Civic Intelligence

Clara Lee Dds Inc.

Plan context: Clara Lee Dds Inc. 401(K) Plan

EIN 20-1501414 • Irvine, CA • 25 filings • 3 plans

18124 Culver Drive, Suite EIrvine, CA 92612
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$4,695,760

2024 Contributions

$379,031

Historical Graphs

Total Assets Over Time

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

$4,695,760$2,347,880$0200520152024YearValue
$4,695,760Latest year 2024

Participants Over Time

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

23120200520152024YearValue
21Latest 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
2024221$4,695,760$379,031$18,049iApproximate average salary by contribution assumption: employee only about $451,227 at 4% or $300,818 at 6%; with 50% employer match about $300,818 at 4% or $200,546 at 6%; with 100% employer match about $225,614 at 4% or $150,409 at 6%.
Clara Lee Dds Inc. 401(K) Plan-21$3,755,453$209,076$9,956iApproximate average salary by contribution assumption: employee only about $248,900 at 4% or $165,933 at 6%; with 50% employer match about $165,933 at 4% or $110,622 at 6%; with 100% employer match about $124,450 at 4% or $82,967 at 6%.
CLARA LEE, D.D.S., INC. CASH BALANCE PENSION PLAN-14$940,307$169,955$12,140iApproximate average salary by contribution assumption: employee only about $303,491 at 4% or $202,327 at 6%; with 50% employer match about $202,327 at 4% or $134,885 at 6%; with 100% employer match about $151,746 at 4% or $101,164 at 6%.
2023223$3,857,694$369,465$16,064iApproximate average salary by contribution assumption: employee only about $401,592 at 4% or $267,728 at 6%; with 50% employer match about $267,728 at 4% or $178,486 at 6%; with 100% employer match about $200,796 at 4% or $133,864 at 6%.
Clara Lee Dds Inc. 401(K) Plan-23$3,159,369$200,067$8,699iApproximate average salary by contribution assumption: employee only about $217,464 at 4% or $144,976 at 6%; with 50% employer match about $144,976 at 4% or $96,651 at 6%; with 100% employer match about $108,732 at 4% or $72,488 at 6%.
CLARA LEE, D.D.S., INC. CASH BALANCE PENSION PLAN-15$698,325$169,398$11,293iApproximate average salary by contribution assumption: employee only about $282,330 at 4% or $188,220 at 6%; with 50% employer match about $188,220 at 4% or $125,480 at 6%; with 100% employer match about $141,165 at 4% or $94,110 at 6%.
2022221$3,024,137$346,127$16,482iApproximate average salary by contribution assumption: employee only about $412,056 at 4% or $274,704 at 6%; with 50% employer match about $274,704 at 4% or $183,136 at 6%; with 100% employer match about $206,028 at 4% or $137,352 at 6%.
Clara Lee Dds Inc. 401(K) Plan-21$2,547,273$179,279$8,537iApproximate average salary by contribution assumption: employee only about $213,427 at 4% or $142,285 at 6%; with 50% employer match about $142,285 at 4% or $94,857 at 6%; with 100% employer match about $106,714 at 4% or $71,142 at 6%.
CLARA LEE, D.D.S., INC. CASH BALANCE PENSION PLAN-14$476,864$166,848$11,918iApproximate average salary by contribution assumption: employee only about $297,943 at 4% or $198,629 at 6%; with 50% employer match about $198,629 at 4% or $132,419 at 6%; with 100% employer match about $148,971 at 4% or $99,314 at 6%.
2021218$3,169,881$327,418$18,190iApproximate average salary by contribution assumption: employee only about $454,747 at 4% or $303,165 at 6%; with 50% employer match about $303,165 at 4% or $202,110 at 6%; with 100% employer match about $227,374 at 4% or $151,582 at 6%.
Clara Lee Dds Inc. 401(K) Plan-18$2,842,572$162,850$9,047iApproximate average salary by contribution assumption: employee only about $226,181 at 4% or $150,787 at 6%; with 50% employer match about $150,787 at 4% or $100,525 at 6%; with 100% employer match about $113,090 at 4% or $75,394 at 6%.
CLARA LEE, D.D.S., INC. CASH BALANCE PENSION PLAN-15$327,309$164,568$10,971iApproximate average salary by contribution assumption: employee only about $274,280 at 4% or $182,853 at 6%; with 50% employer match about $182,853 at 4% or $121,902 at 6%; with 100% employer match about $137,140 at 4% or $91,427 at 6%.
2020217$2,484,652$263,991$15,529iApproximate average salary by contribution assumption: employee only about $388,222 at 4% or $258,815 at 6%; with 50% employer match about $258,815 at 4% or $172,543 at 6%; with 100% employer match about $194,111 at 4% or $129,407 at 6%.
