Civic Intelligence

Lee & Ro Inc.

Plan context: Lee & Ro Inc. 401K Profit Sharing Plan

EIN 95-3443396 • City Of Industry, CA • 36 filings • 8 plans

1199 S Fullerton RdCity Of Industry, CA 91748
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$16,667,170

2024 Contributions

$788,880

Historical Graphs

Total Assets Over Time

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

$16,667,170$8,333,585$0199920142024YearValue
$16,667,170Latest year 2024

Participants Over Time

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

104520199920122024YearValue
86Latest 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
2024186$16,667,170$788,880$9,173iApproximate average salary by contribution assumption: employee only about $229,326 at 4% or $152,884 at 6%; with 50% employer match about $152,884 at 4% or $101,922 at 6%; with 100% employer match about $114,663 at 4% or $76,442 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-86$16,667,170$788,880$9,173iApproximate average salary by contribution assumption: employee only about $229,326 at 4% or $152,884 at 6%; with 50% employer match about $152,884 at 4% or $101,922 at 6%; with 100% employer match about $114,663 at 4% or $76,442 at 6%.
2023197$13,783,710$626,019$6,454iApproximate average salary by contribution assumption: employee only about $161,345 at 4% or $107,563 at 6%; with 50% employer match about $107,563 at 4% or $71,709 at 6%; with 100% employer match about $80,673 at 4% or $53,782 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-97$13,783,710$626,019$6,454iApproximate average salary by contribution assumption: employee only about $161,345 at 4% or $107,563 at 6%; with 50% employer match about $107,563 at 4% or $71,709 at 6%; with 100% employer match about $80,673 at 4% or $53,782 at 6%.
2022199$11,704,929$697,508$7,046iApproximate average salary by contribution assumption: employee only about $176,138 at 4% or $117,426 at 6%; with 50% employer match about $117,426 at 4% or $78,284 at 6%; with 100% employer match about $88,069 at 4% or $58,713 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-99$11,704,929$697,508$7,046iApproximate average salary by contribution assumption: employee only about $176,138 at 4% or $117,426 at 6%; with 50% employer match about $117,426 at 4% or $78,284 at 6%; with 100% employer match about $88,069 at 4% or $58,713 at 6%.
20211104$15,414,827$706,528$6,794iApproximate average salary by contribution assumption: employee only about $169,838 at 4% or $113,226 at 6%; with 50% employer match about $113,226 at 4% or $75,484 at 6%; with 100% employer match about $84,919 at 4% or $56,613 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-104$15,414,827$706,528$6,794iApproximate average salary by contribution assumption: employee only about $169,838 at 4% or $113,226 at 6%; with 50% employer match about $113,226 at 4% or $75,484 at 6%; with 100% employer match about $84,919 at 4% or $56,613 at 6%.
2020198$14,669,523$646,364$6,596iApproximate average salary by contribution assumption: employee only about $164,889 at 4% or $109,926 at 6%; with 50% employer match about $109,926 at 4% or $73,284 at 6%; with 100% employer match about $82,444 at 4% or $54,963 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-98$14,669,523$646,364$6,596iApproximate average salary by contribution assumption: employee only about $164,889 at 4% or $109,926 at 6%; with 50% employer match about $109,926 at 4% or $73,284 at 6%; with 100% employer match about $82,444 at 4% or $54,963 at 6%.
2019192$13,279,514$528,497$5,745iApproximate average salary by contribution assumption: employee only about $143,613 at 4% or $95,742 at 6%; with 50% employer match about $95,742 at 4% or $63,828 at 6%; with 100% employer match about $71,807 at 4% or $47,871 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-92$13,279,514$528,497$5,745iApproximate average salary by contribution assumption: employee only about $143,613 at 4% or $95,742 at 6%; with 50% employer match about $95,742 at 4% or $63,828 at 6%; with 100% employer match about $71,807 at 4% or $47,871 at 6%.
2018188$11,327,916$521,070$5,921iApproximate average salary by contribution assumption: employee only about $148,031 at 4% or $98,688 at 6%; with 50% employer match about $98,688 at 4% or $65,792 at 6%; with 100% employer match about $74,016 at 4% or $49,344 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-88$11,327,916$521,070$5,921iApproximate average salary by contribution assumption: employee only about $148,031 at 4% or $98,688 at 6%; with 50% employer match about $98,688 at 4% or $65,792 at 6%; with 100% employer match about $74,016 at 4% or $49,344 at 6%.
