Civic Intelligence

Pen Fa Lee, M.D. PC.

Plan context: Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust

EIN 13-2970045 • 13 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$1,587,857

2007 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$1,903,939$951,970$0199920032006YearValue
$1,587,857Latest year 2006

Participants Over Time

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

420199920032006YearValue
3Latest year 2006

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
200710$0$0-
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-0---
200613$1,587,857$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-3$1,587,857$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200513$1,475,680$47,082$15,694iApproximate average salary by contribution assumption: employee only about $392,350 at 4% or $261,567 at 6%; with 50% employer match about $261,567 at 4% or $174,378 at 6%; with 100% employer match about $196,175 at 4% or $130,783 at 6%.
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-3$1,475,680$47,082$15,694iApproximate average salary by contribution assumption: employee only about $392,350 at 4% or $261,567 at 6%; with 50% employer match about $261,567 at 4% or $174,378 at 6%; with 100% employer match about $196,175 at 4% or $130,783 at 6%.
200413$1,423,602$40,090$13,363iApproximate average salary by contribution assumption: employee only about $334,083 at 4% or $222,722 at 6%; with 50% employer match about $222,722 at 4% or $148,481 at 6%; with 100% employer match about $167,042 at 4% or $111,361 at 6%.
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-3$1,423,602$40,090$13,363iApproximate average salary by contribution assumption: employee only about $334,083 at 4% or $222,722 at 6%; with 50% employer match about $222,722 at 4% or $148,481 at 6%; with 100% employer match about $167,042 at 4% or $111,361 at 6%.
200314$1,339,384$49,390$12,348iApproximate average salary by contribution assumption: employee only about $308,688 at 4% or $205,792 at 6%; with 50% employer match about $205,792 at 4% or $137,194 at 6%; with 100% employer match about $154,344 at 4% or $102,896 at 6%.
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4$1,339,384$49,390$12,348iApproximate average salary by contribution assumption: employee only about $308,688 at 4% or $205,792 at 6%; with 50% employer match about $205,792 at 4% or $137,194 at 6%; with 100% employer match about $154,344 at 4% or $102,896 at 6%.
200224$1,231,415$50,255$12,564iApproximate average salary by contribution assumption: employee only about $314,094 at 4% or $209,396 at 6%; with 50% employer match about $209,396 at 4% or $139,597 at 6%; with 100% employer match about $157,047 at 4% or $104,698 at 6%.
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4$1,231,415$50,255$12,564iApproximate average salary by contribution assumption: employee only about $314,094 at 4% or $209,396 at 6%; with 50% employer match about $209,396 at 4% or $139,597 at 6%; with 100% employer match about $157,047 at 4% or $104,698 at 6%.
Pension Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-0---
200124$1,440,650$43,450$10,863iApproximate average salary by contribution assumption: employee only about $271,563 at 4% or $181,042 at 6%; with 50% employer match about $181,042 at 4% or $120,694 at 6%; with 100% employer match about $135,781 at 4% or $90,521 at 6%.
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4$801,790$21,645$5,411iApproximate average salary by contribution assumption: employee only about $135,281 at 4% or $90,188 at 6%; with 50% employer match about $90,188 at 4% or $60,125 at 6%; with 100% employer match about $67,641 at 4% or $45,094 at 6%.
Pension Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4$638,860$21,805$5,451iApproximate average salary by contribution assumption: employee only about $136,281 at 4% or $90,854 at 6%; with 50% employer match about $90,854 at 4% or $60,569 at 6%; with 100% employer match about $68,141 at 4% or $45,427 at 6%.
200024$0$0-
Pension Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4---
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4---
199924$1,903,939$32,103$8,026iApproximate average salary by contribution assumption: employee only about $200,644 at 4% or $133,763 at 6%; with 50% employer match about $133,763 at 4% or $89,175 at 6%; with 100% employer match about $100,322 at 4% or $66,881 at 6%.
Profit Sharing Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4$1,067,859$11,540$2,885iApproximate average salary by contribution assumption: employee only about $72,125 at 4% or $48,083 at 6%; with 50% employer match about $48,083 at 4% or $32,056 at 6%; with 100% employer match about $36,063 at 4% or $24,042 at 6%.
Pension Plan Under Pen Fa Lee, M.D. PC. Retirement Trust-4$836,080$20,563$5,141iApproximate average salary by contribution assumption: employee only about $128,519 at 4% or $85,679 at 6%; with 50% employer match about $85,679 at 4% or $57,119 at 6%; with 100% employer match about $64,259 at 4% or $42,840 at 6%.