Civic Intelligence

Shawn M. Lee, D.D.S., P.A.

Plan context: Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust

EIN 71-0728539 • Rogers, AR • 26 filings • 2 plans

806 N. 20th PlaceRogers, AR 72756-3497
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,554,148

2025 Contributions

$149,334

Historical Graphs

Total Assets Over Time

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

$3,554,148$1,777,074$0199920132025YearValue
$3,554,148Latest year 2025

Participants Over Time

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

1160199920132025YearValue
11Latest year 2025

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
2025111$3,554,148$149,334$13,576iApproximate average salary by contribution assumption: employee only about $339,395 at 4% or $226,264 at 6%; with 50% employer match about $226,264 at 4% or $150,842 at 6%; with 100% employer match about $169,698 at 4% or $113,132 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-11$3,554,148$149,334$13,576iApproximate average salary by contribution assumption: employee only about $339,395 at 4% or $226,264 at 6%; with 50% employer match about $226,264 at 4% or $150,842 at 6%; with 100% employer match about $169,698 at 4% or $113,132 at 6%.
2024111$3,110,822$145,642$13,240iApproximate average salary by contribution assumption: employee only about $331,005 at 4% or $220,670 at 6%; with 50% employer match about $220,670 at 4% or $147,113 at 6%; with 100% employer match about $165,502 at 4% or $110,335 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-11$3,110,822$145,642$13,240iApproximate average salary by contribution assumption: employee only about $331,005 at 4% or $220,670 at 6%; with 50% employer match about $220,670 at 4% or $147,113 at 6%; with 100% employer match about $165,502 at 4% or $110,335 at 6%.
2023111$2,734,217$140,786$12,799iApproximate average salary by contribution assumption: employee only about $319,968 at 4% or $213,312 at 6%; with 50% employer match about $213,312 at 4% or $142,208 at 6%; with 100% employer match about $159,984 at 4% or $106,656 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-11$2,734,217$140,786$12,799iApproximate average salary by contribution assumption: employee only about $319,968 at 4% or $213,312 at 6%; with 50% employer match about $213,312 at 4% or $142,208 at 6%; with 100% employer match about $159,984 at 4% or $106,656 at 6%.
2022111$2,237,134$125,784$11,435iApproximate average salary by contribution assumption: employee only about $285,873 at 4% or $190,582 at 6%; with 50% employer match about $190,582 at 4% or $127,055 at 6%; with 100% employer match about $142,936 at 4% or $95,291 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-11$2,237,134$125,784$11,435iApproximate average salary by contribution assumption: employee only about $285,873 at 4% or $190,582 at 6%; with 50% employer match about $190,582 at 4% or $127,055 at 6%; with 100% employer match about $142,936 at 4% or $95,291 at 6%.
202118$2,625,460$110,785$13,848iApproximate average salary by contribution assumption: employee only about $346,203 at 4% or $230,802 at 6%; with 50% employer match about $230,802 at 4% or $153,868 at 6%; with 100% employer match about $173,102 at 4% or $115,401 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-8$2,625,460$110,785$13,848iApproximate average salary by contribution assumption: employee only about $346,203 at 4% or $230,802 at 6%; with 50% employer match about $230,802 at 4% or $153,868 at 6%; with 100% employer match about $173,102 at 4% or $115,401 at 6%.
2020110$2,189,884$108,381$10,838iApproximate average salary by contribution assumption: employee only about $270,953 at 4% or $180,635 at 6%; with 50% employer match about $180,635 at 4% or $120,423 at 6%; with 100% employer match about $135,476 at 4% or $90,318 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-10$2,189,884$108,381$10,838iApproximate average salary by contribution assumption: employee only about $270,953 at 4% or $180,635 at 6%; with 50% employer match about $180,635 at 4% or $120,423 at 6%; with 100% employer match about $135,476 at 4% or $90,318 at 6%.
201918$1,879,692$113,654$14,207iApproximate average salary by contribution assumption: employee only about $355,169 at 4% or $236,779 at 6%; with 50% employer match about $236,779 at 4% or $157,853 at 6%; with 100% employer match about $177,584 at 4% or $118,390 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-8$1,879,692$113,654$14,207iApproximate average salary by contribution assumption: employee only about $355,169 at 4% or $236,779 at 6%; with 50% employer match about $236,779 at 4% or $157,853 at 6%; with 100% employer match about $177,584 at 4% or $118,390 at 6%.
2018110$1,527,771$107,530$10,753iApproximate average salary by contribution assumption: employee only about $268,825 at 4% or $179,217 at 6%; with 50% employer match about $179,217 at 4% or $119,478 at 6%; with 100% employer match about $134,413 at 4% or $89,608 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-10$1,527,771$107,530$10,753iApproximate average salary by contribution assumption: employee only about $268,825 at 4% or $179,217 at 6%; with 50% employer match about $179,217 at 4% or $119,478 at 6%; with 100% employer match about $134,413 at 4% or $89,608 at 6%.
