Civic Intelligence

James L. Lee, Jr., D.D.S.

Plan context: James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust

EIN 71-0540246 • Fort Smith, AR • 13 filings • 1 plans

1501 South Waldron, Ste 200Fort Smith, AR 72903
Current Snapshot

Latest Year

2012

2012 Participants

15

2012 Assets

$2,531,413

2012 Contributions

$73,248

Historical Graphs

Total Assets Over Time

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

$2,531,413$1,265,707$0199920082011YearValue
$2,531,413Latest year 2011

Participants Over Time

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

1680199920062011YearValue
15Latest year 2011

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
201210$0$0-
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-0$0$0-
2011115$2,531,413$73,248$4,883iApproximate average salary by contribution assumption: employee only about $122,080 at 4% or $81,387 at 6%; with 50% employer match about $81,387 at 4% or $54,258 at 6%; with 100% employer match about $61,040 at 4% or $40,693 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-15$2,531,413$73,248$4,883iApproximate average salary by contribution assumption: employee only about $122,080 at 4% or $81,387 at 6%; with 50% employer match about $81,387 at 4% or $54,258 at 6%; with 100% employer match about $61,040 at 4% or $40,693 at 6%.
2010116$2,507,216$75,134$4,696iApproximate average salary by contribution assumption: employee only about $117,397 at 4% or $78,265 at 6%; with 50% employer match about $78,265 at 4% or $52,176 at 6%; with 100% employer match about $58,698 at 4% or $39,132 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-16$2,507,216$75,134$4,696iApproximate average salary by contribution assumption: employee only about $117,397 at 4% or $78,265 at 6%; with 50% employer match about $78,265 at 4% or $52,176 at 6%; with 100% employer match about $58,698 at 4% or $39,132 at 6%.
2009115$2,193,645$71,885$4,792iApproximate average salary by contribution assumption: employee only about $119,808 at 4% or $79,872 at 6%; with 50% employer match about $79,872 at 4% or $53,248 at 6%; with 100% employer match about $59,904 at 4% or $39,936 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-15$2,193,645$71,885$4,792iApproximate average salary by contribution assumption: employee only about $119,808 at 4% or $79,872 at 6%; with 50% employer match about $79,872 at 4% or $53,248 at 6%; with 100% employer match about $59,904 at 4% or $39,936 at 6%.
2008112$1,727,711$66,260$5,522iApproximate average salary by contribution assumption: employee only about $138,042 at 4% or $92,028 at 6%; with 50% employer match about $92,028 at 4% or $61,352 at 6%; with 100% employer match about $69,021 at 4% or $46,014 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-12$1,727,711$66,260$5,522iApproximate average salary by contribution assumption: employee only about $138,042 at 4% or $92,028 at 6%; with 50% employer match about $92,028 at 4% or $61,352 at 6%; with 100% employer match about $69,021 at 4% or $46,014 at 6%.
2007113$0$0-
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-13---
2006112$2,200,883$62,158$5,180iApproximate average salary by contribution assumption: employee only about $129,496 at 4% or $86,331 at 6%; with 50% employer match about $86,331 at 4% or $57,554 at 6%; with 100% employer match about $64,748 at 4% or $43,165 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-12$2,200,883$62,158$5,180iApproximate average salary by contribution assumption: employee only about $129,496 at 4% or $86,331 at 6%; with 50% employer match about $86,331 at 4% or $57,554 at 6%; with 100% employer match about $64,748 at 4% or $43,165 at 6%.
2005112$1,877,834$58,722$4,894iApproximate average salary by contribution assumption: employee only about $122,338 at 4% or $81,558 at 6%; with 50% employer match about $81,558 at 4% or $54,372 at 6%; with 100% employer match about $61,169 at 4% or $40,779 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-12$1,877,834$58,722$4,894iApproximate average salary by contribution assumption: employee only about $122,338 at 4% or $81,558 at 6%; with 50% employer match about $81,558 at 4% or $54,372 at 6%; with 100% employer match about $61,169 at 4% or $40,779 at 6%.
2003112$1,498,608$56,908$4,742iApproximate average salary by contribution assumption: employee only about $118,558 at 4% or $79,039 at 6%; with 50% employer match about $79,039 at 4% or $52,693 at 6%; with 100% employer match about $59,279 at 4% or $39,519 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-12$1,498,608$56,908$4,742iApproximate average salary by contribution assumption: employee only about $118,558 at 4% or $79,039 at 6%; with 50% employer match about $79,039 at 4% or $52,693 at 6%; with 100% employer match about $59,279 at 4% or $39,519 at 6%.
2002113$0$0-
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-13---
2001112$0$0-
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-12---
2000112$0$0-
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-12---
1999114$1,346,490$35,941$2,567iApproximate average salary by contribution assumption: employee only about $64,180 at 4% or $42,787 at 6%; with 50% employer match about $42,787 at 4% or $28,525 at 6%; with 100% employer match about $32,090 at 4% or $21,393 at 6%.
James L. Lee, Jr., D.D.S. Profit Sharing Plan & Trust-14$1,346,490$35,941$2,567iApproximate average salary by contribution assumption: employee only about $64,180 at 4% or $42,787 at 6%; with 50% employer match about $42,787 at 4% or $28,525 at 6%; with 100% employer match about $32,090 at 4% or $21,393 at 6%.