Civic Intelligence

James Y. Lee, Dds PC

Plan context: James Y. Lee, Dds PC 401(K) Profit Sharing Plan

EIN 20-4091631 • 19 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$2,671,591

2024 Contributions

$39,760

Historical Graphs

Total Assets Over Time

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

$2,671,591$1,335,796$0200920172024YearValue
$2,671,591Latest year 2024

Participants Over Time

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

33170200720162024YearValue
24Latest 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
2024124$2,671,591$39,760$1,657iApproximate average salary by contribution assumption: employee only about $41,417 at 4% or $27,611 at 6%; with 50% employer match about $27,611 at 4% or $18,407 at 6%; with 100% employer match about $20,708 at 4% or $13,806 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-24$2,671,591$39,760$1,657iApproximate average salary by contribution assumption: employee only about $41,417 at 4% or $27,611 at 6%; with 50% employer match about $27,611 at 4% or $18,407 at 6%; with 100% employer match about $20,708 at 4% or $13,806 at 6%.
2023133$2,406,098$149,893$4,542iApproximate average salary by contribution assumption: employee only about $113,555 at 4% or $75,704 at 6%; with 50% employer match about $75,704 at 4% or $50,469 at 6%; with 100% employer match about $56,778 at 4% or $37,852 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-33$2,406,098$149,893$4,542iApproximate average salary by contribution assumption: employee only about $113,555 at 4% or $75,704 at 6%; with 50% employer match about $75,704 at 4% or $50,469 at 6%; with 100% employer match about $56,778 at 4% or $37,852 at 6%.
2022132$1,910,691$306,534$9,579iApproximate average salary by contribution assumption: employee only about $239,480 at 4% or $159,653 at 6%; with 50% employer match about $159,653 at 4% or $106,435 at 6%; with 100% employer match about $119,740 at 4% or $79,827 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-32$1,910,691$306,534$9,579iApproximate average salary by contribution assumption: employee only about $239,480 at 4% or $159,653 at 6%; with 50% employer match about $159,653 at 4% or $106,435 at 6%; with 100% employer match about $119,740 at 4% or $79,827 at 6%.
2021131$1,894,209$88,344$2,850iApproximate average salary by contribution assumption: employee only about $71,245 at 4% or $47,497 at 6%; with 50% employer match about $47,497 at 4% or $31,665 at 6%; with 100% employer match about $35,623 at 4% or $23,748 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-31$1,894,209$88,344$2,850iApproximate average salary by contribution assumption: employee only about $71,245 at 4% or $47,497 at 6%; with 50% employer match about $47,497 at 4% or $31,665 at 6%; with 100% employer match about $35,623 at 4% or $23,748 at 6%.
2020123$1,671,266$85,414$3,714iApproximate average salary by contribution assumption: employee only about $92,841 at 4% or $61,894 at 6%; with 50% employer match about $61,894 at 4% or $41,263 at 6%; with 100% employer match about $46,421 at 4% or $30,947 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-23$1,671,266$85,414$3,714iApproximate average salary by contribution assumption: employee only about $92,841 at 4% or $61,894 at 6%; with 50% employer match about $61,894 at 4% or $41,263 at 6%; with 100% employer match about $46,421 at 4% or $30,947 at 6%.
2019118$1,644,169$58,022$3,223iApproximate average salary by contribution assumption: employee only about $80,586 at 4% or $53,724 at 6%; with 50% employer match about $53,724 at 4% or $35,816 at 6%; with 100% employer match about $40,293 at 4% or $26,862 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-18$1,644,169$58,022$3,223iApproximate average salary by contribution assumption: employee only about $80,586 at 4% or $53,724 at 6%; with 50% employer match about $53,724 at 4% or $35,816 at 6%; with 100% employer match about $40,293 at 4% or $26,862 at 6%.
2018121$1,540,839$23,813$1,134iApproximate average salary by contribution assumption: employee only about $28,349 at 4% or $18,899 at 6%; with 50% employer match about $18,899 at 4% or $12,599 at 6%; with 100% employer match about $14,174 at 4% or $9,450 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-21$1,540,839$23,813$1,134iApproximate average salary by contribution assumption: employee only about $28,349 at 4% or $18,899 at 6%; with 50% employer match about $18,899 at 4% or $12,599 at 6%; with 100% employer match about $14,174 at 4% or $9,450 at 6%.
2017114$1,401,450$93,349$6,668iApproximate average salary by contribution assumption: employee only about $166,695 at 4% or $111,130 at 6%; with 50% employer match about $111,130 at 4% or $74,087 at 6%; with 100% employer match about $83,347 at 4% or $55,565 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-14$1,401,450$93,349$6,668iApproximate average salary by contribution assumption: employee only about $166,695 at 4% or $111,130 at 6%; with 50% employer match about $111,130 at 4% or $74,087 at 6%; with 100% employer match about $83,347 at 4% or $55,565 at 6%.
