Civic Intelligence

Kenneth W. Lee, M.D. & Associates Inc.

Plan context: Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan

EIN 80-0688536 • Pomona, CA • 26 filings • 2 plans

210 W. Bonita Ave. Ste 140Pomona, CA 91767
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,725,844

2024 Contributions

$90,127

Historical Graphs

Total Assets Over Time

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

$2,725,844$1,362,922$0201220182024YearValue
$2,725,844Latest year 2024

Participants Over Time

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

630201220182024YearValue
6Latest 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
202426$2,725,844$90,127$15,021iApproximate average salary by contribution assumption: employee only about $375,529 at 4% or $250,353 at 6%; with 50% employer match about $250,353 at 4% or $166,902 at 6%; with 100% employer match about $187,765 at 4% or $125,176 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-6$1,859,205--
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-6$866,639$90,127$15,021iApproximate average salary by contribution assumption: employee only about $375,529 at 4% or $250,353 at 6%; with 50% employer match about $250,353 at 4% or $166,902 at 6%; with 100% employer match about $187,765 at 4% or $125,176 at 6%.
202326$2,292,399$79,785$13,298iApproximate average salary by contribution assumption: employee only about $332,438 at 4% or $221,625 at 6%; with 50% employer match about $221,625 at 4% or $147,750 at 6%; with 100% employer match about $166,219 at 4% or $110,813 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-6$1,578,117$0-
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-5$714,282$79,785$15,957iApproximate average salary by contribution assumption: employee only about $398,925 at 4% or $265,950 at 6%; with 50% employer match about $265,950 at 4% or $177,300 at 6%; with 100% employer match about $199,463 at 4% or $132,975 at 6%.
202226$1,874,782$185,214$30,869iApproximate average salary by contribution assumption: employee only about $771,725 at 4% or $514,483 at 6%; with 50% employer match about $514,483 at 4% or $342,989 at 6%; with 100% employer match about $385,863 at 4% or $257,242 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-6$1,319,120$157,000$26,167iApproximate average salary by contribution assumption: employee only about $654,167 at 4% or $436,111 at 6%; with 50% employer match about $436,111 at 4% or $290,741 at 6%; with 100% employer match about $327,083 at 4% or $218,056 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-6$555,662$28,214$4,702iApproximate average salary by contribution assumption: employee only about $117,558 at 4% or $78,372 at 6%; with 50% employer match about $78,372 at 4% or $52,248 at 6%; with 100% employer match about $58,779 at 4% or $39,186 at 6%.
202126$2,033,485$67,282$11,214iApproximate average salary by contribution assumption: employee only about $280,342 at 4% or $186,894 at 6%; with 50% employer match about $186,894 at 4% or $124,596 at 6%; with 100% employer match about $140,171 at 4% or $93,447 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-6$1,395,415$0-
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-5$638,070$67,282$13,456iApproximate average salary by contribution assumption: employee only about $336,410 at 4% or $224,273 at 6%; with 50% employer match about $224,273 at 4% or $149,516 at 6%; with 100% employer match about $168,205 at 4% or $112,137 at 6%.
202026$1,637,683$83,183$13,864iApproximate average salary by contribution assumption: employee only about $346,596 at 4% or $231,064 at 6%; with 50% employer match about $231,064 at 4% or $154,043 at 6%; with 100% employer match about $173,298 at 4% or $115,532 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-6$1,129,954$0-
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-5$507,729$83,183$16,637iApproximate average salary by contribution assumption: employee only about $415,915 at 4% or $277,277 at 6%; with 50% employer match about $277,277 at 4% or $184,851 at 6%; with 100% employer match about $207,957 at 4% or $138,638 at 6%.
201925$1,345,411$122,915$24,583iApproximate average salary by contribution assumption: employee only about $614,575 at 4% or $409,717 at 6%; with 50% employer match about $409,717 at 4% or $273,144 at 6%; with 100% employer match about $307,288 at 4% or $204,858 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-5$971,131$89,000$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-5$374,280$33,915$6,783iApproximate average salary by contribution assumption: employee only about $169,575 at 4% or $113,050 at 6%; with 50% employer match about $113,050 at 4% or $75,367 at 6%; with 100% employer match about $84,788 at 4% or $56,525 at 6%.
201825$974,444$144,171$28,834iApproximate average salary by contribution assumption: employee only about $720,855 at 4% or $480,570 at 6%; with 50% employer match about $480,570 at 4% or $320,380 at 6%; with 100% employer match about $360,428 at 4% or $240,285 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-5$697,022$81,864$16,373iApproximate average salary by contribution assumption: employee only about $409,320 at 4% or $272,880 at 6%; with 50% employer match about $272,880 at 4% or $181,920 at 6%; with 100% employer match about $204,660 at 4% or $136,440 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-5$277,422$62,307$12,461iApproximate average salary by contribution assumption: employee only about $311,535 at 4% or $207,690 at 6%; with 50% employer match about $207,690 at 4% or $138,460 at 6%; with 100% employer match about $155,768 at 4% or $103,845 at 6%.
