Civic Intelligence

Allen H. Lee, M.D. Inc.

Plan context: Allen H. Lee, M.D. Inc. Individual 401(K) Plan

EIN 45-4188076 • San Diego, CA • 9 filings • 1 plans

4203 Genesee Ave., #103-306San Diego, CA 92117
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,726,095

2024 Contributions

$64,333

Historical Graphs

Total Assets Over Time

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

$1,726,095$863,048$0201620202024YearValue
$1,726,095Latest year 2024

Participants Over Time

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

210201620202024YearValue
2Latest 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
202412$1,726,095$0-
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$1,726,095$0-
202312$1,601,508$0-
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$1,601,508$0-
202212$1,393,473$0-
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$1,393,473$0-
202112$1,623,562$64,333$32,167iApproximate average salary by contribution assumption: employee only about $804,163 at 4% or $536,108 at 6%; with 50% employer match about $536,108 at 4% or $357,406 at 6%; with 100% employer match about $402,081 at 4% or $268,054 at 6%.
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$1,623,562$64,333$32,167iApproximate average salary by contribution assumption: employee only about $804,163 at 4% or $536,108 at 6%; with 50% employer match about $536,108 at 4% or $357,406 at 6%; with 100% employer match about $402,081 at 4% or $268,054 at 6%.
202012$1,430,051$86,166$43,083iApproximate average salary by contribution assumption: employee only about $1,077,075 at 4% or $718,050 at 6%; with 50% employer match about $718,050 at 4% or $478,700 at 6%; with 100% employer match about $538,538 at 4% or $359,025 at 6%.
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$1,430,051$86,166$43,083iApproximate average salary by contribution assumption: employee only about $1,077,075 at 4% or $718,050 at 6%; with 50% employer match about $718,050 at 4% or $478,700 at 6%; with 100% employer match about $538,538 at 4% or $359,025 at 6%.
201912$1,210,708$112,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$1,210,708$112,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
201812$960,178$82,500$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$960,178$82,500$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
201712$916,172$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$916,172$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201612$717,782$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Allen H. Lee, M.D. Inc. Individual 401(K) Plan-2$717,782$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.