Clara Lee Dds Inc. 401(K) Plan-17$2,323,465$102,804$6,047iApproximate average salary by contribution assumption: employee only about $151,182 at 4% or $100,788 at 6%; with 50% employer match about $100,788 at 4% or $67,192 at 6%; with 100% employer match about $75,591 at 4% or $50,394 at 6%.
CLARA LEE, D.D.S., INC. CASH BALANCE PENSION PLAN-15$161,187$161,187$10,746iApproximate average salary by contribution assumption: employee only about $268,645 at 4% or $179,097 at 6%; with 50% employer match about $179,097 at 4% or $119,398 at 6%; with 100% employer match about $134,323 at 4% or $89,548 at 6%.
2019115$1,899,567$81,556$5,437iApproximate average salary by contribution assumption: employee only about $135,927 at 4% or $90,618 at 6%; with 50% employer match about $90,618 at 4% or $60,412 at 6%; with 100% employer match about $67,963 at 4% or $45,309 at 6%.
Clara Lee Dds Inc. 401(K) Plan-15$1,899,567$81,556$5,437iApproximate average salary by contribution assumption: employee only about $135,927 at 4% or $90,618 at 6%; with 50% employer match about $90,618 at 4% or $60,412 at 6%; with 100% employer match about $67,963 at 4% or $45,309 at 6%.
2018115$1,481,464$117,411$7,827iApproximate average salary by contribution assumption: employee only about $195,685 at 4% or $130,457 at 6%; with 50% employer match about $130,457 at 4% or $86,971 at 6%; with 100% employer match about $97,843 at 4% or $65,228 at 6%.
Clara Lee Dds Inc. 401(K) Plan-15$1,481,464$117,411$7,827iApproximate average salary by contribution assumption: employee only about $195,685 at 4% or $130,457 at 6%; with 50% employer match about $130,457 at 4% or $86,971 at 6%; with 100% employer match about $97,843 at 4% or $65,228 at 6%.
2017113$1,494,713$112,247$8,634iApproximate average salary by contribution assumption: employee only about $215,860 at 4% or $143,906 at 6%; with 50% employer match about $143,906 at 4% or $95,938 at 6%; with 100% employer match about $107,930 at 4% or $71,953 at 6%.
Clara Lee Dds Inc. 401(K) Plan-13$1,494,713$112,247$8,634iApproximate average salary by contribution assumption: employee only about $215,860 at 4% or $143,906 at 6%; with 50% employer match about $143,906 at 4% or $95,938 at 6%; with 100% employer match about $107,930 at 4% or $71,953 at 6%.
2016111$1,145,083$77,612$7,056iApproximate average salary by contribution assumption: employee only about $176,391 at 4% or $117,594 at 6%; with 50% employer match about $117,594 at 4% or $78,396 at 6%; with 100% employer match about $88,195 at 4% or $58,797 at 6%.
Clara Lee Dds Inc. 401(K) Plan-11$1,145,083$77,612$7,056iApproximate average salary by contribution assumption: employee only about $176,391 at 4% or $117,594 at 6%; with 50% employer match about $117,594 at 4% or $78,396 at 6%; with 100% employer match about $88,195 at 4% or $58,797 at 6%.
2015111$1,036,414$130,510$11,865iApproximate average salary by contribution assumption: employee only about $296,614 at 4% or $197,742 at 6%; with 50% employer match about $197,742 at 4% or $131,828 at 6%; with 100% employer match about $148,307 at 4% or $98,871 at 6%.
Clara Lee Dds Inc. 401(K) Plan-11$1,036,414$130,510$11,865iApproximate average salary by contribution assumption: employee only about $296,614 at 4% or $197,742 at 6%; with 50% employer match about $197,742 at 4% or $131,828 at 6%; with 100% employer match about $148,307 at 4% or $98,871 at 6%.
201418$869,584$111,160$13,895iApproximate average salary by contribution assumption: employee only about $347,375 at 4% or $231,583 at 6%; with 50% employer match about $231,583 at 4% or $154,389 at 6%; with 100% employer match about $173,688 at 4% or $115,792 at 6%.
Clara Lee Dds Inc. 401(K) Plan-8$869,584$111,160$13,895iApproximate average salary by contribution assumption: employee only about $347,375 at 4% or $231,583 at 6%; with 50% employer match about $231,583 at 4% or $154,389 at 6%; with 100% employer match about $173,688 at 4% or $115,792 at 6%.
2013110$772,429$103,913$10,391iApproximate average salary by contribution assumption: employee only about $259,782 at 4% or $173,188 at 6%; with 50% employer match about $173,188 at 4% or $115,459 at 6%; with 100% employer match about $129,891 at 4% or $86,594 at 6%.
