Civic Intelligence

Stephen Y. Lee, M.D. Inc.

Plan context: Stephen Y. Lee, M.D. Inc. Profit Sharing Plan

EIN 95-3743877 • San Marino, CA • 26 filings • 1 plans

2101 Oak Knoll AveSan Marino, CA 91108
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,497,673

2024 Contributions

$9,822

Historical Graphs

Total Assets Over Time

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

$1,497,673$748,837$0199920132024YearValue
$1,497,673Latest year 2024

Participants Over Time

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

740199920122024YearValue
2Latest 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
202412$1,497,673$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-2$1,497,673$0-
202312$1,282,053$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-2$1,282,053$0-
202213$1,064,157$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-3$1,064,157--
202113$1,428,510$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-3$1,428,510--
202013$1,269,817$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-3$1,269,817--
201913$1,098,239$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-3$1,098,239--
201813$918,273$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-3$918,273$0-
201717$1,064,712$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-7$1,064,712--
201617$916,690$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-7$916,690--
201517$855,211$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-7$855,211$0-
201417$864,006$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-7$864,006$0-
201317$829,556$9,822$1,403iApproximate average salary by contribution assumption: employee only about $35,079 at 4% or $23,386 at 6%; with 50% employer match about $23,386 at 4% or $15,590 at 6%; with 100% employer match about $17,539 at 4% or $11,693 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-7$829,556$9,822$1,403iApproximate average salary by contribution assumption: employee only about $35,079 at 4% or $23,386 at 6%; with 50% employer match about $23,386 at 4% or $15,590 at 6%; with 100% employer match about $17,539 at 4% or $11,693 at 6%.
201217$704,350$9,041$1,292iApproximate average salary by contribution assumption: employee only about $32,289 at 4% or $21,526 at 6%; with 50% employer match about $21,526 at 4% or $14,351 at 6%; with 100% employer match about $16,145 at 4% or $10,763 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-7$704,350$9,041$1,292iApproximate average salary by contribution assumption: employee only about $32,289 at 4% or $21,526 at 6%; with 50% employer match about $21,526 at 4% or $14,351 at 6%; with 100% employer match about $16,145 at 4% or $10,763 at 6%.
201115$624,453$8,981$1,796iApproximate average salary by contribution assumption: employee only about $44,905 at 4% or $29,937 at 6%; with 50% employer match about $29,937 at 4% or $19,958 at 6%; with 100% employer match about $22,453 at 4% or $14,968 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-5$624,453$8,981$1,796iApproximate average salary by contribution assumption: employee only about $44,905 at 4% or $29,937 at 6%; with 50% employer match about $29,937 at 4% or $19,958 at 6%; with 100% employer match about $22,453 at 4% or $14,968 at 6%.
201017$642,985$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-7$642,985$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200915$539,813$59,596$11,919iApproximate average salary by contribution assumption: employee only about $297,980 at 4% or $198,653 at 6%; with 50% employer match about $198,653 at 4% or $132,436 at 6%; with 100% employer match about $148,990 at 4% or $99,327 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-5$539,813$59,596$11,919iApproximate average salary by contribution assumption: employee only about $297,980 at 4% or $198,653 at 6%; with 50% employer match about $198,653 at 4% or $132,436 at 6%; with 100% employer match about $148,990 at 4% or $99,327 at 6%.
200814$397,025$53,209$13,302iApproximate average salary by contribution assumption: employee only about $332,556 at 4% or $221,704 at 6%; with 50% employer match about $221,704 at 4% or $147,803 at 6%; with 100% employer match about $166,278 at 4% or $110,852 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-4$397,025$53,209$13,302iApproximate average salary by contribution assumption: employee only about $332,556 at 4% or $221,704 at 6%; with 50% employer match about $221,704 at 4% or $147,803 at 6%; with 100% employer match about $166,278 at 4% or $110,852 at 6%.
200714$0$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-4---
200614$434,825$32,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-4$434,825$32,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200514$371,972$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-4$371,972$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200414$321,641$15,525$3,881iApproximate average salary by contribution assumption: employee only about $97,031 at 4% or $64,688 at 6%; with 50% employer match about $64,688 at 4% or $43,125 at 6%; with 100% employer match about $48,516 at 4% or $32,344 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-4$321,641$15,525$3,881iApproximate average salary by contribution assumption: employee only about $97,031 at 4% or $64,688 at 6%; with 50% employer match about $64,688 at 4% or $43,125 at 6%; with 100% employer match about $48,516 at 4% or $32,344 at 6%.
200314$0$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-4---
200214$385,176$7,501$1,875iApproximate average salary by contribution assumption: employee only about $46,881 at 4% or $31,254 at 6%; with 50% employer match about $31,254 at 4% or $20,836 at 6%; with 100% employer match about $23,441 at 4% or $15,627 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-4$385,176$7,501$1,875iApproximate average salary by contribution assumption: employee only about $46,881 at 4% or $31,254 at 6%; with 50% employer match about $31,254 at 4% or $20,836 at 6%; with 100% employer match about $23,441 at 4% or $15,627 at 6%.
200115$0$0-
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-5---
200015$592,162$7,712$1,542iApproximate average salary by contribution assumption: employee only about $38,560 at 4% or $25,707 at 6%; with 50% employer match about $25,707 at 4% or $17,138 at 6%; with 100% employer match about $19,280 at 4% or $12,853 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-5$592,162$7,712$1,542iApproximate average salary by contribution assumption: employee only about $38,560 at 4% or $25,707 at 6%; with 50% employer match about $25,707 at 4% or $17,138 at 6%; with 100% employer match about $19,280 at 4% or $12,853 at 6%.
199915$658,670$7,303$1,461iApproximate average salary by contribution assumption: employee only about $36,515 at 4% or $24,343 at 6%; with 50% employer match about $24,343 at 4% or $16,229 at 6%; with 100% employer match about $18,258 at 4% or $12,172 at 6%.
Stephen Y. Lee, M.D. Inc. Profit Sharing Plan-5$658,670$7,303$1,461iApproximate average salary by contribution assumption: employee only about $36,515 at 4% or $24,343 at 6%; with 50% employer match about $24,343 at 4% or $16,229 at 6%; with 100% employer match about $18,258 at 4% or $12,172 at 6%.