Jeffrey J.K. Lee, M.D. Inc.
Plan context: Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan
EIN 99-0321011 • Honolulu, HI • 56 filings • 11 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$2,120,657
2025 Contributions
$45,494
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $2,120,657 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 15 | $2,120,657 | - | - |
| 2024 | 2 | 15 | $2,331,243 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 15 | $1,852,255 | - | - |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 10 | $478,988 | - | - |
| 2023 | 2 | 15 | $1,893,372 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 15 | $1,501,076 | - | - |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 10 | $392,296 | - | - |
| 2022 | 2 | 15 | $1,451,955 | $45,494 | $3,033iApproximate average salary by contribution assumption: employee only about $75,823 at 4% or $50,549 at 6%; with 50% employer match about $50,549 at 4% or $33,699 at 6%; with 100% employer match about $37,912 at 4% or $25,274 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 15 | $1,153,830 | $35,924 | $2,395iApproximate average salary by contribution assumption: employee only about $59,873 at 4% or $39,916 at 6%; with 50% employer match about $39,916 at 4% or $26,610 at 6%; with 100% employer match about $29,937 at 4% or $19,958 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 10 | $298,125 | $9,570 | $957iApproximate average salary by contribution assumption: employee only about $23,925 at 4% or $15,950 at 6%; with 50% employer match about $15,950 at 4% or $10,633 at 6%; with 100% employer match about $11,963 at 4% or $7,975 at 6%. |
| 2021 | 2 | 15 | $1,897,137 | $10,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 15 | $1,534,795 | - | - |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 8 | $362,342 | $10,000 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| 2020 | 2 | 9 | $1,577,434 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $1,266,370 | - | - |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 7 | $311,064 | - | - |
| 2019 | 2 | 9 | $1,253,244 | $10,412 | $1,157iApproximate average salary by contribution assumption: employee only about $28,922 at 4% or $19,281 at 6%; with 50% employer match about $19,281 at 4% or $12,854 at 6%; with 100% employer match about $14,461 at 4% or $9,641 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $1,022,747 | $5,697 | $633iApproximate average salary by contribution assumption: employee only about $15,825 at 4% or $10,550 at 6%; with 50% employer match about $10,550 at 4% or $7,033 at 6%; with 100% employer match about $7,913 at 4% or $5,275 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 9 | $230,497 | $4,715 | $524iApproximate average salary by contribution assumption: employee only about $13,097 at 4% or $8,731 at 6%; with 50% employer match about $8,731 at 4% or $5,821 at 6%; with 100% employer match about $6,549 at 4% or $4,366 at 6%. |
| 2018 | 2 | 10 | $1,017,957 | $10,967 | $1,097iApproximate average salary by contribution assumption: employee only about $27,418 at 4% or $18,278 at 6%; with 50% employer match about $18,278 at 4% or $12,186 at 6%; with 100% employer match about $13,709 at 4% or $9,139 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $841,763 | $9,909 | $1,101iApproximate average salary by contribution assumption: employee only about $27,525 at 4% or $18,350 at 6%; with 50% employer match about $18,350 at 4% or $12,233 at 6%; with 100% employer match about $13,763 at 4% or $9,175 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 10 | $176,194 | $1,058 | $106iApproximate average salary by contribution assumption: employee only about $2,645 at 4% or $1,763 at 6%; with 50% employer match about $1,763 at 4% or $1,176 at 6%; with 100% employer match about $1,323 at 4% or $882 at 6%. |
| 2017 | 2 | 10 | $1,140,645 | $19,341 | $1,934iApproximate average salary by contribution assumption: employee only about $48,353 at 4% or $32,235 at 6%; with 50% employer match about $32,235 at 4% or $21,490 at 6%; with 100% employer match about $24,176 at 4% or $16,118 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $940,895 | $5,345 | $594iApproximate average salary by contribution assumption: employee only about $14,847 at 4% or $9,898 at 6%; with 50% employer match about $9,898 at 4% or $6,599 at 6%; with 100% employer match about $7,424 at 4% or $4,949 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 10 | $199,750 | $13,996 | $1,400iApproximate average salary by contribution assumption: employee only about $34,990 at 4% or $23,327 at 6%; with 50% employer match about $23,327 at 4% or $15,551 at 6%; with 100% employer match about $17,495 at 4% or $11,663 at 6%. |
