O W Lee Company Inc
Plan context: O W Lee Company Inc 401K Profit Sharing Plan and Trust
EIN 95-1784196 • Comfort, TX • 39 filings • 12 plans
Current Snapshot
Latest Year
2025
2025 Participants
44
2025 Assets
$1,822,373
2025 Contributions
$253,731
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 | 44 | $1,822,373 | $253,731 | $5,767iApproximate average salary by contribution assumption: employee only about $144,165 at 4% or $96,110 at 6%; with 50% employer match about $96,110 at 4% or $64,073 at 6%; with 100% employer match about $72,083 at 4% or $48,055 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 44 | $1,822,373 | $253,731 | $5,767iApproximate average salary by contribution assumption: employee only about $144,165 at 4% or $96,110 at 6%; with 50% employer match about $96,110 at 4% or $64,073 at 6%; with 100% employer match about $72,083 at 4% or $48,055 at 6%. |
| 2024 | 2 | 92 | $1,397,251 | $243,685 | $2,649iApproximate average salary by contribution assumption: employee only about $66,219 at 4% or $44,146 at 6%; with 50% employer match about $44,146 at 4% or $29,431 at 6%; with 100% employer match about $33,109 at 4% or $22,073 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 46 | $1,397,251 | $243,685 | $5,298iApproximate average salary by contribution assumption: employee only about $132,438 at 4% or $88,292 at 6%; with 50% employer match about $88,292 at 4% or $58,861 at 6%; with 100% employer match about $66,219 at 4% or $44,146 at 6%. |
| O. W. Lee. Inc. | - | 92 | - | - | - |
| 2023 | 1 | 53 | $1,212,213 | $233,692 | $4,409iApproximate average salary by contribution assumption: employee only about $110,232 at 4% or $73,488 at 6%; with 50% employer match about $73,488 at 4% or $48,992 at 6%; with 100% employer match about $55,116 at 4% or $36,744 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 53 | $1,212,213 | $233,692 | $4,409iApproximate average salary by contribution assumption: employee only about $110,232 at 4% or $73,488 at 6%; with 50% employer match about $73,488 at 4% or $48,992 at 6%; with 100% employer match about $55,116 at 4% or $36,744 at 6%. |
| 2022 | 2 | 58 | $1,123,629 | $172,524 | $2,975iApproximate average salary by contribution assumption: employee only about $74,364 at 4% or $49,576 at 6%; with 50% employer match about $49,576 at 4% or $33,051 at 6%; with 100% employer match about $37,182 at 4% or $24,788 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 44 | $1,123,629 | $172,524 | $3,921iApproximate average salary by contribution assumption: employee only about $98,025 at 4% or $65,350 at 6%; with 50% employer match about $65,350 at 4% or $43,567 at 6%; with 100% employer match about $49,013 at 4% or $32,675 at 6%. |
| O. W. Lee. Inc. | - | 58 | - | - | - |
| 2021 | 1 | 25 | $1,392,835 | $139,795 | $5,592iApproximate average salary by contribution assumption: employee only about $139,795 at 4% or $93,197 at 6%; with 50% employer match about $93,197 at 4% or $62,131 at 6%; with 100% employer match about $69,898 at 4% or $46,598 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 25 | $1,392,835 | $139,795 | $5,592iApproximate average salary by contribution assumption: employee only about $139,795 at 4% or $93,197 at 6%; with 50% employer match about $93,197 at 4% or $62,131 at 6%; with 100% employer match about $69,898 at 4% or $46,598 at 6%. |
| 2020 | 2 | 72 | $2,145,685 | $167,949 | $2,333iApproximate average salary by contribution assumption: employee only about $58,316 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,158 at 4% or $19,439 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 72 | $2,145,685 | $167,949 | $2,333iApproximate average salary by contribution assumption: employee only about $58,316 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,158 at 4% or $19,439 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 0 | - | - | - |
| 2019 | 2 | 154 | $1,873,575 | $194,329 | $1,262iApproximate average salary by contribution assumption: employee only about $31,547 at 4% or $21,031 at 6%; with 50% employer match about $21,031 at 4% or $14,021 at 6%; with 100% employer match about $15,773 at 4% or $10,516 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 76 | $1,873,575 | $194,329 | $2,557iApproximate average salary by contribution assumption: employee only about $63,924 at 4% or $42,616 at 6%; with 50% employer match about $42,616 at 4% or $28,411 at 6%; with 100% employer match about $31,962 at 4% or $21,308 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 154 | - | - | - |
