Civic Intelligence

Gerald T. Lee

Plan context: Gerald T. Lee Age-Weighted Profit Sharing Plan

EIN 99-0199418 • Honolulu, HI • 26 filings • 1 plans

3615 Harding Avenue,302Honolulu, HI 96816
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$929,242

2024 Contributions

$68,765

Historical Graphs

Total Assets Over Time

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

$6,180,346$3,090,173$0199920112023YearValue
$929,242Latest year 2023

Participants Over Time

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

210199920112023YearValue
2Latest year 2023

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
202410$0-$24,648-
Gerald T. Lee Age-Weighted Profit Sharing Plan-0$0-$24,648-
202312$929,242$68,765$34,383iApproximate average salary by contribution assumption: employee only about $859,563 at 4% or $573,042 at 6%; with 50% employer match about $573,042 at 4% or $382,028 at 6%; with 100% employer match about $429,781 at 4% or $286,521 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$929,242$68,765$34,383iApproximate average salary by contribution assumption: employee only about $859,563 at 4% or $573,042 at 6%; with 50% employer match about $573,042 at 4% or $382,028 at 6%; with 100% employer match about $429,781 at 4% or $286,521 at 6%.
202212$5,431,217$62,457$31,229iApproximate average salary by contribution assumption: employee only about $780,713 at 4% or $520,475 at 6%; with 50% employer match about $520,475 at 4% or $346,983 at 6%; with 100% employer match about $390,356 at 4% or $260,238 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$5,431,217$62,457$31,229iApproximate average salary by contribution assumption: employee only about $780,713 at 4% or $520,475 at 6%; with 50% employer match about $520,475 at 4% or $346,983 at 6%; with 100% employer match about $390,356 at 4% or $260,238 at 6%.
202112$6,180,346$61,116$30,558iApproximate average salary by contribution assumption: employee only about $763,950 at 4% or $509,300 at 6%; with 50% employer match about $509,300 at 4% or $339,533 at 6%; with 100% employer match about $381,975 at 4% or $254,650 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$6,180,346$61,116$30,558iApproximate average salary by contribution assumption: employee only about $763,950 at 4% or $509,300 at 6%; with 50% employer match about $509,300 at 4% or $339,533 at 6%; with 100% employer match about $381,975 at 4% or $254,650 at 6%.
202012$5,374,627$58,194$29,097iApproximate average salary by contribution assumption: employee only about $727,425 at 4% or $484,950 at 6%; with 50% employer match about $484,950 at 4% or $323,300 at 6%; with 100% employer match about $363,713 at 4% or $242,475 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$5,374,627$58,194$29,097iApproximate average salary by contribution assumption: employee only about $727,425 at 4% or $484,950 at 6%; with 50% employer match about $484,950 at 4% or $323,300 at 6%; with 100% employer match about $363,713 at 4% or $242,475 at 6%.
201912$4,704,243$59,706$29,853iApproximate average salary by contribution assumption: employee only about $746,325 at 4% or $497,550 at 6%; with 50% employer match about $497,550 at 4% or $331,700 at 6%; with 100% employer match about $373,163 at 4% or $248,775 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$4,704,243$59,706$29,853iApproximate average salary by contribution assumption: employee only about $746,325 at 4% or $497,550 at 6%; with 50% employer match about $497,550 at 4% or $331,700 at 6%; with 100% employer match about $373,163 at 4% or $248,775 at 6%.
201812$4,051,037$60,076$30,038iApproximate average salary by contribution assumption: employee only about $750,950 at 4% or $500,633 at 6%; with 50% employer match about $500,633 at 4% or $333,756 at 6%; with 100% employer match about $375,475 at 4% or $250,317 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$4,051,037$60,076$30,038iApproximate average salary by contribution assumption: employee only about $750,950 at 4% or $500,633 at 6%; with 50% employer match about $500,633 at 4% or $333,756 at 6%; with 100% employer match about $375,475 at 4% or $250,317 at 6%.
201712$4,249,570$58,451$29,226iApproximate average salary by contribution assumption: employee only about $730,638 at 4% or $487,092 at 6%; with 50% employer match about $487,092 at 4% or $324,728 at 6%; with 100% employer match about $365,319 at 4% or $243,546 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$4,249,570$58,451$29,226iApproximate average salary by contribution assumption: employee only about $730,638 at 4% or $487,092 at 6%; with 50% employer match about $487,092 at 4% or $324,728 at 6%; with 100% employer match about $365,319 at 4% or $243,546 at 6%.
201612$3,888,370$56,315$28,158iApproximate average salary by contribution assumption: employee only about $703,938 at 4% or $469,292 at 6%; with 50% employer match about $469,292 at 4% or $312,861 at 6%; with 100% employer match about $351,969 at 4% or $234,646 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$3,888,370$56,315$28,158iApproximate average salary by contribution assumption: employee only about $703,938 at 4% or $469,292 at 6%; with 50% employer match about $469,292 at 4% or $312,861 at 6%; with 100% employer match about $351,969 at 4% or $234,646 at 6%.
