Civic Intelligence

Amy Z. Lee, DMD, Msd, Phd PC.

Plan context: Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan

EIN 20-3115650 • Macon, GA • 33 filings • 3 plans

152 North Crest Blvd., Suite BMacon, GA 31210
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$690,531

2024 Contributions

$13,799

Historical Graphs

Total Assets Over Time

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

$4,440,926$2,220,463$0200720162024YearValue
$690,531Latest year 2024

Participants Over Time

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

1050200720162024YearValue
10Latest 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
2024210$690,531$13,799$1,380iApproximate average salary by contribution assumption: employee only about $34,498 at 4% or $22,998 at 6%; with 50% employer match about $22,998 at 4% or $15,332 at 6%; with 100% employer match about $17,249 at 4% or $11,499 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-10$690,531$13,799$1,380iApproximate average salary by contribution assumption: employee only about $34,498 at 4% or $22,998 at 6%; with 50% employer match about $22,998 at 4% or $15,332 at 6%; with 100% employer match about $17,249 at 4% or $11,499 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-0$0$0-
202328$4,440,926$198,106$24,763iApproximate average salary by contribution assumption: employee only about $619,081 at 4% or $412,721 at 6%; with 50% employer match about $412,721 at 4% or $275,147 at 6%; with 100% employer match about $309,541 at 4% or $206,360 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-4$3,815,875$178,000$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-8$625,051$20,106$2,513iApproximate average salary by contribution assumption: employee only about $62,831 at 4% or $41,888 at 6%; with 50% employer match about $41,888 at 4% or $27,925 at 6%; with 100% employer match about $31,416 at 4% or $20,944 at 6%.
202228$4,011,922$225,264$28,158iApproximate average salary by contribution assumption: employee only about $703,950 at 4% or $469,300 at 6%; with 50% employer match about $469,300 at 4% or $312,867 at 6%; with 100% employer match about $351,975 at 4% or $234,650 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-6$3,464,947$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-8$546,975$25,264$3,158iApproximate average salary by contribution assumption: employee only about $78,950 at 4% or $52,633 at 6%; with 50% employer match about $52,633 at 4% or $35,089 at 6%; with 100% employer match about $39,475 at 4% or $26,317 at 6%.
202128$4,324,354$238,934$29,867iApproximate average salary by contribution assumption: employee only about $746,669 at 4% or $497,779 at 6%; with 50% employer match about $497,779 at 4% or $331,853 at 6%; with 100% employer match about $373,334 at 4% or $248,890 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-6$3,701,780$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-8$622,574$38,934$4,867iApproximate average salary by contribution assumption: employee only about $121,669 at 4% or $81,113 at 6%; with 50% employer match about $81,113 at 4% or $54,075 at 6%; with 100% employer match about $60,834 at 4% or $40,556 at 6%.
202027$4,111,196$397,063$56,723iApproximate average salary by contribution assumption: employee only about $1,418,082 at 4% or $945,388 at 6%; with 50% employer match about $945,388 at 4% or $630,259 at 6%; with 100% employer match about $709,041 at 4% or $472,694 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-4$3,541,922$360,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-7$569,274$37,063$5,295iApproximate average salary by contribution assumption: employee only about $132,368 at 4% or $88,245 at 6%; with 50% employer match about $88,245 at 4% or $58,830 at 6%; with 100% employer match about $66,184 at 4% or $44,123 at 6%.
201927$3,622,249$389,787$55,684iApproximate average salary by contribution assumption: employee only about $1,392,096 at 4% or $928,064 at 6%; with 50% employer match about $928,064 at 4% or $618,710 at 6%; with 100% employer match about $696,048 at 4% or $464,032 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-6$3,101,383$355,000$59,167iApproximate average salary by contribution assumption: employee only about $1,479,167 at 4% or $986,111 at 6%; with 50% employer match about $986,111 at 4% or $657,407 at 6%; with 100% employer match about $739,583 at 4% or $493,056 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-7$520,866$34,787$4,970iApproximate average salary by contribution assumption: employee only about $124,239 at 4% or $82,826 at 6%; with 50% employer match about $82,826 at 4% or $55,217 at 6%; with 100% employer match about $62,120 at 4% or $41,413 at 6%.
201827$2,934,903$341,003$48,715iApproximate average salary by contribution assumption: employee only about $1,217,868 at 4% or $811,912 at 6%; with 50% employer match about $811,912 at 4% or $541,275 at 6%; with 100% employer match about $608,934 at 4% or $405,956 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-6$2,488,949$330,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-7$445,954$11,003$1,572iApproximate average salary by contribution assumption: employee only about $39,296 at 4% or $26,198 at 6%; with 50% employer match about $26,198 at 4% or $17,465 at 6%; with 100% employer match about $19,648 at 4% or $13,099 at 6%.
201727$2,715,682$339,265$48,466iApproximate average salary by contribution assumption: employee only about $1,211,661 at 4% or $807,774 at 6%; with 50% employer match about $807,774 at 4% or $538,516 at 6%; with 100% employer match about $605,830 at 4% or $403,887 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-6$2,274,971$328,000$54,667iApproximate average salary by contribution assumption: employee only about $1,366,667 at 4% or $911,111 at 6%; with 50% employer match about $911,111 at 4% or $607,407 at 6%; with 100% employer match about $683,333 at 4% or $455,556 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-7$440,711$11,265$1,609iApproximate average salary by contribution assumption: employee only about $40,232 at 4% or $26,821 at 6%; with 50% employer match about $26,821 at 4% or $17,881 at 6%; with 100% employer match about $20,116 at 4% or $13,411 at 6%.
