Civic Intelligence

David Lee, D.D.S., P.A.

Plan context: David Lee, D.D.S., P.A. Cash Balance Pension Plan

EIN 52-2065093 • Silver Spring, MD • 30 filings • 3 plans

1111 University Blvd., G-4Silver Spring, MD 20902
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$707,283

2025 Contributions

$80,000

Historical Graphs

Total Assets Over Time

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

$5,345,203$2,672,602$0200220142025YearValue
$707,283Latest year 2025

Participants Over Time

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

840200220142025YearValue
4Latest 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
202514$707,283$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
David Lee, D.D.S., P.A. Cash Balance Pension Plan-4$707,283$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202428$5,345,203$205,599$25,700iApproximate average salary by contribution assumption: employee only about $642,497 at 4% or $428,331 at 6%; with 50% employer match about $428,331 at 4% or $285,554 at 6%; with 100% employer match about $321,248 at 4% or $214,166 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-8$4,786,827$125,599$15,700iApproximate average salary by contribution assumption: employee only about $392,497 at 4% or $261,665 at 6%; with 50% employer match about $261,665 at 4% or $174,443 at 6%; with 100% employer match about $196,248 at 4% or $130,832 at 6%.
David Lee, D.D.S., P.A. Cash Balance Pension Plan-5$558,376$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
202327$3,647,880$191,591$27,370iApproximate average salary by contribution assumption: employee only about $684,254 at 4% or $456,169 at 6%; with 50% employer match about $456,169 at 4% or $304,113 at 6%; with 100% employer match about $342,127 at 4% or $228,085 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-7$3,220,138$116,996$16,714iApproximate average salary by contribution assumption: employee only about $417,843 at 4% or $278,562 at 6%; with 50% employer match about $278,562 at 4% or $185,708 at 6%; with 100% employer match about $208,921 at 4% or $139,281 at 6%.
David Lee, D.D.S., P.A. Cash Balance Pension Plan-5$427,742$74,595$14,919iApproximate average salary by contribution assumption: employee only about $372,975 at 4% or $248,650 at 6%; with 50% employer match about $248,650 at 4% or $165,767 at 6%; with 100% employer match about $186,488 at 4% or $124,325 at 6%.
202227$2,412,273$191,275$27,325iApproximate average salary by contribution assumption: employee only about $683,125 at 4% or $455,417 at 6%; with 50% employer match about $455,417 at 4% or $303,611 at 6%; with 100% employer match about $341,563 at 4% or $227,708 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-7$2,097,327$115,846$16,549iApproximate average salary by contribution assumption: employee only about $413,736 at 4% or $275,824 at 6%; with 50% employer match about $275,824 at 4% or $183,883 at 6%; with 100% employer match about $206,868 at 4% or $137,912 at 6%.
David Lee, D.D.S., P.A. Cash Balance Pension Plan-6$314,946$75,429$12,572iApproximate average salary by contribution assumption: employee only about $314,288 at 4% or $209,525 at 6%; with 50% employer match about $209,525 at 4% or $139,683 at 6%; with 100% employer match about $157,144 at 4% or $104,763 at 6%.
202127$3,067,405$173,425$24,775iApproximate average salary by contribution assumption: employee only about $619,375 at 4% or $412,917 at 6%; with 50% employer match about $412,917 at 4% or $275,278 at 6%; with 100% employer match about $309,688 at 4% or $206,458 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-7$2,782,712$103,425$14,775iApproximate average salary by contribution assumption: employee only about $369,375 at 4% or $246,250 at 6%; with 50% employer match about $246,250 at 4% or $164,167 at 6%; with 100% employer match about $184,688 at 4% or $123,125 at 6%.
David Lee, D.D.S., P.A. Cash Balance Pension Plan-5$284,693$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
202027$2,477,143$213,896$30,557iApproximate average salary by contribution assumption: employee only about $763,914 at 4% or $509,276 at 6%; with 50% employer match about $509,276 at 4% or $339,517 at 6%; with 100% employer match about $381,957 at 4% or $254,638 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-7$2,295,260$127,896$18,271iApproximate average salary by contribution assumption: employee only about $456,771 at 4% or $304,514 at 6%; with 50% employer match about $304,514 at 4% or $203,010 at 6%; with 100% employer match about $228,386 at 4% or $152,257 at 6%.
David Lee, D.D.S., P.A. Cash Balance Pension Plan-6$181,883$86,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