201512$3,451,879$55,556$27,778iApproximate average salary by contribution assumption: employee only about $694,450 at 4% or $462,967 at 6%; with 50% employer match about $462,967 at 4% or $308,644 at 6%; with 100% employer match about $347,225 at 4% or $231,483 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$3,451,879$55,556$27,778iApproximate average salary by contribution assumption: employee only about $694,450 at 4% or $462,967 at 6%; with 50% employer match about $462,967 at 4% or $308,644 at 6%; with 100% employer match about $347,225 at 4% or $231,483 at 6%.
201412$3,510,609$54,131$27,066iApproximate average salary by contribution assumption: employee only about $676,638 at 4% or $451,092 at 6%; with 50% employer match about $451,092 at 4% or $300,728 at 6%; with 100% employer match about $338,319 at 4% or $225,546 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$3,510,609$54,131$27,066iApproximate average salary by contribution assumption: employee only about $676,638 at 4% or $451,092 at 6%; with 50% employer match about $451,092 at 4% or $300,728 at 6%; with 100% employer match about $338,319 at 4% or $225,546 at 6%.
201312$3,103,633$53,105$26,553iApproximate average salary by contribution assumption: employee only about $663,813 at 4% or $442,542 at 6%; with 50% employer match about $442,542 at 4% or $295,028 at 6%; with 100% employer match about $331,906 at 4% or $221,271 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$3,103,633$53,105$26,553iApproximate average salary by contribution assumption: employee only about $663,813 at 4% or $442,542 at 6%; with 50% employer match about $442,542 at 4% or $295,028 at 6%; with 100% employer match about $331,906 at 4% or $221,271 at 6%.
201212$2,440,319$51,783$25,892iApproximate average salary by contribution assumption: employee only about $647,288 at 4% or $431,525 at 6%; with 50% employer match about $431,525 at 4% or $287,683 at 6%; with 100% employer match about $323,644 at 4% or $215,763 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$2,440,319$51,783$25,892iApproximate average salary by contribution assumption: employee only about $647,288 at 4% or $431,525 at 6%; with 50% employer match about $431,525 at 4% or $287,683 at 6%; with 100% employer match about $323,644 at 4% or $215,763 at 6%.
201112$2,183,187$50,817$25,409iApproximate average salary by contribution assumption: employee only about $635,213 at 4% or $423,475 at 6%; with 50% employer match about $423,475 at 4% or $282,317 at 6%; with 100% employer match about $317,606 at 4% or $211,738 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$2,183,187$50,817$25,409iApproximate average salary by contribution assumption: employee only about $635,213 at 4% or $423,475 at 6%; with 50% employer match about $423,475 at 4% or $282,317 at 6%; with 100% employer match about $317,606 at 4% or $211,738 at 6%.
201012$2,120,516$50,697$25,349iApproximate average salary by contribution assumption: employee only about $633,713 at 4% or $422,475 at 6%; with 50% employer match about $422,475 at 4% or $281,650 at 6%; with 100% employer match about $316,856 at 4% or $211,238 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$2,120,516$50,697$25,349iApproximate average salary by contribution assumption: employee only about $633,713 at 4% or $422,475 at 6%; with 50% employer match about $422,475 at 4% or $281,650 at 6%; with 100% employer match about $316,856 at 4% or $211,238 at 6%.
200912$1,881,896$50,664$25,332iApproximate average salary by contribution assumption: employee only about $633,300 at 4% or $422,200 at 6%; with 50% employer match about $422,200 at 4% or $281,467 at 6%; with 100% employer match about $316,650 at 4% or $211,100 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,881,896$50,664$25,332iApproximate average salary by contribution assumption: employee only about $633,300 at 4% or $422,200 at 6%; with 50% employer match about $422,200 at 4% or $281,467 at 6%; with 100% employer match about $316,650 at 4% or $211,100 at 6%.
200812$1,553,821$47,664$23,832iApproximate average salary by contribution assumption: employee only about $595,800 at 4% or $397,200 at 6%; with 50% employer match about $397,200 at 4% or $264,800 at 6%; with 100% employer match about $297,900 at 4% or $198,600 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,553,821$47,664$23,832iApproximate average salary by contribution assumption: employee only about $595,800 at 4% or $397,200 at 6%; with 50% employer match about $397,200 at 4% or $264,800 at 6%; with 100% employer match about $297,900 at 4% or $198,600 at 6%.
