Civic Intelligence

Stephen K. Lee, M.D.

Plan context: Stephen K. Lee, M.D. 401(K) Profit Sharing Plan

EIN 11-3368484 • San Francisco, CA • 15 filings • 2 plans

1044 Taraval StSan Francisco, CA 94116-2423
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$993,564

2019 Contributions

$29,209

Historical Graphs

Total Assets Over Time

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

$1,006,053$503,027$0200520122018YearValue
$993,564Latest year 2018

Participants Over Time

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

840200520122018YearValue
5Latest year 2018

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
201910$0$0-
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-0$0$0-
201815$993,564$29,209$5,842iApproximate average salary by contribution assumption: employee only about $146,045 at 4% or $97,363 at 6%; with 50% employer match about $97,363 at 4% or $64,909 at 6%; with 100% employer match about $73,023 at 4% or $48,682 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-5$993,564$29,209$5,842iApproximate average salary by contribution assumption: employee only about $146,045 at 4% or $97,363 at 6%; with 50% employer match about $97,363 at 4% or $64,909 at 6%; with 100% employer match about $73,023 at 4% or $48,682 at 6%.
201716$1,006,053$35,707$5,951iApproximate average salary by contribution assumption: employee only about $148,779 at 4% or $99,186 at 6%; with 50% employer match about $99,186 at 4% or $66,124 at 6%; with 100% employer match about $74,390 at 4% or $49,593 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-6$1,006,053$35,707$5,951iApproximate average salary by contribution assumption: employee only about $148,779 at 4% or $99,186 at 6%; with 50% employer match about $99,186 at 4% or $66,124 at 6%; with 100% employer match about $74,390 at 4% or $49,593 at 6%.
201618$888,446$71,480$8,935iApproximate average salary by contribution assumption: employee only about $223,375 at 4% or $148,917 at 6%; with 50% employer match about $148,917 at 4% or $99,278 at 6%; with 100% employer match about $111,688 at 4% or $74,458 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-8$888,446$71,480$8,935iApproximate average salary by contribution assumption: employee only about $223,375 at 4% or $148,917 at 6%; with 50% employer match about $148,917 at 4% or $99,278 at 6%; with 100% employer match about $111,688 at 4% or $74,458 at 6%.
201518$735,925$71,810$8,976iApproximate average salary by contribution assumption: employee only about $224,406 at 4% or $149,604 at 6%; with 50% employer match about $149,604 at 4% or $99,736 at 6%; with 100% employer match about $112,203 at 4% or $74,802 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-8$735,925$71,810$8,976iApproximate average salary by contribution assumption: employee only about $224,406 at 4% or $149,604 at 6%; with 50% employer match about $149,604 at 4% or $99,736 at 6%; with 100% employer match about $112,203 at 4% or $74,802 at 6%.
201418$710,699$73,607$9,201iApproximate average salary by contribution assumption: employee only about $230,022 at 4% or $153,348 at 6%; with 50% employer match about $153,348 at 4% or $102,232 at 6%; with 100% employer match about $115,011 at 4% or $76,674 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-8$710,699$73,607$9,201iApproximate average salary by contribution assumption: employee only about $230,022 at 4% or $153,348 at 6%; with 50% employer match about $153,348 at 4% or $102,232 at 6%; with 100% employer match about $115,011 at 4% or $76,674 at 6%.
201317$650,412$71,688$10,241iApproximate average salary by contribution assumption: employee only about $256,029 at 4% or $170,686 at 6%; with 50% employer match about $170,686 at 4% or $113,790 at 6%; with 100% employer match about $128,014 at 4% or $85,343 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-7$650,412$71,688$10,241iApproximate average salary by contribution assumption: employee only about $256,029 at 4% or $170,686 at 6%; with 50% employer match about $170,686 at 4% or $113,790 at 6%; with 100% employer match about $128,014 at 4% or $85,343 at 6%.
