Civic Intelligence

Pen H. Lee, M.D., Inc.

Plan context: Pen H. Lee, M.D. Inc. Profit Sharing Plan

EIN 95-4830772 • Monterey Park, CA • 48 filings • 4 plans

600 N. Garfield Ave., Ste 110Monterey Park, CA 91754
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,256,405

2024 Contributions

$96,463

Historical Graphs

Total Assets Over Time

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

$4,256,405$2,128,203$0200120132024YearValue
$4,256,405Latest year 2024

Participants Over Time

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

950200120132024YearValue
8Latest 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
202428$4,256,405$96,463$12,058iApproximate average salary by contribution assumption: employee only about $301,447 at 4% or $200,965 at 6%; with 50% employer match about $200,965 at 4% or $133,976 at 6%; with 100% employer match about $150,723 at 4% or $100,482 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-8$2,382,834$96,463$12,058iApproximate average salary by contribution assumption: employee only about $301,447 at 4% or $200,965 at 6%; with 50% employer match about $200,965 at 4% or $133,976 at 6%; with 100% employer match about $150,723 at 4% or $100,482 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-8$1,873,571$0-
202328$3,258,795$238,496$29,812iApproximate average salary by contribution assumption: employee only about $745,300 at 4% or $496,867 at 6%; with 50% employer match about $496,867 at 4% or $331,244 at 6%; with 100% employer match about $372,650 at 4% or $248,433 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-8$1,801,147$38,496$4,812iApproximate average salary by contribution assumption: employee only about $120,300 at 4% or $80,200 at 6%; with 50% employer match about $80,200 at 4% or $53,467 at 6%; with 100% employer match about $60,150 at 4% or $40,100 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-8$1,457,648$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202228$2,479,626$220,592$27,574iApproximate average salary by contribution assumption: employee only about $689,350 at 4% or $459,567 at 6%; with 50% employer match about $459,567 at 4% or $306,378 at 6%; with 100% employer match about $344,675 at 4% or $229,783 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-8$1,398,576$20,591$2,574iApproximate average salary by contribution assumption: employee only about $64,347 at 4% or $42,898 at 6%; with 50% employer match about $42,898 at 4% or $28,599 at 6%; with 100% employer match about $32,173 at 4% or $21,449 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-8$1,081,050$200,001$25,000iApproximate average salary by contribution assumption: employee only about $625,003 at 4% or $416,669 at 6%; with 50% employer match about $416,669 at 4% or $277,779 at 6%; with 100% employer match about $312,502 at 4% or $208,334 at 6%.
202128$3,047,394$220,991$27,624iApproximate average salary by contribution assumption: employee only about $690,597 at 4% or $460,398 at 6%; with 50% employer match about $460,398 at 4% or $306,932 at 6%; with 100% employer match about $345,298 at 4% or $230,199 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-8$1,799,457$20,991$2,624iApproximate average salary by contribution assumption: employee only about $65,597 at 4% or $43,731 at 6%; with 50% employer match about $43,731 at 4% or $29,154 at 6%; with 100% employer match about $32,798 at 4% or $21,866 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-8$1,247,937$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202027$2,134,664$219,871$31,410iApproximate average salary by contribution assumption: employee only about $785,254 at 4% or $523,502 at 6%; with 50% employer match about $523,502 at 4% or $349,002 at 6%; with 100% employer match about $392,627 at 4% or $261,751 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$1,337,130$19,871$2,839iApproximate average salary by contribution assumption: employee only about $70,968 at 4% or $47,312 at 6%; with 50% employer match about $47,312 at 4% or $31,541 at 6%; with 100% employer match about $35,484 at 4% or $23,656 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-7$797,534$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
201927$1,639,785$207,609$29,658iApproximate average salary by contribution assumption: employee only about $741,461 at 4% or $494,307 at 6%; with 50% employer match about $494,307 at 4% or $329,538 at 6%; with 100% employer match about $370,730 at 4% or $247,154 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$1,082,276$19,609$2,801iApproximate average salary by contribution assumption: employee only about $70,032 at 4% or $46,688 at 6%; with 50% employer match about $46,688 at 4% or $31,125 at 6%; with 100% employer match about $35,016 at 4% or $23,344 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-7$557,509$188,000$26,857iApproximate average salary by contribution assumption: employee only about $671,429 at 4% or $447,619 at 6%; with 50% employer match about $447,619 at 4% or $298,413 at 6%; with 100% employer match about $335,714 at 4% or $223,810 at 6%.
