Civic Intelligence

Paul Lee, D.D.S. Inc.

Plan context: Paul Lee, D.D.S. Inc. Defined Benefit Plan

EIN 77-0493832 • Saratoga, CA • 24 filings • 4 plans

20811 Russell CourtSaratoga, CA 95070
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$1,981,078

2016 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$3,414,207$1,707,104$0200320092015YearValue
$1,981,078Latest year 2015

Participants Over Time

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

840200320092015YearValue
8Latest year 2015

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
201610$0$200,000-
Paul Lee, D.D.S. Inc. Defined Benefit Plan-0$0$200,000-
201528$1,981,078$321,976$40,247iApproximate average salary by contribution assumption: employee only about $1,006,175 at 4% or $670,783 at 6%; with 50% employer match about $670,783 at 4% or $447,189 at 6%; with 100% employer match about $503,088 at 4% or $335,392 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-8$1,981,078$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-0$0$71,976-
201427$3,414,207$323,270$46,181iApproximate average salary by contribution assumption: employee only about $1,154,536 at 4% or $769,690 at 6%; with 50% employer match about $769,690 at 4% or $513,127 at 6%; with 100% employer match about $577,268 at 4% or $384,845 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-7$1,838,806$230,000$32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-7$1,575,401$93,270$13,324iApproximate average salary by contribution assumption: employee only about $333,107 at 4% or $222,071 at 6%; with 50% employer match about $222,071 at 4% or $148,048 at 6%; with 100% employer match about $166,554 at 4% or $111,036 at 6%.
201328$2,895,921$358,026$44,753iApproximate average salary by contribution assumption: employee only about $1,118,831 at 4% or $745,888 at 6%; with 50% employer match about $745,888 at 4% or $497,258 at 6%; with 100% employer match about $559,416 at 4% or $372,944 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-7$1,462,317$260,000$37,143iApproximate average salary by contribution assumption: employee only about $928,571 at 4% or $619,048 at 6%; with 50% employer match about $619,048 at 4% or $412,698 at 6%; with 100% employer match about $464,286 at 4% or $309,524 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-8$1,433,604$98,026$12,253iApproximate average salary by contribution assumption: employee only about $306,331 at 4% or $204,221 at 6%; with 50% employer match about $204,221 at 4% or $136,147 at 6%; with 100% employer match about $153,166 at 4% or $102,110 at 6%.
201228$2,269,006$357,168$44,646iApproximate average salary by contribution assumption: employee only about $1,116,150 at 4% or $744,100 at 6%; with 50% employer match about $744,100 at 4% or $496,067 at 6%; with 100% employer match about $558,075 at 4% or $372,050 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-8$1,177,832$97,168$12,146iApproximate average salary by contribution assumption: employee only about $303,650 at 4% or $202,433 at 6%; with 50% employer match about $202,433 at 4% or $134,956 at 6%; with 100% employer match about $151,825 at 4% or $101,217 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-8$1,091,174$260,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201128$1,806,350$345,903$43,238iApproximate average salary by contribution assumption: employee only about $1,080,947 at 4% or $720,631 at 6%; with 50% employer match about $720,631 at 4% or $480,421 at 6%; with 100% employer match about $540,473 at 4% or $360,316 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-8$992,890$95,903$11,988iApproximate average salary by contribution assumption: employee only about $299,697 at 4% or $199,798 at 6%; with 50% employer match about $199,798 at 4% or $133,199 at 6%; with 100% employer match about $149,848 at 4% or $99,899 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-8$813,460$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
201038$1,624,854$272,682$34,085iApproximate average salary by contribution assumption: employee only about $852,131 at 4% or $568,088 at 6%; with 50% employer match about $568,088 at 4% or $378,725 at 6%; with 100% employer match about $426,066 at 4% or $284,044 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-7$1,007,615$104,682$14,955iApproximate average salary by contribution assumption: employee only about $373,864 at 4% or $249,243 at 6%; with 50% employer match about $249,243 at 4% or $166,162 at 6%; with 100% employer match about $186,932 at 4% or $124,621 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-8$617,239$168,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-0$0$0-
