Civic Intelligence

Carol K. Lee, M.D.

Plan context: Carol K. Lee, M.D., Profit Sharing/401(K) Plan

EIN 94-3159995 • San Francisco, CA • 18 filings • 4 plans

1518 Noriega StreetSan Francisco, CA 94122
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$4,068,820

2024 Contributions

$32,286

Historical Graphs

Total Assets Over Time

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

$4,068,820$2,034,410$0200720162024YearValue
$4,068,820Latest year 2024

Participants Over Time

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

26130200720162024YearValue
26Latest year 2024

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
2024126$4,068,820$0-
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-26$4,068,820$0-
2023126$3,259,162$32,286$1,242iApproximate average salary by contribution assumption: employee only about $31,044 at 4% or $20,696 at 6%; with 50% employer match about $20,696 at 4% or $13,797 at 6%; with 100% employer match about $15,522 at 4% or $10,348 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-26$3,259,162$32,286$1,242iApproximate average salary by contribution assumption: employee only about $31,044 at 4% or $20,696 at 6%; with 50% employer match about $20,696 at 4% or $13,797 at 6%; with 100% employer match about $15,522 at 4% or $10,348 at 6%.
2022125$2,386,730$39,400$1,576iApproximate average salary by contribution assumption: employee only about $39,400 at 4% or $26,267 at 6%; with 50% employer match about $26,267 at 4% or $17,511 at 6%; with 100% employer match about $19,700 at 4% or $13,133 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-25$2,386,730$39,400$1,576iApproximate average salary by contribution assumption: employee only about $39,400 at 4% or $26,267 at 6%; with 50% employer match about $26,267 at 4% or $17,511 at 6%; with 100% employer match about $19,700 at 4% or $13,133 at 6%.
2021126$3,495,968$56,548$2,175iApproximate average salary by contribution assumption: employee only about $54,373 at 4% or $36,249 at 6%; with 50% employer match about $36,249 at 4% or $24,166 at 6%; with 100% employer match about $27,187 at 4% or $18,124 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-26$3,495,968$56,548$2,175iApproximate average salary by contribution assumption: employee only about $54,373 at 4% or $36,249 at 6%; with 50% employer match about $36,249 at 4% or $24,166 at 6%; with 100% employer match about $27,187 at 4% or $18,124 at 6%.
2020126$2,866,775$50,712$1,950iApproximate average salary by contribution assumption: employee only about $48,762 at 4% or $32,508 at 6%; with 50% employer match about $32,508 at 4% or $21,672 at 6%; with 100% employer match about $24,381 at 4% or $16,254 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-26$2,866,775$50,712$1,950iApproximate average salary by contribution assumption: employee only about $48,762 at 4% or $32,508 at 6%; with 50% employer match about $32,508 at 4% or $21,672 at 6%; with 100% employer match about $24,381 at 4% or $16,254 at 6%.
2019124$2,095,790$66,074$2,753iApproximate average salary by contribution assumption: employee only about $68,827 at 4% or $45,885 at 6%; with 50% employer match about $45,885 at 4% or $30,590 at 6%; with 100% employer match about $34,414 at 4% or $22,942 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-24$2,095,790$66,074$2,753iApproximate average salary by contribution assumption: employee only about $68,827 at 4% or $45,885 at 6%; with 50% employer match about $45,885 at 4% or $30,590 at 6%; with 100% employer match about $34,414 at 4% or $22,942 at 6%.
201815$1,527,961$71,707$14,341iApproximate average salary by contribution assumption: employee only about $358,535 at 4% or $239,023 at 6%; with 50% employer match about $239,023 at 4% or $159,349 at 6%; with 100% employer match about $179,268 at 4% or $119,512 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-5$1,527,961$71,707$14,341iApproximate average salary by contribution assumption: employee only about $358,535 at 4% or $239,023 at 6%; with 50% employer match about $239,023 at 4% or $159,349 at 6%; with 100% employer match about $179,268 at 4% or $119,512 at 6%.
201713$1,421,523$67,122$22,374iApproximate average salary by contribution assumption: employee only about $559,350 at 4% or $372,900 at 6%; with 50% employer match about $372,900 at 4% or $248,600 at 6%; with 100% employer match about $279,675 at 4% or $186,450 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-3$1,421,523$67,122$22,374iApproximate average salary by contribution assumption: employee only about $559,350 at 4% or $372,900 at 6%; with 50% employer match about $372,900 at 4% or $248,600 at 6%; with 100% employer match about $279,675 at 4% or $186,450 at 6%.
