Civic Intelligence

Wai S. Lee, M.D.

Plan context: Wai S. Lee, M.D. Profit Sharing Plan

EIN 77-0150030 • Fresno, CA • 31 filings • 10 plans

855 E. Edgemont Dr.Fresno, CA 93720
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$5,256,537

2024 Contributions

$58,000

Historical Graphs

Total Assets Over Time

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

$5,256,537$2,628,269$0200320142024YearValue
$5,256,537Latest year 2024

Participants Over Time

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

530200020122024YearValue
1Latest 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
202411$5,256,537$0-
Wai S. Lee, M.D. Profit Sharing Plan-1$5,256,537--
202311$4,380,996$0-
Wai S. Lee, M.D. Profit Sharing Plan-1$4,380,996--
202211$3,117,590$58,000$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%.
Wai S. Lee, M.D. Profit Sharing Plan-1$3,117,590$58,000$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%.
202111$4,650,956$58,000$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%.
Wai S. Lee, M.D. Profit Sharing Plan-1$4,650,956$58,000$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%.
202011$3,664,629$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-1$3,664,629$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
201911$2,540,065$56,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-1$2,540,065$56,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
201811$2,089,597$0-
Wai S. Lee, M.D. Profit Sharing Plan-1$2,089,597--
201711$2,287,621$0-
Wai S. Lee, M.D. Profit Sharing Plan-1$2,287,621--
201611$1,992,217$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-1$1,992,217$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201511$1,825,504$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-1$1,825,504$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201411$1,793,612$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-1$1,793,612$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201311$1,626,012$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-1$1,626,012$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201213$1,260,805$83,326$27,775iApproximate average salary by contribution assumption: employee only about $694,383 at 4% or $462,922 at 6%; with 50% employer match about $462,922 at 4% or $308,615 at 6%; with 100% employer match about $347,192 at 4% or $231,461 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-3$1,260,805$83,326$27,775iApproximate average salary by contribution assumption: employee only about $694,383 at 4% or $462,922 at 6%; with 50% employer match about $462,922 at 4% or $308,615 at 6%; with 100% employer match about $347,192 at 4% or $231,461 at 6%.
201115$1,042,244$81,682$16,336iApproximate average salary by contribution assumption: employee only about $408,410 at 4% or $272,273 at 6%; with 50% employer match about $272,273 at 4% or $181,516 at 6%; with 100% employer match about $204,205 at 4% or $136,137 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-5$1,042,244$81,682$16,336iApproximate average salary by contribution assumption: employee only about $408,410 at 4% or $272,273 at 6%; with 50% employer match about $272,273 at 4% or $181,516 at 6%; with 100% employer match about $204,205 at 4% or $136,137 at 6%.
201014$1,015,984$82,823$20,706iApproximate average salary by contribution assumption: employee only about $517,644 at 4% or $345,096 at 6%; with 50% employer match about $345,096 at 4% or $230,064 at 6%; with 100% employer match about $258,822 at 4% or $172,548 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-4$1,015,984$82,823$20,706iApproximate average salary by contribution assumption: employee only about $517,644 at 4% or $345,096 at 6%; with 50% employer match about $345,096 at 4% or $230,064 at 6%; with 100% employer match about $258,822 at 4% or $172,548 at 6%.
200915$847,364$79,032$15,806iApproximate average salary by contribution assumption: employee only about $395,160 at 4% or $263,440 at 6%; with 50% employer match about $263,440 at 4% or $175,627 at 6%; with 100% employer match about $197,580 at 4% or $131,720 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-5$847,364$79,032$15,806iApproximate average salary by contribution assumption: employee only about $395,160 at 4% or $263,440 at 6%; with 50% employer match about $263,440 at 4% or $175,627 at 6%; with 100% employer match about $197,580 at 4% or $131,720 at 6%.
200813$646,122$59,216$19,739iApproximate average salary by contribution assumption: employee only about $493,467 at 4% or $328,978 at 6%; with 50% employer match about $328,978 at 4% or $219,319 at 6%; with 100% employer match about $246,733 at 4% or $164,489 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-3$646,122$59,216$19,739iApproximate average salary by contribution assumption: employee only about $493,467 at 4% or $328,978 at 6%; with 50% employer match about $328,978 at 4% or $219,319 at 6%; with 100% employer match about $246,733 at 4% or $164,489 at 6%.
200713$0$0-
Wai S. Lee, M.D. Profit Sharing Plan-3---
200612$786,096$48,944$24,472iApproximate average salary by contribution assumption: employee only about $611,800 at 4% or $407,867 at 6%; with 50% employer match about $407,867 at 4% or $271,911 at 6%; with 100% employer match about $305,900 at 4% or $203,933 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-2$786,096$48,944$24,472iApproximate average salary by contribution assumption: employee only about $611,800 at 4% or $407,867 at 6%; with 50% employer match about $407,867 at 4% or $271,911 at 6%; with 100% employer match about $305,900 at 4% or $203,933 at 6%.
200521$698,509$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-0$698,509$44,000-
WAI S. LEE S/B FLEX PROTOTYPE P/S PLAN-1---
200421$636,130$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-1$378,227$24,600$24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%.
WAI S. LEE S/B FLEX PROTOTYPE-1$257,903$16,400$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.
200322$612,611$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Wai S. Lee, M.D. Profit Sharing Plan-2$364,116$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
WAI S. LEE M.D. S/B FLEX PROTOTYPE-2$248,495$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200222$0$0-
WAI S. LEE M.D. S/B FLEX PROTOTYPE-2---
Wai S. Lee, M.D. Profit Sharing Plan-2---
200122$0$0-
Wai S. Lee, M.D. Profit Sharing Plan-2---
WAI S. LEE M.D. S/B FLEX PROTOTYPE-2---
200023$0$0-
Wai S. Lee, M.D. Profit Sharing Plan-3---
WAI S. LEE M.D. S B FLEX PROTOTYPE-3---