James P Lee Dds PC
Plan context: James P Lee Dds PC 401(K) Profit Sharing Plan & Trust
EIN 03-0426710 • Ann Arbor, MI • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$501,450
2024 Contributions
$30,971
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $501,450 | $30,971 | $2,212iApproximate average salary by contribution assumption: employee only about $55,305 at 4% or $36,870 at 6%; with 50% employer match about $36,870 at 4% or $24,580 at 6%; with 100% employer match about $27,653 at 4% or $18,435 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 14 | $501,450 | $30,971 | $2,212iApproximate average salary by contribution assumption: employee only about $55,305 at 4% or $36,870 at 6%; with 50% employer match about $36,870 at 4% or $24,580 at 6%; with 100% employer match about $27,653 at 4% or $18,435 at 6%. |
| 2023 | 1 | 12 | $427,846 | $28,050 | $2,338iApproximate average salary by contribution assumption: employee only about $58,438 at 4% or $38,958 at 6%; with 50% employer match about $38,958 at 4% or $25,972 at 6%; with 100% employer match about $29,219 at 4% or $19,479 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 12 | $427,846 | $28,050 | $2,338iApproximate average salary by contribution assumption: employee only about $58,438 at 4% or $38,958 at 6%; with 50% employer match about $38,958 at 4% or $25,972 at 6%; with 100% employer match about $29,219 at 4% or $19,479 at 6%. |
| 2022 | 1 | 12 | $358,607 | $27,412 | $2,284iApproximate average salary by contribution assumption: employee only about $57,108 at 4% or $38,072 at 6%; with 50% employer match about $38,072 at 4% or $25,381 at 6%; with 100% employer match about $28,554 at 4% or $19,036 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 12 | $358,607 | $27,412 | $2,284iApproximate average salary by contribution assumption: employee only about $57,108 at 4% or $38,072 at 6%; with 50% employer match about $38,072 at 4% or $25,381 at 6%; with 100% employer match about $28,554 at 4% or $19,036 at 6%. |
| 2021 | 1 | 12 | $399,805 | $26,740 | $2,228iApproximate average salary by contribution assumption: employee only about $55,708 at 4% or $37,139 at 6%; with 50% employer match about $37,139 at 4% or $24,759 at 6%; with 100% employer match about $27,854 at 4% or $18,569 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 12 | $399,805 | $26,740 | $2,228iApproximate average salary by contribution assumption: employee only about $55,708 at 4% or $37,139 at 6%; with 50% employer match about $37,139 at 4% or $24,759 at 6%; with 100% employer match about $27,854 at 4% or $18,569 at 6%. |
| 2020 | 1 | 13 | $420,145 | $15,248 | $1,173iApproximate average salary by contribution assumption: employee only about $29,323 at 4% or $19,549 at 6%; with 50% employer match about $19,549 at 4% or $13,032 at 6%; with 100% employer match about $14,662 at 4% or $9,774 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 13 | $420,145 | $15,248 | $1,173iApproximate average salary by contribution assumption: employee only about $29,323 at 4% or $19,549 at 6%; with 50% employer match about $19,549 at 4% or $13,032 at 6%; with 100% employer match about $14,662 at 4% or $9,774 at 6%. |
| 2019 | 1 | 7 | $355,979 | $14,376 | $2,054iApproximate average salary by contribution assumption: employee only about $51,343 at 4% or $34,229 at 6%; with 50% employer match about $34,229 at 4% or $22,819 at 6%; with 100% employer match about $25,671 at 4% or $17,114 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 7 | $355,979 | $14,376 | $2,054iApproximate average salary by contribution assumption: employee only about $51,343 at 4% or $34,229 at 6%; with 50% employer match about $34,229 at 4% or $22,819 at 6%; with 100% employer match about $25,671 at 4% or $17,114 at 6%. |
