Civic Intelligence

Lee Financial Group Inc.

Plan context: Lee Financial Group Inc. 401(K) Profit Sharing Plan

EIN 99-0263125 • Honolulu, HI • 23 filings • 4 plans

3113 Olu StHonolulu, HI 96816-1425
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,975,385

2024 Contributions

$221,988

Historical Graphs

Total Assets Over Time

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

$4,222,746$2,111,373$0200220132023YearValue
$3,975,385Latest year 2023

Participants Over Time

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

19100200220132023YearValue
12Latest 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$221,988-
Lee Financial Group Inc. 401(K) Profit Sharing Plan-0$0$221,988-
2023112$3,975,385$503,459$41,955iApproximate average salary by contribution assumption: employee only about $1,048,873 at 4% or $699,249 at 6%; with 50% employer match about $699,249 at 4% or $466,166 at 6%; with 100% employer match about $524,436 at 4% or $349,624 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-12$3,975,385$503,459$41,955iApproximate average salary by contribution assumption: employee only about $1,048,873 at 4% or $699,249 at 6%; with 50% employer match about $699,249 at 4% or $466,166 at 6%; with 100% employer match about $524,436 at 4% or $349,624 at 6%.
2022112$3,262,034$302,928$25,244iApproximate average salary by contribution assumption: employee only about $631,100 at 4% or $420,733 at 6%; with 50% employer match about $420,733 at 4% or $280,489 at 6%; with 100% employer match about $315,550 at 4% or $210,367 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-12$3,262,034$302,928$25,244iApproximate average salary by contribution assumption: employee only about $631,100 at 4% or $420,733 at 6%; with 50% employer match about $420,733 at 4% or $280,489 at 6%; with 100% employer match about $315,550 at 4% or $210,367 at 6%.
2021112$3,505,040$245,400$20,450iApproximate average salary by contribution assumption: employee only about $511,250 at 4% or $340,833 at 6%; with 50% employer match about $340,833 at 4% or $227,222 at 6%; with 100% employer match about $255,625 at 4% or $170,417 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-12$3,505,040$245,400$20,450iApproximate average salary by contribution assumption: employee only about $511,250 at 4% or $340,833 at 6%; with 50% employer match about $340,833 at 4% or $227,222 at 6%; with 100% employer match about $255,625 at 4% or $170,417 at 6%.
2020115$4,222,746$279,291$18,619iApproximate average salary by contribution assumption: employee only about $465,485 at 4% or $310,323 at 6%; with 50% employer match about $310,323 at 4% or $206,882 at 6%; with 100% employer match about $232,743 at 4% or $155,162 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-15$4,222,746$279,291$18,619iApproximate average salary by contribution assumption: employee only about $465,485 at 4% or $310,323 at 6%; with 50% employer match about $310,323 at 4% or $206,882 at 6%; with 100% employer match about $232,743 at 4% or $155,162 at 6%.
2019113$3,338,907$277,640$21,357iApproximate average salary by contribution assumption: employee only about $533,923 at 4% or $355,949 at 6%; with 50% employer match about $355,949 at 4% or $237,299 at 6%; with 100% employer match about $266,962 at 4% or $177,974 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-13$3,338,907$277,640$21,357iApproximate average salary by contribution assumption: employee only about $533,923 at 4% or $355,949 at 6%; with 50% employer match about $355,949 at 4% or $237,299 at 6%; with 100% employer match about $266,962 at 4% or $177,974 at 6%.
2018114$2,722,589$293,491$20,964iApproximate average salary by contribution assumption: employee only about $524,091 at 4% or $349,394 at 6%; with 50% employer match about $349,394 at 4% or $232,929 at 6%; with 100% employer match about $262,046 at 4% or $174,697 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-14$2,722,589$293,491$20,964iApproximate average salary by contribution assumption: employee only about $524,091 at 4% or $349,394 at 6%; with 50% employer match about $349,394 at 4% or $232,929 at 6%; with 100% employer match about $262,046 at 4% or $174,697 at 6%.
