Civic Intelligence

Edwin R. Lee, M.D. Inc.

Plan context: Edwin R. Lee, M.D. Inc. Profit Sharing Plan

EIN 33-0440440 • Los Altos, CA • 8 filings • 3 plans

Po. Box 2Los Altos, CA 94023
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$3,044,885

2019 Contributions

$56,000

Historical Graphs

Total Assets Over Time

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

$3,044,885$1,522,443$0201220162019YearValue
$3,044,885Latest year 2019

Participants Over Time

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

210201220162019YearValue
2Latest year 2019

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
201912$3,044,885$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$3,044,885$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201812$2,402,186$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$2,402,186$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201712$2,276,240$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$2,276,240$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201612$1,663,860$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$1,663,860$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201512$1,453,275$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$1,453,275$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201412$1,348,584$54,250$27,125iApproximate average salary by contribution assumption: employee only about $678,125 at 4% or $452,083 at 6%; with 50% employer match about $452,083 at 4% or $301,389 at 6%; with 100% employer match about $339,063 at 4% or $226,042 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$1,348,584$54,250$27,125iApproximate average salary by contribution assumption: employee only about $678,125 at 4% or $452,083 at 6%; with 50% employer match about $452,083 at 4% or $301,389 at 6%; with 100% employer match about $339,063 at 4% or $226,042 at 6%.
201312$980,820$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$980,820$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
201212$868,464$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
Edwin R. Lee, M.D. Inc. Profit Sharing Plan-2$868,464$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.