201217$446,926$67,491$9,642iApproximate average salary by contribution assumption: employee only about $241,039 at 4% or $160,693 at 6%; with 50% employer match about $160,693 at 4% or $107,129 at 6%; with 100% employer match about $120,520 at 4% or $80,346 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-7$446,926$67,491$9,642iApproximate average salary by contribution assumption: employee only about $241,039 at 4% or $160,693 at 6%; with 50% employer match about $160,693 at 4% or $107,129 at 6%; with 100% employer match about $120,520 at 4% or $80,346 at 6%.
201117$351,432$61,056$8,722iApproximate average salary by contribution assumption: employee only about $218,057 at 4% or $145,371 at 6%; with 50% employer match about $145,371 at 4% or $96,914 at 6%; with 100% employer match about $109,029 at 4% or $72,686 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-7$351,432$61,056$8,722iApproximate average salary by contribution assumption: employee only about $218,057 at 4% or $145,371 at 6%; with 50% employer match about $145,371 at 4% or $96,914 at 6%; with 100% employer match about $109,029 at 4% or $72,686 at 6%.
201018$338,006$61,219$7,652iApproximate average salary by contribution assumption: employee only about $191,309 at 4% or $127,540 at 6%; with 50% employer match about $127,540 at 4% or $85,026 at 6%; with 100% employer match about $95,655 at 4% or $63,770 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-8$338,006$61,219$7,652iApproximate average salary by contribution assumption: employee only about $191,309 at 4% or $127,540 at 6%; with 50% employer match about $127,540 at 4% or $85,026 at 6%; with 100% employer match about $95,655 at 4% or $63,770 at 6%.
200910$252,025$58,334-
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-0$252,025$58,334-
200815$144,200$52,449$10,490iApproximate average salary by contribution assumption: employee only about $262,245 at 4% or $174,830 at 6%; with 50% employer match about $174,830 at 4% or $116,553 at 6%; with 100% employer match about $131,123 at 4% or $87,415 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-5$144,200$52,449$10,490iApproximate average salary by contribution assumption: employee only about $262,245 at 4% or $174,830 at 6%; with 50% employer match about $174,830 at 4% or $116,553 at 6%; with 100% employer match about $131,123 at 4% or $87,415 at 6%.
200715$148,197$52,066$10,413iApproximate average salary by contribution assumption: employee only about $260,330 at 4% or $173,553 at 6%; with 50% employer match about $173,553 at 4% or $115,702 at 6%; with 100% employer match about $130,165 at 4% or $86,777 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-5$148,197$52,066$10,413iApproximate average salary by contribution assumption: employee only about $260,330 at 4% or $173,553 at 6%; with 50% employer match about $173,553 at 4% or $115,702 at 6%; with 100% employer match about $130,165 at 4% or $86,777 at 6%.
200615$97,381$50,236$10,047iApproximate average salary by contribution assumption: employee only about $251,180 at 4% or $167,453 at 6%; with 50% employer match about $167,453 at 4% or $111,636 at 6%; with 100% employer match about $125,590 at 4% or $83,727 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-5$97,381$50,236$10,047iApproximate average salary by contribution assumption: employee only about $251,180 at 4% or $167,453 at 6%; with 50% employer match about $167,453 at 4% or $111,636 at 6%; with 100% employer match about $125,590 at 4% or $83,727 at 6%.
200514$46,783$46,783$11,696iApproximate average salary by contribution assumption: employee only about $292,394 at 4% or $194,929 at 6%; with 50% employer match about $194,929 at 4% or $129,953 at 6%; with 100% employer match about $146,197 at 4% or $97,465 at 6%.
Stephen K. Lee, M.D. 401(K) Profit Sharing Plan-4$46,783$46,783$11,696iApproximate average salary by contribution assumption: employee only about $292,394 at 4% or $194,929 at 6%; with 50% employer match about $194,929 at 4% or $129,953 at 6%; with 100% employer match about $146,197 at 4% or $97,465 at 6%.