Civic Intelligence

Edward M. Lee, M.D.

Plan context: Edward M. Lee, M.D. Profit Sharing Plan

EIN 75-1216824 • Waco, TX • 16 filings • 2 plans

3115 Pine Street Ste 308Waco, TX 76708
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$986,355

2009 Contributions

$30,019

Historical Graphs

Total Assets Over Time

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

$1,367,554$683,777$0199920042008YearValue
$986,355Latest year 2008

Participants Over Time

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

420199920042008YearValue
2Latest year 2008

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
200910$0$0-
Edward M. Lee, M.D. Profit Sharing Plan-0$0$0-
200812$986,355$0-
Edward M. Lee, M.D. Profit Sharing Plan-2$986,355--
200713$0$0-
Edward M. Lee, M.D. Profit Sharing Plan-3---
200613$1,367,554$0-
Edward M. Lee, M.D. Profit Sharing Plan-3$1,367,554--
200513$1,202,062$0-
Edward M. Lee, M.D. Profit Sharing Plan-3$1,202,062--
200413$1,165,741$30,019$10,006iApproximate average salary by contribution assumption: employee only about $250,158 at 4% or $166,772 at 6%; with 50% employer match about $166,772 at 4% or $111,181 at 6%; with 100% employer match about $125,079 at 4% or $83,386 at 6%.
Edward M. Lee, M.D. Profit Sharing Plan-3$1,165,741$30,019$10,006iApproximate average salary by contribution assumption: employee only about $250,158 at 4% or $166,772 at 6%; with 50% employer match about $166,772 at 4% or $111,181 at 6%; with 100% employer match about $125,079 at 4% or $83,386 at 6%.
200323$1,028,072$138,924$46,308iApproximate average salary by contribution assumption: employee only about $1,157,700 at 4% or $771,800 at 6%; with 50% employer match about $771,800 at 4% or $514,533 at 6%; with 100% employer match about $578,850 at 4% or $385,900 at 6%.
Edward M. Lee, M.D. Profit Sharing Plan-3$1,028,072$138,924$46,308iApproximate average salary by contribution assumption: employee only about $1,157,700 at 4% or $771,800 at 6%; with 50% employer match about $771,800 at 4% or $514,533 at 6%; with 100% employer match about $578,850 at 4% or $385,900 at 6%.
Edward M. Lee, M.D. Money Purchase Pension Plan-0---
200224$0$0-
Edward M. Lee, M.D. Profit Sharing Plan-4---
Edward M. Lee, M.D. Money Purchase Pension Plan-4---
200124$0$0-
Edward M. Lee, M.D. Profit Sharing Plan-4---
Edward M. Lee, M.D. Money Purchase Pension Plan-4---
200024$990,402$41,792$10,448iApproximate average salary by contribution assumption: employee only about $261,200 at 4% or $174,133 at 6%; with 50% employer match about $174,133 at 4% or $116,089 at 6%; with 100% employer match about $130,600 at 4% or $87,067 at 6%.
Edward M. Lee, M.D. Profit Sharing Plan-4$894,477$31,301$7,825iApproximate average salary by contribution assumption: employee only about $195,631 at 4% or $130,421 at 6%; with 50% employer match about $130,421 at 4% or $86,947 at 6%; with 100% employer match about $97,816 at 4% or $65,210 at 6%.
Edward M. Lee, M.D. Money Purchase Pension Plan-4$95,925$10,491$2,623iApproximate average salary by contribution assumption: employee only about $65,569 at 4% or $43,713 at 6%; with 50% employer match about $43,713 at 4% or $29,142 at 6%; with 100% employer match about $32,784 at 4% or $21,856 at 6%.
199924$1,037,606$40,605$10,151iApproximate average salary by contribution assumption: employee only about $253,781 at 4% or $169,188 at 6%; with 50% employer match about $169,188 at 4% or $112,792 at 6%; with 100% employer match about $126,891 at 4% or $84,594 at 6%.
Edward M. Lee, M.D. Profit Sharing Plan-4$946,726$30,454$7,614iApproximate average salary by contribution assumption: employee only about $190,338 at 4% or $126,892 at 6%; with 50% employer match about $126,892 at 4% or $84,594 at 6%; with 100% employer match about $95,169 at 4% or $63,446 at 6%.
Edward M. Lee, M.D. Money Purchase Pension Plan-4$90,880$10,151$2,538iApproximate average salary by contribution assumption: employee only about $63,444 at 4% or $42,296 at 6%; with 50% employer match about $42,296 at 4% or $28,197 at 6%; with 100% employer match about $31,722 at 4% or $21,148 at 6%.