Terry J. Lee, D.D.S., P.A.
Plan context: Terry J. Lee, D.D.S., P.A. Profit Sharing Plan
EIN 86-0914721 • Mesa, AZ • 14 filings • 4 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$447,865
2010 Contributions
$5,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 0 | - | - | - |
| 2009 | 1 | 3 | $447,865 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 3 | $447,865 | - | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 5 | $544,945 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 5 | $544,945 | - | - |
| 2005 | 1 | 5 | $493,813 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 5 | $493,813 | - | - |
| 2004 | 1 | 6 | $463,046 | $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%. |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 6 | $463,046 | $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%. |
| 2003 | 1 | 6 | $415,957 | $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%. |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 6 | $415,957 | $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%. |
| 2002 | 2 | 7 | $194,266 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 7 | $194,266 | - | - |
| Terry J. Lee, D.D.S., P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 5 | - | - | - |
| Terry J. Lee, D.D.S., P.A. Money Purchase Pension Plan | - | 5 | - | - | - |
| 2000 | 2 | 5 | $511,835 | $37,054 | $7,411iApproximate average salary by contribution assumption: employee only about $185,270 at 4% or $123,513 at 6%; with 50% employer match about $123,513 at 4% or $82,342 at 6%; with 100% employer match about $92,635 at 4% or $61,757 at 6%. |
| Terry J. Lee, D.D.S., P.A. Profit Sharing Plan | - | 5 | $308,112 | $22,601 | $4,520iApproximate average salary by contribution assumption: employee only about $113,005 at 4% or $75,337 at 6%; with 50% employer match about $75,337 at 4% or $50,224 at 6%; with 100% employer match about $56,503 at 4% or $37,668 at 6%. |
| Terry J. Lee, D.D.S., P.A. Money Purchase Pension Plan | - | 5 | $203,723 | $14,453 | $2,891iApproximate average salary by contribution assumption: employee only about $72,265 at 4% or $48,177 at 6%; with 50% employer match about $48,177 at 4% or $32,118 at 6%; with 100% employer match about $36,133 at 4% or $24,088 at 6%. |