| 2018 | 2 | 158 | $1,483,027 | $153,826 | $974iApproximate average salary by contribution assumption: employee only about $24,340 at 4% or $16,226 at 6%; with 50% employer match about $16,226 at 4% or $10,818 at 6%; with 100% employer match about $12,170 at 4% or $8,113 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 142 | $1,483,027 | $153,826 | $1,083iApproximate average salary by contribution assumption: employee only about $27,082 at 4% or $18,055 at 6%; with 50% employer match about $18,055 at 4% or $12,036 at 6%; with 100% employer match about $13,541 at 4% or $9,027 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 158 | - | - | - |
| 2017 | 2 | 130 | $1,369,560 | $125,079 | $962iApproximate average salary by contribution assumption: employee only about $24,054 at 4% or $16,036 at 6%; with 50% employer match about $16,036 at 4% or $10,691 at 6%; with 100% employer match about $12,027 at 4% or $8,018 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 120 | $1,369,560 | $125,079 | $1,042iApproximate average salary by contribution assumption: employee only about $26,058 at 4% or $17,372 at 6%; with 50% employer match about $17,372 at 4% or $11,581 at 6%; with 100% employer match about $13,029 at 4% or $8,686 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 130 | - | - | - |
| 2016 | 2 | 141 | $1,091,535 | $114,651 | $813iApproximate average salary by contribution assumption: employee only about $20,328 at 4% or $13,552 at 6%; with 50% employer match about $13,552 at 4% or $9,035 at 6%; with 100% employer match about $10,164 at 4% or $6,776 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 78 | $1,091,535 | $114,651 | $1,470iApproximate average salary by contribution assumption: employee only about $36,747 at 4% or $24,498 at 6%; with 50% employer match about $24,498 at 4% or $16,332 at 6%; with 100% employer match about $18,374 at 4% or $12,249 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 141 | - | - | - |
| 2015 | 2 | 134 | $983,115 | $120,993 | $903iApproximate average salary by contribution assumption: employee only about $22,573 at 4% or $15,049 at 6%; with 50% employer match about $15,049 at 4% or $10,033 at 6%; with 100% employer match about $11,287 at 4% or $7,524 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 75 | $983,115 | $120,993 | $1,613iApproximate average salary by contribution assumption: employee only about $40,331 at 4% or $26,887 at 6%; with 50% employer match about $26,887 at 4% or $17,925 at 6%; with 100% employer match about $20,166 at 4% or $13,444 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 134 | - | - | - |
| 2014 | 1 | 77 | $993,072 | $114,446 | $1,486iApproximate average salary by contribution assumption: employee only about $37,158 at 4% or $24,772 at 6%; with 50% employer match about $24,772 at 4% or $16,515 at 6%; with 100% employer match about $18,579 at 4% or $12,386 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 77 | $993,072 | $114,446 | $1,486iApproximate average salary by contribution assumption: employee only about $37,158 at 4% or $24,772 at 6%; with 50% employer match about $24,772 at 4% or $16,515 at 6%; with 100% employer match about $18,579 at 4% or $12,386 at 6%. |
| 2013 | 1 | 88 | $841,866 | $103,117 | $1,172iApproximate average salary by contribution assumption: employee only about $29,295 at 4% or $19,530 at 6%; with 50% employer match about $19,530 at 4% or $13,020 at 6%; with 100% employer match about $14,647 at 4% or $9,765 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 88 | $841,866 | $103,117 | $1,172iApproximate average salary by contribution assumption: employee only about $29,295 at 4% or $19,530 at 6%; with 50% employer match about $19,530 at 4% or $13,020 at 6%; with 100% employer match about $14,647 at 4% or $9,765 at 6%. |
| 2012 | 1 | 90 | $686,360 | $109,148 | $1,213iApproximate average salary by contribution assumption: employee only about $30,319 at 4% or $20,213 at 6%; with 50% employer match about $20,213 at 4% or $13,475 at 6%; with 100% employer match about $15,159 at 4% or $10,106 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 90 | $686,360 | $109,148 | $1,213iApproximate average salary by contribution assumption: employee only about $30,319 at 4% or $20,213 at 6%; with 50% employer match about $20,213 at 4% or $13,475 at 6%; with 100% employer match about $15,159 at 4% or $10,106 at 6%. |
