Civic Intelligence

Richard J. Lee, DDS, Inc.

Plan context: Richard J Lee Dds Inc 401K Profit Sharing Plan Trust

EIN 77-0631223 • 9 filings • 3 plans

Current Snapshot

Latest Year

2012

2012 Participants

6

2012 Assets

$2,908,163

2012 Contributions

$92,324

Historical Graphs

Total Assets Over Time

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

$2,908,163$1,454,082$0200420082011YearValue
$2,908,163Latest year 2011

Participants Over Time

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

630200420082011YearValue
6Latest year 2011

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
201210$0$0-
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-0---
201116$2,908,163$92,324$15,387iApproximate average salary by contribution assumption: employee only about $384,683 at 4% or $256,456 at 6%; with 50% employer match about $256,456 at 4% or $170,970 at 6%; with 100% employer match about $192,342 at 4% or $128,228 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-6$2,908,163$92,324$15,387iApproximate average salary by contribution assumption: employee only about $384,683 at 4% or $256,456 at 6%; with 50% employer match about $256,456 at 4% or $170,970 at 6%; with 100% employer match about $192,342 at 4% or $128,228 at 6%.
201016$2,844,243$93,192$15,532iApproximate average salary by contribution assumption: employee only about $388,300 at 4% or $258,867 at 6%; with 50% employer match about $258,867 at 4% or $172,578 at 6%; with 100% employer match about $194,150 at 4% or $129,433 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-6$2,844,243$93,192$15,532iApproximate average salary by contribution assumption: employee only about $388,300 at 4% or $258,867 at 6%; with 50% employer match about $258,867 at 4% or $172,578 at 6%; with 100% employer match about $194,150 at 4% or $129,433 at 6%.
200915$2,514,461$93,215$18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-5$2,514,461$93,215$18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%.
200815$1,881,861$87,752$17,550iApproximate average salary by contribution assumption: employee only about $438,760 at 4% or $292,507 at 6%; with 50% employer match about $292,507 at 4% or $195,004 at 6%; with 100% employer match about $219,380 at 4% or $146,253 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-5$1,881,861$87,752$17,550iApproximate average salary by contribution assumption: employee only about $438,760 at 4% or $292,507 at 6%; with 50% employer match about $292,507 at 4% or $195,004 at 6%; with 100% employer match about $219,380 at 4% or $146,253 at 6%.
200715$2,844,004$87,463$17,493iApproximate average salary by contribution assumption: employee only about $437,315 at 4% or $291,543 at 6%; with 50% employer match about $291,543 at 4% or $194,362 at 6%; with 100% employer match about $218,657 at 4% or $145,772 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-5$2,844,004$87,463$17,493iApproximate average salary by contribution assumption: employee only about $437,315 at 4% or $291,543 at 6%; with 50% employer match about $291,543 at 4% or $194,362 at 6%; with 100% employer match about $218,657 at 4% or $145,772 at 6%.
200615$2,432,982$2,062,648$412,530iApproximate average salary by contribution assumption: employee only about $10,313,240 at 4% or $6,875,493 at 6%; with 50% employer match about $6,875,493 at 4% or $4,583,662 at 6%; with 100% employer match about $5,156,620 at 4% or $3,437,747 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-5$2,432,982$2,062,648$412,530iApproximate average salary by contribution assumption: employee only about $10,313,240 at 4% or $6,875,493 at 6%; with 50% employer match about $6,875,493 at 4% or $4,583,662 at 6%; with 100% employer match about $5,156,620 at 4% or $3,437,747 at 6%.
200514$139,491$81,299$20,325iApproximate average salary by contribution assumption: employee only about $508,119 at 4% or $338,746 at 6%; with 50% employer match about $338,746 at 4% or $225,831 at 6%; with 100% employer match about $254,059 at 4% or $169,373 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-4$139,491$81,299$20,325iApproximate average salary by contribution assumption: employee only about $508,119 at 4% or $338,746 at 6%; with 50% employer match about $338,746 at 4% or $225,831 at 6%; with 100% employer match about $254,059 at 4% or $169,373 at 6%.
200415$52,958$53,002$10,600iApproximate average salary by contribution assumption: employee only about $265,010 at 4% or $176,673 at 6%; with 50% employer match about $176,673 at 4% or $117,782 at 6%; with 100% employer match about $132,505 at 4% or $88,337 at 6%.
Richard J Lee Dds Inc 401K Profit Sharing Plan Trust-5$52,958$53,002$10,600iApproximate average salary by contribution assumption: employee only about $265,010 at 4% or $176,673 at 6%; with 50% employer match about $176,673 at 4% or $117,782 at 6%; with 100% employer match about $132,505 at 4% or $88,337 at 6%.