Civic Intelligence

Lee N. Sheldon, D.M.D., P.A.

Plan context: Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan

EIN 59-2026172 • Melbourne, FL • 22 filings • 5 plans

2223 Sarno RoadMelbourne, FL 32935-3003
Current Snapshot

Latest Year

2021

2021 Participants

16

2021 Assets

$2,486,311

2021 Contributions

$151,833

Historical Graphs

Total Assets Over Time

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

$2,486,311$1,243,156$0199920112020YearValue
$2,486,311Latest year 2020

Participants Over Time

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

1680199920102020YearValue
16Latest year 2020

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
202110$0$0-
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-0$0$0-
2020116$2,486,311$151,833$9,490iApproximate average salary by contribution assumption: employee only about $237,239 at 4% or $158,159 at 6%; with 50% employer match about $158,159 at 4% or $105,440 at 6%; with 100% employer match about $118,620 at 4% or $79,080 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-16$2,486,311$151,833$9,490iApproximate average salary by contribution assumption: employee only about $237,239 at 4% or $158,159 at 6%; with 50% employer match about $158,159 at 4% or $105,440 at 6%; with 100% employer match about $118,620 at 4% or $79,080 at 6%.
2019113$2,210,116$0-
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-13$2,210,116$0-
2018115$1,866,425$151,635$10,109iApproximate average salary by contribution assumption: employee only about $252,725 at 4% or $168,483 at 6%; with 50% employer match about $168,483 at 4% or $112,322 at 6%; with 100% employer match about $126,363 at 4% or $84,242 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-15$1,866,425$151,635$10,109iApproximate average salary by contribution assumption: employee only about $252,725 at 4% or $168,483 at 6%; with 50% employer match about $168,483 at 4% or $112,322 at 6%; with 100% employer match about $126,363 at 4% or $84,242 at 6%.
2017114$1,966,724$104,632$7,474iApproximate average salary by contribution assumption: employee only about $186,843 at 4% or $124,562 at 6%; with 50% employer match about $124,562 at 4% or $83,041 at 6%; with 100% employer match about $93,421 at 4% or $62,281 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-14$1,966,724$104,632$7,474iApproximate average salary by contribution assumption: employee only about $186,843 at 4% or $124,562 at 6%; with 50% employer match about $124,562 at 4% or $83,041 at 6%; with 100% employer match about $93,421 at 4% or $62,281 at 6%.
2016110$1,622,662$112,655$11,266iApproximate average salary by contribution assumption: employee only about $281,638 at 4% or $187,758 at 6%; with 50% employer match about $187,758 at 4% or $125,172 at 6%; with 100% employer match about $140,819 at 4% or $93,879 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-10$1,622,662$112,655$11,266iApproximate average salary by contribution assumption: employee only about $281,638 at 4% or $187,758 at 6%; with 50% employer match about $187,758 at 4% or $125,172 at 6%; with 100% employer match about $140,819 at 4% or $93,879 at 6%.
201519$1,416,385$89,804$9,978iApproximate average salary by contribution assumption: employee only about $249,456 at 4% or $166,304 at 6%; with 50% employer match about $166,304 at 4% or $110,869 at 6%; with 100% employer match about $124,728 at 4% or $83,152 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-9$1,416,385$89,804$9,978iApproximate average salary by contribution assumption: employee only about $249,456 at 4% or $166,304 at 6%; with 50% employer match about $166,304 at 4% or $110,869 at 6%; with 100% employer match about $124,728 at 4% or $83,152 at 6%.
201418$1,346,798$118,448$14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-8$1,346,798$118,448$14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%.
201317$1,200,713$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-7$1,200,713$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
