Civic Intelligence

J. Lee Pettigrew, D.D.S., P.A.

Plan context: J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan

EIN 20-2009027 • Southlake, TX • 19 filings • 2 plans

201 Players CircleSuite 100Southlake, TX 76092
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$4,409,338

2023 Contributions

$73,720

Historical Graphs

Total Assets Over Time

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

$5,094,240$2,547,120$0200520142022YearValue
$4,409,338Latest year 2022

Participants Over Time

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

840200520142022YearValue
6Latest year 2022

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
202310$0$73,720-
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-0$0$73,720-
202216$4,409,338$85,465$14,244iApproximate average salary by contribution assumption: employee only about $356,104 at 4% or $237,403 at 6%; with 50% employer match about $237,403 at 4% or $158,269 at 6%; with 100% employer match about $178,052 at 4% or $118,701 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-6$4,409,338$85,465$14,244iApproximate average salary by contribution assumption: employee only about $356,104 at 4% or $237,403 at 6%; with 50% employer match about $237,403 at 4% or $158,269 at 6%; with 100% employer match about $178,052 at 4% or $118,701 at 6%.
202118$5,094,240$84,304$10,538iApproximate average salary by contribution assumption: employee only about $263,450 at 4% or $175,633 at 6%; with 50% employer match about $175,633 at 4% or $117,089 at 6%; with 100% employer match about $131,725 at 4% or $87,817 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-8$5,094,240$84,304$10,538iApproximate average salary by contribution assumption: employee only about $263,450 at 4% or $175,633 at 6%; with 50% employer match about $175,633 at 4% or $117,089 at 6%; with 100% employer match about $131,725 at 4% or $87,817 at 6%.
202017$4,383,061$83,282$11,897iApproximate average salary by contribution assumption: employee only about $297,436 at 4% or $198,290 at 6%; with 50% employer match about $198,290 at 4% or $132,194 at 6%; with 100% employer match about $148,718 at 4% or $99,145 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-7$4,383,061$83,282$11,897iApproximate average salary by contribution assumption: employee only about $297,436 at 4% or $198,290 at 6%; with 50% employer match about $198,290 at 4% or $132,194 at 6%; with 100% employer match about $148,718 at 4% or $99,145 at 6%.
201917$3,869,977$101,641$14,520iApproximate average salary by contribution assumption: employee only about $363,004 at 4% or $242,002 at 6%; with 50% employer match about $242,002 at 4% or $161,335 at 6%; with 100% employer match about $181,502 at 4% or $121,001 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-7$3,869,977$101,641$14,520iApproximate average salary by contribution assumption: employee only about $363,004 at 4% or $242,002 at 6%; with 50% employer match about $242,002 at 4% or $161,335 at 6%; with 100% employer match about $181,502 at 4% or $121,001 at 6%.
201817$3,167,396$68,316$9,759iApproximate average salary by contribution assumption: employee only about $243,986 at 4% or $162,657 at 6%; with 50% employer match about $162,657 at 4% or $108,438 at 6%; with 100% employer match about $121,993 at 4% or $81,329 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-7$3,167,396$68,316$9,759iApproximate average salary by contribution assumption: employee only about $243,986 at 4% or $162,657 at 6%; with 50% employer match about $162,657 at 4% or $108,438 at 6%; with 100% employer match about $121,993 at 4% or $81,329 at 6%.
201717$3,027,679$88,598$12,657iApproximate average salary by contribution assumption: employee only about $316,421 at 4% or $210,948 at 6%; with 50% employer match about $210,948 at 4% or $140,632 at 6%; with 100% employer match about $158,211 at 4% or $105,474 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-7$3,027,679$88,598$12,657iApproximate average salary by contribution assumption: employee only about $316,421 at 4% or $210,948 at 6%; with 50% employer match about $210,948 at 4% or $140,632 at 6%; with 100% employer match about $158,211 at 4% or $105,474 at 6%.
201617$2,405,158$89,387$12,770iApproximate average salary by contribution assumption: employee only about $319,239 at 4% or $212,826 at 6%; with 50% employer match about $212,826 at 4% or $141,884 at 6%; with 100% employer match about $159,620 at 4% or $106,413 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-7$2,405,158$89,387$12,770iApproximate average salary by contribution assumption: employee only about $319,239 at 4% or $212,826 at 6%; with 50% employer match about $212,826 at 4% or $141,884 at 6%; with 100% employer match about $159,620 at 4% or $106,413 at 6%.
201516$2,253,285$107,758$17,960iApproximate average salary by contribution assumption: employee only about $448,992 at 4% or $299,328 at 6%; with 50% employer match about $299,328 at 4% or $199,552 at 6%; with 100% employer match about $224,496 at 4% or $149,664 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-6$2,253,285$107,758$17,960iApproximate average salary by contribution assumption: employee only about $448,992 at 4% or $299,328 at 6%; with 50% employer match about $299,328 at 4% or $199,552 at 6%; with 100% employer match about $224,496 at 4% or $149,664 at 6%.
