Civic Intelligence

Albert C. Lee, MD PC

Plan context: Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan

EIN 35-2010174 • Carmel, IN • 45 filings • 9 plans

2928 Tolkein Dr.Carmel, IN 46033
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$15,747

2025 Contributions

$21,537

Historical Graphs

Total Assets Over Time

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

$6,844,644$3,422,322$0200020132025YearValue
$15,747Latest year 2025

Participants Over Time

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

29150199920122025YearValue
6Latest year 2025

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
202516$15,747$0-
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-6$15,747--
2024210$3,539,709$0-
Albert C. Lee, MD PC Cash Balance Plan-10$3,506,108$0-
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-8$33,601--
2023225$6,844,644$21,537$861iApproximate average salary by contribution assumption: employee only about $21,537 at 4% or $14,358 at 6%; with 50% employer match about $14,358 at 4% or $9,572 at 6%; with 100% employer match about $10,769 at 4% or $7,179 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-25$3,479,320$16,427$657iApproximate average salary by contribution assumption: employee only about $16,427 at 4% or $10,951 at 6%; with 50% employer match about $10,951 at 4% or $7,301 at 6%; with 100% employer match about $8,214 at 4% or $5,476 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-21$3,365,324$5,110$243iApproximate average salary by contribution assumption: employee only about $6,083 at 4% or $4,056 at 6%; with 50% employer match about $4,056 at 4% or $2,704 at 6%; with 100% employer match about $3,042 at 4% or $2,028 at 6%.
2022223$6,114,197$293,188$12,747iApproximate average salary by contribution assumption: employee only about $318,683 at 4% or $212,455 at 6%; with 50% employer match about $212,455 at 4% or $141,637 at 6%; with 100% employer match about $159,341 at 4% or $106,228 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-23$3,098,664$56,316$2,449iApproximate average salary by contribution assumption: employee only about $61,213 at 4% or $40,809 at 6%; with 50% employer match about $40,809 at 4% or $27,206 at 6%; with 100% employer match about $30,607 at 4% or $20,404 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-21$3,015,533$236,872$11,280iApproximate average salary by contribution assumption: employee only about $281,990 at 4% or $187,994 at 6%; with 50% employer match about $187,994 at 4% or $125,329 at 6%; with 100% employer match about $140,995 at 4% or $93,997 at 6%.
2021225$6,662,182$269,691$10,788iApproximate average salary by contribution assumption: employee only about $269,691 at 4% or $179,794 at 6%; with 50% employer match about $179,794 at 4% or $119,863 at 6%; with 100% employer match about $134,846 at 4% or $89,897 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-25$3,492,671$144,041$5,762iApproximate average salary by contribution assumption: employee only about $144,041 at 4% or $96,027 at 6%; with 50% employer match about $96,027 at 4% or $64,018 at 6%; with 100% employer match about $72,021 at 4% or $48,014 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-23$3,169,511$125,650$5,463iApproximate average salary by contribution assumption: employee only about $136,576 at 4% or $91,051 at 6%; with 50% employer match about $91,051 at 4% or $60,700 at 6%; with 100% employer match about $68,288 at 4% or $45,525 at 6%.
2020226$5,868,118$326,945$12,575iApproximate average salary by contribution assumption: employee only about $314,370 at 4% or $209,580 at 6%; with 50% employer match about $209,580 at 4% or $139,720 at 6%; with 100% employer match about $157,185 at 4% or $104,790 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-26$3,035,947$141,021$5,424iApproximate average salary by contribution assumption: employee only about $135,597 at 4% or $90,398 at 6%; with 50% employer match about $90,398 at 4% or $60,265 at 6%; with 100% employer match about $67,799 at 4% or $45,199 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-23$2,832,171$185,924$8,084iApproximate average salary by contribution assumption: employee only about $202,091 at 4% or $134,728 at 6%; with 50% employer match about $134,728 at 4% or $89,818 at 6%; with 100% employer match about $101,046 at 4% or $67,364 at 6%.
