Yj Lee Gastroenterology PC
Plan context: YJ LEE GASTROENTEROLOGY PC CASH BALANCE PLAN
EIN 11-3789062 • Duluth, GA • 18 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$804,203
2024 Contributions
$284,232
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $804,203 | $284,232 | $31,581iApproximate average salary by contribution assumption: employee only about $789,533 at 4% or $526,356 at 6%; with 50% employer match about $526,356 at 4% or $350,904 at 6%; with 100% employer match about $394,767 at 4% or $263,178 at 6%. |
| YJ LEE GASTROENTEROLOGY PC CASH BALANCE PLAN | - | 5 | $450,330 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| YJ LEE GASTROENTEROLOGY 401(K) PLAN | - | 9 | $353,873 | $84,232 | $9,359iApproximate average salary by contribution assumption: employee only about $233,978 at 4% or $155,985 at 6%; with 50% employer match about $155,985 at 4% or $103,990 at 6%; with 100% employer match about $116,989 at 4% or $77,993 at 6%. |
| 2023 | 2 | 8 | $257,363 | $79,172 | $9,897iApproximate average salary by contribution assumption: employee only about $247,413 at 4% or $164,942 at 6%; with 50% employer match about $164,942 at 4% or $109,961 at 6%; with 100% employer match about $123,706 at 4% or $82,471 at 6%. |
| YJ LEE GASTROENTEROLOGY 401(K) PLAN | - | 8 | $257,363 | $79,172 | $9,897iApproximate average salary by contribution assumption: employee only about $247,413 at 4% or $164,942 at 6%; with 50% employer match about $164,942 at 4% or $109,961 at 6%; with 100% employer match about $123,706 at 4% or $82,471 at 6%. |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 0 | - | - | - |
| 2022 | 2 | 8 | $176,182 | $63,247 | $7,906iApproximate average salary by contribution assumption: employee only about $197,647 at 4% or $131,765 at 6%; with 50% employer match about $131,765 at 4% or $87,843 at 6%; with 100% employer match about $98,823 at 4% or $65,882 at 6%. |
| YJ LEE GASTROENTEROLOGY 401(K) PLAN | - | 8 | $176,182 | $63,247 | $7,906iApproximate average salary by contribution assumption: employee only about $197,647 at 4% or $131,765 at 6%; with 50% employer match about $131,765 at 4% or $87,843 at 6%; with 100% employer match about $98,823 at 4% or $65,882 at 6%. |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 6 | - | - | - |
| 2021 | 2 | 6 | $65,492 | $65,492 | $10,915iApproximate average salary by contribution assumption: employee only about $272,883 at 4% or $181,922 at 6%; with 50% employer match about $181,922 at 4% or $121,281 at 6%; with 100% employer match about $136,442 at 4% or $90,961 at 6%. |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 5 | $65,492 | $65,492 | $13,098iApproximate average salary by contribution assumption: employee only about $327,460 at 4% or $218,307 at 6%; with 50% employer match about $218,307 at 4% or $145,538 at 6%; with 100% employer match about $163,730 at 4% or $109,153 at 6%. |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 6 | - | - | - |
| 2020 | 1 | 6 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 6 | - | - | - |
| 2019 | 1 | 4 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 4 | - | - | - |
| 2018 | 1 | 4 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 4 | - | - | - |
| 2017 | 1 | 5 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 5 | - | - | - |
| 2016 | 1 | 3 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 3 | - | - | - |
| 2015 | 1 | 3 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 3 | - | - | - |
| 2014 | 1 | 4 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 4 | - | - | - |
| 2013 | 1 | 4 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 4 | - | - | - |
| 2012 | 1 | 4 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 4 | - | - | - |
| 2011 | 1 | 4 | $0 | $0 | - |
| Yj Lee Gastroenterology PC Defined Benefit Plan | - | 4 | - | - | - |