Civic Intelligence

John S. Lee, MD, PC

Plan context: John S. Lee, MD PC 401(K) Profit Sharing Plan

EIN 71-0929017 • Beaverton, OR • 26 filings • 7 plans

4085 SW 109thSte 200Beaverton, OR 97005
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,891,593

2024 Contributions

$100,446

Historical Graphs

Total Assets Over Time

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

$1,891,593$945,797$0200320142024YearValue
$1,891,593Latest year 2024

Participants Over Time

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

1260200320142024YearValue
6Latest year 2024

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
202416$1,891,593$100,446$16,741iApproximate average salary by contribution assumption: employee only about $418,525 at 4% or $279,017 at 6%; with 50% employer match about $279,017 at 4% or $186,011 at 6%; with 100% employer match about $209,263 at 4% or $139,508 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-6$1,891,593$100,446$16,741iApproximate average salary by contribution assumption: employee only about $418,525 at 4% or $279,017 at 6%; with 50% employer match about $279,017 at 4% or $186,011 at 6%; with 100% employer match about $209,263 at 4% or $139,508 at 6%.
202315$1,676,843$108,334$21,667iApproximate average salary by contribution assumption: employee only about $541,670 at 4% or $361,113 at 6%; with 50% employer match about $361,113 at 4% or $240,742 at 6%; with 100% employer match about $270,835 at 4% or $180,557 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-5$1,676,843$108,334$21,667iApproximate average salary by contribution assumption: employee only about $541,670 at 4% or $361,113 at 6%; with 50% employer match about $361,113 at 4% or $240,742 at 6%; with 100% employer match about $270,835 at 4% or $180,557 at 6%.
202218$1,418,789$113,970$14,246iApproximate average salary by contribution assumption: employee only about $356,156 at 4% or $237,438 at 6%; with 50% employer match about $237,438 at 4% or $158,292 at 6%; with 100% employer match about $178,078 at 4% or $118,719 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-8$1,418,789$113,970$14,246iApproximate average salary by contribution assumption: employee only about $356,156 at 4% or $237,438 at 6%; with 50% employer match about $237,438 at 4% or $158,292 at 6%; with 100% employer match about $178,078 at 4% or $118,719 at 6%.
202119$1,612,398$104,511$11,612iApproximate average salary by contribution assumption: employee only about $290,308 at 4% or $193,539 at 6%; with 50% employer match about $193,539 at 4% or $129,026 at 6%; with 100% employer match about $145,154 at 4% or $96,769 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-9$1,612,398$104,511$11,612iApproximate average salary by contribution assumption: employee only about $290,308 at 4% or $193,539 at 6%; with 50% employer match about $193,539 at 4% or $129,026 at 6%; with 100% employer match about $145,154 at 4% or $96,769 at 6%.
202019$1,769,578$98,407$10,934iApproximate average salary by contribution assumption: employee only about $273,353 at 4% or $182,235 at 6%; with 50% employer match about $182,235 at 4% or $121,490 at 6%; with 100% employer match about $136,676 at 4% or $91,118 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-9$1,769,578$98,407$10,934iApproximate average salary by contribution assumption: employee only about $273,353 at 4% or $182,235 at 6%; with 50% employer match about $182,235 at 4% or $121,490 at 6%; with 100% employer match about $136,676 at 4% or $91,118 at 6%.
2019111$1,583,618$76,827$6,984iApproximate average salary by contribution assumption: employee only about $174,607 at 4% or $116,405 at 6%; with 50% employer match about $116,405 at 4% or $77,603 at 6%; with 100% employer match about $87,303 at 4% or $58,202 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-11$1,583,618$76,827$6,984iApproximate average salary by contribution assumption: employee only about $174,607 at 4% or $116,405 at 6%; with 50% employer match about $116,405 at 4% or $77,603 at 6%; with 100% employer match about $87,303 at 4% or $58,202 at 6%.
