Civic Intelligence

Karen Yee, D.D.S.

Plan context: Karen Yee, D.D.S. Profit Sharing Plan

EIN 68-0321334 • San Ramon, CA • 16 filings • 4 plans

2355 San Ramon Valley Blvd, Ste 200San Ramon, CA 94583
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$264,562

2014 Contributions

$720

Historical Graphs

Total Assets Over Time

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

$264,562$132,281$0199920062013YearValue
$264,562Latest year 2013

Participants Over Time

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

530200020072013YearValue
2Latest year 2013

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
201410$0$0-
Karen Yee, D.D.S. Profit Sharing Plan-0$0$0-
201312$264,562$0-
Karen Yee, D.D.S. Profit Sharing Plan-2$264,562$0-
201213$245,084$0-
Karen Yee, D.D.S. Profit Sharing Plan-3$245,084$0-
201113$242,505$0-
Karen Yee, D.D.S. Profit Sharing Plan-3$242,505$0-
201013$242,411$0-
Karen Yee, D.D.S. Profit Sharing Plan-3$242,411$0-
200913$231,897$720$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
Karen Yee, D.D.S. Profit Sharing Plan-3$231,897$720$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
200814$0$0-
Karen Yee, D.D.S. Profit Sharing Plan-4---
200713$240,290$0-
Karen Yee, D.D.S. Profit Sharing Plan-3$240,290--
200614$227,165$0-
Karen Yee, D.D.S. Profit Sharing Plan-4$227,165--
200514$216,577$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Karen Yee, D.D.S. Profit Sharing Plan-4$216,577$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200415$197,830$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Karen Yee, D.D.S. Profit Sharing Plan-5$197,830$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200314$164,391$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Karen Yee, D.D.S. Profit Sharing Plan-4$164,391$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200212$141,519$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Karen Yee, D.D.S. Profit Sharing Plan-2$141,519$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200113$0$0-
Karen Yee, D.D.S. Profit Sharing Plan-3---
200012$90,375$26,546$13,273iApproximate average salary by contribution assumption: employee only about $331,825 at 4% or $221,217 at 6%; with 50% employer match about $221,217 at 4% or $147,478 at 6%; with 100% employer match about $165,913 at 4% or $110,608 at 6%.
Karen Yee, D.D.S. Profit Sharing Plan-2$90,375$26,546$13,273iApproximate average salary by contribution assumption: employee only about $331,825 at 4% or $221,217 at 6%; with 50% employer match about $221,217 at 4% or $147,478 at 6%; with 100% employer match about $165,913 at 4% or $110,608 at 6%.
199910$70,540$0-
Karen Yee, D.D.S. Profit Sharing Plan-0$70,540--