Civic Intelligence

Patrick C. Lee, D.D.S. M.S. Inc.

Plan context: Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan

EIN 90-0065456 • Fullerton, CA • 17 filings • 2 plans

1943 W. Malvern AvenueFullerton, CA 92833
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,341,439

2024 Contributions

$35,771

Historical Graphs

Total Assets Over Time

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

$1,957,622$978,811$0200820162024YearValue
$1,341,439Latest year 2024

Participants Over Time

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

740200820162024YearValue
7Latest year 2024

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
202417$1,341,439$35,771$5,110iApproximate average salary by contribution assumption: employee only about $127,754 at 4% or $85,169 at 6%; with 50% employer match about $85,169 at 4% or $56,779 at 6%; with 100% employer match about $63,877 at 4% or $42,585 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-7$1,341,439$35,771$5,110iApproximate average salary by contribution assumption: employee only about $127,754 at 4% or $85,169 at 6%; with 50% employer match about $85,169 at 4% or $56,779 at 6%; with 100% employer match about $63,877 at 4% or $42,585 at 6%.
202316$958,286$66,838$11,140iApproximate average salary by contribution assumption: employee only about $278,492 at 4% or $185,661 at 6%; with 50% employer match about $185,661 at 4% or $123,774 at 6%; with 100% employer match about $139,246 at 4% or $92,831 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-6$958,286$66,838$11,140iApproximate average salary by contribution assumption: employee only about $278,492 at 4% or $185,661 at 6%; with 50% employer match about $185,661 at 4% or $123,774 at 6%; with 100% employer match about $139,246 at 4% or $92,831 at 6%.
202215$921,408$69,942$13,988iApproximate average salary by contribution assumption: employee only about $349,710 at 4% or $233,140 at 6%; with 50% employer match about $233,140 at 4% or $155,427 at 6%; with 100% employer match about $174,855 at 4% or $116,570 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-5$921,408$69,942$13,988iApproximate average salary by contribution assumption: employee only about $349,710 at 4% or $233,140 at 6%; with 50% employer match about $233,140 at 4% or $155,427 at 6%; with 100% employer match about $174,855 at 4% or $116,570 at 6%.
202115$1,554,861$67,853$13,571iApproximate average salary by contribution assumption: employee only about $339,265 at 4% or $226,177 at 6%; with 50% employer match about $226,177 at 4% or $150,784 at 6%; with 100% employer match about $169,633 at 4% or $113,088 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-5$1,554,861$67,853$13,571iApproximate average salary by contribution assumption: employee only about $339,265 at 4% or $226,177 at 6%; with 50% employer match about $226,177 at 4% or $150,784 at 6%; with 100% employer match about $169,633 at 4% or $113,088 at 6%.
202014$1,957,622$87,314$21,829iApproximate average salary by contribution assumption: employee only about $545,713 at 4% or $363,808 at 6%; with 50% employer match about $363,808 at 4% or $242,539 at 6%; with 100% employer match about $272,856 at 4% or $181,904 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$1,957,622$87,314$21,829iApproximate average salary by contribution assumption: employee only about $545,713 at 4% or $363,808 at 6%; with 50% employer match about $363,808 at 4% or $242,539 at 6%; with 100% employer match about $272,856 at 4% or $181,904 at 6%.
201914$806,280$79,448$19,862iApproximate average salary by contribution assumption: employee only about $496,550 at 4% or $331,033 at 6%; with 50% employer match about $331,033 at 4% or $220,689 at 6%; with 100% employer match about $248,275 at 4% or $165,517 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$806,280$79,448$19,862iApproximate average salary by contribution assumption: employee only about $496,550 at 4% or $331,033 at 6%; with 50% employer match about $331,033 at 4% or $220,689 at 6%; with 100% employer match about $248,275 at 4% or $165,517 at 6%.
201813$596,667$45,090$15,030iApproximate average salary by contribution assumption: employee only about $375,750 at 4% or $250,500 at 6%; with 50% employer match about $250,500 at 4% or $167,000 at 6%; with 100% employer match about $187,875 at 4% or $125,250 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-3$596,667$45,090$15,030iApproximate average salary by contribution assumption: employee only about $375,750 at 4% or $250,500 at 6%; with 50% employer match about $250,500 at 4% or $167,000 at 6%; with 100% employer match about $187,875 at 4% or $125,250 at 6%.
201716$621,433$45,970$7,662iApproximate average salary by contribution assumption: employee only about $191,542 at 4% or $127,694 at 6%; with 50% employer match about $127,694 at 4% or $85,130 at 6%; with 100% employer match about $95,771 at 4% or $63,847 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-6$621,433$45,970$7,662iApproximate average salary by contribution assumption: employee only about $191,542 at 4% or $127,694 at 6%; with 50% employer match about $127,694 at 4% or $85,130 at 6%; with 100% employer match about $95,771 at 4% or $63,847 at 6%.
