Civic Intelligence

Steven Lee Insurance Services Inc.

Plan context: Steven Lee Insurance Services Inc. Retirement Plan

EIN 95-4325351 • San Gabriel, CA • 22 filings • 1 plans

901 E Las Tunas DrSan Gabriel, CA 91776-1640
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,196,787

2024 Contributions

$70,574

Historical Graphs

Total Assets Over Time

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

$3,196,787$1,598,394$0200320142024YearValue
$3,196,787Latest year 2024

Participants Over Time

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

950200320142024YearValue
9Latest 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
202419$3,196,787$70,574$7,842iApproximate average salary by contribution assumption: employee only about $196,039 at 4% or $130,693 at 6%; with 50% employer match about $130,693 at 4% or $87,128 at 6%; with 100% employer match about $98,019 at 4% or $65,346 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-9$3,196,787$70,574$7,842iApproximate average salary by contribution assumption: employee only about $196,039 at 4% or $130,693 at 6%; with 50% employer match about $130,693 at 4% or $87,128 at 6%; with 100% employer match about $98,019 at 4% or $65,346 at 6%.
202319$2,765,268$95,008$10,556iApproximate average salary by contribution assumption: employee only about $263,911 at 4% or $175,941 at 6%; with 50% employer match about $175,941 at 4% or $117,294 at 6%; with 100% employer match about $131,956 at 4% or $87,970 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-9$2,765,268$95,008$10,556iApproximate average salary by contribution assumption: employee only about $263,911 at 4% or $175,941 at 6%; with 50% employer match about $175,941 at 4% or $117,294 at 6%; with 100% employer match about $131,956 at 4% or $87,970 at 6%.
202219$2,262,897$86,069$9,563iApproximate average salary by contribution assumption: employee only about $239,081 at 4% or $159,387 at 6%; with 50% employer match about $159,387 at 4% or $106,258 at 6%; with 100% employer match about $119,540 at 4% or $79,694 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-9$2,262,897$86,069$9,563iApproximate average salary by contribution assumption: employee only about $239,081 at 4% or $159,387 at 6%; with 50% employer match about $159,387 at 4% or $106,258 at 6%; with 100% employer match about $119,540 at 4% or $79,694 at 6%.
202119$2,700,830$82,220$9,136iApproximate average salary by contribution assumption: employee only about $228,389 at 4% or $152,259 at 6%; with 50% employer match about $152,259 at 4% or $101,506 at 6%; with 100% employer match about $114,194 at 4% or $76,130 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-9$2,700,830$82,220$9,136iApproximate average salary by contribution assumption: employee only about $228,389 at 4% or $152,259 at 6%; with 50% employer match about $152,259 at 4% or $101,506 at 6%; with 100% employer match about $114,194 at 4% or $76,130 at 6%.
202019$2,253,826$80,875$8,986iApproximate average salary by contribution assumption: employee only about $224,653 at 4% or $149,769 at 6%; with 50% employer match about $149,769 at 4% or $99,846 at 6%; with 100% employer match about $112,326 at 4% or $74,884 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-9$2,253,826$80,875$8,986iApproximate average salary by contribution assumption: employee only about $224,653 at 4% or $149,769 at 6%; with 50% employer match about $149,769 at 4% or $99,846 at 6%; with 100% employer match about $112,326 at 4% or $74,884 at 6%.
201918$1,796,471$90,362$11,295iApproximate average salary by contribution assumption: employee only about $282,381 at 4% or $188,254 at 6%; with 50% employer match about $188,254 at 4% or $125,503 at 6%; with 100% employer match about $141,191 at 4% or $94,127 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-8$1,796,471$90,362$11,295iApproximate average salary by contribution assumption: employee only about $282,381 at 4% or $188,254 at 6%; with 50% employer match about $188,254 at 4% or $125,503 at 6%; with 100% employer match about $141,191 at 4% or $94,127 at 6%.
201816$1,423,532$56,354$9,392iApproximate average salary by contribution assumption: employee only about $234,808 at 4% or $156,539 at 6%; with 50% employer match about $156,539 at 4% or $104,359 at 6%; with 100% employer match about $117,404 at 4% or $78,269 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-6$1,423,532$56,354$9,392iApproximate average salary by contribution assumption: employee only about $234,808 at 4% or $156,539 at 6%; with 50% employer match about $156,539 at 4% or $104,359 at 6%; with 100% employer match about $117,404 at 4% or $78,269 at 6%.
