Civic Intelligence

Lee & Stires Inc.

Plan context: The Contractors Retirement Plan

EIN 95-2836854 • Ontario, CA • 34 filings • 3 plans

634 S Palmetto AveOntario, CA 91786
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$946,075

2024 Contributions

$131,153

Historical Graphs

Total Assets Over Time

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

$6,244,505$3,122,253$0199920162024YearValue
$946,075Latest year 2024

Participants Over Time

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

40200199920132024YearValue
37Latest year 2024

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
2024137$946,075$131,153$3,545iApproximate average salary by contribution assumption: employee only about $88,617 at 4% or $59,078 at 6%; with 50% employer match about $59,078 at 4% or $39,385 at 6%; with 100% employer match about $44,308 at 4% or $29,539 at 6%.
The Contractors Retirement Plan-37$946,075$131,153$3,545iApproximate average salary by contribution assumption: employee only about $88,617 at 4% or $59,078 at 6%; with 50% employer match about $59,078 at 4% or $39,385 at 6%; with 100% employer match about $44,308 at 4% or $29,539 at 6%.
2023240$6,244,505$455,891$11,397iApproximate average salary by contribution assumption: employee only about $284,932 at 4% or $189,955 at 6%; with 50% employer match about $189,955 at 4% or $126,636 at 6%; with 100% employer match about $142,466 at 4% or $94,977 at 6%.
Lee & Stires Inc. Profit Sharing Plan-30$5,431,312$300,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
The Contractors Retirement Plan-40$813,193$155,891$3,897iApproximate average salary by contribution assumption: employee only about $97,432 at 4% or $64,955 at 6%; with 50% employer match about $64,955 at 4% or $43,303 at 6%; with 100% employer match about $48,716 at 4% or $32,477 at 6%.
2022235$5,956,756$402,108$11,489iApproximate average salary by contribution assumption: employee only about $287,220 at 4% or $191,480 at 6%; with 50% employer match about $191,480 at 4% or $127,653 at 6%; with 100% employer match about $143,610 at 4% or $95,740 at 6%.
Lee & Stires Inc. Profit Sharing Plan-30$5,341,081$300,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
The Contractors Retirement Plan-35$615,675$102,108$2,917iApproximate average salary by contribution assumption: employee only about $72,934 at 4% or $48,623 at 6%; with 50% employer match about $48,623 at 4% or $32,415 at 6%; with 100% employer match about $36,467 at 4% or $24,311 at 6%.
2021227$5,738,476$279,748$10,361iApproximate average salary by contribution assumption: employee only about $259,026 at 4% or $172,684 at 6%; with 50% employer match about $172,684 at 4% or $115,123 at 6%; with 100% employer match about $129,513 at 4% or $86,342 at 6%.
Lee & Stires Inc. Profit Sharing Plan-14$5,119,062$200,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
The Contractors Retirement Plan-27$619,414$79,748$2,954iApproximate average salary by contribution assumption: employee only about $73,841 at 4% or $49,227 at 6%; with 50% employer match about $49,227 at 4% or $32,818 at 6%; with 100% employer match about $36,920 at 4% or $24,614 at 6%.
2020222$5,164,433$276,453$12,566iApproximate average salary by contribution assumption: employee only about $314,151 at 4% or $209,434 at 6%; with 50% employer match about $209,434 at 4% or $139,623 at 6%; with 100% employer match about $157,076 at 4% or $104,717 at 6%.
Lee & Stires Inc. Profit Sharing Plan-22$4,558,047$200,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
The Contractors Retirement Plan-20$606,386$76,453$3,823iApproximate average salary by contribution assumption: employee only about $95,566 at 4% or $63,711 at 6%; with 50% employer match about $63,711 at 4% or $42,474 at 6%; with 100% employer match about $47,783 at 4% or $31,855 at 6%.
2019225$932,807$268,755$10,750iApproximate average salary by contribution assumption: employee only about $268,755 at 4% or $179,170 at 6%; with 50% employer match about $179,170 at 4% or $119,447 at 6%; with 100% employer match about $134,378 at 4% or $89,585 at 6%.
