Civic Intelligence

David H. Lee, D.M.D. Inc.

Plan context: David H. Lee, D.M.D. Inc. Retirement Plan & Trust

EIN 64-0944235 • Greenville, MS • 20 filings • 3 plans

532 South Plantation DriveGreenville, MS 38701
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$2,470,996

2020 Contributions

$102,035

Historical Graphs

Total Assets Over Time

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

$2,470,996$1,235,498$0200220122019YearValue
$2,470,996Latest year 2019

Participants Over Time

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

740200120102019YearValue
7Latest year 2019

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
202010$0$0-
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-0$0$0-
201917$2,470,996$102,035$14,576iApproximate average salary by contribution assumption: employee only about $364,411 at 4% or $242,940 at 6%; with 50% employer match about $242,940 at 4% or $161,960 at 6%; with 100% employer match about $182,205 at 4% or $121,470 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-7$2,470,996$102,035$14,576iApproximate average salary by contribution assumption: employee only about $364,411 at 4% or $242,940 at 6%; with 50% employer match about $242,940 at 4% or $161,960 at 6%; with 100% employer match about $182,205 at 4% or $121,470 at 6%.
201816$2,155,621$89,949$14,992iApproximate average salary by contribution assumption: employee only about $374,788 at 4% or $249,858 at 6%; with 50% employer match about $249,858 at 4% or $166,572 at 6%; with 100% employer match about $187,394 at 4% or $124,929 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6$2,155,621$89,949$14,992iApproximate average salary by contribution assumption: employee only about $374,788 at 4% or $249,858 at 6%; with 50% employer match about $249,858 at 4% or $166,572 at 6%; with 100% employer match about $187,394 at 4% or $124,929 at 6%.
201716$2,197,095$91,712$15,285iApproximate average salary by contribution assumption: employee only about $382,133 at 4% or $254,756 at 6%; with 50% employer match about $254,756 at 4% or $169,837 at 6%; with 100% employer match about $191,067 at 4% or $127,378 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6$2,197,095$91,712$15,285iApproximate average salary by contribution assumption: employee only about $382,133 at 4% or $254,756 at 6%; with 50% employer match about $254,756 at 4% or $169,837 at 6%; with 100% employer match about $191,067 at 4% or $127,378 at 6%.
201616$1,823,973$88,751$14,792iApproximate average salary by contribution assumption: employee only about $369,796 at 4% or $246,531 at 6%; with 50% employer match about $246,531 at 4% or $164,354 at 6%; with 100% employer match about $184,898 at 4% or $123,265 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6$1,823,973$88,751$14,792iApproximate average salary by contribution assumption: employee only about $369,796 at 4% or $246,531 at 6%; with 50% employer match about $246,531 at 4% or $164,354 at 6%; with 100% employer match about $184,898 at 4% or $123,265 at 6%.
201517$1,572,974$88,638$12,663iApproximate average salary by contribution assumption: employee only about $316,564 at 4% or $211,043 at 6%; with 50% employer match about $211,043 at 4% or $140,695 at 6%; with 100% employer match about $158,282 at 4% or $105,521 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-7$1,572,974$88,638$12,663iApproximate average salary by contribution assumption: employee only about $316,564 at 4% or $211,043 at 6%; with 50% employer match about $211,043 at 4% or $140,695 at 6%; with 100% employer match about $158,282 at 4% or $105,521 at 6%.
201416$1,568,793$83,755$13,959iApproximate average salary by contribution assumption: employee only about $348,979 at 4% or $232,653 at 6%; with 50% employer match about $232,653 at 4% or $155,102 at 6%; with 100% employer match about $174,490 at 4% or $116,326 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6$1,568,793$83,755$13,959iApproximate average salary by contribution assumption: employee only about $348,979 at 4% or $232,653 at 6%; with 50% employer match about $232,653 at 4% or $155,102 at 6%; with 100% employer match about $174,490 at 4% or $116,326 at 6%.
201315$1,315,796$82,253$16,451iApproximate average salary by contribution assumption: employee only about $411,265 at 4% or $274,177 at 6%; with 50% employer match about $274,177 at 4% or $182,784 at 6%; with 100% employer match about $205,632 at 4% or $137,088 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-5$1,315,796$82,253$16,451iApproximate average salary by contribution assumption: employee only about $411,265 at 4% or $274,177 at 6%; with 50% employer match about $274,177 at 4% or $182,784 at 6%; with 100% employer match about $205,632 at 4% or $137,088 at 6%.
