Civic Intelligence

Amy K Lee Dds

Plan context: Amy K Lee Dds 401(K) Profit Sharing Plan & Trust

EIN 35-2242357 • Berkeley, CA • 16 filings • 1 plans

1653 Solano AvenueBerkeley, CA 94707
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,332,156

2025 Contributions

$129,739

Historical Graphs

Total Assets Over Time

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

$1,332,156$666,078$0201020182025YearValue
$1,332,156Latest year 2025

Participants Over Time

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

1260201020182025YearValue
12Latest year 2025

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
2025112$1,332,156$129,739$10,812iApproximate average salary by contribution assumption: employee only about $270,290 at 4% or $180,193 at 6%; with 50% employer match about $180,193 at 4% or $120,129 at 6%; with 100% employer match about $135,145 at 4% or $90,097 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-12$1,332,156$129,739$10,812iApproximate average salary by contribution assumption: employee only about $270,290 at 4% or $180,193 at 6%; with 50% employer match about $180,193 at 4% or $120,129 at 6%; with 100% employer match about $135,145 at 4% or $90,097 at 6%.
2024112$1,058,377$90,666$7,556iApproximate average salary by contribution assumption: employee only about $188,888 at 4% or $125,925 at 6%; with 50% employer match about $125,925 at 4% or $83,950 at 6%; with 100% employer match about $94,444 at 4% or $62,963 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-12$1,058,377$90,666$7,556iApproximate average salary by contribution assumption: employee only about $188,888 at 4% or $125,925 at 6%; with 50% employer match about $125,925 at 4% or $83,950 at 6%; with 100% employer match about $94,444 at 4% or $62,963 at 6%.
202319$894,095$76,756$8,528iApproximate average salary by contribution assumption: employee only about $213,211 at 4% or $142,141 at 6%; with 50% employer match about $142,141 at 4% or $94,760 at 6%; with 100% employer match about $106,606 at 4% or $71,070 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-9$894,095$76,756$8,528iApproximate average salary by contribution assumption: employee only about $213,211 at 4% or $142,141 at 6%; with 50% employer match about $142,141 at 4% or $94,760 at 6%; with 100% employer match about $106,606 at 4% or $71,070 at 6%.
202219$724,293$71,462$7,940iApproximate average salary by contribution assumption: employee only about $198,506 at 4% or $132,337 at 6%; with 50% employer match about $132,337 at 4% or $88,225 at 6%; with 100% employer match about $99,253 at 4% or $66,169 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-9$724,293$71,462$7,940iApproximate average salary by contribution assumption: employee only about $198,506 at 4% or $132,337 at 6%; with 50% employer match about $132,337 at 4% or $88,225 at 6%; with 100% employer match about $99,253 at 4% or $66,169 at 6%.
202119$759,422$71,799$7,978iApproximate average salary by contribution assumption: employee only about $199,442 at 4% or $132,961 at 6%; with 50% employer match about $132,961 at 4% or $88,641 at 6%; with 100% employer match about $99,721 at 4% or $66,481 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-9$759,422$71,799$7,978iApproximate average salary by contribution assumption: employee only about $199,442 at 4% or $132,961 at 6%; with 50% employer match about $132,961 at 4% or $88,641 at 6%; with 100% employer match about $99,721 at 4% or $66,481 at 6%.
202018$620,026$70,297$8,787iApproximate average salary by contribution assumption: employee only about $219,678 at 4% or $146,452 at 6%; with 50% employer match about $146,452 at 4% or $97,635 at 6%; with 100% employer match about $109,839 at 4% or $73,226 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-8$620,026$70,297$8,787iApproximate average salary by contribution assumption: employee only about $219,678 at 4% or $146,452 at 6%; with 50% employer match about $146,452 at 4% or $97,635 at 6%; with 100% employer match about $109,839 at 4% or $73,226 at 6%.
201918$487,093$72,030$9,004iApproximate average salary by contribution assumption: employee only about $225,094 at 4% or $150,063 at 6%; with 50% employer match about $150,063 at 4% or $100,042 at 6%; with 100% employer match about $112,547 at 4% or $75,031 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-8$487,093$72,030$9,004iApproximate average salary by contribution assumption: employee only about $225,094 at 4% or $150,063 at 6%; with 50% employer match about $150,063 at 4% or $100,042 at 6%; with 100% employer match about $112,547 at 4% or $75,031 at 6%.
