Kasey K. LI, D.D.S., M.D. Inc.
Plan context: Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan
EIN 42-1601324 • East Palo Alto, CA • 33 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$8,691,064
2025 Contributions
$4,283,227
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $8,691,064 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 3 | $8,691,064 | - | - |
| 2024 | 1 | 3 | $7,638,030 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 3 | $7,638,030 | $0 | - |
| 2023 | 1 | 3 | $7,170,618 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 3 | $7,170,618 | $0 | - |
| 2022 | 1 | 5 | $6,393,984 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $6,393,984 | $0 | - |
| 2021 | 1 | 5 | $7,502,355 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $7,502,355 | $0 | - |
| 2020 | 1 | 5 | $6,783,140 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $6,783,140 | $0 | - |
| 2019 | 1 | 5 | $6,252,406 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $6,252,406 | $0 | - |
| 2018 | 1 | 5 | $5,410,884 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $5,410,884 | $0 | - |
| 2017 | 2 | 5 | $5,953,929 | $4,283,227 | $856,645iApproximate average salary by contribution assumption: employee only about $21,416,135 at 4% or $14,277,423 at 6%; with 50% employer match about $14,277,423 at 4% or $9,518,282 at 6%; with 100% employer match about $10,708,068 at 4% or $7,138,712 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $5,953,929 | $4,283,227 | $856,645iApproximate average salary by contribution assumption: employee only about $21,416,135 at 4% or $14,277,423 at 6%; with 50% employer match about $14,277,423 at 4% or $9,518,282 at 6%; with 100% employer match about $10,708,068 at 4% or $7,138,712 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2016 | 2 | 6 | $5,284,241 | $78,751 | $13,125iApproximate average salary by contribution assumption: employee only about $328,129 at 4% or $218,753 at 6%; with 50% employer match about $218,753 at 4% or $145,835 at 6%; with 100% employer match about $164,065 at 4% or $109,376 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | $4,126,510 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 6 | $1,157,731 | $78,751 | $13,125iApproximate average salary by contribution assumption: employee only about $328,129 at 4% or $218,753 at 6%; with 50% employer match about $218,753 at 4% or $145,835 at 6%; with 100% employer match about $164,065 at 4% or $109,376 at 6%. |
| 2015 | 2 | 6 | $4,571,003 | $115,544 | $19,257iApproximate average salary by contribution assumption: employee only about $481,433 at 4% or $320,956 at 6%; with 50% employer match about $320,956 at 4% or $213,970 at 6%; with 100% employer match about $240,717 at 4% or $160,478 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | $3,622,079 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 6 | $948,924 | $115,544 | $19,257iApproximate average salary by contribution assumption: employee only about $481,433 at 4% or $320,956 at 6%; with 50% employer match about $320,956 at 4% or $213,970 at 6%; with 100% employer match about $240,717 at 4% or $160,478 at 6%. |
| 2014 | 2 | 6 | $4,914,754 | $71,104 | $11,851iApproximate average salary by contribution assumption: employee only about $296,267 at 4% or $197,511 at 6%; with 50% employer match about $197,511 at 4% or $131,674 at 6%; with 100% employer match about $148,133 at 4% or $98,756 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | $3,876,984 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 6 | $1,037,770 | $71,104 | $11,851iApproximate average salary by contribution assumption: employee only about $296,267 at 4% or $197,511 at 6%; with 50% employer match about $197,511 at 4% or $131,674 at 6%; with 100% employer match about $148,133 at 4% or $98,756 at 6%. |
| 2013 | 2 | 6 | $4,392,294 | $287,936 | $47,989iApproximate average salary by contribution assumption: employee only about $1,199,733 at 4% or $799,822 at 6%; with 50% employer match about $799,822 at 4% or $533,215 at 6%; with 100% employer match about $599,867 at 4% or $399,911 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | $3,526,723 | $205,212 | $68,404iApproximate average salary by contribution assumption: employee only about $1,710,100 at 4% or $1,140,067 at 6%; with 50% employer match about $1,140,067 at 4% or $760,044 at 6%; with 100% employer match about $855,050 at 4% or $570,033 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 6 | $865,571 | $82,724 | $13,787iApproximate average salary by contribution assumption: employee only about $344,683 at 4% or $229,789 at 6%; with 50% employer match about $229,789 at 4% or $153,193 at 6%; with 100% employer match about $172,342 at 4% or $114,894 at 6%. |
