Civic Intelligence

William a. Lee, D.D.S., S.C.

Plan context: William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan

EIN 39-1224833 • Madison, WI • 14 filings • 2 plans

802 West Broadway Suite 320Madison, WI 53713-1890
Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$1,122,844

2012 Contributions

$56,890

Historical Graphs

Total Assets Over Time

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

$1,122,844$561,422$0199920062011YearValue
$1,122,844Latest year 2011

Participants Over Time

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

530199920052011YearValue
4Latest year 2011

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
201210$0$0-
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-0$0$0-
201114$1,122,844$56,890$14,223iApproximate average salary by contribution assumption: employee only about $355,563 at 4% or $237,042 at 6%; with 50% employer match about $237,042 at 4% or $158,028 at 6%; with 100% employer match about $177,781 at 4% or $118,521 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-4$1,122,844$56,890$14,223iApproximate average salary by contribution assumption: employee only about $355,563 at 4% or $237,042 at 6%; with 50% employer match about $237,042 at 4% or $158,028 at 6%; with 100% employer match about $177,781 at 4% or $118,521 at 6%.
201013$1,105,030$136,075$45,358iApproximate average salary by contribution assumption: employee only about $1,133,958 at 4% or $755,972 at 6%; with 50% employer match about $755,972 at 4% or $503,981 at 6%; with 100% employer match about $566,979 at 4% or $377,986 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-3$1,105,030$136,075$45,358iApproximate average salary by contribution assumption: employee only about $1,133,958 at 4% or $755,972 at 6%; with 50% employer match about $755,972 at 4% or $503,981 at 6%; with 100% employer match about $566,979 at 4% or $377,986 at 6%.
200914$881,330$62,199$15,550iApproximate average salary by contribution assumption: employee only about $388,744 at 4% or $259,163 at 6%; with 50% employer match about $259,163 at 4% or $172,775 at 6%; with 100% employer match about $194,372 at 4% or $129,581 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-4$881,330$62,199$15,550iApproximate average salary by contribution assumption: employee only about $388,744 at 4% or $259,163 at 6%; with 50% employer match about $259,163 at 4% or $172,775 at 6%; with 100% employer match about $194,372 at 4% or $129,581 at 6%.
200814$634,391$56,904$14,226iApproximate average salary by contribution assumption: employee only about $355,650 at 4% or $237,100 at 6%; with 50% employer match about $237,100 at 4% or $158,067 at 6%; with 100% employer match about $177,825 at 4% or $118,550 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-4$634,391$56,904$14,226iApproximate average salary by contribution assumption: employee only about $355,650 at 4% or $237,100 at 6%; with 50% employer match about $237,100 at 4% or $158,067 at 6%; with 100% employer match about $177,825 at 4% or $118,550 at 6%.
200713$861,521$54,008$18,003iApproximate average salary by contribution assumption: employee only about $450,067 at 4% or $300,044 at 6%; with 50% employer match about $300,044 at 4% or $200,030 at 6%; with 100% employer match about $225,033 at 4% or $150,022 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-3$861,521$54,008$18,003iApproximate average salary by contribution assumption: employee only about $450,067 at 4% or $300,044 at 6%; with 50% employer match about $300,044 at 4% or $200,030 at 6%; with 100% employer match about $225,033 at 4% or $150,022 at 6%.
200614$761,056$50,819$12,705iApproximate average salary by contribution assumption: employee only about $317,619 at 4% or $211,746 at 6%; with 50% employer match about $211,746 at 4% or $141,164 at 6%; with 100% employer match about $158,809 at 4% or $105,873 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-4$761,056$50,819$12,705iApproximate average salary by contribution assumption: employee only about $317,619 at 4% or $211,746 at 6%; with 50% employer match about $211,746 at 4% or $141,164 at 6%; with 100% employer match about $158,809 at 4% or $105,873 at 6%.
200513$634,689$45,426$15,142iApproximate average salary by contribution assumption: employee only about $378,550 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,244 at 6%; with 100% employer match about $189,275 at 4% or $126,183 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-3$634,689$45,426$15,142iApproximate average salary by contribution assumption: employee only about $378,550 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,244 at 6%; with 100% employer match about $189,275 at 4% or $126,183 at 6%.
200413$556,534$46,944$15,648iApproximate average salary by contribution assumption: employee only about $391,200 at 4% or $260,800 at 6%; with 50% employer match about $260,800 at 4% or $173,867 at 6%; with 100% employer match about $195,600 at 4% or $130,400 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-3$556,534$46,944$15,648iApproximate average salary by contribution assumption: employee only about $391,200 at 4% or $260,800 at 6%; with 50% employer match about $260,800 at 4% or $173,867 at 6%; with 100% employer match about $195,600 at 4% or $130,400 at 6%.
200314$457,662$45,852$11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-4$457,662$45,852$11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%.
200215$329,619$9,640$1,928iApproximate average salary by contribution assumption: employee only about $48,200 at 4% or $32,133 at 6%; with 50% employer match about $32,133 at 4% or $21,422 at 6%; with 100% employer match about $24,100 at 4% or $16,067 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-5$329,619$9,640$1,928iApproximate average salary by contribution assumption: employee only about $48,200 at 4% or $32,133 at 6%; with 50% employer match about $32,133 at 4% or $21,422 at 6%; with 100% employer match about $24,100 at 4% or $16,067 at 6%.
200114$0$0-
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-4---
200014$0$0-
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-4---
199913$304,777$30,896$10,299iApproximate average salary by contribution assumption: employee only about $257,467 at 4% or $171,644 at 6%; with 50% employer match about $171,644 at 4% or $114,430 at 6%; with 100% employer match about $128,733 at 4% or $85,822 at 6%.
William a. Lee, D.D.S., S.C. Employees Profit Sharing Plan-3$304,777$30,896$10,299iApproximate average salary by contribution assumption: employee only about $257,467 at 4% or $171,644 at 6%; with 50% employer match about $171,644 at 4% or $114,430 at 6%; with 100% employer match about $128,733 at 4% or $85,822 at 6%.