Jeffrey D.S. Lee, MD
Plan context: JEFFREY D.S. LEE, M.D. RETIREMENT PLAN
EIN 95-3783958 • San Dimas, CA • 39 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$7,936,738
2020 Contributions
$26,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 3 | $7,936,738 | $26,000 | $8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%. |
| JEFFREY D.S. LEE, M.D. RETIREMENT PLAN | - | 3 | $7,936,738 | $26,000 | $8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%. |
| 2019 | 1 | 3 | $8,169,383 | $88,800 | $29,600iApproximate average salary by contribution assumption: employee only about $740,000 at 4% or $493,333 at 6%; with 50% employer match about $493,333 at 4% or $328,889 at 6%; with 100% employer match about $370,000 at 4% or $246,667 at 6%. |
| JEFFREY D.S. LEE, M.D. RETIREMENT PLAN | - | 3 | $8,169,383 | $88,800 | $29,600iApproximate average salary by contribution assumption: employee only about $740,000 at 4% or $493,333 at 6%; with 50% employer match about $493,333 at 4% or $328,889 at 6%; with 100% employer match about $370,000 at 4% or $246,667 at 6%. |
| 2018 | 1 | 3 | $6,655,397 | $63,078 | $21,026iApproximate average salary by contribution assumption: employee only about $525,650 at 4% or $350,433 at 6%; with 50% employer match about $350,433 at 4% or $233,622 at 6%; with 100% employer match about $262,825 at 4% or $175,217 at 6%. |
| JEFFREY D.S. LEE, M.D. RETIREMENT PLAN | - | 3 | $6,655,397 | $63,078 | $21,026iApproximate average salary by contribution assumption: employee only about $525,650 at 4% or $350,433 at 6%; with 50% employer match about $350,433 at 4% or $233,622 at 6%; with 100% employer match about $262,825 at 4% or $175,217 at 6%. |
| 2017 | 2 | 3 | $6,769,196 | $6,769,196 | $2,256,399iApproximate average salary by contribution assumption: employee only about $56,409,967 at 4% or $37,606,644 at 6%; with 50% employer match about $37,606,644 at 4% or $25,071,096 at 6%; with 100% employer match about $28,204,983 at 4% or $18,803,322 at 6%. |
| JEFFREY D.S. LEE, M.D. RETIREMENT PLAN | - | 3 | $6,769,196 | $6,769,196 | $2,256,399iApproximate average salary by contribution assumption: employee only about $56,409,967 at 4% or $37,606,644 at 6%; with 50% employer match about $37,606,644 at 4% or $25,071,096 at 6%; with 100% employer match about $28,204,983 at 4% or $18,803,322 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 0 | - | - | - |
| 2016 | 1 | 2 | $6,239,313 | $217,000 | $108,500iApproximate average salary by contribution assumption: employee only about $2,712,500 at 4% or $1,808,333 at 6%; with 50% employer match about $1,808,333 at 4% or $1,205,556 at 6%; with 100% employer match about $1,356,250 at 4% or $904,167 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $6,239,313 | $217,000 | $108,500iApproximate average salary by contribution assumption: employee only about $2,712,500 at 4% or $1,808,333 at 6%; with 50% employer match about $1,808,333 at 4% or $1,205,556 at 6%; with 100% employer match about $1,356,250 at 4% or $904,167 at 6%. |
| 2015 | 1 | 2 | $5,985,888 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $5,985,888 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2014 | 1 | 2 | $6,068,519 | $294,000 | $147,000iApproximate average salary by contribution assumption: employee only about $3,675,000 at 4% or $2,450,000 at 6%; with 50% employer match about $2,450,000 at 4% or $1,633,333 at 6%; with 100% employer match about $1,837,500 at 4% or $1,225,000 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $6,068,519 | $294,000 | $147,000iApproximate average salary by contribution assumption: employee only about $3,675,000 at 4% or $2,450,000 at 6%; with 50% employer match about $2,450,000 at 4% or $1,633,333 at 6%; with 100% employer match about $1,837,500 at 4% or $1,225,000 at 6%. |
| 2013 | 1 | 2 | $5,643,800 | $220,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $5,643,800 | $220,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| 2012 | 2 | 3 | $5,321,004 | $216,000 | $72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 3 | $5,311,888 | $216,000 | $72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 3 | $9,116 | $0 | - |
| 2011 | 2 | 3 | $4,883,433 | $210,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 3 | $4,870,319 | $210,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 3 | $13,114 | $0 | - |
| 2010 | 2 | 3 | $4,513,727 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 3 | $4,494,575 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 3 | $19,152 | $0 | - |
| 2009 | 2 | 4 | $4,075,805 | $313,603 | $78,401iApproximate average salary by contribution assumption: employee only about $1,960,019 at 4% or $1,306,679 at 6%; with 50% employer match about $1,306,679 at 4% or $871,119 at 6%; with 100% employer match about $980,009 at 4% or $653,340 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 4 | $4,050,282 | $313,603 | $78,401iApproximate average salary by contribution assumption: employee only about $1,960,019 at 4% or $1,306,679 at 6%; with 50% employer match about $1,306,679 at 4% or $871,119 at 6%; with 100% employer match about $980,009 at 4% or $653,340 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $25,523 | - | - |