2019227$5,276,398$299,453$11,091iApproximate average salary by contribution assumption: employee only about $277,271 at 4% or $184,848 at 6%; with 50% employer match about $184,848 at 4% or $123,232 at 6%; with 100% employer match about $138,636 at 4% or $92,424 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-27$2,644,700$111,930$4,146iApproximate average salary by contribution assumption: employee only about $103,639 at 4% or $69,093 at 6%; with 50% employer match about $69,093 at 4% or $46,062 at 6%; with 100% employer match about $51,819 at 4% or $34,546 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-21$2,631,698$187,523$8,930iApproximate average salary by contribution assumption: employee only about $223,242 at 4% or $148,828 at 6%; with 50% employer match about $148,828 at 4% or $99,219 at 6%; with 100% employer match about $111,621 at 4% or $74,414 at 6%.
2018225$4,202,453$311,541$12,462iApproximate average salary by contribution assumption: employee only about $311,541 at 4% or $207,694 at 6%; with 50% employer match about $207,694 at 4% or $138,463 at 6%; with 100% employer match about $155,771 at 4% or $103,847 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-25$2,131,101$126,745$5,070iApproximate average salary by contribution assumption: employee only about $126,745 at 4% or $84,497 at 6%; with 50% employer match about $84,497 at 4% or $56,331 at 6%; with 100% employer match about $63,373 at 4% or $42,248 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-19$2,071,352$184,796$9,726iApproximate average salary by contribution assumption: employee only about $243,153 at 4% or $162,102 at 6%; with 50% employer match about $162,102 at 4% or $108,068 at 6%; with 100% employer match about $121,576 at 4% or $81,051 at 6%.
2017229$4,240,352$374,905$12,928iApproximate average salary by contribution assumption: employee only about $323,194 at 4% or $215,463 at 6%; with 50% employer match about $215,463 at 4% or $143,642 at 6%; with 100% employer match about $161,597 at 4% or $107,731 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-29$2,196,367$186,100$6,417iApproximate average salary by contribution assumption: employee only about $160,431 at 4% or $106,954 at 6%; with 50% employer match about $106,954 at 4% or $71,303 at 6%; with 100% employer match about $80,216 at 4% or $53,477 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-23$2,043,985$188,805$8,209iApproximate average salary by contribution assumption: employee only about $205,223 at 4% or $136,815 at 6%; with 50% employer match about $136,815 at 4% or $91,210 at 6%; with 100% employer match about $102,611 at 4% or $68,408 at 6%.
2016226$3,447,130$371,915$14,304iApproximate average salary by contribution assumption: employee only about $357,611 at 4% or $238,407 at 6%; with 50% employer match about $238,407 at 4% or $158,938 at 6%; with 100% employer match about $178,805 at 4% or $119,204 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-26$1,773,977$189,242$7,279iApproximate average salary by contribution assumption: employee only about $181,963 at 4% or $121,309 at 6%; with 50% employer match about $121,309 at 4% or $80,873 at 6%; with 100% employer match about $90,982 at 4% or $60,654 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-24$1,673,153$182,673$7,611iApproximate average salary by contribution assumption: employee only about $190,284 at 4% or $126,856 at 6%; with 50% employer match about $126,856 at 4% or $84,571 at 6%; with 100% employer match about $95,142 at 4% or $63,428 at 6%.
2015228$3,293,629$441,383$15,764iApproximate average salary by contribution assumption: employee only about $394,092 at 4% or $262,728 at 6%; with 50% employer match about $262,728 at 4% or $175,152 at 6%; with 100% employer match about $197,046 at 4% or $131,364 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-28$1,872,635$160,791$5,743iApproximate average salary by contribution assumption: employee only about $143,563 at 4% or $95,709 at 6%; with 50% employer match about $95,709 at 4% or $63,806 at 6%; with 100% employer match about $71,782 at 4% or $47,854 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-25$1,420,994$280,592$11,224iApproximate average salary by contribution assumption: employee only about $280,592 at 4% or $187,061 at 6%; with 50% employer match about $187,061 at 4% or $124,708 at 6%; with 100% employer match about $140,296 at 4% or $93,531 at 6%.
2014227$3,140,332$347,998$12,889iApproximate average salary by contribution assumption: employee only about $322,220 at 4% or $214,814 at 6%; with 50% employer match about $214,814 at 4% or $143,209 at 6%; with 100% employer match about $161,110 at 4% or $107,407 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-27$1,929,226$224,637$8,320iApproximate average salary by contribution assumption: employee only about $207,997 at 4% or $138,665 at 6%; with 50% employer match about $138,665 at 4% or $92,443 at 6%; with 100% employer match about $103,999 at 4% or $69,332 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-24$1,211,106$123,361$5,140iApproximate average salary by contribution assumption: employee only about $128,501 at 4% or $85,667 at 6%; with 50% employer match about $85,667 at 4% or $57,112 at 6%; with 100% employer match about $64,251 at 4% or $42,834 at 6%.
