C. Jack Lee DMD, Inc.
Plan context: C. Jack Lee DMD Inc. Retirement Plan
EIN 20-4006977 • Fullerton, CA • 19 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,307,626
2025 Contributions
$34,840
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,307,626 | $34,840 | $17,420iApproximate average salary by contribution assumption: employee only about $435,500 at 4% or $290,333 at 6%; with 50% employer match about $290,333 at 4% or $193,556 at 6%; with 100% employer match about $217,750 at 4% or $145,167 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $1,307,626 | $34,840 | $17,420iApproximate average salary by contribution assumption: employee only about $435,500 at 4% or $290,333 at 6%; with 50% employer match about $290,333 at 4% or $193,556 at 6%; with 100% employer match about $217,750 at 4% or $145,167 at 6%. |
| 2024 | 1 | 2 | $1,063,822 | $33,840 | $16,920iApproximate average salary by contribution assumption: employee only about $423,000 at 4% or $282,000 at 6%; with 50% employer match about $282,000 at 4% or $188,000 at 6%; with 100% employer match about $211,500 at 4% or $141,000 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $1,063,822 | $33,840 | $16,920iApproximate average salary by contribution assumption: employee only about $423,000 at 4% or $282,000 at 6%; with 50% employer match about $282,000 at 4% or $188,000 at 6%; with 100% employer match about $211,500 at 4% or $141,000 at 6%. |
| 2023 | 1 | 2 | $867,358 | $33,931 | $16,966iApproximate average salary by contribution assumption: employee only about $424,138 at 4% or $282,758 at 6%; with 50% employer match about $282,758 at 4% or $188,506 at 6%; with 100% employer match about $212,069 at 4% or $141,379 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $867,358 | $33,931 | $16,966iApproximate average salary by contribution assumption: employee only about $424,138 at 4% or $282,758 at 6%; with 50% employer match about $282,758 at 4% or $188,506 at 6%; with 100% employer match about $212,069 at 4% or $141,379 at 6%. |
| 2022 | 1 | 2 | $655,658 | $33,398 | $16,699iApproximate average salary by contribution assumption: employee only about $417,475 at 4% or $278,317 at 6%; with 50% employer match about $278,317 at 4% or $185,544 at 6%; with 100% employer match about $208,738 at 4% or $139,158 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $655,658 | $33,398 | $16,699iApproximate average salary by contribution assumption: employee only about $417,475 at 4% or $278,317 at 6%; with 50% employer match about $278,317 at 4% or $185,544 at 6%; with 100% employer match about $208,738 at 4% or $139,158 at 6%. |
| 2021 | 1 | 3 | $906,353 | $34,663 | $11,554iApproximate average salary by contribution assumption: employee only about $288,858 at 4% or $192,572 at 6%; with 50% employer match about $192,572 at 4% or $128,381 at 6%; with 100% employer match about $144,429 at 4% or $96,286 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 3 | $906,353 | $34,663 | $11,554iApproximate average salary by contribution assumption: employee only about $288,858 at 4% or $192,572 at 6%; with 50% employer match about $192,572 at 4% or $128,381 at 6%; with 100% employer match about $144,429 at 4% or $96,286 at 6%. |
| 2020 | 1 | 3 | $754,770 | $33,466 | $11,155iApproximate average salary by contribution assumption: employee only about $278,883 at 4% or $185,922 at 6%; with 50% employer match about $185,922 at 4% or $123,948 at 6%; with 100% employer match about $139,442 at 4% or $92,961 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 3 | $754,770 | $33,466 | $11,155iApproximate average salary by contribution assumption: employee only about $278,883 at 4% or $185,922 at 6%; with 50% employer match about $185,922 at 4% or $123,948 at 6%; with 100% employer match about $139,442 at 4% or $92,961 at 6%. |
| 2019 | 1 | 3 | $566,895 | $33,763 | $11,254iApproximate average salary by contribution assumption: employee only about $281,358 at 4% or $187,572 at 6%; with 50% employer match about $187,572 at 4% or $125,048 at 6%; with 100% employer match about $140,679 at 4% or $93,786 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 3 | $566,895 | $33,763 | $11,254iApproximate average salary by contribution assumption: employee only about $281,358 at 4% or $187,572 at 6%; with 50% employer match about $187,572 at 4% or $125,048 at 6%; with 100% employer match about $140,679 at 4% or $93,786 at 6%. |