201827$1,326,229$207,287$29,612iApproximate average salary by contribution assumption: employee only about $740,311 at 4% or $493,540 at 6%; with 50% employer match about $493,540 at 4% or $329,027 at 6%; with 100% employer match about $370,155 at 4% or $246,770 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$966,365$27,287$3,898iApproximate average salary by contribution assumption: employee only about $97,454 at 4% or $64,969 at 6%; with 50% employer match about $64,969 at 4% or $43,313 at 6%; with 100% employer match about $48,727 at 4% or $32,485 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-7$359,864$180,000$25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%.
201727$1,059,958$197,418$28,203iApproximate average salary by contribution assumption: employee only about $705,064 at 4% or $470,043 at 6%; with 50% employer match about $470,043 at 4% or $313,362 at 6%; with 100% employer match about $352,532 at 4% or $235,021 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$888,358$25,818$3,688iApproximate average salary by contribution assumption: employee only about $92,207 at 4% or $61,471 at 6%; with 50% employer match about $61,471 at 4% or $40,981 at 6%; with 100% employer match about $46,104 at 4% or $30,736 at 6%.
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN-7$171,600$171,600$24,514iApproximate average salary by contribution assumption: employee only about $612,857 at 4% or $408,571 at 6%; with 50% employer match about $408,571 at 4% or $272,381 at 6%; with 100% employer match about $306,429 at 4% or $204,286 at 6%.
201617$764,593$123,728$17,675iApproximate average salary by contribution assumption: employee only about $441,886 at 4% or $294,590 at 6%; with 50% employer match about $294,590 at 4% or $196,394 at 6%; with 100% employer match about $220,943 at 4% or $147,295 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$764,593$123,728$17,675iApproximate average salary by contribution assumption: employee only about $441,886 at 4% or $294,590 at 6%; with 50% employer match about $294,590 at 4% or $196,394 at 6%; with 100% employer match about $220,943 at 4% or $147,295 at 6%.
201517$596,394$123,774$17,682iApproximate average salary by contribution assumption: employee only about $442,050 at 4% or $294,700 at 6%; with 50% employer match about $294,700 at 4% or $196,467 at 6%; with 100% employer match about $221,025 at 4% or $147,350 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$596,394$123,774$17,682iApproximate average salary by contribution assumption: employee only about $442,050 at 4% or $294,700 at 6%; with 50% employer match about $294,700 at 4% or $196,467 at 6%; with 100% employer match about $221,025 at 4% or $147,350 at 6%.
201417$461,072$125,528$17,933iApproximate average salary by contribution assumption: employee only about $448,314 at 4% or $298,876 at 6%; with 50% employer match about $298,876 at 4% or $199,251 at 6%; with 100% employer match about $224,157 at 4% or $149,438 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$461,072$125,528$17,933iApproximate average salary by contribution assumption: employee only about $448,314 at 4% or $298,876 at 6%; with 50% employer match about $298,876 at 4% or $199,251 at 6%; with 100% employer match about $224,157 at 4% or $149,438 at 6%.
201337$266,540$25,293$3,613iApproximate average salary by contribution assumption: employee only about $90,332 at 4% or $60,221 at 6%; with 50% employer match about $60,221 at 4% or $40,148 at 6%; with 100% employer match about $45,166 at 4% or $30,111 at 6%.
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$266,540$25,293$3,613iApproximate average salary by contribution assumption: employee only about $90,332 at 4% or $60,221 at 6%; with 50% employer match about $60,221 at 4% or $40,148 at 6%; with 100% employer match about $45,166 at 4% or $30,111 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-0$0$0-
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-0$0$0-
201237$987,204$115,589$16,513iApproximate average salary by contribution assumption: employee only about $412,818 at 4% or $275,212 at 6%; with 50% employer match about $275,212 at 4% or $183,475 at 6%; with 100% employer match about $206,409 at 4% or $137,606 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-6$685,979$0-
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$210,377$115,589$16,513iApproximate average salary by contribution assumption: employee only about $412,818 at 4% or $275,212 at 6%; with 50% employer match about $275,212 at 4% or $183,475 at 6%; with 100% employer match about $206,409 at 4% or $137,606 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-2$90,848$0-
201138$2,811,409$95,063$11,883iApproximate average salary by contribution assumption: employee only about $297,072 at 4% or $198,048 at 6%; with 50% employer match about $198,048 at 4% or $132,032 at 6%; with 100% employer match about $148,536 at 4% or $99,024 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-8$1,909,217$0-
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-3$807,129$0-
