Civic Intelligence

Joseph C. Lee, D.M.D. PC.

Plan context: Wellesley Dental Associates 401(K) Profit Sharing Plan

EIN 11-3672681 • Wellesley, MA • 18 filings • 2 plans

148 Linden St- Suite B-3Wellesley, MA 02482
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,032,515

2025 Contributions

$47,818

Historical Graphs

Total Assets Over Time

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

$1,032,515$516,258$0200820172025YearValue
$1,032,515Latest year 2025

Participants Over Time

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

530200720172025YearValue
4Latest year 2025

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
202514$1,032,515$47,818$11,955iApproximate average salary by contribution assumption: employee only about $298,863 at 4% or $199,242 at 6%; with 50% employer match about $199,242 at 4% or $132,828 at 6%; with 100% employer match about $149,431 at 4% or $99,621 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-4$1,032,515$47,818$11,955iApproximate average salary by contribution assumption: employee only about $298,863 at 4% or $199,242 at 6%; with 50% employer match about $199,242 at 4% or $132,828 at 6%; with 100% employer match about $149,431 at 4% or $99,621 at 6%.
202414$858,654$66,606$16,652iApproximate average salary by contribution assumption: employee only about $416,288 at 4% or $277,525 at 6%; with 50% employer match about $277,525 at 4% or $185,017 at 6%; with 100% employer match about $208,144 at 4% or $138,763 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-4$858,654$66,606$16,652iApproximate average salary by contribution assumption: employee only about $416,288 at 4% or $277,525 at 6%; with 50% employer match about $277,525 at 4% or $185,017 at 6%; with 100% employer match about $208,144 at 4% or $138,763 at 6%.
202313$705,381$60,145$20,048iApproximate average salary by contribution assumption: employee only about $501,208 at 4% or $334,139 at 6%; with 50% employer match about $334,139 at 4% or $222,759 at 6%; with 100% employer match about $250,604 at 4% or $167,069 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-3$705,381$60,145$20,048iApproximate average salary by contribution assumption: employee only about $501,208 at 4% or $334,139 at 6%; with 50% employer match about $334,139 at 4% or $222,759 at 6%; with 100% employer match about $250,604 at 4% or $167,069 at 6%.
202213$557,322$61,438$20,479iApproximate average salary by contribution assumption: employee only about $511,983 at 4% or $341,322 at 6%; with 50% employer match about $341,322 at 4% or $227,548 at 6%; with 100% employer match about $255,992 at 4% or $170,661 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-3$557,322$61,438$20,479iApproximate average salary by contribution assumption: employee only about $511,983 at 4% or $341,322 at 6%; with 50% employer match about $341,322 at 4% or $227,548 at 6%; with 100% employer match about $255,992 at 4% or $170,661 at 6%.
202113$585,694$35,402$11,801iApproximate average salary by contribution assumption: employee only about $295,017 at 4% or $196,678 at 6%; with 50% employer match about $196,678 at 4% or $131,119 at 6%; with 100% employer match about $147,508 at 4% or $98,339 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-3$585,694$35,402$11,801iApproximate average salary by contribution assumption: employee only about $295,017 at 4% or $196,678 at 6%; with 50% employer match about $196,678 at 4% or $131,119 at 6%; with 100% employer match about $147,508 at 4% or $98,339 at 6%.
202012$482,341$23,818$11,909iApproximate average salary by contribution assumption: employee only about $297,725 at 4% or $198,483 at 6%; with 50% employer match about $198,483 at 4% or $132,322 at 6%; with 100% employer match about $148,863 at 4% or $99,242 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-2$482,341$23,818$11,909iApproximate average salary by contribution assumption: employee only about $297,725 at 4% or $198,483 at 6%; with 50% employer match about $198,483 at 4% or $132,322 at 6%; with 100% employer match about $148,863 at 4% or $99,242 at 6%.
201912$412,446$11,797$5,899iApproximate average salary by contribution assumption: employee only about $147,463 at 4% or $98,308 at 6%; with 50% employer match about $98,308 at 4% or $65,539 at 6%; with 100% employer match about $73,731 at 4% or $49,154 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-2$412,446$11,797$5,899iApproximate average salary by contribution assumption: employee only about $147,463 at 4% or $98,308 at 6%; with 50% employer match about $98,308 at 4% or $65,539 at 6%; with 100% employer match about $73,731 at 4% or $49,154 at 6%.