| 2011 | 1 | 90 | $523,197 | $98,858 | $1,098iApproximate average salary by contribution assumption: employee only about $27,461 at 4% or $18,307 at 6%; with 50% employer match about $18,307 at 4% or $12,205 at 6%; with 100% employer match about $13,730 at 4% or $9,154 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 90 | $523,197 | $98,858 | $1,098iApproximate average salary by contribution assumption: employee only about $27,461 at 4% or $18,307 at 6%; with 50% employer match about $18,307 at 4% or $12,205 at 6%; with 100% employer match about $13,730 at 4% or $9,154 at 6%. |
| 2010 | 1 | 85 | $427,170 | $82,257 | $968iApproximate average salary by contribution assumption: employee only about $24,193 at 4% or $16,129 at 6%; with 50% employer match about $16,129 at 4% or $10,753 at 6%; with 100% employer match about $12,097 at 4% or $8,064 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 85 | $427,170 | $82,257 | $968iApproximate average salary by contribution assumption: employee only about $24,193 at 4% or $16,129 at 6%; with 50% employer match about $16,129 at 4% or $10,753 at 6%; with 100% employer match about $12,097 at 4% or $8,064 at 6%. |
| 2009 | 1 | 36 | $313,823 | $77,621 | $2,156iApproximate average salary by contribution assumption: employee only about $53,903 at 4% or $35,936 at 6%; with 50% employer match about $35,936 at 4% or $23,957 at 6%; with 100% employer match about $26,952 at 4% or $17,968 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 36 | $313,823 | $77,621 | $2,156iApproximate average salary by contribution assumption: employee only about $53,903 at 4% or $35,936 at 6%; with 50% employer match about $35,936 at 4% or $23,957 at 6%; with 100% employer match about $26,952 at 4% or $17,968 at 6%. |
| 2008 | 2 | 92 | $194,772 | $79,431 | $863iApproximate average salary by contribution assumption: employee only about $21,585 at 4% or $14,390 at 6%; with 50% employer match about $14,390 at 4% or $9,593 at 6%; with 100% employer match about $10,792 at 4% or $7,195 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 92 | $194,772 | $79,431 | $863iApproximate average salary by contribution assumption: employee only about $21,585 at 4% or $14,390 at 6%; with 50% employer match about $14,390 at 4% or $9,593 at 6%; with 100% employer match about $10,792 at 4% or $7,195 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 90 | - | - | - |
| 2007 | 2 | 115 | $190,273 | $84,785 | $737iApproximate average salary by contribution assumption: employee only about $18,432 at 4% or $12,288 at 6%; with 50% employer match about $12,288 at 4% or $8,192 at 6%; with 100% employer match about $9,216 at 4% or $6,144 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 106 | $190,273 | $84,785 | $800iApproximate average salary by contribution assumption: employee only about $19,996 at 4% or $13,331 at 6%; with 50% employer match about $13,331 at 4% or $8,887 at 6%; with 100% employer match about $9,998 at 4% or $6,665 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 115 | - | - | - |
| 2006 | 2 | 125 | $106,375 | $73,696 | $590iApproximate average salary by contribution assumption: employee only about $14,739 at 4% or $9,826 at 6%; with 50% employer match about $9,826 at 4% or $6,551 at 6%; with 100% employer match about $7,370 at 4% or $4,913 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 111 | $106,375 | $73,696 | $664iApproximate average salary by contribution assumption: employee only about $16,598 at 4% or $11,065 at 6%; with 50% employer match about $11,065 at 4% or $7,377 at 6%; with 100% employer match about $8,299 at 4% or $5,533 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 125 | - | - | - |
| 2005 | 2 | 129 | $30,283 | $29,447 | $228iApproximate average salary by contribution assumption: employee only about $5,707 at 4% or $3,805 at 6%; with 50% employer match about $3,805 at 4% or $2,536 at 6%; with 100% employer match about $2,853 at 4% or $1,902 at 6%. |
| O W Lee Company Inc 401K Profit Sharing Plan and Trust | - | 115 | $30,283 | $29,447 | $256iApproximate average salary by contribution assumption: employee only about $6,402 at 4% or $4,268 at 6%; with 50% employer match about $4,268 at 4% or $2,845 at 6%; with 100% employer match about $3,201 at 4% or $2,134 at 6%. |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 129 | - | - | - |
| 2004 | 1 | 133 | $0 | $0 | - |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 133 | - | - | - |
| 2003 | 1 | 132 | $0 | $0 | - |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 132 | - | - | - |
| 2002 | 1 | 170 | $0 | $0 | - |
| O. W. Lee Co. Inc. Welfare Benefits Plan | - | 170 | - | - | - |
| 2000 | 3 | 213 | $0 | $0 | - |
| O.W. LEE CO., INC. | - | 202 | - | - | - |
| O.W. LEE CO. INC. | - | 213 | - | - | - |
| O.W. LEE CO INC | - | 202 | - | - | - |