2018112$1,301,544$181,922$15,160iApproximate average salary by contribution assumption: employee only about $379,004 at 4% or $252,669 at 6%; with 50% employer match about $252,669 at 4% or $168,446 at 6%; with 100% employer match about $189,502 at 4% or $126,335 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-12$1,301,544$181,922$15,160iApproximate average salary by contribution assumption: employee only about $379,004 at 4% or $252,669 at 6%; with 50% employer match about $252,669 at 4% or $168,446 at 6%; with 100% employer match about $189,502 at 4% or $126,335 at 6%.
201715$1,207,735$86,998$17,400iApproximate average salary by contribution assumption: employee only about $434,990 at 4% or $289,993 at 6%; with 50% employer match about $289,993 at 4% or $193,329 at 6%; with 100% employer match about $217,495 at 4% or $144,997 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-5$1,207,735$86,998$17,400iApproximate average salary by contribution assumption: employee only about $434,990 at 4% or $289,993 at 6%; with 50% employer match about $289,993 at 4% or $193,329 at 6%; with 100% employer match about $217,495 at 4% or $144,997 at 6%.
201614$983,316$90,364$22,591iApproximate average salary by contribution assumption: employee only about $564,775 at 4% or $376,517 at 6%; with 50% employer match about $376,517 at 4% or $251,011 at 6%; with 100% employer match about $282,388 at 4% or $188,258 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-4$983,316$90,364$22,591iApproximate average salary by contribution assumption: employee only about $564,775 at 4% or $376,517 at 6%; with 50% employer match about $376,517 at 4% or $251,011 at 6%; with 100% employer match about $282,388 at 4% or $188,258 at 6%.
201514$863,566$92,923$23,231iApproximate average salary by contribution assumption: employee only about $580,769 at 4% or $387,179 at 6%; with 50% employer match about $387,179 at 4% or $258,119 at 6%; with 100% employer match about $290,384 at 4% or $193,590 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-4$863,566$92,923$23,231iApproximate average salary by contribution assumption: employee only about $580,769 at 4% or $387,179 at 6%; with 50% employer match about $387,179 at 4% or $258,119 at 6%; with 100% employer match about $290,384 at 4% or $193,590 at 6%.
201413$807,227$78,951$26,317iApproximate average salary by contribution assumption: employee only about $657,925 at 4% or $438,617 at 6%; with 50% employer match about $438,617 at 4% or $292,411 at 6%; with 100% employer match about $328,963 at 4% or $219,308 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-3$807,227$78,951$26,317iApproximate average salary by contribution assumption: employee only about $657,925 at 4% or $438,617 at 6%; with 50% employer match about $438,617 at 4% or $292,411 at 6%; with 100% employer match about $328,963 at 4% or $219,308 at 6%.
201314$981,418$87,854$21,964iApproximate average salary by contribution assumption: employee only about $549,088 at 4% or $366,058 at 6%; with 50% employer match about $366,058 at 4% or $244,039 at 6%; with 100% employer match about $274,544 at 4% or $183,029 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-4$981,418$87,854$21,964iApproximate average salary by contribution assumption: employee only about $549,088 at 4% or $366,058 at 6%; with 50% employer match about $366,058 at 4% or $244,039 at 6%; with 100% employer match about $274,544 at 4% or $183,029 at 6%.
201215$814,541$75,559$15,112iApproximate average salary by contribution assumption: employee only about $377,795 at 4% or $251,863 at 6%; with 50% employer match about $251,863 at 4% or $167,909 at 6%; with 100% employer match about $188,898 at 4% or $125,932 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-5$814,541$75,559$15,112iApproximate average salary by contribution assumption: employee only about $377,795 at 4% or $251,863 at 6%; with 50% employer match about $251,863 at 4% or $167,909 at 6%; with 100% employer match about $188,898 at 4% or $125,932 at 6%.
201115$667,974$64,909$12,982iApproximate average salary by contribution assumption: employee only about $324,545 at 4% or $216,363 at 6%; with 50% employer match about $216,363 at 4% or $144,242 at 6%; with 100% employer match about $162,273 at 4% or $108,182 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-5$667,974$64,909$12,982iApproximate average salary by contribution assumption: employee only about $324,545 at 4% or $216,363 at 6%; with 50% employer match about $216,363 at 4% or $144,242 at 6%; with 100% employer match about $162,273 at 4% or $108,182 at 6%.