| 2016 | 2 | 9 | $989,424 | $17,925 | $1,992iApproximate average salary by contribution assumption: employee only about $49,792 at 4% or $33,194 at 6%; with 50% employer match about $33,194 at 4% or $22,130 at 6%; with 100% employer match about $24,896 at 4% or $16,597 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $802,576 | $5,345 | $594iApproximate average salary by contribution assumption: employee only about $14,847 at 4% or $9,898 at 6%; with 50% employer match about $9,898 at 4% or $6,599 at 6%; with 100% employer match about $7,424 at 4% or $4,949 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 7 | $186,848 | $12,580 | $1,797iApproximate average salary by contribution assumption: employee only about $44,929 at 4% or $29,952 at 6%; with 50% employer match about $29,952 at 4% or $19,968 at 6%; with 100% employer match about $22,464 at 4% or $14,976 at 6%. |
| 2015 | 2 | 9 | $885,295 | $20,344 | $2,260iApproximate average salary by contribution assumption: employee only about $56,511 at 4% or $37,674 at 6%; with 50% employer match about $37,674 at 4% or $25,116 at 6%; with 100% employer match about $28,256 at 4% or $18,837 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $708,865 | $5,344 | $594iApproximate average salary by contribution assumption: employee only about $14,844 at 4% or $9,896 at 6%; with 50% employer match about $9,896 at 4% or $6,598 at 6%; with 100% employer match about $7,422 at 4% or $4,948 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 7 | $176,430 | $15,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| 2014 | 2 | 9 | $899,905 | $22,187 | $2,465iApproximate average salary by contribution assumption: employee only about $61,631 at 4% or $41,087 at 6%; with 50% employer match about $41,087 at 4% or $27,391 at 6%; with 100% employer match about $30,815 at 4% or $20,544 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $717,807 | $5,345 | $594iApproximate average salary by contribution assumption: employee only about $14,847 at 4% or $9,898 at 6%; with 50% employer match about $9,898 at 4% or $6,599 at 6%; with 100% employer match about $7,424 at 4% or $4,949 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 6 | $182,098 | $16,842 | $2,807iApproximate average salary by contribution assumption: employee only about $70,175 at 4% or $46,783 at 6%; with 50% employer match about $46,783 at 4% or $31,189 at 6%; with 100% employer match about $35,088 at 4% or $23,392 at 6%. |
| 2013 | 2 | 9 | $852,159 | $45,076 | $5,008iApproximate average salary by contribution assumption: employee only about $125,211 at 4% or $83,474 at 6%; with 50% employer match about $83,474 at 4% or $55,649 at 6%; with 100% employer match about $62,606 at 4% or $41,737 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $667,726 | - | - |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 5 | $184,433 | $45,076 | $9,015iApproximate average salary by contribution assumption: employee only about $225,380 at 4% or $150,253 at 6%; with 50% employer match about $150,253 at 4% or $100,169 at 6%; with 100% employer match about $112,690 at 4% or $75,127 at 6%. |
| 2012 | 2 | 6 | $696,052 | $54,456 | $9,076iApproximate average salary by contribution assumption: employee only about $226,900 at 4% or $151,267 at 6%; with 50% employer match about $151,267 at 4% or $100,844 at 6%; with 100% employer match about $113,450 at 4% or $75,633 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 5 | $536,487 | - | - |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 6 | $159,565 | $54,456 | $9,076iApproximate average salary by contribution assumption: employee only about $226,900 at 4% or $151,267 at 6%; with 50% employer match about $151,267 at 4% or $100,844 at 6%; with 100% employer match about $113,450 at 4% or $75,633 at 6%. |
| 2011 | 3 | 9 | $619,235 | $170,153 | $18,906iApproximate average salary by contribution assumption: employee only about $472,647 at 4% or $315,098 at 6%; with 50% employer match about $315,098 at 4% or $210,065 at 6%; with 100% employer match about $236,324 at 4% or $157,549 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 9 | $471,872 | $22,790 | $2,532iApproximate average salary by contribution assumption: employee only about $63,306 at 4% or $42,204 at 6%; with 50% employer match about $42,204 at 4% or $28,136 at 6%; with 100% employer match about $31,653 at 4% or $21,102 at 6%. |
