Stephen V. Lee, Dds Inc.
Plan context: STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN
EIN 31-0977763 • Beavercreek, OH • 22 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$61,415
2018 Contributions
$1,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING | - | 0 | $0 | $0 | - |
| 2017 | 1 | 2 | $61,415 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $61,415 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2016 | 1 | 2 | $52,204 | $2,600 | $1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $52,204 | $2,600 | $1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%. |
| 2015 | 1 | 2 | $47,768 | $4,331 | $2,166iApproximate average salary by contribution assumption: employee only about $54,138 at 4% or $36,092 at 6%; with 50% employer match about $36,092 at 4% or $24,061 at 6%; with 100% employer match about $27,069 at 4% or $18,046 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 2 | $47,768 | $4,331 | $2,166iApproximate average salary by contribution assumption: employee only about $54,138 at 4% or $36,092 at 6%; with 50% employer match about $36,092 at 4% or $24,061 at 6%; with 100% employer match about $27,069 at 4% or $18,046 at 6%. |
| 2014 | 1 | 3 | $248,769 | $4,041 | $1,347iApproximate average salary by contribution assumption: employee only about $33,675 at 4% or $22,450 at 6%; with 50% employer match about $22,450 at 4% or $14,967 at 6%; with 100% employer match about $16,838 at 4% or $11,225 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $248,769 | $4,041 | $1,347iApproximate average salary by contribution assumption: employee only about $33,675 at 4% or $22,450 at 6%; with 50% employer match about $22,450 at 4% or $14,967 at 6%; with 100% employer match about $16,838 at 4% or $11,225 at 6%. |
| 2013 | 1 | 3 | $246,273 | $4,186 | $1,395iApproximate average salary by contribution assumption: employee only about $34,883 at 4% or $23,256 at 6%; with 50% employer match about $23,256 at 4% or $15,504 at 6%; with 100% employer match about $17,442 at 4% or $11,628 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $246,273 | $4,186 | $1,395iApproximate average salary by contribution assumption: employee only about $34,883 at 4% or $23,256 at 6%; with 50% employer match about $23,256 at 4% or $15,504 at 6%; with 100% employer match about $17,442 at 4% or $11,628 at 6%. |
| 2012 | 1 | 3 | $255,748 | $4,098 | $1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,767 at 6%; with 50% employer match about $22,767 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $255,748 | $4,098 | $1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,767 at 6%; with 50% employer match about $22,767 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%. |
| 2011 | 1 | 3 | $489,537 | $3,805 | $1,268iApproximate average salary by contribution assumption: employee only about $31,708 at 4% or $21,139 at 6%; with 50% employer match about $21,139 at 4% or $14,093 at 6%; with 100% employer match about $15,854 at 4% or $10,569 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $489,537 | $3,805 | $1,268iApproximate average salary by contribution assumption: employee only about $31,708 at 4% or $21,139 at 6%; with 50% employer match about $21,139 at 4% or $14,093 at 6%; with 100% employer match about $15,854 at 4% or $10,569 at 6%. |
| 2010 | 1 | 5 | $510,339 | $12,817 | $2,563iApproximate average salary by contribution assumption: employee only about $64,085 at 4% or $42,723 at 6%; with 50% employer match about $42,723 at 4% or $28,482 at 6%; with 100% employer match about $32,043 at 4% or $21,362 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 5 | $510,339 | $12,817 | $2,563iApproximate average salary by contribution assumption: employee only about $64,085 at 4% or $42,723 at 6%; with 50% employer match about $42,723 at 4% or $28,482 at 6%; with 100% employer match about $32,043 at 4% or $21,362 at 6%. |
