Civic Intelligence

Frederick O. Lee, M.D.

Plan context: Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan

EIN 95-4062486 • Pasadena, CA • 33 filings • 6 plans

2155 E. Villa StreetPasadena, CA 91107-2452
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$5,662,297

2024 Contributions

$72,799

Historical Graphs

Total Assets Over Time

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

$5,662,297$2,831,149$0199920132024YearValue
$5,662,297Latest year 2024

Participants Over Time

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

320199920122024YearValue
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$5,662,297$72,799$36,400iApproximate average salary by contribution assumption: employee only about $909,988 at 4% or $606,658 at 6%; with 50% employer match about $606,658 at 4% or $404,439 at 6%; with 100% employer match about $454,994 at 4% or $303,329 at 6%.
Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan-2$5,662,297$72,799$36,400iApproximate average salary by contribution assumption: employee only about $909,988 at 4% or $606,658 at 6%; with 50% employer match about $606,658 at 4% or $404,439 at 6%; with 100% employer match about $454,994 at 4% or $303,329 at 6%.
202312$4,997,056$68,555$34,278iApproximate average salary by contribution assumption: employee only about $856,938 at 4% or $571,292 at 6%; with 50% employer match about $571,292 at 4% or $380,861 at 6%; with 100% employer match about $428,469 at 4% or $285,646 at 6%.
Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan-2$4,997,056$68,555$34,278iApproximate average salary by contribution assumption: employee only about $856,938 at 4% or $571,292 at 6%; with 50% employer match about $571,292 at 4% or $380,861 at 6%; with 100% employer match about $428,469 at 4% or $285,646 at 6%.
202212$4,315,763$63,917$31,959iApproximate average salary by contribution assumption: employee only about $798,963 at 4% or $532,642 at 6%; with 50% employer match about $532,642 at 4% or $355,094 at 6%; with 100% employer match about $399,481 at 4% or $266,321 at 6%.
Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan-2$4,315,763$63,917$31,959iApproximate average salary by contribution assumption: employee only about $798,963 at 4% or $532,642 at 6%; with 50% employer match about $532,642 at 4% or $355,094 at 6%; with 100% employer match about $399,481 at 4% or $266,321 at 6%.
202112$5,098,148$60,019$30,010iApproximate average salary by contribution assumption: employee only about $750,238 at 4% or $500,158 at 6%; with 50% employer match about $500,158 at 4% or $333,439 at 6%; with 100% employer match about $375,119 at 4% or $250,079 at 6%.
Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan-2$5,098,148$60,019$30,010iApproximate average salary by contribution assumption: employee only about $750,238 at 4% or $500,158 at 6%; with 50% employer match about $500,158 at 4% or $333,439 at 6%; with 100% employer match about $375,119 at 4% or $250,079 at 6%.
202012$4,589,459$59,200$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%.
Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan-2$4,589,459$59,200$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%.
201912$4,018,956$58,100$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan-2$4,018,956$58,100$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
201822$3,373,189$3,416,244$1,708,122iApproximate average salary by contribution assumption: employee only about $42,703,050 at 4% or $28,468,700 at 6%; with 50% employer match about $28,468,700 at 4% or $18,979,133 at 6%; with 100% employer match about $21,351,525 at 4% or $14,234,350 at 6%.
Frederick O. Lee, M.D. a Sole Proprietorship Profit Sharing Plan-2$3,373,189$3,316,244$1,658,122iApproximate average salary by contribution assumption: employee only about $41,453,050 at 4% or $27,635,367 at 6%; with 50% employer match about $27,635,367 at 4% or $18,423,578 at 6%; with 100% employer match about $20,726,525 at 4% or $13,817,683 at 6%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-0-$100,000-
201712$3,449,482$100,000$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%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-2$3,449,482$100,000$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%.
201612$2,966,149$100,000$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%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-2$2,966,149$100,000$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%.
201513$2,720,881$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%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$2,720,881$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%.
201413$2,666,815$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%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$2,666,815$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$2,410,706$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%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$2,410,706$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%.
201213$2,012,109$150,000$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%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$2,012,109$150,000$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$1,675,414$228,447$76,149iApproximate average salary by contribution assumption: employee only about $1,903,725 at 4% or $1,269,150 at 6%; with 50% employer match about $1,269,150 at 4% or $846,100 at 6%; with 100% employer match about $951,863 at 4% or $634,575 at 6%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$1,675,414$228,447$76,149iApproximate average salary by contribution assumption: employee only about $1,903,725 at 4% or $1,269,150 at 6%; with 50% employer match about $1,269,150 at 4% or $846,100 at 6%; with 100% employer match about $951,863 at 4% or $634,575 at 6%.
