688 at 6%; with 50% employer match about $64,688 at 4% or $43,126 at 6%; with 100% employer match about $48,516 at 4% or $32,344 at 6%. |
| Contractors and Employees 401K Plan | - | 10 | $100,501 | $38,813 | $3,881iApproximate average salary by contribution assumption: employee only about $97,033 at 4% or $64,688 at 6%; with 50% employer match about $64,688 at 4% or $43,126 at 6%; with 100% employer match about $48,516 at 4% or $32,344 at 6%. |
| 2004 | 1 | 11 | $61,764 | $39,864 | $3,624iApproximate average salary by contribution assumption: employee only about $90,600 at 4% or $60,400 at 6%; with 50% employer match about $60,400 at 4% or $40,267 at 6%; with 100% employer match about $45,300 at 4% or $30,200 at 6%. |
| Contractors and Employees 401K Plan | - | 11 | $61,764 | $39,864 | $3,624iApproximate average salary by contribution assumption: employee only about $90,600 at 4% or $60,400 at 6%; with 50% employer match about $60,400 at 4% or $40,267 at 6%; with 100% employer match about $45,300 at 4% or $30,200 at 6%. |
| 2003 | 1 | 11 | $20,740 | $20,464 | $1,860iApproximate average salary by contribution assumption: employee only about $46,509 at 4% or $31,006 at 6%; with 50% employer match about $31,006 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,503 at 6%. |
| Contractors and Employees 401K Plan | - | 11 | $20,740 | $20,464 | $1,860iApproximate average salary by contribution assumption: employee only about $46,509 at 4% or $31,006 at 6%; with 50% employer match about $31,006 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,503 at 6%. |