The Contractors Retirement Plan-18$496,843$61,145$3,397iApproximate average salary by contribution assumption: employee only about $84,924 at 4% or $56,616 at 6%; with 50% employer match about $56,616 at 4% or $37,744 at 6%; with 100% employer match about $42,462 at 4% or $28,308 at 6%.
Lee & Stires Inc. Profit Sharing Plan-25$435,964$207,610$8,304iApproximate average salary by contribution assumption: employee only about $207,610 at 4% or $138,407 at 6%; with 50% employer match about $138,407 at 4% or $92,271 at 6%; with 100% employer match about $103,805 at 4% or $69,203 at 6%.
2018225$4,956,638$298,935$11,957iApproximate average salary by contribution assumption: employee only about $298,935 at 4% or $199,290 at 6%; with 50% employer match about $199,290 at 4% or $132,860 at 6%; with 100% employer match about $149,468 at 4% or $99,645 at 6%.
Lee & Stires Inc. Profit Sharing Plan-25$4,505,593$217,390$8,696iApproximate average salary by contribution assumption: employee only about $217,390 at 4% or $144,927 at 6%; with 50% employer match about $144,927 at 4% or $96,618 at 6%; with 100% employer match about $108,695 at 4% or $72,463 at 6%.
The Contractors Retirement Plan-16$451,045$81,545$5,097iApproximate average salary by contribution assumption: employee only about $127,414 at 4% or $84,943 at 6%; with 50% employer match about $84,943 at 4% or $56,628 at 6%; with 100% employer match about $63,707 at 4% or $42,471 at 6%.
2017113$434,818$79,112$6,086iApproximate average salary by contribution assumption: employee only about $152,138 at 4% or $101,426 at 6%; with 50% employer match about $101,426 at 4% or $67,617 at 6%; with 100% employer match about $76,069 at 4% or $50,713 at 6%.
The Contractors Retirement Plan-13$434,818$79,112$6,086iApproximate average salary by contribution assumption: employee only about $152,138 at 4% or $101,426 at 6%; with 50% employer match about $101,426 at 4% or $67,617 at 6%; with 100% employer match about $76,069 at 4% or $50,713 at 6%.
2016224$4,603,565$179,216$7,467iApproximate average salary by contribution assumption: employee only about $186,683 at 4% or $124,456 at 6%; with 50% employer match about $124,456 at 4% or $82,970 at 6%; with 100% employer match about $93,342 at 4% or $62,228 at 6%.
Lee & Stires Inc. Profit Sharing Plan-24$4,261,436$119,000$4,958iApproximate average salary by contribution assumption: employee only about $123,958 at 4% or $82,639 at 6%; with 50% employer match about $82,639 at 4% or $55,093 at 6%; with 100% employer match about $61,979 at 4% or $41,319 at 6%.
The Contractors Retirement Plan-10$342,129$60,216$6,022iApproximate average salary by contribution assumption: employee only about $150,540 at 4% or $100,360 at 6%; with 50% employer match about $100,360 at 4% or $66,907 at 6%; with 100% employer match about $75,270 at 4% or $50,180 at 6%.
2015224$4,601,424$287,976$11,999iApproximate average salary by contribution assumption: employee only about $299,975 at 4% or $199,983 at 6%; with 50% employer match about $199,983 at 4% or $133,322 at 6%; with 100% employer match about $149,988 at 4% or $99,992 at 6%.
Lee & Stires Inc. Profit Sharing Plan-24$4,284,826$199,000$8,292iApproximate average salary by contribution assumption: employee only about $207,292 at 4% or $138,194 at 6%; with 50% employer match about $138,194 at 4% or $92,130 at 6%; with 100% employer match about $103,646 at 4% or $69,097 at 6%.
The Contractors Retirement Plan-11$316,598$88,976$8,089iApproximate average salary by contribution assumption: employee only about $202,218 at 4% or $134,812 at 6%; with 50% employer match about $134,812 at 4% or $89,875 at 6%; with 100% employer match about $101,109 at 4% or $67,406 at 6%.
2014113$263,057$125,132$9,626iApproximate average salary by contribution assumption: employee only about $240,638 at 4% or $160,426 at 6%; with 50% employer match about $160,426 at 4% or $106,950 at 6%; with 100% employer match about $120,319 at 4% or $80,213 at 6%.
