Curtis W. Lee, MD Inc.
Plan context: Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan
EIN 99-0292403 • Hilo, HI • 40 filings • 5 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$5,503,528
2021 Contributions
$204,628
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 2 | $5,503,528 | $204,628 | $102,314iApproximate average salary by contribution assumption: employee only about $2,557,850 at 4% or $1,705,233 at 6%; with 50% employer match about $1,705,233 at 4% or $1,136,822 at 6%; with 100% employer match about $1,278,925 at 4% or $852,617 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 2 | $5,503,528 | $108,200 | $54,100iApproximate average salary by contribution assumption: employee only about $1,352,500 at 4% or $901,667 at 6%; with 50% employer match about $901,667 at 4% or $601,111 at 6%; with 100% employer match about $676,250 at 4% or $450,833 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 0 | $0 | $96,428 | - |
| 2020 | 1 | 2 | $5,141,851 | $107,100 | $53,550iApproximate average salary by contribution assumption: employee only about $1,338,750 at 4% or $892,500 at 6%; with 50% employer match about $892,500 at 4% or $595,000 at 6%; with 100% employer match about $669,375 at 4% or $446,250 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 2 | $5,141,851 | $107,100 | $53,550iApproximate average salary by contribution assumption: employee only about $1,338,750 at 4% or $892,500 at 6%; with 50% employer match about $892,500 at 4% or $595,000 at 6%; with 100% employer match about $669,375 at 4% or $446,250 at 6%. |
| 2019 | 1 | 2 | $4,727,217 | $44,314 | $22,157iApproximate average salary by contribution assumption: employee only about $553,925 at 4% or $369,283 at 6%; with 50% employer match about $369,283 at 4% or $246,189 at 6%; with 100% employer match about $276,963 at 4% or $184,642 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 2 | $4,727,217 | $44,314 | $22,157iApproximate average salary by contribution assumption: employee only about $553,925 at 4% or $369,283 at 6%; with 50% employer match about $369,283 at 4% or $246,189 at 6%; with 100% employer match about $276,963 at 4% or $184,642 at 6%. |
| 2018 | 2 | 2 | $4,314,541 | $4,454,579 | $2,227,290iApproximate average salary by contribution assumption: employee only about $55,682,238 at 4% or $37,121,492 at 6%; with 50% employer match about $37,121,492 at 4% or $24,747,661 at 6%; with 100% employer match about $27,841,119 at 4% or $18,560,746 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 2 | $4,314,541 | $4,004,579 | $2,002,290iApproximate average salary by contribution assumption: employee only about $50,057,238 at 4% or $33,371,492 at 6%; with 50% employer match about $33,371,492 at 4% or $22,247,661 at 6%; with 100% employer match about $25,028,619 at 4% or $16,685,746 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 0 | $0 | $450,000 | - |
| 2017 | 2 | 2 | $3,940,128 | $568,991 | $284,496iApproximate average salary by contribution assumption: employee only about $7,112,388 at 4% or $4,741,592 at 6%; with 50% employer match about $4,741,592 at 4% or $3,161,061 at 6%; with 100% employer match about $3,556,194 at 4% or $2,370,796 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $3,526,928 | $534,002 | $267,001iApproximate average salary by contribution assumption: employee only about $6,675,025 at 4% or $4,450,017 at 6%; with 50% employer match about $4,450,017 at 4% or $2,966,678 at 6%; with 100% employer match about $3,337,513 at 4% or $2,225,008 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 2 | $413,200 | $34,989 | $17,495iApproximate average salary by contribution assumption: employee only about $437,363 at 4% or $291,575 at 6%; with 50% employer match about $291,575 at 4% or $194,383 at 6%; with 100% employer match about $218,681 at 4% or $145,788 at 6%. |
| 2016 | 2 | 3 | $3,429,785 | $394,395 | $131,465iApproximate average salary by contribution assumption: employee only about $3,286,625 at 4% or $2,191,083 at 6%; with 50% employer match about $2,191,083 at 4% or $1,460,722 at 6%; with 100% employer match about $1,643,313 at 4% or $1,095,542 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $3,057,610 | $350,000 | $116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $372,175 | $44,395 | $14,798iApproximate average salary by contribution assumption: employee only about $369,958 at 4% or $246,639 at 6%; with 50% employer match about $246,639 at 4% or $164,426 at 6%; with 100% employer match about $184,979 at 4% or $123,319 at 6%. |
