H. Wesley Yee, D.D.S.
Plan context: H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement
EIN 94-2636963 • Sacramento, CA • 44 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$4,878,519
2024 Contributions
$28,141
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 0 | $0 | - | - |
| 2023 | 1 | 5 | $4,878,519 | $28,141 | $5,628iApproximate average salary by contribution assumption: employee only about $140,705 at 4% or $93,803 at 6%; with 50% employer match about $93,803 at 4% or $62,536 at 6%; with 100% employer match about $70,353 at 4% or $46,902 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 5 | $4,878,519 | $28,141 | $5,628iApproximate average salary by contribution assumption: employee only about $140,705 at 4% or $93,803 at 6%; with 50% employer match about $93,803 at 4% or $62,536 at 6%; with 100% employer match about $70,353 at 4% or $46,902 at 6%. |
| 2022 | 2 | 5 | $3,542,579 | $70,357 | $14,071iApproximate average salary by contribution assumption: employee only about $351,785 at 4% or $234,523 at 6%; with 50% employer match about $234,523 at 4% or $156,349 at 6%; with 100% employer match about $175,893 at 4% or $117,262 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 5 | $3,542,579 | $70,357 | $14,071iApproximate average salary by contribution assumption: employee only about $351,785 at 4% or $234,523 at 6%; with 50% employer match about $234,523 at 4% or $156,349 at 6%; with 100% employer match about $175,893 at 4% or $117,262 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2021 | 2 | 5 | $7,728,379 | $17,689 | $3,538iApproximate average salary by contribution assumption: employee only about $88,445 at 4% or $58,963 at 6%; with 50% employer match about $58,963 at 4% or $39,309 at 6%; with 100% employer match about $44,223 at 4% or $29,482 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 5 | $4,700,083 | $17,689 | $3,538iApproximate average salary by contribution assumption: employee only about $88,445 at 4% or $58,963 at 6%; with 50% employer match about $58,963 at 4% or $39,309 at 6%; with 100% employer match about $44,223 at 4% or $29,482 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 4 | $3,028,296 | $0 | - |
| 2020 | 2 | 5 | $6,505,097 | $59,979 | $11,996iApproximate average salary by contribution assumption: employee only about $299,895 at 4% or $199,930 at 6%; with 50% employer match about $199,930 at 4% or $133,287 at 6%; with 100% employer match about $149,948 at 4% or $99,965 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 5 | $3,853,324 | $59,979 | $11,996iApproximate average salary by contribution assumption: employee only about $299,895 at 4% or $199,930 at 6%; with 50% employer match about $199,930 at 4% or $133,287 at 6%; with 100% employer match about $149,948 at 4% or $99,965 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 4 | $2,651,773 | $0 | - |
| 2019 | 2 | 5 | $5,072,102 | $33,716 | $6,743iApproximate average salary by contribution assumption: employee only about $168,580 at 4% or $112,387 at 6%; with 50% employer match about $112,387 at 4% or $74,924 at 6%; with 100% employer match about $84,290 at 4% or $56,193 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 5 | $2,971,005 | $33,716 | $6,743iApproximate average salary by contribution assumption: employee only about $168,580 at 4% or $112,387 at 6%; with 50% employer match about $112,387 at 4% or $74,924 at 6%; with 100% employer match about $84,290 at 4% or $56,193 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 4 | $2,101,097 | $0 | - |
| 2018 | 2 | 5 | $3,928,513 | $120,539 | $24,108iApproximate average salary by contribution assumption: employee only about $602,695 at 4% or $401,797 at 6%; with 50% employer match about $401,797 at 4% or $267,864 at 6%; with 100% employer match about $301,348 at 4% or $200,898 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 5 | $2,316,266 | $30,539 | $6,108iApproximate average salary by contribution assumption: employee only about $152,695 at 4% or $101,797 at 6%; with 50% employer match about $101,797 at 4% or $67,864 at 6%; with 100% employer match about $76,348 at 4% or $50,898 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 3 | $1,612,247 | $90,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2017 | 2 | 6 | $4,697,706 | $132,179 | $22,030iApproximate average salary by contribution assumption: employee only about $550,746 at 4% or $367,164 at 6%; with 50% employer match about $367,164 at 4% or $244,776 at 6%; with 100% employer match about $275,373 at 4% or $183,582 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $2,948,579 | $32,179 | $5,363iApproximate average salary by contribution assumption: employee only about $134,079 at 4% or $89,386 at 6%; with 50% employer match about $89,386 at 4% or $59,591 at 6%; with 100% employer match about $67,040 at 4% or $44,693 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 3 | $1,749,127 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2016 | 2 | 5 | $4,484,493 | $148,663 | $29,733iApproximate average salary by