Civic Intelligence

Tom K. Lee, M.D. Inc.

Plan context: Tom K. Lee, M.D. Inc. Profit Sharing Plan

EIN 94-2669793 • Piedmont, CA • 22 filings • 3 plans

344 Jerome Ave.,Piedmont, CA 94610
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$1,991,615

2014 Contributions

$16,520

Historical Graphs

Total Assets Over Time

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

$1,991,615$995,808$0199920062013YearValue
$1,991,615Latest year 2013

Participants Over Time

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

420199920062013YearValue
4Latest year 2013

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
201410$0$0-
Tom K. Lee, M.D. Inc. Profit Sharing Plan-0$0$0-
201314$1,991,615$0-
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4$1,991,615$0-
201214$1,795,462$0-
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4$1,795,462$0-
201114$1,605,539$16,520$4,130iApproximate average salary by contribution assumption: employee only about $103,250 at 4% or $68,833 at 6%; with 50% employer match about $68,833 at 4% or $45,889 at 6%; with 100% employer match about $51,625 at 4% or $34,417 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4$1,605,539$16,520$4,130iApproximate average salary by contribution assumption: employee only about $103,250 at 4% or $68,833 at 6%; with 50% employer match about $68,833 at 4% or $45,889 at 6%; with 100% employer match about $51,625 at 4% or $34,417 at 6%.
201014$1,666,482$14,217$3,554iApproximate average salary by contribution assumption: employee only about $88,856 at 4% or $59,238 at 6%; with 50% employer match about $59,238 at 4% or $39,492 at 6%; with 100% employer match about $44,428 at 4% or $29,619 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4$1,666,482$14,217$3,554iApproximate average salary by contribution assumption: employee only about $88,856 at 4% or $59,238 at 6%; with 50% employer match about $59,238 at 4% or $39,492 at 6%; with 100% employer match about $44,428 at 4% or $29,619 at 6%.
200914$1,547,107$15,301$3,825iApproximate average salary by contribution assumption: employee only about $95,631 at 4% or $63,754 at 6%; with 50% employer match about $63,754 at 4% or $42,503 at 6%; with 100% employer match about $47,816 at 4% or $31,877 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4$1,547,107$15,301$3,825iApproximate average salary by contribution assumption: employee only about $95,631 at 4% or $63,754 at 6%; with 50% employer match about $63,754 at 4% or $42,503 at 6%; with 100% employer match about $47,816 at 4% or $31,877 at 6%.
200814$0$0-
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4---
200714$0$0-
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4---
200614$1,723,221$46,755$11,689iApproximate average salary by contribution assumption: employee only about $292,219 at 4% or $194,813 at 6%; with 50% employer match about $194,813 at 4% or $129,875 at 6%; with 100% employer match about $146,109 at 4% or $97,406 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-4$1,723,221$46,755$11,689iApproximate average salary by contribution assumption: employee only about $292,219 at 4% or $194,813 at 6%; with 50% employer match about $194,813 at 4% or $129,875 at 6%; with 100% employer match about $146,109 at 4% or $97,406 at 6%.
200513$1,463,375$39,427$13,142iApproximate average salary by contribution assumption: employee only about $328,558 at 4% or $219,039 at 6%; with 50% employer match about $219,039 at 4% or $146,026 at 6%; with 100% employer match about $164,279 at 4% or $109,519 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-3$1,463,375$39,427$13,142iApproximate average salary by contribution assumption: employee only about $328,558 at 4% or $219,039 at 6%; with 50% employer match about $219,039 at 4% or $146,026 at 6%; with 100% employer match about $164,279 at 4% or $109,519 at 6%.