201013$1,442,463$112,270$37,423iApproximate average salary by contribution assumption: employee only about $935,583 at 4% or $623,722 at 6%; with 50% employer match about $623,722 at 4% or $415,815 at 6%; with 100% employer match about $467,792 at 4% or $311,861 at 6%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$1,442,463$112,270$37,423iApproximate average salary by contribution assumption: employee only about $935,583 at 4% or $623,722 at 6%; with 50% employer match about $623,722 at 4% or $415,815 at 6%; with 100% employer match about $467,792 at 4% or $311,861 at 6%.
200913$1,202,829$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%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$1,202,829$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%.
200813$0$0-
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3---
200723$969,722$174,118$58,039iApproximate average salary by contribution assumption: employee only about $1,450,983 at 4% or $967,322 at 6%; with 50% employer match about $967,322 at 4% or $644,881 at 6%; with 100% employer match about $725,492 at 4% or $483,661 at 6%.
Frederick O. Lee, M.D. Defined Benefit Pension Plan-3$969,722$174,118$58,039iApproximate average salary by contribution assumption: employee only about $1,450,983 at 4% or $967,322 at 6%; with 50% employer match about $967,322 at 4% or $644,881 at 6%; with 100% employer match about $725,492 at 4% or $483,661 at 6%.
Frederick O Lee MD Employees Profit Sharing Plan-0---
200623$0$0-
Frederick O Lee MD Employees Profit Sharing Plan-3---
Frederick O. Lee, M.D., Employees Pension Plan-3---
200513$488,395$44,299$14,766iApproximate average salary by contribution assumption: employee only about $369,158 at 4% or $246,106 at 6%; with 50% employer match about $246,106 at 4% or $164,070 at 6%; with 100% employer match about $184,579 at 4% or $123,053 at 6%.
Frederick O Lee MD Employees Profit Sharing Plan-3$488,395$44,299$14,766iApproximate average salary by contribution assumption: employee only about $369,158 at 4% or $246,106 at 6%; with 50% employer match about $246,106 at 4% or $164,070 at 6%; with 100% employer match about $184,579 at 4% or $123,053 at 6%.
200413$415,994$43,139$14,380iApproximate average salary by contribution assumption: employee only about $359,492 at 4% or $239,661 at 6%; with 50% employer match about $239,661 at 4% or $159,774 at 6%; with 100% employer match about $179,746 at 4% or $119,831 at 6%.
Frederick O Lee MD Employees Profit Sharing Plan-3$415,994$43,139$14,380iApproximate average salary by contribution assumption: employee only about $359,492 at 4% or $239,661 at 6%; with 50% employer match about $239,661 at 4% or $159,774 at 6%; with 100% employer match about $179,746 at 4% or $119,831 at 6%.
200313$334,995$42,139$14,046iApproximate average salary by contribution assumption: employee only about $351,158 at 4% or $234,106 at 6%; with 50% employer match about $234,106 at 4% or $156,070 at 6%; with 100% employer match about $175,579 at 4% or $117,053 at 6%.
Frederick O Lee MD Employees Profit Sharing Plan-3$334,995$42,139$14,046iApproximate average salary by contribution assumption: employee only about $351,158 at 4% or $234,106 at 6%; with 50% employer match about $234,106 at 4% or $156,070 at 6%; with 100% employer match about $175,579 at 4% or $117,053 at 6%.
200223$243,150$42,102$14,034iApproximate average salary by contribution assumption: employee only about $350,850 at 4% or $233,900 at 6%; with 50% employer match about $233,900 at 4% or $155,933 at 6%; with 100% employer match about $175,425 at 4% or $116,950 at 6%.
Frederick O Lee MD Employees Profit Sharing Plan-3$243,150$42,102$14,034iApproximate average salary by contribution assumption: employee only about $350,850 at 4% or $233,900 at 6%; with 50% employer match about $233,900 at 4% or $155,933 at 6%; with 100% employer match about $175,425 at 4% or $116,950 at 6%.
Frederick O. Lee, M.D., Employees Pension Plan-0---
200123$0$0-
Frederick O. Lee, M.D., Employees Pension Plan-3---
Frederick O Lee MD Employees Profit Sharing Plan-3---
200023$202,700$32,672$10,891iApproximate average salary by contribution assumption: employee only about $272,267 at 4% or $181,511 at 6%; with 50% employer match about $181,511 at 4% or $121,007 at 6%; with 100% employer match about $136,133 at 4% or $90,756 at 6%.
Frederick O Lee MD Employees Profit Sharing Plan-3$146,377$22,897$7,632iApproximate average salary by contribution assumption: employee only about $190,808 at 4% or $127,206 at 6%; with 50% employer match about $127,206 at 4% or $84,804 at 6%; with 100% employer match about $95,404 at 4% or $63,603 at 6%.
Frederick O. Lee, M.D., Employees Pension Plan-3$56,323$9,775$3,258iApproximate average salary by contribution assumption: employee only about $81,458 at 4% or $54,306 at 6%; with 50% employer match about $54,306 at 4% or $36,204 at 6%; with 100% employer match about $40,729 at 4% or $27,153 at 6%.
199923$174,976$32,412$10,804iApproximate average salary by contribution assumption: employee only about $270,100 at 4% or $180,067 at 6%; with 50% employer match about $180,067 at 4% or $120,044 at 6%; with 100% employer match about $135,050 at 4% or $90,033 at 6%.
Frederick O Lee MD Employees Profit Sharing Plan-3$127,073$23,284$7,761iApproximate average salary by contribution assumption: employee only about $194,033 at 4% or $129,356 at 6%; with 50% employer match about $129,356 at 4% or $86,237 at 6%; with 100% employer match about $97,017 at 4% or $64,678 at 6%.
Frederick O. Lee, M.D., Employees Pension Plan-3$47,903$9,128$3,043iApproximate average salary by contribution assumption: employee only about $76,067 at 4% or $50,711 at 6%; with 50% employer match about $50,711 at 4% or $33,807 at 6%; with 100% employer match about $38,033 at 4% or $25,356 at 6%.