Civic Intelligence

Lee & Associates Inc.

Plan context: Lee & Associates Inc. 401(K) Profit Sharing Plan

EIN 99-0320995 • Honolulu, HI • 19 filings • 2 plans

1314 South King St., Suite 1450Honolulu, HI 96814
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,126,968

2024 Contributions

$8,273

Historical Graphs

Total Assets Over Time

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

$1,139,930$569,965$0200620162024YearValue
$1,126,968Latest year 2024

Participants Over Time

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

630200620152024YearValue
2Latest 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
202412$1,126,968$8,273$4,137iApproximate average salary by contribution assumption: employee only about $103,413 at 4% or $68,942 at 6%; with 50% employer match about $68,942 at 4% or $45,961 at 6%; with 100% employer match about $51,706 at 4% or $34,471 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$1,126,968$8,273$4,137iApproximate average salary by contribution assumption: employee only about $103,413 at 4% or $68,942 at 6%; with 50% employer match about $68,942 at 4% or $45,961 at 6%; with 100% employer match about $51,706 at 4% or $34,471 at 6%.
202312$1,139,930$87,054$43,527iApproximate average salary by contribution assumption: employee only about $1,088,175 at 4% or $725,450 at 6%; with 50% employer match about $725,450 at 4% or $483,633 at 6%; with 100% employer match about $544,088 at 4% or $362,725 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$1,139,930$87,054$43,527iApproximate average salary by contribution assumption: employee only about $1,088,175 at 4% or $725,450 at 6%; with 50% employer match about $725,450 at 4% or $483,633 at 6%; with 100% employer match about $544,088 at 4% or $362,725 at 6%.
202212$786,400$25,692$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$786,400$25,692$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
202112$902,727$48,531$24,266iApproximate average salary by contribution assumption: employee only about $606,638 at 4% or $404,425 at 6%; with 50% employer match about $404,425 at 4% or $269,617 at 6%; with 100% employer match about $303,319 at 4% or $202,213 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$902,727$48,531$24,266iApproximate average salary by contribution assumption: employee only about $606,638 at 4% or $404,425 at 6%; with 50% employer match about $404,425 at 4% or $269,617 at 6%; with 100% employer match about $303,319 at 4% or $202,213 at 6%.
202012$809,862$26,728$13,364iApproximate average salary by contribution assumption: employee only about $334,100 at 4% or $222,733 at 6%; with 50% employer match about $222,733 at 4% or $148,489 at 6%; with 100% employer match about $167,050 at 4% or $111,367 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$809,862$26,728$13,364iApproximate average salary by contribution assumption: employee only about $334,100 at 4% or $222,733 at 6%; with 50% employer match about $222,733 at 4% or $148,489 at 6%; with 100% employer match about $167,050 at 4% or $111,367 at 6%.
201912$779,822$35,890$17,945iApproximate average salary by contribution assumption: employee only about $448,625 at 4% or $299,083 at 6%; with 50% employer match about $299,083 at 4% or $199,389 at 6%; with 100% employer match about $224,313 at 4% or $149,542 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$779,822$35,890$17,945iApproximate average salary by contribution assumption: employee only about $448,625 at 4% or $299,083 at 6%; with 50% employer match about $299,083 at 4% or $199,389 at 6%; with 100% employer match about $224,313 at 4% or $149,542 at 6%.
201812$657,568$36,548$18,274iApproximate average salary by contribution assumption: employee only about $456,850 at 4% or $304,567 at 6%; with 50% employer match about $304,567 at 4% or $203,044 at 6%; with 100% employer match about $228,425 at 4% or $152,283 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$657,568$36,548$18,274iApproximate average salary by contribution assumption: employee only about $456,850 at 4% or $304,567 at 6%; with 50% employer match about $304,567 at 4% or $203,044 at 6%; with 100% employer match about $228,425 at 4% or $152,283 at 6%.
201712$689,148$40,628$20,314iApproximate average salary by contribution assumption: employee only about $507,850 at 4% or $338,567 at 6%; with 50% employer match about $338,567 at 4% or $225,711 at 6%; with 100% employer match about $253,925 at 4% or $169,283 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$689,148$40,628$20,314iApproximate average salary by contribution assumption: employee only about $507,850 at 4% or $338,567 at 6%; with 50% employer match about $338,567 at 4% or $225,711 at 6%; with 100% employer match about $253,925 at 4% or $169,283 at 6%.
