Civic Intelligence

Anna E Lee MD Medical Corporat

Plan context: Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust

EIN 46-5706479 • Oceanside, CA • 7 filings • 2 plans

3998 Vista WayOceanside, CA 92056-4500
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$674,793

2025 Contributions

$111,231

Historical Graphs

Total Assets Over Time

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

$674,793$337,397$0201920222025YearValue
$674,793Latest year 2025

Participants Over Time

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

630201920222025YearValue
5Latest 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
202515$674,793$111,231$22,246iApproximate average salary by contribution assumption: employee only about $556,155 at 4% or $370,770 at 6%; with 50% employer match about $370,770 at 4% or $247,180 at 6%; with 100% employer match about $278,078 at 4% or $185,385 at 6%.
Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust-5$674,793$111,231$22,246iApproximate average salary by contribution assumption: employee only about $556,155 at 4% or $370,770 at 6%; with 50% employer match about $370,770 at 4% or $247,180 at 6%; with 100% employer match about $278,078 at 4% or $185,385 at 6%.
202413$476,476$103,268$34,423iApproximate average salary by contribution assumption: employee only about $860,567 at 4% or $573,711 at 6%; with 50% employer match about $573,711 at 4% or $382,474 at 6%; with 100% employer match about $430,283 at 4% or $286,856 at 6%.
Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust-3$476,476$103,268$34,423iApproximate average salary by contribution assumption: employee only about $860,567 at 4% or $573,711 at 6%; with 50% employer match about $573,711 at 4% or $382,474 at 6%; with 100% employer match about $430,283 at 4% or $286,856 at 6%.
202314$306,099$86,913$21,728iApproximate average salary by contribution assumption: employee only about $543,206 at 4% or $362,138 at 6%; with 50% employer match about $362,138 at 4% or $241,425 at 6%; with 100% employer match about $271,603 at 4% or $181,069 at 6%.
Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust-4$306,099$86,913$21,728iApproximate average salary by contribution assumption: employee only about $543,206 at 4% or $362,138 at 6%; with 50% employer match about $362,138 at 4% or $241,425 at 6%; with 100% employer match about $271,603 at 4% or $181,069 at 6%.
202216$221,267$77,350$12,892iApproximate average salary by contribution assumption: employee only about $322,292 at 4% or $214,861 at 6%; with 50% employer match about $214,861 at 4% or $143,241 at 6%; with 100% employer match about $161,146 at 4% or $107,431 at 6%.
Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust-6$221,267$77,350$12,892iApproximate average salary by contribution assumption: employee only about $322,292 at 4% or $214,861 at 6%; with 50% employer match about $214,861 at 4% or $143,241 at 6%; with 100% employer match about $161,146 at 4% or $107,431 at 6%.
202115$192,351$69,259$13,852iApproximate average salary by contribution assumption: employee only about $346,295 at 4% or $230,863 at 6%; with 50% employer match about $230,863 at 4% or $153,909 at 6%; with 100% employer match about $173,148 at 4% or $115,432 at 6%.
Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust-5$192,351$69,259$13,852iApproximate average salary by contribution assumption: employee only about $346,295 at 4% or $230,863 at 6%; with 50% employer match about $230,863 at 4% or $153,909 at 6%; with 100% employer match about $173,148 at 4% or $115,432 at 6%.
202016$104,999$68,798$11,466iApproximate average salary by contribution assumption: employee only about $286,658 at 4% or $191,106 at 6%; with 50% employer match about $191,106 at 4% or $127,404 at 6%; with 100% employer match about $143,329 at 4% or $95,553 at 6%.
Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust-6$104,999$68,798$11,466iApproximate average salary by contribution assumption: employee only about $286,658 at 4% or $191,106 at 6%; with 50% employer match about $191,106 at 4% or $127,404 at 6%; with 100% employer match about $143,329 at 4% or $95,553 at 6%.
201913$29,478$29,478$9,826iApproximate average salary by contribution assumption: employee only about $245,650 at 4% or $163,767 at 6%; with 50% employer match about $163,767 at 4% or $109,178 at 6%; with 100% employer match about $122,825 at 4% or $81,883 at 6%.
Anna E Lee MD Medical Corporat 401(K) Profit Sharing Plan & Trust-3$29,478$29,478$9,826iApproximate average salary by contribution assumption: employee only about $245,650 at 4% or $163,767 at 6%; with 50% employer match about $163,767 at 4% or $109,178 at 6%; with 100% employer match about $122,825 at 4% or $81,883 at 6%.