| 2009 | 1 | 7 | $445,965 | $39,413 | $5,630iApproximate average salary by contribution assumption: employee only about $140,761 at 4% or $93,840 at 6%; with 50% employer match about $93,840 at 4% or $62,560 at 6%; with 100% employer match about $70,380 at 4% or $46,920 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401(K) PROFIT SHARING PLAN | - | 7 | $445,965 | $39,413 | $5,630iApproximate average salary by contribution assumption: employee only about $140,761 at 4% or $93,840 at 6%; with 50% employer match about $93,840 at 4% or $62,560 at 6%; with 100% employer match about $70,380 at 4% or $46,920 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2006 | 1 | 4 | $404,878 | $39,133 | $9,783iApproximate average salary by contribution assumption: employee only about $244,581 at 4% or $163,054 at 6%; with 50% employer match about $163,054 at 4% or $108,703 at 6%; with 100% employer match about $122,291 at 4% or $81,527 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 4 | $404,878 | $39,133 | $9,783iApproximate average salary by contribution assumption: employee only about $244,581 at 4% or $163,054 at 6%; with 50% employer match about $163,054 at 4% or $108,703 at 6%; with 100% employer match about $122,291 at 4% or $81,527 at 6%. |
| 2005 | 1 | 4 | $339,444 | $67,318 | $16,830iApproximate average salary by contribution assumption: employee only about $420,738 at 4% or $280,492 at 6%; with 50% employer match about $280,492 at 4% or $186,994 at 6%; with 100% employer match about $210,369 at 4% or $140,246 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 4 | $339,444 | $67,318 | $16,830iApproximate average salary by contribution assumption: employee only about $420,738 at 4% or $280,492 at 6%; with 50% employer match about $280,492 at 4% or $186,994 at 6%; with 100% employer match about $210,369 at 4% or $140,246 at 6%. |
| 2004 | 1 | 4 | $258,668 | $51,462 | $12,866iApproximate average salary by contribution assumption: employee only about $321,638 at 4% or $214,425 at 6%; with 50% employer match about $214,425 at 4% or $142,950 at 6%; with 100% employer match about $160,819 at 4% or $107,213 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 4 | $258,668 | $51,462 | $12,866iApproximate average salary by contribution assumption: employee only about $321,638 at 4% or $214,425 at 6%; with 50% employer match about $214,425 at 4% or $142,950 at 6%; with 100% employer match about $160,819 at 4% or $107,213 at 6%. |
| 2003 | 1 | 3 | $229,801 | $56,399 | $18,800iApproximate average salary by contribution assumption: employee only about $469,992 at 4% or $313,328 at 6%; with 50% employer match about $313,328 at 4% or $208,885 at 6%; with 100% employer match about $234,996 at 4% or $156,664 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 3 | $229,801 | $56,399 | $18,800iApproximate average salary by contribution assumption: employee only about $469,992 at 4% or $313,328 at 6%; with 50% employer match about $313,328 at 4% or $208,885 at 6%; with 100% employer match about $234,996 at 4% or $156,664 at 6%. |
| 2002 | 2 | 5 | $149,732 | $114,730 | $22,946iApproximate average salary by contribution assumption: employee only about $573,650 at 4% or $382,433 at 6%; with 50% employer match about $382,433 at 4% or $254,956 at 6%; with 100% employer match about $286,825 at 4% or $191,217 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 5 | $149,732 | $114,730 | $22,946iApproximate average salary by contribution assumption: employee only about $573,650 at 4% or $382,433 at 6%; with 50% employer match about $382,433 at 4% or $254,956 at 6%; with 100% employer match about $286,825 at 4% or $191,217 at 6%. |
| Stephen V. Lee, Dds Inc. Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 6 | $109,349 | $61,520 | $10,253iApproximate average salary by contribution assumption: employee only about $256,333 at 4% or $170,889 at 6%; with 50% employer match about $170,889 at 4% or $113,926 at 6%; with 100% employer match about $128,167 at 4% or $85,444 at 6%. |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 6 | $59,779 | $39,135 | $6,523iApproximate average salary by contribution assumption: employee only about $163,063 at 4% or $108,708 at 6%; with 50% employer match about $108,708 at 4% or $72,472 at 6%; with 100% employer match about $81,531 at 4% or $54,354 at 6%. |
| Stephen V. Lee, Dds Inc. Pension Plan | - | 6 | $49,570 | $22,385 | $3,731iApproximate average salary by contribution assumption: employee only about $93,271 at 4% or $62,181 at 6%; with 50% employer match about $62,181 at 4% or $41,454 at 6%; with 100% employer match about $46,635 at 4% or $31,090 at 6%. |
| 2000 | 2 | 6 | $0 | $0 | - |
| Stephen V. Lee, Dds Inc. Pension Plan | - | 6 | - | - | - |
| STEPHEN V. LEE, DDS, INC. 401K PROFIT SHARING PLAN | - | 6 | - | - | - |