Civic Intelligence

Chiu-Fu Lee, M.D. Inc.

Plan context: Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan

EIN 95-3388878 • Huntington Beach, CA • 18 filings • 1 plans

16311 Walrus LaneHuntington Beach, CA 92649
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,844,271

2016 Contributions

$55,000

Historical Graphs

Total Assets Over Time

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

$2,038,386$1,019,193$0199920102015YearValue
$1,844,271Latest year 2015

Participants Over Time

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

320199920072015YearValue
3Latest year 2015

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
201610$0$0-
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-0$0$0-
201513$1,844,271$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$1,844,271$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201413$2,038,386$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$2,038,386$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201313$1,996,305$104,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$1,996,305$104,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
201213$1,746,377$91,836$30,612iApproximate average salary by contribution assumption: employee only about $765,300 at 4% or $510,200 at 6%; with 50% employer match about $510,200 at 4% or $340,133 at 6%; with 100% employer match about $382,650 at 4% or $255,100 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$1,746,377$91,836$30,612iApproximate average salary by contribution assumption: employee only about $765,300 at 4% or $510,200 at 6%; with 50% employer match about $510,200 at 4% or $340,133 at 6%; with 100% employer match about $382,650 at 4% or $255,100 at 6%.
201113$1,666,147$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$1,666,147$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
201013$1,587,117$73,470$24,490iApproximate average salary by contribution assumption: employee only about $612,250 at 4% or $408,167 at 6%; with 50% employer match about $408,167 at 4% or $272,111 at 6%; with 100% employer match about $306,125 at 4% or $204,083 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$1,587,117$73,470$24,490iApproximate average salary by contribution assumption: employee only about $612,250 at 4% or $408,167 at 6%; with 50% employer match about $408,167 at 4% or $272,111 at 6%; with 100% employer match about $306,125 at 4% or $204,083 at 6%.
200913$1,509,753$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$1,509,753$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
200813$0$0-
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3---
200713$0$0-
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3---
200612$1,085,799$44,898$22,449iApproximate average salary by contribution assumption: employee only about $561,225 at 4% or $374,150 at 6%; with 50% employer match about $374,150 at 4% or $249,433 at 6%; with 100% employer match about $280,613 at 4% or $187,075 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-2$1,085,799$44,898$22,449iApproximate average salary by contribution assumption: employee only about $561,225 at 4% or $374,150 at 6%; with 50% employer match about $374,150 at 4% or $249,433 at 6%; with 100% employer match about $280,613 at 4% or $187,075 at 6%.
200512$949,098$42,857$21,429iApproximate average salary by contribution assumption: employee only about $535,713 at 4% or $357,142 at 6%; with 50% employer match about $357,142 at 4% or $238,094 at 6%; with 100% employer match about $267,856 at 4% or $178,571 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-2$949,098$42,857$21,429iApproximate average salary by contribution assumption: employee only about $535,713 at 4% or $357,142 at 6%; with 50% employer match about $357,142 at 4% or $238,094 at 6%; with 100% employer match about $267,856 at 4% or $178,571 at 6%.
200412$854,118$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-2$854,118$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200312$0$0-
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-2---
200213$0$0-
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3---
200113$0$0-
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3---
200013$0$0-
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3---
199913$1,443,458$18,083$6,028iApproximate average salary by contribution assumption: employee only about $150,692 at 4% or $100,461 at 6%; with 50% employer match about $100,461 at 4% or $66,974 at 6%; with 100% employer match about $75,346 at 4% or $50,231 at 6%.
Chiu-Fu Lee, M.D. Inc. Money Purchase Pension Plan-3$1,443,458$18,083$6,028iApproximate average salary by contribution assumption: employee only about $150,692 at 4% or $100,461 at 6%; with 50% employer match about $100,461 at 4% or $66,974 at 6%; with 100% employer match about $75,346 at 4% or $50,231 at 6%.