Brian M. Lee M.D. Inc.
Plan context: Brian M. Lee M.D. Inc. Defined Benefit Pension Plan
EIN 26-2562199 • Huntington Beach, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
1
2013 Assets
$263,444
2013 Contributions
$81,200
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 |
|---|---|---|---|---|---|
| 2013 | 2 | 0 | $0 | $0 | - |
| Brian M. Lee M.D. Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| BRIAN M. LEE M.D. INC. 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2012 | 2 | 1 | $263,444 | $0 | - |
| Brian M. Lee M.D. Inc. Defined Benefit Pension Plan | - | 1 | $167,400 | $0 | - |
| BRIAN M. LEE M.D. INC. 401(K) PLAN | - | 1 | $96,044 | - | - |
| 2011 | 2 | 1 | $251,501 | $81,200 | $81,200iApproximate average salary by contribution assumption: employee only about $2,030,000 at 4% or $1,353,333 at 6%; with 50% employer match about $1,353,333 at 4% or $902,222 at 6%; with 100% employer match about $1,015,000 at 4% or $676,667 at 6%. |
| Brian M. Lee M.D. Inc. Defined Benefit Pension Plan | - | 1 | $159,131 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| BRIAN M. LEE M.D. INC. 401(K) PLAN | - | 1 | $92,370 | $31,200 | $31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%. |
| 2010 | 2 | 1 | $177,149 | $75,900 | $75,900iApproximate average salary by contribution assumption: employee only about $1,897,500 at 4% or $1,265,000 at 6%; with 50% employer match about $1,265,000 at 4% or $843,333 at 6%; with 100% employer match about $948,750 at 4% or $632,500 at 6%. |
| Brian M. Lee M.D. Inc. Defined Benefit Pension Plan | - | 1 | $115,033 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| BRIAN M. LEE M.D. INC. 401(K) PLAN | - | 1 | $62,116 | $30,900 | $30,900iApproximate average salary by contribution assumption: employee only about $772,500 at 4% or $515,000 at 6%; with 50% employer match about $515,000 at 4% or $343,333 at 6%; with 100% employer match about $386,250 at 4% or $257,500 at 6%. |
| 2009 | 2 | 1 | $101,200 | $101,200 | $101,200iApproximate average salary by contribution assumption: employee only about $2,530,000 at 4% or $1,686,667 at 6%; with 50% employer match about $1,686,667 at 4% or $1,124,444 at 6%; with 100% employer match about $1,265,000 at 4% or $843,333 at 6%. |
| Brian M. Lee M.D. Inc. Defined Benefit Pension Plan | - | 1 | $70,000 | $70,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| BRIAN M. LEE M.D. INC. 401(K) PLAN | - | 1 | $31,200 | $31,200 | $31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%. |