Civic Intelligence

Wonjoo Lee, D.D.S. Inc.

Plan context: Wonjoo Lee, D.D.S. Inc. Profit Sharing 401(K) Plan

EIN 45-2654626 • Oakland, CA • 3 filings • 1 plans

3540 Grand Avenue, Suite 100Oakland, CA 94610
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$63,088

2021 Contributions

$8,650

Historical Graphs

Total Assets Over Time

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

$63,088$31,544$020192020YearValue
$63,088Latest year 2020

Participants Over Time

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

42020192020YearValue
4Latest year 2020

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
202110$0$0-
Wonjoo Lee, D.D.S. Inc. Profit Sharing 401(K) Plan-0$0$0-
202014$63,088$8,650$2,163iApproximate average salary by contribution assumption: employee only about $54,063 at 4% or $36,042 at 6%; with 50% employer match about $36,042 at 4% or $24,028 at 6%; with 100% employer match about $27,031 at 4% or $18,021 at 6%.
Wonjoo Lee, D.D.S. Inc. Profit Sharing 401(K) Plan-4$63,088$8,650$2,163iApproximate average salary by contribution assumption: employee only about $54,063 at 4% or $36,042 at 6%; with 50% employer match about $36,042 at 4% or $24,028 at 6%; with 100% employer match about $27,031 at 4% or $18,021 at 6%.
201914$50,783$50,739$12,685iApproximate average salary by contribution assumption: employee only about $317,119 at 4% or $211,413 at 6%; with 50% employer match about $211,413 at 4% or $140,942 at 6%; with 100% employer match about $158,559 at 4% or $105,706 at 6%.
Wonjoo Lee, D.D.S. Inc. Profit Sharing 401(K) Plan-4$50,783$50,739$12,685iApproximate average salary by contribution assumption: employee only about $317,119 at 4% or $211,413 at 6%; with 50% employer match about $211,413 at 4% or $140,942 at 6%; with 100% employer match about $158,559 at 4% or $105,706 at 6%.
Wonjoo Lee, D.D.S. Inc. | EIN 45-2654626 | 2021 Form 5500 Company Profile