Civic Intelligence

John T. Lee, O.D., P.A.

Plan context: John T. Lee, O.D., P.A. Profit Sharing Plan

EIN 62-0896175 • Memphis, TN • 17 filings • 1 plans

5118 Park Avenue, Suite 101Memphis, TN 38117-5710
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$241,600

2015 Contributions

$35,270

Historical Graphs

Total Assets Over Time

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

$854,686$427,343$0199920102014YearValue
$241,600Latest year 2014

Participants Over Time

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

740199920072014YearValue
7Latest year 2014

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
201510$0$0-
John T. Lee, O.D., P.A. Profit Sharing Plan-0$0$0-
201417$241,600$35,270$5,039iApproximate average salary by contribution assumption: employee only about $125,964 at 4% or $83,976 at 6%; with 50% employer match about $83,976 at 4% or $55,984 at 6%; with 100% employer match about $62,982 at 4% or $41,988 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-7$241,600$35,270$5,039iApproximate average salary by contribution assumption: employee only about $125,964 at 4% or $83,976 at 6%; with 50% employer match about $83,976 at 4% or $55,984 at 6%; with 100% employer match about $62,982 at 4% or $41,988 at 6%.
201317$205,187$63,360$9,051iApproximate average salary by contribution assumption: employee only about $226,286 at 4% or $150,857 at 6%; with 50% employer match about $150,857 at 4% or $100,571 at 6%; with 100% employer match about $113,143 at 4% or $75,429 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-7$205,187$63,360$9,051iApproximate average salary by contribution assumption: employee only about $226,286 at 4% or $150,857 at 6%; with 50% employer match about $150,857 at 4% or $100,571 at 6%; with 100% employer match about $113,143 at 4% or $75,429 at 6%.
201215$799,230$25,267$5,053iApproximate average salary by contribution assumption: employee only about $126,335 at 4% or $84,223 at 6%; with 50% employer match about $84,223 at 4% or $56,149 at 6%; with 100% employer match about $63,167 at 4% or $42,112 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-5$799,230$25,267$5,053iApproximate average salary by contribution assumption: employee only about $126,335 at 4% or $84,223 at 6%; with 50% employer match about $84,223 at 4% or $56,149 at 6%; with 100% employer match about $63,167 at 4% or $42,112 at 6%.
201115$854,686$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-5$854,686$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201015$733,833$25,747$5,149iApproximate average salary by contribution assumption: employee only about $128,735 at 4% or $85,823 at 6%; with 50% employer match about $85,823 at 4% or $57,216 at 6%; with 100% employer match about $64,367 at 4% or $42,912 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-5$733,833$25,747$5,149iApproximate average salary by contribution assumption: employee only about $128,735 at 4% or $85,823 at 6%; with 50% employer match about $85,823 at 4% or $57,216 at 6%; with 100% employer match about $64,367 at 4% or $42,912 at 6%.
200916$733,595$30,885$5,148iApproximate average salary by contribution assumption: employee only about $128,688 at 4% or $85,792 at 6%; with 50% employer match about $85,792 at 4% or $57,194 at 6%; with 100% employer match about $64,344 at 4% or $42,896 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-6$733,595$30,885$5,148iApproximate average salary by contribution assumption: employee only about $128,688 at 4% or $85,792 at 6%; with 50% employer match about $85,792 at 4% or $57,194 at 6%; with 100% employer match about $64,344 at 4% or $42,896 at 6%.
200814$0$0-
John T. Lee, O.D., P.A. Profit Sharing Plan-4---
200713$0$0-
John T. Lee, O.D., P.A. Profit Sharing Plan-3---
200614$689,785$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-4$689,785$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200514$584,469$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-4$584,469$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200412$519,001$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-2$519,001$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200313$0$0-
John T. Lee, O.D., P.A. Profit Sharing Plan-3---
200213$0$0-
John T. Lee, O.D., P.A. Profit Sharing Plan-3---
200114$0$0-
John T. Lee, O.D., P.A. Profit Sharing Plan-4---
200014$0$0-
John T. Lee, O.D., P.A. Profit Sharing Plan-4---
199914$354,519$31,587$7,897iApproximate average salary by contribution assumption: employee only about $197,419 at 4% or $131,613 at 6%; with 50% employer match about $131,613 at 4% or $87,742 at 6%; with 100% employer match about $98,709 at 4% or $65,806 at 6%.
John T. Lee, O.D., P.A. Profit Sharing Plan-4$354,519$31,587$7,897iApproximate average salary by contribution assumption: employee only about $197,419 at 4% or $131,613 at 6%; with 50% employer match about $131,613 at 4% or $87,742 at 6%; with 100% employer match about $98,709 at 4% or $65,806 at 6%.