Lee D. Jess D.D.S. Ltd.
Plan context: Lee D. Jess Inc. Retirement Plan
EIN 41-1391836 • Grand Rapids, MN • 25 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
12
2023 Assets
$468,683
2023 Contributions
$85,345
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Lee D. Jess Inc. Retirement Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 12 | $468,683 | $85,345 | $7,112iApproximate average salary by contribution assumption: employee only about $177,802 at 4% or $118,535 at 6%; with 50% employer match about $118,535 at 4% or $79,023 at 6%; with 100% employer match about $88,901 at 4% or $59,267 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 12 | $468,683 | $85,345 | $7,112iApproximate average salary by contribution assumption: employee only about $177,802 at 4% or $118,535 at 6%; with 50% employer match about $118,535 at 4% or $79,023 at 6%; with 100% employer match about $88,901 at 4% or $59,267 at 6%. |
| 2021 | 1 | 11 | $513,116 | $61,373 | $5,579iApproximate average salary by contribution assumption: employee only about $139,484 at 4% or $92,989 at 6%; with 50% employer match about $92,989 at 4% or $61,993 at 6%; with 100% employer match about $69,742 at 4% or $46,495 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 11 | $513,116 | $61,373 | $5,579iApproximate average salary by contribution assumption: employee only about $139,484 at 4% or $92,989 at 6%; with 50% employer match about $92,989 at 4% or $61,993 at 6%; with 100% employer match about $69,742 at 4% or $46,495 at 6%. |
| 2020 | 1 | 9 | $442,603 | $67,504 | $7,500iApproximate average salary by contribution assumption: employee only about $187,511 at 4% or $125,007 at 6%; with 50% employer match about $125,007 at 4% or $83,338 at 6%; with 100% employer match about $93,756 at 4% or $62,504 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 9 | $442,603 | $67,504 | $7,500iApproximate average salary by contribution assumption: employee only about $187,511 at 4% or $125,007 at 6%; with 50% employer match about $125,007 at 4% or $83,338 at 6%; with 100% employer match about $93,756 at 4% or $62,504 at 6%. |
| 2019 | 1 | 10 | $338,497 | $21,913 | $2,191iApproximate average salary by contribution assumption: employee only about $54,783 at 4% or $36,522 at 6%; with 50% employer match about $36,522 at 4% or $24,348 at 6%; with 100% employer match about $27,391 at 4% or $18,261 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 10 | $338,497 | $21,913 | $2,191iApproximate average salary by contribution assumption: employee only about $54,783 at 4% or $36,522 at 6%; with 50% employer match about $36,522 at 4% or $24,348 at 6%; with 100% employer match about $27,391 at 4% or $18,261 at 6%. |
| 2018 | 1 | 10 | $289,901 | $30,617 | $3,062iApproximate average salary by contribution assumption: employee only about $76,543 at 4% or $51,028 at 6%; with 50% employer match about $51,028 at 4% or $34,019 at 6%; with 100% employer match about $38,271 at 4% or $25,514 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 10 | $289,901 | $30,617 | $3,062iApproximate average salary by contribution assumption: employee only about $76,543 at 4% or $51,028 at 6%; with 50% employer match about $51,028 at 4% or $34,019 at 6%; with 100% employer match about $38,271 at 4% or $25,514 at 6%. |
| 2017 | 1 | 9 | $283,180 | $207,242 | $23,027iApproximate average salary by contribution assumption: employee only about $575,672 at 4% or $383,781 at 6%; with 50% employer match about $383,781 at 4% or $255,854 at 6%; with 100% employer match about $287,836 at 4% or $191,891 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 9 | $283,180 | $207,242 | $23,027iApproximate average salary by contribution assumption: employee only about $575,672 at 4% or $383,781 at 6%; with 50% employer match about $383,781 at 4% or $255,854 at 6%; with 100% employer match about $287,836 at 4% or $191,891 at 6%. |
| 2016 | 1 | 9 | $69,157 | $36,300 | $4,033iApproximate average salary by contribution assumption: employee only about $100,833 at 4% or $67,222 at 6%; with 50% employer match about $67,222 at 4% or $44,815 at 6%; with 100% employer match about $50,417 at 4% or $33,611 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 9 | $69,157 | $36,300 | $4,033iApproximate average salary by contribution assumption: employee only about $100,833 at 4% or $67,222 at 6%; with 50% employer match about $67,222 at 4% or $44,815 at 6%; with 100% employer match about $50,417 at 4% or $33,611 at 6%. |
| 2015 | 1 | 9 | $335,982 | $35,300 | $3,922iApproximate average salary by contribution assumption: employee only about $98,056 at 4% or $65,370 at 6%; with 50% employer match about $65,370 at 4% or $43,580 at 6%; with 100% employer match about $49,028 at 4% or $32,685 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 9 | $335,982 | $35,300 | $3,922iApproximate average salary by contribution assumption: employee only about $98,056 at 4% or $65,370 at 6%; with 50% employer match about $65,370 at 4% or $43,580 at 6%; with 100% employer match about $49,028 at 4% or $32,685 at 6%. |
| 2014 | 1 | 4 | $316,966 | $1,300 | $325iApproximate average salary by contribution assumption: employee only about $8,125 at 4% or $5,417 at 6%; with 50% employer match about $5,417 at 4% or $3,611 at 6%; with 100% employer match about $4,063 at 4% or $2,708 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 4 | $316,966 | $1,300 | $325iApproximate average salary by contribution assumption: employee only about $8,125 at 4% or $5,417 at 6%; with 50% employer match about $5,417 at 4% or $3,611 at 6%; with 100% employer match about $4,063 at 4% or $2,708 at 6%. |