200423$1,359,995$40,929$13,643iApproximate average salary by contribution assumption: employee only about $341,075 at 4% or $227,383 at 6%; with 50% employer match about $227,383 at 4% or $151,589 at 6%; with 100% employer match about $170,538 at 4% or $113,692 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-3$1,359,995$40,929$13,643iApproximate average salary by contribution assumption: employee only about $341,075 at 4% or $227,383 at 6%; with 50% employer match about $227,383 at 4% or $151,589 at 6%; with 100% employer match about $170,538 at 4% or $113,692 at 6%.
Tom K. Lee, M.D. Inc. Money Purchase Pension Plan-0---
200323$1,337,564$45,203$15,068iApproximate average salary by contribution assumption: employee only about $376,692 at 4% or $251,128 at 6%; with 50% employer match about $251,128 at 4% or $167,419 at 6%; with 100% employer match about $188,346 at 4% or $125,564 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-3$736,574$45,203$15,068iApproximate average salary by contribution assumption: employee only about $376,692 at 4% or $251,128 at 6%; with 50% employer match about $251,128 at 4% or $167,419 at 6%; with 100% employer match about $188,346 at 4% or $125,564 at 6%.
Tom K. Lee, M.D. Inc. Money Purchase Pension Plan-3$600,990--
200223$1,025,465$45,920$15,307iApproximate average salary by contribution assumption: employee only about $382,667 at 4% or $255,111 at 6%; with 50% employer match about $255,111 at 4% or $170,074 at 6%; with 100% employer match about $191,333 at 4% or $127,556 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-3$556,073$27,552$9,184iApproximate average salary by contribution assumption: employee only about $229,600 at 4% or $153,067 at 6%; with 50% employer match about $153,067 at 4% or $102,044 at 6%; with 100% employer match about $114,800 at 4% or $76,533 at 6%.
Tom K. Lee, M.D. Inc. Money Purchase Pension Plan-3$469,392$18,368$6,123iApproximate average salary by contribution assumption: employee only about $153,067 at 4% or $102,044 at 6%; with 50% employer match about $102,044 at 4% or $68,030 at 6%; with 100% employer match about $76,533 at 4% or $51,022 at 6%.
200123$0$0-
Tom K. Lee, M.D. Inc. Profit Sharing Plan-3---
Tom K. Lee, M.D. Inc. Money Purchase Pension Plan-3---
200023$1,138,668$40,230$13,410iApproximate average salary by contribution assumption: employee only about $335,250 at 4% or $223,500 at 6%; with 50% employer match about $223,500 at 4% or $149,000 at 6%; with 100% employer match about $167,625 at 4% or $111,750 at 6%.
Tom K. Lee, M.D. Inc. Money Purchase Pension Plan-3$578,205$22,796$7,599iApproximate average salary by contribution assumption: employee only about $189,967 at 4% or $126,644 at 6%; with 50% employer match about $126,644 at 4% or $84,430 at 6%; with 100% employer match about $94,983 at 4% or $63,322 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-3$560,463$17,434$5,811iApproximate average salary by contribution assumption: employee only about $145,283 at 4% or $96,856 at 6%; with 50% employer match about $96,856 at 4% or $64,570 at 6%; with 100% employer match about $72,642 at 4% or $48,428 at 6%.
199923$1,065,976$37,055$12,352iApproximate average salary by contribution assumption: employee only about $308,792 at 4% or $205,861 at 6%; with 50% employer match about $205,861 at 4% or $137,241 at 6%; with 100% employer match about $154,396 at 4% or $102,931 at 6%.
Tom K. Lee, M.D. Inc. Profit Sharing Plan-3$535,846$17,289$5,763iApproximate average salary by contribution assumption: employee only about $144,075 at 4% or $96,050 at 6%; with 50% employer match about $96,050 at 4% or $64,033 at 6%; with 100% employer match about $72,038 at 4% or $48,025 at 6%.
Tom K. Lee, M.D. Inc. Money Purchase Pension Plan-3$530,130$19,766$6,589iApproximate average salary by contribution assumption: employee only about $164,717 at 4% or $109,811 at 6%; with 50% employer match about $109,811 at 4% or $73,207 at 6%; with 100% employer match about $82,358 at 4% or $54,906 at 6%.