200928$1,402,003$277,138$34,642iApproximate average salary by contribution assumption: employee only about $866,056 at 4% or $577,371 at 6%; with 50% employer match about $577,371 at 4% or $384,914 at 6%; with 100% employer match about $433,028 at 4% or $288,685 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-7$971,081$112,138$16,020iApproximate average salary by contribution assumption: employee only about $400,493 at 4% or $266,995 at 6%; with 50% employer match about $266,995 at 4% or $177,997 at 6%; with 100% employer match about $200,246 at 4% or $133,498 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-8$430,922$165,000$20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%.
200828$881,745$429,696$53,712iApproximate average salary by contribution assumption: employee only about $1,342,800 at 4% or $895,200 at 6%; with 50% employer match about $895,200 at 4% or $596,800 at 6%; with 100% employer match about $671,400 at 4% or $447,600 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-8$643,938$273,241$34,155iApproximate average salary by contribution assumption: employee only about $853,878 at 4% or $569,252 at 6%; with 50% employer match about $569,252 at 4% or $379,501 at 6%; with 100% employer match about $426,939 at 4% or $284,626 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-8$237,807$156,455$19,557iApproximate average salary by contribution assumption: employee only about $488,922 at 4% or $325,948 at 6%; with 50% employer match about $325,948 at 4% or $217,299 at 6%; with 100% employer match about $244,461 at 4% or $162,974 at 6%.
200728$812,471$253,014$31,627iApproximate average salary by contribution assumption: employee only about $790,669 at 4% or $527,113 at 6%; with 50% employer match about $527,113 at 4% or $351,408 at 6%; with 100% employer match about $395,334 at 4% or $263,556 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-8$682,638$123,181$15,398iApproximate average salary by contribution assumption: employee only about $384,941 at 4% or $256,627 at 6%; with 50% employer match about $256,627 at 4% or $171,085 at 6%; with 100% employer match about $192,470 at 4% or $128,314 at 6%.
Paul Lee, D.D.S. Inc. Defined Benefit Plan-8$129,833$129,833$16,229iApproximate average salary by contribution assumption: employee only about $405,728 at 4% or $270,485 at 6%; with 50% employer match about $270,485 at 4% or $180,324 at 6%; with 100% employer match about $202,864 at 4% or $135,243 at 6%.
200617$487,252$121,118$17,303iApproximate average salary by contribution assumption: employee only about $432,564 at 4% or $288,376 at 6%; with 50% employer match about $288,376 at 4% or $192,251 at 6%; with 100% employer match about $216,282 at 4% or $144,188 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-7$487,252$121,118$17,303iApproximate average salary by contribution assumption: employee only about $432,564 at 4% or $288,376 at 6%; with 50% employer match about $288,376 at 4% or $192,251 at 6%; with 100% employer match about $216,282 at 4% or $144,188 at 6%.
200517$327,161$122,374$17,482iApproximate average salary by contribution assumption: employee only about $437,050 at 4% or $291,367 at 6%; with 50% employer match about $291,367 at 4% or $194,244 at 6%; with 100% employer match about $218,525 at 4% or $145,683 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-7$327,161$122,374$17,482iApproximate average salary by contribution assumption: employee only about $437,050 at 4% or $291,367 at 6%; with 50% employer match about $291,367 at 4% or $194,244 at 6%; with 100% employer match about $218,525 at 4% or $145,683 at 6%.
200418$192,101$108,316$13,540iApproximate average salary by contribution assumption: employee only about $338,488 at 4% or $225,658 at 6%; with 50% employer match about $225,658 at 4% or $150,439 at 6%; with 100% employer match about $169,244 at 4% or $112,829 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-8$192,101$108,316$13,540iApproximate average salary by contribution assumption: employee only about $338,488 at 4% or $225,658 at 6%; with 50% employer match about $225,658 at 4% or $150,439 at 6%; with 100% employer match about $169,244 at 4% or $112,829 at 6%.
200318$73,933$73,926$9,241iApproximate average salary by contribution assumption: employee only about $231,019 at 4% or $154,013 at 6%; with 50% employer match about $154,013 at 4% or $102,675 at 6%; with 100% employer match about $115,509 at 4% or $77,006 at 6%.
Paul Lee, D.D.S. Inc. 401(K) Plan-8$73,933$73,926$9,241iApproximate average salary by contribution assumption: employee only about $231,019 at 4% or $154,013 at 6%; with 50% employer match about $154,013 at 4% or $102,675 at 6%; with 100% employer match about $115,509 at 4% or $77,006 at 6%.