201218$1,032,422$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-8$1,032,422$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201117$895,436$66,388$9,484iApproximate average salary by contribution assumption: employee only about $237,100 at 4% or $158,067 at 6%; with 50% employer match about $158,067 at 4% or $105,378 at 6%; with 100% employer match about $118,550 at 4% or $79,033 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-7$895,436$66,388$9,484iApproximate average salary by contribution assumption: employee only about $237,100 at 4% or $158,067 at 6%; with 50% employer match about $158,067 at 4% or $105,378 at 6%; with 100% employer match about $118,550 at 4% or $79,033 at 6%.
201016$829,602$0-
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-6$829,602$0-
200917$752,673$0-
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-7$752,673$0-
200817$661,825$37,700$5,386iApproximate average salary by contribution assumption: employee only about $134,643 at 4% or $89,762 at 6%; with 50% employer match about $89,762 at 4% or $59,841 at 6%; with 100% employer match about $67,321 at 4% or $44,881 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-7$661,825$37,700$5,386iApproximate average salary by contribution assumption: employee only about $134,643 at 4% or $89,762 at 6%; with 50% employer match about $89,762 at 4% or $59,841 at 6%; with 100% employer match about $67,321 at 4% or $44,881 at 6%.
200715$748,785$60,578$12,116iApproximate average salary by contribution assumption: employee only about $302,890 at 4% or $201,927 at 6%; with 50% employer match about $201,927 at 4% or $134,618 at 6%; with 100% employer match about $151,445 at 4% or $100,963 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-5$748,785$60,578$12,116iApproximate average salary by contribution assumption: employee only about $302,890 at 4% or $201,927 at 6%; with 50% employer match about $201,927 at 4% or $134,618 at 6%; with 100% employer match about $151,445 at 4% or $100,963 at 6%.
200615$655,879$55,969$11,194iApproximate average salary by contribution assumption: employee only about $279,845 at 4% or $186,563 at 6%; with 50% employer match about $186,563 at 4% or $124,376 at 6%; with 100% employer match about $139,923 at 4% or $93,282 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-5$655,879$55,969$11,194iApproximate average salary by contribution assumption: employee only about $279,845 at 4% or $186,563 at 6%; with 50% employer match about $186,563 at 4% or $124,376 at 6%; with 100% employer match about $139,923 at 4% or $93,282 at 6%.
200414$476,557$46,960$11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-4$476,557$46,960$11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%.
200314$394,592$50,389$12,597iApproximate average salary by contribution assumption: employee only about $314,931 at 4% or $209,954 at 6%; with 50% employer match about $209,954 at 4% or $139,969 at 6%; with 100% employer match about $157,466 at 4% or $104,977 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-4$394,592$50,389$12,597iApproximate average salary by contribution assumption: employee only about $314,931 at 4% or $209,954 at 6%; with 50% employer match about $209,954 at 4% or $139,969 at 6%; with 100% employer match about $157,466 at 4% or $104,977 at 6%.
200217$326,327$55,192$7,885iApproximate average salary by contribution assumption: employee only about $197,114 at 4% or $131,410 at 6%; with 50% employer match about $131,410 at 4% or $87,606 at 6%; with 100% employer match about $98,557 at 4% or $65,705 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-7$326,327$55,192$7,885iApproximate average salary by contribution assumption: employee only about $197,114 at 4% or $131,410 at 6%; with 50% employer match about $131,410 at 4% or $87,606 at 6%; with 100% employer match about $98,557 at 4% or $65,705 at 6%.
200117$0$0-
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-7---
200016$349,386$34,182$5,697iApproximate average salary by contribution assumption: employee only about $142,425 at 4% or $94,950 at 6%; with 50% employer match about $94,950 at 4% or $63,300 at 6%; with 100% employer match about $71,213 at 4% or $47,475 at 6%.
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-6$349,386$34,182$5,697iApproximate average salary by contribution assumption: employee only about $142,425 at 4% or $94,950 at 6%; with 50% employer match about $94,950 at 4% or $63,300 at 6%; with 100% employer match about $71,213 at 4% or $47,475 at 6%.
199916$416,462$0-
Lee N. Sheldon, D.M.D., P.K. Employee Profit Sharing Plan-6$416,462--