Civic Intelligence

Walter J. Lee, M.D. PC.

Plan context: Walter J. Lee, M.D. PC. Profit Sharing Plan

EIN 04-3276211 • Newton, MA • 28 filings • 2 plans

436 Dudley RoadNewton, MA 02459
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$143,415

2022 Contributions

$25,146

Historical Graphs

Total Assets Over Time

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

$3,434,356$1,717,178$0199920112021YearValue
$143,415Latest year 2021

Participants Over Time

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

530199920102021YearValue
2Latest year 2021

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
202210$0$0-
Walter J. Lee, M.D. PC. Profit Sharing Plan-0$0$0-
202112$143,415$0-
Walter J. Lee, M.D. PC. Profit Sharing Plan-2$143,415$0-
202014$176,601$0-
Walter J. Lee, M.D. PC. Profit Sharing Plan-4$176,601$0-
201914$3,434,356$0-
Walter J. Lee, M.D. PC. Profit Sharing Plan-4$3,434,356$0-
201814$2,922,504$25,146$6,287iApproximate average salary by contribution assumption: employee only about $157,163 at 4% or $104,775 at 6%; with 50% employer match about $104,775 at 4% or $69,850 at 6%; with 100% employer match about $78,581 at 4% or $52,388 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-4$2,922,504$25,146$6,287iApproximate average salary by contribution assumption: employee only about $157,163 at 4% or $104,775 at 6%; with 50% employer match about $104,775 at 4% or $69,850 at 6%; with 100% employer match about $78,581 at 4% or $52,388 at 6%.
201714$3,119,365$67,000$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-4$3,119,365$67,000$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
201615$2,632,410$61,964$12,393iApproximate average salary by contribution assumption: employee only about $309,820 at 4% or $206,547 at 6%; with 50% employer match about $206,547 at 4% or $137,698 at 6%; with 100% employer match about $154,910 at 4% or $103,273 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-5$2,632,410$61,964$12,393iApproximate average salary by contribution assumption: employee only about $309,820 at 4% or $206,547 at 6%; with 50% employer match about $206,547 at 4% or $137,698 at 6%; with 100% employer match about $154,910 at 4% or $103,273 at 6%.
201515$2,520,231$0-
Walter J. Lee, M.D. PC. Profit Sharing Plan-5$2,520,231--
201414$2,617,172$53,848$13,462iApproximate average salary by contribution assumption: employee only about $336,550 at 4% or $224,367 at 6%; with 50% employer match about $224,367 at 4% or $149,578 at 6%; with 100% employer match about $168,275 at 4% or $112,183 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-4$2,617,172$53,848$13,462iApproximate average salary by contribution assumption: employee only about $336,550 at 4% or $224,367 at 6%; with 50% employer match about $224,367 at 4% or $149,578 at 6%; with 100% employer match about $168,275 at 4% or $112,183 at 6%.
201315$2,495,013$56,432$11,286iApproximate average salary by contribution assumption: employee only about $282,160 at 4% or $188,107 at 6%; with 50% employer match about $188,107 at 4% or $125,404 at 6%; with 100% employer match about $141,080 at 4% or $94,053 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-5$2,495,013$56,432$11,286iApproximate average salary by contribution assumption: employee only about $282,160 at 4% or $188,107 at 6%; with 50% employer match about $188,107 at 4% or $125,404 at 6%; with 100% employer match about $141,080 at 4% or $94,053 at 6%.
201214$2,104,438$56,125$14,031iApproximate average salary by contribution assumption: employee only about $350,781 at 4% or $233,854 at 6%; with 50% employer match about $233,854 at 4% or $155,903 at 6%; with 100% employer match about $175,391 at 4% or $116,927 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-4$2,104,438$56,125$14,031iApproximate average salary by contribution assumption: employee only about $350,781 at 4% or $233,854 at 6%; with 50% employer match about $233,854 at 4% or $155,903 at 6%; with 100% employer match about $175,391 at 4% or $116,927 at 6%.
201113$1,880,129$53,681$17,894iApproximate average salary by contribution assumption: employee only about $447,342 at 4% or $298,228 at 6%; with 50% employer match about $298,228 at 4% or $198,819 at 6%; with 100% employer match about $223,671 at 4% or $149,114 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-3$1,880,129$53,681$17,894iApproximate average salary by contribution assumption: employee only about $447,342 at 4% or $298,228 at 6%; with 50% employer match about $298,228 at 4% or $198,819 at 6%; with 100% employer match about $223,671 at 4% or $149,114 at 6%.
201013$1,894,339$52,863$17,621iApproximate average salary by contribution assumption: employee only about $440,525 at 4% or $293,683 at 6%; with 50% employer match about $293,683 at 4% or $195,789 at 6%; with 100% employer match about $220,263 at 4% or $146,842 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-3$1,894,339$52,863$17,621iApproximate average salary by contribution assumption: employee only about $440,525 at 4% or $293,683 at 6%; with 50% employer match about $293,683 at 4% or $195,789 at 6%; with 100% employer match about $220,263 at 4% or $146,842 at 6%.
200913$1,580,253$53,053$17,684iApproximate average salary by contribution assumption: employee only about $442,108 at 4% or $294,739 at 6%; with 50% employer match about $294,739 at 4% or $196,493 at 6%; with 100% employer match about $221,054 at 4% or $147,369 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-3$1,580,253$53,053$17,684iApproximate average salary by contribution assumption: employee only about $442,108 at 4% or $294,739 at 6%; with 50% employer match about $294,739 at 4% or $196,493 at 6%; with 100% employer match about $221,054 at 4% or $147,369 at 6%.
