Civic Intelligence

Thomas G. Lee, D.D.S. Inc.

Plan context: Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust

EIN 74-2066220 • Willis, TX • 14 filings • 1 plans

104 W. Powell DriveWillis, TX 77378
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$589,183

2013 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$602,130$301,065$0200020072012YearValue
$589,183Latest year 2012

Participants Over Time

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

630200020062012YearValue
6Latest year 2012

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
201310$0$0-
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-0$0$0-
201216$589,183$0-
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$589,183$0-
201116$601,012$0-
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$601,012$0-
201016$599,248$0-
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$599,248--
200916$500,484$0-
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$500,484--
200816$358,270$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$358,270$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
200716$602,130$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$602,130$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200616$552,489$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$552,489$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200515$543,505$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-5$543,505$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200416$506,697$13,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$506,697$13,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
200316$460,671$0-
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$460,671--
200216$354,983$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$354,983$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200116$0$0-
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6---
200016$400,424$31,318$5,220iApproximate average salary by contribution assumption: employee only about $130,492 at 4% or $86,994 at 6%; with 50% employer match about $86,994 at 4% or $57,996 at 6%; with 100% employer match about $65,246 at 4% or $43,497 at 6%.
Thomas G. Lee, D.D.S. Inc. Retirement Plan & Trust-6$400,424$31,318$5,220iApproximate average salary by contribution assumption: employee only about $130,492 at 4% or $86,994 at 6%; with 50% employer match about $86,994 at 4% or $57,996 at 6%; with 100% employer match about $65,246 at 4% or $43,497 at 6%.