201725$907,870$132,678$26,536iApproximate average salary by contribution assumption: employee only about $663,390 at 4% or $442,260 at 6%; with 50% employer match about $442,260 at 4% or $294,840 at 6%; with 100% employer match about $331,695 at 4% or $221,130 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-5$670,104$69,406$13,881iApproximate average salary by contribution assumption: employee only about $347,030 at 4% or $231,353 at 6%; with 50% employer match about $231,353 at 4% or $154,236 at 6%; with 100% employer match about $173,515 at 4% or $115,677 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-4$237,766$63,272$15,818iApproximate average salary by contribution assumption: employee only about $395,450 at 4% or $263,633 at 6%; with 50% employer match about $263,633 at 4% or $175,756 at 6%; with 100% employer match about $197,725 at 4% or $131,817 at 6%.
201624$676,606$130,475$32,619iApproximate average salary by contribution assumption: employee only about $815,469 at 4% or $543,646 at 6%; with 50% employer match about $543,646 at 4% or $362,431 at 6%; with 100% employer match about $407,734 at 4% or $271,823 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-4$514,831$72,584$18,146iApproximate average salary by contribution assumption: employee only about $453,650 at 4% or $302,433 at 6%; with 50% employer match about $302,433 at 4% or $201,622 at 6%; with 100% employer match about $226,825 at 4% or $151,217 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-4$161,775$57,891$14,473iApproximate average salary by contribution assumption: employee only about $361,819 at 4% or $241,213 at 6%; with 50% employer match about $241,213 at 4% or $160,808 at 6%; with 100% employer match about $180,909 at 4% or $120,606 at 6%.
201524$495,939$167,957$41,989iApproximate average salary by contribution assumption: employee only about $1,049,731 at 4% or $699,821 at 6%; with 50% employer match about $699,821 at 4% or $466,547 at 6%; with 100% employer match about $524,866 at 4% or $349,910 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-4$399,694$146,815$36,704iApproximate average salary by contribution assumption: employee only about $917,594 at 4% or $611,729 at 6%; with 50% employer match about $611,729 at 4% or $407,819 at 6%; with 100% employer match about $458,797 at 4% or $305,865 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-4$96,245$21,142$5,286iApproximate average salary by contribution assumption: employee only about $132,138 at 4% or $88,092 at 6%; with 50% employer match about $88,092 at 4% or $58,728 at 6%; with 100% employer match about $66,069 at 4% or $44,046 at 6%.
201424$330,652$104,501$26,125iApproximate average salary by contribution assumption: employee only about $653,131 at 4% or $435,421 at 6%; with 50% employer match about $435,421 at 4% or $290,281 at 6%; with 100% employer match about $326,566 at 4% or $217,710 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-4$253,607$83,957$20,989iApproximate average salary by contribution assumption: employee only about $524,731 at 4% or $349,821 at 6%; with 50% employer match about $349,821 at 4% or $233,214 at 6%; with 100% employer match about $262,366 at 4% or $174,910 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-4$77,045$20,544$5,136iApproximate average salary by contribution assumption: employee only about $128,400 at 4% or $85,600 at 6%; with 50% employer match about $85,600 at 4% or $57,067 at 6%; with 100% employer match about $64,200 at 4% or $42,800 at 6%.
201324$222,349$115,829$28,957iApproximate average salary by contribution assumption: employee only about $723,931 at 4% or $482,621 at 6%; with 50% employer match about $482,621 at 4% or $321,747 at 6%; with 100% employer match about $361,966 at 4% or $241,310 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-4$165,694$79,728$19,932iApproximate average salary by contribution assumption: employee only about $498,300 at 4% or $332,200 at 6%; with 50% employer match about $332,200 at 4% or $221,467 at 6%; with 100% employer match about $249,150 at 4% or $166,100 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-4$56,655$36,101$9,025iApproximate average salary by contribution assumption: employee only about $225,631 at 4% or $150,421 at 6%; with 50% employer match about $150,421 at 4% or $100,281 at 6%; with 100% employer match about $112,816 at 4% or $75,210 at 6%.
201224$100,805$100,805$25,201iApproximate average salary by contribution assumption: employee only about $630,031 at 4% or $420,021 at 6%; with 50% employer match about $420,021 at 4% or $280,014 at 6%; with 100% employer match about $315,016 at 4% or $210,010 at 6%.
Kenneth W. Lee, M.D. & Associates Inc. Cash Balance Pension Plan-4$81,515$81,515$20,379iApproximate average salary by contribution assumption: employee only about $509,469 at 4% or $339,646 at 6%; with 50% employer match about $339,646 at 4% or $226,431 at 6%; with 100% employer match about $254,734 at 4% or $169,823 at 6%.
KENNETH W. LEE, M.D. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-4$19,290$19,290$4,823iApproximate average salary by contribution assumption: employee only about $120,563 at 4% or $80,375 at 6%; with 50% employer match about $80,375 at 4% or $53,583 at 6%; with 100% employer match about $60,281 at 4% or $40,188 at 6%.