2013223$2,697,967$312,798$13,600iApproximate average salary by contribution assumption: employee only about $339,998 at 4% or $226,665 at 6%; with 50% employer match about $226,665 at 4% or $151,110 at 6%; with 100% employer match about $169,999 at 4% or $113,333 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-23$1,647,585$212,798$9,252iApproximate average salary by contribution assumption: employee only about $231,302 at 4% or $154,201 at 6%; with 50% employer match about $154,201 at 4% or $102,801 at 6%; with 100% employer match about $115,651 at 4% or $77,101 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-22$1,050,382$100,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
2012224$2,205,998$351,729$14,655iApproximate average salary by contribution assumption: employee only about $366,384 at 4% or $244,256 at 6%; with 50% employer match about $244,256 at 4% or $162,838 at 6%; with 100% employer match about $183,192 at 4% or $122,128 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-24$1,316,423$202,921$8,455iApproximate average salary by contribution assumption: employee only about $211,376 at 4% or $140,917 at 6%; with 50% employer match about $140,917 at 4% or $93,945 at 6%; with 100% employer match about $105,688 at 4% or $70,459 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-22$889,575$148,808$6,764iApproximate average salary by contribution assumption: employee only about $169,100 at 4% or $112,733 at 6%; with 50% employer match about $112,733 at 4% or $75,156 at 6%; with 100% employer match about $84,550 at 4% or $56,367 at 6%.
2011221$1,705,300$312,253$14,869iApproximate average salary by contribution assumption: employee only about $371,730 at 4% or $247,820 at 6%; with 50% employer match about $247,820 at 4% or $165,213 at 6%; with 100% employer match about $185,865 at 4% or $123,910 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-21$1,029,489$177,253$8,441iApproximate average salary by contribution assumption: employee only about $211,015 at 4% or $140,677 at 6%; with 50% employer match about $140,677 at 4% or $93,785 at 6%; with 100% employer match about $105,508 at 4% or $70,338 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-20$675,811$135,000$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
2010224$1,433,750$311,435$12,976iApproximate average salary by contribution assumption: employee only about $324,411 at 4% or $216,274 at 6%; with 50% employer match about $216,274 at 4% or $144,183 at 6%; with 100% employer match about $162,206 at 4% or $108,137 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-22$880,219$170,897$7,768iApproximate average salary by contribution assumption: employee only about $194,201 at 4% or $129,467 at 6%; with 50% employer match about $129,467 at 4% or $86,312 at 6%; with 100% employer match about $97,101 at 4% or $64,734 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-24$553,531$140,538$5,856iApproximate average salary by contribution assumption: employee only about $146,394 at 4% or $97,596 at 6%; with 50% employer match about $97,596 at 4% or $65,064 at 6%; with 100% employer match about $73,197 at 4% or $48,798 at 6%.
2009222$1,007,245$211,079$9,595iApproximate average salary by contribution assumption: employee only about $239,863 at 4% or $159,908 at 6%; with 50% employer match about $159,908 at 4% or $106,606 at 6%; with 100% employer match about $119,931 at 4% or $79,954 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-19$640,996$148,761$7,830iApproximate average salary by contribution assumption: employee only about $195,738 at 4% or $130,492 at 6%; with 50% employer match about $130,492 at 4% or $86,995 at 6%; with 100% employer match about $97,869 at 4% or $65,246 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-22$366,249$62,318$2,833iApproximate average salary by contribution assumption: employee only about $70,816 at 4% or $47,211 at 6%; with 50% employer match about $47,211 at 4% or $31,474 at 6%; with 100% employer match about $35,408 at 4% or $23,605 at 6%.