201612$611,729$58,919$29,460iApproximate average salary by contribution assumption: employee only about $736,488 at 4% or $490,992 at 6%; with 50% employer match about $490,992 at 4% or $327,328 at 6%; with 100% employer match about $368,244 at 4% or $245,496 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$611,729$58,919$29,460iApproximate average salary by contribution assumption: employee only about $736,488 at 4% or $490,992 at 6%; with 50% employer match about $490,992 at 4% or $327,328 at 6%; with 100% employer match about $368,244 at 4% or $245,496 at 6%.
201512$562,235$64,797$32,399iApproximate average salary by contribution assumption: employee only about $809,963 at 4% or $539,975 at 6%; with 50% employer match about $539,975 at 4% or $359,983 at 6%; with 100% employer match about $404,981 at 4% or $269,988 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$562,235$64,797$32,399iApproximate average salary by contribution assumption: employee only about $809,963 at 4% or $539,975 at 6%; with 50% employer match about $539,975 at 4% or $359,983 at 6%; with 100% employer match about $404,981 at 4% or $269,988 at 6%.
201412$521,998$68,003$34,002iApproximate average salary by contribution assumption: employee only about $850,038 at 4% or $566,692 at 6%; with 50% employer match about $566,692 at 4% or $377,794 at 6%; with 100% employer match about $425,019 at 4% or $283,346 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$521,998$68,003$34,002iApproximate average salary by contribution assumption: employee only about $850,038 at 4% or $566,692 at 6%; with 50% employer match about $566,692 at 4% or $377,794 at 6%; with 100% employer match about $425,019 at 4% or $283,346 at 6%.
201312$440,696$66,347$33,174iApproximate average salary by contribution assumption: employee only about $829,338 at 4% or $552,892 at 6%; with 50% employer match about $552,892 at 4% or $368,594 at 6%; with 100% employer match about $414,669 at 4% or $276,446 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$440,696$66,347$33,174iApproximate average salary by contribution assumption: employee only about $829,338 at 4% or $552,892 at 6%; with 50% employer match about $552,892 at 4% or $368,594 at 6%; with 100% employer match about $414,669 at 4% or $276,446 at 6%.
201212$330,246$45,500$22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$330,246$45,500$22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%.
201112$257,012$38,801$19,401iApproximate average salary by contribution assumption: employee only about $485,013 at 4% or $323,342 at 6%; with 50% employer match about $323,342 at 4% or $215,561 at 6%; with 100% employer match about $242,506 at 4% or $161,671 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$257,012$38,801$19,401iApproximate average salary by contribution assumption: employee only about $485,013 at 4% or $323,342 at 6%; with 50% employer match about $323,342 at 4% or $215,561 at 6%; with 100% employer match about $242,506 at 4% or $161,671 at 6%.
201012$219,420$62,114$31,057iApproximate average salary by contribution assumption: employee only about $776,425 at 4% or $517,617 at 6%; with 50% employer match about $517,617 at 4% or $345,078 at 6%; with 100% employer match about $388,213 at 4% or $258,808 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-2$219,420$62,114$31,057iApproximate average salary by contribution assumption: employee only about $776,425 at 4% or $517,617 at 6%; with 50% employer match about $517,617 at 4% or $345,078 at 6%; with 100% employer match about $388,213 at 4% or $258,808 at 6%.
200913$143,860$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-3$143,860$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.
200813$0$0-
Lee & Associates Inc. 401(K) Profit Sharing Plan-3---
200716$0$0-
Lee & Associates Inc. 401(K) Profit Sharing Plan-6---
200615$78,867$78,646$15,729iApproximate average salary by contribution assumption: employee only about $393,230 at 4% or $262,153 at 6%; with 50% employer match about $262,153 at 4% or $174,769 at 6%; with 100% employer match about $196,615 at 4% or $131,077 at 6%.
Lee & Associates Inc. 401(K) Profit Sharing Plan-5$78,867$78,646$15,729iApproximate average salary by contribution assumption: employee only about $393,230 at 4% or $262,153 at 6%; with 50% employer match about $262,153 at 4% or $174,769 at 6%; with 100% employer match about $196,615 at 4% or $131,077 at 6%.