Civic Intelligence

James S. Lee, M.D., Pa

Plan context: James S. Lee, M.D., Pa 401(K) Plan

EIN 75-2775798 • Carrollton, TX • 16 filings • 1 plans

1809 Golden Trail Court, Suite 220Carrollton, TX 75010
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,246,538

2024 Contributions

$60,637

Historical Graphs

Total Assets Over Time

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

$1,246,538$623,269$0200920172024YearValue
$1,246,538Latest year 2024

Participants Over Time

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

420200920172024YearValue
2Latest 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
202412$1,246,538$60,637$30,319iApproximate average salary by contribution assumption: employee only about $757,963 at 4% or $505,308 at 6%; with 50% employer match about $505,308 at 4% or $336,872 at 6%; with 100% employer match about $378,981 at 4% or $252,654 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-2$1,246,538$60,637$30,319iApproximate average salary by contribution assumption: employee only about $757,963 at 4% or $505,308 at 6%; with 50% employer match about $505,308 at 4% or $336,872 at 6%; with 100% employer match about $378,981 at 4% or $252,654 at 6%.
202313$1,028,598$59,642$19,881iApproximate average salary by contribution assumption: employee only about $497,017 at 4% or $331,344 at 6%; with 50% employer match about $331,344 at 4% or $220,896 at 6%; with 100% employer match about $248,508 at 4% or $165,672 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$1,028,598$59,642$19,881iApproximate average salary by contribution assumption: employee only about $497,017 at 4% or $331,344 at 6%; with 50% employer match about $331,344 at 4% or $220,896 at 6%; with 100% employer match about $248,508 at 4% or $165,672 at 6%.
202213$827,552$54,280$18,093iApproximate average salary by contribution assumption: employee only about $452,333 at 4% or $301,556 at 6%; with 50% employer match about $301,556 at 4% or $201,037 at 6%; with 100% employer match about $226,167 at 4% or $150,778 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$827,552$54,280$18,093iApproximate average salary by contribution assumption: employee only about $452,333 at 4% or $301,556 at 6%; with 50% employer match about $301,556 at 4% or $201,037 at 6%; with 100% employer match about $226,167 at 4% or $150,778 at 6%.
202113$907,852$47,455$15,818iApproximate average salary by contribution assumption: employee only about $395,458 at 4% or $263,639 at 6%; with 50% employer match about $263,639 at 4% or $175,759 at 6%; with 100% employer match about $197,729 at 4% or $131,819 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$907,852$47,455$15,818iApproximate average salary by contribution assumption: employee only about $395,458 at 4% or $263,639 at 6%; with 50% employer match about $263,639 at 4% or $175,759 at 6%; with 100% employer match about $197,729 at 4% or $131,819 at 6%.
202013$728,569$42,076$14,025iApproximate average salary by contribution assumption: employee only about $350,633 at 4% or $233,756 at 6%; with 50% employer match about $233,756 at 4% or $155,837 at 6%; with 100% employer match about $175,317 at 4% or $116,878 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$728,569$42,076$14,025iApproximate average salary by contribution assumption: employee only about $350,633 at 4% or $233,756 at 6%; with 50% employer match about $233,756 at 4% or $155,837 at 6%; with 100% employer match about $175,317 at 4% or $116,878 at 6%.
201913$612,409$42,355$14,118iApproximate average salary by contribution assumption: employee only about $352,958 at 4% or $235,306 at 6%; with 50% employer match about $235,306 at 4% or $156,870 at 6%; with 100% employer match about $176,479 at 4% or $117,653 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$612,409$42,355$14,118iApproximate average salary by contribution assumption: employee only about $352,958 at 4% or $235,306 at 6%; with 50% employer match about $235,306 at 4% or $156,870 at 6%; with 100% employer match about $176,479 at 4% or $117,653 at 6%.
201813$472,980$42,343$14,114iApproximate average salary by contribution assumption: employee only about $352,858 at 4% or $235,239 at 6%; with 50% employer match about $235,239 at 4% or $156,826 at 6%; with 100% employer match about $176,429 at 4% or $117,619 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$472,980$42,343$14,114iApproximate average salary by contribution assumption: employee only about $352,858 at 4% or $235,239 at 6%; with 50% employer match about $235,239 at 4% or $156,826 at 6%; with 100% employer match about $176,429 at 4% or $117,619 at 6%.