201818$359,242$67,227$8,403iApproximate average salary by contribution assumption: employee only about $210,084 at 4% or $140,056 at 6%; with 50% employer match about $140,056 at 4% or $93,371 at 6%; with 100% employer match about $105,042 at 4% or $70,028 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-8$359,242$67,227$8,403iApproximate average salary by contribution assumption: employee only about $210,084 at 4% or $140,056 at 6%; with 50% employer match about $140,056 at 4% or $93,371 at 6%; with 100% employer match about $105,042 at 4% or $70,028 at 6%.
201716$319,276$27,037$4,506iApproximate average salary by contribution assumption: employee only about $112,654 at 4% or $75,103 at 6%; with 50% employer match about $75,103 at 4% or $50,069 at 6%; with 100% employer match about $56,327 at 4% or $37,551 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-6$319,276$27,037$4,506iApproximate average salary by contribution assumption: employee only about $112,654 at 4% or $75,103 at 6%; with 50% employer match about $75,103 at 4% or $50,069 at 6%; with 100% employer match about $56,327 at 4% or $37,551 at 6%.
201617$312,117$29,775$4,254iApproximate average salary by contribution assumption: employee only about $106,339 at 4% or $70,893 at 6%; with 50% employer match about $70,893 at 4% or $47,262 at 6%; with 100% employer match about $53,170 at 4% or $35,446 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-7$312,117$29,775$4,254iApproximate average salary by contribution assumption: employee only about $106,339 at 4% or $70,893 at 6%; with 50% employer match about $70,893 at 4% or $47,262 at 6%; with 100% employer match about $53,170 at 4% or $35,446 at 6%.
201517$269,474$62,437$8,920iApproximate average salary by contribution assumption: employee only about $222,989 at 4% or $148,660 at 6%; with 50% employer match about $148,660 at 4% or $99,106 at 6%; with 100% employer match about $111,495 at 4% or $74,330 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-7$269,474$62,437$8,920iApproximate average salary by contribution assumption: employee only about $222,989 at 4% or $148,660 at 6%; with 50% employer match about $148,660 at 4% or $99,106 at 6%; with 100% employer match about $111,495 at 4% or $74,330 at 6%.
201416$213,700$74,149$12,358iApproximate average salary by contribution assumption: employee only about $308,954 at 4% or $205,969 at 6%; with 50% employer match about $205,969 at 4% or $137,313 at 6%; with 100% employer match about $154,477 at 4% or $102,985 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-6$213,700$74,149$12,358iApproximate average salary by contribution assumption: employee only about $308,954 at 4% or $205,969 at 6%; with 50% employer match about $205,969 at 4% or $137,313 at 6%; with 100% employer match about $154,477 at 4% or $102,985 at 6%.
201316$141,477$71,551$11,925iApproximate average salary by contribution assumption: employee only about $298,129 at 4% or $198,753 at 6%; with 50% employer match about $198,753 at 4% or $132,502 at 6%; with 100% employer match about $149,065 at 4% or $99,376 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-6$141,477$71,551$11,925iApproximate average salary by contribution assumption: employee only about $298,129 at 4% or $198,753 at 6%; with 50% employer match about $198,753 at 4% or $132,502 at 6%; with 100% employer match about $149,065 at 4% or $99,376 at 6%.
201212$62,624$27,999$14,000iApproximate average salary by contribution assumption: employee only about $349,988 at 4% or $233,325 at 6%; with 50% employer match about $233,325 at 4% or $155,550 at 6%; with 100% employer match about $174,994 at 4% or $116,663 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-2$62,624$27,999$14,000iApproximate average salary by contribution assumption: employee only about $349,988 at 4% or $233,325 at 6%; with 50% employer match about $233,325 at 4% or $155,550 at 6%; with 100% employer match about $174,994 at 4% or $116,663 at 6%.
201112$32,225$29,536$14,768iApproximate average salary by contribution assumption: employee only about $369,200 at 4% or $246,133 at 6%; with 50% employer match about $246,133 at 4% or $164,089 at 6%; with 100% employer match about $184,600 at 4% or $123,067 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-2$32,225$29,536$14,768iApproximate average salary by contribution assumption: employee only about $369,200 at 4% or $246,133 at 6%; with 50% employer match about $246,133 at 4% or $164,089 at 6%; with 100% employer match about $184,600 at 4% or $123,067 at 6%.
201011$3,783$3,923$3,923iApproximate average salary by contribution assumption: employee only about $98,075 at 4% or $65,383 at 6%; with 50% employer match about $65,383 at 4% or $43,589 at 6%; with 100% employer match about $49,038 at 4% or $32,692 at 6%.
Amy K Lee Dds 401(K) Profit Sharing Plan & Trust-1$3,783$3,923$3,923iApproximate average salary by contribution assumption: employee only about $98,075 at 4% or $65,383 at 6%; with 50% employer match about $65,383 at 4% or $43,589 at 6%; with 100% employer match about $49,038 at 4% or $32,692 at 6%.