Civic Intelligence

Lee and Young Dds

Plan context: Lee and Young Dds Profit Sharing Plan

EIN 94-3245385 • San Francisco, CA • 42 filings • 6 plans

3501 California Street Suite 202San Francisco, CA 94118
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,265,581

2024 Contributions

$140,242

Historical Graphs

Total Assets Over Time

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

$4,981,471$2,490,736$0199920132024YearValue
$3,265,581Latest year 2024

Participants Over Time

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

26130199920122024YearValue
20Latest 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
2024120$3,265,581$140,242$7,012iApproximate average salary by contribution assumption: employee only about $175,303 at 4% or $116,868 at 6%; with 50% employer match about $116,868 at 4% or $77,912 at 6%; with 100% employer match about $87,651 at 4% or $58,434 at 6%.
Lee and Young Dds Profit Sharing Plan-20$3,265,581$140,242$7,012iApproximate average salary by contribution assumption: employee only about $175,303 at 4% or $116,868 at 6%; with 50% employer match about $116,868 at 4% or $77,912 at 6%; with 100% employer match about $87,651 at 4% or $58,434 at 6%.
2023121$3,064,120$161,161$7,674iApproximate average salary by contribution assumption: employee only about $191,858 at 4% or $127,906 at 6%; with 50% employer match about $127,906 at 4% or $85,270 at 6%; with 100% employer match about $95,929 at 4% or $63,953 at 6%.
Lee and Young Dds Profit Sharing Plan-21$3,064,120$161,161$7,674iApproximate average salary by contribution assumption: employee only about $191,858 at 4% or $127,906 at 6%; with 50% employer match about $127,906 at 4% or $85,270 at 6%; with 100% employer match about $95,929 at 4% or $63,953 at 6%.
2022126$2,564,538$152,862$5,879iApproximate average salary by contribution assumption: employee only about $146,983 at 4% or $97,988 at 6%; with 50% employer match about $97,988 at 4% or $65,326 at 6%; with 100% employer match about $73,491 at 4% or $48,994 at 6%.
Lee and Young Dds Profit Sharing Plan-26$2,564,538$152,862$5,879iApproximate average salary by contribution assumption: employee only about $146,983 at 4% or $97,988 at 6%; with 50% employer match about $97,988 at 4% or $65,326 at 6%; with 100% employer match about $73,491 at 4% or $48,994 at 6%.
2021126$3,443,367$124,682$4,795iApproximate average salary by contribution assumption: employee only about $119,887 at 4% or $79,924 at 6%; with 50% employer match about $79,924 at 4% or $53,283 at 6%; with 100% employer match about $59,943 at 4% or $39,962 at 6%.
Lee and Young Dds Profit Sharing Plan-26$3,443,367$124,682$4,795iApproximate average salary by contribution assumption: employee only about $119,887 at 4% or $79,924 at 6%; with 50% employer match about $79,924 at 4% or $53,283 at 6%; with 100% employer match about $59,943 at 4% or $39,962 at 6%.
2020123$3,355,019$156,731$6,814iApproximate average salary by contribution assumption: employee only about $170,360 at 4% or $113,573 at 6%; with 50% employer match about $113,573 at 4% or $75,715 at 6%; with 100% employer match about $85,180 at 4% or $56,787 at 6%.
Lee and Young Dds Profit Sharing Plan-23$3,355,019$156,731$6,814iApproximate average salary by contribution assumption: employee only about $170,360 at 4% or $113,573 at 6%; with 50% employer match about $113,573 at 4% or $75,715 at 6%; with 100% employer match about $85,180 at 4% or $56,787 at 6%.
2019124$3,032,131$167,227$6,968iApproximate average salary by contribution assumption: employee only about $174,195 at 4% or $116,130 at 6%; with 50% employer match about $116,130 at 4% or $77,420 at 6%; with 100% employer match about $87,097 at 4% or $58,065 at 6%.
Lee and Young Dds Profit Sharing Plan-24$3,032,131$167,227$6,968iApproximate average salary by contribution assumption: employee only about $174,195 at 4% or $116,130 at 6%; with 50% employer match about $116,130 at 4% or $77,420 at 6%; with 100% employer match about $87,097 at 4% or $58,065 at 6%.
2018220$2,581,774$169,041$8,452iApproximate average salary by contribution assumption: employee only about $211,301 at 4% or $140,868 at 6%; with 50% employer match about $140,868 at 4% or $93,912 at 6%; with 100% employer match about $105,651 at 4% or $70,434 at 6%.