201713$467,836$42,240$14,080iApproximate average salary by contribution assumption: employee only about $352,000 at 4% or $234,667 at 6%; with 50% employer match about $234,667 at 4% or $156,444 at 6%; with 100% employer match about $176,000 at 4% or $117,333 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$467,836$42,240$14,080iApproximate average salary by contribution assumption: employee only about $352,000 at 4% or $234,667 at 6%; with 50% employer match about $234,667 at 4% or $156,444 at 6%; with 100% employer match about $176,000 at 4% or $117,333 at 6%.
201613$372,734$41,484$13,828iApproximate average salary by contribution assumption: employee only about $345,700 at 4% or $230,467 at 6%; with 50% employer match about $230,467 at 4% or $153,644 at 6%; with 100% employer match about $172,850 at 4% or $115,233 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$372,734$41,484$13,828iApproximate average salary by contribution assumption: employee only about $345,700 at 4% or $230,467 at 6%; with 50% employer match about $230,467 at 4% or $153,644 at 6%; with 100% employer match about $172,850 at 4% or $115,233 at 6%.
201513$299,604$41,420$13,807iApproximate average salary by contribution assumption: employee only about $345,167 at 4% or $230,111 at 6%; with 50% employer match about $230,111 at 4% or $153,407 at 6%; with 100% employer match about $172,583 at 4% or $115,056 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$299,604$41,420$13,807iApproximate average salary by contribution assumption: employee only about $345,167 at 4% or $230,111 at 6%; with 50% employer match about $230,111 at 4% or $153,407 at 6%; with 100% employer match about $172,583 at 4% or $115,056 at 6%.
201413$271,860$31,807$10,602iApproximate average salary by contribution assumption: employee only about $265,058 at 4% or $176,706 at 6%; with 50% employer match about $176,706 at 4% or $117,804 at 6%; with 100% employer match about $132,529 at 4% or $88,353 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$271,860$31,807$10,602iApproximate average salary by contribution assumption: employee only about $265,058 at 4% or $176,706 at 6%; with 50% employer match about $176,706 at 4% or $117,804 at 6%; with 100% employer match about $132,529 at 4% or $88,353 at 6%.
201313$229,622$18,253$6,084iApproximate average salary by contribution assumption: employee only about $152,108 at 4% or $101,406 at 6%; with 50% employer match about $101,406 at 4% or $67,604 at 6%; with 100% employer match about $76,054 at 4% or $50,703 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$229,622$18,253$6,084iApproximate average salary by contribution assumption: employee only about $152,108 at 4% or $101,406 at 6%; with 50% employer match about $101,406 at 4% or $67,604 at 6%; with 100% employer match about $76,054 at 4% or $50,703 at 6%.
201213$180,432$9,208$3,069iApproximate average salary by contribution assumption: employee only about $76,733 at 4% or $51,156 at 6%; with 50% employer match about $51,156 at 4% or $34,104 at 6%; with 100% employer match about $38,367 at 4% or $25,578 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$180,432$9,208$3,069iApproximate average salary by contribution assumption: employee only about $76,733 at 4% or $51,156 at 6%; with 50% employer match about $51,156 at 4% or $34,104 at 6%; with 100% employer match about $38,367 at 4% or $25,578 at 6%.
201113$154,825$11,955$3,985iApproximate average salary by contribution assumption: employee only about $99,625 at 4% or $66,417 at 6%; with 50% employer match about $66,417 at 4% or $44,278 at 6%; with 100% employer match about $49,813 at 4% or $33,208 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$154,825$11,955$3,985iApproximate average salary by contribution assumption: employee only about $99,625 at 4% or $66,417 at 6%; with 50% employer match about $66,417 at 4% or $44,278 at 6%; with 100% employer match about $49,813 at 4% or $33,208 at 6%.
201014$149,819$15,807$3,952iApproximate average salary by contribution assumption: employee only about $98,794 at 4% or $65,863 at 6%; with 50% employer match about $65,863 at 4% or $43,908 at 6%; with 100% employer match about $49,397 at 4% or $32,931 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-4$149,819$15,807$3,952iApproximate average salary by contribution assumption: employee only about $98,794 at 4% or $65,863 at 6%; with 50% employer match about $65,863 at 4% or $43,908 at 6%; with 100% employer match about $49,397 at 4% or $32,931 at 6%.
200913$123,498$110,786$36,929iApproximate average salary by contribution assumption: employee only about $923,217 at 4% or $615,478 at 6%; with 50% employer match about $615,478 at 4% or $410,319 at 6%; with 100% employer match about $461,608 at 4% or $307,739 at 6%.
James S. Lee, M.D., Pa 401(K) Plan-3$123,498$110,786$36,929iApproximate average salary by contribution assumption: employee only about $923,217 at 4% or $615,478 at 6%; with 50% employer match about $615,478 at 4% or $410,319 at 6%; with 100% employer match about $461,608 at 4% or $307,739 at 6%.