| 2015 | 2 | 3 | $2,980,919 | $385,735 | $128,578iApproximate average salary by contribution assumption: employee only about $3,214,458 at 4% or $2,142,972 at 6%; with 50% employer match about $2,142,972 at 4% or $1,428,648 at 6%; with 100% employer match about $1,607,229 at 4% or $1,071,486 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,659,901 | $341,550 | $113,850iApproximate average salary by contribution assumption: employee only about $2,846,250 at 4% or $1,897,500 at 6%; with 50% employer match about $1,897,500 at 4% or $1,265,000 at 6%; with 100% employer match about $1,423,125 at 4% or $948,750 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $321,018 | $44,185 | $14,728iApproximate average salary by contribution assumption: employee only about $368,208 at 4% or $245,472 at 6%; with 50% employer match about $245,472 at 4% or $163,648 at 6%; with 100% employer match about $184,104 at 4% or $122,736 at 6%. |
| 2014 | 2 | 3 | $2,624,963 | $292,904 | $97,635iApproximate average salary by contribution assumption: employee only about $2,440,867 at 4% or $1,627,244 at 6%; with 50% employer match about $1,627,244 at 4% or $1,084,830 at 6%; with 100% employer match about $1,220,433 at 4% or $813,622 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,342,444 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $282,519 | $42,904 | $14,301iApproximate average salary by contribution assumption: employee only about $357,533 at 4% or $238,356 at 6%; with 50% employer match about $238,356 at 4% or $158,904 at 6%; with 100% employer match about $178,767 at 4% or $119,178 at 6%. |
| 2013 | 2 | 3 | $2,290,279 | $297,583 | $99,194iApproximate average salary by contribution assumption: employee only about $2,479,858 at 4% or $1,653,239 at 6%; with 50% employer match about $1,653,239 at 4% or $1,102,159 at 6%; with 100% employer match about $1,239,929 at 4% or $826,619 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,052,442 | $255,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $237,837 | $42,583 | $14,194iApproximate average salary by contribution assumption: employee only about $354,858 at 4% or $236,572 at 6%; with 50% employer match about $236,572 at 4% or $157,715 at 6%; with 100% employer match about $177,429 at 4% or $118,286 at 6%. |
| 2012 | 2 | 3 | $1,971,001 | $222,068 | $74,023iApproximate average salary by contribution assumption: employee only about $1,850,567 at 4% or $1,233,711 at 6%; with 50% employer match about $1,233,711 at 4% or $822,474 at 6%; with 100% employer match about $925,283 at 4% or $616,856 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $1,776,899 | $190,000 | $63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $194,102 | $32,068 | $10,689iApproximate average salary by contribution assumption: employee only about $267,233 at 4% or $178,156 at 6%; with 50% employer match about $178,156 at 4% or $118,770 at 6%; with 100% employer match about $133,617 at 4% or $89,078 at 6%. |
| 2011 | 2 | 3 | $1,700,911 | $180,729 | $60,243iApproximate average salary by contribution assumption: employee only about $1,506,075 at 4% or $1,004,050 at 6%; with 50% employer match about $1,004,050 at 4% or $669,367 at 6%; with 100% employer match about $753,038 at 4% or $502,025 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $1,542,550 | $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%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $158,361 | $30,729 | $10,243iApproximate average salary by contribution assumption: employee only about $256,075 at 4% or $170,717 at 6%; with 50% employer match about $170,717 at 4% or $113,811 at 6%; with 100% employer match about $128,038 at 4% or $85,358 at 6%. |
| 2010 | 2 | 3 | $1,510,810 | $202,498 | $67,499iApproximate average salary by contribution assumption: employee only about $1,687,483 at 4% or $1,124,989 at 6%; with 50% employer match about $1,124,989 at 4% or $749,993 at 6%; with 100% employer match about $843,742 at 4% or $562,494 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $1,382,213 | $170,000 | $56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $128,597 | $32,498 | $10,833iApproximate average salary by contribution assumption: employee only about $270,817 at 4% or $180,544 at 6%; with 50% employer match about $180,544 at 4% or $120,363 at 6%; with 100% employer match about $135,408 at 4% or $90,272 at 6%. |
| 2009 | 2 | 3 | $1,286,879 | $191,856 | $63,952iApproximate average salary by contribution assumption: employee only about $1,598,800 at 4% or $1,065,867 at 6%; with 50% employer match about $1,065,867 at 4% or $710,578 at 6%; with 100% employer match about $799,400 at 4% or $532,933 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $1,190,452 | $154,105 | $51,368iApproximate average salary by contribution assumption: employee only about $1,284,208 at 4% or $856,139 at 6%; with 50% employer match about $856,139 at 4% or $570,759 at 6%; with 100% employer match about $642,104 at 4% or $428,069 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $96,427 | $37,751 | $12,584iApproximate average salary by contribution assumption: employee only about $314,592 at 4% or $209,728 at 6%; with 50% employer match about $209,728 at 4% or $139,819 at 6%; with 100% employer match about $157,296 at 4% or $104,864 at 6%. |
