Civic Intelligence

Richard F. Lee

Plan context: Richard F. Lee, a Sole Proprietor Profit Sharing Plan

EIN 77-0431479 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$3,241,490

2007 Contributions

$46,388

Historical Graphs

Total Assets Over Time

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

$3,241,490$1,620,745$0199920042006YearValue
$3,241,490Latest year 2006

Participants Over Time

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

210199920032007YearValue
1Latest year 2007

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
200711$0$0-
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-1---
200612$3,241,490$46,388$23,194iApproximate average salary by contribution assumption: employee only about $579,850 at 4% or $386,567 at 6%; with 50% employer match about $386,567 at 4% or $257,711 at 6%; with 100% employer match about $289,925 at 4% or $193,283 at 6%.
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-2$3,241,490$46,388$23,194iApproximate average salary by contribution assumption: employee only about $579,850 at 4% or $386,567 at 6%; with 50% employer match about $386,567 at 4% or $257,711 at 6%; with 100% employer match about $289,925 at 4% or $193,283 at 6%.
200512$255,641$13,535$6,768iApproximate average salary by contribution assumption: employee only about $169,188 at 4% or $112,792 at 6%; with 50% employer match about $112,792 at 4% or $75,194 at 6%; with 100% employer match about $84,594 at 4% or $56,396 at 6%.
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-2$255,641$13,535$6,768iApproximate average salary by contribution assumption: employee only about $169,188 at 4% or $112,792 at 6%; with 50% employer match about $112,792 at 4% or $75,194 at 6%; with 100% employer match about $84,594 at 4% or $56,396 at 6%.
200412$223,096$26,675$13,338iApproximate average salary by contribution assumption: employee only about $333,438 at 4% or $222,292 at 6%; with 50% employer match about $222,292 at 4% or $148,194 at 6%; with 100% employer match about $166,719 at 4% or $111,146 at 6%.
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-2$223,096$26,675$13,338iApproximate average salary by contribution assumption: employee only about $333,438 at 4% or $222,292 at 6%; with 50% employer match about $222,292 at 4% or $148,194 at 6%; with 100% employer match about $166,719 at 4% or $111,146 at 6%.
200312$180,600$42,259$21,130iApproximate average salary by contribution assumption: employee only about $528,238 at 4% or $352,158 at 6%; with 50% employer match about $352,158 at 4% or $234,772 at 6%; with 100% employer match about $264,119 at 4% or $176,079 at 6%.
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-2$180,600$42,259$21,130iApproximate average salary by contribution assumption: employee only about $528,238 at 4% or $352,158 at 6%; with 50% employer match about $352,158 at 4% or $234,772 at 6%; with 100% employer match about $264,119 at 4% or $176,079 at 6%.
200211$115,655$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-1$115,655$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200111$0$0-
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-1---
200011$0$0-
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-1---
199911$45,944$11,761$11,761iApproximate average salary by contribution assumption: employee only about $294,025 at 4% or $196,017 at 6%; with 50% employer match about $196,017 at 4% or $130,678 at 6%; with 100% employer match about $147,013 at 4% or $98,008 at 6%.
Richard F. Lee, a Sole Proprietor Profit Sharing Plan-1$45,944$11,761$11,761iApproximate average salary by contribution assumption: employee only about $294,025 at 4% or $196,017 at 6%; with 50% employer match about $196,017 at 4% or $130,678 at 6%; with 100% employer match about $147,013 at 4% or $98,008 at 6%.