H. Jonathan Lee, a Professional Dental Corporation
Plan context: Carmel Mountain Dental Care 401(K) Plan
EIN 26-2555667 • San Diego, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
37
2025 Assets
$1,165,927
2025 Contributions
$216,478
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 | 37 | $1,165,927 | $216,478 | $5,851iApproximate average salary by contribution assumption: employee only about $146,269 at 4% or $97,513 at 6%; with 50% employer match about $97,513 at 4% or $65,008 at 6%; with 100% employer match about $73,134 at 4% or $48,756 at 6%. |
| Carmel Mountain Dental Care 401(K) Plan | - | 37 | $1,165,927 | $216,478 | $5,851iApproximate average salary by contribution assumption: employee only about $146,269 at 4% or $97,513 at 6%; with 50% employer match about $97,513 at 4% or $65,008 at 6%; with 100% employer match about $73,134 at 4% or $48,756 at 6%. |
| 2024 | 1 | 33 | $884,915 | $191,301 | $5,797iApproximate average salary by contribution assumption: employee only about $144,925 at 4% or $96,617 at 6%; with 50% employer match about $96,617 at 4% or $64,411 at 6%; with 100% employer match about $72,463 at 4% or $48,308 at 6%. |
| Carmel Mountain Dental Care 401(K) Plan | - | 33 | $884,915 | $191,301 | $5,797iApproximate average salary by contribution assumption: employee only about $144,925 at 4% or $96,617 at 6%; with 50% employer match about $96,617 at 4% or $64,411 at 6%; with 100% employer match about $72,463 at 4% or $48,308 at 6%. |
| 2023 | 1 | 29 | $597,213 | $182,375 | $6,289iApproximate average salary by contribution assumption: employee only about $157,220 at 4% or $104,813 at 6%; with 50% employer match about $104,813 at 4% or $69,875 at 6%; with 100% employer match about $78,610 at 4% or $52,407 at 6%. |
| Carmel Mountain Dental Care 401(K) Plan | - | 29 | $597,213 | $182,375 | $6,289iApproximate average salary by contribution assumption: employee only about $157,220 at 4% or $104,813 at 6%; with 50% employer match about $104,813 at 4% or $69,875 at 6%; with 100% employer match about $78,610 at 4% or $52,407 at 6%. |
| 2022 | 1 | 28 | $353,843 | $167,076 | $5,967iApproximate average salary by contribution assumption: employee only about $149,175 at 4% or $99,450 at 6%; with 50% employer match about $99,450 at 4% or $66,300 at 6%; with 100% employer match about $74,588 at 4% or $49,725 at 6%. |
| Carmel Mountain Dental Care 401(K) Plan | - | 28 | $353,843 | $167,076 | $5,967iApproximate average salary by contribution assumption: employee only about $149,175 at 4% or $99,450 at 6%; with 50% employer match about $99,450 at 4% or $66,300 at 6%; with 100% employer match about $74,588 at 4% or $49,725 at 6%. |
| 2021 | 1 | 23 | $231,444 | $222,066 | $9,655iApproximate average salary by contribution assumption: employee only about $241,376 at 4% or $160,917 at 6%; with 50% employer match about $160,917 at 4% or $107,278 at 6%; with 100% employer match about $120,688 at 4% or $80,459 at 6%. |
| Carmel Mountain Dental Care 401(K) Plan | - | 23 | $231,444 | $222,066 | $9,655iApproximate average salary by contribution assumption: employee only about $241,376 at 4% or $160,917 at 6%; with 50% employer match about $160,917 at 4% or $107,278 at 6%; with 100% employer match about $120,688 at 4% or $80,459 at 6%. |