Clara Lee Dds Inc. 401(K) Plan-10$772,429$103,913$10,391iApproximate average salary by contribution assumption: employee only about $259,782 at 4% or $173,188 at 6%; with 50% employer match about $173,188 at 4% or $115,459 at 6%; with 100% employer match about $129,891 at 4% or $86,594 at 6%.
201218$545,677$111,330$13,916iApproximate average salary by contribution assumption: employee only about $347,906 at 4% or $231,938 at 6%; with 50% employer match about $231,938 at 4% or $154,625 at 6%; with 100% employer match about $173,953 at 4% or $115,969 at 6%.
Clara Lee Dds Inc. 401(K) Plan-8$545,677$111,330$13,916iApproximate average salary by contribution assumption: employee only about $347,906 at 4% or $231,938 at 6%; with 50% employer match about $231,938 at 4% or $154,625 at 6%; with 100% employer match about $173,953 at 4% or $115,969 at 6%.
201118$383,081$96,675$12,084iApproximate average salary by contribution assumption: employee only about $302,109 at 4% or $201,406 at 6%; with 50% employer match about $201,406 at 4% or $134,271 at 6%; with 100% employer match about $151,055 at 4% or $100,703 at 6%.
Clara Lee Dds Inc. 401(K) Plan-8$383,081$96,675$12,084iApproximate average salary by contribution assumption: employee only about $302,109 at 4% or $201,406 at 6%; with 50% employer match about $201,406 at 4% or $134,271 at 6%; with 100% employer match about $151,055 at 4% or $100,703 at 6%.
201015$322,358$66,064$13,213iApproximate average salary by contribution assumption: employee only about $330,320 at 4% or $220,213 at 6%; with 50% employer match about $220,213 at 4% or $146,809 at 6%; with 100% employer match about $165,160 at 4% or $110,107 at 6%.
Clara Lee Dds Inc. 401(K) Plan-5$322,358$66,064$13,213iApproximate average salary by contribution assumption: employee only about $330,320 at 4% or $220,213 at 6%; with 50% employer match about $220,213 at 4% or $146,809 at 6%; with 100% employer match about $165,160 at 4% or $110,107 at 6%.
200915$213,801$58,778$11,756iApproximate average salary by contribution assumption: employee only about $293,890 at 4% or $195,927 at 6%; with 50% employer match about $195,927 at 4% or $130,618 at 6%; with 100% employer match about $146,945 at 4% or $97,963 at 6%.
Clara Lee Dds Inc. 401(K) Plan-5$213,801$58,778$11,756iApproximate average salary by contribution assumption: employee only about $293,890 at 4% or $195,927 at 6%; with 50% employer match about $195,927 at 4% or $130,618 at 6%; with 100% employer match about $146,945 at 4% or $97,963 at 6%.
200814$121,149$55,189$13,797iApproximate average salary by contribution assumption: employee only about $344,931 at 4% or $229,954 at 6%; with 50% employer match about $229,954 at 4% or $153,303 at 6%; with 100% employer match about $172,466 at 4% or $114,977 at 6%.
Clara Lee Dds Inc. 401(K) Plan-4$121,149$55,189$13,797iApproximate average salary by contribution assumption: employee only about $344,931 at 4% or $229,954 at 6%; with 50% employer match about $229,954 at 4% or $153,303 at 6%; with 100% employer match about $172,466 at 4% or $114,977 at 6%.
200713$130,747$52,303$17,434iApproximate average salary by contribution assumption: employee only about $435,858 at 4% or $290,572 at 6%; with 50% employer match about $290,572 at 4% or $193,715 at 6%; with 100% employer match about $217,929 at 4% or $145,286 at 6%.
Clara Lee Dds Inc. 401(K) Plan-3$130,747$52,303$17,434iApproximate average salary by contribution assumption: employee only about $435,858 at 4% or $290,572 at 6%; with 50% employer match about $290,572 at 4% or $193,715 at 6%; with 100% employer match about $217,929 at 4% or $145,286 at 6%.
200613$70,349$54,468$18,156iApproximate average salary by contribution assumption: employee only about $453,900 at 4% or $302,600 at 6%; with 50% employer match about $302,600 at 4% or $201,733 at 6%; with 100% employer match about $226,950 at 4% or $151,300 at 6%.
Clara Lee Dds Inc. 401(K) Plan-3$70,349$54,468$18,156iApproximate average salary by contribution assumption: employee only about $453,900 at 4% or $302,600 at 6%; with 50% employer match about $302,600 at 4% or $201,733 at 6%; with 100% employer match about $226,950 at 4% or $151,300 at 6%.
200513$10,220$10,125$3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%.
Clara Lee Dds Inc. 401(K) Plan-3$10,220$10,125$3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%.