Civic Intelligence

David C. Lee, M.D. Inc.

Plan context: David C. Lee Inc. Money Purchase Pension Plan Trust

EIN 31-0921487 • 8 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$285,404

2007 Contributions

$4,854

Historical Graphs

Total Assets Over Time

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

$908,998$454,499$0199920042006YearValue
$285,404Latest year 2006

Participants Over Time

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

320199920032006YearValue
2Latest 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-
David C. Lee Inc. Money Purchase Pension Plan Trust-0---
200612$285,404$4,854$2,427iApproximate average salary by contribution assumption: employee only about $60,675 at 4% or $40,450 at 6%; with 50% employer match about $40,450 at 4% or $26,967 at 6%; with 100% employer match about $30,338 at 4% or $20,225 at 6%.
David C. Lee Inc. Money Purchase Pension Plan Trust-2$285,404$4,854$2,427iApproximate average salary by contribution assumption: employee only about $60,675 at 4% or $40,450 at 6%; with 50% employer match about $40,450 at 4% or $26,967 at 6%; with 100% employer match about $30,338 at 4% or $20,225 at 6%.
200512$229,621$17,612$8,806iApproximate average salary by contribution assumption: employee only about $220,150 at 4% or $146,767 at 6%; with 50% employer match about $146,767 at 4% or $97,844 at 6%; with 100% employer match about $110,075 at 4% or $73,383 at 6%.
David C. Lee Inc. Money Purchase Pension Plan Trust-2$229,621$17,612$8,806iApproximate average salary by contribution assumption: employee only about $220,150 at 4% or $146,767 at 6%; with 50% employer match about $146,767 at 4% or $97,844 at 6%; with 100% employer match about $110,075 at 4% or $73,383 at 6%.
200411$230,475$13,248$13,248iApproximate average salary by contribution assumption: employee only about $331,200 at 4% or $220,800 at 6%; with 50% employer match about $220,800 at 4% or $147,200 at 6%; with 100% employer match about $165,600 at 4% or $110,400 at 6%.
David C. Lee Inc. Money Purchase Pension Plan Trust-1$230,475$13,248$13,248iApproximate average salary by contribution assumption: employee only about $331,200 at 4% or $220,800 at 6%; with 50% employer match about $220,800 at 4% or $147,200 at 6%; with 100% employer match about $165,600 at 4% or $110,400 at 6%.
200311$222,847$14,841$14,841iApproximate average salary by contribution assumption: employee only about $371,025 at 4% or $247,350 at 6%; with 50% employer match about $247,350 at 4% or $164,900 at 6%; with 100% employer match about $185,513 at 4% or $123,675 at 6%.
David C. Lee Inc. Money Purchase Pension Plan Trust-1$222,847$14,841$14,841iApproximate average salary by contribution assumption: employee only about $371,025 at 4% or $247,350 at 6%; with 50% employer match about $247,350 at 4% or $164,900 at 6%; with 100% employer match about $185,513 at 4% or $123,675 at 6%.
200212$0$0-
David C. Lee Inc. Money Purchase Pension Plan Trust-2---
200013$156,595$36,001$12,000iApproximate average salary by contribution assumption: employee only about $300,008 at 4% or $200,006 at 6%; with 50% employer match about $200,006 at 4% or $133,337 at 6%; with 100% employer match about $150,004 at 4% or $100,003 at 6%.
David C. Lee Inc. Money Purchase Pension Plan Trust-3$156,595$36,001$12,000iApproximate average salary by contribution assumption: employee only about $300,008 at 4% or $200,006 at 6%; with 50% employer match about $200,006 at 4% or $133,337 at 6%; with 100% employer match about $150,004 at 4% or $100,003 at 6%.
199912$908,998$33,916$16,958iApproximate average salary by contribution assumption: employee only about $423,950 at 4% or $282,633 at 6%; with 50% employer match about $282,633 at 4% or $188,422 at 6%; with 100% employer match about $211,975 at 4% or $141,317 at 6%.
David C. Lee Inc. Money Purchase Pension Plan Trust-2$908,998$33,916$16,958iApproximate average salary by contribution assumption: employee only about $423,950 at 4% or $282,633 at 6%; with 50% employer match about $282,633 at 4% or $188,422 at 6%; with 100% employer match about $211,975 at 4% or $141,317 at 6%.