Civic Intelligence

Lee Fitzgerald, D.D.S. PC.

Plan context: Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust

EIN 75-2626657 • 26 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,431,471

2024 Contributions

$19,748

Historical Graphs

Total Assets Over Time

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

$2,603,719$1,301,860$0199920132024YearValue
$2,431,471Latest year 2024

Participants Over Time

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

1160199920122024YearValue
9Latest year 2024

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
202419$2,431,471$19,748$2,194iApproximate average salary by contribution assumption: employee only about $54,856 at 4% or $36,570 at 6%; with 50% employer match about $36,570 at 4% or $24,380 at 6%; with 100% employer match about $27,428 at 4% or $18,285 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-9$2,431,471$19,748$2,194iApproximate average salary by contribution assumption: employee only about $54,856 at 4% or $36,570 at 6%; with 50% employer match about $36,570 at 4% or $24,380 at 6%; with 100% employer match about $27,428 at 4% or $18,285 at 6%.
202319$2,344,990$20,294$2,255iApproximate average salary by contribution assumption: employee only about $56,372 at 4% or $37,581 at 6%; with 50% employer match about $37,581 at 4% or $25,054 at 6%; with 100% employer match about $28,186 at 4% or $18,791 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-9$2,344,990$20,294$2,255iApproximate average salary by contribution assumption: employee only about $56,372 at 4% or $37,581 at 6%; with 50% employer match about $37,581 at 4% or $25,054 at 6%; with 100% employer match about $28,186 at 4% or $18,791 at 6%.
202218$1,971,045$72,225$9,028iApproximate average salary by contribution assumption: employee only about $225,703 at 4% or $150,469 at 6%; with 50% employer match about $150,469 at 4% or $100,313 at 6%; with 100% employer match about $112,852 at 4% or $75,234 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-8$1,971,045$72,225$9,028iApproximate average salary by contribution assumption: employee only about $225,703 at 4% or $150,469 at 6%; with 50% employer match about $150,469 at 4% or $100,313 at 6%; with 100% employer match about $112,852 at 4% or $75,234 at 6%.
202118$2,603,719$88,871$11,109iApproximate average salary by contribution assumption: employee only about $277,722 at 4% or $185,148 at 6%; with 50% employer match about $185,148 at 4% or $123,432 at 6%; with 100% employer match about $138,861 at 4% or $92,574 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-8$2,603,719$88,871$11,109iApproximate average salary by contribution assumption: employee only about $277,722 at 4% or $185,148 at 6%; with 50% employer match about $185,148 at 4% or $123,432 at 6%; with 100% employer match about $138,861 at 4% or $92,574 at 6%.
202016$2,254,457$106,391$17,732iApproximate average salary by contribution assumption: employee only about $443,296 at 4% or $295,531 at 6%; with 50% employer match about $295,531 at 4% or $197,020 at 6%; with 100% employer match about $221,648 at 4% or $147,765 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6$2,254,457$106,391$17,732iApproximate average salary by contribution assumption: employee only about $443,296 at 4% or $295,531 at 6%; with 50% employer match about $295,531 at 4% or $197,020 at 6%; with 100% employer match about $221,648 at 4% or $147,765 at 6%.
201917$2,095,871$127,734$18,248iApproximate average salary by contribution assumption: employee only about $456,193 at 4% or $304,129 at 6%; with 50% employer match about $304,129 at 4% or $202,752 at 6%; with 100% employer match about $228,096 at 4% or $152,064 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-7$2,095,871$127,734$18,248iApproximate average salary by contribution assumption: employee only about $456,193 at 4% or $304,129 at 6%; with 50% employer match about $304,129 at 4% or $202,752 at 6%; with 100% employer match about $228,096 at 4% or $152,064 at 6%.
201819$1,832,460$123,037$13,671iApproximate average salary by contribution assumption: employee only about $341,769 at 4% or $227,846 at 6%; with 50% employer match about $227,846 at 4% or $151,898 at 6%; with 100% employer match about $170,885 at 4% or $113,923 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-9$1,832,460$123,037$13,671iApproximate average salary by contribution assumption: employee only about $341,769 at 4% or $227,846 at 6%; with 50% employer match about $227,846 at 4% or $151,898 at 6%; with 100% employer match about $170,885 at 4% or $113,923 at 6%.
