Civic Intelligence

Jonathan Lee, Dds LLC

Plan context: Jonathan Lee, Dds LLC Profit Sharing Plan

EIN 20-3515463 • New Haven, CT • 16 filings • 1 plans

123 York StreetNew Haven, CT 06511
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$578,445

2021 Contributions

$1,889

Historical Graphs

Total Assets Over Time

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

$863,450$431,725$0200620142020YearValue
$578,445Latest year 2020

Participants Over Time

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

740200620132020YearValue
5Latest year 2020

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
202110$0$1,889-
Jonathan Lee, Dds LLC Profit Sharing Plan-0$0$1,889-
202015$578,445$18,723$3,745iApproximate average salary by contribution assumption: employee only about $93,615 at 4% or $62,410 at 6%; with 50% employer match about $62,410 at 4% or $41,607 at 6%; with 100% employer match about $46,808 at 4% or $31,205 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-5$578,445$18,723$3,745iApproximate average salary by contribution assumption: employee only about $93,615 at 4% or $62,410 at 6%; with 50% employer match about $62,410 at 4% or $41,607 at 6%; with 100% employer match about $46,808 at 4% or $31,205 at 6%.
201914$504,396$20,332$5,083iApproximate average salary by contribution assumption: employee only about $127,075 at 4% or $84,717 at 6%; with 50% employer match about $84,717 at 4% or $56,478 at 6%; with 100% employer match about $63,538 at 4% or $42,358 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-4$504,396$20,332$5,083iApproximate average salary by contribution assumption: employee only about $127,075 at 4% or $84,717 at 6%; with 50% employer match about $84,717 at 4% or $56,478 at 6%; with 100% employer match about $63,538 at 4% or $42,358 at 6%.
201814$464,506$23,908$5,977iApproximate average salary by contribution assumption: employee only about $149,425 at 4% or $99,617 at 6%; with 50% employer match about $99,617 at 4% or $66,411 at 6%; with 100% employer match about $74,713 at 4% or $49,808 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-4$464,506$23,908$5,977iApproximate average salary by contribution assumption: employee only about $149,425 at 4% or $99,617 at 6%; with 50% employer match about $99,617 at 4% or $66,411 at 6%; with 100% employer match about $74,713 at 4% or $49,808 at 6%.
201715$863,450$25,998$5,200iApproximate average salary by contribution assumption: employee only about $129,990 at 4% or $86,660 at 6%; with 50% employer match about $86,660 at 4% or $57,773 at 6%; with 100% employer match about $64,995 at 4% or $43,330 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-5$863,450$25,998$5,200iApproximate average salary by contribution assumption: employee only about $129,990 at 4% or $86,660 at 6%; with 50% employer match about $86,660 at 4% or $57,773 at 6%; with 100% employer match about $64,995 at 4% or $43,330 at 6%.
201615$796,018$27,726$5,545iApproximate average salary by contribution assumption: employee only about $138,630 at 4% or $92,420 at 6%; with 50% employer match about $92,420 at 4% or $61,613 at 6%; with 100% employer match about $69,315 at 4% or $46,210 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-5$796,018$27,726$5,545iApproximate average salary by contribution assumption: employee only about $138,630 at 4% or $92,420 at 6%; with 50% employer match about $92,420 at 4% or $61,613 at 6%; with 100% employer match about $69,315 at 4% or $46,210 at 6%.
201515$710,522$25,201$5,040iApproximate average salary by contribution assumption: employee only about $126,005 at 4% or $84,003 at 6%; with 50% employer match about $84,003 at 4% or $56,002 at 6%; with 100% employer match about $63,003 at 4% or $42,002 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-5$710,522$25,201$5,040iApproximate average salary by contribution assumption: employee only about $126,005 at 4% or $84,003 at 6%; with 50% employer match about $84,003 at 4% or $56,002 at 6%; with 100% employer match about $63,003 at 4% or $42,002 at 6%.
