Civic Intelligence

Jay K. Lee, M.D., Apc

Plan context: Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan

EIN 90-0340154 • Moreno Valley, CA • 19 filings • 2 plans

12980 Frederick StreetMoreno Valley, CA 92553-5263
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$2,254,534

2025 Contributions

$78,045

Historical Graphs

Total Assets Over Time

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

$2,254,534$1,127,267$0200720162025YearValue
$2,254,534Latest year 2025

Participants Over Time

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

1370200720162025YearValue
10Latest year 2025

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
2025110$2,254,534$78,045$7,805iApproximate average salary by contribution assumption: employee only about $195,113 at 4% or $130,075 at 6%; with 50% employer match about $130,075 at 4% or $86,717 at 6%; with 100% employer match about $97,556 at 4% or $65,038 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-10$2,254,534$78,045$7,805iApproximate average salary by contribution assumption: employee only about $195,113 at 4% or $130,075 at 6%; with 50% employer match about $130,075 at 4% or $86,717 at 6%; with 100% employer match about $97,556 at 4% or $65,038 at 6%.
2024112$1,883,350$77,059$6,422iApproximate average salary by contribution assumption: employee only about $160,540 at 4% or $107,026 at 6%; with 50% employer match about $107,026 at 4% or $71,351 at 6%; with 100% employer match about $80,270 at 4% or $53,513 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-12$1,883,350$77,059$6,422iApproximate average salary by contribution assumption: employee only about $160,540 at 4% or $107,026 at 6%; with 50% employer match about $107,026 at 4% or $71,351 at 6%; with 100% employer match about $80,270 at 4% or $53,513 at 6%.
202319$1,638,938$77,515$8,613iApproximate average salary by contribution assumption: employee only about $215,319 at 4% or $143,546 at 6%; with 50% employer match about $143,546 at 4% or $95,698 at 6%; with 100% employer match about $107,660 at 4% or $71,773 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-9$1,638,938$77,515$8,613iApproximate average salary by contribution assumption: employee only about $215,319 at 4% or $143,546 at 6%; with 50% employer match about $143,546 at 4% or $95,698 at 6%; with 100% employer match about $107,660 at 4% or $71,773 at 6%.
2022110$1,363,327$38,415$3,842iApproximate average salary by contribution assumption: employee only about $96,038 at 4% or $64,025 at 6%; with 50% employer match about $64,025 at 4% or $42,683 at 6%; with 100% employer match about $48,019 at 4% or $32,013 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-10$1,363,327$38,415$3,842iApproximate average salary by contribution assumption: employee only about $96,038 at 4% or $64,025 at 6%; with 50% employer match about $64,025 at 4% or $42,683 at 6%; with 100% employer match about $48,019 at 4% or $32,013 at 6%.
2021110$1,832,554$59,603$5,960iApproximate average salary by contribution assumption: employee only about $149,008 at 4% or $99,338 at 6%; with 50% employer match about $99,338 at 4% or $66,226 at 6%; with 100% employer match about $74,504 at 4% or $49,669 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-10$1,832,554$59,603$5,960iApproximate average salary by contribution assumption: employee only about $149,008 at 4% or $99,338 at 6%; with 50% employer match about $99,338 at 4% or $66,226 at 6%; with 100% employer match about $74,504 at 4% or $49,669 at 6%.
2020110$1,586,405$72,632$7,263iApproximate average salary by contribution assumption: employee only about $181,580 at 4% or $121,053 at 6%; with 50% employer match about $121,053 at 4% or $80,702 at 6%; with 100% employer match about $90,790 at 4% or $60,527 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-10$1,586,405$72,632$7,263iApproximate average salary by contribution assumption: employee only about $181,580 at 4% or $121,053 at 6%; with 50% employer match about $121,053 at 4% or $80,702 at 6%; with 100% employer match about $90,790 at 4% or $60,527 at 6%.
2019111$1,307,562$82,086$7,462iApproximate average salary by contribution assumption: employee only about $186,559 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,915 at 6%; with 100% employer match about $93,280 at 4% or $62,186 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-11$1,307,562$82,086$7,462iApproximate average salary by contribution assumption: employee only about $186,559 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,915 at 6%; with 100% employer match about $93,280 at 4% or $62,186 at 6%.
2018113$1,028,270$56,234$4,326iApproximate average salary by contribution assumption: employee only about $108,142 at 4% or $72,095 at 6%; with 50% employer match about $72,095 at 4% or $48,063 at 6%; with 100% employer match about $54,071 at 4% or $36,047 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-13$1,028,270$56,234$4,326iApproximate average salary by contribution assumption: employee only about $108,142 at 4% or $72,095 at 6%; with 50% employer match about $72,095 at 4% or $48,063 at 6%; with 100% employer match about $54,071 at 4% or $36,047 at 6%.
2017111$1,031,118$56,491$5,136iApproximate average salary by contribution assumption: employee only about $128,389 at 4% or $85,592 at 6%; with 50% employer match about $85,592 at 4% or $57,062 at 6%; with 100% employer match about $64,194 at 4% or $42,796 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-11$1,031,118$56,491$5,136iApproximate average salary by contribution assumption: employee only about $128,389 at 4% or $85,592 at 6%; with 50% employer match about $85,592 at 4% or $57,062 at 6%; with 100% employer match about $64,194 at 4% or $42,796 at 6%.
