Civic Intelligence

John W. Lee, Jr., P.A.

Plan context: JOHN W. LEE, JR., P.A. PROFIT SHARING PLAN

EIN 64-0632790 • Hattiesburg, MS • 19 filings • 4 plans

119 Hardy StreetHattiesburg, MS 39401
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$207,593

2013 Contributions

$66,501

Historical Graphs

Total Assets Over Time

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

$1,965,020$982,510$0199920052012YearValue
$207,593Latest year 2012

Participants Over Time

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

630199920062012YearValue
6Latest year 2012

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
201310$0$66,501-
JOHN W. LEE, JR., P.A. PROFIT SHARING PLAN-0$0$66,501-
201216$207,593$64,500$10,750iApproximate average salary by contribution assumption: employee only about $268,750 at 4% or $179,167 at 6%; with 50% employer match about $179,167 at 4% or $119,444 at 6%; with 100% employer match about $134,375 at 4% or $89,583 at 6%.
JOHN W. LEE, JR., P.A. PROFIT SHARING PLAN-6$207,593$64,500$10,750iApproximate average salary by contribution assumption: employee only about $268,750 at 4% or $179,167 at 6%; with 50% employer match about $179,167 at 4% or $119,444 at 6%; with 100% employer match about $134,375 at 4% or $89,583 at 6%.
201116$144,540$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
JOHN W. LEE, JR., P.A. PROFIT SHARING PLAN-6$144,540$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
201026$78,952$52,570$8,762iApproximate average salary by contribution assumption: employee only about $219,042 at 4% or $146,028 at 6%; with 50% employer match about $146,028 at 4% or $97,352 at 6%; with 100% employer match about $109,521 at 4% or $73,014 at 6%.
JOHN W. LEE, JR., P.A. PROFIT SHARING PLAN-6$78,952$52,570$8,762iApproximate average salary by contribution assumption: employee only about $219,042 at 4% or $146,028 at 6%; with 50% employer match about $146,028 at 4% or $97,352 at 6%; with 100% employer match about $109,521 at 4% or $73,014 at 6%.
JOHN W. LEE, JR., P.A. DEFINED BENEFIT PENSION PLAN-0$0$0-
200926$1,676,927$179,529$29,922iApproximate average salary by contribution assumption: employee only about $748,038 at 4% or $498,692 at 6%; with 50% employer match about $498,692 at 4% or $332,461 at 6%; with 100% employer match about $374,019 at 4% or $249,346 at 6%.
JOHN W. LEE, JR., P.A. DEFINED BENEFIT PENSION PLAN-6$1,649,632$151,529$25,255iApproximate average salary by contribution assumption: employee only about $631,371 at 4% or $420,914 at 6%; with 50% employer match about $420,914 at 4% or $280,609 at 6%; with 100% employer match about $315,685 at 4% or $210,457 at 6%.
JOHN W. LEE, JR., P.A. PROFIT SHARING PLAN-6$27,295$28,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
200816$1,424,349$293,471$48,912iApproximate average salary by contribution assumption: employee only about $1,222,796 at 4% or $815,197 at 6%; with 50% employer match about $815,197 at 4% or $543,465 at 6%; with 100% employer match about $611,398 at 4% or $407,599 at 6%.
JOHN W. LEE, JR., P.A. DEFINED BENEFIT PENSION PLAN-6$1,424,349$293,471$48,912iApproximate average salary by contribution assumption: employee only about $1,222,796 at 4% or $815,197 at 6%; with 50% employer match about $815,197 at 4% or $543,465 at 6%; with 100% employer match about $611,398 at 4% or $407,599 at 6%.
200716$0$0-
JOHN W LEE, JR. P.A. DEFINED BENEFIT PENSION PLAN-6---
200616$833,309$210,599$35,100iApproximate average salary by contribution assumption: employee only about $877,496 at 4% or $584,997 at 6%; with 50% employer match about $584,997 at 4% or $389,998 at 6%; with 100% employer match about $438,748 at 4% or $292,499 at 6%.