201415$693,816$20,694$4,139iApproximate average salary by contribution assumption: employee only about $103,470 at 4% or $68,980 at 6%; with 50% employer match about $68,980 at 4% or $45,987 at 6%; with 100% employer match about $51,735 at 4% or $34,490 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-5$693,816$20,694$4,139iApproximate average salary by contribution assumption: employee only about $103,470 at 4% or $68,980 at 6%; with 50% employer match about $68,980 at 4% or $45,987 at 6%; with 100% employer match about $51,735 at 4% or $34,490 at 6%.
201314$641,982$18,282$4,571iApproximate average salary by contribution assumption: employee only about $114,263 at 4% or $76,175 at 6%; with 50% employer match about $76,175 at 4% or $50,783 at 6%; with 100% employer match about $57,131 at 4% or $38,088 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-4$641,982$18,282$4,571iApproximate average salary by contribution assumption: employee only about $114,263 at 4% or $76,175 at 6%; with 50% employer match about $76,175 at 4% or $50,783 at 6%; with 100% employer match about $57,131 at 4% or $38,088 at 6%.
201214$524,569$35,963$8,991iApproximate average salary by contribution assumption: employee only about $224,769 at 4% or $149,846 at 6%; with 50% employer match about $149,846 at 4% or $99,897 at 6%; with 100% employer match about $112,384 at 4% or $74,923 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-4$524,569$35,963$8,991iApproximate average salary by contribution assumption: employee only about $224,769 at 4% or $149,846 at 6%; with 50% employer match about $149,846 at 4% or $99,897 at 6%; with 100% employer match about $112,384 at 4% or $74,923 at 6%.
201115$433,842$35,072$7,014iApproximate average salary by contribution assumption: employee only about $175,360 at 4% or $116,907 at 6%; with 50% employer match about $116,907 at 4% or $77,938 at 6%; with 100% employer match about $87,680 at 4% or $58,453 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-5$433,842$35,072$7,014iApproximate average salary by contribution assumption: employee only about $175,360 at 4% or $116,907 at 6%; with 50% employer match about $116,907 at 4% or $77,938 at 6%; with 100% employer match about $87,680 at 4% or $58,453 at 6%.
201015$409,924$36,078$7,216iApproximate average salary by contribution assumption: employee only about $180,390 at 4% or $120,260 at 6%; with 50% employer match about $120,260 at 4% or $80,173 at 6%; with 100% employer match about $90,195 at 4% or $60,130 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-5$409,924$36,078$7,216iApproximate average salary by contribution assumption: employee only about $180,390 at 4% or $120,260 at 6%; with 50% employer match about $120,260 at 4% or $80,173 at 6%; with 100% employer match about $90,195 at 4% or $60,130 at 6%.
200917$337,701$36,301$5,186iApproximate average salary by contribution assumption: employee only about $129,646 at 4% or $86,431 at 6%; with 50% employer match about $86,431 at 4% or $57,621 at 6%; with 100% employer match about $64,823 at 4% or $43,215 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-7$337,701$36,301$5,186iApproximate average salary by contribution assumption: employee only about $129,646 at 4% or $86,431 at 6%; with 50% employer match about $86,431 at 4% or $57,621 at 6%; with 100% employer match about $64,823 at 4% or $43,215 at 6%.
200817$248,118$19,921$2,846iApproximate average salary by contribution assumption: employee only about $71,146 at 4% or $47,431 at 6%; with 50% employer match about $47,431 at 4% or $31,621 at 6%; with 100% employer match about $35,573 at 4% or $23,715 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-7$248,118$19,921$2,846iApproximate average salary by contribution assumption: employee only about $71,146 at 4% or $47,431 at 6%; with 50% employer match about $47,431 at 4% or $31,621 at 6%; with 100% employer match about $35,573 at 4% or $23,715 at 6%.
200717$0$0-
Jonathan Lee, Dds LLC Profit Sharing Plan-7---
200617$264,665$33,623$4,803iApproximate average salary by contribution assumption: employee only about $120,082 at 4% or $80,055 at 6%; with 50% employer match about $80,055 at 4% or $53,370 at 6%; with 100% employer match about $60,041 at 4% or $40,027 at 6%.
Jonathan Lee, Dds LLC Profit Sharing Plan-7$264,665$33,623$4,803iApproximate average salary by contribution assumption: employee only about $120,082 at 4% or $80,055 at 6%; with 50% employer match about $80,055 at 4% or $53,370 at 6%; with 100% employer match about $60,041 at 4% or $40,027 at 6%.