Civic Intelligence

Steven M. Lee PC.

Plan context: Steven M. Lee PC. 401K Profit Sharing Plan

EIN 74-2114599 • Houston, TX • 38 filings • 3 plans

5815 Gulf Freeway Ste 300Houston, TX 77023
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$2,903,391

2024 Contributions

$130,468

Historical Graphs

Total Assets Over Time

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

$7,581,349$3,790,675$0199920132024YearValue
$2,903,391Latest year 2024

Participants Over Time

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

38190199920122024YearValue
25Latest 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
2024125$2,903,391$130,468$5,219iApproximate average salary by contribution assumption: employee only about $130,468 at 4% or $86,979 at 6%; with 50% employer match about $86,979 at 4% or $57,986 at 6%; with 100% employer match about $65,234 at 4% or $43,489 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-25$2,903,391$130,468$5,219iApproximate average salary by contribution assumption: employee only about $130,468 at 4% or $86,979 at 6%; with 50% employer match about $86,979 at 4% or $57,986 at 6%; with 100% employer match about $65,234 at 4% or $43,489 at 6%.
2023125$2,452,236$83,462$3,338iApproximate average salary by contribution assumption: employee only about $83,462 at 4% or $55,641 at 6%; with 50% employer match about $55,641 at 4% or $37,094 at 6%; with 100% employer match about $41,731 at 4% or $27,821 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-25$2,452,236$83,462$3,338iApproximate average salary by contribution assumption: employee only about $83,462 at 4% or $55,641 at 6%; with 50% employer match about $55,641 at 4% or $37,094 at 6%; with 100% employer match about $41,731 at 4% or $27,821 at 6%.
2022122$2,131,903$313,130$14,233iApproximate average salary by contribution assumption: employee only about $355,830 at 4% or $237,220 at 6%; with 50% employer match about $237,220 at 4% or $158,146 at 6%; with 100% employer match about $177,915 at 4% or $118,610 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-22$2,131,903$313,130$14,233iApproximate average salary by contribution assumption: employee only about $355,830 at 4% or $237,220 at 6%; with 50% employer match about $237,220 at 4% or $158,146 at 6%; with 100% employer match about $177,915 at 4% or $118,610 at 6%.
2021218$2,052,409$186,821$10,379iApproximate average salary by contribution assumption: employee only about $259,474 at 4% or $172,982 at 6%; with 50% employer match about $172,982 at 4% or $115,322 at 6%; with 100% employer match about $129,737 at 4% or $86,491 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-18$2,052,409$186,821$10,379iApproximate average salary by contribution assumption: employee only about $259,474 at 4% or $172,982 at 6%; with 50% employer match about $172,982 at 4% or $115,322 at 6%; with 100% employer match about $129,737 at 4% or $86,491 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-0$0$0-
2020229$7,581,349$224,753$7,750iApproximate average salary by contribution assumption: employee only about $193,753 at 4% or $129,168 at 6%; with 50% employer match about $129,168 at 4% or $86,112 at 6%; with 100% employer match about $96,876 at 4% or $64,584 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-28$3,886,102$224,753$8,027iApproximate average salary by contribution assumption: employee only about $200,672 at 4% or $133,782 at 6%; with 50% employer match about $133,782 at 4% or $89,188 at 6%; with 100% employer match about $100,336 at 4% or $66,891 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-29$3,695,247$0-
2019238$6,241,210$317,035$8,343iApproximate average salary by contribution assumption: employee only about $208,576 at 4% or $139,050 at 6%; with 50% employer match about $139,050 at 4% or $92,700 at 6%; with 100% employer match about $104,288 at 4% or $69,525 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-28$3,155,846$88,343$3,155iApproximate average salary by contribution assumption: employee only about $78,878 at 4% or $52,585 at 6%; with 50% employer match about $52,585 at 4% or $35,057 at 6%; with 100% employer match about $39,439 at 4% or $26,293 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-38$3,085,364$228,692$6,018iApproximate average salary by contribution assumption: employee only about $150,455 at 4% or $100,304 at 6%; with 50% employer match about $100,304 at 4% or $66,869 at 6%; with 100% employer match about $75,228 at 4% or $50,152 at 6%.