Lee and Young Dds Profit Sharing Plan-20$2,581,774$169,041$8,452iApproximate average salary by contribution assumption: employee only about $211,301 at 4% or $140,868 at 6%; with 50% employer match about $140,868 at 4% or $93,912 at 6%; with 100% employer match about $105,651 at 4% or $70,434 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-0$0$0-
2017218$4,981,471$277,368$15,409iApproximate average salary by contribution assumption: employee only about $385,233 at 4% or $256,822 at 6%; with 50% employer match about $256,822 at 4% or $171,215 at 6%; with 100% employer match about $192,617 at 4% or $128,411 at 6%.
Lee and Young Dds Profit Sharing Plan-18$2,502,432$157,368$8,743iApproximate average salary by contribution assumption: employee only about $218,567 at 4% or $145,711 at 6%; with 50% employer match about $145,711 at 4% or $97,141 at 6%; with 100% employer match about $109,283 at 4% or $72,856 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-15$2,479,039$120,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
2016218$4,178,437$354,749$19,708iApproximate average salary by contribution assumption: employee only about $492,707 at 4% or $328,471 at 6%; with 50% employer match about $328,471 at 4% or $218,981 at 6%; with 100% employer match about $246,353 at 4% or $164,236 at 6%.
Lee and Young Dds Profit Sharing Plan-18$2,123,309$129,749$7,208iApproximate average salary by contribution assumption: employee only about $180,207 at 4% or $120,138 at 6%; with 50% employer match about $120,138 at 4% or $80,092 at 6%; with 100% employer match about $90,103 at 4% or $60,069 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-14$2,055,128$225,000$16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%.
2015216$3,630,346$389,610$24,351iApproximate average salary by contribution assumption: employee only about $608,766 at 4% or $405,844 at 6%; with 50% employer match about $405,844 at 4% or $270,563 at 6%; with 100% employer match about $304,383 at 4% or $202,922 at 6%.
Lee and Young Dds Profit Sharing Plan-16$1,916,614$139,610$8,726iApproximate average salary by contribution assumption: employee only about $218,141 at 4% or $145,427 at 6%; with 50% employer match about $145,427 at 4% or $96,951 at 6%; with 100% employer match about $109,070 at 4% or $72,714 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-12$1,713,732$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
2014214$3,218,113$334,887$23,921iApproximate average salary by contribution assumption: employee only about $598,013 at 4% or $398,675 at 6%; with 50% employer match about $398,675 at 4% or $265,783 at 6%; with 100% employer match about $299,006 at 4% or $199,338 at 6%.
Lee and Young Dds Profit Sharing Plan-14$1,764,957$134,887$9,635iApproximate average salary by contribution assumption: employee only about $240,870 at 4% or $160,580 at 6%; with 50% employer match about $160,580 at 4% or $107,053 at 6%; with 100% employer match about $120,435 at 4% or $80,290 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-13$1,453,156$200,000$15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%.
2013216$2,735,157$239,408$14,963iApproximate average salary by contribution assumption: employee only about $374,075 at 4% or $249,383 at 6%; with 50% employer match about $249,383 at 4% or $166,256 at 6%; with 100% employer match about $187,038 at 4% or $124,692 at 6%.
Lee and Young Dds Profit Sharing Plan-16$1,579,223$109,408$6,838iApproximate average salary by contribution assumption: employee only about $170,950 at 4% or $113,967 at 6%; with 50% employer match about $113,967 at 4% or $75,978 at 6%; with 100% employer match about $85,475 at 4% or $56,983 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-12$1,155,934$130,000$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%.
2012215$2,209,571$255,167$17,011iApproximate average salary by contribution assumption: employee only about $425,278 at 4% or $283,519 at 6%; with 50% employer match about $283,519 at 4% or $189,013 at 6%; with 100% employer match about $212,639 at 4% or $141,759 at 6%.
