Civic Intelligence

VICTOR S. LEE, DDS, INC.

Plan context: BURLINGAME ORTHODONTICS 401(K) PLAN

EIN 46-3702885 • Burlingame, CA • 6 filings • 1 plans

500 Primrose Rd.Suite #1Burlingame, CA 94010
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$483,676

2025 Contributions

$43,822

Historical Graphs

Total Assets Over Time

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

$483,676$241,838$0202020232025YearValue
$483,676Latest year 2025

Participants Over Time

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

840202020232025YearValue
8Latest 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
202518$483,676$43,822$5,478iApproximate average salary by contribution assumption: employee only about $136,944 at 4% or $91,296 at 6%; with 50% employer match about $91,296 at 4% or $60,864 at 6%; with 100% employer match about $68,472 at 4% or $45,648 at 6%.
BURLINGAME ORTHODONTICS 401(K) PLAN-8$483,676$43,822$5,478iApproximate average salary by contribution assumption: employee only about $136,944 at 4% or $91,296 at 6%; with 50% employer match about $91,296 at 4% or $60,864 at 6%; with 100% employer match about $68,472 at 4% or $45,648 at 6%.
202416$360,218$40,540$6,757iApproximate average salary by contribution assumption: employee only about $168,917 at 4% or $112,611 at 6%; with 50% employer match about $112,611 at 4% or $75,074 at 6%; with 100% employer match about $84,458 at 4% or $56,306 at 6%.
BURLINGAME ORTHODONTICS 401(K) PLAN-6$360,218$40,540$6,757iApproximate average salary by contribution assumption: employee only about $168,917 at 4% or $112,611 at 6%; with 50% employer match about $112,611 at 4% or $75,074 at 6%; with 100% employer match about $84,458 at 4% or $56,306 at 6%.
202316$290,962$40,843$6,807iApproximate average salary by contribution assumption: employee only about $170,179 at 4% or $113,453 at 6%; with 50% employer match about $113,453 at 4% or $75,635 at 6%; with 100% employer match about $85,090 at 4% or $56,726 at 6%.
BURLINGAME ORTHODONTICS 401(K) PLAN-6$290,962$40,843$6,807iApproximate average salary by contribution assumption: employee only about $170,179 at 4% or $113,453 at 6%; with 50% employer match about $113,453 at 4% or $75,635 at 6%; with 100% employer match about $85,090 at 4% or $56,726 at 6%.
202216$215,076$59,591$9,932iApproximate average salary by contribution assumption: employee only about $248,296 at 4% or $165,531 at 6%; with 50% employer match about $165,531 at 4% or $110,354 at 6%; with 100% employer match about $124,148 at 4% or $82,765 at 6%.
BURLINGAME ORTHODONTICS 401(K) PLAN-6$215,076$59,591$9,932iApproximate average salary by contribution assumption: employee only about $248,296 at 4% or $165,531 at 6%; with 50% employer match about $165,531 at 4% or $110,354 at 6%; with 100% employer match about $124,148 at 4% or $82,765 at 6%.
202115$181,476$113,128$22,626iApproximate average salary by contribution assumption: employee only about $565,640 at 4% or $377,093 at 6%; with 50% employer match about $377,093 at 4% or $251,396 at 6%; with 100% employer match about $282,820 at 4% or $188,547 at 6%.
BURLINGAME ORTHODONTICS 401(K) PLAN-5$181,476$113,128$22,626iApproximate average salary by contribution assumption: employee only about $565,640 at 4% or $377,093 at 6%; with 50% employer match about $377,093 at 4% or $251,396 at 6%; with 100% employer match about $282,820 at 4% or $188,547 at 6%.
202015$49,301$39,878$7,976iApproximate average salary by contribution assumption: employee only about $199,390 at 4% or $132,927 at 6%; with 50% employer match about $132,927 at 4% or $88,618 at 6%; with 100% employer match about $99,695 at 4% or $66,463 at 6%.
BURLINGAME ORTHODONTICS 401(K) PLAN-5$49,301$39,878$7,976iApproximate average salary by contribution assumption: employee only about $199,390 at 4% or $132,927 at 6%; with 50% employer match about $132,927 at 4% or $88,618 at 6%; with 100% employer match about $99,695 at 4% or $66,463 at 6%.