The Contractors Retirement Plan-13$263,057$125,132$9,626iApproximate average salary by contribution assumption: employee only about $240,638 at 4% or $160,426 at 6%; with 50% employer match about $160,426 at 4% or $106,950 at 6%; with 100% employer match about $120,319 at 4% or $80,213 at 6%.
2013221$4,073,897$83,070$3,956iApproximate average salary by contribution assumption: employee only about $98,893 at 4% or $65,929 at 6%; with 50% employer match about $65,929 at 4% or $43,952 at 6%; with 100% employer match about $49,446 at 4% or $32,964 at 6%.
Lee & Stires Inc. Profit Sharing Plan-21$3,859,915$0-
The Contractors Retirement Plan-12$213,982$83,070$6,923iApproximate average salary by contribution assumption: employee only about $173,063 at 4% or $115,375 at 6%; with 50% employer match about $115,375 at 4% or $76,917 at 6%; with 100% employer match about $86,531 at 4% or $57,688 at 6%.
2012111$173,719$151,384$13,762iApproximate average salary by contribution assumption: employee only about $344,055 at 4% or $229,370 at 6%; with 50% employer match about $229,370 at 4% or $152,913 at 6%; with 100% employer match about $172,027 at 4% or $114,685 at 6%.
The Contractors Retirement Plan-11$173,719$151,384$13,762iApproximate average salary by contribution assumption: employee only about $344,055 at 4% or $229,370 at 6%; with 50% employer match about $229,370 at 4% or $152,913 at 6%; with 100% employer match about $172,027 at 4% or $114,685 at 6%.
2011221$4,445,874$159,350$7,588iApproximate average salary by contribution assumption: employee only about $189,702 at 4% or $126,468 at 6%; with 50% employer match about $126,468 at 4% or $84,312 at 6%; with 100% employer match about $94,851 at 4% or $63,234 at 6%.
Lee & Stires Inc. Profit Sharing Plan-21$4,341,611$0-
The Contractors Retirement Plan-11$104,263$159,350$14,486iApproximate average salary by contribution assumption: employee only about $362,159 at 4% or $241,439 at 6%; with 50% employer match about $241,439 at 4% or $160,960 at 6%; with 100% employer match about $181,080 at 4% or $120,720 at 6%.
2010221$4,716,544$62,224$2,963iApproximate average salary by contribution assumption: employee only about $74,076 at 4% or $49,384 at 6%; with 50% employer match about $49,384 at 4% or $32,923 at 6%; with 100% employer match about $37,038 at 4% or $24,692 at 6%.
Lee & Stires Inc. Profit Sharing Plan-21$4,684,064$0-
The Contractors Retirement Plan-11$32,480$62,224$5,657iApproximate average salary by contribution assumption: employee only about $141,418 at 4% or $94,279 at 6%; with 50% employer match about $94,279 at 4% or $62,853 at 6%; with 100% employer match about $70,709 at 4% or $47,139 at 6%.
2009121$4,709,586$0-
Lee & Stires Inc. Profit Sharing Plan-21$4,709,586$0-
2008120$0$0-
Lee & Stires Inc. Profit Sharing Plan-20---
2005119$0$0-
Lee & Stires Inc. Profit Sharing Plan-19---
2004118$4,726,503$155,562$8,642iApproximate average salary by contribution assumption: employee only about $216,058 at 4% or $144,039 at 6%; with 50% employer match about $144,039 at 4% or $96,026 at 6%; with 100% employer match about $108,029 at 4% or $72,019 at 6%.
Lee & Stires Inc. Profit Sharing Plan-18$4,726,503$155,562$8,642iApproximate average salary by contribution assumption: employee only about $216,058 at 4% or $144,039 at 6%; with 50% employer match about $144,039 at 4% or $96,026 at 6%; with 100% employer match about $108,029 at 4% or $72,019 at 6%.
2003119$0$0-
Lee & Stires Inc. Profit Sharing Plan-19---
2002118$0$0-
Lee & Stires Inc. Profit Sharing Plan-18---
2001117$0$0-
Lee & Stires Inc. Profit Sharing Plan-17---
1999116$3,662,464$132,733$8,296iApproximate average salary by contribution assumption: employee only about $207,395 at 4% or $138,264 at 6%; with 50% employer match about $138,264 at 4% or $92,176 at 6%; with 100% employer match about $103,698 at 4% or $69,132 at 6%.
Lee & Stires Inc. Profit Sharing Plan-16$3,662,464$132,733$8,296iApproximate average salary by contribution assumption: employee only about $207,395 at 4% or $138,264 at 6%; with 50% employer match about $138,264 at 4% or $92,176 at 6%; with 100% employer match about $103,698 at 4% or $69,132 at 6%.