| Jeffrey J. K. Lee, M. D. Inc. Defined Benefit Pension Plan | - | 5 | $147,363 | $147,363 | $29,473iApproximate average salary by contribution assumption: employee only about $736,815 at 4% or $491,210 at 6%; with 50% employer match about $491,210 at 4% or $327,473 at 6%; with 100% employer match about $368,408 at 4% or $245,605 at 6%. |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412(I) DEFINED BENEFIT PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2010 | 2 | 8 | $506,418 | -$2,325 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 8 | $493,848 | $0 | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412(I) DEFINED BENEFIT PLAN & TRUST | - | 3 | $12,570 | -$2,325 | - |
| 2009 | 3 | 7 | $451,215 | $81,275 | $11,611iApproximate average salary by contribution assumption: employee only about $290,268 at 4% or $193,512 at 6%; with 50% employer match about $193,512 at 4% or $129,008 at 6%; with 100% employer match about $145,134 at 4% or $96,756 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 7 | $433,426 | $81,275 | $11,611iApproximate average salary by contribution assumption: employee only about $290,268 at 4% or $193,512 at 6%; with 50% employer match about $193,512 at 4% or $129,008 at 6%; with 100% employer match about $145,134 at 4% or $96,756 at 6%. |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412(I) DEFINED BENEFIT PLAN & TRUST | - | 3 | $17,789 | - | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412 (I) DEFINED BENEFIT PLAN & TRUST | - | - | - | - | - |
| 2008 | 2 | 8 | $273,129 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 7 | $273,129 | - | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412I DEFINED BENEFIT PLAN & TRUST | - | 8 | - | - | - |
| 2007 | 2 | 8 | $0 | $0 | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412I DEFINED BENEFIT PLAN & TRUST | - | 8 | - | - | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 2 | 4 | $441,006 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | $441,006 | - | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412I DEFINED BENEFIT PLAN & TRUST | - | 3 | - | - | - |
| 2005 | 2 | 5 | $452,704 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 5 | $452,704 | - | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412I DEFINED BENEFIT PLAN & TRUST | - | 5 | - | - | - |
| 2004 | 2 | 5 | $433,899 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 5 | $433,899 | - | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412I DEFINED BENEFIT PLAN & TRUST | - | 5 | - | - | - |
| 2003 | 2 | 7 | $480,825 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 6 | $480,825 | - | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412I DEFINED BENEFIT PLAN & TRUST | - | 7 | - | - | - |
| 2002 | 3 | 4 | $449,888 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | $449,888 | - | - |
| JEFFREY J. K. LEE, M.D., F.A.C.S., INC. 412I DEFINED BENEFIT PLAN & TRUST | - | 4 | - | - | - |
| Jeffrey J.K. Lee, M.D. Inc. Money Purchase Pension Plan | - | 4 | - | - | - |
| 2001 | 2 | 7 | $267,706 | $36,784 | $5,255iApproximate average salary by contribution assumption: employee only about $131,371 at 4% or $87,581 at 6%; with 50% employer match about $87,581 at 4% or $58,387 at 6%; with 100% employer match about $65,686 at 4% or $43,790 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 7 | $267,706 | $36,784 | $5,255iApproximate average salary by contribution assumption: employee only about $131,371 at 4% or $87,581 at 6%; with 50% employer match about $87,581 at 4% or $58,387 at 6%; with 100% employer match about $65,686 at 4% or $43,790 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Money Purchase Pension Plan | - | 7 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Jeffrey J.K. Lee, M.D. Inc. Money Purchase Pension Plan | - | 4 | - | - | - |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 2 | 8 | $671,560 | $64,718 | $8,090iApproximate average salary by contribution assumption: employee only about $202,244 at 4% or $134,829 at 6%; with 50% employer match about $134,829 at 4% or $89,886 at 6%; with 100% employer match about $101,122 at 4% or $67,415 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Money Purchase Pension Plan | - | 8 | $389,914 | $34,516 | $4,315iApproximate average salary by contribution assumption: employee only about $107,863 at 4% or $71,908 at 6%; with 50% employer match about $71,908 at 4% or $47,939 at 6%; with 100% employer match about $53,931 at 4% or $35,954 at 6%. |
| Jeffrey J.K. Lee, M.D. Inc. Profit Sharing Plan | - | 8 | $281,646 | $30,202 | $3,775iApproximate average salary by contribution assumption: employee only about $94,381 at 4% or $62,921 at 6%; with 50% employer match about $62,921 at 4% or $41,947 at 6%; with 100% employer match about $47,191 at 4% or $31,460 at 6%. |