2016110$900,990$48,276$4,828iApproximate average salary by contribution assumption: employee only about $120,690 at 4% or $80,460 at 6%; with 50% employer match about $80,460 at 4% or $53,640 at 6%; with 100% employer match about $60,345 at 4% or $40,230 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-10$900,990$48,276$4,828iApproximate average salary by contribution assumption: employee only about $120,690 at 4% or $80,460 at 6%; with 50% employer match about $80,460 at 4% or $53,640 at 6%; with 100% employer match about $60,345 at 4% or $40,230 at 6%.
2015110$865,353$37,571$3,757iApproximate average salary by contribution assumption: employee only about $93,928 at 4% or $62,618 at 6%; with 50% employer match about $62,618 at 4% or $41,746 at 6%; with 100% employer match about $46,964 at 4% or $31,309 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-10$865,353$37,571$3,757iApproximate average salary by contribution assumption: employee only about $93,928 at 4% or $62,618 at 6%; with 50% employer match about $62,618 at 4% or $41,746 at 6%; with 100% employer match about $46,964 at 4% or $31,309 at 6%.
2014111$850,956$34,021$3,093iApproximate average salary by contribution assumption: employee only about $77,320 at 4% or $51,547 at 6%; with 50% employer match about $51,547 at 4% or $34,365 at 6%; with 100% employer match about $38,660 at 4% or $25,773 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-11$850,956$34,021$3,093iApproximate average salary by contribution assumption: employee only about $77,320 at 4% or $51,547 at 6%; with 50% employer match about $51,547 at 4% or $34,365 at 6%; with 100% employer match about $38,660 at 4% or $25,773 at 6%.
2013111$807,559$70,613$6,419iApproximate average salary by contribution assumption: employee only about $160,484 at 4% or $106,989 at 6%; with 50% employer match about $106,989 at 4% or $71,326 at 6%; with 100% employer match about $80,242 at 4% or $53,495 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-11$807,559$70,613$6,419iApproximate average salary by contribution assumption: employee only about $160,484 at 4% or $106,989 at 6%; with 50% employer match about $106,989 at 4% or $71,326 at 6%; with 100% employer match about $80,242 at 4% or $53,495 at 6%.
2012111$598,183$33,750$3,068iApproximate average salary by contribution assumption: employee only about $76,705 at 4% or $51,136 at 6%; with 50% employer match about $51,136 at 4% or $34,091 at 6%; with 100% employer match about $38,352 at 4% or $25,568 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-11$598,183$33,750$3,068iApproximate average salary by contribution assumption: employee only about $76,705 at 4% or $51,136 at 6%; with 50% employer match about $51,136 at 4% or $34,091 at 6%; with 100% employer match about $38,352 at 4% or $25,568 at 6%.
2011110$491,453$73,841$7,384iApproximate average salary by contribution assumption: employee only about $184,603 at 4% or $123,068 at 6%; with 50% employer match about $123,068 at 4% or $82,046 at 6%; with 100% employer match about $92,301 at 4% or $61,534 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-10$491,453$73,841$7,384iApproximate average salary by contribution assumption: employee only about $184,603 at 4% or $123,068 at 6%; with 50% employer match about $123,068 at 4% or $82,046 at 6%; with 100% employer match about $92,301 at 4% or $61,534 at 6%.
201019$438,620$71,425$7,936iApproximate average salary by contribution assumption: employee only about $198,403 at 4% or $132,269 at 6%; with 50% employer match about $132,269 at 4% or $88,179 at 6%; with 100% employer match about $99,201 at 4% or $66,134 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-9$438,620$71,425$7,936iApproximate average salary by contribution assumption: employee only about $198,403 at 4% or $132,269 at 6%; with 50% employer match about $132,269 at 4% or $88,179 at 6%; with 100% employer match about $99,201 at 4% or $66,134 at 6%.
200919$330,231$85,005$9,445iApproximate average salary by contribution assumption: employee only about $236,125 at 4% or $157,417 at 6%; with 50% employer match about $157,417 at 4% or $104,944 at 6%; with 100% employer match about $118,063 at 4% or $78,708 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-9$330,231$85,005$9,445iApproximate average salary by contribution assumption: employee only about $236,125 at 4% or $157,417 at 6%; with 50% employer match about $157,417 at 4% or $104,944 at 6%; with 100% employer match about $118,063 at 4% or $78,708 at 6%.
200817$177,742$109,332$15,619iApproximate average salary by contribution assumption: employee only about $390,471 at 4% or $260,314 at 6%; with 50% employer match about $260,314 at 4% or $173,543 at 6%; with 100% employer match about $195,236 at 4% or $130,157 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-7$177,742$109,332$15,619iApproximate average salary by contribution assumption: employee only about $390,471 at 4% or $260,314 at 6%; with 50% employer match about $260,314 at 4% or $173,543 at 6%; with 100% employer match about $195,236 at 4% or $130,157 at 6%.
200717$143,846$76,445$10,921iApproximate average salary by contribution assumption: employee only about $273,018 at 4% or $182,012 at 6%; with 50% employer match about $182,012 at 4% or $121,341 at 6%; with 100% employer match about $136,509 at 4% or $91,006 at 6%.
Jay K. Lee, M.D., Apc 401(K) Profit Sharing Plan-7$143,846$76,445$10,921iApproximate average salary by contribution assumption: employee only about $273,018 at 4% or $182,012 at 6%; with 50% employer match about $182,012 at 4% or $121,341 at 6%; with 100% employer match about $136,509 at 4% or $91,006 at 6%.