201217$943,089$78,931$11,276iApproximate average salary by contribution assumption: employee only about $281,896 at 4% or $187,931 at 6%; with 50% employer match about $187,931 at 4% or $125,287 at 6%; with 100% employer match about $140,948 at 4% or $93,965 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-7$943,089$78,931$11,276iApproximate average salary by contribution assumption: employee only about $281,896 at 4% or $187,931 at 6%; with 50% employer match about $187,931 at 4% or $125,287 at 6%; with 100% employer match about $140,948 at 4% or $93,965 at 6%.
201117$787,821$46,678$6,668iApproximate average salary by contribution assumption: employee only about $166,707 at 4% or $111,138 at 6%; with 50% employer match about $111,138 at 4% or $74,092 at 6%; with 100% employer match about $83,354 at 4% or $55,569 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-7$787,821$46,678$6,668iApproximate average salary by contribution assumption: employee only about $166,707 at 4% or $111,138 at 6%; with 50% employer match about $111,138 at 4% or $74,092 at 6%; with 100% employer match about $83,354 at 4% or $55,569 at 6%.
201017$722,933$82,153$11,736iApproximate average salary by contribution assumption: employee only about $293,404 at 4% or $195,602 at 6%; with 50% employer match about $195,602 at 4% or $130,402 at 6%; with 100% employer match about $146,702 at 4% or $97,801 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-7$722,933$82,153$11,736iApproximate average salary by contribution assumption: employee only about $293,404 at 4% or $195,602 at 6%; with 50% employer match about $195,602 at 4% or $130,402 at 6%; with 100% employer match about $146,702 at 4% or $97,801 at 6%.
200916$623,046$77,453$12,909iApproximate average salary by contribution assumption: employee only about $322,721 at 4% or $215,147 at 6%; with 50% employer match about $215,147 at 4% or $143,431 at 6%; with 100% employer match about $161,360 at 4% or $107,574 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6$623,046$77,453$12,909iApproximate average salary by contribution assumption: employee only about $322,721 at 4% or $215,147 at 6%; with 50% employer match about $215,147 at 4% or $143,431 at 6%; with 100% employer match about $161,360 at 4% or $107,574 at 6%.
200816$0$0-
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6---
200715$0$0-
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-5---
200615$554,765$65,607$13,121iApproximate average salary by contribution assumption: employee only about $328,035 at 4% or $218,690 at 6%; with 50% employer match about $218,690 at 4% or $145,793 at 6%; with 100% employer match about $164,018 at 4% or $109,345 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-5$554,765$65,607$13,121iApproximate average salary by contribution assumption: employee only about $328,035 at 4% or $218,690 at 6%; with 50% employer match about $218,690 at 4% or $145,793 at 6%; with 100% employer match about $164,018 at 4% or $109,345 at 6%.
200514$465,848$60,343$15,086iApproximate average salary by contribution assumption: employee only about $377,144 at 4% or $251,429 at 6%; with 50% employer match about $251,429 at 4% or $167,619 at 6%; with 100% employer match about $188,572 at 4% or $125,715 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-4$465,848$60,343$15,086iApproximate average salary by contribution assumption: employee only about $377,144 at 4% or $251,429 at 6%; with 50% employer match about $251,429 at 4% or $167,619 at 6%; with 100% employer match about $188,572 at 4% or $125,715 at 6%.
200415$399,003$50,894$10,179iApproximate average salary by contribution assumption: employee only about $254,470 at 4% or $169,647 at 6%; with 50% employer match about $169,647 at 4% or $113,098 at 6%; with 100% employer match about $127,235 at 4% or $84,823 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-5$399,003$50,894$10,179iApproximate average salary by contribution assumption: employee only about $254,470 at 4% or $169,647 at 6%; with 50% employer match about $169,647 at 4% or $113,098 at 6%; with 100% employer match about $127,235 at 4% or $84,823 at 6%.
200316$300,915$65,334$10,889iApproximate average salary by contribution assumption: employee only about $272,225 at 4% or $181,483 at 6%; with 50% employer match about $181,483 at 4% or $120,989 at 6%; with 100% employer match about $136,113 at 4% or $90,742 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6$300,915$65,334$10,889iApproximate average salary by contribution assumption: employee only about $272,225 at 4% or $181,483 at 6%; with 50% employer match about $181,483 at 4% or $120,989 at 6%; with 100% employer match about $136,113 at 4% or $90,742 at 6%.
200216$216,823$63,535$10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-6$216,823$63,535$10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
200113$0$0-
David H. Lee, D.M.D. Inc. Retirement Plan & Trust-3---