Civic Intelligence

LIM Davis Lee Dds

Plan context: L. Davis Lee, D.D.S. Profit Sharing Plan

EIN 86-6091551 • Tucson, AZ • 22 filings • 6 plans

8401 East 22nd Street, Ste ATucson, AZ 85710-6595
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$3,450,867

2016 Contributions

$62,352

Historical Graphs

Total Assets Over Time

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

$3,450,867$1,725,434$0199920082016YearValue
$3,450,867Latest year 2016

Participants Over Time

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

420199920082016YearValue
4Latest year 2016

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
201624$3,450,867$62,352$15,588iApproximate average salary by contribution assumption: employee only about $389,700 at 4% or $259,800 at 6%; with 50% employer match about $259,800 at 4% or $173,200 at 6%; with 100% employer match about $194,850 at 4% or $129,900 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$3,450,867$62,352$15,588iApproximate average salary by contribution assumption: employee only about $389,700 at 4% or $259,800 at 6%; with 50% employer match about $259,800 at 4% or $173,200 at 6%; with 100% employer match about $194,850 at 4% or $129,900 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-0$0--
201513$3,031,818$57,112$19,037iApproximate average salary by contribution assumption: employee only about $475,933 at 4% or $317,289 at 6%; with 50% employer match about $317,289 at 4% or $211,526 at 6%; with 100% employer match about $237,967 at 4% or $158,644 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-3$3,031,818$57,112$19,037iApproximate average salary by contribution assumption: employee only about $475,933 at 4% or $317,289 at 6%; with 50% employer match about $317,289 at 4% or $211,526 at 6%; with 100% employer match about $237,967 at 4% or $158,644 at 6%.
201414$2,890,510$57,519$14,380iApproximate average salary by contribution assumption: employee only about $359,494 at 4% or $239,663 at 6%; with 50% employer match about $239,663 at 4% or $159,775 at 6%; with 100% employer match about $179,747 at 4% or $119,831 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$2,890,510$57,519$14,380iApproximate average salary by contribution assumption: employee only about $359,494 at 4% or $239,663 at 6%; with 50% employer match about $239,663 at 4% or $159,775 at 6%; with 100% employer match about $179,747 at 4% or $119,831 at 6%.
201314$2,628,989$60,084$15,021iApproximate average salary by contribution assumption: employee only about $375,525 at 4% or $250,350 at 6%; with 50% employer match about $250,350 at 4% or $166,900 at 6%; with 100% employer match about $187,763 at 4% or $125,175 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$2,628,989$60,084$15,021iApproximate average salary by contribution assumption: employee only about $375,525 at 4% or $250,350 at 6%; with 50% employer match about $250,350 at 4% or $166,900 at 6%; with 100% employer match about $187,763 at 4% or $125,175 at 6%.
201214$2,225,144$59,984$14,996iApproximate average salary by contribution assumption: employee only about $374,900 at 4% or $249,933 at 6%; with 50% employer match about $249,933 at 4% or $166,622 at 6%; with 100% employer match about $187,450 at 4% or $124,967 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$2,225,144$59,984$14,996iApproximate average salary by contribution assumption: employee only about $374,900 at 4% or $249,933 at 6%; with 50% employer match about $249,933 at 4% or $166,622 at 6%; with 100% employer match about $187,450 at 4% or $124,967 at 6%.
201114$1,986,888$57,935$14,484iApproximate average salary by contribution assumption: employee only about $362,094 at 4% or $241,396 at 6%; with 50% employer match about $241,396 at 4% or $160,931 at 6%; with 100% employer match about $181,047 at 4% or $120,698 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$1,986,888$57,935$14,484iApproximate average salary by contribution assumption: employee only about $362,094 at 4% or $241,396 at 6%; with 50% employer match about $241,396 at 4% or $160,931 at 6%; with 100% employer match about $181,047 at 4% or $120,698 at 6%.
201014$1,791,362$55,245$13,811iApproximate average salary by contribution assumption: employee only about $345,281 at 4% or $230,188 at 6%; with 50% employer match about $230,188 at 4% or $153,458 at 6%; with 100% employer match about $172,641 at 4% or $115,094 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$1,791,362$55,245$13,811iApproximate average salary by contribution assumption: employee only about $345,281 at 4% or $230,188 at 6%; with 50% employer match about $230,188 at 4% or $153,458 at 6%; with 100% employer match about $172,641 at 4% or $115,094 at 6%.
200914$1,632,438$57,999$14,500iApproximate average salary by contribution assumption: employee only about $362,494 at 4% or $241,663 at 6%; with 50% employer match about $241,663 at 4% or $161,108 at 6%; with 100% employer match about $181,247 at 4% or $120,831 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$1,632,438$57,999$14,500iApproximate average salary by contribution assumption: employee only about $362,494 at 4% or $241,663 at 6%; with 50% employer match about $241,663 at 4% or $161,108 at 6%; with 100% employer match about $181,247 at 4% or $120,831 at 6%.
