Civic Intelligence

Lee Orthodontics, P.A.

Plan context: Lee Orthodontics, P.A. 401(K) Profit Sharing Plan

EIN 20-3563250 • Missouri City, TX • 19 filings • 3 plans

9201 Sienna Ranch Rd. #101Missouri City, TX 77459
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,436,650

2024 Contributions

$107,848

Historical Graphs

Total Assets Over Time

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

$1,436,650$718,325$0200620162024YearValue
$1,436,650Latest year 2024

Participants Over Time

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

1050200620152024YearValue
9Latest 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
202419$1,436,650$107,848$11,983iApproximate average salary by contribution assumption: employee only about $299,578 at 4% or $199,719 at 6%; with 50% employer match about $199,719 at 4% or $133,146 at 6%; with 100% employer match about $149,789 at 4% or $99,859 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-9$1,436,650$107,848$11,983iApproximate average salary by contribution assumption: employee only about $299,578 at 4% or $199,719 at 6%; with 50% employer match about $199,719 at 4% or $133,146 at 6%; with 100% employer match about $149,789 at 4% or $99,859 at 6%.
2023110$1,271,980$76,329$7,633iApproximate average salary by contribution assumption: employee only about $190,823 at 4% or $127,215 at 6%; with 50% employer match about $127,215 at 4% or $84,810 at 6%; with 100% employer match about $95,411 at 4% or $63,608 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-10$1,271,980$76,329$7,633iApproximate average salary by contribution assumption: employee only about $190,823 at 4% or $127,215 at 6%; with 50% employer match about $127,215 at 4% or $84,810 at 6%; with 100% employer match about $95,411 at 4% or $63,608 at 6%.
2022110$1,070,056$115,575$11,558iApproximate average salary by contribution assumption: employee only about $288,938 at 4% or $192,625 at 6%; with 50% employer match about $192,625 at 4% or $128,417 at 6%; with 100% employer match about $144,469 at 4% or $96,313 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-10$1,070,056$115,575$11,558iApproximate average salary by contribution assumption: employee only about $288,938 at 4% or $192,625 at 6%; with 50% employer match about $192,625 at 4% or $128,417 at 6%; with 100% employer match about $144,469 at 4% or $96,313 at 6%.
202118$1,089,187$104,915$13,114iApproximate average salary by contribution assumption: employee only about $327,859 at 4% or $218,573 at 6%; with 50% employer match about $218,573 at 4% or $145,715 at 6%; with 100% employer match about $163,930 at 4% or $109,286 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-8$1,089,187$104,915$13,114iApproximate average salary by contribution assumption: employee only about $327,859 at 4% or $218,573 at 6%; with 50% employer match about $218,573 at 4% or $145,715 at 6%; with 100% employer match about $163,930 at 4% or $109,286 at 6%.
202017$893,659$105,577$15,082iApproximate average salary by contribution assumption: employee only about $377,061 at 4% or $251,374 at 6%; with 50% employer match about $251,374 at 4% or $167,583 at 6%; with 100% employer match about $188,530 at 4% or $125,687 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-7$893,659$105,577$15,082iApproximate average salary by contribution assumption: employee only about $377,061 at 4% or $251,374 at 6%; with 50% employer match about $251,374 at 4% or $167,583 at 6%; with 100% employer match about $188,530 at 4% or $125,687 at 6%.
201916$700,463$124,671$20,779iApproximate average salary by contribution assumption: employee only about $519,463 at 4% or $346,308 at 6%; with 50% employer match about $346,308 at 4% or $230,872 at 6%; with 100% employer match about $259,731 at 4% or $173,154 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-6$700,463$124,671$20,779iApproximate average salary by contribution assumption: employee only about $519,463 at 4% or $346,308 at 6%; with 50% employer match about $346,308 at 4% or $230,872 at 6%; with 100% employer match about $259,731 at 4% or $173,154 at 6%.
201816$478,881$90,981$15,164iApproximate average salary by contribution assumption: employee only about $379,088 at 4% or $252,725 at 6%; with 50% employer match about $252,725 at 4% or $168,483 at 6%; with 100% employer match about $189,544 at 4% or $126,363 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-6$478,881$90,981$15,164iApproximate average salary by contribution assumption: employee only about $379,088 at 4% or $252,725 at 6%; with 50% employer match about $252,725 at 4% or $168,483 at 6%; with 100% employer match about $189,544 at 4% or $126,363 at 6%.
201717$415,468$82,146$11,735iApproximate average salary by contribution assumption: employee only about $293,379 at 4% or $195,586 at 6%; with 50% employer match about $195,586 at 4% or $130,390 at 6%; with 100% employer match about $146,689 at 4% or $97,793 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-7$415,468$82,146$11,735iApproximate average salary by contribution assumption: employee only about $293,379 at 4% or $195,586 at 6%; with 50% employer match about $195,586 at 4% or $130,390 at 6%; with 100% employer match about $146,689 at 4% or $97,793 at 6%.