201716$1,497,684$137,617$22,936iApproximate average salary by contribution assumption: employee only about $573,404 at 4% or $382,269 at 6%; with 50% employer match about $382,269 at 4% or $254,846 at 6%; with 100% employer match about $286,702 at 4% or $191,135 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-6$1,497,684$137,617$22,936iApproximate average salary by contribution assumption: employee only about $573,404 at 4% or $382,269 at 6%; with 50% employer match about $382,269 at 4% or $254,846 at 6%; with 100% employer match about $286,702 at 4% or $191,135 at 6%.
201616$1,170,982$78,337$13,056iApproximate average salary by contribution assumption: employee only about $326,404 at 4% or $217,603 at 6%; with 50% employer match about $217,603 at 4% or $145,069 at 6%; with 100% employer match about $163,202 at 4% or $108,801 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-6$1,170,982$78,337$13,056iApproximate average salary by contribution assumption: employee only about $326,404 at 4% or $217,603 at 6%; with 50% employer match about $217,603 at 4% or $145,069 at 6%; with 100% employer match about $163,202 at 4% or $108,801 at 6%.
201518$1,022,768$59,034$7,379iApproximate average salary by contribution assumption: employee only about $184,481 at 4% or $122,988 at 6%; with 50% employer match about $122,988 at 4% or $81,992 at 6%; with 100% employer match about $92,241 at 4% or $61,494 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-8$1,022,768$59,034$7,379iApproximate average salary by contribution assumption: employee only about $184,481 at 4% or $122,988 at 6%; with 50% employer match about $122,988 at 4% or $81,992 at 6%; with 100% employer match about $92,241 at 4% or $61,494 at 6%.
201416$996,283$58,150$9,692iApproximate average salary by contribution assumption: employee only about $242,292 at 4% or $161,528 at 6%; with 50% employer match about $161,528 at 4% or $107,685 at 6%; with 100% employer match about $121,146 at 4% or $80,764 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-6$996,283$58,150$9,692iApproximate average salary by contribution assumption: employee only about $242,292 at 4% or $161,528 at 6%; with 50% employer match about $161,528 at 4% or $107,685 at 6%; with 100% employer match about $121,146 at 4% or $80,764 at 6%.
201316$886,469$66,016$11,003iApproximate average salary by contribution assumption: employee only about $275,067 at 4% or $183,378 at 6%; with 50% employer match about $183,378 at 4% or $122,252 at 6%; with 100% employer match about $137,533 at 4% or $91,689 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-6$886,469$66,016$11,003iApproximate average salary by contribution assumption: employee only about $275,067 at 4% or $183,378 at 6%; with 50% employer match about $183,378 at 4% or $122,252 at 6%; with 100% employer match about $137,533 at 4% or $91,689 at 6%.
201218$724,124$69,003$8,625iApproximate average salary by contribution assumption: employee only about $215,634 at 4% or $143,756 at 6%; with 50% employer match about $143,756 at 4% or $95,838 at 6%; with 100% employer match about $107,817 at 4% or $71,878 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-8$724,124$69,003$8,625iApproximate average salary by contribution assumption: employee only about $215,634 at 4% or $143,756 at 6%; with 50% employer match about $143,756 at 4% or $95,838 at 6%; with 100% employer match about $107,817 at 4% or $71,878 at 6%.
201118$581,189$67,792$8,474iApproximate average salary by contribution assumption: employee only about $211,850 at 4% or $141,233 at 6%; with 50% employer match about $141,233 at 4% or $94,156 at 6%; with 100% employer match about $105,925 at 4% or $70,617 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-8$581,189$67,792$8,474iApproximate average salary by contribution assumption: employee only about $211,850 at 4% or $141,233 at 6%; with 50% employer match about $141,233 at 4% or $94,156 at 6%; with 100% employer match about $105,925 at 4% or $70,617 at 6%.
