Civic Intelligence

John W Lee MD

Plan context: John W Lee MD PC 401 K Profit Sharing Plan

EIN 42-1146147 • Keokuk, IA • 22 filings • 16 plans

484 Messenger RoadKeokuk, IA 52632
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$1,289,866

2016 Contributions

$5,542

Historical Graphs

Total Assets Over Time

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

$1,289,866$644,933$0200320112015YearValue
$1,289,866Latest year 2015

Participants Over Time

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

630200020082015YearValue
6Latest year 2015

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
201610$0$0-
John W Lee MD PC 401 K Profit Sharing Plan-0---
201516$1,289,866$5,542$924iApproximate average salary by contribution assumption: employee only about $23,092 at 4% or $15,394 at 6%; with 50% employer match about $15,394 at 4% or $10,263 at 6%; with 100% employer match about $11,546 at 4% or $7,697 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-6$1,289,866$5,542$924iApproximate average salary by contribution assumption: employee only about $23,092 at 4% or $15,394 at 6%; with 50% employer match about $15,394 at 4% or $10,263 at 6%; with 100% employer match about $11,546 at 4% or $7,697 at 6%.
201416$1,227,660$49,191$8,199iApproximate average salary by contribution assumption: employee only about $204,963 at 4% or $136,642 at 6%; with 50% employer match about $136,642 at 4% or $91,094 at 6%; with 100% employer match about $102,481 at 4% or $68,321 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-6$1,227,660$49,191$8,199iApproximate average salary by contribution assumption: employee only about $204,963 at 4% or $136,642 at 6%; with 50% employer match about $136,642 at 4% or $91,094 at 6%; with 100% employer match about $102,481 at 4% or $68,321 at 6%.
201315$1,258,569$31,850$6,370iApproximate average salary by contribution assumption: employee only about $159,250 at 4% or $106,167 at 6%; with 50% employer match about $106,167 at 4% or $70,778 at 6%; with 100% employer match about $79,625 at 4% or $53,083 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-5$1,258,569$31,850$6,370iApproximate average salary by contribution assumption: employee only about $159,250 at 4% or $106,167 at 6%; with 50% employer match about $106,167 at 4% or $70,778 at 6%; with 100% employer match about $79,625 at 4% or $53,083 at 6%.
201215$989,900$65,745$13,149iApproximate average salary by contribution assumption: employee only about $328,725 at 4% or $219,150 at 6%; with 50% employer match about $219,150 at 4% or $146,100 at 6%; with 100% employer match about $164,363 at 4% or $109,575 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-5$989,900$65,745$13,149iApproximate average salary by contribution assumption: employee only about $328,725 at 4% or $219,150 at 6%; with 50% employer match about $219,150 at 4% or $146,100 at 6%; with 100% employer match about $164,363 at 4% or $109,575 at 6%.
201113$803,603$55,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-3$803,603$55,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
201014$668,318$54,500$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-4$668,318$54,500$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.
200915$639,442$58,295$11,659iApproximate average salary by contribution assumption: employee only about $291,475 at 4% or $194,317 at 6%; with 50% employer match about $194,317 at 4% or $129,544 at 6%; with 100% employer match about $145,738 at 4% or $97,158 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-5$639,442$58,295$11,659iApproximate average salary by contribution assumption: employee only about $291,475 at 4% or $194,317 at 6%; with 50% employer match about $194,317 at 4% or $129,544 at 6%; with 100% employer match about $145,738 at 4% or $97,158 at 6%.
200815$0$0-
John W Lee MD PC 401 K Profit Sharing Plan-5---
200715$0$0-
John W Lee MD PC 401 K Profit Sharing Plan-5---
200615$767,782$48,693$9,739iApproximate average salary by contribution assumption: employee only about $243,465 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,207 at 6%; with 100% employer match about $121,733 at 4% or $81,155 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-5$767,782$48,693$9,739iApproximate average salary by contribution assumption: employee only about $243,465 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,207 at 6%; with 100% employer match about $121,733 at 4% or $81,155 at 6%.
200514$625,146$56,582$14,146iApproximate average salary by contribution assumption: employee only about $353,638 at 4% or $235,758 at 6%; with 50% employer match about $235,758 at 4% or $157,172 at 6%; with 100% employer match about $176,819 at 4% or $117,879 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-4$625,146$56,582$14,146iApproximate average salary by contribution assumption: employee only about $353,638 at 4% or $235,758 at 6%; with 50% employer match about $235,758 at 4% or $157,172 at 6%; with 100% employer match about $176,819 at 4% or $117,879 at 6%.
200420$0$0-
JOHN W LEE MD, PC EMPLOYEES MONEY PURCHASE PENSION PLAN AND TRUST-0---
001-0---
200325$491,542$48,315$9,663iApproximate average salary by contribution assumption: employee only about $241,575 at 4% or $161,050 at 6%; with 50% employer match about $161,050 at 4% or $107,367 at 6%; with 100% employer match about $120,788 at 4% or $80,525 at 6%.
JOHN W LEE M.D., P.C. EMPLOYEES MONEY PURCHASE PENSION PLAN AND TRUST-5$289,674$20,484$4,097iApproximate average salary by contribution assumption: employee only about $102,420 at 4% or $68,280 at 6%; with 50% employer match about $68,280 at 4% or $45,520 at 6%; with 100% employer match about $51,210 at 4% or $34,140 at 6%.
John W Lee MD PC 401 K Profit Sharing Plan-5$201,868$27,831$5,566iApproximate average salary by contribution assumption: employee only about $139,155 at 4% or $92,770 at 6%; with 50% employer match about $92,770 at 4% or $61,847 at 6%; with 100% employer match about $69,578 at 4% or $46,385 at 6%.
200225$0$0-
JOHN W. LEE, M.D., P.C. EMPLOYEES PENSION PLAN & TRUST-5---
John W Lee MD PC 401 K Profit Sharing Plan-5---
200125$0$0-
John W Lee MD PC 401 K Profit Sharing Plan-5---
JOHN W. LEE, M.D.,P.C. EMPLOYEES PENSION PLAN & TRUST-5---
200025$0$0-
JOHN W. LEE, M.D., P.C. EMPLOYEES PENSION PLAN AND TRUST-5---
John W Lee MD PC 401 K Profit Sharing Plan-5---