2017114$3,549,454$293,929$20,995iApproximate average salary by contribution assumption: employee only about $524,873 at 4% or $349,915 at 6%; with 50% employer match about $349,915 at 4% or $233,277 at 6%; with 100% employer match about $262,437 at 4% or $174,958 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-14$3,549,454$293,929$20,995iApproximate average salary by contribution assumption: employee only about $524,873 at 4% or $349,915 at 6%; with 50% employer match about $349,915 at 4% or $233,277 at 6%; with 100% employer match about $262,437 at 4% or $174,958 at 6%.
2016116$2,902,676$274,450$17,153iApproximate average salary by contribution assumption: employee only about $428,828 at 4% or $285,885 at 6%; with 50% employer match about $285,885 at 4% or $190,590 at 6%; with 100% employer match about $214,414 at 4% or $142,943 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-16$2,902,676$274,450$17,153iApproximate average salary by contribution assumption: employee only about $428,828 at 4% or $285,885 at 6%; with 50% employer match about $285,885 at 4% or $190,590 at 6%; with 100% employer match about $214,414 at 4% or $142,943 at 6%.
2015116$2,542,489$197,575$12,348iApproximate average salary by contribution assumption: employee only about $308,711 at 4% or $205,807 at 6%; with 50% employer match about $205,807 at 4% or $137,205 at 6%; with 100% employer match about $154,355 at 4% or $102,904 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-16$2,542,489$197,575$12,348iApproximate average salary by contribution assumption: employee only about $308,711 at 4% or $205,807 at 6%; with 50% employer match about $205,807 at 4% or $137,205 at 6%; with 100% employer match about $154,355 at 4% or $102,904 at 6%.
2014119$2,665,380$162,919$8,575iApproximate average salary by contribution assumption: employee only about $214,367 at 4% or $142,911 at 6%; with 50% employer match about $142,911 at 4% or $95,274 at 6%; with 100% employer match about $107,184 at 4% or $71,456 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-19$2,665,380$162,919$8,575iApproximate average salary by contribution assumption: employee only about $214,367 at 4% or $142,911 at 6%; with 50% employer match about $142,911 at 4% or $95,274 at 6%; with 100% employer match about $107,184 at 4% or $71,456 at 6%.
2013117$2,459,770$174,700$10,276iApproximate average salary by contribution assumption: employee only about $256,912 at 4% or $171,275 at 6%; with 50% employer match about $171,275 at 4% or $114,183 at 6%; with 100% employer match about $128,456 at 4% or $85,637 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-17$2,459,770$174,700$10,276iApproximate average salary by contribution assumption: employee only about $256,912 at 4% or $171,275 at 6%; with 50% employer match about $171,275 at 4% or $114,183 at 6%; with 100% employer match about $128,456 at 4% or $85,637 at 6%.
2012116$2,076,809$174,652$10,916iApproximate average salary by contribution assumption: employee only about $272,894 at 4% or $181,929 at 6%; with 50% employer match about $181,929 at 4% or $121,286 at 6%; with 100% employer match about $136,447 at 4% or $90,965 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-16$2,076,809$174,652$10,916iApproximate average salary by contribution assumption: employee only about $272,894 at 4% or $181,929 at 6%; with 50% employer match about $181,929 at 4% or $121,286 at 6%; with 100% employer match about $136,447 at 4% or $90,965 at 6%.
2011116$2,016,212$170,515$10,657iApproximate average salary by contribution assumption: employee only about $266,430 at 4% or $177,620 at 6%; with 50% employer match about $177,620 at 4% or $118,413 at 6%; with 100% employer match about $133,215 at 4% or $88,810 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-16$2,016,212$170,515$10,657iApproximate average salary by contribution assumption: employee only about $266,430 at 4% or $177,620 at 6%; with 50% employer match about $177,620 at 4% or $118,413 at 6%; with 100% employer match about $133,215 at 4% or $88,810 at 6%.
2010119$1,781,699$179,742$9,460iApproximate average salary by contribution assumption: employee only about $236,503 at 4% or $157,668 at 6%; with 50% employer match about $157,668 at 4% or $105,112 at 6%; with 100% employer match about $118,251 at 4% or $78,834 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-19$1,781,699$179,742$9,460iApproximate average salary by contribution assumption: employee only about $236,503 at 4% or $157,668 at 6%; with 50% employer match about $157,668 at 4% or $105,112 at 6%; with 100% employer match about $118,251 at 4% or $78,834 at 6%.
