Civic Intelligence

James W. Lee, DMD

Plan context: James W. Lee, DMD 401(K) P/S Plan

EIN 68-0256348 • Grass Valley, CA • 10 filings • 2 plans

563 Brunswick Rd., Suite 6Grass Valley, CA 95945
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$665,775

2015 Contributions

$50,997

Historical Graphs

Total Assets Over Time

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

$665,775$332,888$0200620102014YearValue
$665,775Latest year 2014

Participants Over Time

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

740200620102014YearValue
5Latest year 2014

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
201510$0$0-
James W. Lee, DMD 401(K) P/S Plan-0$0--
201415$665,775$50,997$10,199iApproximate average salary by contribution assumption: employee only about $254,985 at 4% or $169,990 at 6%; with 50% employer match about $169,990 at 4% or $113,327 at 6%; with 100% employer match about $127,493 at 4% or $84,995 at 6%.
James W. Lee, DMD 401(K) P/S Plan-5$665,775$50,997$10,199iApproximate average salary by contribution assumption: employee only about $254,985 at 4% or $169,990 at 6%; with 50% employer match about $169,990 at 4% or $113,327 at 6%; with 100% employer match about $127,493 at 4% or $84,995 at 6%.
201315$588,269$165,869$33,174iApproximate average salary by contribution assumption: employee only about $829,345 at 4% or $552,897 at 6%; with 50% employer match about $552,897 at 4% or $368,598 at 6%; with 100% employer match about $414,673 at 4% or $276,448 at 6%.
James W. Lee, DMD 401(K) P/S Plan-5$588,269$165,869$33,174iApproximate average salary by contribution assumption: employee only about $829,345 at 4% or $552,897 at 6%; with 50% employer match about $552,897 at 4% or $368,598 at 6%; with 100% employer match about $414,673 at 4% or $276,448 at 6%.
201215$349,732$53,811$10,762iApproximate average salary by contribution assumption: employee only about $269,055 at 4% or $179,370 at 6%; with 50% employer match about $179,370 at 4% or $119,580 at 6%; with 100% employer match about $134,528 at 4% or $89,685 at 6%.
James W. Lee, DMD 401(K) P/S Plan-5$349,732$53,811$10,762iApproximate average salary by contribution assumption: employee only about $269,055 at 4% or $179,370 at 6%; with 50% employer match about $179,370 at 4% or $119,580 at 6%; with 100% employer match about $134,528 at 4% or $89,685 at 6%.
201115$263,289$58,260$11,652iApproximate average salary by contribution assumption: employee only about $291,300 at 4% or $194,200 at 6%; with 50% employer match about $194,200 at 4% or $129,467 at 6%; with 100% employer match about $145,650 at 4% or $97,100 at 6%.
James W. Lee, DMD 401(K) P/S Plan-5$263,289$58,260$11,652iApproximate average salary by contribution assumption: employee only about $291,300 at 4% or $194,200 at 6%; with 50% employer match about $194,200 at 4% or $129,467 at 6%; with 100% employer match about $145,650 at 4% or $97,100 at 6%.
201015$216,103$44,859$8,972iApproximate average salary by contribution assumption: employee only about $224,295 at 4% or $149,530 at 6%; with 50% employer match about $149,530 at 4% or $99,687 at 6%; with 100% employer match about $112,147 at 4% or $74,765 at 6%.
James W. Lee, DMD 401(K) P/S Plan-5$216,103$44,859$8,972iApproximate average salary by contribution assumption: employee only about $224,295 at 4% or $149,530 at 6%; with 50% employer match about $149,530 at 4% or $99,687 at 6%; with 100% employer match about $112,147 at 4% or $74,765 at 6%.
200915$157,783$40,728$8,146iApproximate average salary by contribution assumption: employee only about $203,640 at 4% or $135,760 at 6%; with 50% employer match about $135,760 at 4% or $90,507 at 6%; with 100% employer match about $101,820 at 4% or $67,880 at 6%.
James W. Lee, DMD 401(K) P/S Plan-5$157,783$40,728$8,146iApproximate average salary by contribution assumption: employee only about $203,640 at 4% or $135,760 at 6%; with 50% employer match about $135,760 at 4% or $90,507 at 6%; with 100% employer match about $101,820 at 4% or $67,880 at 6%.
200816$95,133$55,806$9,301iApproximate average salary by contribution assumption: employee only about $232,525 at 4% or $155,017 at 6%; with 50% employer match about $155,017 at 4% or $103,344 at 6%; with 100% employer match about $116,263 at 4% or $77,508 at 6%.
James W. Lee, DMD 401(K) P/S Plan-6$95,133$55,806$9,301iApproximate average salary by contribution assumption: employee only about $232,525 at 4% or $155,017 at 6%; with 50% employer match about $155,017 at 4% or $103,344 at 6%; with 100% employer match about $116,263 at 4% or $77,508 at 6%.
200716$69,228$34,204$5,701iApproximate average salary by contribution assumption: employee only about $142,517 at 4% or $95,011 at 6%; with 50% employer match about $95,011 at 4% or $63,341 at 6%; with 100% employer match about $71,258 at 4% or $47,506 at 6%.
James W. Lee, DMD 401(K) P/S Plan-6$69,228$34,204$5,701iApproximate average salary by contribution assumption: employee only about $142,517 at 4% or $95,011 at 6%; with 50% employer match about $95,011 at 4% or $63,341 at 6%; with 100% employer match about $71,258 at 4% or $47,506 at 6%.
200617$34,812$33,463$4,780iApproximate average salary by contribution assumption: employee only about $119,511 at 4% or $79,674 at 6%; with 50% employer match about $79,674 at 4% or $53,116 at 6%; with 100% employer match about $59,755 at 4% or $39,837 at 6%.
James W. Lee, DMD 401(K) P/S Plan-7$34,812$33,463$4,780iApproximate average salary by contribution assumption: employee only about $119,511 at 4% or $79,674 at 6%; with 50% employer match about $79,674 at 4% or $53,116 at 6%; with 100% employer match about $59,755 at 4% or $39,837 at 6%.