Civic Intelligence

John J Lee Dds

Plan context: John J Lee Dds 401 K Profit Sharing Plan Trust

EIN 75-2971777 • Beaverton, OR • 13 filings • 3 plans

14425 SW Allen BlvdBeaverton, OR 97005
Current Snapshot

Latest Year

2023

2023 Participants

15

2023 Assets

$135,567

2023 Contributions

$55,945

Historical Graphs

Total Assets Over Time

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

$214,207$107,104$0201020172023YearValue
$135,567Latest year 2023

Participants Over Time

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

1580201020172023YearValue
15Latest year 2023

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
2023115$135,567$55,945$3,730iApproximate average salary by contribution assumption: employee only about $93,242 at 4% or $62,161 at 6%; with 50% employer match about $62,161 at 4% or $41,441 at 6%; with 100% employer match about $46,621 at 4% or $31,081 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-15$135,567$55,945$3,730iApproximate average salary by contribution assumption: employee only about $93,242 at 4% or $62,161 at 6%; with 50% employer match about $62,161 at 4% or $41,441 at 6%; with 100% employer match about $46,621 at 4% or $31,081 at 6%.
2022111$84,816$36,846$3,350iApproximate average salary by contribution assumption: employee only about $83,741 at 4% or $55,827 at 6%; with 50% employer match about $55,827 at 4% or $37,218 at 6%; with 100% employer match about $41,870 at 4% or $27,914 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-11$84,816$36,846$3,350iApproximate average salary by contribution assumption: employee only about $83,741 at 4% or $55,827 at 6%; with 50% employer match about $55,827 at 4% or $37,218 at 6%; with 100% employer match about $41,870 at 4% or $27,914 at 6%.
2021111$135,595$76,872$6,988iApproximate average salary by contribution assumption: employee only about $174,709 at 4% or $116,473 at 6%; with 50% employer match about $116,473 at 4% or $77,648 at 6%; with 100% employer match about $87,355 at 4% or $58,236 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-11$135,595$76,872$6,988iApproximate average salary by contribution assumption: employee only about $174,709 at 4% or $116,473 at 6%; with 50% employer match about $116,473 at 4% or $77,648 at 6%; with 100% employer match about $87,355 at 4% or $58,236 at 6%.
2020112$87,849$52,060$4,338iApproximate average salary by contribution assumption: employee only about $108,458 at 4% or $72,306 at 6%; with 50% employer match about $72,306 at 4% or $48,204 at 6%; with 100% employer match about $54,229 at 4% or $36,153 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-12$87,849$52,060$4,338iApproximate average salary by contribution assumption: employee only about $108,458 at 4% or $72,306 at 6%; with 50% employer match about $72,306 at 4% or $48,204 at 6%; with 100% employer match about $54,229 at 4% or $36,153 at 6%.
201918$131,791$4,799$600iApproximate average salary by contribution assumption: employee only about $14,997 at 4% or $9,998 at 6%; with 50% employer match about $9,998 at 4% or $6,665 at 6%; with 100% employer match about $7,498 at 4% or $4,999 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-8$131,791$4,799$600iApproximate average salary by contribution assumption: employee only about $14,997 at 4% or $9,998 at 6%; with 50% employer match about $9,998 at 4% or $6,665 at 6%; with 100% employer match about $7,498 at 4% or $4,999 at 6%.
201813$113,115$0-
John J Lee Dds 401 K Profit Sharing Plan Trust-3$113,115$0-
201715$198,685$20,466$4,093iApproximate average salary by contribution assumption: employee only about $102,330 at 4% or $68,220 at 6%; with 50% employer match about $68,220 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-5$198,685$20,466$4,093iApproximate average salary by contribution assumption: employee only about $102,330 at 4% or $68,220 at 6%; with 50% employer match about $68,220 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
201615$214,207$31,476$6,295iApproximate average salary by contribution assumption: employee only about $157,380 at 4% or $104,920 at 6%; with 50% employer match about $104,920 at 4% or $69,947 at 6%; with 100% employer match about $78,690 at 4% or $52,460 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-5$214,207$31,476$6,295iApproximate average salary by contribution assumption: employee only about $157,380 at 4% or $104,920 at 6%; with 50% employer match about $104,920 at 4% or $69,947 at 6%; with 100% employer match about $78,690 at 4% or $52,460 at 6%.
201516$66,932$21,086$3,514iApproximate average salary by contribution assumption: employee only about $87,858 at 4% or $58,572 at 6%; with 50% employer match about $58,572 at 4% or $39,048 at 6%; with 100% employer match about $43,929 at 4% or $29,286 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-6$66,932$21,086$3,514iApproximate average salary by contribution assumption: employee only about $87,858 at 4% or $58,572 at 6%; with 50% employer match about $58,572 at 4% or $39,048 at 6%; with 100% employer match about $43,929 at 4% or $29,286 at 6%.
201415$169,376$73,221$14,644iApproximate average salary by contribution assumption: employee only about $366,105 at 4% or $244,070 at 6%; with 50% employer match about $244,070 at 4% or $162,713 at 6%; with 100% employer match about $183,053 at 4% or $122,035 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-5$169,376$73,221$14,644iApproximate average salary by contribution assumption: employee only about $366,105 at 4% or $244,070 at 6%; with 50% employer match about $244,070 at 4% or $162,713 at 6%; with 100% employer match about $183,053 at 4% or $122,035 at 6%.
201316$99,029$21,088$3,515iApproximate average salary by contribution assumption: employee only about $87,867 at 4% or $58,578 at 6%; with 50% employer match about $58,578 at 4% or $39,052 at 6%; with 100% employer match about $43,933 at 4% or $29,289 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-6$99,029$21,088$3,515iApproximate average salary by contribution assumption: employee only about $87,867 at 4% or $58,578 at 6%; with 50% employer match about $58,578 at 4% or $39,052 at 6%; with 100% employer match about $43,933 at 4% or $29,289 at 6%.
201216$80,721$20,261$3,377iApproximate average salary by contribution assumption: employee only about $84,421 at 4% or $56,281 at 6%; with 50% employer match about $56,281 at 4% or $37,520 at 6%; with 100% employer match about $42,210 at 4% or $28,140 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-6$80,721$20,261$3,377iApproximate average salary by contribution assumption: employee only about $84,421 at 4% or $56,281 at 6%; with 50% employer match about $56,281 at 4% or $37,520 at 6%; with 100% employer match about $42,210 at 4% or $28,140 at 6%.
201016$11,023$10,695$1,783iApproximate average salary by contribution assumption: employee only about $44,563 at 4% or $29,708 at 6%; with 50% employer match about $29,708 at 4% or $19,806 at 6%; with 100% employer match about $22,281 at 4% or $14,854 at 6%.
John J Lee Dds 401 K Profit Sharing Plan Trust-6$11,023$10,695$1,783iApproximate average salary by contribution assumption: employee only about $44,563 at 4% or $29,708 at 6%; with 50% employer match about $29,708 at 4% or $19,806 at 6%; with 100% employer match about $22,281 at 4% or $14,854 at 6%.