201613$1,051,464$51,805$17,268iApproximate average salary by contribution assumption: employee only about $431,708 at 4% or $287,806 at 6%; with 50% employer match about $287,806 at 4% or $191,870 at 6%; with 100% employer match about $215,854 at 4% or $143,903 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-3$1,051,464$51,805$17,268iApproximate average salary by contribution assumption: employee only about $431,708 at 4% or $287,806 at 6%; with 50% employer match about $287,806 at 4% or $191,870 at 6%; with 100% employer match about $215,854 at 4% or $143,903 at 6%.
201516$941,451$70,159$11,693iApproximate average salary by contribution assumption: employee only about $292,329 at 4% or $194,886 at 6%; with 50% employer match about $194,886 at 4% or $129,924 at 6%; with 100% employer match about $146,165 at 4% or $97,443 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-6$941,451$70,159$11,693iApproximate average salary by contribution assumption: employee only about $292,329 at 4% or $194,886 at 6%; with 50% employer match about $194,886 at 4% or $129,924 at 6%; with 100% employer match about $146,165 at 4% or $97,443 at 6%.
201417$689,841$67,725$9,675iApproximate average salary by contribution assumption: employee only about $241,875 at 4% or $161,250 at 6%; with 50% employer match about $161,250 at 4% or $107,500 at 6%; with 100% employer match about $120,938 at 4% or $80,625 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-7$689,841$67,725$9,675iApproximate average salary by contribution assumption: employee only about $241,875 at 4% or $161,250 at 6%; with 50% employer match about $161,250 at 4% or $107,500 at 6%; with 100% employer match about $120,938 at 4% or $80,625 at 6%.
201314$563,960$80,077$20,019iApproximate average salary by contribution assumption: employee only about $500,481 at 4% or $333,654 at 6%; with 50% employer match about $333,654 at 4% or $222,436 at 6%; with 100% employer match about $250,241 at 4% or $166,827 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-4$563,960$80,077$20,019iApproximate average salary by contribution assumption: employee only about $500,481 at 4% or $333,654 at 6%; with 50% employer match about $333,654 at 4% or $222,436 at 6%; with 100% employer match about $250,241 at 4% or $166,827 at 6%.
201214$455,519$82,737$20,684iApproximate average salary by contribution assumption: employee only about $517,106 at 4% or $344,738 at 6%; with 50% employer match about $344,738 at 4% or $229,825 at 6%; with 100% employer match about $258,553 at 4% or $172,369 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-4$455,519$82,737$20,684iApproximate average salary by contribution assumption: employee only about $517,106 at 4% or $344,738 at 6%; with 50% employer match about $344,738 at 4% or $229,825 at 6%; with 100% employer match about $258,553 at 4% or $172,369 at 6%.
201117$513,407$106,930$15,276iApproximate average salary by contribution assumption: employee only about $381,893 at 4% or $254,595 at 6%; with 50% employer match about $254,595 at 4% or $169,730 at 6%; with 100% employer match about $190,946 at 4% or $127,298 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-7$513,407$106,930$15,276iApproximate average salary by contribution assumption: employee only about $381,893 at 4% or $254,595 at 6%; with 50% employer match about $254,595 at 4% or $169,730 at 6%; with 100% employer match about $190,946 at 4% or $127,298 at 6%.
201017$411,487$104,503$14,929iApproximate average salary by contribution assumption: employee only about $373,225 at 4% or $248,817 at 6%; with 50% employer match about $248,817 at 4% or $165,878 at 6%; with 100% employer match about $186,613 at 4% or $124,408 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-7$411,487$104,503$14,929iApproximate average salary by contribution assumption: employee only about $373,225 at 4% or $248,817 at 6%; with 50% employer match about $248,817 at 4% or $165,878 at 6%; with 100% employer match about $186,613 at 4% or $124,408 at 6%.
200928$305,275$110,339$13,792iApproximate average salary by contribution assumption: employee only about $344,809 at 4% or $229,873 at 6%; with 50% employer match about $229,873 at 4% or $153,249 at 6%; with 100% employer match about $172,405 at 4% or $114,936 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-8$305,275$110,339$13,792iApproximate average salary by contribution assumption: employee only about $344,809 at 4% or $229,873 at 6%; with 50% employer match about $229,873 at 4% or $153,249 at 6%; with 100% employer match about $172,405 at 4% or $114,936 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-----
200716$87,339$87,219$14,537iApproximate average salary by contribution assumption: employee only about $363,413 at 4% or $242,275 at 6%; with 50% employer match about $242,275 at 4% or $161,517 at 6%; with 100% employer match about $181,706 at 4% or $121,138 at 6%.
Carol K. Lee, M.D., Profit Sharing/401(K) Plan-6$87,339$87,219$14,537iApproximate average salary by contribution assumption: employee only about $363,413 at 4% or $242,275 at 6%; with 50% employer match about $242,275 at 4% or $161,517 at 6%; with 100% employer match about $181,706 at 4% or $121,138 at 6%.