Thomas W. Lee, M.D. Inc.
Plan context: Thomas W. Lee, M.D. Inc. Profit Sharing Plan
EIN 33-0024674 • Upland, CA • 23 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$1,255,116
2020 Contributions
$305,743
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 2 | $1,255,116 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 2 | $1,255,116 | $0 | - |
| 2016 | 1 | 2 | $644,054 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 2 | $644,054 | $0 | - |
| 2015 | 1 | 2 | $891,450 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 2 | $891,450 | $0 | - |
| 2014 | 1 | 2 | $945,369 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 2 | $945,369 | $0 | - |
| 2013 | 1 | 2 | $908,231 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 2 | $908,231 | $0 | - |
| 2012 | 1 | 2 | $562,882 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 2 | $562,882 | $0 | - |
| 2011 | 1 | 2 | $671,866 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 2 | $671,866 | $0 | - |
| 2010 | 1 | 3 | $785,693 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 3 | $785,693 | $0 | - |
| 2009 | 1 | 5 | $785,693 | $305,743 | $61,149iApproximate average salary by contribution assumption: employee only about $1,528,715 at 4% or $1,019,143 at 6%; with 50% employer match about $1,019,143 at 4% or $679,429 at 6%; with 100% employer match about $764,358 at 4% or $509,572 at 6%. |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 5 | $785,693 | $305,743 | $61,149iApproximate average salary by contribution assumption: employee only about $1,528,715 at 4% or $1,019,143 at 6%; with 50% employer match about $1,019,143 at 4% or $679,429 at 6%; with 100% employer match about $764,358 at 4% or $509,572 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $382,838 | $52,477 | $17,492iApproximate average salary by contribution assumption: employee only about $437,308 at 4% or $291,539 at 6%; with 50% employer match about $291,539 at 4% or $194,359 at 6%; with 100% employer match about $218,654 at 4% or $145,769 at 6%. |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 3 | $382,838 | $52,477 | $17,492iApproximate average salary by contribution assumption: employee only about $437,308 at 4% or $291,539 at 6%; with 50% employer match about $291,539 at 4% or $194,359 at 6%; with 100% employer match about $218,654 at 4% or $145,769 at 6%. |
| 2005 | 1 | 4 | $356,076 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | $356,076 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2004 | 1 | 4 | $905,676 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | $905,676 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2003 | 2 | 3 | $0 | $0 | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 3 | - | - | - |
| THOMAS W. LEE, M.D., INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 3 | $761,403 | $45,235 | $15,078iApproximate average salary by contribution assumption: employee only about $376,958 at 4% or $251,306 at 6%; with 50% employer match about $251,306 at 4% or $167,537 at 6%; with 100% employer match about $188,479 at 4% or $125,653 at 6%. |
| THOMAS W. LEE, M.D., INC. MONEY PURCHASE PENSION PLAN | - | 3 | $583,981 | $23,895 | $7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%. |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 3 | $177,422 | $21,340 | $7,113iApproximate average salary by contribution assumption: employee only about $177,833 at 4% or $118,556 at 6%; with 50% employer match about $118,556 at 4% or $79,037 at 6%; with 100% employer match about $88,917 at 4% or $59,278 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| THOMAS W. LEE, M.D., INC. MONEY PURCHASE PENSION PLAN | - | 4 | - | - | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| THOMAS W. LEE, M.D., INC. MONEY PURCHASE PENSION PLAN | - | 4 | - | - | - |
| Thomas W. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | - | - | - |