Civic Intelligence

Lee H. Sarty, D.D.S. Inc.

Plan context: Lee H. Sarty Inc. Profit Sharing Plan

EIN 94-2394486 • Concord, CA • 26 filings • 2 plans

2975 Treat Blvd., Ste. B-3Concord, CA 94518-3631
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,965,338

2024 Contributions

$113,740

Historical Graphs

Total Assets Over Time

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

$2,986,399$1,493,200$0199920132024YearValue
$1,965,338Latest year 2024

Participants Over Time

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

740199920122024YearValue
4Latest 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
202414$1,965,338$113,740$28,435iApproximate average salary by contribution assumption: employee only about $710,875 at 4% or $473,917 at 6%; with 50% employer match about $473,917 at 4% or $315,944 at 6%; with 100% employer match about $355,438 at 4% or $236,958 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-4$1,965,338$113,740$28,435iApproximate average salary by contribution assumption: employee only about $710,875 at 4% or $473,917 at 6%; with 50% employer match about $473,917 at 4% or $315,944 at 6%; with 100% employer match about $355,438 at 4% or $236,958 at 6%.
202314$1,563,979$76,110$19,028iApproximate average salary by contribution assumption: employee only about $475,688 at 4% or $317,125 at 6%; with 50% employer match about $317,125 at 4% or $211,417 at 6%; with 100% employer match about $237,844 at 4% or $158,563 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-4$1,563,979$76,110$19,028iApproximate average salary by contribution assumption: employee only about $475,688 at 4% or $317,125 at 6%; with 50% employer match about $317,125 at 4% or $211,417 at 6%; with 100% employer match about $237,844 at 4% or $158,563 at 6%.
202215$1,199,094$97,767$19,553iApproximate average salary by contribution assumption: employee only about $488,835 at 4% or $325,890 at 6%; with 50% employer match about $325,890 at 4% or $217,260 at 6%; with 100% employer match about $244,418 at 4% or $162,945 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-5$1,199,094$97,767$19,553iApproximate average salary by contribution assumption: employee only about $488,835 at 4% or $325,890 at 6%; with 50% employer match about $325,890 at 4% or $217,260 at 6%; with 100% employer match about $244,418 at 4% or $162,945 at 6%.
202115$1,470,119$92,562$18,512iApproximate average salary by contribution assumption: employee only about $462,810 at 4% or $308,540 at 6%; with 50% employer match about $308,540 at 4% or $205,693 at 6%; with 100% employer match about $231,405 at 4% or $154,270 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-5$1,470,119$92,562$18,512iApproximate average salary by contribution assumption: employee only about $462,810 at 4% or $308,540 at 6%; with 50% employer match about $308,540 at 4% or $205,693 at 6%; with 100% employer match about $231,405 at 4% or $154,270 at 6%.
202014$1,149,539$57,253$14,313iApproximate average salary by contribution assumption: employee only about $357,831 at 4% or $238,554 at 6%; with 50% employer match about $238,554 at 4% or $159,036 at 6%; with 100% employer match about $178,916 at 4% or $119,277 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-4$1,149,539$57,253$14,313iApproximate average salary by contribution assumption: employee only about $357,831 at 4% or $238,554 at 6%; with 50% employer match about $238,554 at 4% or $159,036 at 6%; with 100% employer match about $178,916 at 4% or $119,277 at 6%.
201915$844,561$88,875$17,775iApproximate average salary by contribution assumption: employee only about $444,375 at 4% or $296,250 at 6%; with 50% employer match about $296,250 at 4% or $197,500 at 6%; with 100% employer match about $222,188 at 4% or $148,125 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-5$844,561$88,875$17,775iApproximate average salary by contribution assumption: employee only about $444,375 at 4% or $296,250 at 6%; with 50% employer match about $296,250 at 4% or $197,500 at 6%; with 100% employer match about $222,188 at 4% or $148,125 at 6%.
201815$595,169$91,168$18,234iApproximate average salary by contribution assumption: employee only about $455,840 at 4% or $303,893 at 6%; with 50% employer match about $303,893 at 4% or $202,596 at 6%; with 100% employer match about $227,920 at 4% or $151,947 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-5$595,169$91,168$18,234iApproximate average salary by contribution assumption: employee only about $455,840 at 4% or $303,893 at 6%; with 50% employer match about $303,893 at 4% or $202,596 at 6%; with 100% employer match about $227,920 at 4% or $151,947 at 6%.