contribution assumption: employee only about $743,315 at 4% or $495,543 at 6%; with 50% employer match about $495,543 at 4% or $330,362 at 6%; with 100% employer match about $371,658 at 4% or $247,772 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 4 | $3,107,494 | $48,663 | $12,166iApproximate average salary by contribution assumption: employee only about $304,144 at 4% or $202,763 at 6%; with 50% employer match about $202,763 at 4% or $135,175 at 6%; with 100% employer match about $152,072 at 4% or $101,381 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 5 | $1,376,999 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2015 | 2 | 5 | $4,192,852 | $168,382 | $33,676iApproximate average salary by contribution assumption: employee only about $841,910 at 4% or $561,273 at 6%; with 50% employer match about $561,273 at 4% or $374,182 at 6%; with 100% employer match about $420,955 at 4% or $280,637 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 4 | $2,951,587 | $48,382 | $12,096iApproximate average salary by contribution assumption: employee only about $302,388 at 4% or $201,592 at 6%; with 50% employer match about $201,592 at 4% or $134,394 at 6%; with 100% employer match about $151,194 at 4% or $100,796 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 5 | $1,241,265 | $120,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2014 | 2 | 5 | $3,797,440 | $161,056 | $32,211iApproximate average salary by contribution assumption: employee only about $805,280 at 4% or $536,853 at 6%; with 50% employer match about $536,853 at 4% or $357,902 at 6%; with 100% employer match about $402,640 at 4% or $268,427 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 4 | $2,715,559 | $41,056 | $10,264iApproximate average salary by contribution assumption: employee only about $256,600 at 4% or $171,067 at 6%; with 50% employer match about $171,067 at 4% or $114,044 at 6%; with 100% employer match about $128,300 at 4% or $85,533 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 5 | $1,081,881 | $120,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2013 | 2 | 6 | $3,325,627 | $160,541 | $26,757iApproximate average salary by contribution assumption: employee only about $668,921 at 4% or $445,947 at 6%; with 50% employer match about $445,947 at 4% or $297,298 at 6%; with 100% employer match about $334,460 at 4% or $222,974 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 4 | $2,385,527 | $40,541 | $10,135iApproximate average salary by contribution assumption: employee only about $253,381 at 4% or $168,921 at 6%; with 50% employer match about $168,921 at 4% or $112,614 at 6%; with 100% employer match about $126,691 at 4% or $84,460 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 6 | $940,100 | $120,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2012 | 2 | 6 | $2,797,955 | $138,500 | $23,083iApproximate average salary by contribution assumption: employee only about $577,083 at 4% or $384,722 at 6%; with 50% employer match about $384,722 at 4% or $256,481 at 6%; with 100% employer match about $288,542 at 4% or $192,361 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 4 | $2,035,887 | $39,427 | $9,857iApproximate average salary by contribution assumption: employee only about $246,419 at 4% or $164,279 at 6%; with 50% employer match about $164,279 at 4% or $109,519 at 6%; with 100% employer match about $123,209 at 4% or $82,140 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 6 | $762,068 | $99,073 | $16,512iApproximate average salary by contribution assumption: employee only about $412,804 at 4% or $275,203 at 6%; with 50% employer match about $275,203 at 4% or $183,469 at 6%; with 100% employer match about $206,402 at 4% or $137,601 at 6%. |
| 2011 | 2 | 6 | $2,440,010 | $109,110 | $18,185iApproximate average salary by contribution assumption: employee only about $454,625 at 4% or $303,083 at 6%; with 50% employer match about $303,083 at 4% or $202,056 at 6%; with 100% employer match about $227,313 at 4% or $151,542 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 4 | $1,809,574 | $44,110 | $11,028iApproximate average salary by contribution assumption: employee only about $275,688 at 4% or $183,792 at 6%; with 50% employer match about $183,792 at 4% or $122,528 at 6%; with 100% employer match about $137,844 at 4% or $91,896 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 6 | $630,436 | $65,000 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| 2010 | 2 | 9 | $2,265,299 | $133,933 | $14,881iApproximate average salary by contribution assumption: employee only about $372,036 at 4% or $248,024 at 6%; with 50% employer match about $248,024 at 4% or $165,349 at 6%; with 100% employer match about $186,018 at 4% or $124,012 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 4 | $1,705,886 | $43,942 | $10,986iApproximate average salary by contribution assumption: employee only about $274,638 at 4% or $183,092 at 6%; with 50% employer match about $183,092 at 4% or $122,061 at 6%; with 100% employer match about $137,319 at 4% or $91,546 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 9 | $559,413 | $89,991 | $9,999iApproximate average salary by contribution assumption: employee only about $249,975 at 4% or $166,650 at 6%; with 50% employer match about $166,650 at 4% or $111,100 at 6%; with 100% employer match about $124,988 at 4% or $83,325 at 6%. |
