Dave C Lee, DMD PC
Plan context: Dave C Lee, DMD PC 401(K) Profit Sharing Plan
EIN 58-1634959 • Fayetteville, GA • 35 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
14
2023 Assets
$2,885,693
2023 Contributions
$137,363
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $137,363 | - |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 0 | $0 | $137,363 | - |
| 2022 | 1 | 14 | $2,885,693 | $197,021 | $14,073iApproximate average salary by contribution assumption: employee only about $351,823 at 4% or $234,549 at 6%; with 50% employer match about $234,549 at 4% or $156,366 at 6%; with 100% employer match about $175,912 at 4% or $117,274 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 14 | $2,885,693 | $197,021 | $14,073iApproximate average salary by contribution assumption: employee only about $351,823 at 4% or $234,549 at 6%; with 50% employer match about $234,549 at 4% or $156,366 at 6%; with 100% employer match about $175,912 at 4% or $117,274 at 6%. |
| 2021 | 1 | 12 | $2,991,603 | $278,079 | $23,173iApproximate average salary by contribution assumption: employee only about $579,331 at 4% or $386,221 at 6%; with 50% employer match about $386,221 at 4% or $257,481 at 6%; with 100% employer match about $289,666 at 4% or $193,110 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 12 | $2,991,603 | $278,079 | $23,173iApproximate average salary by contribution assumption: employee only about $579,331 at 4% or $386,221 at 6%; with 50% employer match about $386,221 at 4% or $257,481 at 6%; with 100% employer match about $289,666 at 4% or $193,110 at 6%. |
| 2020 | 2 | 13 | $4,438,791 | $2,413,451 | $185,650iApproximate average salary by contribution assumption: employee only about $4,641,252 at 4% or $3,094,168 at 6%; with 50% employer match about $3,094,168 at 4% or $2,062,779 at 6%; with 100% employer match about $2,320,626 at 4% or $1,547,084 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 13 | $4,438,791 | $2,086,213 | $160,478iApproximate average salary by contribution assumption: employee only about $4,011,948 at 4% or $2,674,632 at 6%; with 50% employer match about $2,674,632 at 4% or $1,783,088 at 6%; with 100% employer match about $2,005,974 at 4% or $1,337,316 at 6%. |
| DAVE C. LEE, DMD, PC DEFINED BENEFIT PLAN | - | 0 | $0 | $327,238 | - |
| 2019 | 2 | 9 | $3,887,484 | $411,772 | $45,752iApproximate average salary by contribution assumption: employee only about $1,143,811 at 4% or $762,541 at 6%; with 50% employer match about $762,541 at 4% or $508,360 at 6%; with 100% employer match about $571,906 at 4% or $381,270 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 8 | $2,229,915 | $86,772 | $10,847iApproximate average salary by contribution assumption: employee only about $271,163 at 4% or $180,775 at 6%; with 50% employer match about $180,775 at 4% or $120,517 at 6%; with 100% employer match about $135,581 at 4% or $90,388 at 6%. |
| DAVE C. LEE, DMD, PC DEFINED BENEFIT PLAN | - | 9 | $1,657,569 | $325,000 | $36,111iApproximate average salary by contribution assumption: employee only about $902,778 at 4% or $601,852 at 6%; with 50% employer match about $601,852 at 4% or $401,235 at 6%; with 100% employer match about $451,389 at 4% or $300,926 at 6%. |
| 2018 | 2 | 8 | $3,079,142 | $311,026 | $38,878iApproximate average salary by contribution assumption: employee only about $971,956 at 4% or $647,971 at 6%; with 50% employer match about $647,971 at 4% or $431,981 at 6%; with 100% employer match about $485,978 at 4% or $323,985 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 7 | $1,856,213 | $81,026 | $11,575iApproximate average salary by contribution assumption: employee only about $289,379 at 4% or $192,919 at 6%; with 50% employer match about $192,919 at 4% or $128,613 at 6%; with 100% employer match about $144,689 at 4% or $96,460 at 6%. |
| DAVE C. LEE, DMD, PC DEFINED BENEFIT PLAN | - | 8 | $1,222,929 | $230,000 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| 2017 | 2 | 9 | $2,939,876 | $249,343 | $27,705iApproximate average salary by contribution assumption: employee only about $692,619 at 4% or $461,746 at 6%; with 50% employer match about $461,746 at 4% or $307,831 at 6%; with 100% employer match about $346,310 at 4% or $230,873 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 7 | $1,902,122 | $74,343 | $10,620iApproximate average salary by contribution assumption: employee only about $265,511 at 4% or $177,007 at 6%; with 50% employer match about $177,007 at 4% or $118,005 at 6%; with 100% employer match about $132,755 at 4% or $88,504 at 6%. |
