Civic Intelligence

James Yee, M.D.

Plan context: James Yee, M.D. S/E Profit Sharing Plan

EIN 68-0095753 • 8 filings • 6 plans

Current Snapshot

Latest Year

2002

2002 Participants

10

2002 Assets

$644,185

2002 Contributions

$101,766

Historical Graphs

Total Assets Over Time

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

$1,007,606$503,803$0199920002002YearValue
$644,185Latest year 2002

Participants Over Time

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

1050199920012002YearValue
10Latest year 2002

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
2002210$644,185$101,766$10,177iApproximate average salary by contribution assumption: employee only about $254,415 at 4% or $169,610 at 6%; with 50% employer match about $169,610 at 4% or $113,073 at 6%; with 100% employer match about $127,208 at 4% or $84,805 at 6%.
James Yee, M.D. S/E Profit Sharing Plan-10$322,137$50,883$5,088iApproximate average salary by contribution assumption: employee only about $127,208 at 4% or $84,805 at 6%; with 50% employer match about $84,805 at 4% or $56,537 at 6%; with 100% employer match about $63,604 at 4% or $42,403 at 6%.
James Yee, M.D. S/E Money Purchase Pension Plan-0$322,048$50,883-
200124$0$0-
James Yee, M.D. S/E Money Purchase Pension Plan-0---
James Yee, M.D. S/E Profit Sharing Plan-4---
200025$440,911$44,100$8,820iApproximate average salary by contribution assumption: employee only about $220,500 at 4% or $147,000 at 6%; with 50% employer match about $147,000 at 4% or $98,000 at 6%; with 100% employer match about $110,250 at 4% or $73,500 at 6%.
James Yee, M.D. S/E Profit Sharing Plan-5$383,026$30,950$6,190iApproximate average salary by contribution assumption: employee only about $154,750 at 4% or $103,167 at 6%; with 50% employer match about $103,167 at 4% or $68,778 at 6%; with 100% employer match about $77,375 at 4% or $51,583 at 6%.
James Yee, M.D. S/E Money Purchase Pension Plan-5$57,885$13,150$2,630iApproximate average salary by contribution assumption: employee only about $65,750 at 4% or $43,833 at 6%; with 50% employer match about $43,833 at 4% or $29,222 at 6%; with 100% employer match about $32,875 at 4% or $21,917 at 6%.
199925$1,007,606$47,159$9,432iApproximate average salary by contribution assumption: employee only about $235,795 at 4% or $157,197 at 6%; with 50% employer match about $157,197 at 4% or $104,798 at 6%; with 100% employer match about $117,897 at 4% or $78,598 at 6%.
James Yee, M.D. S/E Profit Sharing Plan-5$901,197$33,672$6,734iApproximate average salary by contribution assumption: employee only about $168,360 at 4% or $112,240 at 6%; with 50% employer match about $112,240 at 4% or $74,827 at 6%; with 100% employer match about $84,180 at 4% or $56,120 at 6%.
James Yee, M.D. S/E Money Purchase Pension Plan-5$106,409$13,487$2,697iApproximate average salary by contribution assumption: employee only about $67,435 at 4% or $44,957 at 6%; with 50% employer match about $44,957 at 4% or $29,971 at 6%; with 100% employer match about $33,718 at 4% or $22,478 at 6%.