Civic Intelligence

Michael D Lesem MD Pa

Plan context: Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust

EIN 76-0285577 • Houston, TX • 11 filings • 3 plans

4306 Yoakum Blvd Ste 230Houston, TX 77006-5873
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,332,414

2024 Contributions

$294,407

Historical Graphs

Total Assets Over Time

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

$1,332,414$666,207$0201720212024YearValue
$1,332,414Latest year 2024

Participants Over Time

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

320201720212024YearValue
3Latest 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
202423$1,332,414$294,407$98,136iApproximate average salary by contribution assumption: employee only about $2,453,392 at 4% or $1,635,594 at 6%; with 50% employer match about $1,635,594 at 4% or $1,090,396 at 6%; with 100% employer match about $1,226,696 at 4% or $817,797 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-3$718,285$73,407$24,469iApproximate average salary by contribution assumption: employee only about $611,725 at 4% or $407,817 at 6%; with 50% employer match about $407,817 at 4% or $271,878 at 6%; with 100% employer match about $305,863 at 4% or $203,908 at 6%.
MICHAEL D LESEM, M.D., P.A. CASH BALANCE PLAN-3$614,129$221,000$73,667iApproximate average salary by contribution assumption: employee only about $1,841,667 at 4% or $1,227,778 at 6%; with 50% employer match about $1,227,778 at 4% or $818,519 at 6%; with 100% employer match about $920,833 at 4% or $613,889 at 6%.
202323$912,120$293,651$97,884iApproximate average salary by contribution assumption: employee only about $2,447,092 at 4% or $1,631,394 at 6%; with 50% employer match about $1,631,394 at 4% or $1,087,596 at 6%; with 100% employer match about $1,223,546 at 4% or $815,697 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-3$524,009$78,995$26,332iApproximate average salary by contribution assumption: employee only about $658,292 at 4% or $438,861 at 6%; with 50% employer match about $438,861 at 4% or $292,574 at 6%; with 100% employer match about $329,146 at 4% or $219,431 at 6%.
MICHAEL D LESEM, M.D., P.A. CASH BALANCE PLAN-3$388,111$214,656$71,552iApproximate average salary by contribution assumption: employee only about $1,788,800 at 4% or $1,192,533 at 6%; with 50% employer match about $1,192,533 at 4% or $795,022 at 6%; with 100% employer match about $894,400 at 4% or $596,267 at 6%.
202223$531,594$288,316$96,105iApproximate average salary by contribution assumption: employee only about $2,402,633 at 4% or $1,601,756 at 6%; with 50% employer match about $1,601,756 at 4% or $1,067,837 at 6%; with 100% employer match about $1,201,317 at 4% or $800,878 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-3$357,594$114,316$38,105iApproximate average salary by contribution assumption: employee only about $952,633 at 4% or $635,089 at 6%; with 50% employer match about $635,089 at 4% or $423,393 at 6%; with 100% employer match about $476,317 at 4% or $317,544 at 6%.
MICHAEL D LESEM, M.D., P.A. CASH BALANCE PLAN-3$174,000$174,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
202113$307,272$80,300$26,767iApproximate average salary by contribution assumption: employee only about $669,167 at 4% or $446,111 at 6%; with 50% employer match about $446,111 at 4% or $297,407 at 6%; with 100% employer match about $334,583 at 4% or $223,056 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-3$307,272$80,300$26,767iApproximate average salary by contribution assumption: employee only about $669,167 at 4% or $446,111 at 6%; with 50% employer match about $446,111 at 4% or $297,407 at 6%; with 100% employer match about $334,583 at 4% or $223,056 at 6%.
202012$170,237$53,413$26,707iApproximate average salary by contribution assumption: employee only about $667,663 at 4% or $445,108 at 6%; with 50% employer match about $445,108 at 4% or $296,739 at 6%; with 100% employer match about $333,831 at 4% or $222,554 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-2$170,237$53,413$26,707iApproximate average salary by contribution assumption: employee only about $667,663 at 4% or $445,108 at 6%; with 50% employer match about $445,108 at 4% or $296,739 at 6%; with 100% employer match about $333,831 at 4% or $222,554 at 6%.
201912$92,422$34,828$17,414iApproximate average salary by contribution assumption: employee only about $435,350 at 4% or $290,233 at 6%; with 50% employer match about $290,233 at 4% or $193,489 at 6%; with 100% employer match about $217,675 at 4% or $145,117 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-2$92,422$34,828$17,414iApproximate average salary by contribution assumption: employee only about $435,350 at 4% or $290,233 at 6%; with 50% employer match about $290,233 at 4% or $193,489 at 6%; with 100% employer match about $217,675 at 4% or $145,117 at 6%.
201812$41,846$28,434$14,217iApproximate average salary by contribution assumption: employee only about $355,425 at 4% or $236,950 at 6%; with 50% employer match about $236,950 at 4% or $157,967 at 6%; with 100% employer match about $177,713 at 4% or $118,475 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-2$41,846$28,434$14,217iApproximate average salary by contribution assumption: employee only about $355,425 at 4% or $236,950 at 6%; with 50% employer match about $236,950 at 4% or $157,967 at 6%; with 100% employer match about $177,713 at 4% or $118,475 at 6%.
201712$17,310$15,740$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,444 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.
Michael D Lesem MD Pa 401(K) Profit Sharing Plan & Trust-2$17,310$15,740$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,444 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.
Michael D Lesem MD Pa | EIN 76-0285577 | 2024 Form 5500 Company Profile