200814$1,362,314$56,780$14,195iApproximate average salary by contribution assumption: employee only about $354,875 at 4% or $236,583 at 6%; with 50% employer match about $236,583 at 4% or $157,722 at 6%; with 100% employer match about $177,438 at 4% or $118,292 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$1,362,314$56,780$14,195iApproximate average salary by contribution assumption: employee only about $354,875 at 4% or $236,583 at 6%; with 50% employer match about $236,583 at 4% or $157,722 at 6%; with 100% employer match about $177,438 at 4% or $118,292 at 6%.
200714$1,763,159$55,237$13,809iApproximate average salary by contribution assumption: employee only about $345,231 at 4% or $230,154 at 6%; with 50% employer match about $230,154 at 4% or $153,436 at 6%; with 100% employer match about $172,616 at 4% or $115,077 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$1,763,159$55,237$13,809iApproximate average salary by contribution assumption: employee only about $345,231 at 4% or $230,154 at 6%; with 50% employer match about $230,154 at 4% or $153,436 at 6%; with 100% employer match about $172,616 at 4% or $115,077 at 6%.
200614$1,562,343$55,007$13,752iApproximate average salary by contribution assumption: employee only about $343,794 at 4% or $229,196 at 6%; with 50% employer match about $229,196 at 4% or $152,797 at 6%; with 100% employer match about $171,897 at 4% or $114,598 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$1,562,343$55,007$13,752iApproximate average salary by contribution assumption: employee only about $343,794 at 4% or $229,196 at 6%; with 50% employer match about $229,196 at 4% or $152,797 at 6%; with 100% employer match about $171,897 at 4% or $114,598 at 6%.
200514$1,397,590$50,456$12,614iApproximate average salary by contribution assumption: employee only about $315,350 at 4% or $210,233 at 6%; with 50% employer match about $210,233 at 4% or $140,156 at 6%; with 100% employer match about $157,675 at 4% or $105,117 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-4$1,397,590$50,456$12,614iApproximate average salary by contribution assumption: employee only about $315,350 at 4% or $210,233 at 6%; with 50% employer match about $210,233 at 4% or $140,156 at 6%; with 100% employer match about $157,675 at 4% or $105,117 at 6%.
200413$1,314,469$48,109$16,036iApproximate average salary by contribution assumption: employee only about $400,908 at 4% or $267,272 at 6%; with 50% employer match about $267,272 at 4% or $178,181 at 6%; with 100% employer match about $200,454 at 4% or $133,636 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-3$1,314,469$48,109$16,036iApproximate average salary by contribution assumption: employee only about $400,908 at 4% or $267,272 at 6%; with 50% employer match about $267,272 at 4% or $178,181 at 6%; with 100% employer match about $200,454 at 4% or $133,636 at 6%.
200313$1,195,662$46,577$15,526iApproximate average salary by contribution assumption: employee only about $388,142 at 4% or $258,761 at 6%; with 50% employer match about $258,761 at 4% or $172,507 at 6%; with 100% employer match about $194,071 at 4% or $129,381 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-3$1,195,662$46,577$15,526iApproximate average salary by contribution assumption: employee only about $388,142 at 4% or $258,761 at 6%; with 50% employer match about $258,761 at 4% or $172,507 at 6%; with 100% employer match about $194,071 at 4% or $129,381 at 6%.
200213$915,061$44,079$14,693iApproximate average salary by contribution assumption: employee only about $367,325 at 4% or $244,883 at 6%; with 50% employer match about $244,883 at 4% or $163,256 at 6%; with 100% employer match about $183,663 at 4% or $122,442 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-3$915,061$44,079$14,693iApproximate average salary by contribution assumption: employee only about $367,325 at 4% or $244,883 at 6%; with 50% employer match about $244,883 at 4% or $163,256 at 6%; with 100% employer match about $183,663 at 4% or $122,442 at 6%.
200122$1,200,532$357,378$178,689iApproximate average salary by contribution assumption: employee only about $4,467,225 at 4% or $2,978,150 at 6%; with 50% employer match about $2,978,150 at 4% or $1,985,433 at 6%; with 100% employer match about $2,233,613 at 4% or $1,489,075 at 6%.
L. Davis Lee, D.D.S. Profit Sharing Plan-2$1,200,532$357,378$178,689iApproximate average salary by contribution assumption: employee only about $4,467,225 at 4% or $2,978,150 at 6%; with 50% employer match about $2,978,150 at 4% or $1,985,433 at 6%; with 100% employer match about $2,233,613 at 4% or $1,489,075 at 6%.
Merrill Lynch Basic LIM Davis Lee Dds-0---
200022$994,966$16,744$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
Merrill Lynch Basic Profit Sharing Plan for LIM Davis Lee-2$994,966$16,744$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
Merrill Lynch Basic LIM Davis Lee Dds-2---
199922$1,347,847$36,175$18,088iApproximate average salary by contribution assumption: employee only about $452,188 at 4% or $301,458 at 6%; with 50% employer match about $301,458 at 4% or $200,972 at 6%; with 100% employer match about $226,094 at 4% or $150,729 at 6%.
Merrill Lynch Basic Profit Sharing Plan for LIM Davis Lee-2$1,084,501$21,705$10,853iApproximate average salary by contribution assumption: employee only about $271,313 at 4% or $180,875 at 6%; with 50% employer match about $180,875 at 4% or $120,583 at 6%; with 100% employer match about $135,656 at 4% or $90,438 at 6%.
Merrill Lynch Basic LIM Davis Lee Dds-2$263,346$14,470$7,235iApproximate average salary by contribution assumption: employee only about $180,875 at 4% or $120,583 at 6%; with 50% employer match about $120,583 at 4% or $80,389 at 6%; with 100% employer match about $90,438 at 4% or $60,292 at 6%.