201719$1,543,979$93,599$10,400iApproximate average salary by contribution assumption: employee only about $259,997 at 4% or $173,331 at 6%; with 50% employer match about $173,331 at 4% or $115,554 at 6%; with 100% employer match about $129,999 at 4% or $86,666 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-9$1,543,979$93,599$10,400iApproximate average salary by contribution assumption: employee only about $259,997 at 4% or $173,331 at 6%; with 50% employer match about $173,331 at 4% or $115,554 at 6%; with 100% employer match about $129,999 at 4% or $86,666 at 6%.
2016110$1,328,903$83,328$8,333iApproximate average salary by contribution assumption: employee only about $208,320 at 4% or $138,880 at 6%; with 50% employer match about $138,880 at 4% or $92,587 at 6%; with 100% employer match about $104,160 at 4% or $69,440 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-10$1,328,903$83,328$8,333iApproximate average salary by contribution assumption: employee only about $208,320 at 4% or $138,880 at 6%; with 50% employer match about $138,880 at 4% or $92,587 at 6%; with 100% employer match about $104,160 at 4% or $69,440 at 6%.
201519$1,223,185$89,387$9,932iApproximate average salary by contribution assumption: employee only about $248,297 at 4% or $165,531 at 6%; with 50% employer match about $165,531 at 4% or $110,354 at 6%; with 100% employer match about $124,149 at 4% or $82,766 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-9$1,223,185$89,387$9,932iApproximate average salary by contribution assumption: employee only about $248,297 at 4% or $165,531 at 6%; with 50% employer match about $165,531 at 4% or $110,354 at 6%; with 100% employer match about $124,149 at 4% or $82,766 at 6%.
201417$1,241,637$90,584$12,941iApproximate average salary by contribution assumption: employee only about $323,514 at 4% or $215,676 at 6%; with 50% employer match about $215,676 at 4% or $143,784 at 6%; with 100% employer match about $161,757 at 4% or $107,838 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-7$1,241,637$90,584$12,941iApproximate average salary by contribution assumption: employee only about $323,514 at 4% or $215,676 at 6%; with 50% employer match about $215,676 at 4% or $143,784 at 6%; with 100% employer match about $161,757 at 4% or $107,838 at 6%.
201318$1,144,745$95,350$11,919iApproximate average salary by contribution assumption: employee only about $297,969 at 4% or $198,646 at 6%; with 50% employer match about $198,646 at 4% or $132,431 at 6%; with 100% employer match about $148,984 at 4% or $99,323 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-8$1,144,745$95,350$11,919iApproximate average salary by contribution assumption: employee only about $297,969 at 4% or $198,646 at 6%; with 50% employer match about $198,646 at 4% or $132,431 at 6%; with 100% employer match about $148,984 at 4% or $99,323 at 6%.
201219$982,211$11,793$1,310iApproximate average salary by contribution assumption: employee only about $32,758 at 4% or $21,839 at 6%; with 50% employer match about $21,839 at 4% or $14,559 at 6%; with 100% employer match about $16,379 at 4% or $10,919 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-9$982,211$11,793$1,310iApproximate average salary by contribution assumption: employee only about $32,758 at 4% or $21,839 at 6%; with 50% employer match about $21,839 at 4% or $14,559 at 6%; with 100% employer match about $16,379 at 4% or $10,919 at 6%.
201119$888,048$11,762$1,307iApproximate average salary by contribution assumption: employee only about $32,672 at 4% or $21,781 at 6%; with 50% employer match about $21,781 at 4% or $14,521 at 6%; with 100% employer match about $16,336 at 4% or $10,891 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-9$888,048$11,762$1,307iApproximate average salary by contribution assumption: employee only about $32,672 at 4% or $21,781 at 6%; with 50% employer match about $21,781 at 4% or $14,521 at 6%; with 100% employer match about $16,336 at 4% or $10,891 at 6%.
201018$883,517$11,365$1,421iApproximate average salary by contribution assumption: employee only about $35,516 at 4% or $23,677 at 6%; with 50% employer match about $23,677 at 4% or $15,785 at 6%; with 100% employer match about $17,758 at 4% or $11,839 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-8$883,517$11,365$1,421iApproximate average salary by contribution assumption: employee only about $35,516 at 4% or $23,677 at 6%; with 50% employer match about $23,677 at 4% or $15,785 at 6%; with 100% employer match about $17,758 at 4% or $11,839 at 6%.
200919$807,892$28,845$3,205iApproximate average salary by contribution assumption: employee only about $80,125 at 4% or $53,417 at 6%; with 50% employer match about $53,417 at 4% or $35,611 at 6%; with 100% employer match about $40,063 at 4% or $26,708 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-9$807,892$28,845$3,205iApproximate average salary by contribution assumption: employee only about $80,125 at 4% or $53,417 at 6%; with 50% employer match about $53,417 at 4% or $35,611 at 6%; with 100% employer match about $40,063 at 4% or $26,708 at 6%.
