Civic Intelligence

Carlton Y S Lee

Plan context: Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.

EIN 95-3629473 • 11 filings • 6 plans

Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$3,053,967

2009 Contributions

$35,781

Historical Graphs

Total Assets Over Time

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

$4,089,352$2,044,676$0199920042008YearValue
$3,053,967Latest year 2008

Participants Over Time

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

320199920032008YearValue
2Latest year 2008

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
200910$0$35,781-
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.---$35,781-
200812$3,053,967$31,461$15,731iApproximate average salary by contribution assumption: employee only about $393,263 at 4% or $262,175 at 6%; with 50% employer match about $262,175 at 4% or $174,783 at 6%; with 100% employer match about $196,631 at 4% or $131,088 at 6%.
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-2$3,053,967$31,461$15,731iApproximate average salary by contribution assumption: employee only about $393,263 at 4% or $262,175 at 6%; with 50% employer match about $262,175 at 4% or $174,783 at 6%; with 100% employer match about $196,631 at 4% or $131,088 at 6%.
200712$4,089,352$34,024$17,012iApproximate average salary by contribution assumption: employee only about $425,300 at 4% or $283,533 at 6%; with 50% employer match about $283,533 at 4% or $189,022 at 6%; with 100% employer match about $212,650 at 4% or $141,767 at 6%.
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-2$4,089,352$34,024$17,012iApproximate average salary by contribution assumption: employee only about $425,300 at 4% or $283,533 at 6%; with 50% employer match about $283,533 at 4% or $189,022 at 6%; with 100% employer match about $212,650 at 4% or $141,767 at 6%.
200610$3,265,642$37,114-
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-0$3,265,642$37,114-
200512$2,641,814$40,420$20,210iApproximate average salary by contribution assumption: employee only about $505,250 at 4% or $336,833 at 6%; with 50% employer match about $336,833 at 4% or $224,556 at 6%; with 100% employer match about $252,625 at 4% or $168,417 at 6%.
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-2$2,641,814$40,420$20,210iApproximate average salary by contribution assumption: employee only about $505,250 at 4% or $336,833 at 6%; with 50% employer match about $336,833 at 4% or $224,556 at 6%; with 100% employer match about $252,625 at 4% or $168,417 at 6%.
200412$2,260,066$40,460$20,230iApproximate average salary by contribution assumption: employee only about $505,750 at 4% or $337,167 at 6%; with 50% employer match about $337,167 at 4% or $224,778 at 6%; with 100% employer match about $252,875 at 4% or $168,583 at 6%.
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-2$2,260,066$40,460$20,230iApproximate average salary by contribution assumption: employee only about $505,750 at 4% or $337,167 at 6%; with 50% employer match about $337,167 at 4% or $224,778 at 6%; with 100% employer match about $252,875 at 4% or $168,583 at 6%.
200313$1,927,096$0-
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-3$1,927,096--
200212$1,230,475$7,979$3,990iApproximate average salary by contribution assumption: employee only about $99,738 at 4% or $66,492 at 6%; with 50% employer match about $66,492 at 4% or $44,328 at 6%; with 100% employer match about $49,869 at 4% or $33,246 at 6%.
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-2$1,230,475$7,979$3,990iApproximate average salary by contribution assumption: employee only about $99,738 at 4% or $66,492 at 6%; with 50% employer match about $66,492 at 4% or $44,328 at 6%; with 100% employer match about $49,869 at 4% or $33,246 at 6%.
200112$1,585,474$45,221$22,611iApproximate average salary by contribution assumption: employee only about $565,263 at 4% or $376,842 at 6%; with 50% employer match about $376,842 at 4% or $251,228 at 6%; with 100% employer match about $282,631 at 4% or $188,421 at 6%.
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-2$1,585,474$45,221$22,611iApproximate average salary by contribution assumption: employee only about $565,263 at 4% or $376,842 at 6%; with 50% employer match about $376,842 at 4% or $251,228 at 6%; with 100% employer match about $282,631 at 4% or $188,421 at 6%.
200012$0$0-
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-2---
199913$1,748,879$38,131$12,710iApproximate average salary by contribution assumption: employee only about $317,758 at 4% or $211,839 at 6%; with 50% employer match about $211,839 at 4% or $141,226 at 6%; with 100% employer match about $158,879 at 4% or $105,919 at 6%.
Wells Fargo Bank Analified Retirement Plan of Carlton Ys Lee M.D.-3$1,748,879$38,131$12,710iApproximate average salary by contribution assumption: employee only about $317,758 at 4% or $211,839 at 6%; with 50% employer match about $211,839 at 4% or $141,226 at 6%; with 100% employer match about $158,879 at 4% or $105,919 at 6%.