Civic Intelligence

John B. Lees, D.O. PC.

Plan context: John B. Lees, D.O. PC. Profit Sharing Plan and Trust

EIN 86-0556723 • Glendale, AZ • 11 filings • 1 plans

5552 W. Alameda RoadGlendale, AZ 85310
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$387,801

2009 Contributions

$24,000

Historical Graphs

Total Assets Over Time

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

$387,801$193,901$0199920042006YearValue
$387,801Latest year 2006

Participants Over Time

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

420199920042008YearValue
1Latest year 2008

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
200910$0$0-
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-0$0$0-
200811$0$0-
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-1---
200713$0$0-
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-3---
200613$387,801$24,000$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%.
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-3$387,801$24,000$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%.
200514$320,226$17,500$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-4$320,226$17,500$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
200414$298,158$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-4$298,158$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200314$0$0-
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-4---
200213$206,623$23,500$7,833iApproximate average salary by contribution assumption: employee only about $195,833 at 4% or $130,556 at 6%; with 50% employer match about $130,556 at 4% or $87,037 at 6%; with 100% employer match about $97,917 at 4% or $65,278 at 6%.
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-3$206,623$23,500$7,833iApproximate average salary by contribution assumption: employee only about $195,833 at 4% or $130,556 at 6%; with 50% employer match about $130,556 at 4% or $87,037 at 6%; with 100% employer match about $97,917 at 4% or $65,278 at 6%.
200112$0$0-
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-2---
200014$0$0-
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-4---
199913$238,118$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
John B. Lees, D.O. PC. Profit Sharing Plan and Trust-3$238,118$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.