| 2008 | 2 | 3 | $59,736 | $65,663 | $21,888iApproximate average salary by contribution assumption: employee only about $547,192 at 4% or $364,794 at 6%; with 50% employer match about $364,794 at 4% or $243,196 at 6%; with 100% employer match about $273,596 at 4% or $182,397 at 6%. |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | $59,736 | $65,663 | $21,888iApproximate average salary by contribution assumption: employee only about $547,192 at 4% or $364,794 at 6%; with 50% employer match about $364,794 at 4% or $243,196 at 6%; with 100% employer match about $273,596 at 4% or $182,397 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| Curtis W. Lee, M.D. Inc. 401K Retirement Savings Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $946,198 | $107,983 | $35,994iApproximate average salary by contribution assumption: employee only about $899,858 at 4% or $599,906 at 6%; with 50% employer match about $599,906 at 4% or $399,937 at 6%; with 100% employer match about $449,929 at 4% or $299,953 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $946,198 | $107,983 | $35,994iApproximate average salary by contribution assumption: employee only about $899,858 at 4% or $599,906 at 6%; with 50% employer match about $599,906 at 4% or $399,937 at 6%; with 100% employer match about $449,929 at 4% or $299,953 at 6%. |
| 2005 | 1 | 3 | $794,282 | $99,618 | $33,206iApproximate average salary by contribution assumption: employee only about $830,150 at 4% or $553,433 at 6%; with 50% employer match about $553,433 at 4% or $368,956 at 6%; with 100% employer match about $415,075 at 4% or $276,717 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $794,282 | $99,618 | $33,206iApproximate average salary by contribution assumption: employee only about $830,150 at 4% or $553,433 at 6%; with 50% employer match about $553,433 at 4% or $368,956 at 6%; with 100% employer match about $415,075 at 4% or $276,717 at 6%. |
| 2004 | 1 | 3 | $671,594 | $104,627 | $34,876iApproximate average salary by contribution assumption: employee only about $871,892 at 4% or $581,261 at 6%; with 50% employer match about $581,261 at 4% or $387,507 at 6%; with 100% employer match about $435,946 at 4% or $290,631 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $671,594 | $104,627 | $34,876iApproximate average salary by contribution assumption: employee only about $871,892 at 4% or $581,261 at 6%; with 50% employer match about $581,261 at 4% or $387,507 at 6%; with 100% employer match about $435,946 at 4% or $290,631 at 6%. |
| 2003 | 1 | 4 | $580,505 | $99,532 | $24,883iApproximate average salary by contribution assumption: employee only about $622,075 at 4% or $414,717 at 6%; with 50% employer match about $414,717 at 4% or $276,478 at 6%; with 100% employer match about $311,038 at 4% or $207,358 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $580,505 | $99,532 | $24,883iApproximate average salary by contribution assumption: employee only about $622,075 at 4% or $414,717 at 6%; with 50% employer match about $414,717 at 4% or $276,478 at 6%; with 100% employer match about $311,038 at 4% or $207,358 at 6%. |
| 2002 | 3 | 4 | $0 | $0 | - |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| Curtis W. Lee, MD Inc. Profit Sharing Plan | - | 0 | - | - | - |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2001 | 2 | 4 | $74,093 | $74,093 | $18,523iApproximate average salary by contribution assumption: employee only about $463,081 at 4% or $308,721 at 6%; with 50% employer match about $308,721 at 4% or $205,814 at 6%; with 100% employer match about $231,541 at 4% or $154,360 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $74,093 | $74,093 | $18,523iApproximate average salary by contribution assumption: employee only about $463,081 at 4% or $308,721 at 6%; with 50% employer match about $308,721 at 4% or $205,814 at 6%; with 100% employer match about $231,541 at 4% or $154,360 at 6%. |
| Curtis W. Lee, MD Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 3 | $434,795 | $45,990 | $15,330iApproximate average salary by contribution assumption: employee only about $383,250 at 4% or $255,500 at 6%; with 50% employer match about $255,500 at 4% or $170,333 at 6%; with 100% employer match about $191,625 at 4% or $127,750 at 6%. |
| Curtis W. Lee, MD Inc. Profit Sharing Plan | - | 3 | $240,912 | $21,788 | $7,263iApproximate average salary by contribution assumption: employee only about $181,567 at 4% or $121,044 at 6%; with 50% employer match about $121,044 at 4% or $80,696 at 6%; with 100% employer match about $90,783 at 4% or $60,522 at 6%. |
| Curtis W. Lee, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $193,883 | $24,202 | $8,067iApproximate average salary by contribution assumption: employee only about $201,683 at 4% or $134,456 at 6%; with 50% employer match about $134,456 at 4% or $89,637 at 6%; with 100% employer match about $100,842 at 4% or $67,228 at 6%. |
| 1999 | 1 | 3 | $214,437 | $0 | - |
| Curtis W. Lee, MD Inc. Profit Sharing Plan | - | 3 | $214,437 | - | - |