Civic Intelligence

Mary M. Lee, P.C.

Plan context: Mary M. Lee PC. Savings and Profit Sharing Plan

EIN 73-1553673 • Edmond, OK • 14 filings • 1 plans

1300 East 9th Street, Suite 4Edmond, OK 73034
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$259,325

2020 Contributions

$25,784

Historical Graphs

Total Assets Over Time

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

$259,325$129,663$0200720132019YearValue
$259,325Latest year 2019

Participants Over Time

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

210200720132019YearValue
2Latest year 2019

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
202010$0$0-
Mary M. Lee PC. Savings and Profit Sharing Plan-0$0--
201912$259,325$25,784$12,892iApproximate average salary by contribution assumption: employee only about $322,300 at 4% or $214,867 at 6%; with 50% employer match about $214,867 at 4% or $143,244 at 6%; with 100% employer match about $161,150 at 4% or $107,433 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$259,325$25,784$12,892iApproximate average salary by contribution assumption: employee only about $322,300 at 4% or $214,867 at 6%; with 50% employer match about $214,867 at 4% or $143,244 at 6%; with 100% employer match about $161,150 at 4% or $107,433 at 6%.
201812$205,928$30,816$15,408iApproximate average salary by contribution assumption: employee only about $385,200 at 4% or $256,800 at 6%; with 50% employer match about $256,800 at 4% or $171,200 at 6%; with 100% employer match about $192,600 at 4% or $128,400 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$205,928$30,816$15,408iApproximate average salary by contribution assumption: employee only about $385,200 at 4% or $256,800 at 6%; with 50% employer match about $256,800 at 4% or $171,200 at 6%; with 100% employer match about $192,600 at 4% or $128,400 at 6%.
201712$205,407$31,461$15,731iApproximate average salary by contribution assumption: employee only about $393,263 at 4% or $262,175 at 6%; with 50% employer match about $262,175 at 4% or $174,783 at 6%; with 100% employer match about $196,631 at 4% or $131,088 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$205,407$31,461$15,731iApproximate average salary by contribution assumption: employee only about $393,263 at 4% or $262,175 at 6%; with 50% employer match about $262,175 at 4% or $174,783 at 6%; with 100% employer match about $196,631 at 4% or $131,088 at 6%.
201612$192,912$33,539$16,770iApproximate average salary by contribution assumption: employee only about $419,238 at 4% or $279,492 at 6%; with 50% employer match about $279,492 at 4% or $186,328 at 6%; with 100% employer match about $209,619 at 4% or $139,746 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$192,912$33,539$16,770iApproximate average salary by contribution assumption: employee only about $419,238 at 4% or $279,492 at 6%; with 50% employer match about $279,492 at 4% or $186,328 at 6%; with 100% employer match about $209,619 at 4% or $139,746 at 6%.
201512$155,266$33,052$16,526iApproximate average salary by contribution assumption: employee only about $413,150 at 4% or $275,433 at 6%; with 50% employer match about $275,433 at 4% or $183,622 at 6%; with 100% employer match about $206,575 at 4% or $137,717 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$155,266$33,052$16,526iApproximate average salary by contribution assumption: employee only about $413,150 at 4% or $275,433 at 6%; with 50% employer match about $275,433 at 4% or $183,622 at 6%; with 100% employer match about $206,575 at 4% or $137,717 at 6%.
201412$142,802$31,591$15,796iApproximate average salary by contribution assumption: employee only about $394,888 at 4% or $263,258 at 6%; with 50% employer match about $263,258 at 4% or $175,506 at 6%; with 100% employer match about $197,444 at 4% or $131,629 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$142,802$31,591$15,796iApproximate average salary by contribution assumption: employee only about $394,888 at 4% or $263,258 at 6%; with 50% employer match about $263,258 at 4% or $175,506 at 6%; with 100% employer match about $197,444 at 4% or $131,629 at 6%.
201311$156,274$29,038$29,038iApproximate average salary by contribution assumption: employee only about $725,950 at 4% or $483,967 at 6%; with 50% employer match about $483,967 at 4% or $322,644 at 6%; with 100% employer match about $362,975 at 4% or $241,983 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-1$156,274$29,038$29,038iApproximate average salary by contribution assumption: employee only about $725,950 at 4% or $483,967 at 6%; with 50% employer match about $483,967 at 4% or $322,644 at 6%; with 100% employer match about $362,975 at 4% or $241,983 at 6%.
201211$100,379$23,269$23,269iApproximate average salary by contribution assumption: employee only about $581,725 at 4% or $387,817 at 6%; with 50% employer match about $387,817 at 4% or $258,544 at 6%; with 100% employer match about $290,863 at 4% or $193,908 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-1$100,379$23,269$23,269iApproximate average salary by contribution assumption: employee only about $581,725 at 4% or $387,817 at 6%; with 50% employer match about $387,817 at 4% or $258,544 at 6%; with 100% employer match about $290,863 at 4% or $193,908 at 6%.
201112$73,476$17,616$8,808iApproximate average salary by contribution assumption: employee only about $220,200 at 4% or $146,800 at 6%; with 50% employer match about $146,800 at 4% or $97,867 at 6%; with 100% employer match about $110,100 at 4% or $73,400 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$73,476$17,616$8,808iApproximate average salary by contribution assumption: employee only about $220,200 at 4% or $146,800 at 6%; with 50% employer match about $146,800 at 4% or $97,867 at 6%; with 100% employer match about $110,100 at 4% or $73,400 at 6%.
201012$57,207$18,917$9,459iApproximate average salary by contribution assumption: employee only about $236,463 at 4% or $157,642 at 6%; with 50% employer match about $157,642 at 4% or $105,094 at 6%; with 100% employer match about $118,231 at 4% or $78,821 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$57,207$18,917$9,459iApproximate average salary by contribution assumption: employee only about $236,463 at 4% or $157,642 at 6%; with 50% employer match about $157,642 at 4% or $105,094 at 6%; with 100% employer match about $118,231 at 4% or $78,821 at 6%.
200911$33,370$5,763$5,763iApproximate average salary by contribution assumption: employee only about $144,075 at 4% or $96,050 at 6%; with 50% employer match about $96,050 at 4% or $64,033 at 6%; with 100% employer match about $72,038 at 4% or $48,025 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-1$33,370$5,763$5,763iApproximate average salary by contribution assumption: employee only about $144,075 at 4% or $96,050 at 6%; with 50% employer match about $96,050 at 4% or $64,033 at 6%; with 100% employer match about $72,038 at 4% or $48,025 at 6%.
200811$21,551$23,942$23,942iApproximate average salary by contribution assumption: employee only about $598,550 at 4% or $399,033 at 6%; with 50% employer match about $399,033 at 4% or $266,022 at 6%; with 100% employer match about $299,275 at 4% or $199,517 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-1$21,551$23,942$23,942iApproximate average salary by contribution assumption: employee only about $598,550 at 4% or $399,033 at 6%; with 50% employer match about $399,033 at 4% or $266,022 at 6%; with 100% employer match about $299,275 at 4% or $199,517 at 6%.
200712$6,626$6,760$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
Mary M. Lee PC. Savings and Profit Sharing Plan-2$6,626$6,760$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.