J.R. Lee, M.D.
Plan context: J.R. Lee, M.D. Target Benefit Pension Plan
EIN 77-0376826 • Tulare, CA • 11 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
4
2009 Assets
$686,449
2009 Contributions
$51,979
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2008 | 1 | 4 | $686,449 | $51,979 | $12,995iApproximate average salary by contribution assumption: employee only about $324,869 at 4% or $216,579 at 6%; with 50% employer match about $216,579 at 4% or $144,386 at 6%; with 100% employer match about $162,434 at 4% or $108,290 at 6%. |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | $686,449 | $51,979 | $12,995iApproximate average salary by contribution assumption: employee only about $324,869 at 4% or $216,579 at 6%; with 50% employer match about $216,579 at 4% or $144,386 at 6%; with 100% employer match about $162,434 at 4% or $108,290 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $676,811 | $47,378 | $11,845iApproximate average salary by contribution assumption: employee only about $296,113 at 4% or $197,408 at 6%; with 50% employer match about $197,408 at 4% or $131,606 at 6%; with 100% employer match about $148,056 at 4% or $98,704 at 6%. |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | $676,811 | $47,378 | $11,845iApproximate average salary by contribution assumption: employee only about $296,113 at 4% or $197,408 at 6%; with 50% employer match about $197,408 at 4% or $131,606 at 6%; with 100% employer match about $148,056 at 4% or $98,704 at 6%. |
| 2005 | 1 | 4 | $571,733 | $47,580 | $11,895iApproximate average salary by contribution assumption: employee only about $297,375 at 4% or $198,250 at 6%; with 50% employer match about $198,250 at 4% or $132,167 at 6%; with 100% employer match about $148,688 at 4% or $99,125 at 6%. |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | $571,733 | $47,580 | $11,895iApproximate average salary by contribution assumption: employee only about $297,375 at 4% or $198,250 at 6%; with 50% employer match about $198,250 at 4% or $132,167 at 6%; with 100% employer match about $148,688 at 4% or $99,125 at 6%. |
| 2004 | 1 | 4 | $506,662 | $46,088 | $11,522iApproximate average salary by contribution assumption: employee only about $288,050 at 4% or $192,033 at 6%; with 50% employer match about $192,033 at 4% or $128,022 at 6%; with 100% employer match about $144,025 at 4% or $96,017 at 6%. |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | $506,662 | $46,088 | $11,522iApproximate average salary by contribution assumption: employee only about $288,050 at 4% or $192,033 at 6%; with 50% employer match about $192,033 at 4% or $128,022 at 6%; with 100% employer match about $144,025 at 4% or $96,017 at 6%. |
| 2003 | 1 | 4 | $429,559 | $44,909 | $11,227iApproximate average salary by contribution assumption: employee only about $280,681 at 4% or $187,121 at 6%; with 50% employer match about $187,121 at 4% or $124,747 at 6%; with 100% employer match about $140,341 at 4% or $93,560 at 6%. |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | $429,559 | $44,909 | $11,227iApproximate average salary by contribution assumption: employee only about $280,681 at 4% or $187,121 at 6%; with 50% employer match about $187,121 at 4% or $124,747 at 6%; with 100% employer match about $140,341 at 4% or $93,560 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $337,869 | $33,279 | $8,320iApproximate average salary by contribution assumption: employee only about $207,994 at 4% or $138,663 at 6%; with 50% employer match about $138,663 at 4% or $92,442 at 6%; with 100% employer match about $103,997 at 4% or $69,331 at 6%. |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 4 | $337,869 | $33,279 | $8,320iApproximate average salary by contribution assumption: employee only about $207,994 at 4% or $138,663 at 6%; with 50% employer match about $138,663 at 4% or $92,442 at 6%; with 100% employer match about $103,997 at 4% or $69,331 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| J.R. Lee, M.D. Target Benefit Pension Plan | - | 0 | - | - | - |