2016116$1,389,267$104,045$6,503iApproximate average salary by contribution assumption: employee only about $162,570 at 4% or $108,380 at 6%; with 50% employer match about $108,380 at 4% or $72,253 at 6%; with 100% employer match about $81,285 at 4% or $54,190 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-16$1,389,267$104,045$6,503iApproximate average salary by contribution assumption: employee only about $162,570 at 4% or $108,380 at 6%; with 50% employer match about $108,380 at 4% or $72,253 at 6%; with 100% employer match about $81,285 at 4% or $54,190 at 6%.
2015111$1,139,582$102,248$9,295iApproximate average salary by contribution assumption: employee only about $232,382 at 4% or $154,921 at 6%; with 50% employer match about $154,921 at 4% or $103,281 at 6%; with 100% employer match about $116,191 at 4% or $77,461 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-11$1,139,582$102,248$9,295iApproximate average salary by contribution assumption: employee only about $232,382 at 4% or $154,921 at 6%; with 50% employer match about $154,921 at 4% or $103,281 at 6%; with 100% employer match about $116,191 at 4% or $77,461 at 6%.
201417$911,930$55,215$7,888iApproximate average salary by contribution assumption: employee only about $197,196 at 4% or $131,464 at 6%; with 50% employer match about $131,464 at 4% or $87,643 at 6%; with 100% employer match about $98,598 at 4% or $65,732 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-7$911,930$55,215$7,888iApproximate average salary by contribution assumption: employee only about $197,196 at 4% or $131,464 at 6%; with 50% employer match about $131,464 at 4% or $87,643 at 6%; with 100% employer match about $98,598 at 4% or $65,732 at 6%.
201316$836,882$58,453$9,742iApproximate average salary by contribution assumption: employee only about $243,554 at 4% or $162,369 at 6%; with 50% employer match about $162,369 at 4% or $108,246 at 6%; with 100% employer match about $121,777 at 4% or $81,185 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-6$836,882$58,453$9,742iApproximate average salary by contribution assumption: employee only about $243,554 at 4% or $162,369 at 6%; with 50% employer match about $162,369 at 4% or $108,246 at 6%; with 100% employer match about $121,777 at 4% or $81,185 at 6%.
2012115$825,638$54,682$3,645iApproximate average salary by contribution assumption: employee only about $91,137 at 4% or $60,758 at 6%; with 50% employer match about $60,758 at 4% or $40,505 at 6%; with 100% employer match about $45,568 at 4% or $30,379 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-15$825,638$54,682$3,645iApproximate average salary by contribution assumption: employee only about $91,137 at 4% or $60,758 at 6%; with 50% employer match about $60,758 at 4% or $40,505 at 6%; with 100% employer match about $45,568 at 4% or $30,379 at 6%.
201117$667,894$56,897$8,128iApproximate average salary by contribution assumption: employee only about $203,204 at 4% or $135,469 at 6%; with 50% employer match about $135,469 at 4% or $90,313 at 6%; with 100% employer match about $101,602 at 4% or $67,735 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-7$667,894$56,897$8,128iApproximate average salary by contribution assumption: employee only about $203,204 at 4% or $135,469 at 6%; with 50% employer match about $135,469 at 4% or $90,313 at 6%; with 100% employer match about $101,602 at 4% or $67,735 at 6%.
201017$630,832$54,353$7,765iApproximate average salary by contribution assumption: employee only about $194,118 at 4% or $129,412 at 6%; with 50% employer match about $129,412 at 4% or $86,275 at 6%; with 100% employer match about $97,059 at 4% or $64,706 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-7$630,832$54,353$7,765iApproximate average salary by contribution assumption: employee only about $194,118 at 4% or $129,412 at 6%; with 50% employer match about $129,412 at 4% or $86,275 at 6%; with 100% employer match about $97,059 at 4% or $64,706 at 6%.
200928$591,715$382,286$47,786iApproximate average salary by contribution assumption: employee only about $1,194,644 at 4% or $796,429 at 6%; with 50% employer match about $796,429 at 4% or $530,953 at 6%; with 100% employer match about $597,322 at 4% or $398,215 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-8$591,715$382,286$47,786iApproximate average salary by contribution assumption: employee only about $1,194,644 at 4% or $796,429 at 6%; with 50% employer match about $796,429 at 4% or $530,953 at 6%; with 100% employer match about $597,322 at 4% or $398,215 at 6%.
James Y. Lee, Dds PC 401(K) Profit Sharing Plan-----
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