| 2018 | 1 | 3 | $284,402 | $11,672 | $3,891iApproximate average salary by contribution assumption: employee only about $97,267 at 4% or $64,844 at 6%; with 50% employer match about $64,844 at 4% or $43,230 at 6%; with 100% employer match about $48,633 at 4% or $32,422 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 3 | $284,402 | $11,672 | $3,891iApproximate average salary by contribution assumption: employee only about $97,267 at 4% or $64,844 at 6%; with 50% employer match about $64,844 at 4% or $43,230 at 6%; with 100% employer match about $48,633 at 4% or $32,422 at 6%. |
| 2017 | 1 | 3 | $282,739 | $16,495 | $5,498iApproximate average salary by contribution assumption: employee only about $137,458 at 4% or $91,639 at 6%; with 50% employer match about $91,639 at 4% or $61,093 at 6%; with 100% employer match about $68,729 at 4% or $45,819 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 3 | $282,739 | $16,495 | $5,498iApproximate average salary by contribution assumption: employee only about $137,458 at 4% or $91,639 at 6%; with 50% employer match about $91,639 at 4% or $61,093 at 6%; with 100% employer match about $68,729 at 4% or $45,819 at 6%. |
| 2016 | 1 | 3 | $230,054 | $18,824 | $6,275iApproximate average salary by contribution assumption: employee only about $156,867 at 4% or $104,578 at 6%; with 50% employer match about $104,578 at 4% or $69,719 at 6%; with 100% employer match about $78,433 at 4% or $52,289 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 3 | $230,054 | $18,824 | $6,275iApproximate average salary by contribution assumption: employee only about $156,867 at 4% or $104,578 at 6%; with 50% employer match about $104,578 at 4% or $69,719 at 6%; with 100% employer match about $78,433 at 4% or $52,289 at 6%. |
| 2015 | 1 | 4 | $207,157 | $18,842 | $4,711iApproximate average salary by contribution assumption: employee only about $117,763 at 4% or $78,508 at 6%; with 50% employer match about $78,508 at 4% or $52,339 at 6%; with 100% employer match about $58,881 at 4% or $39,254 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 4 | $207,157 | $18,842 | $4,711iApproximate average salary by contribution assumption: employee only about $117,763 at 4% or $78,508 at 6%; with 50% employer match about $78,508 at 4% or $52,339 at 6%; with 100% employer match about $58,881 at 4% or $39,254 at 6%. |
| 2014 | 1 | 5 | $214,192 | $23,687 | $4,737iApproximate average salary by contribution assumption: employee only about $118,435 at 4% or $78,957 at 6%; with 50% employer match about $78,957 at 4% or $52,638 at 6%; with 100% employer match about $59,217 at 4% or $39,478 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 5 | $214,192 | $23,687 | $4,737iApproximate average salary by contribution assumption: employee only about $118,435 at 4% or $78,957 at 6%; with 50% employer match about $78,957 at 4% or $52,638 at 6%; with 100% employer match about $59,217 at 4% or $39,478 at 6%. |
| 2013 | 1 | 5 | $181,680 | $21,722 | $4,344iApproximate average salary by contribution assumption: employee only about $108,610 at 4% or $72,407 at 6%; with 50% employer match about $72,407 at 4% or $48,271 at 6%; with 100% employer match about $54,305 at 4% or $36,203 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 5 | $181,680 | $21,722 | $4,344iApproximate average salary by contribution assumption: employee only about $108,610 at 4% or $72,407 at 6%; with 50% employer match about $72,407 at 4% or $48,271 at 6%; with 100% employer match about $54,305 at 4% or $36,203 at 6%. |
| 2012 | 1 | 5 | $135,554 | $23,952 | $4,790iApproximate average salary by contribution assumption: employee only about $119,760 at 4% or $79,840 at 6%; with 50% employer match about $79,840 at 4% or $53,227 at 6%; with 100% employer match about $59,880 at 4% or $39,920 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 5 | $135,554 | $23,952 | $4,790iApproximate average salary by contribution assumption: employee only about $119,760 at 4% or $79,840 at 6%; with 50% employer match about $79,840 at 4% or $53,227 at 6%; with 100% employer match about $59,880 at 4% or $39,920 at 6%. |