| 2012 | 2 | 6 | $3,584,227 | $250,064 | $41,677iApproximate average salary by contribution assumption: employee only about $1,041,933 at 4% or $694,622 at 6%; with 50% employer match about $694,622 at 4% or $463,081 at 6%; with 100% employer match about $520,967 at 4% or $347,311 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,877,578 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 6 | $706,649 | $100,064 | $16,677iApproximate average salary by contribution assumption: employee only about $416,933 at 4% or $277,956 at 6%; with 50% employer match about $277,956 at 4% or $185,304 at 6%; with 100% employer match about $208,467 at 4% or $138,978 at 6%. |
| 2011 | 2 | 6 | $2,964,922 | $300,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,425,331 | $261,752 | $87,251iApproximate average salary by contribution assumption: employee only about $2,181,267 at 4% or $1,454,178 at 6%; with 50% employer match about $1,454,178 at 4% or $969,452 at 6%; with 100% employer match about $1,090,633 at 4% or $727,089 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 6 | $539,591 | $38,248 | $6,375iApproximate average salary by contribution assumption: employee only about $159,367 at 4% or $106,244 at 6%; with 50% employer match about $106,244 at 4% or $70,830 at 6%; with 100% employer match about $79,683 at 4% or $53,122 at 6%. |
| 2010 | 2 | 6 | $2,641,952 | $301,798 | $50,300iApproximate average salary by contribution assumption: employee only about $1,257,492 at 4% or $838,328 at 6%; with 50% employer match about $838,328 at 4% or $558,885 at 6%; with 100% employer match about $628,746 at 4% or $419,164 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 5 | $2,149,925 | $265,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 6 | $492,027 | $36,798 | $6,133iApproximate average salary by contribution assumption: employee only about $153,325 at 4% or $102,217 at 6%; with 50% employer match about $102,217 at 4% or $68,144 at 6%; with 100% employer match about $76,663 at 4% or $51,108 at 6%. |
| 2009 | 2 | 5 | $2,083,608 | $300,000 | $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%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 5 | $1,646,620 | $268,997 | $53,799iApproximate average salary by contribution assumption: employee only about $1,344,985 at 4% or $896,657 at 6%; with 50% employer match about $896,657 at 4% or $597,771 at 6%; with 100% employer match about $672,493 at 4% or $448,328 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $436,988 | $31,003 | $6,201iApproximate average salary by contribution assumption: employee only about $155,015 at 4% or $103,343 at 6%; with 50% employer match about $103,343 at 4% or $68,896 at 6%; with 100% employer match about $77,508 at 4% or $51,672 at 6%. |
| 2008 | 2 | 5 | $0 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2007 | 2 | 5 | $0 | $0 | - |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 2 | 5 | $743,326 | $331,012 | $66,202iApproximate average salary by contribution assumption: employee only about $1,655,060 at 4% or $1,103,373 at 6%; with 50% employer match about $1,103,373 at 4% or $735,582 at 6%; with 100% employer match about $827,530 at 4% or $551,687 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. Defined Benefit Pension Plan | - | 3 | $468,149 | $301,214 | $100,405iApproximate average salary by contribution assumption: employee only about $2,510,117 at 4% or $1,673,411 at 6%; with 50% employer match about $1,673,411 at 4% or $1,115,607 at 6%; with 100% employer match about $1,255,058 at 4% or $836,706 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $275,177 | $29,798 | $5,960iApproximate average salary by contribution assumption: employee only about $148,990 at 4% or $99,327 at 6%; with 50% employer match about $99,327 at 4% or $66,218 at 6%; with 100% employer match about $74,495 at 4% or $49,663 at 6%. |
| 2004 | 1 | 3 | $168,100 | $168,100 | $56,033iApproximate average salary by contribution assumption: employee only about $1,400,833 at 4% or $933,889 at 6%; with 50% employer match about $933,889 at 4% or $622,593 at 6%; with 100% employer match about $700,417 at 4% or $466,944 at 6%. |
| Kasey K. LI, D.D.S., M.D. Inc. 401(K) Profit Sharing Plan | - | 3 | $168,100 | $168,100 | $56,033iApproximate average salary by contribution assumption: employee only about $1,400,833 at 4% or $933,889 at 6%; with 50% employer match about $933,889 at 4% or $622,593 at 6%; with 100% employer match about $700,417 at 4% or $466,944 at 6%. |