Civic Intelligence

Stephen Austin Lee, D.D.S.

Plan context: Poway Dental Care Profit Sharing Plan

EIN 33-0472497 • Poway, CA • 24 filings • 3 plans

13035 Pomerado Road, Suite BPoway, CA 92064
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,907,213

2024 Contributions

$172

Historical Graphs

Total Assets Over Time

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

$1,917,995$958,998$0199920132023YearValue
$1,907,213Latest year 2023

Participants Over Time

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

950199920122023YearValue
7Latest year 2023

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
202410$0$0-
Poway Dental Care Profit Sharing Plan-0$0$0-
202317$1,907,213$0-
Poway Dental Care Profit Sharing Plan-7$1,907,213--
202217$1,619,919$172$25iApproximate average salary by contribution assumption: employee only about $614 at 4% or $410 at 6%; with 50% employer match about $410 at 4% or $273 at 6%; with 100% employer match about $307 at 4% or $205 at 6%.
Poway Dental Care Profit Sharing Plan-7$1,619,919$172$25iApproximate average salary by contribution assumption: employee only about $614 at 4% or $410 at 6%; with 50% employer match about $410 at 4% or $273 at 6%; with 100% employer match about $307 at 4% or $205 at 6%.
202118$1,917,995$0-
Poway Dental Care Profit Sharing Plan-8$1,917,995$0-
202018$1,644,933$0-
Poway Dental Care Profit Sharing Plan-8$1,644,933--
201918$1,493,713$0-
Poway Dental Care Profit Sharing Plan-8$1,493,713--
201818$1,257,947$0-
Poway Dental Care Profit Sharing Plan-8$1,257,947$0-
201719$1,316,918$0-
Poway Dental Care Profit Sharing Plan-9$1,316,918$0-
201618$1,161,792$0-
Poway Dental Care Profit Sharing Plan-8$1,161,792$0-
201518$1,091,706$0-
Poway Dental Care Profit Sharing Plan-8$1,091,706$0-
201418$1,100,741$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Poway Dental Care Profit Sharing Plan-8$1,100,741$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201316$1,009,084$0-
Poway Dental Care Profit Sharing Plan-6$1,009,084$0-
201216$828,611$0-
Poway Dental Care Profit Sharing Plan-6$828,611$0-
201118$734,526$0-
Poway Dental Care Profit Sharing Plan-8$734,526$0-
201018$744,777$0-
Poway Dental Care Profit Sharing Plan-8$744,777$0-
200919$705,797$0-
Poway Dental Care Profit Sharing Plan-9$705,797$0-
200815$550,954$53,049$10,610iApproximate average salary by contribution assumption: employee only about $265,245 at 4% or $176,830 at 6%; with 50% employer match about $176,830 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%.
Poway Dental Care Profit Sharing Plan-5$550,954$53,049$10,610iApproximate average salary by contribution assumption: employee only about $265,245 at 4% or $176,830 at 6%; with 50% employer match about $176,830 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%.
200713$0$0-
Poway Dental Care Profit Sharing Plan-3---
200612$663,254$40,032$20,016iApproximate average salary by contribution assumption: employee only about $500,400 at 4% or $333,600 at 6%; with 50% employer match about $333,600 at 4% or $222,400 at 6%; with 100% employer match about $250,200 at 4% or $166,800 at 6%.
Poway Dental Care Profit Sharing Plan-2$663,254$40,032$20,016iApproximate average salary by contribution assumption: employee only about $500,400 at 4% or $333,600 at 6%; with 50% employer match about $333,600 at 4% or $222,400 at 6%; with 100% employer match about $250,200 at 4% or $166,800 at 6%.
200514$619,363$55,753$13,938iApproximate average salary by contribution assumption: employee only about $348,456 at 4% or $232,304 at 6%; with 50% employer match about $232,304 at 4% or $154,869 at 6%; with 100% employer match about $174,228 at 4% or $116,152 at 6%.
Poway Dental Care Profit Sharing Plan-4$619,363$55,753$13,938iApproximate average salary by contribution assumption: employee only about $348,456 at 4% or $232,304 at 6%; with 50% employer match about $232,304 at 4% or $154,869 at 6%; with 100% employer match about $174,228 at 4% or $116,152 at 6%.
200213$259,384$28,211$9,404iApproximate average salary by contribution assumption: employee only about $235,092 at 4% or $156,728 at 6%; with 50% employer match about $156,728 at 4% or $104,485 at 6%; with 100% employer match about $117,546 at 4% or $78,364 at 6%.
Poway Dental Care Profit Sharing Plan-3$259,384$28,211$9,404iApproximate average salary by contribution assumption: employee only about $235,092 at 4% or $156,728 at 6%; with 50% employer match about $156,728 at 4% or $104,485 at 6%; with 100% employer match about $117,546 at 4% or $78,364 at 6%.
200113$0$0-
Poway Dental Care Profit Sharing Plan-3---
200014$275,714$32,084$8,021iApproximate average salary by contribution assumption: employee only about $200,525 at 4% or $133,683 at 6%; with 50% employer match about $133,683 at 4% or $89,122 at 6%; with 100% employer match about $100,263 at 4% or $66,842 at 6%.
Poway Dental Care Profit Sharing Plan-4$275,714$32,084$8,021iApproximate average salary by contribution assumption: employee only about $200,525 at 4% or $133,683 at 6%; with 50% employer match about $133,683 at 4% or $89,122 at 6%; with 100% employer match about $100,263 at 4% or $66,842 at 6%.
199914$227,665$29,497$7,374iApproximate average salary by contribution assumption: employee only about $184,356 at 4% or $122,904 at 6%; with 50% employer match about $122,904 at 4% or $81,936 at 6%; with 100% employer match about $92,178 at 4% or $61,452 at 6%.
Poway Dental Care Profit Sharing Plan-4$227,665$29,497$7,374iApproximate average salary by contribution assumption: employee only about $184,356 at 4% or $122,904 at 6%; with 50% employer match about $122,904 at 4% or $81,936 at 6%; with 100% employer match about $92,178 at 4% or $61,452 at 6%.