201014$634,363$69,265$17,316iApproximate average salary by contribution assumption: employee only about $432,906 at 4% or $288,604 at 6%; with 50% employer match about $288,604 at 4% or $192,403 at 6%; with 100% employer match about $216,453 at 4% or $144,302 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-4$634,363$69,265$17,316iApproximate average salary by contribution assumption: employee only about $432,906 at 4% or $288,604 at 6%; with 50% employer match about $288,604 at 4% or $192,403 at 6%; with 100% employer match about $216,453 at 4% or $144,302 at 6%.
200934$957,408$155,364$38,841iApproximate average salary by contribution assumption: employee only about $971,025 at 4% or $647,350 at 6%; with 50% employer match about $647,350 at 4% or $431,567 at 6%; with 100% employer match about $485,513 at 4% or $323,675 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-4$516,830$74,042$18,511iApproximate average salary by contribution assumption: employee only about $462,763 at 4% or $308,508 at 6%; with 50% employer match about $308,508 at 4% or $205,672 at 6%; with 100% employer match about $231,381 at 4% or $154,254 at 6%.
John S. Lee, MD PC 401(K) Profit Sharing Plan-4$440,578$81,322$20,331iApproximate average salary by contribution assumption: employee only about $508,263 at 4% or $338,842 at 6%; with 50% employer match about $338,842 at 4% or $225,894 at 6%; with 100% employer match about $254,131 at 4% or $169,421 at 6%.
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-0---
200814$440,578$81,322$20,331iApproximate average salary by contribution assumption: employee only about $508,263 at 4% or $338,842 at 6%; with 50% employer match about $338,842 at 4% or $225,894 at 6%; with 100% employer match about $254,131 at 4% or $169,421 at 6%.
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-4$440,578$81,322$20,331iApproximate average salary by contribution assumption: employee only about $508,263 at 4% or $338,842 at 6%; with 50% employer match about $338,842 at 4% or $225,894 at 6%; with 100% employer match about $254,131 at 4% or $169,421 at 6%.
200713$0$0-
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-3---
200624$643,807$270,796$67,699iApproximate average salary by contribution assumption: employee only about $1,692,475 at 4% or $1,128,317 at 6%; with 50% employer match about $1,128,317 at 4% or $752,211 at 6%; with 100% employer match about $846,238 at 4% or $564,158 at 6%.
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-4$392,825$225,997$56,499iApproximate average salary by contribution assumption: employee only about $1,412,481 at 4% or $941,654 at 6%; with 50% employer match about $941,654 at 4% or $627,769 at 6%; with 100% employer match about $706,241 at 4% or $470,827 at 6%.
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-3$250,982$44,799$14,933iApproximate average salary by contribution assumption: employee only about $373,325 at 4% or $248,883 at 6%; with 50% employer match about $248,883 at 4% or $165,922 at 6%; with 100% employer match about $186,663 at 4% or $124,442 at 6%.
200524$306,189$11,250$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-3$185,245--
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-4$120,944$11,250$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
200411$176,455$43,577$43,577iApproximate average salary by contribution assumption: employee only about $1,089,425 at 4% or $726,283 at 6%; with 50% employer match about $726,283 at 4% or $484,189 at 6%; with 100% employer match about $544,713 at 4% or $363,142 at 6%.
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-1$176,455$43,577$43,577iApproximate average salary by contribution assumption: employee only about $1,089,425 at 4% or $726,283 at 6%; with 50% employer match about $726,283 at 4% or $484,189 at 6%; with 100% employer match about $544,713 at 4% or $363,142 at 6%.
200312$121,117$65,495$32,748iApproximate average salary by contribution assumption: employee only about $818,688 at 4% or $545,792 at 6%; with 50% employer match about $545,792 at 4% or $363,861 at 6%; with 100% employer match about $409,344 at 4% or $272,896 at 6%.
John S Lee MD PC 401(K) Profit Sharing Plan & Trust-2$121,117$65,495$32,748iApproximate average salary by contribution assumption: employee only about $818,688 at 4% or $545,792 at 6%; with 50% employer match about $545,792 at 4% or $363,861 at 6%; with 100% employer match about $409,344 at 4% or $272,896 at 6%.