Civic Intelligence

Thomas M. Lee, D.D.S.

Plan context: Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan

EIN 94-2723890 • Chico, CA • 22 filings • 5 plans

16 Phendx DriveChico, CA 95928
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$2,590,580

2020 Contributions

$62,000

Historical Graphs

Total Assets Over Time

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

$3,146,009$1,573,005$0199920102019YearValue
$2,590,580Latest year 2019

Participants Over Time

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

630199920092019YearValue
1Latest year 2019

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
202010$0$0-
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-0$0--
201911$2,590,580$62,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-1$2,590,580$62,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
201816$3,129,324$126,867$21,145iApproximate average salary by contribution assumption: employee only about $528,613 at 4% or $352,408 at 6%; with 50% employer match about $352,408 at 4% or $234,939 at 6%; with 100% employer match about $264,306 at 4% or $176,204 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$3,129,324$126,867$21,145iApproximate average salary by contribution assumption: employee only about $528,613 at 4% or $352,408 at 6%; with 50% employer match about $352,408 at 4% or $234,939 at 6%; with 100% employer match about $264,306 at 4% or $176,204 at 6%.
201716$3,146,009$102,228$17,038iApproximate average salary by contribution assumption: employee only about $425,950 at 4% or $283,967 at 6%; with 50% employer match about $283,967 at 4% or $189,311 at 6%; with 100% employer match about $212,975 at 4% or $141,983 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$3,146,009$102,228$17,038iApproximate average salary by contribution assumption: employee only about $425,950 at 4% or $283,967 at 6%; with 50% employer match about $283,967 at 4% or $189,311 at 6%; with 100% employer match about $212,975 at 4% or $141,983 at 6%.
201616$2,737,094$120,439$20,073iApproximate average salary by contribution assumption: employee only about $501,829 at 4% or $334,553 at 6%; with 50% employer match about $334,553 at 4% or $223,035 at 6%; with 100% employer match about $250,915 at 4% or $167,276 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$2,737,094$120,439$20,073iApproximate average salary by contribution assumption: employee only about $501,829 at 4% or $334,553 at 6%; with 50% employer match about $334,553 at 4% or $223,035 at 6%; with 100% employer match about $250,915 at 4% or $167,276 at 6%.
201516$2,490,882$118,447$19,741iApproximate average salary by contribution assumption: employee only about $493,529 at 4% or $329,019 at 6%; with 50% employer match about $329,019 at 4% or $219,346 at 6%; with 100% employer match about $246,765 at 4% or $164,510 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$2,490,882$118,447$19,741iApproximate average salary by contribution assumption: employee only about $493,529 at 4% or $329,019 at 6%; with 50% employer match about $329,019 at 4% or $219,346 at 6%; with 100% employer match about $246,765 at 4% or $164,510 at 6%.
201416$2,410,937$118,507$19,751iApproximate average salary by contribution assumption: employee only about $493,779 at 4% or $329,186 at 6%; with 50% employer match about $329,186 at 4% or $219,457 at 6%; with 100% employer match about $246,890 at 4% or $164,593 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$2,410,937$118,507$19,751iApproximate average salary by contribution assumption: employee only about $493,779 at 4% or $329,186 at 6%; with 50% employer match about $329,186 at 4% or $219,457 at 6%; with 100% employer match about $246,890 at 4% or $164,593 at 6%.
201316$2,212,315$118,817$19,803iApproximate average salary by contribution assumption: employee only about $495,071 at 4% or $330,047 at 6%; with 50% employer match about $330,047 at 4% or $220,031 at 6%; with 100% employer match about $247,535 at 4% or $165,024 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$2,212,315$118,817$19,803iApproximate average salary by contribution assumption: employee only about $495,071 at 4% or $330,047 at 6%; with 50% employer match about $330,047 at 4% or $220,031 at 6%; with 100% employer match about $247,535 at 4% or $165,024 at 6%.
201216$1,833,235$117,665$19,611iApproximate average salary by contribution assumption: employee only about $490,271 at 4% or $326,847 at 6%; with 50% employer match about $326,847 at 4% or $217,898 at 6%; with 100% employer match about $245,135 at 4% or $163,424 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$1,833,235$117,665$19,611iApproximate average salary by contribution assumption: employee only about $490,271 at 4% or $326,847 at 6%; with 50% employer match about $326,847 at 4% or $217,898 at 6%; with 100% employer match about $245,135 at 4% or $163,424 at 6%.
201116$1,568,718$97,740$16,290iApproximate average salary by contribution assumption: employee only about $407,250 at 4% or $271,500 at 6%; with 50% employer match about $271,500 at 4% or $181,000 at 6%; with 100% employer match about $203,625 at 4% or $135,750 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$1,568,718$97,740$16,290iApproximate average salary by contribution assumption: employee only about $407,250 at 4% or $271,500 at 6%; with 50% employer match about $271,500 at 4% or $181,000 at 6%; with 100% employer match about $203,625 at 4% or $135,750 at 6%.