201416$2,164,945$92,040$15,340iApproximate average salary by contribution assumption: employee only about $383,500 at 4% or $255,667 at 6%; with 50% employer match about $255,667 at 4% or $170,444 at 6%; with 100% employer match about $191,750 at 4% or $127,833 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-6$2,164,945$92,040$15,340iApproximate average salary by contribution assumption: employee only about $383,500 at 4% or $255,667 at 6%; with 50% employer match about $255,667 at 4% or $170,444 at 6%; with 100% employer match about $191,750 at 4% or $127,833 at 6%.
201316$2,050,182$102,805$17,134iApproximate average salary by contribution assumption: employee only about $428,354 at 4% or $285,569 at 6%; with 50% employer match about $285,569 at 4% or $190,380 at 6%; with 100% employer match about $214,177 at 4% or $142,785 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-6$2,050,182$102,805$17,134iApproximate average salary by contribution assumption: employee only about $428,354 at 4% or $285,569 at 6%; with 50% employer match about $285,569 at 4% or $190,380 at 6%; with 100% employer match about $214,177 at 4% or $142,785 at 6%.
201216$1,481,398$110,104$18,351iApproximate average salary by contribution assumption: employee only about $458,767 at 4% or $305,844 at 6%; with 50% employer match about $305,844 at 4% or $203,896 at 6%; with 100% employer match about $229,383 at 4% or $152,922 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-6$1,481,398$110,104$18,351iApproximate average salary by contribution assumption: employee only about $458,767 at 4% or $305,844 at 6%; with 50% employer match about $305,844 at 4% or $203,896 at 6%; with 100% employer match about $229,383 at 4% or $152,922 at 6%.
201115$1,182,968$102,088$20,418iApproximate average salary by contribution assumption: employee only about $510,440 at 4% or $340,293 at 6%; with 50% employer match about $340,293 at 4% or $226,862 at 6%; with 100% employer match about $255,220 at 4% or $170,147 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-5$1,182,968$102,088$20,418iApproximate average salary by contribution assumption: employee only about $510,440 at 4% or $340,293 at 6%; with 50% employer match about $340,293 at 4% or $226,862 at 6%; with 100% employer match about $255,220 at 4% or $170,147 at 6%.
201014$1,072,394$105,271$26,318iApproximate average salary by contribution assumption: employee only about $657,944 at 4% or $438,629 at 6%; with 50% employer match about $438,629 at 4% or $292,419 at 6%; with 100% employer match about $328,972 at 4% or $219,315 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-4$1,072,394$105,271$26,318iApproximate average salary by contribution assumption: employee only about $657,944 at 4% or $438,629 at 6%; with 50% employer match about $438,629 at 4% or $292,419 at 6%; with 100% employer match about $328,972 at 4% or $219,315 at 6%.
200914$827,596$91,470$22,868iApproximate average salary by contribution assumption: employee only about $571,688 at 4% or $381,125 at 6%; with 50% employer match about $381,125 at 4% or $254,083 at 6%; with 100% employer match about $285,844 at 4% or $190,563 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-4$827,596$91,470$22,868iApproximate average salary by contribution assumption: employee only about $571,688 at 4% or $381,125 at 6%; with 50% employer match about $381,125 at 4% or $254,083 at 6%; with 100% employer match about $285,844 at 4% or $190,563 at 6%.
200815$591,558$81,345$16,269iApproximate average salary by contribution assumption: employee only about $406,725 at 4% or $271,150 at 6%; with 50% employer match about $271,150 at 4% or $180,767 at 6%; with 100% employer match about $203,363 at 4% or $135,575 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-5$591,558$81,345$16,269iApproximate average salary by contribution assumption: employee only about $406,725 at 4% or $271,150 at 6%; with 50% employer match about $271,150 at 4% or $180,767 at 6%; with 100% employer match about $203,363 at 4% or $135,575 at 6%.
200715$745,699$86,070$17,214iApproximate average salary by contribution assumption: employee only about $430,350 at 4% or $286,900 at 6%; with 50% employer match about $286,900 at 4% or $191,267 at 6%; with 100% employer match about $215,175 at 4% or $143,450 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-5$745,699$86,070$17,214iApproximate average salary by contribution assumption: employee only about $430,350 at 4% or $286,900 at 6%; with 50% employer match about $286,900 at 4% or $191,267 at 6%; with 100% employer match about $215,175 at 4% or $143,450 at 6%.
200614$624,481$78,944$19,736iApproximate average salary by contribution assumption: employee only about $493,400 at 4% or $328,933 at 6%; with 50% employer match about $328,933 at 4% or $219,289 at 6%; with 100% employer match about $246,700 at 4% or $164,467 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-4$624,481$78,944$19,736iApproximate average salary by contribution assumption: employee only about $493,400 at 4% or $328,933 at 6%; with 50% employer match about $328,933 at 4% or $219,289 at 6%; with 100% employer match about $246,700 at 4% or $164,467 at 6%.
200514$484,071$78,540$19,635iApproximate average salary by contribution assumption: employee only about $490,875 at 4% or $327,250 at 6%; with 50% employer match about $327,250 at 4% or $218,167 at 6%; with 100% employer match about $245,438 at 4% or $163,625 at 6%.
J. Lee Pettigrew, D.D.S., P.A. Profit Sharing Plan-4$484,071$78,540$19,635iApproximate average salary by contribution assumption: employee only about $490,875 at 4% or $327,250 at 6%; with 50% employer match about $327,250 at 4% or $218,167 at 6%; with 100% employer match about $245,438 at 4% or $163,625 at 6%.