Civic Intelligence

David L Lee M. D.

Plan context: David L Lee M.D. Profit Sharing Plan

EIN 48-1053638 • 14 filings • 6 plans

Current Snapshot

Latest Year

2005

2005 Participants

7

2005 Assets

$1,426,817

2005 Contributions

$166,369

Historical Graphs

Total Assets Over Time

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

$1,426,817$713,409$0199920022005YearValue
$1,426,817Latest year 2005

Participants Over Time

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

740199920022005YearValue
7Latest year 2005

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
200527$1,426,817$166,369$23,767iApproximate average salary by contribution assumption: employee only about $594,175 at 4% or $396,117 at 6%; with 50% employer match about $396,117 at 4% or $264,078 at 6%; with 100% employer match about $297,088 at 4% or $198,058 at 6%.
David L Lee M.D. Profit Sharing Plan-7$969,651$124,402$17,772iApproximate average salary by contribution assumption: employee only about $444,293 at 4% or $296,195 at 6%; with 50% employer match about $296,195 at 4% or $197,463 at 6%; with 100% employer match about $222,146 at 4% or $148,098 at 6%.
David L Lee MD Money Purchase Pension Plan-7$457,166$41,967$5,995iApproximate average salary by contribution assumption: employee only about $149,882 at 4% or $99,921 at 6%; with 50% employer match about $99,921 at 4% or $66,614 at 6%; with 100% employer match about $74,941 at 4% or $49,961 at 6%.
200425$1,239,049$81,135$16,227iApproximate average salary by contribution assumption: employee only about $405,675 at 4% or $270,450 at 6%; with 50% employer match about $270,450 at 4% or $180,300 at 6%; with 100% employer match about $202,838 at 4% or $135,225 at 6%.
David L Lee M.D. Profit Sharing Plan-5$848,625$60,851$12,170iApproximate average salary by contribution assumption: employee only about $304,255 at 4% or $202,837 at 6%; with 50% employer match about $202,837 at 4% or $135,224 at 6%; with 100% employer match about $152,128 at 4% or $101,418 at 6%.
David L Lee MD Money Purchase Pension Plan-5$390,424$20,284$4,057iApproximate average salary by contribution assumption: employee only about $101,420 at 4% or $67,613 at 6%; with 50% employer match about $67,613 at 4% or $45,076 at 6%; with 100% employer match about $50,710 at 4% or $33,807 at 6%.
200325$724,139$74,200$14,840iApproximate average salary by contribution assumption: employee only about $371,000 at 4% or $247,333 at 6%; with 50% employer match about $247,333 at 4% or $164,889 at 6%; with 100% employer match about $185,500 at 4% or $123,667 at 6%.
David L Lee M.D. Profit Sharing Plan-5$724,139$55,650$11,130iApproximate average salary by contribution assumption: employee only about $278,250 at 4% or $185,500 at 6%; with 50% employer match about $185,500 at 4% or $123,667 at 6%; with 100% employer match about $139,125 at 4% or $92,750 at 6%.
David L Lee MD Money Purchase Pension Plan-5-$18,550$3,710iApproximate average salary by contribution assumption: employee only about $92,750 at 4% or $61,833 at 6%; with 50% employer match about $61,833 at 4% or $41,222 at 6%; with 100% employer match about $46,375 at 4% or $30,917 at 6%.
200224$792,136$62,449$15,612iApproximate average salary by contribution assumption: employee only about $390,306 at 4% or $260,204 at 6%; with 50% employer match about $260,204 at 4% or $173,469 at 6%; with 100% employer match about $195,153 at 4% or $130,102 at 6%.
David L Lee M.D. Profit Sharing Plan-4$549,192$46,587$11,647iApproximate average salary by contribution assumption: employee only about $291,169 at 4% or $194,113 at 6%; with 50% employer match about $194,113 at 4% or $129,408 at 6%; with 100% employer match about $145,584 at 4% or $97,056 at 6%.
David L Lee MD Money Purchase Pension Plan-4$242,944$15,862$3,966iApproximate average salary by contribution assumption: employee only about $99,138 at 4% or $66,092 at 6%; with 50% employer match about $66,092 at 4% or $44,061 at 6%; with 100% employer match about $49,569 at 4% or $33,046 at 6%.
200123$894,785$50,450$16,817iApproximate average salary by contribution assumption: employee only about $420,417 at 4% or $280,278 at 6%; with 50% employer match about $280,278 at 4% or $186,852 at 6%; with 100% employer match about $210,208 at 4% or $140,139 at 6%.
David L Lee M.D. Profit Sharing Plan-3$611,668$37,214$12,405iApproximate average salary by contribution assumption: employee only about $310,117 at 4% or $206,744 at 6%; with 50% employer match about $206,744 at 4% or $137,830 at 6%; with 100% employer match about $155,058 at 4% or $103,372 at 6%.
David L Lee MD Money Purchase Pension Plan-3$283,117$13,236$4,412iApproximate average salary by contribution assumption: employee only about $110,300 at 4% or $73,533 at 6%; with 50% employer match about $73,533 at 4% or $49,022 at 6%; with 100% employer match about $55,150 at 4% or $36,767 at 6%.
200022$961,087$36,968$18,484iApproximate average salary by contribution assumption: employee only about $462,100 at 4% or $308,067 at 6%; with 50% employer match about $308,067 at 4% or $205,378 at 6%; with 100% employer match about $231,050 at 4% or $154,033 at 6%.
David L Lee M.D. Profit Sharing Plan-2$646,315$27,110$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
David L Lee MD Money Purchase Pension Plan-2$314,772$9,858$4,929iApproximate average salary by contribution assumption: employee only about $123,225 at 4% or $82,150 at 6%; with 50% employer match about $82,150 at 4% or $54,767 at 6%; with 100% employer match about $61,613 at 4% or $41,075 at 6%.
199922$986,792$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
David L Lee M.D. Profit Sharing Plan-2$664,712$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
David L Lee MD Money Purchase Pension Plan-0$322,080--