2008110$690,258$59,215$5,922iApproximate average salary by contribution assumption: employee only about $148,038 at 4% or $98,692 at 6%; with 50% employer match about $98,692 at 4% or $65,794 at 6%; with 100% employer match about $74,019 at 4% or $49,346 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-10$690,258$59,215$5,922iApproximate average salary by contribution assumption: employee only about $148,038 at 4% or $98,692 at 6%; with 50% employer match about $98,692 at 4% or $65,794 at 6%; with 100% employer match about $74,019 at 4% or $49,346 at 6%.
200717$1,007,204$70,750$10,107iApproximate average salary by contribution assumption: employee only about $252,679 at 4% or $168,452 at 6%; with 50% employer match about $168,452 at 4% or $112,302 at 6%; with 100% employer match about $126,339 at 4% or $84,226 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-7$1,007,204$70,750$10,107iApproximate average salary by contribution assumption: employee only about $252,679 at 4% or $168,452 at 6%; with 50% employer match about $168,452 at 4% or $112,302 at 6%; with 100% employer match about $126,339 at 4% or $84,226 at 6%.
200617$919,030$69,366$9,909iApproximate average salary by contribution assumption: employee only about $247,736 at 4% or $165,157 at 6%; with 50% employer match about $165,157 at 4% or $110,105 at 6%; with 100% employer match about $123,868 at 4% or $82,579 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-7$919,030$69,366$9,909iApproximate average salary by contribution assumption: employee only about $247,736 at 4% or $165,157 at 6%; with 50% employer match about $165,157 at 4% or $110,105 at 6%; with 100% employer match about $123,868 at 4% or $82,579 at 6%.
200515$761,602$60,740$12,148iApproximate average salary by contribution assumption: employee only about $303,700 at 4% or $202,467 at 6%; with 50% employer match about $202,467 at 4% or $134,978 at 6%; with 100% employer match about $151,850 at 4% or $101,233 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-5$761,602$60,740$12,148iApproximate average salary by contribution assumption: employee only about $303,700 at 4% or $202,467 at 6%; with 50% employer match about $202,467 at 4% or $134,978 at 6%; with 100% employer match about $151,850 at 4% or $101,233 at 6%.
200415$647,548$57,978$11,596iApproximate average salary by contribution assumption: employee only about $289,890 at 4% or $193,260 at 6%; with 50% employer match about $193,260 at 4% or $128,840 at 6%; with 100% employer match about $144,945 at 4% or $96,630 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-5$647,548$57,978$11,596iApproximate average salary by contribution assumption: employee only about $289,890 at 4% or $193,260 at 6%; with 50% employer match about $193,260 at 4% or $128,840 at 6%; with 100% employer match about $144,945 at 4% or $96,630 at 6%.
200315$332,281$54,801$10,960iApproximate average salary by contribution assumption: employee only about $274,005 at 4% or $182,670 at 6%; with 50% employer match about $182,670 at 4% or $121,780 at 6%; with 100% employer match about $137,003 at 4% or $91,335 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-5$332,281$54,801$10,960iApproximate average salary by contribution assumption: employee only about $274,005 at 4% or $182,670 at 6%; with 50% employer match about $182,670 at 4% or $121,780 at 6%; with 100% employer match about $137,003 at 4% or $91,335 at 6%.
200114$328,852$35,564$8,891iApproximate average salary by contribution assumption: employee only about $222,275 at 4% or $148,183 at 6%; with 50% employer match about $148,183 at 4% or $98,789 at 6%; with 100% employer match about $111,138 at 4% or $74,092 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-4$328,852$35,564$8,891iApproximate average salary by contribution assumption: employee only about $222,275 at 4% or $148,183 at 6%; with 50% employer match about $148,183 at 4% or $98,789 at 6%; with 100% employer match about $111,138 at 4% or $74,092 at 6%.
200014$341,648$41,041$10,260iApproximate average salary by contribution assumption: employee only about $256,506 at 4% or $171,004 at 6%; with 50% employer match about $171,004 at 4% or $114,003 at 6%; with 100% employer match about $128,253 at 4% or $85,502 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-4$341,648$41,041$10,260iApproximate average salary by contribution assumption: employee only about $256,506 at 4% or $171,004 at 6%; with 50% employer match about $171,004 at 4% or $114,003 at 6%; with 100% employer match about $128,253 at 4% or $85,502 at 6%.
199914$302,108$37,508$9,377iApproximate average salary by contribution assumption: employee only about $234,425 at 4% or $156,283 at 6%; with 50% employer match about $156,283 at 4% or $104,189 at 6%; with 100% employer match about $117,213 at 4% or $78,142 at 6%.
Shawn M. Lee, D.D.S., P.A. 401(K) Profit Sharing Plan & Trust-4$302,108$37,508$9,377iApproximate average salary by contribution assumption: employee only about $234,425 at 4% or $156,283 at 6%; with 50% employer match about $156,283 at 4% or $104,189 at 6%; with 100% employer match about $117,213 at 4% or $78,142 at 6%.