Stephen J Lee MD Inc
Plan context: Stephen J Lee MD Inc 401 K Profit Sharing Plan Trust
EIN 27-1211890 • Moorhead, MN • 6 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$290,710
2016 Contributions
$42,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 2 | $290,710 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Stephen J Lee MD Inc 401 K Profit Sharing Plan Trust | - | 2 | $290,710 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2015 | 1 | 2 | $238,676 | $0 | - |
| Stephen J Lee MD Inc 401 K Profit Sharing Plan Trust | - | 2 | $238,676 | $0 | - |
| 2014 | 1 | 1 | $236,938 | $26,635 | $26,635iApproximate average salary by contribution assumption: employee only about $665,875 at 4% or $443,917 at 6%; with 50% employer match about $443,917 at 4% or $295,944 at 6%; with 100% employer match about $332,938 at 4% or $221,958 at 6%. |
| Stephen J Lee MD Inc 401 K Profit Sharing Plan Trust | - | 1 | $236,938 | $26,635 | $26,635iApproximate average salary by contribution assumption: employee only about $665,875 at 4% or $443,917 at 6%; with 50% employer match about $443,917 at 4% or $295,944 at 6%; with 100% employer match about $332,938 at 4% or $221,958 at 6%. |
| 2013 | 1 | 2 | $199,357 | $78,769 | $39,385iApproximate average salary by contribution assumption: employee only about $984,613 at 4% or $656,408 at 6%; with 50% employer match about $656,408 at 4% or $437,606 at 6%; with 100% employer match about $492,306 at 4% or $328,204 at 6%. |
| Stephen J Lee MD Inc 401 K Profit Sharing Plan Trust | - | 2 | $199,357 | $78,769 | $39,385iApproximate average salary by contribution assumption: employee only about $984,613 at 4% or $656,408 at 6%; with 50% employer match about $656,408 at 4% or $437,606 at 6%; with 100% employer match about $492,306 at 4% or $328,204 at 6%. |
| 2012 | 1 | 2 | $132,404 | $99,725 | $49,863iApproximate average salary by contribution assumption: employee only about $1,246,563 at 4% or $831,042 at 6%; with 50% employer match about $831,042 at 4% or $554,028 at 6%; with 100% employer match about $623,281 at 4% or $415,521 at 6%. |
| Stephen J Lee MD Inc 401 K Profit Sharing Plan Trust | - | 2 | $132,404 | $99,725 | $49,863iApproximate average salary by contribution assumption: employee only about $1,246,563 at 4% or $831,042 at 6%; with 50% employer match about $831,042 at 4% or $554,028 at 6%; with 100% employer match about $623,281 at 4% or $415,521 at 6%. |
| 2011 | 1 | 2 | $28,841 | $28,841 | $14,421iApproximate average salary by contribution assumption: employee only about $360,513 at 4% or $240,342 at 6%; with 50% employer match about $240,342 at 4% or $160,228 at 6%; with 100% employer match about $180,256 at 4% or $120,171 at 6%. |
| Stephen J Lee MD Inc 401 K Profit Sharing Plan Trust | - | 2 | $28,841 | $28,841 | $14,421iApproximate average salary by contribution assumption: employee only about $360,513 at 4% or $240,342 at 6%; with 50% employer match about $240,342 at 4% or $160,228 at 6%; with 100% employer match about $180,256 at 4% or $120,171 at 6%. |