201612$480,453$40,212$20,106iApproximate average salary by contribution assumption: employee only about $502,650 at 4% or $335,100 at 6%; with 50% employer match about $335,100 at 4% or $223,400 at 6%; with 100% employer match about $251,325 at 4% or $167,550 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-2$480,453$40,212$20,106iApproximate average salary by contribution assumption: employee only about $502,650 at 4% or $335,100 at 6%; with 50% employer match about $335,100 at 4% or $223,400 at 6%; with 100% employer match about $251,325 at 4% or $167,550 at 6%.
201512$398,914$40,903$20,452iApproximate average salary by contribution assumption: employee only about $511,288 at 4% or $340,858 at 6%; with 50% employer match about $340,858 at 4% or $227,239 at 6%; with 100% employer match about $255,644 at 4% or $170,429 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-2$398,914$40,903$20,452iApproximate average salary by contribution assumption: employee only about $511,288 at 4% or $340,858 at 6%; with 50% employer match about $340,858 at 4% or $227,239 at 6%; with 100% employer match about $255,644 at 4% or $170,429 at 6%.
201414$412,177$41,327$10,332iApproximate average salary by contribution assumption: employee only about $258,294 at 4% or $172,196 at 6%; with 50% employer match about $172,196 at 4% or $114,797 at 6%; with 100% employer match about $129,147 at 4% or $86,098 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$412,177$41,327$10,332iApproximate average salary by contribution assumption: employee only about $258,294 at 4% or $172,196 at 6%; with 50% employer match about $172,196 at 4% or $114,797 at 6%; with 100% employer match about $129,147 at 4% or $86,098 at 6%.
201314$377,875$40,868$10,217iApproximate average salary by contribution assumption: employee only about $255,425 at 4% or $170,283 at 6%; with 50% employer match about $170,283 at 4% or $113,522 at 6%; with 100% employer match about $127,713 at 4% or $85,142 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$377,875$40,868$10,217iApproximate average salary by contribution assumption: employee only about $255,425 at 4% or $170,283 at 6%; with 50% employer match about $170,283 at 4% or $113,522 at 6%; with 100% employer match about $127,713 at 4% or $85,142 at 6%.
201213$302,399$43,076$14,359iApproximate average salary by contribution assumption: employee only about $358,967 at 4% or $239,311 at 6%; with 50% employer match about $239,311 at 4% or $159,541 at 6%; with 100% employer match about $179,483 at 4% or $119,656 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-3$302,399$43,076$14,359iApproximate average salary by contribution assumption: employee only about $358,967 at 4% or $239,311 at 6%; with 50% employer match about $239,311 at 4% or $159,541 at 6%; with 100% employer match about $179,483 at 4% or $119,656 at 6%.
201114$254,311$42,816$10,704iApproximate average salary by contribution assumption: employee only about $267,600 at 4% or $178,400 at 6%; with 50% employer match about $178,400 at 4% or $118,933 at 6%; with 100% employer match about $133,800 at 4% or $89,200 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$254,311$42,816$10,704iApproximate average salary by contribution assumption: employee only about $267,600 at 4% or $178,400 at 6%; with 50% employer match about $178,400 at 4% or $118,933 at 6%; with 100% employer match about $133,800 at 4% or $89,200 at 6%.
201014$242,380$39,663$9,916iApproximate average salary by contribution assumption: employee only about $247,894 at 4% or $165,263 at 6%; with 50% employer match about $165,263 at 4% or $110,175 at 6%; with 100% employer match about $123,947 at 4% or $82,631 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$242,380$39,663$9,916iApproximate average salary by contribution assumption: employee only about $247,894 at 4% or $165,263 at 6%; with 50% employer match about $165,263 at 4% or $110,175 at 6%; with 100% employer match about $123,947 at 4% or $82,631 at 6%.
200914$171,620$39,691$9,923iApproximate average salary by contribution assumption: employee only about $248,069 at 4% or $165,379 at 6%; with 50% employer match about $165,379 at 4% or $110,253 at 6%; with 100% employer match about $124,034 at 4% or $82,690 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$171,620$39,691$9,923iApproximate average salary by contribution assumption: employee only about $248,069 at 4% or $165,379 at 6%; with 50% employer match about $165,379 at 4% or $110,253 at 6%; with 100% employer match about $124,034 at 4% or $82,690 at 6%.
200814$89,979$39,609$9,902iApproximate average salary by contribution assumption: employee only about $247,556 at 4% or $165,038 at 6%; with 50% employer match about $165,038 at 4% or $110,025 at 6%; with 100% employer match about $123,778 at 4% or $82,519 at 6%.
Patrick C. Lee, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-4$89,979$39,609$9,902iApproximate average salary by contribution assumption: employee only about $247,556 at 4% or $165,038 at 6%; with 50% employer match about $165,038 at 4% or $110,025 at 6%; with 100% employer match about $123,778 at 4% or $82,519 at 6%.