Civic Intelligence

Gary C. Lee Ph.D., M.D. Inc.

Plan context: Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan

EIN 33-1035340 • Irvine, CA • 28 filings • 2 plans

4980 Barranca Parkway Suite 202Irvine, CA 92604
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$7,057,140

2024 Contributions

$88,000

Historical Graphs

Total Assets Over Time

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

$7,057,140$3,528,570$0200420142024YearValue
$7,057,140Latest year 2024

Participants Over Time

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

840200420142024YearValue
7Latest year 2024

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
202417$7,057,140$0-
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-7$7,057,140$0-
202317$5,707,342$0-
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-7$5,707,342$0-
202217$4,568,195$0-
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-7$4,568,195$0-
202117$5,772,918$88,000$12,571iApproximate average salary by contribution assumption: employee only about $314,286 at 4% or $209,524 at 6%; with 50% employer match about $209,524 at 4% or $139,683 at 6%; with 100% employer match about $157,143 at 4% or $104,762 at 6%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-7$5,772,918$88,000$12,571iApproximate average salary by contribution assumption: employee only about $314,286 at 4% or $209,524 at 6%; with 50% employer match about $209,524 at 4% or $139,683 at 6%; with 100% employer match about $157,143 at 4% or $104,762 at 6%.
202016$4,733,880$85,719$14,287iApproximate average salary by contribution assumption: employee only about $357,163 at 4% or $238,108 at 6%; with 50% employer match about $238,108 at 4% or $158,739 at 6%; with 100% employer match about $178,581 at 4% or $119,054 at 6%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-6$4,733,880$85,719$14,287iApproximate average salary by contribution assumption: employee only about $357,163 at 4% or $238,108 at 6%; with 50% employer match about $238,108 at 4% or $158,739 at 6%; with 100% employer match about $178,581 at 4% or $119,054 at 6%.
201928$4,099,257$3,970,574$496,322iApproximate average salary by contribution assumption: employee only about $12,408,044 at 4% or $8,272,029 at 6%; with 50% employer match about $8,272,029 at 4% or $5,514,686 at 6%; with 100% employer match about $6,204,022 at 4% or $4,136,015 at 6%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-8$4,099,257$3,970,574$496,322iApproximate average salary by contribution assumption: employee only about $12,408,044 at 4% or $8,272,029 at 6%; with 50% employer match about $8,272,029 at 4% or $5,514,686 at 6%; with 100% employer match about $6,204,022 at 4% or $4,136,015 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-0$0$0-
201828$3,340,740$27,278$3,410iApproximate average salary by contribution assumption: employee only about $85,244 at 4% or $56,829 at 6%; with 50% employer match about $56,829 at 4% or $37,886 at 6%; with 100% employer match about $42,622 at 4% or $28,415 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-5$3,218,700$0-
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-8$122,040$27,278$3,410iApproximate average salary by contribution assumption: employee only about $85,244 at 4% or $56,829 at 6%; with 50% employer match about $56,829 at 4% or $37,886 at 6%; with 100% employer match about $42,622 at 4% or $28,415 at 6%.
201727$3,471,248$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-4$3,366,751$123,009$30,752iApproximate average salary by contribution assumption: employee only about $768,806 at 4% or $512,538 at 6%; with 50% employer match about $512,538 at 4% or $341,692 at 6%; with 100% employer match about $384,403 at 4% or $256,269 at 6%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-7$104,497$26,991$3,856iApproximate average salary by contribution assumption: employee only about $96,396 at 4% or $64,264 at 6%; with 50% employer match about $64,264 at 4% or $42,843 at 6%; with 100% employer match about $48,198 at 4% or $32,132 at 6%.
201628$2,958,644$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-4$2,886,497$178,728$44,682iApproximate average salary by contribution assumption: employee only about $1,117,050 at 4% or $744,700 at 6%; with 50% employer match about $744,700 at 4% or $496,467 at 6%; with 100% employer match about $558,525 at 4% or $372,350 at 6%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-8$72,147$21,272$2,659iApproximate average salary by contribution assumption: employee only about $66,475 at 4% or $44,317 at 6%; with 50% employer match about $44,317 at 4% or $29,544 at 6%; with 100% employer match about $33,238 at 4% or $22,158 at 6%.