201714$557,378$53,211$13,303iApproximate average salary by contribution assumption: employee only about $332,569 at 4% or $221,713 at 6%; with 50% employer match about $221,713 at 4% or $147,808 at 6%; with 100% employer match about $166,284 at 4% or $110,856 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-4$557,378$53,211$13,303iApproximate average salary by contribution assumption: employee only about $332,569 at 4% or $221,713 at 6%; with 50% employer match about $221,713 at 4% or $147,808 at 6%; with 100% employer match about $166,284 at 4% or $110,856 at 6%.
201617$428,367$94,915$13,559iApproximate average salary by contribution assumption: employee only about $338,982 at 4% or $225,988 at 6%; with 50% employer match about $225,988 at 4% or $150,659 at 6%; with 100% employer match about $169,491 at 4% or $112,994 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-7$428,367$94,915$13,559iApproximate average salary by contribution assumption: employee only about $338,982 at 4% or $225,988 at 6%; with 50% employer match about $225,988 at 4% or $150,659 at 6%; with 100% employer match about $169,491 at 4% or $112,994 at 6%.
201513$299,130$62,896$20,965iApproximate average salary by contribution assumption: employee only about $524,133 at 4% or $349,422 at 6%; with 50% employer match about $349,422 at 4% or $232,948 at 6%; with 100% employer match about $262,067 at 4% or $174,711 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-3$299,130$62,896$20,965iApproximate average salary by contribution assumption: employee only about $524,133 at 4% or $349,422 at 6%; with 50% employer match about $349,422 at 4% or $232,948 at 6%; with 100% employer match about $262,067 at 4% or $174,711 at 6%.
201413$268,698$31,389$10,463iApproximate average salary by contribution assumption: employee only about $261,575 at 4% or $174,383 at 6%; with 50% employer match about $174,383 at 4% or $116,256 at 6%; with 100% employer match about $130,788 at 4% or $87,192 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-3$268,698$31,389$10,463iApproximate average salary by contribution assumption: employee only about $261,575 at 4% or $174,383 at 6%; with 50% employer match about $174,383 at 4% or $116,256 at 6%; with 100% employer match about $130,788 at 4% or $87,192 at 6%.
201313$224,195$30,965$10,322iApproximate average salary by contribution assumption: employee only about $258,042 at 4% or $172,028 at 6%; with 50% employer match about $172,028 at 4% or $114,685 at 6%; with 100% employer match about $129,021 at 4% or $86,014 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-3$224,195$30,965$10,322iApproximate average salary by contribution assumption: employee only about $258,042 at 4% or $172,028 at 6%; with 50% employer match about $172,028 at 4% or $114,685 at 6%; with 100% employer match about $129,021 at 4% or $86,014 at 6%.
201216$162,578$58,849$9,808iApproximate average salary by contribution assumption: employee only about $245,204 at 4% or $163,469 at 6%; with 50% employer match about $163,469 at 4% or $108,980 at 6%; with 100% employer match about $122,602 at 4% or $81,735 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-6$162,578$58,849$9,808iApproximate average salary by contribution assumption: employee only about $245,204 at 4% or $163,469 at 6%; with 50% employer match about $163,469 at 4% or $108,980 at 6%; with 100% employer match about $122,602 at 4% or $81,735 at 6%.
201116$95,043$56,902$9,484iApproximate average salary by contribution assumption: employee only about $237,092 at 4% or $158,061 at 6%; with 50% employer match about $158,061 at 4% or $105,374 at 6%; with 100% employer match about $118,546 at 4% or $79,031 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-6$95,043$56,902$9,484iApproximate average salary by contribution assumption: employee only about $237,092 at 4% or $158,061 at 6%; with 50% employer match about $158,061 at 4% or $105,374 at 6%; with 100% employer match about $118,546 at 4% or $79,031 at 6%.
201015$2,986,399$57,808$11,562iApproximate average salary by contribution assumption: employee only about $289,040 at 4% or $192,693 at 6%; with 50% employer match about $192,693 at 4% or $128,462 at 6%; with 100% employer match about $144,520 at 4% or $96,347 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-5$2,986,399$57,808$11,562iApproximate average salary by contribution assumption: employee only about $289,040 at 4% or $192,693 at 6%; with 50% employer match about $192,693 at 4% or $128,462 at 6%; with 100% employer match about $144,520 at 4% or $96,347 at 6%.