2018238$4,810,039$288,150$7,583iApproximate average salary by contribution assumption: employee only about $189,572 at 4% or $126,382 at 6%; with 50% employer match about $126,382 at 4% or $84,254 at 6%; with 100% employer match about $94,786 at 4% or $63,191 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-38$2,415,103$186,707$4,913iApproximate average salary by contribution assumption: employee only about $122,834 at 4% or $81,889 at 6%; with 50% employer match about $81,889 at 4% or $54,593 at 6%; with 100% employer match about $61,417 at 4% or $40,945 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-26$2,394,936$101,443$3,902iApproximate average salary by contribution assumption: employee only about $97,541 at 4% or $65,028 at 6%; with 50% employer match about $65,028 at 4% or $43,352 at 6%; with 100% employer match about $48,771 at 4% or $32,514 at 6%.
2017236$4,796,623$487,700$13,547iApproximate average salary by contribution assumption: employee only about $338,681 at 4% or $225,787 at 6%; with 50% employer match about $225,787 at 4% or $150,525 at 6%; with 100% employer match about $169,340 at 4% or $112,894 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-36$2,422,367$199,517$5,542iApproximate average salary by contribution assumption: employee only about $138,553 at 4% or $92,369 at 6%; with 50% employer match about $92,369 at 4% or $61,579 at 6%; with 100% employer match about $69,277 at 4% or $46,184 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-26$2,374,256$288,183$11,084iApproximate average salary by contribution assumption: employee only about $277,099 at 4% or $184,733 at 6%; with 50% employer match about $184,733 at 4% or $123,155 at 6%; with 100% employer match about $138,550 at 4% or $92,366 at 6%.
2016235$3,754,503$496,496$14,186iApproximate average salary by contribution assumption: employee only about $354,640 at 4% or $236,427 at 6%; with 50% employer match about $236,427 at 4% or $157,618 at 6%; with 100% employer match about $177,320 at 4% or $118,213 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-35$1,973,366$196,496$5,614iApproximate average salary by contribution assumption: employee only about $140,354 at 4% or $93,570 at 6%; with 50% employer match about $93,570 at 4% or $62,380 at 6%; with 100% employer match about $70,177 at 4% or $46,785 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-24$1,781,137$300,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2015230$3,022,881$307,372$10,246iApproximate average salary by contribution assumption: employee only about $256,143 at 4% or $170,762 at 6%; with 50% employer match about $170,762 at 4% or $113,841 at 6%; with 100% employer match about $128,072 at 4% or $85,381 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-30$1,638,413$127,372$4,246iApproximate average salary by contribution assumption: employee only about $106,143 at 4% or $70,762 at 6%; with 50% employer match about $70,762 at 4% or $47,175 at 6%; with 100% employer match about $53,072 at 4% or $35,381 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-23$1,384,468$180,000$7,826iApproximate average salary by contribution assumption: employee only about $195,652 at 4% or $130,435 at 6%; with 50% employer match about $130,435 at 4% or $86,957 at 6%; with 100% employer match about $97,826 at 4% or $65,217 at 6%.
2014236$2,893,245$361,745$10,048iApproximate average salary by contribution assumption: employee only about $251,212 at 4% or $167,475 at 6%; with 50% employer match about $167,475 at 4% or $111,650 at 6%; with 100% employer match about $125,606 at 4% or $83,737 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-36$1,653,302$149,342$4,148iApproximate average salary by contribution assumption: employee only about $103,710 at 4% or $69,140 at 6%; with 50% employer match about $69,140 at 4% or $46,093 at 6%; with 100% employer match about $51,855 at 4% or $34,570 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-19$1,239,943$212,403$11,179iApproximate average salary by contribution assumption: employee only about $279,478 at 4% or $186,318 at 6%; with 50% employer match about $186,318 at 4% or $124,212 at 6%; with 100% employer match about $139,739 at 4% or $93,159 at 6%.
