Civic Intelligence

Eugene W. Lee, M.D.

Plan context: Eugene W. Lee, M.D. S/E Target Benefit Pension Plan

EIN 68-0032273 • Sacramento, CA • 12 filings • 4 plans

5120 J Street Suite BSacramento, CA 95819-0000
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$1,462,707

2013 Contributions

$32,310

Historical Graphs

Total Assets Over Time

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

$1,462,707$731,354$0199920082012YearValue
$1,462,707Latest year 2012

Participants Over Time

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

210199920072012YearValue
2Latest 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$0-
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-0$0--
201212$1,462,707$32,310$16,155iApproximate average salary by contribution assumption: employee only about $403,875 at 4% or $269,250 at 6%; with 50% employer match about $269,250 at 4% or $179,500 at 6%; with 100% employer match about $201,938 at 4% or $134,625 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$1,462,707$32,310$16,155iApproximate average salary by contribution assumption: employee only about $403,875 at 4% or $269,250 at 6%; with 50% employer match about $269,250 at 4% or $179,500 at 6%; with 100% employer match about $201,938 at 4% or $134,625 at 6%.
201112$1,283,155$24,928$12,464iApproximate average salary by contribution assumption: employee only about $311,600 at 4% or $207,733 at 6%; with 50% employer match about $207,733 at 4% or $138,489 at 6%; with 100% employer match about $155,800 at 4% or $103,867 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$1,283,155$24,928$12,464iApproximate average salary by contribution assumption: employee only about $311,600 at 4% or $207,733 at 6%; with 50% employer match about $207,733 at 4% or $138,489 at 6%; with 100% employer match about $155,800 at 4% or $103,867 at 6%.
201012$1,251,967$24,549$12,275iApproximate average salary by contribution assumption: employee only about $306,863 at 4% or $204,575 at 6%; with 50% employer match about $204,575 at 4% or $136,383 at 6%; with 100% employer match about $153,431 at 4% or $102,288 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$1,251,967$24,549$12,275iApproximate average salary by contribution assumption: employee only about $306,863 at 4% or $204,575 at 6%; with 50% employer match about $204,575 at 4% or $136,383 at 6%; with 100% employer match about $153,431 at 4% or $102,288 at 6%.
200912$1,032,090$10,141$5,071iApproximate average salary by contribution assumption: employee only about $126,763 at 4% or $84,508 at 6%; with 50% employer match about $84,508 at 4% or $56,339 at 6%; with 100% employer match about $63,381 at 4% or $42,254 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$1,032,090$10,141$5,071iApproximate average salary by contribution assumption: employee only about $126,763 at 4% or $84,508 at 6%; with 50% employer match about $84,508 at 4% or $56,339 at 6%; with 100% employer match about $63,381 at 4% or $42,254 at 6%.
200812$777,170$20,366$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$777,170$20,366$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
200712$0$0-
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2---
200312$750,579$33,771$16,886iApproximate average salary by contribution assumption: employee only about $422,138 at 4% or $281,425 at 6%; with 50% employer match about $281,425 at 4% or $187,617 at 6%; with 100% employer match about $211,069 at 4% or $140,713 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$750,579$33,771$16,886iApproximate average salary by contribution assumption: employee only about $422,138 at 4% or $281,425 at 6%; with 50% employer match about $281,425 at 4% or $187,617 at 6%; with 100% employer match about $211,069 at 4% or $140,713 at 6%.
200212$651,575$36,395$18,198iApproximate average salary by contribution assumption: employee only about $454,938 at 4% or $303,292 at 6%; with 50% employer match about $303,292 at 4% or $202,194 at 6%; with 100% employer match about $227,469 at 4% or $151,646 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$651,575$36,395$18,198iApproximate average salary by contribution assumption: employee only about $454,938 at 4% or $303,292 at 6%; with 50% employer match about $303,292 at 4% or $202,194 at 6%; with 100% employer match about $227,469 at 4% or $151,646 at 6%.
200112$0$0-
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2---
200012$897,484$22,088$11,044iApproximate average salary by contribution assumption: employee only about $276,100 at 4% or $184,067 at 6%; with 50% employer match about $184,067 at 4% or $122,711 at 6%; with 100% employer match about $138,050 at 4% or $92,033 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$897,484$22,088$11,044iApproximate average salary by contribution assumption: employee only about $276,100 at 4% or $184,067 at 6%; with 50% employer match about $184,067 at 4% or $122,711 at 6%; with 100% employer match about $138,050 at 4% or $92,033 at 6%.
199912$862,470$13,593$6,797iApproximate average salary by contribution assumption: employee only about $169,913 at 4% or $113,275 at 6%; with 50% employer match about $113,275 at 4% or $75,517 at 6%; with 100% employer match about $84,956 at 4% or $56,638 at 6%.
Eugene W. Lee, M.D. S/E Target Benefit Pension Plan-2$862,470$13,593$6,797iApproximate average salary by contribution assumption: employee only about $169,913 at 4% or $113,275 at 6%; with 50% employer match about $113,275 at 4% or $75,517 at 6%; with 100% employer match about $84,956 at 4% or $56,638 at 6%.