Civic Intelligence

Henry Lee, D.D.S., P.A.

Plan context: Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust

EIN 52-2208985 • Olney, MD • 26 filings • 1 plans

17721 Georgia AvenueOlney, MD 20832
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$276,243

2025 Contributions

$52,344

Historical Graphs

Total Assets Over Time

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

$1,201,284$600,642$0200020132025YearValue
$276,243Latest year 2025

Participants Over Time

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

1470200020132025YearValue
14Latest 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
2025114$276,243$52,344$3,739iApproximate average salary by contribution assumption: employee only about $93,471 at 4% or $62,314 at 6%; with 50% employer match about $62,314 at 4% or $41,543 at 6%; with 100% employer match about $46,736 at 4% or $31,157 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-14$276,243$52,344$3,739iApproximate average salary by contribution assumption: employee only about $93,471 at 4% or $62,314 at 6%; with 50% employer match about $62,314 at 4% or $41,543 at 6%; with 100% employer match about $46,736 at 4% or $31,157 at 6%.
2024112$239,474$45,574$3,798iApproximate average salary by contribution assumption: employee only about $94,946 at 4% or $63,297 at 6%; with 50% employer match about $63,297 at 4% or $42,198 at 6%; with 100% employer match about $47,473 at 4% or $31,649 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-12$239,474$45,574$3,798iApproximate average salary by contribution assumption: employee only about $94,946 at 4% or $63,297 at 6%; with 50% employer match about $63,297 at 4% or $42,198 at 6%; with 100% employer match about $47,473 at 4% or $31,649 at 6%.
2023111$1,201,284$48,445$4,404iApproximate average salary by contribution assumption: employee only about $110,102 at 4% or $73,402 at 6%; with 50% employer match about $73,402 at 4% or $48,934 at 6%; with 100% employer match about $55,051 at 4% or $36,701 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-11$1,201,284$48,445$4,404iApproximate average salary by contribution assumption: employee only about $110,102 at 4% or $73,402 at 6%; with 50% employer match about $73,402 at 4% or $48,934 at 6%; with 100% employer match about $55,051 at 4% or $36,701 at 6%.
2022112$980,950$31,512$2,626iApproximate average salary by contribution assumption: employee only about $65,650 at 4% or $43,767 at 6%; with 50% employer match about $43,767 at 4% or $29,178 at 6%; with 100% employer match about $32,825 at 4% or $21,883 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-12$980,950$31,512$2,626iApproximate average salary by contribution assumption: employee only about $65,650 at 4% or $43,767 at 6%; with 50% employer match about $43,767 at 4% or $29,178 at 6%; with 100% employer match about $32,825 at 4% or $21,883 at 6%.
2021111$1,157,350$32,849$2,986iApproximate average salary by contribution assumption: employee only about $74,657 at 4% or $49,771 at 6%; with 50% employer match about $49,771 at 4% or $33,181 at 6%; with 100% employer match about $37,328 at 4% or $24,886 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-11$1,157,350$32,849$2,986iApproximate average salary by contribution assumption: employee only about $74,657 at 4% or $49,771 at 6%; with 50% employer match about $49,771 at 4% or $33,181 at 6%; with 100% employer match about $37,328 at 4% or $24,886 at 6%.
2020111$976,782$28,170$2,561iApproximate average salary by contribution assumption: employee only about $64,023 at 4% or $42,682 at 6%; with 50% employer match about $42,682 at 4% or $28,455 at 6%; with 100% employer match about $32,011 at 4% or $21,341 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-11$976,782$28,170$2,561iApproximate average salary by contribution assumption: employee only about $64,023 at 4% or $42,682 at 6%; with 50% employer match about $42,682 at 4% or $28,455 at 6%; with 100% employer match about $32,011 at 4% or $21,341 at 6%.
201917$828,117$37,520$5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-7$828,117$37,520$5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%.
201819$648,080$37,004$4,112iApproximate average salary by contribution assumption: employee only about $102,789 at 4% or $68,526 at 6%; with 50% employer match about $68,526 at 4% or $45,684 at 6%; with 100% employer match about $51,394 at 4% or $34,263 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-9$648,080$37,004$4,112iApproximate average salary by contribution assumption: employee only about $102,789 at 4% or $68,526 at 6%; with 50% employer match about $68,526 at 4% or $45,684 at 6%; with 100% employer match about $51,394 at 4% or $34,263 at 6%.