| DAVE C. LEE, DMD, PC DEFINED BENEFIT PLAN | - | 9 | $1,037,754 | $175,000 | $19,444iApproximate average salary by contribution assumption: employee only about $486,111 at 4% or $324,074 at 6%; with 50% employer match about $324,074 at 4% or $216,049 at 6%; with 100% employer match about $243,056 at 4% or $162,037 at 6%. |
| 2016 | 2 | 9 | $2,531,202 | $225,459 | $25,051iApproximate average salary by contribution assumption: employee only about $626,275 at 4% or $417,517 at 6%; with 50% employer match about $417,517 at 4% or $278,344 at 6%; with 100% employer match about $313,138 at 4% or $208,758 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 8 | $1,717,375 | $75,459 | $9,432iApproximate average salary by contribution assumption: employee only about $235,809 at 4% or $157,206 at 6%; with 50% employer match about $157,206 at 4% or $104,804 at 6%; with 100% employer match about $117,905 at 4% or $78,603 at 6%. |
| DAVE C. LEE, DMD, PC DEFINED BENEFIT PLAN | - | 9 | $813,827 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2015 | 2 | 9 | $2,112,840 | $253,606 | $28,178iApproximate average salary by contribution assumption: employee only about $704,461 at 4% or $469,641 at 6%; with 50% employer match about $469,641 at 4% or $313,094 at 6%; with 100% employer match about $352,231 at 4% or $234,820 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 8 | $1,487,858 | $100,606 | $12,576iApproximate average salary by contribution assumption: employee only about $314,394 at 4% or $209,596 at 6%; with 50% employer match about $209,596 at 4% or $139,731 at 6%; with 100% employer match about $157,197 at 4% or $104,798 at 6%. |
| DAVE C. LEE, DMD, PC DEFINED BENEFIT PLAN | - | 9 | $624,982 | $153,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2014 | 2 | 8 | $1,908,355 | $254,032 | $31,754iApproximate average salary by contribution assumption: employee only about $793,850 at 4% or $529,233 at 6%; with 50% employer match about $529,233 at 4% or $352,822 at 6%; with 100% employer match about $396,925 at 4% or $264,617 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 8 | $1,432,037 | $154,032 | $19,254iApproximate average salary by contribution assumption: employee only about $481,350 at 4% or $320,900 at 6%; with 50% employer match about $320,900 at 4% or $213,933 at 6%; with 100% employer match about $240,675 at 4% or $160,450 at 6%. |
| DAVE C. LEE, DMD, PC DEFINED BENEFIT PLAN | - | 8 | $476,318 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2013 | 2 | 9 | $1,612,254 | $233,309 | $25,923iApproximate average salary by contribution assumption: employee only about $648,081 at 4% or $432,054 at 6%; with 50% employer match about $432,054 at 4% or $288,036 at 6%; with 100% employer match about $324,040 at 4% or $216,027 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 9 | $1,245,138 | $128,309 | $14,257iApproximate average salary by contribution assumption: employee only about $356,414 at 4% or $237,609 at 6%; with 50% employer match about $237,609 at 4% or $158,406 at 6%; with 100% employer match about $178,207 at 4% or $118,805 at 6%. |
| DAVE C LEE, DMD, PC DEFINED BENEFIT PLAN | - | 8 | $367,116 | $105,000 | $13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%. |
| 2012 | 2 | 9 | $1,168,792 | $166,176 | $18,464iApproximate average salary by contribution assumption: employee only about $461,600 at 4% or $307,733 at 6%; with 50% employer match about $307,733 at 4% or $205,156 at 6%; with 100% employer match about $230,800 at 4% or $153,867 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 9 | $925,788 | $66,176 | $7,353iApproximate average salary by contribution assumption: employee only about $183,822 at 4% or $122,548 at 6%; with 50% employer match about $122,548 at 4% or $81,699 at 6%; with 100% employer match about $91,911 at 4% or $61,274 at 6%. |
| DAVE C LEE, DMD, PC DEFINED BENEFIT PLAN | - | 6 | $243,004 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2011 | 2 | 7 | $914,874 | $157,164 | $22,452iApproximate average salary by contribution assumption: employee only about $561,300 at 4% or $374,200 at 6%; with 50% employer match about $374,200 at 4% or $249,467 at 6%; with 100% employer match about $280,650 at 4% or $187,100 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 7 | $778,418 | $20,708 | $2,958iApproximate average salary by contribution assumption: employee only about $73,957 at 4% or $49,305 at 6%; with 50% employer match about $49,305 at 4% or $32,870 at 6%; with 100% employer match about $36,979 at 4% or $24,652 at 6%. |
