Civic Intelligence

K. Francis Lee, M.D. PC.

Plan context: K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan

EIN 46-1000489 • Springfield, MA • 15 filings • 2 plans

3640 Main Street, Suite 302Springfield, MA 01107
Current Snapshot

Latest Year

2022

2022 Participants

23

2022 Assets

$2,177,961

2022 Contributions

$47,359

Historical Graphs

Total Assets Over Time

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

$2,281,726$1,140,863$0201320172021YearValue
$2,177,961Latest year 2021

Participants Over Time

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

23120201320172021YearValue
23Latest year 2021

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
202210$0$47,359-
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-0$0$47,359-
2021123$2,177,961$199,550$8,676iApproximate average salary by contribution assumption: employee only about $216,902 at 4% or $144,601 at 6%; with 50% employer match about $144,601 at 4% or $96,401 at 6%; with 100% employer match about $108,451 at 4% or $72,301 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-23$2,177,961$199,550$8,676iApproximate average salary by contribution assumption: employee only about $216,902 at 4% or $144,601 at 6%; with 50% employer match about $144,601 at 4% or $96,401 at 6%; with 100% employer match about $108,451 at 4% or $72,301 at 6%.
2020223$1,785,773$565,157$24,572iApproximate average salary by contribution assumption: employee only about $614,301 at 4% or $409,534 at 6%; with 50% employer match about $409,534 at 4% or $273,023 at 6%; with 100% employer match about $307,151 at 4% or $204,767 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-23$1,785,773$406,684$17,682iApproximate average salary by contribution assumption: employee only about $442,048 at 4% or $294,699 at 6%; with 50% employer match about $294,699 at 4% or $196,466 at 6%; with 100% employer match about $221,024 at 4% or $147,349 at 6%.
K. FRANCIS LEE, M.D., P.C. CASH BALANCE PLAN-0$0$158,473-
2019221$2,281,726$279,491$13,309iApproximate average salary by contribution assumption: employee only about $332,727 at 4% or $221,818 at 6%; with 50% employer match about $221,818 at 4% or $147,879 at 6%; with 100% employer match about $166,364 at 4% or $110,909 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-21$1,256,462$169,491$8,071iApproximate average salary by contribution assumption: employee only about $201,775 at 4% or $134,517 at 6%; with 50% employer match about $134,517 at 4% or $89,678 at 6%; with 100% employer match about $100,888 at 4% or $67,258 at 6%.
K. FRANCIS LEE, M.D., P.C. CASH BALANCE PLAN-16$1,025,264$110,000$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
2018218$1,712,458$446,609$24,812iApproximate average salary by contribution assumption: employee only about $620,290 at 4% or $413,527 at 6%; with 50% employer match about $413,527 at 4% or $275,685 at 6%; with 100% employer match about $310,145 at 4% or $206,763 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-18$911,112$145,622$8,090iApproximate average salary by contribution assumption: employee only about $202,253 at 4% or $134,835 at 6%; with 50% employer match about $134,835 at 4% or $89,890 at 6%; with 100% employer match about $101,126 at 4% or $67,418 at 6%.
K. FRANCIS LEE, M.D., P.C. CASH BALANCE PLAN-13$801,346$300,987$23,153iApproximate average salary by contribution assumption: employee only about $578,821 at 4% or $385,881 at 6%; with 50% employer match about $385,881 at 4% or $257,254 at 6%; with 100% employer match about $289,411 at 4% or $192,940 at 6%.
2017218$1,344,348$439,788$24,433iApproximate average salary by contribution assumption: employee only about $610,817 at 4% or $407,211 at 6%; with 50% employer match about $407,211 at 4% or $271,474 at 6%; with 100% employer match about $305,408 at 4% or $203,606 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-18$804,733$178,782$9,932iApproximate average salary by contribution assumption: employee only about $248,308 at 4% or $165,539 at 6%; with 50% employer match about $165,539 at 4% or $110,359 at 6%; with 100% employer match about $124,154 at 4% or $82,769 at 6%.
K. FRANCIS LEE, M.D., P.C. CASH BALANCE PLAN-13$539,615$261,006$20,077iApproximate average salary by contribution assumption: employee only about $501,935 at 4% or $334,623 at 6%; with 50% employer match about $334,623 at 4% or $223,082 at 6%; with 100% employer match about $250,967 at 4% or $167,312 at 6%.
2016214$805,600$355,080$25,363iApproximate average salary by contribution assumption: employee only about $634,071 at 4% or $422,714 at 6%; with 50% employer match about $422,714 at 4% or $281,810 at 6%; with 100% employer match about $317,036 at 4% or $211,357 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-14$550,616$100,096$7,150iApproximate average salary by contribution assumption: employee only about $178,743 at 4% or $119,162 at 6%; with 50% employer match about $119,162 at 4% or $79,441 at 6%; with 100% employer match about $89,371 at 4% or $59,581 at 6%.
K. FRANCIS LEE, M.D., P.C. CASH BALANCE PLAN-10$254,984$254,984$25,498iApproximate average salary by contribution assumption: employee only about $637,460 at 4% or $424,973 at 6%; with 50% employer match about $424,973 at 4% or $283,316 at 6%; with 100% employer match about $318,730 at 4% or $212,487 at 6%.
2015112$420,261$140,186$11,682iApproximate average salary by contribution assumption: employee only about $292,054 at 4% or $194,703 at 6%; with 50% employer match about $194,703 at 4% or $129,802 at 6%; with 100% employer match about $146,027 at 4% or $97,351 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-12$420,261$140,186$11,682iApproximate average salary by contribution assumption: employee only about $292,054 at 4% or $194,703 at 6%; with 50% employer match about $194,703 at 4% or $129,802 at 6%; with 100% employer match about $146,027 at 4% or $97,351 at 6%.
201419$280,934$149,797$16,644iApproximate average salary by contribution assumption: employee only about $416,103 at 4% or $277,402 at 6%; with 50% employer match about $277,402 at 4% or $184,935 at 6%; with 100% employer match about $208,051 at 4% or $138,701 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-9$280,934$149,797$16,644iApproximate average salary by contribution assumption: employee only about $416,103 at 4% or $277,402 at 6%; with 50% employer match about $277,402 at 4% or $184,935 at 6%; with 100% employer match about $208,051 at 4% or $138,701 at 6%.
201319$130,027$129,789$14,421iApproximate average salary by contribution assumption: employee only about $360,525 at 4% or $240,350 at 6%; with 50% employer match about $240,350 at 4% or $160,233 at 6%; with 100% employer match about $180,263 at 4% or $120,175 at 6%.
K. Francis Lee, M.D. PC. Retirement Readiness 401(K) Plan-9$130,027$129,789$14,421iApproximate average salary by contribution assumption: employee only about $360,525 at 4% or $240,350 at 6%; with 50% employer match about $240,350 at 4% or $160,233 at 6%; with 100% employer match about $180,263 at 4% or $120,175 at 6%.