Richard Craig Lee, D.D.S.
Plan context: Richard Craig Lee, D.D.S. Money Purchase Pension Plan
EIN 94-2699630 • San Francisco, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
2
2014 Assets
$2,493,697
2014 Contributions
$91,286
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 2 | $2,493,697 | $91,286 | $45,643iApproximate average salary by contribution assumption: employee only about $1,141,075 at 4% or $760,717 at 6%; with 50% employer match about $760,717 at 4% or $507,144 at 6%; with 100% employer match about $570,538 at 4% or $380,358 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 2 | $2,493,697 | $91,286 | $45,643iApproximate average salary by contribution assumption: employee only about $1,141,075 at 4% or $760,717 at 6%; with 50% employer match about $760,717 at 4% or $507,144 at 6%; with 100% employer match about $570,538 at 4% or $380,358 at 6%. |
| 2013 | 1 | 3 | $2,415,614 | $105,199 | $35,066iApproximate average salary by contribution assumption: employee only about $876,658 at 4% or $584,439 at 6%; with 50% employer match about $584,439 at 4% or $389,626 at 6%; with 100% employer match about $438,329 at 4% or $292,219 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 3 | $2,415,614 | $105,199 | $35,066iApproximate average salary by contribution assumption: employee only about $876,658 at 4% or $584,439 at 6%; with 50% employer match about $584,439 at 4% or $389,626 at 6%; with 100% employer match about $438,329 at 4% or $292,219 at 6%. |
| 2012 | 1 | 3 | $2,139,332 | $105,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 3 | $2,139,332 | $105,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2011 | 1 | 3 | $1,846,158 | $106,116 | $35,372iApproximate average salary by contribution assumption: employee only about $884,300 at 4% or $589,533 at 6%; with 50% employer match about $589,533 at 4% or $393,022 at 6%; with 100% employer match about $442,150 at 4% or $294,767 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 3 | $1,846,158 | $106,116 | $35,372iApproximate average salary by contribution assumption: employee only about $884,300 at 4% or $589,533 at 6%; with 50% employer match about $589,533 at 4% or $393,022 at 6%; with 100% employer match about $442,150 at 4% or $294,767 at 6%. |
| 2010 | 1 | 3 | $1,816,641 | $105,186 | $35,062iApproximate average salary by contribution assumption: employee only about $876,550 at 4% or $584,367 at 6%; with 50% employer match about $584,367 at 4% or $389,578 at 6%; with 100% employer match about $438,275 at 4% or $292,183 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 3 | $1,816,641 | $105,186 | $35,062iApproximate average salary by contribution assumption: employee only about $876,550 at 4% or $584,367 at 6%; with 50% employer match about $584,367 at 4% or $389,578 at 6%; with 100% employer match about $438,275 at 4% or $292,183 at 6%. |
| 2009 | 1 | 3 | $1,294,947 | $105,335 | $35,112iApproximate average salary by contribution assumption: employee only about $877,792 at 4% or $585,194 at 6%; with 50% employer match about $585,194 at 4% or $390,130 at 6%; with 100% employer match about $438,896 at 4% or $292,597 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 3 | $1,294,947 | $105,335 | $35,112iApproximate average salary by contribution assumption: employee only about $877,792 at 4% or $585,194 at 6%; with 50% employer match about $585,194 at 4% or $390,130 at 6%; with 100% employer match about $438,896 at 4% or $292,597 at 6%. |
| 2008 | 1 | 2 | $993,456 | $101,110 | $50,555iApproximate average salary by contribution assumption: employee only about $1,263,875 at 4% or $842,583 at 6%; with 50% employer match about $842,583 at 4% or $561,722 at 6%; with 100% employer match about $631,938 at 4% or $421,292 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 2 | $993,456 | $101,110 | $50,555iApproximate average salary by contribution assumption: employee only about $1,263,875 at 4% or $842,583 at 6%; with 50% employer match about $842,583 at 4% or $561,722 at 6%; with 100% employer match about $631,938 at 4% or $421,292 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2006 | 1 | 3 | $967,555 | $100,226 | $33,409iApproximate average salary by contribution assumption: employee only about $835,217 at 4% or $556,811 at 6%; with 50% employer match about $556,811 at 4% or $371,207 at 6%; with 100% employer match about $417,608 at 4% or $278,406 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 3 | $967,555 | $100,226 | $33,409iApproximate average salary by contribution assumption: employee only about $835,217 at 4% or $556,811 at 6%; with 50% employer match about $556,811 at 4% or $371,207 at 6%; with 100% employer match about $417,608 at 4% or $278,406 at 6%. |
| 2005 | 1 | 3 | $766,394 | $93,872 | $31,291iApproximate average salary by contribution assumption: employee only about $782,267 at 4% or $521,511 at 6%; with 50% employer match about $521,511 at 4% or $347,674 at 6%; with 100% employer match about $391,133 at 4% or $260,756 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 3 | $766,394 | $93,872 | $31,291iApproximate average salary by contribution assumption: employee only about $782,267 at 4% or $521,511 at 6%; with 50% employer match about $521,511 at 4% or $347,674 at 6%; with 100% employer match about $391,133 at 4% or $260,756 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $318,377 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 2 | $318,377 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 1999 | 2 | 2 | $325,610 | $33,660 | $16,830iApproximate average salary by contribution assumption: employee only about $420,750 at 4% or $280,500 at 6%; with 50% employer match about $280,500 at 4% or $187,000 at 6%; with 100% employer match about $210,375 at 4% or $140,250 at 6%. |
| Richard Craig Lee, D.D.S. Money Purchase Pension Plan | - | 2 | $325,610 | $33,660 | $16,830iApproximate average salary by contribution assumption: employee only about $420,750 at 4% or $280,500 at 6%; with 50% employer match about $280,500 at 4% or $187,000 at 6%; with 100% employer match about $210,375 at 4% or $140,250 at 6%. |
| Richard Craig Lee, D.D.S. Profit Sharing Plan | - | 0 | - | - | - |