| 2008 | 2 | 2 | $3,131,426 | $381,000 | $190,500iApproximate average salary by contribution assumption: employee only about $4,762,500 at 4% or $3,175,000 at 6%; with 50% employer match about $3,175,000 at 4% or $2,116,667 at 6%; with 100% employer match about $2,381,250 at 4% or $1,587,500 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $3,100,497 | $381,000 | $190,500iApproximate average salary by contribution assumption: employee only about $4,762,500 at 4% or $3,175,000 at 6%; with 50% employer match about $3,175,000 at 4% or $2,116,667 at 6%; with 100% employer match about $2,381,250 at 4% or $1,587,500 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $30,929 | - | - |
| 2007 | 2 | 2 | $0 | $0 | - |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | - | - | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | - | - | - |
| 2006 | 2 | 2 | $3,778,959 | $200,952 | $100,476iApproximate average salary by contribution assumption: employee only about $2,511,900 at 4% or $1,674,600 at 6%; with 50% employer match about $1,674,600 at 4% or $1,116,400 at 6%; with 100% employer match about $1,255,950 at 4% or $837,300 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $3,739,040 | $200,952 | $100,476iApproximate average salary by contribution assumption: employee only about $2,511,900 at 4% or $1,674,600 at 6%; with 50% employer match about $1,674,600 at 4% or $1,116,400 at 6%; with 100% employer match about $1,255,950 at 4% or $837,300 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $39,919 | - | - |
| 2005 | 2 | 2 | $3,063,373 | $187,230 | $93,615iApproximate average salary by contribution assumption: employee only about $2,340,375 at 4% or $1,560,250 at 6%; with 50% employer match about $1,560,250 at 4% or $1,040,167 at 6%; with 100% employer match about $1,170,188 at 4% or $780,125 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $3,019,532 | $187,230 | $93,615iApproximate average salary by contribution assumption: employee only about $2,340,375 at 4% or $1,560,250 at 6%; with 50% employer match about $1,560,250 at 4% or $1,040,167 at 6%; with 100% employer match about $1,170,188 at 4% or $780,125 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $43,841 | - | - |
| 2004 | 2 | 5 | $2,758,372 | $177,392 | $35,478iApproximate average salary by contribution assumption: employee only about $886,960 at 4% or $591,307 at 6%; with 50% employer match about $591,307 at 4% or $394,204 at 6%; with 100% employer match about $443,480 at 4% or $295,653 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $2,711,056 | $177,392 | $88,696iApproximate average salary by contribution assumption: employee only about $2,217,400 at 4% or $1,478,267 at 6%; with 50% employer match about $1,478,267 at 4% or $985,511 at 6%; with 100% employer match about $1,108,700 at 4% or $739,133 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 5 | $47,316 | - | - |
| 2003 | 2 | 3 | $2,372,299 | $178,000 | $59,333iApproximate average salary by contribution assumption: employee only about $1,483,333 at 4% or $988,889 at 6%; with 50% employer match about $988,889 at 4% or $659,259 at 6%; with 100% employer match about $741,667 at 4% or $494,444 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 3 | $2,321,799 | $178,000 | $59,333iApproximate average salary by contribution assumption: employee only about $1,483,333 at 4% or $988,889 at 6%; with 50% employer match about $988,889 at 4% or $659,259 at 6%; with 100% employer match about $741,667 at 4% or $494,444 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 3 | $50,500 | - | - |
| 2002 | 2 | 4 | $1,867,469 | $191,743 | $47,936iApproximate average salary by contribution assumption: employee only about $1,198,394 at 4% or $798,929 at 6%; with 50% employer match about $798,929 at 4% or $532,619 at 6%; with 100% employer match about $599,197 at 4% or $399,465 at 6%. |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | $1,815,047 | $191,743 | $95,872iApproximate average salary by contribution assumption: employee only about $2,396,788 at 4% or $1,597,858 at 6%; with 50% employer match about $1,597,858 at 4% or $1,065,239 at 6%; with 100% employer match about $1,198,394 at 4% or $798,929 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 4 | $52,422 | - | - |
| 2001 | 3 | 3 | $53,733 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 3 | $53,733 | - | - |
| Jeffrey D.S. Lee, M.D. Target Benefit Plan | - | 0 | - | - | - |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 2 | - | - | - |
| 2000 | 3 | 3 | $1,674,316 | $43,632 | $14,544iApproximate average salary by contribution assumption: employee only about $363,600 at 4% or $242,400 at 6%; with 50% employer match about $242,400 at 4% or $161,600 at 6%; with 100% employer match about $181,800 at 4% or $121,200 at 6%. |
| Jeffrey D.S. Lee, M.D. Target Benefit Plan | - | 3 | $1,607,142 | $31,290 | $10,430iApproximate average salary by contribution assumption: employee only about $260,750 at 4% or $173,833 at 6%; with 50% employer match about $173,833 at 4% or $115,889 at 6%; with 100% employer match about $130,375 at 4% or $86,917 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $54,832 | - | - |
| Jeffrey D.S. Lee, M.D. Defined Benefit Plan | - | 3 | $12,342 | $12,342 | $4,114iApproximate average salary by contribution assumption: employee only about $102,850 at 4% or $68,567 at 6%; with 50% employer match about $68,567 at 4% or $45,711 at 6%; with 100% employer match about $51,425 at 4% or $34,283 at 6%. |
| 1999 | 2 | 2 | $1,041,309 | $30,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| Jeffrey D.S. Lee, M.D. Target Benefit Plan | - | 2 | $985,565 | $30,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $55,744 | - | - |