201927$1,884,812$221,471$31,639iApproximate average salary by contribution assumption: employee only about $790,968 at 4% or $527,312 at 6%; with 50% employer match about $527,312 at 4% or $351,541 at 6%; with 100% employer match about $395,484 at 4% or $263,656 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-7$1,808,793$145,452$20,779iApproximate average salary by contribution assumption: employee only about $519,471 at 4% or $346,314 at 6%; with 50% employer match about $346,314 at 4% or $230,876 at 6%; with 100% employer match about $259,736 at 4% or $173,157 at 6%.
David Lee, D.D.S., P.A. Cash Balance Pension Plan-6$76,019$76,019$12,670iApproximate average salary by contribution assumption: employee only about $316,746 at 4% or $211,164 at 6%; with 50% employer match about $211,164 at 4% or $140,776 at 6%; with 100% employer match about $158,373 at 4% or $105,582 at 6%.
201815$1,334,836$128,360$25,672iApproximate average salary by contribution assumption: employee only about $641,800 at 4% or $427,867 at 6%; with 50% employer match about $427,867 at 4% or $285,244 at 6%; with 100% employer match about $320,900 at 4% or $213,933 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5$1,334,836$128,360$25,672iApproximate average salary by contribution assumption: employee only about $641,800 at 4% or $427,867 at 6%; with 50% employer match about $427,867 at 4% or $285,244 at 6%; with 100% employer match about $320,900 at 4% or $213,933 at 6%.
201715$1,353,901$91,129$18,226iApproximate average salary by contribution assumption: employee only about $455,645 at 4% or $303,763 at 6%; with 50% employer match about $303,763 at 4% or $202,509 at 6%; with 100% employer match about $227,823 at 4% or $151,882 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5$1,353,901$91,129$18,226iApproximate average salary by contribution assumption: employee only about $455,645 at 4% or $303,763 at 6%; with 50% employer match about $303,763 at 4% or $202,509 at 6%; with 100% employer match about $227,823 at 4% or $151,882 at 6%.
201617$1,123,777$61,790$8,827iApproximate average salary by contribution assumption: employee only about $220,679 at 4% or $147,119 at 6%; with 50% employer match about $147,119 at 4% or $98,079 at 6%; with 100% employer match about $110,339 at 4% or $73,560 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-7$1,123,777$61,790$8,827iApproximate average salary by contribution assumption: employee only about $220,679 at 4% or $147,119 at 6%; with 50% employer match about $147,119 at 4% or $98,079 at 6%; with 100% employer match about $110,339 at 4% or $73,560 at 6%.
201516$948,578$47,188$7,865iApproximate average salary by contribution assumption: employee only about $196,617 at 4% or $131,078 at 6%; with 50% employer match about $131,078 at 4% or $87,385 at 6%; with 100% employer match about $98,308 at 4% or $65,539 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-6$948,578$47,188$7,865iApproximate average salary by contribution assumption: employee only about $196,617 at 4% or $131,078 at 6%; with 50% employer match about $131,078 at 4% or $87,385 at 6%; with 100% employer match about $98,308 at 4% or $65,539 at 6%.
201416$918,256$58,557$9,760iApproximate average salary by contribution assumption: employee only about $243,988 at 4% or $162,658 at 6%; with 50% employer match about $162,658 at 4% or $108,439 at 6%; with 100% employer match about $121,994 at 4% or $81,329 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-6$918,256$58,557$9,760iApproximate average salary by contribution assumption: employee only about $243,988 at 4% or $162,658 at 6%; with 50% employer match about $162,658 at 4% or $108,439 at 6%; with 100% employer match about $121,994 at 4% or $81,329 at 6%.
201316$839,641$66,475$11,079iApproximate average salary by contribution assumption: employee only about $276,979 at 4% or $184,653 at 6%; with 50% employer match about $184,653 at 4% or $123,102 at 6%; with 100% employer match about $138,490 at 4% or $92,326 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-6$839,641$66,475$11,079iApproximate average salary by contribution assumption: employee only about $276,979 at 4% or $184,653 at 6%; with 50% employer match about $184,653 at 4% or $123,102 at 6%; with 100% employer match about $138,490 at 4% or $92,326 at 6%.
201216$679,670$69,071$11,512iApproximate average salary by contribution assumption: employee only about $287,796 at 4% or $191,864 at 6%; with 50% employer match about $191,864 at 4% or $127,909 at 6%; with 100% employer match about $143,898 at 4% or $95,932 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-6$679,670$69,071$11,512iApproximate average salary by contribution assumption: employee only about $287,796 at 4% or $191,864 at 6%; with 50% employer match about $191,864 at 4% or $127,909 at 6%; with 100% employer match about $143,898 at 4% or $95,932 at 6%.
201115$551,570$87,598$17,520iApproximate average salary by contribution assumption: employee only about $437,990 at 4% or $291,993 at 6%; with 50% employer match about $291,993 at 4% or $194,662 at 6%; with 100% employer match about $218,995 at 4% or $145,997 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5$551,570$87,598$17,520iApproximate average salary by contribution assumption: employee only about $437,990 at 4% or $291,993 at 6%; with 50% employer match about $291,993 at 4% or $194,662 at 6%; with 100% employer match about $218,995 at 4% or $145,997 at 6%.