200914$2,616,409$56,673$14,168iApproximate average salary by contribution assumption: employee only about $354,206 at 4% or $236,138 at 6%; with 50% employer match about $236,138 at 4% or $157,425 at 6%; with 100% employer match about $177,103 at 4% or $118,069 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-4$2,616,409$56,673$14,168iApproximate average salary by contribution assumption: employee only about $354,206 at 4% or $236,138 at 6%; with 50% employer match about $236,138 at 4% or $157,425 at 6%; with 100% employer match about $177,103 at 4% or $118,069 at 6%.
200816$2,220,462$54,694$9,116iApproximate average salary by contribution assumption: employee only about $227,892 at 4% or $151,928 at 6%; with 50% employer match about $151,928 at 4% or $101,285 at 6%; with 100% employer match about $113,946 at 4% or $75,964 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-6$2,220,462$54,694$9,116iApproximate average salary by contribution assumption: employee only about $227,892 at 4% or $151,928 at 6%; with 50% employer match about $151,928 at 4% or $101,285 at 6%; with 100% employer match about $113,946 at 4% or $75,964 at 6%.
200716$2,740,385$53,957$8,993iApproximate average salary by contribution assumption: employee only about $224,821 at 4% or $149,881 at 6%; with 50% employer match about $149,881 at 4% or $99,920 at 6%; with 100% employer match about $112,410 at 4% or $74,940 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-6$2,740,385$53,957$8,993iApproximate average salary by contribution assumption: employee only about $224,821 at 4% or $149,881 at 6%; with 50% employer match about $149,881 at 4% or $99,920 at 6%; with 100% employer match about $112,410 at 4% or $74,940 at 6%.
200616$2,534,691$49,131$8,189iApproximate average salary by contribution assumption: employee only about $204,713 at 4% or $136,475 at 6%; with 50% employer match about $136,475 at 4% or $90,983 at 6%; with 100% employer match about $102,356 at 4% or $68,238 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-6$2,534,691$49,131$8,189iApproximate average salary by contribution assumption: employee only about $204,713 at 4% or $136,475 at 6%; with 50% employer match about $136,475 at 4% or $90,983 at 6%; with 100% employer match about $102,356 at 4% or $68,238 at 6%.
200516$2,260,735$59,500$9,917iApproximate average salary by contribution assumption: employee only about $247,917 at 4% or $165,278 at 6%; with 50% employer match about $165,278 at 4% or $110,185 at 6%; with 100% employer match about $123,958 at 4% or $82,639 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-6$2,260,735$59,500$9,917iApproximate average salary by contribution assumption: employee only about $247,917 at 4% or $165,278 at 6%; with 50% employer match about $165,278 at 4% or $110,185 at 6%; with 100% employer match about $123,958 at 4% or $82,639 at 6%.
200417$2,093,976$85,149$12,164iApproximate average salary by contribution assumption: employee only about $304,104 at 4% or $202,736 at 6%; with 50% employer match about $202,736 at 4% or $135,157 at 6%; with 100% employer match about $152,052 at 4% or $101,368 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-7$2,093,976$85,149$12,164iApproximate average salary by contribution assumption: employee only about $304,104 at 4% or $202,736 at 6%; with 50% employer match about $202,736 at 4% or $135,157 at 6%; with 100% employer match about $152,052 at 4% or $101,368 at 6%.
200317$1,851,800$87,109$12,444iApproximate average salary by contribution assumption: employee only about $311,104 at 4% or $207,402 at 6%; with 50% employer match about $207,402 at 4% or $138,268 at 6%; with 100% employer match about $155,552 at 4% or $103,701 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-7$1,851,800$87,109$12,444iApproximate average salary by contribution assumption: employee only about $311,104 at 4% or $207,402 at 6%; with 50% employer match about $207,402 at 4% or $138,268 at 6%; with 100% employer match about $155,552 at 4% or $103,701 at 6%.
200213$1,500,460$43,300$14,433iApproximate average salary by contribution assumption: employee only about $360,833 at 4% or $240,556 at 6%; with 50% employer match about $240,556 at 4% or $160,370 at 6%; with 100% employer match about $180,417 at 4% or $120,278 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-3$1,500,460$43,300$14,433iApproximate average salary by contribution assumption: employee only about $360,833 at 4% or $240,556 at 6%; with 50% employer match about $240,556 at 4% or $160,370 at 6%; with 100% employer match about $180,417 at 4% or $120,278 at 6%.
200113$0$0-
Lee H. Sarty Inc. Profit Sharing Plan-3---
200014$0$0-
Lee H. Sarty Inc. Profit Sharing Plan-4---
199914$2,338,193$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Lee H. Sarty Inc. Profit Sharing Plan-4$2,338,193$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.