| 2009 | 2 | 9 | $1,933,946 | $134,025 | $14,892iApproximate average salary by contribution assumption: employee only about $372,292 at 4% or $248,194 at 6%; with 50% employer match about $248,194 at 4% or $165,463 at 6%; with 100% employer match about $186,146 at 4% or $124,097 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 9 | $1,479,848 | $44,013 | $4,890iApproximate average salary by contribution assumption: employee only about $122,258 at 4% or $81,506 at 6%; with 50% employer match about $81,506 at 4% or $54,337 at 6%; with 100% employer match about $61,129 at 4% or $40,753 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 8 | $454,098 | $90,012 | $11,252iApproximate average salary by contribution assumption: employee only about $281,288 at 4% or $187,525 at 6%; with 50% employer match about $187,525 at 4% or $125,017 at 6%; with 100% employer match about $140,644 at 4% or $93,763 at 6%. |
| 2008 | 2 | 7 | $0 | $0 | - |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 4 | - | - | - |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 7 | - | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 6 | - | - | - |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | - | - | - |
| 2006 | 2 | 6 | $1,647,100 | $145,543 | $24,257iApproximate average salary by contribution assumption: employee only about $606,429 at 4% or $404,286 at 6%; with 50% employer match about $404,286 at 4% or $269,524 at 6%; with 100% employer match about $303,215 at 4% or $202,143 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $1,450,332 | $45,543 | $7,591iApproximate average salary by contribution assumption: employee only about $189,763 at 4% or $126,508 at 6%; with 50% employer match about $126,508 at 4% or $84,339 at 6%; with 100% employer match about $94,881 at 4% or $63,254 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 6 | $196,768 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2005 | 2 | 7 | $1,478,736 | $130,236 | $18,605iApproximate average salary by contribution assumption: employee only about $465,129 at 4% or $310,086 at 6%; with 50% employer match about $310,086 at 4% or $206,724 at 6%; with 100% employer match about $232,564 at 4% or $155,043 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $1,384,682 | $36,182 | $6,030iApproximate average salary by contribution assumption: employee only about $150,758 at 4% or $100,506 at 6%; with 50% employer match about $100,506 at 4% or $67,004 at 6%; with 100% employer match about $75,379 at 4% or $50,253 at 6%. |
| YEE DENTAL DEFINED BENEFIT PLAN | - | 7 | $94,054 | $94,054 | $13,436iApproximate average salary by contribution assumption: employee only about $335,907 at 4% or $223,938 at 6%; with 50% employer match about $223,938 at 4% or $149,292 at 6%; with 100% employer match about $167,954 at 4% or $111,969 at 6%. |
| 2004 | 1 | 6 | $1,318,283 | $78,100 | $13,017iApproximate average salary by contribution assumption: employee only about $325,417 at 4% or $216,944 at 6%; with 50% employer match about $216,944 at 4% or $144,630 at 6%; with 100% employer match about $162,708 at 4% or $108,472 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $1,318,283 | $78,100 | $13,017iApproximate average salary by contribution assumption: employee only about $325,417 at 4% or $216,944 at 6%; with 50% employer match about $216,944 at 4% or $144,630 at 6%; with 100% employer match about $162,708 at 4% or $108,472 at 6%. |
| 2003 | 1 | 6 | $1,190,488 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $1,190,488 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2002 | 1 | 6 | $957,744 | $67,200 | $11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $957,744 | $67,200 | $11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 7 | - | - | - |
| 2000 | 1 | 6 | $2,163,841 | $45,200 | $7,533iApproximate average salary by contribution assumption: employee only about $188,333 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $2,163,841 | $45,200 | $7,533iApproximate average salary by contribution assumption: employee only about $188,333 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%. |
| 1999 | 1 | 6 | $2,831,975 | $42,425 | $7,071iApproximate average salary by contribution assumption: employee only about $176,771 at 4% or $117,847 at 6%; with 50% employer match about $117,847 at 4% or $78,565 at 6%; with 100% employer match about $88,385 at 4% or $58,924 at 6%. |
| H. Wesley Yee, D.D.S. Profit Sharing Plan & Trust Agreement | - | 6 | $2,831,975 | $42,425 | $7,071iApproximate average salary by contribution assumption: employee only about $176,771 at 4% or $117,847 at 6%; with 50% employer match about $117,847 at 4% or $78,565 at 6%; with 100% employer match about $88,385 at 4% or $58,924 at 6%. |