| 2011 | 1 | 4 | $103,802 | $20,798 | $5,200iApproximate average salary by contribution assumption: employee only about $129,988 at 4% or $86,658 at 6%; with 50% employer match about $86,658 at 4% or $57,772 at 6%; with 100% employer match about $64,994 at 4% or $43,329 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 4 | $103,802 | $20,798 | $5,200iApproximate average salary by contribution assumption: employee only about $129,988 at 4% or $86,658 at 6%; with 50% employer match about $86,658 at 4% or $57,772 at 6%; with 100% employer match about $64,994 at 4% or $43,329 at 6%. |
| 2010 | 1 | 5 | $107,760 | $32,348 | $6,470iApproximate average salary by contribution assumption: employee only about $161,740 at 4% or $107,827 at 6%; with 50% employer match about $107,827 at 4% or $71,884 at 6%; with 100% employer match about $80,870 at 4% or $53,913 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 5 | $107,760 | $32,348 | $6,470iApproximate average salary by contribution assumption: employee only about $161,740 at 4% or $107,827 at 6%; with 50% employer match about $107,827 at 4% or $71,884 at 6%; with 100% employer match about $80,870 at 4% or $53,913 at 6%. |
| 2009 | 1 | 6 | $70,911 | $20,255 | $3,376iApproximate average salary by contribution assumption: employee only about $84,396 at 4% or $56,264 at 6%; with 50% employer match about $56,264 at 4% or $37,509 at 6%; with 100% employer match about $42,198 at 4% or $28,132 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 6 | $70,911 | $20,255 | $3,376iApproximate average salary by contribution assumption: employee only about $84,396 at 4% or $56,264 at 6%; with 50% employer match about $56,264 at 4% or $37,509 at 6%; with 100% employer match about $42,198 at 4% or $28,132 at 6%. |
| 2008 | 1 | 6 | $45,430 | $20,861 | $3,477iApproximate average salary by contribution assumption: employee only about $86,921 at 4% or $57,947 at 6%; with 50% employer match about $57,947 at 4% or $38,631 at 6%; with 100% employer match about $43,460 at 4% or $28,974 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 6 | $45,430 | $20,861 | $3,477iApproximate average salary by contribution assumption: employee only about $86,921 at 4% or $57,947 at 6%; with 50% employer match about $57,947 at 4% or $38,631 at 6%; with 100% employer match about $43,460 at 4% or $28,974 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 3 | - | - | - |
| 2006 | 1 | 4 | $27,565 | $15,193 | $3,798iApproximate average salary by contribution assumption: employee only about $94,956 at 4% or $63,304 at 6%; with 50% employer match about $63,304 at 4% or $42,203 at 6%; with 100% employer match about $47,478 at 4% or $31,652 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 4 | $27,565 | $15,193 | $3,798iApproximate average salary by contribution assumption: employee only about $94,956 at 4% or $63,304 at 6%; with 50% employer match about $63,304 at 4% or $42,203 at 6%; with 100% employer match about $47,478 at 4% or $31,652 at 6%. |
| 2005 | 1 | 3 | $32,978 | $32,619 | $10,873iApproximate average salary by contribution assumption: employee only about $271,825 at 4% or $181,217 at 6%; with 50% employer match about $181,217 at 4% or $120,811 at 6%; with 100% employer match about $135,913 at 4% or $90,608 at 6%. |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 3 | $32,978 | $32,619 | $10,873iApproximate average salary by contribution assumption: employee only about $271,825 at 4% or $181,217 at 6%; with 50% employer match about $181,217 at 4% or $120,811 at 6%; with 100% employer match about $135,913 at 4% or $90,608 at 6%. |
| 2004 | 1 | 1 | $88,079 | $0 | - |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 1 | $88,079 | - | - |
| 2003 | 1 | 1 | $76,333 | $0 | - |
| James P Lee Dds PC 401(K) Profit Sharing Plan & Trust | - | 1 | $76,333 | - | - |