Pen H. Lee, M.D. Inc. Profit Sharing Plan-7$95,063$95,063$13,580iApproximate average salary by contribution assumption: employee only about $339,511 at 4% or $226,340 at 6%; with 50% employer match about $226,340 at 4% or $150,894 at 6%; with 100% employer match about $169,755 at 4% or $113,170 at 6%.
201029$2,774,282$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-9$1,978,820$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-3$795,462$0-
200927$2,429,103$92,940$13,277iApproximate average salary by contribution assumption: employee only about $331,929 at 4% or $221,286 at 6%; with 50% employer match about $221,286 at 4% or $147,524 at 6%; with 100% employer match about $165,964 at 4% or $110,643 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-7$1,668,216$92,940$13,277iApproximate average salary by contribution assumption: employee only about $331,929 at 4% or $221,286 at 6%; with 50% employer match about $221,286 at 4% or $147,524 at 6%; with 100% employer match about $165,964 at 4% or $110,643 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-5$760,887--
200827$1,917,549$210,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-7$1,289,937$210,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-5$627,612--
200725$2,303,654$136,530$27,306iApproximate average salary by contribution assumption: employee only about $682,650 at 4% or $455,100 at 6%; with 50% employer match about $455,100 at 4% or $303,400 at 6%; with 100% employer match about $341,325 at 4% or $227,550 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-5$1,372,611$136,530$27,306iApproximate average salary by contribution assumption: employee only about $682,650 at 4% or $455,100 at 6%; with 50% employer match about $455,100 at 4% or $303,400 at 6%; with 100% employer match about $341,325 at 4% or $227,550 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-5$931,043--
200627$2,054,026$189,115$27,016iApproximate average salary by contribution assumption: employee only about $675,411 at 4% or $450,274 at 6%; with 50% employer match about $450,274 at 4% or $300,183 at 6%; with 100% employer match about $337,705 at 4% or $225,137 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-5$1,243,525$189,115$37,823iApproximate average salary by contribution assumption: employee only about $945,575 at 4% or $630,383 at 6%; with 50% employer match about $630,383 at 4% or $420,256 at 6%; with 100% employer match about $472,788 at 4% or $315,192 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-7$810,501--
200528$1,816,653$220,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-8$997,190$220,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-8$819,463--
200426$1,445,313$199,068$33,178iApproximate average salary by contribution assumption: employee only about $829,450 at 4% or $552,967 at 6%; with 50% employer match about $552,967 at 4% or $368,644 at 6%; with 100% employer match about $414,725 at 4% or $276,483 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-6$748,974--
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-6$696,339$199,068$33,178iApproximate average salary by contribution assumption: employee only about $829,450 at 4% or $552,967 at 6%; with 50% employer match about $552,967 at 4% or $368,644 at 6%; with 100% employer match about $414,725 at 4% or $276,483 at 6%.
200326$1,262,989$144,685$24,114iApproximate average salary by contribution assumption: employee only about $602,854 at 4% or $401,903 at 6%; with 50% employer match about $401,903 at 4% or $267,935 at 6%; with 100% employer match about $301,427 at 4% or $200,951 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-6$795,919--
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-6$467,070$144,685$24,114iApproximate average salary by contribution assumption: employee only about $602,854 at 4% or $401,903 at 6%; with 50% employer match about $401,903 at 4% or $267,935 at 6%; with 100% employer match about $301,427 at 4% or $200,951 at 6%.
200227$567,090$109,258$15,608iApproximate average salary by contribution assumption: employee only about $390,207 at 4% or $260,138 at 6%; with 50% employer match about $260,138 at 4% or $173,425 at 6%; with 100% employer match about $195,104 at 4% or $130,069 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-7$357,578--
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-7$209,512$109,258$15,608iApproximate average salary by contribution assumption: employee only about $390,207 at 4% or $260,138 at 6%; with 50% employer match about $260,138 at 4% or $173,425 at 6%; with 100% employer match about $195,104 at 4% or $130,069 at 6%.
200125$708,526$77,129$15,426iApproximate average salary by contribution assumption: employee only about $385,645 at 4% or $257,097 at 6%; with 50% employer match about $257,097 at 4% or $171,398 at 6%; with 100% employer match about $192,823 at 4% or $128,548 at 6%.
Pen H. Lee, M.D. Inc. Target Benefit Pension Plan-5$574,488--
Pen H. Lee, M.D. Inc. Defined Benefit Pension Plan-5$134,038$77,129$15,426iApproximate average salary by contribution assumption: employee only about $385,645 at 4% or $257,097 at 6%; with 50% employer match about $257,097 at 4% or $171,398 at 6%; with 100% employer match about $192,823 at 4% or $128,548 at 6%.