Lee and Young Dds Profit Sharing Plan-15$1,354,316$95,167$6,344iApproximate average salary by contribution assumption: employee only about $158,612 at 4% or $105,741 at 6%; with 50% employer match about $105,741 at 4% or $70,494 at 6%; with 100% employer match about $79,306 at 4% or $52,871 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-10$855,255$160,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
2011216$1,828,902$219,196$13,700iApproximate average salary by contribution assumption: employee only about $342,494 at 4% or $228,329 at 6%; with 50% employer match about $228,329 at 4% or $152,219 at 6%; with 100% employer match about $171,247 at 4% or $114,165 at 6%.
Lee and Young Dds Profit Sharing Plan-16$1,200,233$101,723$6,358iApproximate average salary by contribution assumption: employee only about $158,942 at 4% or $105,961 at 6%; with 50% employer match about $105,961 at 4% or $70,641 at 6%; with 100% employer match about $79,471 at 4% or $52,981 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-10$628,669$117,473$11,747iApproximate average salary by contribution assumption: employee only about $293,683 at 4% or $195,788 at 6%; with 50% employer match about $195,788 at 4% or $130,526 at 6%; with 100% employer match about $146,841 at 4% or $97,894 at 6%.
2010319$1,639,231$252,563$13,293iApproximate average salary by contribution assumption: employee only about $332,320 at 4% or $221,546 at 6%; with 50% employer match about $221,546 at 4% or $147,698 at 6%; with 100% employer match about $166,160 at 4% or $110,773 at 6%.
Lee and Young Dds Profit Sharing Plan-19$1,141,064$44,273$2,330iApproximate average salary by contribution assumption: employee only about $58,254 at 4% or $38,836 at 6%; with 50% employer match about $38,836 at 4% or $25,891 at 6%; with 100% employer match about $29,127 at 4% or $19,418 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-17$498,167$145,000$8,529iApproximate average salary by contribution assumption: employee only about $213,235 at 4% or $142,157 at 6%; with 50% employer match about $142,157 at 4% or $94,771 at 6%; with 100% employer match about $106,618 at 4% or $71,078 at 6%.
LEE AND YOUNG DDS DEFINED CONTRIBUTION PLAN & TRUST-0$0$63,290-
2009317$1,320,818$175,203$10,306iApproximate average salary by contribution assumption: employee only about $257,651 at 4% or $171,768 at 6%; with 50% employer match about $171,768 at 4% or $114,512 at 6%; with 100% employer match about $128,826 at 4% or $85,884 at 6%.
Lee and Young Dds Profit Sharing Plan-14$811,540$40,068$2,862iApproximate average salary by contribution assumption: employee only about $71,550 at 4% or $47,700 at 6%; with 50% employer match about $47,700 at 4% or $31,800 at 6%; with 100% employer match about $35,775 at 4% or $23,850 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-14$314,922$71,780$5,127iApproximate average salary by contribution assumption: employee only about $128,179 at 4% or $85,452 at 6%; with 50% employer match about $85,452 at 4% or $56,968 at 6%; with 100% employer match about $64,089 at 4% or $42,726 at 6%.
LEE AND YOUNG ORTHODONTICS DEFINED CONTRIBUTION PLAN & TRUST-17$194,356$63,355$3,727iApproximate average salary by contribution assumption: employee only about $93,169 at 4% or $62,113 at 6%; with 50% employer match about $62,113 at 4% or $41,408 at 6%; with 100% employer match about $46,585 at 4% or $31,056 at 6%.
2008315$954,961$172,096$11,473iApproximate average salary by contribution assumption: employee only about $286,827 at 4% or $191,218 at 6%; with 50% employer match about $191,218 at 4% or $127,479 at 6%; with 100% employer match about $143,413 at 4% or $95,609 at 6%.
Lee and Young Dds Profit Sharing Plan-15$648,938$41,380$2,759iApproximate average salary by contribution assumption: employee only about $68,967 at 4% or $45,978 at 6%; with 50% employer match about $45,978 at 4% or $30,652 at 6%; with 100% employer match about $34,483 at 4% or $22,989 at 6%.
Lee and Young Dds Defined Benefit Plan & Trust-14$200,866$70,052$5,004iApproximate average salary by contribution assumption: employee only about $125,093 at 4% or $83,395 at 6%; with 50% employer match about $83,395 at 4% or $55,597 at 6%; with 100% employer match about $62,546 at 4% or $41,698 at 6%.
LEE AND YOUNG ORTHODONTICS DEFINED CONTRIBUTION PLAN & TRUST-14$105,157$60,664$4,333iApproximate average salary by contribution assumption: employee only about $108,329 at 4% or $72,219 at 6%; with 50% employer match about $72,219 at 4% or $48,146 at 6%; with 100% employer match about $54,164 at 4% or $36,110 at 6%.
