Civic Intelligence

Lee J. Simon, Dds PLLC

Plan context: Lee J. Simon, Dds PLLC Profit Sharing Plan

EIN 47-2575819 • Erie, PA • 10 filings • 3 plans

410 Cranberry StreetSuite 300Erie, PA 16507
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$745,504

2024 Contributions

$59,848

Historical Graphs

Total Assets Over Time

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

$3,152,186$1,576,093$0201520202024YearValue
$745,504Latest year 2024

Participants Over Time

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

1160201520202024YearValue
8Latest year 2024

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
202418$745,504$59,848$7,481iApproximate average salary by contribution assumption: employee only about $187,025 at 4% or $124,683 at 6%; with 50% employer match about $124,683 at 4% or $83,122 at 6%; with 100% employer match about $93,513 at 4% or $62,342 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-8$745,504$59,848$7,481iApproximate average salary by contribution assumption: employee only about $187,025 at 4% or $124,683 at 6%; with 50% employer match about $124,683 at 4% or $83,122 at 6%; with 100% employer match about $93,513 at 4% or $62,342 at 6%.
202316$1,042,378$72,038$12,006iApproximate average salary by contribution assumption: employee only about $300,158 at 4% or $200,106 at 6%; with 50% employer match about $200,106 at 4% or $133,404 at 6%; with 100% employer match about $150,079 at 4% or $100,053 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-6$1,042,378$72,038$12,006iApproximate average salary by contribution assumption: employee only about $300,158 at 4% or $200,106 at 6%; with 50% employer match about $200,106 at 4% or $133,404 at 6%; with 100% employer match about $150,079 at 4% or $100,053 at 6%.
202217$2,831,145$84,540$12,077iApproximate average salary by contribution assumption: employee only about $301,929 at 4% or $201,286 at 6%; with 50% employer match about $201,286 at 4% or $134,190 at 6%; with 100% employer match about $150,964 at 4% or $100,643 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-7$2,831,145$84,540$12,077iApproximate average salary by contribution assumption: employee only about $301,929 at 4% or $201,286 at 6%; with 50% employer match about $201,286 at 4% or $134,190 at 6%; with 100% employer match about $150,964 at 4% or $100,643 at 6%.
202117$3,152,186$37,866$5,409iApproximate average salary by contribution assumption: employee only about $135,236 at 4% or $90,157 at 6%; with 50% employer match about $90,157 at 4% or $60,105 at 6%; with 100% employer match about $67,618 at 4% or $45,079 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-7$3,152,186$37,866$5,409iApproximate average salary by contribution assumption: employee only about $135,236 at 4% or $90,157 at 6%; with 50% employer match about $90,157 at 4% or $60,105 at 6%; with 100% employer match about $67,618 at 4% or $45,079 at 6%.
202017$2,777,481$120,477$17,211iApproximate average salary by contribution assumption: employee only about $430,275 at 4% or $286,850 at 6%; with 50% employer match about $286,850 at 4% or $191,233 at 6%; with 100% employer match about $215,138 at 4% or $143,425 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-7$2,777,481$120,477$17,211iApproximate average salary by contribution assumption: employee only about $430,275 at 4% or $286,850 at 6%; with 50% employer match about $286,850 at 4% or $191,233 at 6%; with 100% employer match about $215,138 at 4% or $143,425 at 6%.
201918$2,286,840$108,403$13,550iApproximate average salary by contribution assumption: employee only about $338,759 at 4% or $225,840 at 6%; with 50% employer match about $225,840 at 4% or $150,560 at 6%; with 100% employer match about $169,380 at 4% or $112,920 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-8$2,286,840$108,403$13,550iApproximate average salary by contribution assumption: employee only about $338,759 at 4% or $225,840 at 6%; with 50% employer match about $225,840 at 4% or $150,560 at 6%; with 100% employer match about $169,380 at 4% or $112,920 at 6%.
201818$1,846,828$200,199$25,025iApproximate average salary by contribution assumption: employee only about $625,622 at 4% or $417,081 at 6%; with 50% employer match about $417,081 at 4% or $278,054 at 6%; with 100% employer match about $312,811 at 4% or $208,541 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-8$1,846,828$200,199$25,025iApproximate average salary by contribution assumption: employee only about $625,622 at 4% or $417,081 at 6%; with 50% employer match about $417,081 at 4% or $278,054 at 6%; with 100% employer match about $312,811 at 4% or $208,541 at 6%.
2017111$1,844,288$75,355$6,850iApproximate average salary by contribution assumption: employee only about $171,261 at 4% or $114,174 at 6%; with 50% employer match about $114,174 at 4% or $76,116 at 6%; with 100% employer match about $85,631 at 4% or $57,087 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-11$1,844,288$75,355$6,850iApproximate average salary by contribution assumption: employee only about $171,261 at 4% or $114,174 at 6%; with 50% employer match about $114,174 at 4% or $76,116 at 6%; with 100% employer match about $85,631 at 4% or $57,087 at 6%.
2016110$1,557,197$126,693$12,669iApproximate average salary by contribution assumption: employee only about $316,733 at 4% or $211,155 at 6%; with 50% employer match about $211,155 at 4% or $140,770 at 6%; with 100% employer match about $158,366 at 4% or $105,578 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-10$1,557,197$126,693$12,669iApproximate average salary by contribution assumption: employee only about $316,733 at 4% or $211,155 at 6%; with 50% employer match about $211,155 at 4% or $140,770 at 6%; with 100% employer match about $158,366 at 4% or $105,578 at 6%.
2015110$1,430,949$62,220$6,222iApproximate average salary by contribution assumption: employee only about $155,550 at 4% or $103,700 at 6%; with 50% employer match about $103,700 at 4% or $69,133 at 6%; with 100% employer match about $77,775 at 4% or $51,850 at 6%.
Lee J. Simon, Dds PLLC Profit Sharing Plan-10$1,430,949$62,220$6,222iApproximate average salary by contribution assumption: employee only about $155,550 at 4% or $103,700 at 6%; with 50% employer match about $103,700 at 4% or $69,133 at 6%; with 100% employer match about $77,775 at 4% or $51,850 at 6%.