| DAVE C LEE, DMD, PC DEFINED BENEFIT PLAN | - | 6 | $136,456 | $136,456 | $22,743iApproximate average salary by contribution assumption: employee only about $568,567 at 4% or $379,044 at 6%; with 50% employer match about $379,044 at 4% or $252,696 at 6%; with 100% employer match about $284,283 at 4% or $189,522 at 6%. |
| 2010 | 1 | 4 | $759,726 | $58,489 | $14,622iApproximate average salary by contribution assumption: employee only about $365,556 at 4% or $243,704 at 6%; with 50% employer match about $243,704 at 4% or $162,469 at 6%; with 100% employer match about $182,778 at 4% or $121,852 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 4 | $759,726 | $58,489 | $14,622iApproximate average salary by contribution assumption: employee only about $365,556 at 4% or $243,704 at 6%; with 50% employer match about $243,704 at 4% or $162,469 at 6%; with 100% employer match about $182,778 at 4% or $121,852 at 6%. |
| 2009 | 1 | 7 | $485,633 | $0 | - |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 7 | $485,633 | - | - |
| 2008 | 1 | 7 | $426,147 | $53,776 | $7,682iApproximate average salary by contribution assumption: employee only about $192,057 at 4% or $128,038 at 6%; with 50% employer match about $128,038 at 4% or $85,359 at 6%; with 100% employer match about $96,029 at 4% or $64,019 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 7 | $426,147 | $53,776 | $7,682iApproximate average salary by contribution assumption: employee only about $192,057 at 4% or $128,038 at 6%; with 50% employer match about $128,038 at 4% or $85,359 at 6%; with 100% employer match about $96,029 at 4% or $64,019 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $492,393 | $54,721 | $7,817iApproximate average salary by contribution assumption: employee only about $195,432 at 4% or $130,288 at 6%; with 50% employer match about $130,288 at 4% or $86,859 at 6%; with 100% employer match about $97,716 at 4% or $65,144 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 7 | $492,393 | $54,721 | $7,817iApproximate average salary by contribution assumption: employee only about $195,432 at 4% or $130,288 at 6%; with 50% employer match about $130,288 at 4% or $86,859 at 6%; with 100% employer match about $97,716 at 4% or $65,144 at 6%. |
| 2005 | 1 | 6 | $370,290 | $34,984 | $5,831iApproximate average salary by contribution assumption: employee only about $145,767 at 4% or $97,178 at 6%; with 50% employer match about $97,178 at 4% or $64,785 at 6%; with 100% employer match about $72,883 at 4% or $48,589 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 6 | $370,290 | $34,984 | $5,831iApproximate average salary by contribution assumption: employee only about $145,767 at 4% or $97,178 at 6%; with 50% employer match about $97,178 at 4% or $64,785 at 6%; with 100% employer match about $72,883 at 4% or $48,589 at 6%. |
| 2004 | 1 | 6 | $325,540 | $35,686 | $5,948iApproximate average salary by contribution assumption: employee only about $148,692 at 4% or $99,128 at 6%; with 50% employer match about $99,128 at 4% or $66,085 at 6%; with 100% employer match about $74,346 at 4% or $49,564 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 6 | $325,540 | $35,686 | $5,948iApproximate average salary by contribution assumption: employee only about $148,692 at 4% or $99,128 at 6%; with 50% employer match about $99,128 at 4% or $66,085 at 6%; with 100% employer match about $74,346 at 4% or $49,564 at 6%. |
| 2003 | 1 | 6 | $281,412 | $34,396 | $5,733iApproximate average salary by contribution assumption: employee only about $143,317 at 4% or $95,544 at 6%; with 50% employer match about $95,544 at 4% or $63,696 at 6%; with 100% employer match about $71,658 at 4% or $47,772 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 6 | $281,412 | $34,396 | $5,733iApproximate average salary by contribution assumption: employee only about $143,317 at 4% or $95,544 at 6%; with 50% employer match about $95,544 at 4% or $63,696 at 6%; with 100% employer match about $71,658 at 4% or $47,772 at 6%. |
| 2002 | 2 | 6 | $236,001 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 6 | $236,001 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| DAVE C LEE, DMD, PC PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Dave C Lee, DMD PC 401(K) Profit Sharing Plan | - | 5 | - | - | - |