Civic Intelligence

Lester L. Lee, M.D.

Plan context: LESTER L. LEE, M.D. DEFINED BENEFIT PENSION PLAN

EIN 93-0914900 • Huntington Beach, CA • 13 filings • 3 plans

18800 Main StreetSuite 106Huntington Beach, CA 92648
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$2,622,240

2015 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$2,622,240$1,311,120$0200620102014YearValue
$2,622,240Latest year 2014

Participants Over Time

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

630200620102014YearValue
6Latest year 2014

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
201510$0$0-
LESTER L. LEE, M.D. DEFINED BENEFIT PENSION PLAN-0$0--
201416$2,622,240$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PENSION PLAN-6$2,622,240$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201316$2,367,117$0-
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-6$2,367,117--
201216$1,965,770$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-6$1,965,770$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201115$1,561,272$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-5$1,561,272$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201013$1,367,902$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-3$1,367,902$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200913$1,045,677$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-3$1,045,677$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
200823$1,760,431$440,299$146,766iApproximate average salary by contribution assumption: employee only about $3,669,158 at 4% or $2,446,106 at 6%; with 50% employer match about $2,446,106 at 4% or $1,630,737 at 6%; with 100% employer match about $1,834,579 at 4% or $1,223,053 at 6%.
Lester L. Lee, M.D. 401K Profit Sharing Plan-3$1,113,009$40,299$13,433iApproximate average salary by contribution assumption: employee only about $335,825 at 4% or $223,883 at 6%; with 50% employer match about $223,883 at 4% or $149,256 at 6%; with 100% employer match about $167,913 at 4% or $111,942 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-3$647,422$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
200723$2,127,371$243,425$81,142iApproximate average salary by contribution assumption: employee only about $2,028,542 at 4% or $1,352,361 at 6%; with 50% employer match about $1,352,361 at 4% or $901,574 at 6%; with 100% employer match about $1,014,271 at 4% or $676,181 at 6%.
Lester L. Lee, M.D. 401K Profit Sharing Plan-3$1,732,981$43,425$14,475iApproximate average salary by contribution assumption: employee only about $361,875 at 4% or $241,250 at 6%; with 50% employer match about $241,250 at 4% or $160,833 at 6%; with 100% employer match about $180,938 at 4% or $120,625 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-3$394,390$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200623$1,728,442$1,637,772$545,924iApproximate average salary by contribution assumption: employee only about $13,648,100 at 4% or $9,098,733 at 6%; with 50% employer match about $9,098,733 at 4% or $6,065,822 at 6%; with 100% employer match about $6,824,050 at 4% or $4,549,367 at 6%.
Lester L. Lee, M.D. 401K Profit Sharing Plan-3$1,546,172$1,455,502$485,167iApproximate average salary by contribution assumption: employee only about $12,129,183 at 4% or $8,086,122 at 6%; with 50% employer match about $8,086,122 at 4% or $5,390,748 at 6%; with 100% employer match about $6,064,592 at 4% or $4,043,061 at 6%.
LESTER L. LEE, M.D. DEFINED BENEFIT PLAN-3$182,270$182,270$60,757iApproximate average salary by contribution assumption: employee only about $1,518,917 at 4% or $1,012,611 at 6%; with 50% employer match about $1,012,611 at 4% or $675,074 at 6%; with 100% employer match about $759,458 at 4% or $506,306 at 6%.