201626$2,285,323$309,264$51,544iApproximate average salary by contribution assumption: employee only about $1,288,600 at 4% or $859,067 at 6%; with 50% employer match about $859,067 at 4% or $572,711 at 6%; with 100% employer match about $644,300 at 4% or $429,533 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-6$1,871,763$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-6$413,560$9,264$1,544iApproximate average salary by contribution assumption: employee only about $38,600 at 4% or $25,733 at 6%; with 50% employer match about $25,733 at 4% or $17,156 at 6%; with 100% employer match about $19,300 at 4% or $12,867 at 6%.
201525$1,841,964$308,213$61,643iApproximate average salary by contribution assumption: employee only about $1,541,065 at 4% or $1,027,377 at 6%; with 50% employer match about $1,027,377 at 4% or $684,918 at 6%; with 100% employer match about $770,533 at 4% or $513,688 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-5$1,447,778$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-5$394,186$8,213$1,643iApproximate average salary by contribution assumption: employee only about $41,065 at 4% or $27,377 at 6%; with 50% employer match about $27,377 at 4% or $18,251 at 6%; with 100% employer match about $20,533 at 4% or $13,688 at 6%.
201426$1,707,280$278,240$46,373iApproximate average salary by contribution assumption: employee only about $1,159,333 at 4% or $772,889 at 6%; with 50% employer match about $772,889 at 4% or $515,259 at 6%; with 100% employer match about $579,667 at 4% or $386,444 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-6$1,316,631$270,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-6$390,649$8,240$1,373iApproximate average salary by contribution assumption: employee only about $34,333 at 4% or $22,889 at 6%; with 50% employer match about $22,889 at 4% or $15,259 at 6%; with 100% employer match about $17,167 at 4% or $11,444 at 6%.
201325$1,451,428$256,948$51,390iApproximate average salary by contribution assumption: employee only about $1,284,740 at 4% or $856,493 at 6%; with 50% employer match about $856,493 at 4% or $570,996 at 6%; with 100% employer match about $642,370 at 4% or $428,247 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-5$1,086,695$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-5$364,733$6,948$1,390iApproximate average salary by contribution assumption: employee only about $34,740 at 4% or $23,160 at 6%; with 50% employer match about $23,160 at 4% or $15,440 at 6%; with 100% employer match about $17,370 at 4% or $11,580 at 6%.
201225$1,156,832$251,714$50,343iApproximate average salary by contribution assumption: employee only about $1,258,570 at 4% or $839,047 at 6%; with 50% employer match about $839,047 at 4% or $559,364 at 6%; with 100% employer match about $629,285 at 4% or $419,523 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-5$815,620$245,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-5$341,212$6,714$1,343iApproximate average salary by contribution assumption: employee only about $33,570 at 4% or $22,380 at 6%; with 50% employer match about $22,380 at 4% or $14,920 at 6%; with 100% employer match about $16,785 at 4% or $11,190 at 6%.
201124$822,912$245,622$61,406iApproximate average salary by contribution assumption: employee only about $1,535,138 at 4% or $1,023,425 at 6%; with 50% employer match about $1,023,425 at 4% or $682,283 at 6%; with 100% employer match about $767,569 at 4% or $511,713 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-4$519,351$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-4$303,561$5,622$1,406iApproximate average salary by contribution assumption: employee only about $35,138 at 4% or $23,425 at 6%; with 50% employer match about $23,425 at 4% or $15,617 at 6%; with 100% employer match about $17,569 at 4% or $11,713 at 6%.
201027$551,197$240,638$34,377iApproximate average salary by contribution assumption: employee only about $859,421 at 4% or $572,948 at 6%; with 50% employer match about $572,948 at 4% or $381,965 at 6%; with 100% employer match about $429,711 at 4% or $286,474 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-7$294,307$10,638$1,520iApproximate average salary by contribution assumption: employee only about $37,993 at 4% or $25,329 at 6%; with 50% employer match about $25,329 at 4% or $16,886 at 6%; with 100% employer match about $18,996 at 4% or $12,664 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Defined Benefit Plan-7$256,890$230,000$32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%.
200913$245,354$103,500$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-3$245,354$103,500$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
200813$135,484$99,990$33,330iApproximate average salary by contribution assumption: employee only about $833,250 at 4% or $555,500 at 6%; with 50% employer match about $555,500 at 4% or $370,333 at 6%; with 100% employer match about $416,625 at 4% or $277,750 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-3$135,484$99,990$33,330iApproximate average salary by contribution assumption: employee only about $833,250 at 4% or $555,500 at 6%; with 50% employer match about $555,500 at 4% or $370,333 at 6%; with 100% employer match about $416,625 at 4% or $277,750 at 6%.
200714$61,735$61,664$15,416iApproximate average salary by contribution assumption: employee only about $385,400 at 4% or $256,933 at 6%; with 50% employer match about $256,933 at 4% or $171,289 at 6%; with 100% employer match about $192,700 at 4% or $128,467 at 6%.
Amy Z. Lee, DMD, Msd, Phd PC. Profit Sharing Plan-4$61,735$61,664$15,416iApproximate average salary by contribution assumption: employee only about $385,400 at 4% or $256,933 at 6%; with 50% employer match about $256,933 at 4% or $171,289 at 6%; with 100% employer match about $192,700 at 4% or $128,467 at 6%.