2013229$2,308,470$372,890$12,858iApproximate average salary by contribution assumption: employee only about $321,457 at 4% or $214,305 at 6%; with 50% employer match about $214,305 at 4% or $142,870 at 6%; with 100% employer match about $160,728 at 4% or $107,152 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-29$1,346,010$161,250$5,560iApproximate average salary by contribution assumption: employee only about $139,009 at 4% or $92,672 at 6%; with 50% employer match about $92,672 at 4% or $61,782 at 6%; with 100% employer match about $69,504 at 4% or $46,336 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-18$962,460$211,640$11,758iApproximate average salary by contribution assumption: employee only about $293,944 at 4% or $195,963 at 6%; with 50% employer match about $195,963 at 4% or $130,642 at 6%; with 100% employer match about $146,972 at 4% or $97,981 at 6%.
2012230$1,776,520$442,000$14,733iApproximate average salary by contribution assumption: employee only about $368,333 at 4% or $245,556 at 6%; with 50% employer match about $245,556 at 4% or $163,704 at 6%; with 100% employer match about $184,167 at 4% or $122,778 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-30$1,092,075$171,000$5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-14$684,445$271,000$19,357iApproximate average salary by contribution assumption: employee only about $483,929 at 4% or $322,619 at 6%; with 50% employer match about $322,619 at 4% or $215,079 at 6%; with 100% employer match about $241,964 at 4% or $161,310 at 6%.
2011231$1,371,369$362,722$11,701iApproximate average salary by contribution assumption: employee only about $292,518 at 4% or $195,012 at 6%; with 50% employer match about $195,012 at 4% or $130,008 at 6%; with 100% employer match about $146,259 at 4% or $97,506 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-31$974,587$147,150$4,747iApproximate average salary by contribution assumption: employee only about $118,669 at 4% or $79,113 at 6%; with 50% employer match about $79,113 at 4% or $52,742 at 6%; with 100% employer match about $59,335 at 4% or $39,556 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-9$396,782$215,572$23,952iApproximate average salary by contribution assumption: employee only about $598,811 at 4% or $399,207 at 6%; with 50% employer match about $399,207 at 4% or $266,138 at 6%; with 100% employer match about $299,406 at 4% or $199,604 at 6%.
2010231$938,039$323,631$10,440iApproximate average salary by contribution assumption: employee only about $260,993 at 4% or $173,995 at 6%; with 50% employer match about $173,995 at 4% or $115,997 at 6%; with 100% employer match about $130,496 at 4% or $86,998 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-31$761,288$146,880$4,738iApproximate average salary by contribution assumption: employee only about $118,452 at 4% or $78,968 at 6%; with 50% employer match about $78,968 at 4% or $52,645 at 6%; with 100% employer match about $59,226 at 4% or $39,484 at 6%.
STEVEN M. LEE, P.C. PENSION PLAN-7$176,751$176,751$25,250iApproximate average salary by contribution assumption: employee only about $631,254 at 4% or $420,836 at 6%; with 50% employer match about $420,836 at 4% or $280,557 at 6%; with 100% employer match about $315,627 at 4% or $210,418 at 6%.
2009130$733,945$121,979$4,066iApproximate average salary by contribution assumption: employee only about $101,649 at 4% or $67,766 at 6%; with 50% employer match about $67,766 at 4% or $45,177 at 6%; with 100% employer match about $50,825 at 4% or $33,883 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-30$733,945$121,979$4,066iApproximate average salary by contribution assumption: employee only about $101,649 at 4% or $67,766 at 6%; with 50% employer match about $67,766 at 4% or $45,177 at 6%; with 100% employer match about $50,825 at 4% or $33,883 at 6%.
