Civic Intelligence

Tat Sum Lee M.D.

Plan context: TAT SUM LEE, M.D. 401(K) PROFIT SHARING PLAN

EIN 16-1113454 • Cherry Creek, NY • 13 filings • 4 plans

618 Center StreetCherry Creek, NY 14723-9792
Current Snapshot

Latest Year

2010

2010 Participants

12

2010 Assets

$930,044

2010 Contributions

$22,199

Historical Graphs

Total Assets Over Time

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

$941,226$470,613$0199920042009YearValue
$930,044Latest year 2009

Participants Over Time

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

1260199920042009YearValue
12Latest year 2009

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
201010$0$0-
TAT SUM LEE, M.D. 401(K) PROFIT SHARING PLAN-0$0$0-
2009112$930,044$22,199$1,850iApproximate average salary by contribution assumption: employee only about $46,248 at 4% or $30,832 at 6%; with 50% employer match about $30,832 at 4% or $20,555 at 6%; with 100% employer match about $23,124 at 4% or $15,416 at 6%.
TAT SUM LEE, M.D. 401(K) PROFIT SHARING PLAN-12$930,044$22,199$1,850iApproximate average salary by contribution assumption: employee only about $46,248 at 4% or $30,832 at 6%; with 50% employer match about $30,832 at 4% or $20,555 at 6%; with 100% employer match about $23,124 at 4% or $15,416 at 6%.
2008110$0$0-
TAT SUM LEE, M.D. 401K PROFIT SHARING PLAN-10---
2007111$0$0-
TAT SUM LEE, M.D. 401K PROFIT SHARING PLAN-11---
200619$941,226$31,956$3,551iApproximate average salary by contribution assumption: employee only about $88,767 at 4% or $59,178 at 6%; with 50% employer match about $59,178 at 4% or $39,452 at 6%; with 100% employer match about $44,383 at 4% or $29,589 at 6%.
TAT SUM LEE, M.D. 401K PROFIT SHARING PLAN-9$941,226$31,956$3,551iApproximate average salary by contribution assumption: employee only about $88,767 at 4% or $59,178 at 6%; with 50% employer match about $59,178 at 4% or $39,452 at 6%; with 100% employer match about $44,383 at 4% or $29,589 at 6%.
200518$826,519$38,179$4,772iApproximate average salary by contribution assumption: employee only about $119,309 at 4% or $79,540 at 6%; with 50% employer match about $79,540 at 4% or $53,026 at 6%; with 100% employer match about $59,655 at 4% or $39,770 at 6%.
TAT SUM LEE, M.D. 401K PROFIT SHARING PLAN-8$826,519$38,179$4,772iApproximate average salary by contribution assumption: employee only about $119,309 at 4% or $79,540 at 6%; with 50% employer match about $79,540 at 4% or $53,026 at 6%; with 100% employer match about $59,655 at 4% or $39,770 at 6%.
200416$710,538$24,931$4,155iApproximate average salary by contribution assumption: employee only about $103,879 at 4% or $69,253 at 6%; with 50% employer match about $69,253 at 4% or $46,169 at 6%; with 100% employer match about $51,940 at 4% or $34,626 at 6%.
TAT SUM LEE, M.D. 401K PROFIT SHARING PLAN-6$710,538$24,931$4,155iApproximate average salary by contribution assumption: employee only about $103,879 at 4% or $69,253 at 6%; with 50% employer match about $69,253 at 4% or $46,169 at 6%; with 100% employer match about $51,940 at 4% or $34,626 at 6%.
2003110$645,065$34,676$3,468iApproximate average salary by contribution assumption: employee only about $86,690 at 4% or $57,793 at 6%; with 50% employer match about $57,793 at 4% or $38,529 at 6%; with 100% employer match about $43,345 at 4% or $28,897 at 6%.
TAT SUM LEE, M.D. 401K PROFIT SHARING PLAN-10$645,065$34,676$3,468iApproximate average salary by contribution assumption: employee only about $86,690 at 4% or $57,793 at 6%; with 50% employer match about $57,793 at 4% or $38,529 at 6%; with 100% employer match about $43,345 at 4% or $28,897 at 6%.
200226$495,694$58,754$9,792iApproximate average salary by contribution assumption: employee only about $244,808 at 4% or $163,206 at 6%; with 50% employer match about $163,206 at 4% or $108,804 at 6%; with 100% employer match about $122,404 at 4% or $81,603 at 6%.
TAT SUM LEE, M.D. 401K PROFIT SHARING PLAN-6$495,694$58,754$9,792iApproximate average salary by contribution assumption: employee only about $244,808 at 4% or $163,206 at 6%; with 50% employer match about $163,206 at 4% or $108,804 at 6%; with 100% employer match about $122,404 at 4% or $81,603 at 6%.
Tat Sum Lee Money Purchase Pension Plan-0---
200116$0$0-
Tat Sum Lee Money Purchase Pension Plan-6---
200015$0$0-
Tat Sum Lee Money Purchase Pension Plan-5---
199914$666,053$10,041$2,510iApproximate average salary by contribution assumption: employee only about $62,756 at 4% or $41,838 at 6%; with 50% employer match about $41,838 at 4% or $27,892 at 6%; with 100% employer match about $31,378 at 4% or $20,919 at 6%.
Tat Sum Lee Money Purchase Pension Plan-4$666,053$10,041$2,510iApproximate average salary by contribution assumption: employee only about $62,756 at 4% or $41,838 at 6%; with 50% employer match about $41,838 at 4% or $27,892 at 6%; with 100% employer match about $31,378 at 4% or $20,919 at 6%.