Civic Intelligence

J. Finley Lee, Jr.

Plan context: Dr. Finley Lee Money Purchase Pension Plan

EIN 24-5528195 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

2

1999 Assets

$165,324

1999 Contributions

$817

Historical Graphs

Total Assets Over Time

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

$165,324$82,662$01999YearValue
$165,324Latest year 1999

Participants Over Time

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

2101999YearValue
2Latest year 1999

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
199912$165,324$817$409iApproximate average salary by contribution assumption: employee only about $10,213 at 4% or $6,808 at 6%; with 50% employer match about $6,808 at 4% or $4,539 at 6%; with 100% employer match about $5,106 at 4% or $3,404 at 6%.
Dr. Finley Lee Money Purchase Pension Plan-2$165,324$817$409iApproximate average salary by contribution assumption: employee only about $10,213 at 4% or $6,808 at 6%; with 50% employer match about $6,808 at 4% or $4,539 at 6%; with 100% employer match about $5,106 at 4% or $3,404 at 6%.