201719$653,207$35,993$3,999iApproximate average salary by contribution assumption: employee only about $99,981 at 4% or $66,654 at 6%; with 50% employer match about $66,654 at 4% or $44,436 at 6%; with 100% employer match about $49,990 at 4% or $33,327 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-9$653,207$35,993$3,999iApproximate average salary by contribution assumption: employee only about $99,981 at 4% or $66,654 at 6%; with 50% employer match about $66,654 at 4% or $44,436 at 6%; with 100% employer match about $49,990 at 4% or $33,327 at 6%.
201615$527,564$34,443$6,889iApproximate average salary by contribution assumption: employee only about $172,215 at 4% or $114,810 at 6%; with 50% employer match about $114,810 at 4% or $76,540 at 6%; with 100% employer match about $86,108 at 4% or $57,405 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-5$527,564$34,443$6,889iApproximate average salary by contribution assumption: employee only about $172,215 at 4% or $114,810 at 6%; with 50% employer match about $114,810 at 4% or $76,540 at 6%; with 100% employer match about $86,108 at 4% or $57,405 at 6%.
201519$499,247$53,367$5,930iApproximate average salary by contribution assumption: employee only about $148,242 at 4% or $98,828 at 6%; with 50% employer match about $98,828 at 4% or $65,885 at 6%; with 100% employer match about $74,121 at 4% or $49,414 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-9$499,247$53,367$5,930iApproximate average salary by contribution assumption: employee only about $148,242 at 4% or $98,828 at 6%; with 50% employer match about $98,828 at 4% or $65,885 at 6%; with 100% employer match about $74,121 at 4% or $49,414 at 6%.
2014110$474,499$35,906$3,591iApproximate average salary by contribution assumption: employee only about $89,765 at 4% or $59,843 at 6%; with 50% employer match about $59,843 at 4% or $39,896 at 6%; with 100% employer match about $44,883 at 4% or $29,922 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-10$474,499$35,906$3,591iApproximate average salary by contribution assumption: employee only about $89,765 at 4% or $59,843 at 6%; with 50% employer match about $59,843 at 4% or $39,896 at 6%; with 100% employer match about $44,883 at 4% or $29,922 at 6%.
201317$440,773$35,455$5,065iApproximate average salary by contribution assumption: employee only about $126,625 at 4% or $84,417 at 6%; with 50% employer match about $84,417 at 4% or $56,278 at 6%; with 100% employer match about $63,313 at 4% or $42,208 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-7$440,773$35,455$5,065iApproximate average salary by contribution assumption: employee only about $126,625 at 4% or $84,417 at 6%; with 50% employer match about $84,417 at 4% or $56,278 at 6%; with 100% employer match about $63,313 at 4% or $42,208 at 6%.
201217$392,173$39,198$5,600iApproximate average salary by contribution assumption: employee only about $139,993 at 4% or $93,329 at 6%; with 50% employer match about $93,329 at 4% or $62,219 at 6%; with 100% employer match about $69,996 at 4% or $46,664 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-7$392,173$39,198$5,600iApproximate average salary by contribution assumption: employee only about $139,993 at 4% or $93,329 at 6%; with 50% employer match about $93,329 at 4% or $62,219 at 6%; with 100% employer match about $69,996 at 4% or $46,664 at 6%.
201117$409,623$40,731$5,819iApproximate average salary by contribution assumption: employee only about $145,468 at 4% or $96,979 at 6%; with 50% employer match about $96,979 at 4% or $64,652 at 6%; with 100% employer match about $72,734 at 4% or $48,489 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-7$409,623$40,731$5,819iApproximate average salary by contribution assumption: employee only about $145,468 at 4% or $96,979 at 6%; with 50% employer match about $96,979 at 4% or $64,652 at 6%; with 100% employer match about $72,734 at 4% or $48,489 at 6%.
201015$436,114$35,263$7,053iApproximate average salary by contribution assumption: employee only about $176,315 at 4% or $117,543 at 6%; with 50% employer match about $117,543 at 4% or $78,362 at 6%; with 100% employer match about $88,158 at 4% or $58,772 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-5$436,114$35,263$7,053iApproximate average salary by contribution assumption: employee only about $176,315 at 4% or $117,543 at 6%; with 50% employer match about $117,543 at 4% or $78,362 at 6%; with 100% employer match about $88,158 at 4% or $58,772 at 6%.
200915$397,705$24,592$4,918iApproximate average salary by contribution assumption: employee only about $122,960 at 4% or $81,973 at 6%; with 50% employer match about $81,973 at 4% or $54,649 at 6%; with 100% employer match about $61,480 at 4% or $40,987 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-5$397,705$24,592$4,918iApproximate average salary by contribution assumption: employee only about $122,960 at 4% or $81,973 at 6%; with 50% employer match about $81,973 at 4% or $54,649 at 6%; with 100% employer match about $61,480 at 4% or $40,987 at 6%.