| 2018 | 1 | 4 | $425,630 | $34,463 | $8,616iApproximate average salary by contribution assumption: employee only about $215,394 at 4% or $143,596 at 6%; with 50% employer match about $143,596 at 4% or $95,731 at 6%; with 100% employer match about $107,697 at 4% or $71,798 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 4 | $425,630 | $34,463 | $8,616iApproximate average salary by contribution assumption: employee only about $215,394 at 4% or $143,596 at 6%; with 50% employer match about $143,596 at 4% or $95,731 at 6%; with 100% employer match about $107,697 at 4% or $71,798 at 6%. |
| 2017 | 1 | 4 | $427,255 | $25,615 | $6,404iApproximate average salary by contribution assumption: employee only about $160,094 at 4% or $106,729 at 6%; with 50% employer match about $106,729 at 4% or $71,153 at 6%; with 100% employer match about $80,047 at 4% or $53,365 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 4 | $427,255 | $25,615 | $6,404iApproximate average salary by contribution assumption: employee only about $160,094 at 4% or $106,729 at 6%; with 50% employer match about $106,729 at 4% or $71,153 at 6%; with 100% employer match about $80,047 at 4% or $53,365 at 6%. |
| 2016 | 1 | 5 | $324,945 | $25,951 | $5,190iApproximate average salary by contribution assumption: employee only about $129,755 at 4% or $86,503 at 6%; with 50% employer match about $86,503 at 4% or $57,669 at 6%; with 100% employer match about $64,878 at 4% or $43,252 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 5 | $324,945 | $25,951 | $5,190iApproximate average salary by contribution assumption: employee only about $129,755 at 4% or $86,503 at 6%; with 50% employer match about $86,503 at 4% or $57,669 at 6%; with 100% employer match about $64,878 at 4% or $43,252 at 6%. |
| 2015 | 1 | 2 | $276,428 | $21,879 | $10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $276,428 | $21,879 | $10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%. |
| 2014 | 1 | 2 | $252,767 | $21,785 | $10,893iApproximate average salary by contribution assumption: employee only about $272,313 at 4% or $181,542 at 6%; with 50% employer match about $181,542 at 4% or $121,028 at 6%; with 100% employer match about $136,156 at 4% or $90,771 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $252,767 | $21,785 | $10,893iApproximate average salary by contribution assumption: employee only about $272,313 at 4% or $181,542 at 6%; with 50% employer match about $181,542 at 4% or $121,028 at 6%; with 100% employer match about $136,156 at 4% or $90,771 at 6%. |
| 2013 | 1 | 2 | $217,476 | $21,879 | $10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $217,476 | $21,879 | $10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%. |
| 2012 | 1 | 2 | $150,627 | $21,785 | $10,893iApproximate average salary by contribution assumption: employee only about $272,313 at 4% or $181,542 at 6%; with 50% employer match about $181,542 at 4% or $121,028 at 6%; with 100% employer match about $136,156 at 4% or $90,771 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $150,627 | $21,785 | $10,893iApproximate average salary by contribution assumption: employee only about $272,313 at 4% or $181,542 at 6%; with 50% employer match about $181,542 at 4% or $121,028 at 6%; with 100% employer match about $136,156 at 4% or $90,771 at 6%. |
| 2011 | 1 | 2 | $107,919 | $21,785 | $10,893iApproximate average salary by contribution assumption: employee only about $272,313 at 4% or $181,542 at 6%; with 50% employer match about $181,542 at 4% or $121,028 at 6%; with 100% employer match about $136,156 at 4% or $90,771 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $107,919 | $21,785 | $10,893iApproximate average salary by contribution assumption: employee only about $272,313 at 4% or $181,542 at 6%; with 50% employer match about $181,542 at 4% or $121,028 at 6%; with 100% employer match about $136,156 at 4% or $90,771 at 6%. |
| 2010 | 1 | 2 | $95,668 | $21,879 | $10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | $95,668 | $21,879 | $10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,325 at 6%; with 50% employer match about $182,325 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%. |
| 2009 | 1 | 3 | $63,494 | $21,963 | $7,321iApproximate average salary by contribution assumption: employee only about $183,025 at 4% or $122,017 at 6%; with 50% employer match about $122,017 at 4% or $81,344 at 6%; with 100% employer match about $91,513 at 4% or $61,008 at 6%. |
| C. Jack Lee DMD Inc. Retirement Plan | - | 3 | $63,494 | $21,963 | $7,321iApproximate average salary by contribution assumption: employee only about $183,025 at 4% or $122,017 at 6%; with 50% employer match about $122,017 at 4% or $81,344 at 6%; with 100% employer match about $91,513 at 4% or $61,008 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| C. Jack Lee DMD Inc. Retirement Plan | - | 2 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| C. Jack Lee DMD Inc. Retirement Plan | - | 3 | - | - | - |