201812$336,685$12,096$6,048iApproximate average salary by contribution assumption: employee only about $151,200 at 4% or $100,800 at 6%; with 50% employer match about $100,800 at 4% or $67,200 at 6%; with 100% employer match about $75,600 at 4% or $50,400 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-2$336,685$12,096$6,048iApproximate average salary by contribution assumption: employee only about $151,200 at 4% or $100,800 at 6%; with 50% employer match about $100,800 at 4% or $67,200 at 6%; with 100% employer match about $75,600 at 4% or $50,400 at 6%.
201712$343,205$2,600$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-2$343,205$2,600$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
201612$287,906$986$493iApproximate average salary by contribution assumption: employee only about $12,325 at 4% or $8,217 at 6%; with 50% employer match about $8,217 at 4% or $5,478 at 6%; with 100% employer match about $6,163 at 4% or $4,108 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-2$287,906$986$493iApproximate average salary by contribution assumption: employee only about $12,325 at 4% or $8,217 at 6%; with 50% employer match about $8,217 at 4% or $5,478 at 6%; with 100% employer match about $6,163 at 4% or $4,108 at 6%.
201514$307,572$29,453$7,363iApproximate average salary by contribution assumption: employee only about $184,081 at 4% or $122,721 at 6%; with 50% employer match about $122,721 at 4% or $81,814 at 6%; with 100% employer match about $92,041 at 4% or $61,360 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-4$307,572$29,453$7,363iApproximate average salary by contribution assumption: employee only about $184,081 at 4% or $122,721 at 6%; with 50% employer match about $122,721 at 4% or $81,814 at 6%; with 100% employer match about $92,041 at 4% or $61,360 at 6%.
201414$335,452$11,567$2,892iApproximate average salary by contribution assumption: employee only about $72,294 at 4% or $48,196 at 6%; with 50% employer match about $48,196 at 4% or $32,131 at 6%; with 100% employer match about $36,147 at 4% or $24,098 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-4$335,452$11,567$2,892iApproximate average salary by contribution assumption: employee only about $72,294 at 4% or $48,196 at 6%; with 50% employer match about $48,196 at 4% or $32,131 at 6%; with 100% employer match about $36,147 at 4% or $24,098 at 6%.
201214$262,122$22,591$5,648iApproximate average salary by contribution assumption: employee only about $141,194 at 4% or $94,129 at 6%; with 50% employer match about $94,129 at 4% or $62,753 at 6%; with 100% employer match about $70,597 at 4% or $47,065 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-4$262,122$22,591$5,648iApproximate average salary by contribution assumption: employee only about $141,194 at 4% or $94,129 at 6%; with 50% employer match about $94,129 at 4% or $62,753 at 6%; with 100% employer match about $70,597 at 4% or $47,065 at 6%.
201114$215,453$25,749$6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,288 at 6%; with 50% employer match about $107,288 at 4% or $71,525 at 6%; with 100% employer match about $80,466 at 4% or $53,644 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-4$215,453$25,749$6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,288 at 6%; with 50% employer match about $107,288 at 4% or $71,525 at 6%; with 100% employer match about $80,466 at 4% or $53,644 at 6%.
201014$197,508$35,943$8,986iApproximate average salary by contribution assumption: employee only about $224,644 at 4% or $149,763 at 6%; with 50% employer match about $149,763 at 4% or $99,842 at 6%; with 100% employer match about $112,322 at 4% or $74,881 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-4$197,508$35,943$8,986iApproximate average salary by contribution assumption: employee only about $224,644 at 4% or $149,763 at 6%; with 50% employer match about $149,763 at 4% or $99,842 at 6%; with 100% employer match about $112,322 at 4% or $74,881 at 6%.
200915$142,159$32,749$6,550iApproximate average salary by contribution assumption: employee only about $163,745 at 4% or $109,163 at 6%; with 50% employer match about $109,163 at 4% or $72,776 at 6%; with 100% employer match about $81,873 at 4% or $54,582 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-5$142,159$32,749$6,550iApproximate average salary by contribution assumption: employee only about $163,745 at 4% or $109,163 at 6%; with 50% employer match about $109,163 at 4% or $72,776 at 6%; with 100% employer match about $81,873 at 4% or $54,582 at 6%.
200815$86,068$37,521$7,504iApproximate average salary by contribution assumption: employee only about $187,605 at 4% or $125,070 at 6%; with 50% employer match about $125,070 at 4% or $83,380 at 6%; with 100% employer match about $93,803 at 4% or $62,535 at 6%.
Wellesley Dental Associates 401(K) Profit Sharing Plan-5$86,068$37,521$7,504iApproximate average salary by contribution assumption: employee only about $187,605 at 4% or $125,070 at 6%; with 50% employer match about $125,070 at 4% or $83,380 at 6%; with 100% employer match about $93,803 at 4% or $62,535 at 6%.
200715$0$0-
Wellesley Dental Associates 401(K) Profit Sharing Plan-5---