201016$1,511,563$196,001$32,667iApproximate average salary by contribution assumption: employee only about $816,671 at 4% or $544,447 at 6%; with 50% employer match about $544,447 at 4% or $362,965 at 6%; with 100% employer match about $408,335 at 4% or $272,224 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$1,511,563$196,001$32,667iApproximate average salary by contribution assumption: employee only about $816,671 at 4% or $544,447 at 6%; with 50% employer match about $544,447 at 4% or $362,965 at 6%; with 100% employer match about $408,335 at 4% or $272,224 at 6%.
200916$1,152,617$99,597$16,600iApproximate average salary by contribution assumption: employee only about $414,988 at 4% or $276,658 at 6%; with 50% employer match about $276,658 at 4% or $184,439 at 6%; with 100% employer match about $207,494 at 4% or $138,329 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$1,152,617$99,597$16,600iApproximate average salary by contribution assumption: employee only about $414,988 at 4% or $276,658 at 6%; with 50% employer match about $276,658 at 4% or $184,439 at 6%; with 100% employer match about $207,494 at 4% or $138,329 at 6%.
200816$843,132$89,490$14,915iApproximate average salary by contribution assumption: employee only about $372,875 at 4% or $248,583 at 6%; with 50% employer match about $248,583 at 4% or $165,722 at 6%; with 100% employer match about $186,438 at 4% or $124,292 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$843,132$89,490$14,915iApproximate average salary by contribution assumption: employee only about $372,875 at 4% or $248,583 at 6%; with 50% employer match about $248,583 at 4% or $165,722 at 6%; with 100% employer match about $186,438 at 4% or $124,292 at 6%.
200716$0$0-
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6---
200616$909,798$73,280$12,213iApproximate average salary by contribution assumption: employee only about $305,333 at 4% or $203,556 at 6%; with 50% employer match about $203,556 at 4% or $135,704 at 6%; with 100% employer match about $152,667 at 4% or $101,778 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$909,798$73,280$12,213iApproximate average salary by contribution assumption: employee only about $305,333 at 4% or $203,556 at 6%; with 50% employer match about $203,556 at 4% or $135,704 at 6%; with 100% employer match about $152,667 at 4% or $101,778 at 6%.
200515$776,248$56,941$11,388iApproximate average salary by contribution assumption: employee only about $284,705 at 4% or $189,803 at 6%; with 50% employer match about $189,803 at 4% or $126,536 at 6%; with 100% employer match about $142,353 at 4% or $94,902 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-5$776,248$56,941$11,388iApproximate average salary by contribution assumption: employee only about $284,705 at 4% or $189,803 at 6%; with 50% employer match about $189,803 at 4% or $126,536 at 6%; with 100% employer match about $142,353 at 4% or $94,902 at 6%.
200416$661,053$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$661,053$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200316$573,233$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$573,233$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200216$461,532$47,297$7,883iApproximate average salary by contribution assumption: employee only about $197,071 at 4% or $131,381 at 6%; with 50% employer match about $131,381 at 4% or $87,587 at 6%; with 100% employer match about $98,535 at 4% or $65,690 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$461,532$47,297$7,883iApproximate average salary by contribution assumption: employee only about $197,071 at 4% or $131,381 at 6%; with 50% employer match about $131,381 at 4% or $87,587 at 6%; with 100% employer match about $98,535 at 4% or $65,690 at 6%.
200116$441,694$49,919$8,320iApproximate average salary by contribution assumption: employee only about $207,996 at 4% or $138,664 at 6%; with 50% employer match about $138,664 at 4% or $92,443 at 6%; with 100% employer match about $103,998 at 4% or $69,332 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-6$441,694$49,919$8,320iApproximate average salary by contribution assumption: employee only about $207,996 at 4% or $138,664 at 6%; with 50% employer match about $138,664 at 4% or $92,443 at 6%; with 100% employer match about $103,998 at 4% or $69,332 at 6%.
200015$389,543$40,992$8,198iApproximate average salary by contribution assumption: employee only about $204,960 at 4% or $136,640 at 6%; with 50% employer match about $136,640 at 4% or $91,093 at 6%; with 100% employer match about $102,480 at 4% or $68,320 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-5$389,543$40,992$8,198iApproximate average salary by contribution assumption: employee only about $204,960 at 4% or $136,640 at 6%; with 50% employer match about $136,640 at 4% or $91,093 at 6%; with 100% employer match about $102,480 at 4% or $68,320 at 6%.
199915$353,984$39,700$7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%.
Thomas M. Lee, D.D.S. Self-Employed Money Purchase Pension Plan-5$353,984$39,700$7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%.