2017111$1,724,999$124,104$11,282iApproximate average salary by contribution assumption: employee only about $282,055 at 4% or $188,036 at 6%; with 50% employer match about $188,036 at 4% or $125,358 at 6%; with 100% employer match about $141,027 at 4% or $94,018 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-11$1,724,999$124,104$11,282iApproximate average salary by contribution assumption: employee only about $282,055 at 4% or $188,036 at 6%; with 50% employer match about $188,036 at 4% or $125,358 at 6%; with 100% employer match about $141,027 at 4% or $94,018 at 6%.
2016111$1,449,016$120,352$10,941iApproximate average salary by contribution assumption: employee only about $273,527 at 4% or $182,352 at 6%; with 50% employer match about $182,352 at 4% or $121,568 at 6%; with 100% employer match about $136,764 at 4% or $91,176 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-11$1,449,016$120,352$10,941iApproximate average salary by contribution assumption: employee only about $273,527 at 4% or $182,352 at 6%; with 50% employer match about $182,352 at 4% or $121,568 at 6%; with 100% employer match about $136,764 at 4% or $91,176 at 6%.
2015111$1,215,498$133,483$12,135iApproximate average salary by contribution assumption: employee only about $303,370 at 4% or $202,247 at 6%; with 50% employer match about $202,247 at 4% or $134,831 at 6%; with 100% employer match about $151,685 at 4% or $101,123 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-11$1,215,498$133,483$12,135iApproximate average salary by contribution assumption: employee only about $303,370 at 4% or $202,247 at 6%; with 50% employer match about $202,247 at 4% or $134,831 at 6%; with 100% employer match about $151,685 at 4% or $101,123 at 6%.
2014110$1,105,760$119,929$11,993iApproximate average salary by contribution assumption: employee only about $299,823 at 4% or $199,882 at 6%; with 50% employer match about $199,882 at 4% or $133,254 at 6%; with 100% employer match about $149,911 at 4% or $99,941 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-10$1,105,760$119,929$11,993iApproximate average salary by contribution assumption: employee only about $299,823 at 4% or $199,882 at 6%; with 50% employer match about $199,882 at 4% or $133,254 at 6%; with 100% employer match about $149,911 at 4% or $99,941 at 6%.
201317$954,352$102,110$14,587iApproximate average salary by contribution assumption: employee only about $364,679 at 4% or $243,119 at 6%; with 50% employer match about $243,119 at 4% or $162,079 at 6%; with 100% employer match about $182,339 at 4% or $121,560 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-7$954,352$102,110$14,587iApproximate average salary by contribution assumption: employee only about $364,679 at 4% or $243,119 at 6%; with 50% employer match about $243,119 at 4% or $162,079 at 6%; with 100% employer match about $182,339 at 4% or $121,560 at 6%.
201218$808,947$102,814$12,852iApproximate average salary by contribution assumption: employee only about $321,294 at 4% or $214,196 at 6%; with 50% employer match about $214,196 at 4% or $142,797 at 6%; with 100% employer match about $160,647 at 4% or $107,098 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-8$808,947$102,814$12,852iApproximate average salary by contribution assumption: employee only about $321,294 at 4% or $214,196 at 6%; with 50% employer match about $214,196 at 4% or $142,797 at 6%; with 100% employer match about $160,647 at 4% or $107,098 at 6%.
2011110$660,527$101,830$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-10$660,527$101,830$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
201019$673,809$113,297$12,589iApproximate average salary by contribution assumption: employee only about $314,714 at 4% or $209,809 at 6%; with 50% employer match about $209,809 at 4% or $139,873 at 6%; with 100% employer match about $157,357 at 4% or $104,905 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-9$673,809$113,297$12,589iApproximate average salary by contribution assumption: employee only about $314,714 at 4% or $209,809 at 6%; with 50% employer match about $209,809 at 4% or $139,873 at 6%; with 100% employer match about $157,357 at 4% or $104,905 at 6%.