2017179$12,219,144$573,155$7,255iApproximate average salary by contribution assumption: employee only about $181,378 at 4% or $120,919 at 6%; with 50% employer match about $120,919 at 4% or $80,613 at 6%; with 100% employer match about $90,689 at 4% or $60,459 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-79$12,219,144$573,155$7,255iApproximate average salary by contribution assumption: employee only about $181,378 at 4% or $120,919 at 6%; with 50% employer match about $120,919 at 4% or $80,613 at 6%; with 100% employer match about $90,689 at 4% or $60,459 at 6%.
2016178$10,519,736$402,571$5,161iApproximate average salary by contribution assumption: employee only about $129,029 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,515 at 4% or $43,010 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-78$10,519,736$402,571$5,161iApproximate average salary by contribution assumption: employee only about $129,029 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,515 at 4% or $43,010 at 6%.
2015175$10,380,591$2,309,003$30,787iApproximate average salary by contribution assumption: employee only about $769,668 at 4% or $513,112 at 6%; with 50% employer match about $513,112 at 4% or $342,075 at 6%; with 100% employer match about $384,834 at 4% or $256,556 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-75$10,380,591$2,309,003$30,787iApproximate average salary by contribution assumption: employee only about $769,668 at 4% or $513,112 at 6%; with 50% employer match about $513,112 at 4% or $342,075 at 6%; with 100% employer match about $384,834 at 4% or $256,556 at 6%.
2014177$8,753,551$635,218$8,250iApproximate average salary by contribution assumption: employee only about $206,240 at 4% or $137,493 at 6%; with 50% employer match about $137,493 at 4% or $91,662 at 6%; with 100% employer match about $103,120 at 4% or $68,747 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-77$8,753,551$635,218$8,250iApproximate average salary by contribution assumption: employee only about $206,240 at 4% or $137,493 at 6%; with 50% employer match about $137,493 at 4% or $91,662 at 6%; with 100% employer match about $103,120 at 4% or $68,747 at 6%.
2013184$8,955,607$537,451$6,398iApproximate average salary by contribution assumption: employee only about $159,956 at 4% or $106,637 at 6%; with 50% employer match about $106,637 at 4% or $71,091 at 6%; with 100% employer match about $79,978 at 4% or $53,319 at 6%.
LEE & RO, INC. 401(K) PROFIT SHARING PLAN #2-84$8,955,607$537,451$6,398iApproximate average salary by contribution assumption: employee only about $159,956 at 4% or $106,637 at 6%; with 50% employer match about $106,637 at 4% or $71,091 at 6%; with 100% employer match about $79,978 at 4% or $53,319 at 6%.
2012184$8,041,992$466,294$5,551iApproximate average salary by contribution assumption: employee only about $138,778 at 4% or $92,519 at 6%; with 50% employer match about $92,519 at 4% or $61,679 at 6%; with 100% employer match about $69,389 at 4% or $46,259 at 6%.
LEE & RO, INC. 401(K) PROFIT SHARING PLAN 2-84$8,041,992$466,294$5,551iApproximate average salary by contribution assumption: employee only about $138,778 at 4% or $92,519 at 6%; with 50% employer match about $92,519 at 4% or $61,679 at 6%; with 100% employer match about $69,389 at 4% or $46,259 at 6%.
2011183$7,682,786$643,659$7,755iApproximate average salary by contribution assumption: employee only about $193,873 at 4% or $129,249 at 6%; with 50% employer match about $129,249 at 4% or $86,166 at 6%; with 100% employer match about $96,937 at 4% or $64,624 at 6%.
LEE & RO, INC. 401(K) PROFIT SHARING PLAN 2-83$7,682,786$643,659$7,755iApproximate average salary by contribution assumption: employee only about $193,873 at 4% or $129,249 at 6%; with 50% employer match about $129,249 at 4% or $86,166 at 6%; with 100% employer match about $96,937 at 4% or $64,624 at 6%.
2010293$7,997,902$568,557$6,114iApproximate average salary by contribution assumption: employee only about $152,838 at 4% or $101,892 at 6%; with 50% employer match about $101,892 at 4% or $67,928 at 6%; with 100% employer match about $76,419 at 4% or $50,946 at 6%.
LEE & RO, INC. 401(K) PROFIT SHARING PLAN #2-93$7,997,902$568,557$6,114iApproximate average salary by contribution assumption: employee only about $152,838 at 4% or $101,892 at 6%; with 50% employer match about $101,892 at 4% or $67,928 at 6%; with 100% employer match about $76,419 at 4% or $50,946 at 6%.
LEE & RO, INC. DEFINED BENEFIT PENSION PLAN-0$0--
2009299$8,881,958$815,014$8,232iApproximate average salary by contribution assumption: employee only about $205,812 at 4% or $137,208 at 6%; with 50% employer match about $137,208 at 4% or $91,472 at 6%; with 100% employer match about $102,906 at 4% or $68,604 at 6%.
LEE & RO, INC. 401(K) PROFIT SHARING PLAN #2-99$7,525,359$815,014$8,232iApproximate average salary by contribution assumption: employee only about $205,812 at 4% or $137,208 at 6%; with 50% employer match about $137,208 at 4% or $91,472 at 6%; with 100% employer match about $102,906 at 4% or $68,604 at 6%.