200819$0$0-
Steven M. Lee PC. 401K Profit Sharing Plan-9---
2007112$0$0-
Steven M. Lee PC. 401K Profit Sharing Plan-12---
2006113$1,803,280$35,342$2,719iApproximate average salary by contribution assumption: employee only about $67,965 at 4% or $45,310 at 6%; with 50% employer match about $45,310 at 4% or $30,207 at 6%; with 100% employer match about $33,983 at 4% or $22,655 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-13$1,803,280$35,342$2,719iApproximate average salary by contribution assumption: employee only about $67,965 at 4% or $45,310 at 6%; with 50% employer match about $45,310 at 4% or $30,207 at 6%; with 100% employer match about $33,983 at 4% or $22,655 at 6%.
2005114$1,832,844$111,266$7,948iApproximate average salary by contribution assumption: employee only about $198,689 at 4% or $132,460 at 6%; with 50% employer match about $132,460 at 4% or $88,306 at 6%; with 100% employer match about $99,345 at 4% or $66,230 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-14$1,832,844$111,266$7,948iApproximate average salary by contribution assumption: employee only about $198,689 at 4% or $132,460 at 6%; with 50% employer match about $132,460 at 4% or $88,306 at 6%; with 100% employer match about $99,345 at 4% or $66,230 at 6%.
2004116$1,722,278$125,290$7,831iApproximate average salary by contribution assumption: employee only about $195,766 at 4% or $130,510 at 6%; with 50% employer match about $130,510 at 4% or $87,007 at 6%; with 100% employer match about $97,883 at 4% or $65,255 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-16$1,722,278$125,290$7,831iApproximate average salary by contribution assumption: employee only about $195,766 at 4% or $130,510 at 6%; with 50% employer match about $130,510 at 4% or $87,007 at 6%; with 100% employer match about $97,883 at 4% or $65,255 at 6%.
2003114$1,574,464$147,031$10,502iApproximate average salary by contribution assumption: employee only about $262,555 at 4% or $175,037 at 6%; with 50% employer match about $175,037 at 4% or $116,691 at 6%; with 100% employer match about $131,278 at 4% or $87,518 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-14$1,574,464$147,031$10,502iApproximate average salary by contribution assumption: employee only about $262,555 at 4% or $175,037 at 6%; with 50% employer match about $175,037 at 4% or $116,691 at 6%; with 100% employer match about $131,278 at 4% or $87,518 at 6%.
2002117$1,120,735$128,524$7,560iApproximate average salary by contribution assumption: employee only about $189,006 at 4% or $126,004 at 6%; with 50% employer match about $126,004 at 4% or $84,003 at 6%; with 100% employer match about $94,503 at 4% or $63,002 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-17$1,120,735$128,524$7,560iApproximate average salary by contribution assumption: employee only about $189,006 at 4% or $126,004 at 6%; with 50% employer match about $126,004 at 4% or $84,003 at 6%; with 100% employer match about $94,503 at 4% or $63,002 at 6%.
2001113$0$0-
Steven M. Lee PC. 401K Profit Sharing Plan-13---
2000111$1,348,973$91,007$8,273iApproximate average salary by contribution assumption: employee only about $206,834 at 4% or $137,889 at 6%; with 50% employer match about $137,889 at 4% or $91,926 at 6%; with 100% employer match about $103,417 at 4% or $68,945 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-11$1,348,973$91,007$8,273iApproximate average salary by contribution assumption: employee only about $206,834 at 4% or $137,889 at 6%; with 50% employer match about $137,889 at 4% or $91,926 at 6%; with 100% employer match about $103,417 at 4% or $68,945 at 6%.
199919$1,495,754$70,959$7,884iApproximate average salary by contribution assumption: employee only about $197,108 at 4% or $131,406 at 6%; with 50% employer match about $131,406 at 4% or $87,604 at 6%; with 100% employer match about $98,554 at 4% or $65,703 at 6%.
Steven M. Lee PC. 401K Profit Sharing Plan-9$1,495,754$70,959$7,884iApproximate average salary by contribution assumption: employee only about $197,108 at 4% or $131,406 at 6%; with 50% employer match about $131,406 at 4% or $87,604 at 6%; with 100% employer match about $98,554 at 4% or $65,703 at 6%.