201019$545,508$63,868$7,096iApproximate average salary by contribution assumption: employee only about $177,411 at 4% or $118,274 at 6%; with 50% employer match about $118,274 at 4% or $78,849 at 6%; with 100% employer match about $88,706 at 4% or $59,137 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-9$545,508$63,868$7,096iApproximate average salary by contribution assumption: employee only about $177,411 at 4% or $118,274 at 6%; with 50% employer match about $118,274 at 4% or $78,849 at 6%; with 100% employer match about $88,706 at 4% or $59,137 at 6%.
200915$422,181$48,575$9,715iApproximate average salary by contribution assumption: employee only about $242,875 at 4% or $161,917 at 6%; with 50% employer match about $161,917 at 4% or $107,944 at 6%; with 100% employer match about $121,438 at 4% or $80,958 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-5$422,181$48,575$9,715iApproximate average salary by contribution assumption: employee only about $242,875 at 4% or $161,917 at 6%; with 50% employer match about $161,917 at 4% or $107,944 at 6%; with 100% employer match about $121,438 at 4% or $80,958 at 6%.
200815$296,033$70,465$14,093iApproximate average salary by contribution assumption: employee only about $352,325 at 4% or $234,883 at 6%; with 50% employer match about $234,883 at 4% or $156,589 at 6%; with 100% employer match about $176,163 at 4% or $117,442 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-5$296,033$70,465$14,093iApproximate average salary by contribution assumption: employee only about $352,325 at 4% or $234,883 at 6%; with 50% employer match about $234,883 at 4% or $156,589 at 6%; with 100% employer match about $176,163 at 4% or $117,442 at 6%.
200718$408,622$99,814$12,477iApproximate average salary by contribution assumption: employee only about $311,919 at 4% or $207,946 at 6%; with 50% employer match about $207,946 at 4% or $138,631 at 6%; with 100% employer match about $155,959 at 4% or $103,973 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-8$408,622$99,814$12,477iApproximate average salary by contribution assumption: employee only about $311,919 at 4% or $207,946 at 6%; with 50% employer match about $207,946 at 4% or $138,631 at 6%; with 100% employer match about $155,959 at 4% or $103,973 at 6%.
200618$278,665$43,553$5,444iApproximate average salary by contribution assumption: employee only about $136,103 at 4% or $90,735 at 6%; with 50% employer match about $90,735 at 4% or $60,490 at 6%; with 100% employer match about $68,052 at 4% or $45,368 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-8$278,665$43,553$5,444iApproximate average salary by contribution assumption: employee only about $136,103 at 4% or $90,735 at 6%; with 50% employer match about $90,735 at 4% or $60,490 at 6%; with 100% employer match about $68,052 at 4% or $45,368 at 6%.
200517$207,708$54,390$7,770iApproximate average salary by contribution assumption: employee only about $194,250 at 4% or $129,500 at 6%; with 50% employer match about $129,500 at 4% or $86,333 at 6%; with 100% employer match about $97,125 at 4% or $64,750 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-7$207,708$54,390$7,770iApproximate average salary by contribution assumption: employee only about $194,250 at 4% or $129,500 at 6%; with 50% employer match about $129,500 at 4% or $86,333 at 6%; with 100% employer match about $97,125 at 4% or $64,750 at 6%.
200418$140,611$57,079$7,135iApproximate average salary by contribution assumption: employee only about $178,372 at 4% or $118,915 at 6%; with 50% employer match about $118,915 at 4% or $79,276 at 6%; with 100% employer match about $89,186 at 4% or $59,457 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-8$140,611$57,079$7,135iApproximate average salary by contribution assumption: employee only about $178,372 at 4% or $118,915 at 6%; with 50% employer match about $118,915 at 4% or $79,276 at 6%; with 100% employer match about $89,186 at 4% or $59,457 at 6%.
200319$72,948$72,948$8,105iApproximate average salary by contribution assumption: employee only about $202,633 at 4% or $135,089 at 6%; with 50% employer match about $135,089 at 4% or $90,059 at 6%; with 100% employer match about $101,317 at 4% or $67,544 at 6%.
Steven Lee Insurance Services Inc. Retirement Plan-9$72,948$72,948$8,105iApproximate average salary by contribution assumption: employee only about $202,633 at 4% or $135,089 at 6%; with 50% employer match about $135,089 at 4% or $90,059 at 6%; with 100% employer match about $101,317 at 4% or $67,544 at 6%.