JOHN W. LEE, JR., P.A. DEFINED BENEFIT PENSION PLAN-6$833,309$210,599$35,100iApproximate average salary by contribution assumption: employee only about $877,496 at 4% or $584,997 at 6%; with 50% employer match about $584,997 at 4% or $389,998 at 6%; with 100% employer match about $438,748 at 4% or $292,499 at 6%.
200516$569,862$187,461$31,244iApproximate average salary by contribution assumption: employee only about $781,088 at 4% or $520,725 at 6%; with 50% employer match about $520,725 at 4% or $347,150 at 6%; with 100% employer match about $390,544 at 4% or $260,363 at 6%.
JOHN W. LEE, JR., P.A. DEFINED BENEFIT PENSION PLAN-6$569,862$187,461$31,244iApproximate average salary by contribution assumption: employee only about $781,088 at 4% or $520,725 at 6%; with 50% employer match about $520,725 at 4% or $347,150 at 6%; with 100% employer match about $390,544 at 4% or $260,363 at 6%.
200425$368,125$191,415$38,283iApproximate average salary by contribution assumption: employee only about $957,075 at 4% or $638,050 at 6%; with 50% employer match about $638,050 at 4% or $425,367 at 6%; with 100% employer match about $478,538 at 4% or $319,025 at 6%.
JOHN W. LEE, JR., P.A. DEFINED BENEFIT PENSION PLAN-5$368,125$191,415$38,283iApproximate average salary by contribution assumption: employee only about $957,075 at 4% or $638,050 at 6%; with 50% employer match about $638,050 at 4% or $425,367 at 6%; with 100% employer match about $478,538 at 4% or $319,025 at 6%.
John W. Lee, Jr., P.A. Profit Sharing Plan-0---
200325$50,350$0-
John W. Lee, Jr., P.A. Profit Sharing Plan-5$50,350--
JOHN W. LEE, JR., P.A. DEFINED BENEFIT PENSION PLAN-5---
200215$1,103,070$52,715$10,543iApproximate average salary by contribution assumption: employee only about $263,575 at 4% or $175,717 at 6%; with 50% employer match about $175,717 at 4% or $117,144 at 6%; with 100% employer match about $131,788 at 4% or $87,858 at 6%.
John W. Lee, Jr., P.A. Profit Sharing Plan-5$1,103,070$52,715$10,543iApproximate average salary by contribution assumption: employee only about $263,575 at 4% or $175,717 at 6%; with 50% employer match about $175,717 at 4% or $117,144 at 6%; with 100% employer match about $131,788 at 4% or $87,858 at 6%.
200114$1,014,048$44,994$11,249iApproximate average salary by contribution assumption: employee only about $281,213 at 4% or $187,475 at 6%; with 50% employer match about $187,475 at 4% or $124,983 at 6%; with 100% employer match about $140,606 at 4% or $93,738 at 6%.
John W. Lee, Jr., P.A. Profit Sharing Plan-4$1,014,048$44,994$11,249iApproximate average salary by contribution assumption: employee only about $281,213 at 4% or $187,475 at 6%; with 50% employer match about $187,475 at 4% or $124,983 at 6%; with 100% employer match about $140,606 at 4% or $93,738 at 6%.
200014$1,565,057$44,095$11,024iApproximate average salary by contribution assumption: employee only about $275,594 at 4% or $183,729 at 6%; with 50% employer match about $183,729 at 4% or $122,486 at 6%; with 100% employer match about $137,797 at 4% or $91,865 at 6%.
John W. Lee, Jr., P.A. Profit Sharing Plan-4$1,565,057$44,095$11,024iApproximate average salary by contribution assumption: employee only about $275,594 at 4% or $183,729 at 6%; with 50% employer match about $183,729 at 4% or $122,486 at 6%; with 100% employer match about $137,797 at 4% or $91,865 at 6%.
199913$1,965,020$40,015$13,338iApproximate average salary by contribution assumption: employee only about $333,458 at 4% or $222,306 at 6%; with 50% employer match about $222,306 at 4% or $148,204 at 6%; with 100% employer match about $166,729 at 4% or $111,153 at 6%.
John W. Lee, Jr., P.A. Profit Sharing Plan-3$1,965,020$40,015$13,338iApproximate average salary by contribution assumption: employee only about $333,458 at 4% or $222,306 at 6%; with 50% employer match about $222,306 at 4% or $148,204 at 6%; with 100% employer match about $166,729 at 4% or $111,153 at 6%.