Civic Intelligence

Albert M. Lee, Dds

Plan context: Albert M. Lee, Dds Money Purchase Plan and Trust

EIN 91-1467285 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$1,047,325

2008 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$1,047,325$523,663$0199920042007YearValue
$1,047,325Latest year 2007

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
200810$0$0-
Albert M. Lee, Dds Money Purchase Plan and Trust-0---
200711$1,047,325$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-1$1,047,325$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200611$1,042,779$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-1$1,042,779$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$901,991$40,062$40,062iApproximate average salary by contribution assumption: employee only about $1,001,550 at 4% or $667,700 at 6%; with 50% employer match about $667,700 at 4% or $445,133 at 6%; with 100% employer match about $500,775 at 4% or $333,850 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-1$901,991$40,062$40,062iApproximate average salary by contribution assumption: employee only about $1,001,550 at 4% or $667,700 at 6%; with 50% employer match about $667,700 at 4% or $445,133 at 6%; with 100% employer match about $500,775 at 4% or $333,850 at 6%.
200411$790,046$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-1$790,046$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$683,358$44,596$22,298iApproximate average salary by contribution assumption: employee only about $557,450 at 4% or $371,633 at 6%; with 50% employer match about $371,633 at 4% or $247,756 at 6%; with 100% employer match about $278,725 at 4% or $185,817 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-2$683,358$44,596$22,298iApproximate average salary by contribution assumption: employee only about $557,450 at 4% or $371,633 at 6%; with 50% employer match about $371,633 at 4% or $247,756 at 6%; with 100% employer match about $278,725 at 4% or $185,817 at 6%.
200212$520,478$47,954$23,977iApproximate average salary by contribution assumption: employee only about $599,425 at 4% or $399,617 at 6%; with 50% employer match about $399,617 at 4% or $266,411 at 6%; with 100% employer match about $299,713 at 4% or $199,808 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-2$520,478$47,954$23,977iApproximate average salary by contribution assumption: employee only about $599,425 at 4% or $399,617 at 6%; with 50% employer match about $399,617 at 4% or $266,411 at 6%; with 100% employer match about $299,713 at 4% or $199,808 at 6%.
200112$0$0-
Albert M. Lee, Dds Money Purchase Plan and Trust-2---
200012$533,773$30,382$15,191iApproximate average salary by contribution assumption: employee only about $379,775 at 4% or $253,183 at 6%; with 50% employer match about $253,183 at 4% or $168,789 at 6%; with 100% employer match about $189,888 at 4% or $126,592 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-2$533,773$30,382$15,191iApproximate average salary by contribution assumption: employee only about $379,775 at 4% or $253,183 at 6%; with 50% employer match about $253,183 at 4% or $168,789 at 6%; with 100% employer match about $189,888 at 4% or $126,592 at 6%.
199912$480,819$38,522$19,261iApproximate average salary by contribution assumption: employee only about $481,525 at 4% or $321,017 at 6%; with 50% employer match about $321,017 at 4% or $214,011 at 6%; with 100% employer match about $240,763 at 4% or $160,508 at 6%.
Albert M. Lee, Dds Money Purchase Plan and Trust-2$480,819$38,522$19,261iApproximate average salary by contribution assumption: employee only about $481,525 at 4% or $321,017 at 6%; with 50% employer match about $321,017 at 4% or $214,011 at 6%; with 100% employer match about $240,763 at 4% or $160,508 at 6%.