201615$287,656$77,974$15,595iApproximate average salary by contribution assumption: employee only about $389,870 at 4% or $259,913 at 6%; with 50% employer match about $259,913 at 4% or $173,276 at 6%; with 100% employer match about $194,935 at 4% or $129,957 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-5$287,656$77,974$15,595iApproximate average salary by contribution assumption: employee only about $389,870 at 4% or $259,913 at 6%; with 50% employer match about $259,913 at 4% or $173,276 at 6%; with 100% employer match about $194,935 at 4% or $129,957 at 6%.
201516$197,801$61,172$10,195iApproximate average salary by contribution assumption: employee only about $254,883 at 4% or $169,922 at 6%; with 50% employer match about $169,922 at 4% or $113,281 at 6%; with 100% employer match about $127,442 at 4% or $84,961 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-6$197,801$61,172$10,195iApproximate average salary by contribution assumption: employee only about $254,883 at 4% or $169,922 at 6%; with 50% employer match about $169,922 at 4% or $113,281 at 6%; with 100% employer match about $127,442 at 4% or $84,961 at 6%.
201415$153,159$44,413$8,883iApproximate average salary by contribution assumption: employee only about $222,065 at 4% or $148,043 at 6%; with 50% employer match about $148,043 at 4% or $98,696 at 6%; with 100% employer match about $111,033 at 4% or $74,022 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-5$153,159$44,413$8,883iApproximate average salary by contribution assumption: employee only about $222,065 at 4% or $148,043 at 6%; with 50% employer match about $148,043 at 4% or $98,696 at 6%; with 100% employer match about $111,033 at 4% or $74,022 at 6%.
201315$100,117$5,120$1,024iApproximate average salary by contribution assumption: employee only about $25,600 at 4% or $17,067 at 6%; with 50% employer match about $17,067 at 4% or $11,378 at 6%; with 100% employer match about $12,800 at 4% or $8,533 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-5$100,117$5,120$1,024iApproximate average salary by contribution assumption: employee only about $25,600 at 4% or $17,067 at 6%; with 50% employer match about $17,067 at 4% or $11,378 at 6%; with 100% employer match about $12,800 at 4% or $8,533 at 6%.
201215$77,242$6,018$1,204iApproximate average salary by contribution assumption: employee only about $30,090 at 4% or $20,060 at 6%; with 50% employer match about $20,060 at 4% or $13,373 at 6%; with 100% employer match about $15,045 at 4% or $10,030 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-5$77,242$6,018$1,204iApproximate average salary by contribution assumption: employee only about $30,090 at 4% or $20,060 at 6%; with 50% employer match about $20,060 at 4% or $13,373 at 6%; with 100% employer match about $15,045 at 4% or $10,030 at 6%.
201115$73,490$10,944$2,189iApproximate average salary by contribution assumption: employee only about $54,720 at 4% or $36,480 at 6%; with 50% employer match about $36,480 at 4% or $24,320 at 6%; with 100% employer match about $27,360 at 4% or $18,240 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-5$73,490$10,944$2,189iApproximate average salary by contribution assumption: employee only about $54,720 at 4% or $36,480 at 6%; with 50% employer match about $36,480 at 4% or $24,320 at 6%; with 100% employer match about $27,360 at 4% or $18,240 at 6%.
201016$62,053$8,727$1,455iApproximate average salary by contribution assumption: employee only about $36,363 at 4% or $24,242 at 6%; with 50% employer match about $24,242 at 4% or $16,161 at 6%; with 100% employer match about $18,181 at 4% or $12,121 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-6$62,053$8,727$1,455iApproximate average salary by contribution assumption: employee only about $36,363 at 4% or $24,242 at 6%; with 50% employer match about $24,242 at 4% or $16,161 at 6%; with 100% employer match about $18,181 at 4% or $12,121 at 6%.
200914$48,913$6,883$1,721iApproximate average salary by contribution assumption: employee only about $43,019 at 4% or $28,679 at 6%; with 50% employer match about $28,679 at 4% or $19,119 at 6%; with 100% employer match about $21,509 at 4% or $14,340 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-4$48,913$6,883$1,721iApproximate average salary by contribution assumption: employee only about $43,019 at 4% or $28,679 at 6%; with 50% employer match about $28,679 at 4% or $19,119 at 6%; with 100% employer match about $21,509 at 4% or $14,340 at 6%.
200814$37,061$6,545$1,636iApproximate average salary by contribution assumption: employee only about $40,906 at 4% or $27,271 at 6%; with 50% employer match about $27,271 at 4% or $18,181 at 6%; with 100% employer match about $20,453 at 4% or $13,635 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-4$37,061$6,545$1,636iApproximate average salary by contribution assumption: employee only about $40,906 at 4% or $27,271 at 6%; with 50% employer match about $27,271 at 4% or $18,181 at 6%; with 100% employer match about $20,453 at 4% or $13,635 at 6%.
200715$0$0-
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-5---
200616$32,759$32,766$5,461iApproximate average salary by contribution assumption: employee only about $136,525 at 4% or $91,017 at 6%; with 50% employer match about $91,017 at 4% or $60,678 at 6%; with 100% employer match about $68,263 at 4% or $45,508 at 6%.
Lee Orthodontics, P.A. 401(K) Profit Sharing Plan-6$32,759$32,766$5,461iApproximate average salary by contribution assumption: employee only about $136,525 at 4% or $91,017 at 6%; with 50% employer match about $91,017 at 4% or $60,678 at 6%; with 100% employer match about $68,263 at 4% or $45,508 at 6%.