2008217$665,210$301,326$17,725iApproximate average salary by contribution assumption: employee only about $443,126 at 4% or $295,418 at 6%; with 50% employer match about $295,418 at 4% or $196,945 at 6%; with 100% employer match about $221,563 at 4% or $147,709 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-17$413,345$132,240$7,779iApproximate average salary by contribution assumption: employee only about $194,471 at 4% or $129,647 at 6%; with 50% employer match about $129,647 at 4% or $86,431 at 6%; with 100% employer match about $97,235 at 4% or $64,824 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-16$251,865$169,086$10,568iApproximate average salary by contribution assumption: employee only about $264,197 at 4% or $176,131 at 6%; with 50% employer match about $176,131 at 4% or $117,421 at 6%; with 100% employer match about $132,098 at 4% or $88,066 at 6%.
2007212$896,555$128,686$10,724iApproximate average salary by contribution assumption: employee only about $268,096 at 4% or $178,731 at 6%; with 50% employer match about $178,731 at 4% or $119,154 at 6%; with 100% employer match about $134,048 at 4% or $89,365 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-12$896,555$128,686$10,724iApproximate average salary by contribution assumption: employee only about $268,096 at 4% or $178,731 at 6%; with 50% employer match about $178,731 at 4% or $119,154 at 6%; with 100% employer match about $134,048 at 4% or $89,365 at 6%.
Albert C. Lee, MD PC Cash Balance Plan-12---
2006111$836,447$120,200$10,927iApproximate average salary by contribution assumption: employee only about $273,182 at 4% or $182,121 at 6%; with 50% employer match about $182,121 at 4% or $121,414 at 6%; with 100% employer match about $136,591 at 4% or $91,061 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-11$836,447$120,200$10,927iApproximate average salary by contribution assumption: employee only about $273,182 at 4% or $182,121 at 6%; with 50% employer match about $182,121 at 4% or $121,414 at 6%; with 100% employer match about $136,591 at 4% or $91,061 at 6%.
2005110$614,236$101,206$10,121iApproximate average salary by contribution assumption: employee only about $253,015 at 4% or $168,677 at 6%; with 50% employer match about $168,677 at 4% or $112,451 at 6%; with 100% employer match about $126,508 at 4% or $84,338 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-10$614,236$101,206$10,121iApproximate average salary by contribution assumption: employee only about $253,015 at 4% or $168,677 at 6%; with 50% employer match about $168,677 at 4% or $112,451 at 6%; with 100% employer match about $126,508 at 4% or $84,338 at 6%.
200417$507,355$98,882$14,126iApproximate average salary by contribution assumption: employee only about $353,150 at 4% or $235,433 at 6%; with 50% employer match about $235,433 at 4% or $156,956 at 6%; with 100% employer match about $176,575 at 4% or $117,717 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-7$507,355$98,882$14,126iApproximate average salary by contribution assumption: employee only about $353,150 at 4% or $235,433 at 6%; with 50% employer match about $235,433 at 4% or $156,956 at 6%; with 100% employer match about $176,575 at 4% or $117,717 at 6%.
2003110$363,411$88,723$8,872iApproximate average salary by contribution assumption: employee only about $221,807 at 4% or $147,872 at 6%; with 50% employer match about $147,872 at 4% or $98,581 at 6%; with 100% employer match about $110,904 at 4% or $73,936 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-10$363,411$88,723$8,872iApproximate average salary by contribution assumption: employee only about $221,807 at 4% or $147,872 at 6%; with 50% employer match about $147,872 at 4% or $98,581 at 6%; with 100% employer match about $110,904 at 4% or $73,936 at 6%.
2002110$218,535$89,102$8,910iApproximate average salary by contribution assumption: employee only about $222,755 at 4% or $148,503 at 6%; with 50% employer match about $148,503 at 4% or $99,002 at 6%; with 100% employer match about $111,378 at 4% or $74,252 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-10$218,535$89,102$8,910iApproximate average salary by contribution assumption: employee only about $222,755 at 4% or $148,503 at 6%; with 50% employer match about $148,503 at 4% or $99,002 at 6%; with 100% employer match about $111,378 at 4% or $74,252 at 6%.
200117$0$0-
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-7---
200014$153,975$48,552$12,138iApproximate average salary by contribution assumption: employee only about $303,450 at 4% or $202,300 at 6%; with 50% employer match about $202,300 at 4% or $134,867 at 6%; with 100% employer match about $151,725 at 4% or $101,150 at 6%.
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-4$153,975$48,552$12,138iApproximate average salary by contribution assumption: employee only about $303,450 at 4% or $202,300 at 6%; with 50% employer match about $202,300 at 4% or $134,867 at 6%; with 100% employer match about $151,725 at 4% or $101,150 at 6%.
199913$0$0-
Albert C. Lee, MD PC Employees 401(K) Profit Sharing Plan-3---