200712$1,919,489$46,664$23,332iApproximate average salary by contribution assumption: employee only about $583,300 at 4% or $388,867 at 6%; with 50% employer match about $388,867 at 4% or $259,244 at 6%; with 100% employer match about $291,650 at 4% or $194,433 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,919,489$46,664$23,332iApproximate average salary by contribution assumption: employee only about $583,300 at 4% or $388,867 at 6%; with 50% employer match about $388,867 at 4% or $259,244 at 6%; with 100% employer match about $291,650 at 4% or $194,433 at 6%.
200612$1,679,732$45,664$22,832iApproximate average salary by contribution assumption: employee only about $570,800 at 4% or $380,533 at 6%; with 50% employer match about $380,533 at 4% or $253,689 at 6%; with 100% employer match about $285,400 at 4% or $190,267 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,679,732$45,664$22,832iApproximate average salary by contribution assumption: employee only about $570,800 at 4% or $380,533 at 6%; with 50% employer match about $380,533 at 4% or $253,689 at 6%; with 100% employer match about $285,400 at 4% or $190,267 at 6%.
200512$1,436,614$43,613$21,807iApproximate average salary by contribution assumption: employee only about $545,163 at 4% or $363,442 at 6%; with 50% employer match about $363,442 at 4% or $242,294 at 6%; with 100% employer match about $272,581 at 4% or $181,721 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,436,614$43,613$21,807iApproximate average salary by contribution assumption: employee only about $545,163 at 4% or $363,442 at 6%; with 50% employer match about $363,442 at 4% or $242,294 at 6%; with 100% employer match about $272,581 at 4% or $181,721 at 6%.
200412$1,340,015$42,541$21,271iApproximate average salary by contribution assumption: employee only about $531,763 at 4% or $354,508 at 6%; with 50% employer match about $354,508 at 4% or $236,339 at 6%; with 100% employer match about $265,881 at 4% or $177,254 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,340,015$42,541$21,271iApproximate average salary by contribution assumption: employee only about $531,763 at 4% or $354,508 at 6%; with 50% employer match about $354,508 at 4% or $236,339 at 6%; with 100% employer match about $265,881 at 4% or $177,254 at 6%.
200312$1,207,600$41,481$20,741iApproximate average salary by contribution assumption: employee only about $518,513 at 4% or $345,675 at 6%; with 50% employer match about $345,675 at 4% or $230,450 at 6%; with 100% employer match about $259,256 at 4% or $172,838 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,207,600$41,481$20,741iApproximate average salary by contribution assumption: employee only about $518,513 at 4% or $345,675 at 6%; with 50% employer match about $345,675 at 4% or $230,450 at 6%; with 100% employer match about $259,256 at 4% or $172,838 at 6%.
200212$987,016$41,481$20,741iApproximate average salary by contribution assumption: employee only about $518,513 at 4% or $345,675 at 6%; with 50% employer match about $345,675 at 4% or $230,450 at 6%; with 100% employer match about $259,256 at 4% or $172,838 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$987,016$41,481$20,741iApproximate average salary by contribution assumption: employee only about $518,513 at 4% or $345,675 at 6%; with 50% employer match about $345,675 at 4% or $230,450 at 6%; with 100% employer match about $259,256 at 4% or $172,838 at 6%.
200112$1,033,990$136,235$68,118iApproximate average salary by contribution assumption: employee only about $1,702,938 at 4% or $1,135,292 at 6%; with 50% employer match about $1,135,292 at 4% or $756,861 at 6%; with 100% employer match about $851,469 at 4% or $567,646 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$1,033,990$136,235$68,118iApproximate average salary by contribution assumption: employee only about $1,702,938 at 4% or $1,135,292 at 6%; with 50% employer match about $1,135,292 at 4% or $756,861 at 6%; with 100% employer match about $851,469 at 4% or $567,646 at 6%.
200012$958,175$30,735$15,368iApproximate average salary by contribution assumption: employee only about $384,188 at 4% or $256,125 at 6%; with 50% employer match about $256,125 at 4% or $170,750 at 6%; with 100% employer match about $192,094 at 4% or $128,063 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$958,175$30,735$15,368iApproximate average salary by contribution assumption: employee only about $384,188 at 4% or $256,125 at 6%; with 50% employer match about $256,125 at 4% or $170,750 at 6%; with 100% employer match about $192,094 at 4% or $128,063 at 6%.
199912$951,410$29,055$14,528iApproximate average salary by contribution assumption: employee only about $363,188 at 4% or $242,125 at 6%; with 50% employer match about $242,125 at 4% or $161,417 at 6%; with 100% employer match about $181,594 at 4% or $121,063 at 6%.
Gerald T. Lee Age-Weighted Profit Sharing Plan-2$951,410$29,055$14,528iApproximate average salary by contribution assumption: employee only about $363,188 at 4% or $242,125 at 6%; with 50% employer match about $242,125 at 4% or $161,417 at 6%; with 100% employer match about $181,594 at 4% or $121,063 at 6%.