201015$464,306$61,769$12,354iApproximate average salary by contribution assumption: employee only about $308,845 at 4% or $205,897 at 6%; with 50% employer match about $205,897 at 4% or $137,264 at 6%; with 100% employer match about $154,423 at 4% or $102,948 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5$464,306$61,769$12,354iApproximate average salary by contribution assumption: employee only about $308,845 at 4% or $205,897 at 6%; with 50% employer match about $205,897 at 4% or $137,264 at 6%; with 100% employer match about $154,423 at 4% or $102,948 at 6%.
200915$392,517$57,766$11,553iApproximate average salary by contribution assumption: employee only about $288,830 at 4% or $192,553 at 6%; with 50% employer match about $192,553 at 4% or $128,369 at 6%; with 100% employer match about $144,415 at 4% or $96,277 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5$392,517$57,766$11,553iApproximate average salary by contribution assumption: employee only about $288,830 at 4% or $192,553 at 6%; with 50% employer match about $192,553 at 4% or $128,369 at 6%; with 100% employer match about $144,415 at 4% or $96,277 at 6%.
200814$305,452$37,852$9,463iApproximate average salary by contribution assumption: employee only about $236,575 at 4% or $157,717 at 6%; with 50% employer match about $157,717 at 4% or $105,144 at 6%; with 100% employer match about $118,288 at 4% or $78,858 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-4$305,452$37,852$9,463iApproximate average salary by contribution assumption: employee only about $236,575 at 4% or $157,717 at 6%; with 50% employer match about $157,717 at 4% or $105,144 at 6%; with 100% employer match about $118,288 at 4% or $78,858 at 6%.
200715$0$0-
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5---
200615$302,717$52,134$10,427iApproximate average salary by contribution assumption: employee only about $260,670 at 4% or $173,780 at 6%; with 50% employer match about $173,780 at 4% or $115,853 at 6%; with 100% employer match about $130,335 at 4% or $86,890 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5$302,717$52,134$10,427iApproximate average salary by contribution assumption: employee only about $260,670 at 4% or $173,780 at 6%; with 50% employer match about $173,780 at 4% or $115,853 at 6%; with 100% employer match about $130,335 at 4% or $86,890 at 6%.
200514$228,596$59,025$14,756iApproximate average salary by contribution assumption: employee only about $368,906 at 4% or $245,938 at 6%; with 50% employer match about $245,938 at 4% or $163,958 at 6%; with 100% employer match about $184,453 at 4% or $122,969 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-4$228,596$59,025$14,756iApproximate average salary by contribution assumption: employee only about $368,906 at 4% or $245,938 at 6%; with 50% employer match about $245,938 at 4% or $163,958 at 6%; with 100% employer match about $184,453 at 4% or $122,969 at 6%.
200414$160,840$46,718$11,680iApproximate average salary by contribution assumption: employee only about $291,988 at 4% or $194,658 at 6%; with 50% employer match about $194,658 at 4% or $129,772 at 6%; with 100% employer match about $145,994 at 4% or $97,329 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-4$160,840$46,718$11,680iApproximate average salary by contribution assumption: employee only about $291,988 at 4% or $194,658 at 6%; with 50% employer match about $194,658 at 4% or $129,772 at 6%; with 100% employer match about $145,994 at 4% or $97,329 at 6%.
200314$105,251$55,306$13,827iApproximate average salary by contribution assumption: employee only about $345,663 at 4% or $230,442 at 6%; with 50% employer match about $230,442 at 4% or $153,628 at 6%; with 100% employer match about $172,831 at 4% or $115,221 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-4$105,251$55,306$13,827iApproximate average salary by contribution assumption: employee only about $345,663 at 4% or $230,442 at 6%; with 50% employer match about $230,442 at 4% or $153,628 at 6%; with 100% employer match about $172,831 at 4% or $115,221 at 6%.
200215$40,655$41,115$8,223iApproximate average salary by contribution assumption: employee only about $205,575 at 4% or $137,050 at 6%; with 50% employer match about $137,050 at 4% or $91,367 at 6%; with 100% employer match about $102,788 at 4% or $68,525 at 6%.
David Lee, D.D.S., P.A. 401(K) Profit Sharing Plan and Trust-5$40,655$41,115$8,223iApproximate average salary by contribution assumption: employee only about $205,575 at 4% or $137,050 at 6%; with 50% employer match about $137,050 at 4% or $91,367 at 6%; with 100% employer match about $102,788 at 4% or $68,525 at 6%.