201528$2,608,441$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-4$2,553,726$175,760$43,940iApproximate average salary by contribution assumption: employee only about $1,098,500 at 4% or $732,333 at 6%; with 50% employer match about $732,333 at 4% or $488,222 at 6%; with 100% employer match about $549,250 at 4% or $366,167 at 6%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-8$54,715$24,240$3,030iApproximate average salary by contribution assumption: employee only about $75,750 at 4% or $50,500 at 6%; with 50% employer match about $50,500 at 4% or $33,667 at 6%; with 100% employer match about $37,875 at 4% or $25,250 at 6%.
201427$2,449,019$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-4$2,420,155$229,592$57,398iApproximate average salary by contribution assumption: employee only about $1,434,950 at 4% or $956,633 at 6%; with 50% employer match about $956,633 at 4% or $637,756 at 6%; with 100% employer match about $717,475 at 4% or $478,317 at 6%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-7$28,864$20,408$2,915iApproximate average salary by contribution assumption: employee only about $72,886 at 4% or $48,590 at 6%; with 50% employer match about $48,590 at 4% or $32,394 at 6%; with 100% employer match about $36,443 at 4% or $24,295 at 6%.
201324$2,048,514$208,535$52,134iApproximate average salary by contribution assumption: employee only about $1,303,344 at 4% or $868,896 at 6%; with 50% employer match about $868,896 at 4% or $579,264 at 6%; with 100% employer match about $651,672 at 4% or $434,448 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-4$2,039,979$200,000$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%.
Gary C. Lee Ph.D., M.D. Inc. 401(K) Profit Sharing Plan-2$8,535$8,535$4,268iApproximate average salary by contribution assumption: employee only about $106,688 at 4% or $71,125 at 6%; with 50% employer match about $71,125 at 4% or $47,417 at 6%; with 100% employer match about $53,344 at 4% or $35,563 at 6%.
201214$1,599,602$200,000$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%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-4$1,599,602$200,000$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%.
201113$1,281,023$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-3$1,281,023$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201013$1,080,934$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-3$1,080,934$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200913$824,349$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-3$824,349$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200813$636,354$108,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-3$636,354$108,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
200712$626,063$162,500$81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-2$626,063$162,500$81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%.
200612$459,455$170,000$85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-2$459,455$170,000$85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%.
200513$277,591$143,697$47,899iApproximate average salary by contribution assumption: employee only about $1,197,475 at 4% or $798,317 at 6%; with 50% employer match about $798,317 at 4% or $532,211 at 6%; with 100% employer match about $598,738 at 4% or $399,158 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-3$277,591$143,697$47,899iApproximate average salary by contribution assumption: employee only about $1,197,475 at 4% or $798,317 at 6%; with 50% employer match about $798,317 at 4% or $532,211 at 6%; with 100% employer match about $598,738 at 4% or $399,158 at 6%.
200412$131,404$131,404$65,702iApproximate average salary by contribution assumption: employee only about $1,642,550 at 4% or $1,095,033 at 6%; with 50% employer match about $1,095,033 at 4% or $730,022 at 6%; with 100% employer match about $821,275 at 4% or $547,517 at 6%.
Gary C. Lee Ph.D., M.D. Inc. Defined Benefit Pension Plan-2$131,404$131,404$65,702iApproximate average salary by contribution assumption: employee only about $1,642,550 at 4% or $1,095,033 at 6%; with 50% employer match about $1,095,033 at 4% or $730,022 at 6%; with 100% employer match about $821,275 at 4% or $547,517 at 6%.