200813$1,318,598$50,156$16,719iApproximate average salary by contribution assumption: employee only about $417,967 at 4% or $278,644 at 6%; with 50% employer match about $278,644 at 4% or $185,763 at 6%; with 100% employer match about $208,983 at 4% or $139,322 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-3$1,318,598$50,156$16,719iApproximate average salary by contribution assumption: employee only about $417,967 at 4% or $278,644 at 6%; with 50% employer match about $278,644 at 4% or $185,763 at 6%; with 100% employer match about $208,983 at 4% or $139,322 at 6%.
200712$0$0-
Walter J. Lee, M.D. PC. Profit Sharing Plan-2---
200612$1,436,513$45,637$22,819iApproximate average salary by contribution assumption: employee only about $570,463 at 4% or $380,308 at 6%; with 50% employer match about $380,308 at 4% or $253,539 at 6%; with 100% employer match about $285,231 at 4% or $190,154 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-2$1,436,513$45,637$22,819iApproximate average salary by contribution assumption: employee only about $570,463 at 4% or $380,308 at 6%; with 50% employer match about $380,308 at 4% or $253,539 at 6%; with 100% employer match about $285,231 at 4% or $190,154 at 6%.
200512$1,213,586$43,812$21,906iApproximate average salary by contribution assumption: employee only about $547,650 at 4% or $365,100 at 6%; with 50% employer match about $365,100 at 4% or $243,400 at 6%; with 100% employer match about $273,825 at 4% or $182,550 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-2$1,213,586$43,812$21,906iApproximate average salary by contribution assumption: employee only about $547,650 at 4% or $365,100 at 6%; with 50% employer match about $365,100 at 4% or $243,400 at 6%; with 100% employer match about $273,825 at 4% or $182,550 at 6%.
200413$1,052,965$42,770$14,257iApproximate average salary by contribution assumption: employee only about $356,417 at 4% or $237,611 at 6%; with 50% employer match about $237,611 at 4% or $158,407 at 6%; with 100% employer match about $178,208 at 4% or $118,806 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-3$1,052,965$42,770$14,257iApproximate average salary by contribution assumption: employee only about $356,417 at 4% or $237,611 at 6%; with 50% employer match about $237,611 at 4% or $158,407 at 6%; with 100% employer match about $178,208 at 4% or $118,806 at 6%.
200313$935,365$41,932$13,977iApproximate average salary by contribution assumption: employee only about $349,433 at 4% or $232,956 at 6%; with 50% employer match about $232,956 at 4% or $155,304 at 6%; with 100% employer match about $174,717 at 4% or $116,478 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-3$935,365$41,932$13,977iApproximate average salary by contribution assumption: employee only about $349,433 at 4% or $232,956 at 6%; with 50% employer match about $232,956 at 4% or $155,304 at 6%; with 100% employer match about $174,717 at 4% or $116,478 at 6%.
200222$768,662$41,421$20,711iApproximate average salary by contribution assumption: employee only about $517,763 at 4% or $345,175 at 6%; with 50% employer match about $345,175 at 4% or $230,117 at 6%; with 100% employer match about $258,881 at 4% or $172,588 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-2$768,662$41,421$20,711iApproximate average salary by contribution assumption: employee only about $517,763 at 4% or $345,175 at 6%; with 50% employer match about $345,175 at 4% or $230,117 at 6%; with 100% employer match about $258,881 at 4% or $172,588 at 6%.
Walter J. Lee, M.D. PC. Money Purchase Pension Plan-0---
200122$0$0-
Walter J. Lee, M.D. PC. Money Purchase Pension Plan-2---
Walter J. Lee, M.D. PC. Profit Sharing Plan-2---
200022$733,624$33,943$16,972iApproximate average salary by contribution assumption: employee only about $424,288 at 4% or $282,858 at 6%; with 50% employer match about $282,858 at 4% or $188,572 at 6%; with 100% employer match about $212,144 at 4% or $141,429 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-2$669,600$24,053$12,027iApproximate average salary by contribution assumption: employee only about $300,663 at 4% or $200,442 at 6%; with 50% employer match about $200,442 at 4% or $133,628 at 6%; with 100% employer match about $150,331 at 4% or $100,221 at 6%.
Walter J. Lee, M.D. PC. Money Purchase Pension Plan-2$64,024$9,890$4,945iApproximate average salary by contribution assumption: employee only about $123,625 at 4% or $82,417 at 6%; with 50% employer match about $82,417 at 4% or $54,944 at 6%; with 100% employer match about $61,813 at 4% or $41,208 at 6%.
199922$749,966$34,275$17,138iApproximate average salary by contribution assumption: employee only about $428,438 at 4% or $285,625 at 6%; with 50% employer match about $285,625 at 4% or $190,417 at 6%; with 100% employer match about $214,219 at 4% or $142,813 at 6%.
Walter J. Lee, M.D. PC. Profit Sharing Plan-2$680,984$24,908$12,454iApproximate average salary by contribution assumption: employee only about $311,350 at 4% or $207,567 at 6%; with 50% employer match about $207,567 at 4% or $138,378 at 6%; with 100% employer match about $155,675 at 4% or $103,783 at 6%.
Walter J. Lee, M.D. PC. Money Purchase Pension Plan-2$68,982$9,367$4,684iApproximate average salary by contribution assumption: employee only about $117,088 at 4% or $78,058 at 6%; with 50% employer match about $78,058 at 4% or $52,039 at 6%; with 100% employer match about $58,544 at 4% or $39,029 at 6%.