200817$339,425$35,515$5,074iApproximate average salary by contribution assumption: employee only about $126,839 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,373 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-7$339,425$35,515$5,074iApproximate average salary by contribution assumption: employee only about $126,839 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,373 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%.
200718$351,346$44,239$5,530iApproximate average salary by contribution assumption: employee only about $138,247 at 4% or $92,165 at 6%; with 50% employer match about $92,165 at 4% or $61,443 at 6%; with 100% employer match about $69,123 at 4% or $46,082 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-8$351,346$44,239$5,530iApproximate average salary by contribution assumption: employee only about $138,247 at 4% or $92,165 at 6%; with 50% employer match about $92,165 at 4% or $61,443 at 6%; with 100% employer match about $69,123 at 4% or $46,082 at 6%.
200619$384,370$52,185$5,798iApproximate average salary by contribution assumption: employee only about $144,958 at 4% or $96,639 at 6%; with 50% employer match about $96,639 at 4% or $64,426 at 6%; with 100% employer match about $72,479 at 4% or $48,319 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-9$384,370$52,185$5,798iApproximate average salary by contribution assumption: employee only about $144,958 at 4% or $96,639 at 6%; with 50% employer match about $96,639 at 4% or $64,426 at 6%; with 100% employer match about $72,479 at 4% or $48,319 at 6%.
200518$296,713$72,347$9,043iApproximate average salary by contribution assumption: employee only about $226,084 at 4% or $150,723 at 6%; with 50% employer match about $150,723 at 4% or $100,482 at 6%; with 100% employer match about $113,042 at 4% or $75,361 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-8$296,713$72,347$9,043iApproximate average salary by contribution assumption: employee only about $226,084 at 4% or $150,723 at 6%; with 50% employer match about $150,723 at 4% or $100,482 at 6%; with 100% employer match about $113,042 at 4% or $75,361 at 6%.
200414$211,519$24,979$6,245iApproximate average salary by contribution assumption: employee only about $156,119 at 4% or $104,079 at 6%; with 50% employer match about $104,079 at 4% or $69,386 at 6%; with 100% employer match about $78,059 at 4% or $52,040 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-4$211,519$24,979$6,245iApproximate average salary by contribution assumption: employee only about $156,119 at 4% or $104,079 at 6%; with 50% employer match about $104,079 at 4% or $69,386 at 6%; with 100% employer match about $78,059 at 4% or $52,040 at 6%.
200312$157,486$63,425$31,713iApproximate average salary by contribution assumption: employee only about $792,813 at 4% or $528,542 at 6%; with 50% employer match about $528,542 at 4% or $352,361 at 6%; with 100% employer match about $396,406 at 4% or $264,271 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-2$157,486$63,425$31,713iApproximate average salary by contribution assumption: employee only about $792,813 at 4% or $528,542 at 6%; with 50% employer match about $528,542 at 4% or $352,361 at 6%; with 100% employer match about $396,406 at 4% or $264,271 at 6%.
200213$57,730$38,290$12,763iApproximate average salary by contribution assumption: employee only about $319,083 at 4% or $212,722 at 6%; with 50% employer match about $212,722 at 4% or $141,815 at 6%; with 100% employer match about $159,542 at 4% or $106,361 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-3$57,730$38,290$12,763iApproximate average salary by contribution assumption: employee only about $319,083 at 4% or $212,722 at 6%; with 50% employer match about $212,722 at 4% or $141,815 at 6%; with 100% employer match about $159,542 at 4% or $106,361 at 6%.
200113$42,798$21,284$7,095iApproximate average salary by contribution assumption: employee only about $177,367 at 4% or $118,244 at 6%; with 50% employer match about $118,244 at 4% or $78,830 at 6%; with 100% employer match about $88,683 at 4% or $59,122 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-3$42,798$21,284$7,095iApproximate average salary by contribution assumption: employee only about $177,367 at 4% or $118,244 at 6%; with 50% employer match about $118,244 at 4% or $78,830 at 6%; with 100% employer match about $88,683 at 4% or $59,122 at 6%.
200013$38,007$43,455$14,485iApproximate average salary by contribution assumption: employee only about $362,125 at 4% or $241,417 at 6%; with 50% employer match about $241,417 at 4% or $160,944 at 6%; with 100% employer match about $181,063 at 4% or $120,708 at 6%.
Henry Lee, D.D.S., P.A. Tax Deferred Savings Plan and Trust-3$38,007$43,455$14,485iApproximate average salary by contribution assumption: employee only about $362,125 at 4% or $241,417 at 6%; with 50% employer match about $241,417 at 4% or $160,944 at 6%; with 100% employer match about $181,063 at 4% or $120,708 at 6%.