Civic Intelligence

H.S. Lee, M.D., P.A.

Plan context: H.S. Lee M.D. P.A. Profit Sharing Plan

EIN 63-0722257 • Haleyville, AL • 32 filings • 16 plans

PO Box 599Haleyville, AL 35565-0599
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$4,637

2020 Contributions

$24,440

Historical Graphs

Total Assets Over Time

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

$1,271,195$635,598$0199920102020YearValue
$4,637Latest year 2020

Participants Over Time

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

1580199920082020YearValue
2Latest year 2020

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
202032$4,637$0-
H.S. Lee M.D. P.A. Profit Sharing Plan-2$3,674$0-
H.S. Lee M.D. P.A. Profit Sharing Plan-2$963--
H.S. Lee M.D. P.A. Profit Sharing Plan-0$0--
201910$0$0-
H.S. Lee M.D. P.A. Profit Sharing Plan-0$0--
2016115$90,565$24,440$1,629iApproximate average salary by contribution assumption: employee only about $40,733 at 4% or $27,156 at 6%; with 50% employer match about $27,156 at 4% or $18,104 at 6%; with 100% employer match about $20,367 at 4% or $13,578 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-15$90,565$24,440$1,629iApproximate average salary by contribution assumption: employee only about $40,733 at 4% or $27,156 at 6%; with 50% employer match about $27,156 at 4% or $18,104 at 6%; with 100% employer match about $20,367 at 4% or $13,578 at 6%.
2015115$78,142$15,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-15$78,142$15,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
2014115$147,723$20,020$1,335iApproximate average salary by contribution assumption: employee only about $33,367 at 4% or $22,244 at 6%; with 50% employer match about $22,244 at 4% or $14,830 at 6%; with 100% employer match about $16,683 at 4% or $11,122 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-15$147,723$20,020$1,335iApproximate average salary by contribution assumption: employee only about $33,367 at 4% or $22,244 at 6%; with 50% employer match about $22,244 at 4% or $14,830 at 6%; with 100% employer match about $16,683 at 4% or $11,122 at 6%.
2013115$85,365$35,000$2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-15$85,365$35,000$2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%.
2012114$71,568$25,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-14$71,568$25,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
2011115$344,752$1,047,908$69,861iApproximate average salary by contribution assumption: employee only about $1,746,513 at 4% or $1,164,342 at 6%; with 50% employer match about $1,164,342 at 4% or $776,228 at 6%; with 100% employer match about $873,257 at 4% or $582,171 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-15$344,752$1,047,908$69,861iApproximate average salary by contribution assumption: employee only about $1,746,513 at 4% or $1,164,342 at 6%; with 50% employer match about $1,164,342 at 4% or $776,228 at 6%; with 100% employer match about $873,257 at 4% or $582,171 at 6%.
2010114$1,163,569$30,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-14$1,163,569$30,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
2009113$386,470$30,000$2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-13$386,470$30,000$2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%.
200815$420,927$30,200$6,040iApproximate average salary by contribution assumption: employee only about $151,000 at 4% or $100,667 at 6%; with 50% employer match about $100,667 at 4% or $67,111 at 6%; with 100% employer match about $75,500 at 4% or $50,333 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-5$420,927$30,200$6,040iApproximate average salary by contribution assumption: employee only about $151,000 at 4% or $100,667 at 6%; with 50% employer match about $100,667 at 4% or $67,111 at 6%; with 100% employer match about $75,500 at 4% or $50,333 at 6%.
200727$0$0-
H.S. Lee M.D. P.A. Profit Sharing Plan-7---
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-6---
200627$0$0-
H.S. Lee M.D. P.A. Profit Sharing Plan-7---
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-7---
200527$297,471$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-7$229,022--
H.S. Lee M.D. P.A. Profit Sharing Plan-7$68,449$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
200428$392,959$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-7$308,239--
H.S. Lee M.D. P.A. Profit Sharing Plan-8$84,720$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200328$833,140$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-5$658,725--
H.S. Lee M.D. P.A. Profit Sharing Plan-8$174,415$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200226$138,560$53,485$8,914iApproximate average salary by contribution assumption: employee only about $222,854 at 4% or $148,569 at 6%; with 50% employer match about $148,569 at 4% or $99,046 at 6%; with 100% employer match about $111,427 at 4% or $74,285 at 6%.
H.S. Lee M.D. P.A. Profit Sharing Plan-6$138,560$53,485$8,914iApproximate average salary by contribution assumption: employee only about $222,854 at 4% or $148,569 at 6%; with 50% employer match about $148,569 at 4% or $99,046 at 6%; with 100% employer match about $111,427 at 4% or $74,285 at 6%.
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-5---
200136$0$0-
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-5---
H.S. Lee M.D. P.A. Profit Sharing Plan-6---
H.S. Lee M.D. P.A. Profit Sharing Plan-6---
200026$0$0-
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-5---
H.S. Lee M.D. P.A. Profit Sharing Plan-6---
199927$1,271,195$34,566$4,938iApproximate average salary by contribution assumption: employee only about $123,450 at 4% or $82,300 at 6%; with 50% employer match about $82,300 at 4% or $54,867 at 6%; with 100% employer match about $61,725 at 4% or $41,150 at 6%.
H.S. Lee, M.D., P.A. Defined Benefit Pension Trust-7$1,192,894--
H.S. Lee M.D. P.A. Profit Sharing Plan-6$78,301$34,566$5,761iApproximate average salary by contribution assumption: employee only about $144,025 at 4% or $96,017 at 6%; with 50% employer match about $96,017 at 4% or $64,011 at 6%; with 100% employer match about $72,013 at 4% or $48,008 at 6%.