Civic Intelligence

Mary Ann Lee, M.D.

Plan context: Mary Ann Lee, M.D. 401K Profit Sharing Plan and Trust

EIN 91-1374231 • 10 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

4

2003 Assets

$349,155

2003 Contributions

$9,095

Historical Graphs

Total Assets Over Time

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

$572,530$286,265$0199920012002YearValue
$349,155Latest year 2002

Participants Over Time

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

530199920002001YearValue
4Latest year 2001

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
200320$0$0-
Mary Ann Lee, M.D. Money Purchase Pension Plan and Trust-0---
Mary Ann Lee, M.D. 401K Profit Sharing Plan and Trust-0---
200220$349,155$9,095-
Mary Ann Lee, M.D. 401K Profit Sharing Plan and Trust-0$207,844$9,095-
Mary Ann Lee, M.D. Money Purchase Pension Plan and Trust-0$141,311--
200124$182,403$21,229$5,307iApproximate average salary by contribution assumption: employee only about $132,681 at 4% or $88,454 at 6%; with 50% employer match about $88,454 at 4% or $58,969 at 6%; with 100% employer match about $66,341 at 4% or $44,227 at 6%.
Mary Ann Lee, M.D. Money Purchase Pension Plan and Trust-4$182,403$21,229$5,307iApproximate average salary by contribution assumption: employee only about $132,681 at 4% or $88,454 at 6%; with 50% employer match about $88,454 at 4% or $58,969 at 6%; with 100% employer match about $66,341 at 4% or $44,227 at 6%.
Mary Ann Lee, M.D. 401K Profit Sharing Plan and Trust-4---
200025$558,871$43,285$8,657iApproximate average salary by contribution assumption: employee only about $216,425 at 4% or $144,283 at 6%; with 50% employer match about $144,283 at 4% or $96,189 at 6%; with 100% employer match about $108,213 at 4% or $72,142 at 6%.
Mary Ann Lee, M.D. 401K Profit Sharing Plan and Trust-5$343,935$24,503$4,901iApproximate average salary by contribution assumption: employee only about $122,515 at 4% or $81,677 at 6%; with 50% employer match about $81,677 at 4% or $54,451 at 6%; with 100% employer match about $61,258 at 4% or $40,838 at 6%.
Mary Ann Lee, M.D. Money Purchase Pension Plan and Trust-5$214,936$18,782$3,756iApproximate average salary by contribution assumption: employee only about $93,910 at 4% or $62,607 at 6%; with 50% employer match about $62,607 at 4% or $41,738 at 6%; with 100% employer match about $46,955 at 4% or $31,303 at 6%.
199925$572,530$52,933$10,587iApproximate average salary by contribution assumption: employee only about $264,665 at 4% or $176,443 at 6%; with 50% employer match about $176,443 at 4% or $117,629 at 6%; with 100% employer match about $132,333 at 4% or $88,222 at 6%.
Mary Ann Lee, M.D. 401K Profit Sharing Plan and Trust-5$354,907$32,264$6,453iApproximate average salary by contribution assumption: employee only about $161,320 at 4% or $107,547 at 6%; with 50% employer match about $107,547 at 4% or $71,698 at 6%; with 100% employer match about $80,660 at 4% or $53,773 at 6%.
Mary Ann Lee, M.D. Money Purchase Pension Plan and Trust-5$217,623$20,669$4,134iApproximate average salary by contribution assumption: employee only about $103,345 at 4% or $68,897 at 6%; with 50% employer match about $68,897 at 4% or $45,931 at 6%; with 100% employer match about $51,673 at 4% or $34,448 at 6%.