2007314$0$0-
Lee and Young Dds Profit Sharing Plan-14---
LEE AND YOUNG ORTHODONTICS DEFINED CONTRIBUTION PLAN & TRUST-13---
Lee and Young Dds Defined Benefit Plan & Trust-13---
2006113$819,099$105,111$8,085iApproximate average salary by contribution assumption: employee only about $202,137 at 4% or $134,758 at 6%; with 50% employer match about $134,758 at 4% or $89,838 at 6%; with 100% employer match about $101,068 at 4% or $67,379 at 6%.
Lee and Young Dds Profit Sharing Plan-13$819,099$105,111$8,085iApproximate average salary by contribution assumption: employee only about $202,137 at 4% or $134,758 at 6%; with 50% employer match about $134,758 at 4% or $89,838 at 6%; with 100% employer match about $101,068 at 4% or $67,379 at 6%.
2005112$0$0-
Lee and Young Dds Profit Sharing Plan-12---
2004111$499,994$91,554$8,323iApproximate average salary by contribution assumption: employee only about $208,077 at 4% or $138,718 at 6%; with 50% employer match about $138,718 at 4% or $92,479 at 6%; with 100% employer match about $104,039 at 4% or $69,359 at 6%.
Lee and Young Dds Profit Sharing Plan-11$499,994$91,554$8,323iApproximate average salary by contribution assumption: employee only about $208,077 at 4% or $138,718 at 6%; with 50% employer match about $138,718 at 4% or $92,479 at 6%; with 100% employer match about $104,039 at 4% or $69,359 at 6%.
2003111$368,965$88,581$8,053iApproximate average salary by contribution assumption: employee only about $201,320 at 4% or $134,214 at 6%; with 50% employer match about $134,214 at 4% or $89,476 at 6%; with 100% employer match about $100,660 at 4% or $67,107 at 6%.
Lee and Young Dds Profit Sharing Plan-11$368,965$88,581$8,053iApproximate average salary by contribution assumption: employee only about $201,320 at 4% or $134,214 at 6%; with 50% employer match about $134,214 at 4% or $89,476 at 6%; with 100% employer match about $100,660 at 4% or $67,107 at 6%.
200217$243,392$74,357$10,622iApproximate average salary by contribution assumption: employee only about $265,561 at 4% or $177,040 at 6%; with 50% employer match about $177,040 at 4% or $118,027 at 6%; with 100% employer match about $132,780 at 4% or $88,520 at 6%.
Lee and Young Dds Profit Sharing Plan-7$243,392$74,357$10,622iApproximate average salary by contribution assumption: employee only about $265,561 at 4% or $177,040 at 6%; with 50% employer match about $177,040 at 4% or $118,027 at 6%; with 100% employer match about $132,780 at 4% or $88,520 at 6%.
200117$230,686$64,617$9,231iApproximate average salary by contribution assumption: employee only about $230,775 at 4% or $153,850 at 6%; with 50% employer match about $153,850 at 4% or $102,567 at 6%; with 100% employer match about $115,388 at 4% or $76,925 at 6%.
Lee and Young Dds Profit Sharing Plan-7$230,686$64,617$9,231iApproximate average salary by contribution assumption: employee only about $230,775 at 4% or $153,850 at 6%; with 50% employer match about $153,850 at 4% or $102,567 at 6%; with 100% employer match about $115,388 at 4% or $76,925 at 6%.
2000110$291,513$76,433$7,643iApproximate average salary by contribution assumption: employee only about $191,083 at 4% or $127,388 at 6%; with 50% employer match about $127,388 at 4% or $84,926 at 6%; with 100% employer match about $95,541 at 4% or $63,694 at 6%.
Lee and Young Dds Profit Sharing Plan-10$291,513$76,433$7,643iApproximate average salary by contribution assumption: employee only about $191,083 at 4% or $127,388 at 6%; with 50% employer match about $127,388 at 4% or $84,926 at 6%; with 100% employer match about $95,541 at 4% or $63,694 at 6%.
199917$249,926$66,209$9,458iApproximate average salary by contribution assumption: employee only about $236,461 at 4% or $157,640 at 6%; with 50% employer match about $157,640 at 4% or $105,094 at 6%; with 100% employer match about $118,230 at 4% or $78,820 at 6%.
Lee and Young Dds Profit Sharing Plan-7$249,926$66,209$9,458iApproximate average salary by contribution assumption: employee only about $236,461 at 4% or $157,640 at 6%; with 50% employer match about $157,640 at 4% or $105,094 at 6%; with 100% employer match about $118,230 at 4% or $78,820 at 6%.