| 2013 | 1 | 5 | $316,989 | $1,900 | $380iApproximate average salary by contribution assumption: employee only about $9,500 at 4% or $6,333 at 6%; with 50% employer match about $6,333 at 4% or $4,222 at 6%; with 100% employer match about $4,750 at 4% or $3,167 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 5 | $316,989 | $1,900 | $380iApproximate average salary by contribution assumption: employee only about $9,500 at 4% or $6,333 at 6%; with 50% employer match about $6,333 at 4% or $4,222 at 6%; with 100% employer match about $4,750 at 4% or $3,167 at 6%. |
| 2012 | 1 | 6 | $225,870 | $1,875 | $313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 6 | $225,870 | $1,875 | $313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%. |
| 2011 | 1 | 6 | $208,534 | $1,750 | $292iApproximate average salary by contribution assumption: employee only about $7,292 at 4% or $4,861 at 6%; with 50% employer match about $4,861 at 4% or $3,241 at 6%; with 100% employer match about $3,646 at 4% or $2,431 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 6 | $208,534 | $1,750 | $292iApproximate average salary by contribution assumption: employee only about $7,292 at 4% or $4,861 at 6%; with 50% employer match about $4,861 at 4% or $3,241 at 6%; with 100% employer match about $3,646 at 4% or $2,431 at 6%. |
| 2010 | 1 | 7 | $230,660 | $2,650 | $379iApproximate average salary by contribution assumption: employee only about $9,464 at 4% or $6,310 at 6%; with 50% employer match about $6,310 at 4% or $4,206 at 6%; with 100% employer match about $4,732 at 4% or $3,155 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 7 | $230,660 | $2,650 | $379iApproximate average salary by contribution assumption: employee only about $9,464 at 4% or $6,310 at 6%; with 50% employer match about $6,310 at 4% or $4,206 at 6%; with 100% employer match about $4,732 at 4% or $3,155 at 6%. |
| 2009 | 1 | 8 | $205,333 | $1,350 | $169iApproximate average salary by contribution assumption: employee only about $4,219 at 4% or $2,813 at 6%; with 50% employer match about $2,813 at 4% or $1,875 at 6%; with 100% employer match about $2,109 at 4% or $1,406 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 8 | $205,333 | $1,350 | $169iApproximate average salary by contribution assumption: employee only about $4,219 at 4% or $2,813 at 6%; with 50% employer match about $2,813 at 4% or $1,875 at 6%; with 100% employer match about $2,109 at 4% or $1,406 at 6%. |
| 2008 | 1 | 9 | $161,686 | $39,350 | $4,372iApproximate average salary by contribution assumption: employee only about $109,306 at 4% or $72,870 at 6%; with 50% employer match about $72,870 at 4% or $48,580 at 6%; with 100% employer match about $54,653 at 4% or $36,435 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 9 | $161,686 | $39,350 | $4,372iApproximate average salary by contribution assumption: employee only about $109,306 at 4% or $72,870 at 6%; with 50% employer match about $72,870 at 4% or $48,580 at 6%; with 100% employer match about $54,653 at 4% or $36,435 at 6%. |
| 2007 | 1 | 8 | $187,019 | $11,300 | $1,413iApproximate average salary by contribution assumption: employee only about $35,313 at 4% or $23,542 at 6%; with 50% employer match about $23,542 at 4% or $15,694 at 6%; with 100% employer match about $17,656 at 4% or $11,771 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 8 | $187,019 | $11,300 | $1,413iApproximate average salary by contribution assumption: employee only about $35,313 at 4% or $23,542 at 6%; with 50% employer match about $23,542 at 4% or $15,694 at 6%; with 100% employer match about $17,656 at 4% or $11,771 at 6%. |
| 2006 | 1 | 7 | $160,487 | $5,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 7 | $160,487 | $5,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| 2005 | 1 | 7 | $141,146 | $5,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 7 | $141,146 | $5,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| 2004 | 1 | 5 | $127,747 | $0 | - |
| Lee D. Jess Inc. Retirement Plan | - | 5 | $127,747 | - | - |
| 2003 | 1 | 6 | $0 | $0 | - |
| Lee D. Jess Inc. Retirement Plan | - | 6 | - | - | - |
| 2002 | 1 | 5 | $119,054 | $7,290 | $1,458iApproximate average salary by contribution assumption: employee only about $36,450 at 4% or $24,300 at 6%; with 50% employer match about $24,300 at 4% or $16,200 at 6%; with 100% employer match about $18,225 at 4% or $12,150 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 5 | $119,054 | $7,290 | $1,458iApproximate average salary by contribution assumption: employee only about $36,450 at 4% or $24,300 at 6%; with 50% employer match about $24,300 at 4% or $16,200 at 6%; with 100% employer match about $18,225 at 4% or $12,150 at 6%. |
| 2001 | 1 | 5 | $140,594 | $9,000 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 5 | $140,594 | $9,000 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2000 | 1 | 6 | $142,788 | $7,000 | $1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 6 | $142,788 | $7,000 | $1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%. |
| 1999 | 1 | 7 | $142,454 | $1,900 | $271iApproximate average salary by contribution assumption: employee only about $6,786 at 4% or $4,524 at 6%; with 50% employer match about $4,524 at 4% or $3,016 at 6%; with 100% employer match about $3,393 at 4% or $2,262 at 6%. |
| Lee D. Jess Inc. Retirement Plan | - | 7 | $142,454 | $1,900 | $271iApproximate average salary by contribution assumption: employee only about $6,786 at 4% or $4,524 at 6%; with 50% employer match about $4,524 at 4% or $3,016 at 6%; with 100% employer match about $3,393 at 4% or $2,262 at 6%. |