Anita T. Lee, D.D.S.
Plan context: ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN
EIN 33-0166369 • Artesia, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$1,892,025
2018 Contributions
$63,400
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 | 2 | 2 | $1,892,025 | $63,400 | $31,700iApproximate average salary by contribution assumption: employee only about $792,500 at 4% or $528,333 at 6%; with 50% employer match about $528,333 at 4% or $352,222 at 6%; with 100% employer match about $396,250 at 4% or $264,167 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 1 | $1,627,675 | $0 | - |
| Anita T. Lee, D.D.S. 401K Plan | - | 2 | $264,350 | $63,400 | $31,700iApproximate average salary by contribution assumption: employee only about $792,500 at 4% or $528,333 at 6%; with 50% employer match about $528,333 at 4% or $352,222 at 6%; with 100% employer match about $396,250 at 4% or $264,167 at 6%. |
| 2017 | 2 | 2 | $3,236,045 | $81,528 | $40,764iApproximate average salary by contribution assumption: employee only about $1,019,100 at 4% or $679,400 at 6%; with 50% employer match about $679,400 at 4% or $452,933 at 6%; with 100% employer match about $509,550 at 4% or $339,700 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $3,028,782 | $0 | - |
| Anita T. Lee, D.D.S. 401K Plan | - | 2 | $207,263 | $81,528 | $40,764iApproximate average salary by contribution assumption: employee only about $1,019,100 at 4% or $679,400 at 6%; with 50% employer match about $679,400 at 4% or $452,933 at 6%; with 100% employer match about $509,550 at 4% or $339,700 at 6%. |
| 2016 | 2 | 2 | $2,313,666 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,183,307 | $0 | - |
| Anita T. Lee, D.D.S. 401K Plan | - | 2 | $130,359 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2015 | 2 | 2 | $2,229,928 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,138,916 | $0 | - |
| Anita T. Lee, D.D.S. 401K Plan | - | 2 | $91,012 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2014 | 2 | 2 | $2,396,892 | $38,911 | $19,456iApproximate average salary by contribution assumption: employee only about $486,388 at 4% or $324,258 at 6%; with 50% employer match about $324,258 at 4% or $216,172 at 6%; with 100% employer match about $243,194 at 4% or $162,129 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,357,981 | $0 | - |
| Anita T. Lee, D.D.S. 401K Plan | - | 2 | $38,911 | $38,911 | $19,456iApproximate average salary by contribution assumption: employee only about $486,388 at 4% or $324,258 at 6%; with 50% employer match about $324,258 at 4% or $216,172 at 6%; with 100% employer match about $243,194 at 4% or $162,129 at 6%. |
| 2013 | 1 | 2 | $1,901,296 | $39,382 | $19,691iApproximate average salary by contribution assumption: employee only about $492,275 at 4% or $328,183 at 6%; with 50% employer match about $328,183 at 4% or $218,789 at 6%; with 100% employer match about $246,138 at 4% or $164,092 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,901,296 | $39,382 | $19,691iApproximate average salary by contribution assumption: employee only about $492,275 at 4% or $328,183 at 6%; with 50% employer match about $328,183 at 4% or $218,789 at 6%; with 100% employer match about $246,138 at 4% or $164,092 at 6%. |
| 2012 | 1 | 2 | $1,776,914 | $92,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,776,914 | $92,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| 2011 | 1 | 2 | $1,403,204 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,403,204 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2010 | 1 | 2 | $1,207,206 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,207,206 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2009 | 1 | 2 | $950,768 | $119,500 | $59,750iApproximate average salary by contribution assumption: employee only about $1,493,750 at 4% or $995,833 at 6%; with 50% employer match about $995,833 at 4% or $663,889 at 6%; with 100% employer match about $746,875 at 4% or $497,917 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $950,768 | $119,500 | $59,750iApproximate average salary by contribution assumption: employee only about $1,493,750 at 4% or $995,833 at 6%; with 50% employer match about $995,833 at 4% or $663,889 at 6%; with 100% employer match about $746,875 at 4% or $497,917 at 6%. |
| 2008 | 1 | 2 | $724,134 | $139,000 | $69,500iApproximate average salary by contribution assumption: employee only about $1,737,500 at 4% or $1,158,333 at 6%; with 50% employer match about $1,158,333 at 4% or $772,222 at 6%; with 100% employer match about $868,750 at 4% or $579,167 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $724,134 | $139,000 | $69,500iApproximate average salary by contribution assumption: employee only about $1,737,500 at 4% or $1,158,333 at 6%; with 50% employer match about $1,158,333 at 4% or $772,222 at 6%; with 100% employer match about $868,750 at 4% or $579,167 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2006 | 2 | 2 | $422,938 | $161,779 | $80,890iApproximate average salary by contribution assumption: employee only about $2,022,238 at 4% or $1,348,158 at 6%; with 50% employer match about $1,348,158 at 4% or $898,772 at 6%; with 100% employer match about $1,011,119 at 4% or $674,079 at 6%. |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $422,938 | $161,779 | $80,890iApproximate average salary by contribution assumption: employee only about $2,022,238 at 4% or $1,348,158 at 6%; with 50% employer match about $1,348,158 at 4% or $898,772 at 6%; with 100% employer match about $1,011,119 at 4% or $674,079 at 6%. |
| ANITA T. LEE, DDS PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2005 | 2 | 2 | $761,077 | $102,868 | $51,434iApproximate average salary by contribution assumption: employee only about $1,285,850 at 4% or $857,233 at 6%; with 50% employer match about $857,233 at 4% or $571,489 at 6%; with 100% employer match about $642,925 at 4% or $428,617 at 6%. |
| ANITA T. LEE, DDS PROFIT SHARING PLAN | - | 2 | $503,746 | - | - |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $257,331 | $102,868 | $51,434iApproximate average salary by contribution assumption: employee only about $1,285,850 at 4% or $857,233 at 6%; with 50% employer match about $857,233 at 4% or $571,489 at 6%; with 100% employer match about $642,925 at 4% or $428,617 at 6%. |
| 2004 | 2 | 2 | $633,738 | $85,659 | $42,830iApproximate average salary by contribution assumption: employee only about $1,070,738 at 4% or $713,825 at 6%; with 50% employer match about $713,825 at 4% or $475,883 at 6%; with 100% employer match about $535,369 at 4% or $356,913 at 6%. |
| ANITA T. LEE, DDS PROFIT SHARING PLAN | - | 2 | $472,617 | - | - |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $161,121 | $85,659 | $42,830iApproximate average salary by contribution assumption: employee only about $1,070,738 at 4% or $713,825 at 6%; with 50% employer match about $713,825 at 4% or $475,883 at 6%; with 100% employer match about $535,369 at 4% or $356,913 at 6%. |
| 2003 | 2 | 2 | $525,106 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| ANITA T. LEE, DDS PROFIT SHARING PLAN | - | 2 | $450,106 | - | - |
| ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN | - | 2 | $75,000 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2002 | 1 | 2 | $379,869 | $39,114 | $19,557iApproximate average salary by contribution assumption: employee only about $488,925 at 4% or $325,950 at 6%; with 50% employer match about $325,950 at 4% or $217,300 at 6%; with 100% employer match about $244,463 at 4% or $162,975 at 6%. |
| ANITA T. LEE, DDS PROFIT SHARING PLAN | - | 2 | $379,869 | $39,114 | $19,557iApproximate average salary by contribution assumption: employee only about $488,925 at 4% or $325,950 at 6%; with 50% employer match about $325,950 at 4% or $217,300 at 6%; with 100% employer match about $244,463 at 4% or $162,975 at 6%. |