200918$506,014$69,454$8,682iApproximate average salary by contribution assumption: employee only about $217,044 at 4% or $144,696 at 6%; with 50% employer match about $144,696 at 4% or $96,464 at 6%; with 100% employer match about $108,522 at 4% or $72,348 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-8$506,014$69,454$8,682iApproximate average salary by contribution assumption: employee only about $217,044 at 4% or $144,696 at 6%; with 50% employer match about $144,696 at 4% or $96,464 at 6%; with 100% employer match about $108,522 at 4% or $72,348 at 6%.
200816$367,873$64,891$10,815iApproximate average salary by contribution assumption: employee only about $270,379 at 4% or $180,253 at 6%; with 50% employer match about $180,253 at 4% or $120,169 at 6%; with 100% employer match about $135,190 at 4% or $90,126 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6$367,873$64,891$10,815iApproximate average salary by contribution assumption: employee only about $270,379 at 4% or $180,253 at 6%; with 50% employer match about $180,253 at 4% or $120,169 at 6%; with 100% employer match about $135,190 at 4% or $90,126 at 6%.
200716$0$0-
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6---
200615$636,595$69,299$13,860iApproximate average salary by contribution assumption: employee only about $346,495 at 4% or $230,997 at 6%; with 50% employer match about $230,997 at 4% or $153,998 at 6%; with 100% employer match about $173,248 at 4% or $115,498 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-5$636,595$69,299$13,860iApproximate average salary by contribution assumption: employee only about $346,495 at 4% or $230,997 at 6%; with 50% employer match about $230,997 at 4% or $153,998 at 6%; with 100% employer match about $173,248 at 4% or $115,498 at 6%.
200517$647,260$82,274$11,753iApproximate average salary by contribution assumption: employee only about $293,836 at 4% or $195,890 at 6%; with 50% employer match about $195,890 at 4% or $130,594 at 6%; with 100% employer match about $146,918 at 4% or $97,945 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-7$647,260$82,274$11,753iApproximate average salary by contribution assumption: employee only about $293,836 at 4% or $195,890 at 6%; with 50% employer match about $195,890 at 4% or $130,594 at 6%; with 100% employer match about $146,918 at 4% or $97,945 at 6%.
200416$478,241$55,667$9,278iApproximate average salary by contribution assumption: employee only about $231,946 at 4% or $154,631 at 6%; with 50% employer match about $154,631 at 4% or $103,087 at 6%; with 100% employer match about $115,973 at 4% or $77,315 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6$478,241$55,667$9,278iApproximate average salary by contribution assumption: employee only about $231,946 at 4% or $154,631 at 6%; with 50% employer match about $154,631 at 4% or $103,087 at 6%; with 100% employer match about $115,973 at 4% or $77,315 at 6%.
200316$439,923$70,673$11,779iApproximate average salary by contribution assumption: employee only about $294,471 at 4% or $196,314 at 6%; with 50% employer match about $196,314 at 4% or $130,876 at 6%; with 100% employer match about $147,235 at 4% or $98,157 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6$439,923$70,673$11,779iApproximate average salary by contribution assumption: employee only about $294,471 at 4% or $196,314 at 6%; with 50% employer match about $196,314 at 4% or $130,876 at 6%; with 100% employer match about $147,235 at 4% or $98,157 at 6%.
200226$304,592$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6$304,592$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6---
200116$0$0-
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6---
199916$176,480$36,332$6,055iApproximate average salary by contribution assumption: employee only about $151,383 at 4% or $100,922 at 6%; with 50% employer match about $100,922 at 4% or $67,281 at 6%; with 100% employer match about $75,692 at 4% or $50,461 at 6%.
Lee Fitzgerald, D.D.S. PC. 401 K Plan & Trust-6$176,480$36,332$6,055iApproximate average salary by contribution assumption: employee only about $151,383 at 4% or $100,922 at 6%; with 50% employer match about $100,922 at 4% or $67,281 at 6%; with 100% employer match about $75,692 at 4% or $50,461 at 6%.