Civic Intelligence

Lee, Michael G. W.

Plan context: Michael G. W. Lee Profit Sharing Plan

EIN 94-3068131 • 8 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$498,230

2004 Contributions

$33,642

Historical Graphs

Total Assets Over Time

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

$498,230$249,115$0200020022004YearValue
$498,230Latest year 2004

Participants Over Time

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

210200020022004YearValue
1Latest year 2004

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
200411$498,230$33,642$33,642iApproximate average salary by contribution assumption: employee only about $841,050 at 4% or $560,700 at 6%; with 50% employer match about $560,700 at 4% or $373,800 at 6%; with 100% employer match about $420,525 at 4% or $280,350 at 6%.
Michael G. W. Lee Profit Sharing Plan-1$498,230$33,642$33,642iApproximate average salary by contribution assumption: employee only about $841,050 at 4% or $560,700 at 6%; with 50% employer match about $560,700 at 4% or $373,800 at 6%; with 100% employer match about $420,525 at 4% or $280,350 at 6%.
200312$468,403$30,405$15,203iApproximate average salary by contribution assumption: employee only about $380,063 at 4% or $253,375 at 6%; with 50% employer match about $253,375 at 4% or $168,917 at 6%; with 100% employer match about $190,031 at 4% or $126,688 at 6%.
Michael G. W. Lee Profit Sharing Plan-2$468,403$30,405$15,203iApproximate average salary by contribution assumption: employee only about $380,063 at 4% or $253,375 at 6%; with 50% employer match about $253,375 at 4% or $168,917 at 6%; with 100% employer match about $190,031 at 4% or $126,688 at 6%.
200222$381,459$32,027$16,014iApproximate average salary by contribution assumption: employee only about $400,338 at 4% or $266,892 at 6%; with 50% employer match about $266,892 at 4% or $177,928 at 6%; with 100% employer match about $200,169 at 4% or $133,446 at 6%.
Michael G. W. Lee Profit Sharing Plan-2$381,459$18,599$9,300iApproximate average salary by contribution assumption: employee only about $232,488 at 4% or $154,992 at 6%; with 50% employer match about $154,992 at 4% or $103,328 at 6%; with 100% employer match about $116,244 at 4% or $77,496 at 6%.
Michael G. W. Lee Money Purchase Pension Plan-0-$13,428-
200122$365,320$31,563$15,782iApproximate average salary by contribution assumption: employee only about $394,538 at 4% or $263,025 at 6%; with 50% employer match about $263,025 at 4% or $175,350 at 6%; with 100% employer match about $197,269 at 4% or $131,513 at 6%.
Michael G. W. Lee Money Purchase Pension Plan-2$228,394$13,311$6,656iApproximate average salary by contribution assumption: employee only about $166,388 at 4% or $110,925 at 6%; with 50% employer match about $110,925 at 4% or $73,950 at 6%; with 100% employer match about $83,194 at 4% or $55,463 at 6%.
Michael G. W. Lee Profit Sharing Plan-2$136,926$18,252$9,126iApproximate average salary by contribution assumption: employee only about $228,150 at 4% or $152,100 at 6%; with 50% employer match about $152,100 at 4% or $101,400 at 6%; with 100% employer match about $114,075 at 4% or $76,050 at 6%.
200022$308,309$37,094$18,547iApproximate average salary by contribution assumption: employee only about $463,675 at 4% or $309,117 at 6%; with 50% employer match about $309,117 at 4% or $206,078 at 6%; with 100% employer match about $231,838 at 4% or $154,558 at 6%.
Michael G. W. Lee Money Purchase Pension Plan-2$198,858$20,399$10,200iApproximate average salary by contribution assumption: employee only about $254,988 at 4% or $169,992 at 6%; with 50% employer match about $169,992 at 4% or $113,328 at 6%; with 100% employer match about $127,494 at 4% or $84,996 at 6%.
Michael G. W. Lee Profit Sharing Plan-2$109,451$16,695$8,348iApproximate average salary by contribution assumption: employee only about $208,688 at 4% or $139,125 at 6%; with 50% employer match about $139,125 at 4% or $92,750 at 6%; with 100% employer match about $104,344 at 4% or $69,563 at 6%.