LEE & RO, INC. DEFINED BENEFIT PENSION PLAN-51$1,356,599--
2008278$7,040,142$346,296$4,440iApproximate average salary by contribution assumption: employee only about $110,992 at 4% or $73,995 at 6%; with 50% employer match about $73,995 at 4% or $49,330 at 6%; with 100% employer match about $55,496 at 4% or $36,997 at 6%.
LEE & RO, INC. 401K PROFIT SHARING PLAN 2-78$5,845,371$186,296$2,388iApproximate average salary by contribution assumption: employee only about $59,710 at 4% or $39,807 at 6%; with 50% employer match about $39,807 at 4% or $26,538 at 6%; with 100% employer match about $29,855 at 4% or $19,903 at 6%.
LEE & RO, INC. DEFINED BENEFIT PENSION PLAN-51$1,194,771$160,000$3,137iApproximate average salary by contribution assumption: employee only about $78,431 at 4% or $52,288 at 6%; with 50% employer match about $52,288 at 4% or $34,858 at 6%; with 100% employer match about $39,216 at 4% or $26,144 at 6%.
2006383$7,955,019$1,259,774$15,178iApproximate average salary by contribution assumption: employee only about $379,450 at 4% or $252,967 at 6%; with 50% employer match about $252,967 at 4% or $168,644 at 6%; with 100% employer match about $189,725 at 4% or $126,483 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-83$6,092,255$702,270$8,461iApproximate average salary by contribution assumption: employee only about $211,527 at 4% or $141,018 at 6%; with 50% employer match about $141,018 at 4% or $94,012 at 6%; with 100% employer match about $105,764 at 4% or $70,509 at 6%.
LEE & RO, INC. 401K PROFIT SHARING PLAN-66$1,012,748$388,541$5,887iApproximate average salary by contribution assumption: employee only about $147,175 at 4% or $98,116 at 6%; with 50% employer match about $98,116 at 4% or $65,411 at 6%; with 100% employer match about $73,587 at 4% or $49,058 at 6%.
LEE & RO, INC. DEFINED BENEFIT PENSION PLAN-51$850,016$168,963$3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,413 at 4% or $27,608 at 6%.
2005382$1,160,801$198,277$2,418iApproximate average salary by contribution assumption: employee only about $60,450 at 4% or $40,300 at 6%; with 50% employer match about $40,300 at 4% or $26,867 at 6%; with 100% employer match about $30,225 at 4% or $20,150 at 6%.
LEE & RO, INC. DEFINED BENEFIT PENSION PLAN-38$603,735$198,277$5,218iApproximate average salary by contribution assumption: employee only about $130,445 at 4% or $86,964 at 6%; with 50% employer match about $86,964 at 4% or $57,976 at 6%; with 100% employer match about $65,223 at 4% or $43,482 at 6%.
LEE & RO, INC. 401K PROFIT SHARING PLAN-59$557,066--
Lee & Ro Inc. 401K Profit Sharing Plan-82---
2004384$5,379,547$1,154,362$13,742iApproximate average salary by contribution assumption: employee only about $343,560 at 4% or $229,040 at 6%; with 50% employer match about $229,040 at 4% or $152,693 at 6%; with 100% employer match about $171,780 at 4% or $114,520 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-84$4,467,317$657,556$7,828iApproximate average salary by contribution assumption: employee only about $195,701 at 4% or $130,467 at 6%; with 50% employer match about $130,467 at 4% or $86,978 at 6%; with 100% employer match about $97,851 at 4% or $65,234 at 6%.
LEE & RO, INC. 401K PROFIT SHARING PLAN-62$538,347$303,741$4,899iApproximate average salary by contribution assumption: employee only about $122,476 at 4% or $81,651 at 6%; with 50% employer match about $81,651 at 4% or $54,434 at 6%; with 100% employer match about $61,238 at 4% or $40,825 at 6%.
LEE & RO, INC. DEFINED BENEFIT PENSION PLAN-30$373,883$193,065$6,436iApproximate average salary by contribution assumption: employee only about $160,888 at 4% or $107,258 at 6%; with 50% employer match about $107,258 at 4% or $71,506 at 6%; with 100% employer match about $80,444 at 4% or $53,629 at 6%.
2003384$0$0-
Lee & Ro Inc. 401K Profit Sharing Plan-84---
LEE & RO, INC. DEFINED BENEFIT PENSION PLAN-24---
LEE & RO, INC. 401K PROFIT SHARING PLAN-50---
2002169$0$0-
Lee & Ro Inc. 401K Profit Sharing Plan-69---
2001156$0$0-
Lee & Ro Inc. 401K Profit Sharing Plan-56---
2000143$0$0-
Lee & Ro Inc. 401K Profit Sharing Plan-43---
1999145$2,770,462$217,742$4,839iApproximate average salary by contribution assumption: employee only about $120,968 at 4% or $80,645 at 6%; with 50% employer match about $80,645 at 4% or $53,763 at 6%; with 100% employer match about $60,484 at 4% or $40,323 at 6%.
Lee & Ro Inc. 401K Profit Sharing Plan-45$2,770,462$217,742$4,839iApproximate average salary by contribution assumption: employee only about $120,968 at 4% or $80,645 at 6%; with 50% employer match about $80,645 at 4% or $53,763 at 6%; with 100% employer match about $60,484 at 4% or $40,323 at 6%.