KEVIN P. LEE DMD, INC.
Plan context: KEVIN P. LEE DMD, INC. 401(K) PLAN
EIN 86-1553738 • Chico, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$276,411
2025 Contributions
$70,372
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $276,411 | $70,372 | $8,797iApproximate average salary by contribution assumption: employee only about $219,913 at 4% or $146,608 at 6%; with 50% employer match about $146,608 at 4% or $97,739 at 6%; with 100% employer match about $109,956 at 4% or $73,304 at 6%. |
| KEVIN P. LEE DMD, INC. 401(K) PLAN | - | 8 | $276,411 | $70,372 | $8,797iApproximate average salary by contribution assumption: employee only about $219,913 at 4% or $146,608 at 6%; with 50% employer match about $146,608 at 4% or $97,739 at 6%; with 100% employer match about $109,956 at 4% or $73,304 at 6%. |
| 2024 | 1 | 8 | $169,465 | $68,148 | $8,519iApproximate average salary by contribution assumption: employee only about $212,963 at 4% or $141,975 at 6%; with 50% employer match about $141,975 at 4% or $94,650 at 6%; with 100% employer match about $106,481 at 4% or $70,988 at 6%. |
| KEVIN P. LEE DMD, INC. 401(K) PLAN | - | 8 | $169,465 | $68,148 | $8,519iApproximate average salary by contribution assumption: employee only about $212,963 at 4% or $141,975 at 6%; with 50% employer match about $141,975 at 4% or $94,650 at 6%; with 100% employer match about $106,481 at 4% or $70,988 at 6%. |
| 2023 | 1 | 8 | $87,122 | $50,928 | $6,366iApproximate average salary by contribution assumption: employee only about $159,150 at 4% or $106,100 at 6%; with 50% employer match about $106,100 at 4% or $70,733 at 6%; with 100% employer match about $79,575 at 4% or $53,050 at 6%. |
| KEVIN P. LEE DMD, INC. 401(K) PLAN | - | 8 | $87,122 | $50,928 | $6,366iApproximate average salary by contribution assumption: employee only about $159,150 at 4% or $106,100 at 6%; with 50% employer match about $106,100 at 4% or $70,733 at 6%; with 100% employer match about $79,575 at 4% or $53,050 at 6%. |
| 2022 | 1 | 8 | $32,092 | $36,818 | $4,602iApproximate average salary by contribution assumption: employee only about $115,056 at 4% or $76,704 at 6%; with 50% employer match about $76,704 at 4% or $51,136 at 6%; with 100% employer match about $57,528 at 4% or $38,352 at 6%. |
| KEVIN P. LEE DMD, INC. 401(K) PLAN | - | 8 | $32,092 | $36,818 | $4,602iApproximate average salary by contribution assumption: employee only about $115,056 at 4% or $76,704 at 6%; with 50% employer match about $76,704 at 4% or $51,136 at 6%; with 100% employer match about $57,528 at 4% or $38,352 at 6%. |
| 2021 | 1 | 3 | $1,018 | $1,007 | $336iApproximate average salary by contribution assumption: employee only about $8,392 at 4% or $5,594 at 6%; with 50% employer match about $5,594 at 4% or $3,730 at 6%; with 100% employer match about $4,196 at 4% or $2,797 at 6%. |
| KEVIN P. LEE DMD, INC. 401(K) PLAN | - | 3 | $1,018 | $1,007 | $336iApproximate average salary by contribution assumption: employee only about $8,392 at 4% or $5,594 at 6%; with 50% employer match about $5,594 at 4% or $3,730 at 6%; with 100% employer match about $4,196 at 4% or $2,797 at 6%. |