2009118$1,596,853$194,454$10,803iApproximate average salary by contribution assumption: employee only about $270,075 at 4% or $180,050 at 6%; with 50% employer match about $180,050 at 4% or $120,033 at 6%; with 100% employer match about $135,038 at 4% or $90,025 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-18$1,596,853$194,454$10,803iApproximate average salary by contribution assumption: employee only about $270,075 at 4% or $180,050 at 6%; with 50% employer match about $180,050 at 4% or $120,033 at 6%; with 100% employer match about $135,038 at 4% or $90,025 at 6%.
2008116$1,321,505$224,410$14,026iApproximate average salary by contribution assumption: employee only about $350,641 at 4% or $233,760 at 6%; with 50% employer match about $233,760 at 4% or $155,840 at 6%; with 100% employer match about $175,320 at 4% or $116,880 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-16$1,321,505$224,410$14,026iApproximate average salary by contribution assumption: employee only about $350,641 at 4% or $233,760 at 6%; with 50% employer match about $233,760 at 4% or $155,840 at 6%; with 100% employer match about $175,320 at 4% or $116,880 at 6%.
2007115$0$0-
Lee Financial Group Inc. 401(K) Profit Sharing Plan-15---
2006115$994,834$254,455$16,964iApproximate average salary by contribution assumption: employee only about $424,092 at 4% or $282,728 at 6%; with 50% employer match about $282,728 at 4% or $188,485 at 6%; with 100% employer match about $212,046 at 4% or $141,364 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-15$994,834$254,455$16,964iApproximate average salary by contribution assumption: employee only about $424,092 at 4% or $282,728 at 6%; with 50% employer match about $282,728 at 4% or $188,485 at 6%; with 100% employer match about $212,046 at 4% or $141,364 at 6%.
2005113$702,605$136,691$10,515iApproximate average salary by contribution assumption: employee only about $262,867 at 4% or $175,245 at 6%; with 50% employer match about $175,245 at 4% or $116,830 at 6%; with 100% employer match about $131,434 at 4% or $87,622 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-13$702,605$136,691$10,515iApproximate average salary by contribution assumption: employee only about $262,867 at 4% or $175,245 at 6%; with 50% employer match about $175,245 at 4% or $116,830 at 6%; with 100% employer match about $131,434 at 4% or $87,622 at 6%.
2004110$525,033$142,891$14,289iApproximate average salary by contribution assumption: employee only about $357,228 at 4% or $238,152 at 6%; with 50% employer match about $238,152 at 4% or $158,768 at 6%; with 100% employer match about $178,614 at 4% or $119,076 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-10$525,033$142,891$14,289iApproximate average salary by contribution assumption: employee only about $357,228 at 4% or $238,152 at 6%; with 50% employer match about $238,152 at 4% or $158,768 at 6%; with 100% employer match about $178,614 at 4% or $119,076 at 6%.
2003110$362,673$139,862$13,986iApproximate average salary by contribution assumption: employee only about $349,655 at 4% or $233,103 at 6%; with 50% employer match about $233,103 at 4% or $155,402 at 6%; with 100% employer match about $174,828 at 4% or $116,552 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-10$362,673$139,862$13,986iApproximate average salary by contribution assumption: employee only about $349,655 at 4% or $233,103 at 6%; with 50% employer match about $233,103 at 4% or $155,402 at 6%; with 100% employer match about $174,828 at 4% or $116,552 at 6%.
200217$181,328$180,498$25,785iApproximate average salary by contribution assumption: employee only about $644,636 at 4% or $429,757 at 6%; with 50% employer match about $429,757 at 4% or $286,505 at 6%; with 100% employer match about $322,318 at 4% or $214,879 at 6%.
Lee Financial Group Inc. 401(K) Profit Sharing Plan-7$181,328$180,498$25,785iApproximate average salary by contribution assumption: employee only about $644,636 at 4% or $429,757 at 6%; with 50% employer match about $429,757 at 4% or $286,505 at 6%; with 100% employer match about $322,318 at 4% or $214,879 at 6%.