Civic Intelligence

David S. Yee, M.D., a Sole Proprietor

Plan context: DAVID S. YEE 401K PLAN

EIN 94-3254923 • 25 filings • 7 plans

Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$225,858

2013 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$2,750,882$1,375,441$0199920062013YearValue
$225,858Latest year 2013

Participants Over Time

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

320199920062012YearValue
1Latest year 2012

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
201310$225,858$0-
DAVID S. YEE 401K PLAN-0$225,858--
201211$2,750,882$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
DAVID S. YEE 401K PLAN-1$2,750,882$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201113$2,711,024$55,756$18,585iApproximate average salary by contribution assumption: employee only about $464,633 at 4% or $309,756 at 6%; with 50% employer match about $309,756 at 4% or $206,504 at 6%; with 100% employer match about $232,317 at 4% or $154,878 at 6%.
DAVID S. YEE 401K PLAN-3$2,711,024$55,756$18,585iApproximate average salary by contribution assumption: employee only about $464,633 at 4% or $309,756 at 6%; with 50% employer match about $309,756 at 4% or $206,504 at 6%; with 100% employer match about $232,317 at 4% or $154,878 at 6%.
201013$2,717,284$415,509$138,503iApproximate average salary by contribution assumption: employee only about $3,462,575 at 4% or $2,308,383 at 6%; with 50% employer match about $2,308,383 at 4% or $1,538,922 at 6%; with 100% employer match about $1,731,288 at 4% or $1,154,192 at 6%.
DAVID S. YEE 401K PLAN-3$2,717,284$415,509$138,503iApproximate average salary by contribution assumption: employee only about $3,462,575 at 4% or $2,308,383 at 6%; with 50% employer match about $2,308,383 at 4% or $1,538,922 at 6%; with 100% employer match about $1,731,288 at 4% or $1,154,192 at 6%.
200921$2,714,456$2,220,264$2,220,264iApproximate average salary by contribution assumption: employee only about $55,506,600 at 4% or $37,004,400 at 6%; with 50% employer match about $37,004,400 at 4% or $24,669,600 at 6%; with 100% employer match about $27,753,300 at 4% or $18,502,200 at 6%.
DAVID S. YEE 401K PLAN-1$2,261,437$2,220,264$2,220,264iApproximate average salary by contribution assumption: employee only about $55,506,600 at 4% or $37,004,400 at 6%; with 50% employer match about $37,004,400 at 4% or $24,669,600 at 6%; with 100% employer match about $27,753,300 at 4% or $18,502,200 at 6%.
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-1$453,019--
200821$0$0-
DAVID S. YEE 401K PLAN-1---
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-1---
200711$0$0-
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-1---
200612$2,407,533$1,700,112$850,056iApproximate average salary by contribution assumption: employee only about $21,251,400 at 4% or $14,167,600 at 6%; with 50% employer match about $14,167,600 at 4% or $9,445,067 at 6%; with 100% employer match about $10,625,700 at 4% or $7,083,800 at 6%.
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-2$2,407,533$1,700,112$850,056iApproximate average salary by contribution assumption: employee only about $21,251,400 at 4% or $14,167,600 at 6%; with 50% employer match about $14,167,600 at 4% or $9,445,067 at 6%; with 100% employer match about $10,625,700 at 4% or $7,083,800 at 6%.
200521$2,094,171$273,316$273,316iApproximate average salary by contribution assumption: employee only about $6,832,900 at 4% or $4,555,267 at 6%; with 50% employer match about $4,555,267 at 4% or $3,036,844 at 6%; with 100% employer match about $3,416,450 at 4% or $2,277,633 at 6%.
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-1$2,094,171$273,316$273,316iApproximate average salary by contribution assumption: employee only about $6,832,900 at 4% or $4,555,267 at 6%; with 50% employer match about $4,555,267 at 4% or $3,036,844 at 6%; with 100% employer match about $3,416,450 at 4% or $2,277,633 at 6%.
David S. Yee, M.D., a Sole Proprietor Profit Sharing Plan and Trust-0---
200422$1,845,431$715,750$357,875iApproximate average salary by contribution assumption: employee only about $8,946,875 at 4% or $5,964,583 at 6%; with 50% employer match about $5,964,583 at 4% or $3,976,389 at 6%; with 100% employer match about $4,473,438 at 4% or $2,982,292 at 6%.
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-2$1,762,208$715,750$357,875iApproximate average salary by contribution assumption: employee only about $8,946,875 at 4% or $5,964,583 at 6%; with 50% employer match about $5,964,583 at 4% or $3,976,389 at 6%; with 100% employer match about $4,473,438 at 4% or $2,982,292 at 6%.
David S. Yee, M.D., a Sole Proprietor Profit Sharing Plan and Trust-2$83,223--
200322$1,597,165$178,506$89,253iApproximate average salary by contribution assumption: employee only about $2,231,325 at 4% or $1,487,550 at 6%; with 50% employer match about $1,487,550 at 4% or $991,700 at 6%; with 100% employer match about $1,115,663 at 4% or $743,775 at 6%.
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-2$1,008,673$178,506$89,253iApproximate average salary by contribution assumption: employee only about $2,231,325 at 4% or $1,487,550 at 6%; with 50% employer match about $1,487,550 at 4% or $991,700 at 6%; with 100% employer match about $1,115,663 at 4% or $743,775 at 6%.
David S. Yee, M.D., a Sole Proprietor Profit Sharing Plan and Trust-2$588,492--
200222$545,279$0-
David S. Yee, M.D., a Sole Proprietor Profit Sharing Plan and Trust-2$545,279--
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-2---
200122$0$0-
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-2---
David S. Yee, M.D., a Sole Proprietor Profit Sharing Plan and Trust-2---
200022$0$0-
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-1---
David S. Yee, M.D., a Sole Proprietor Profit Sharing Plan and Trust-2---
199931$885,242$481,349$481,349iApproximate average salary by contribution assumption: employee only about $12,033,725 at 4% or $8,022,483 at 6%; with 50% employer match about $8,022,483 at 4% or $5,348,322 at 6%; with 100% employer match about $6,016,863 at 4% or $4,011,242 at 6%.
David S. Yee, M.D., a Sole Proprietor Profit Sharing Plan and Trust-1$570,094$382,901$382,901iApproximate average salary by contribution assumption: employee only about $9,572,525 at 4% or $6,381,683 at 6%; with 50% employer match about $6,381,683 at 4% or $4,254,456 at 6%; with 100% employer match about $4,786,263 at 4% or $3,190,842 at 6%.
David S. Yee, M.D., a Sole Proprietor Defined Benefit Pension Plan-1$315,148$98,448$98,448iApproximate average salary by contribution assumption: employee only about $2,461,200 at 4% or $1,640,800 at 6%; with 50% employer match about $1,640,800 at 4% or $1,093,867 at 6%; with 100% employer match about $1,230,600 at 4% or $820,400 at 6%.
David S. Yee, M.D., a Sole Proprietor Money Purchase Pension Plan-0---