Civic Intelligence

Karen L. Yee, Dds

Plan context: Karen L. Yee, Dds 401(K) Plan

EIN 94-3284550 • San Mateo, CA • 23 filings • 2 plans

256 N. San Mateo DriveSte 7San Mateo, CA 94401
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,420,670

2024 Contributions

$63,948

Historical Graphs

Total Assets Over Time

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

$2,420,670$1,210,335$0200120142024YearValue
$2,420,670Latest year 2024

Participants Over Time

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

1680200120132024YearValue
16Latest 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
2024116$2,420,670$63,948$3,997iApproximate average salary by contribution assumption: employee only about $99,919 at 4% or $66,613 at 6%; with 50% employer match about $66,613 at 4% or $44,408 at 6%; with 100% employer match about $49,959 at 4% or $33,306 at 6%.
Karen L. Yee, Dds 401(K) Plan-16$2,420,670$63,948$3,997iApproximate average salary by contribution assumption: employee only about $99,919 at 4% or $66,613 at 6%; with 50% employer match about $66,613 at 4% or $44,408 at 6%; with 100% employer match about $49,959 at 4% or $33,306 at 6%.
2023115$2,172,847$55,647$3,710iApproximate average salary by contribution assumption: employee only about $92,745 at 4% or $61,830 at 6%; with 50% employer match about $61,830 at 4% or $41,220 at 6%; with 100% employer match about $46,373 at 4% or $30,915 at 6%.
Karen L. Yee, Dds 401(K) Plan-15$2,172,847$55,647$3,710iApproximate average salary by contribution assumption: employee only about $92,745 at 4% or $61,830 at 6%; with 50% employer match about $61,830 at 4% or $41,220 at 6%; with 100% employer match about $46,373 at 4% or $30,915 at 6%.
2022113$1,876,132$103,693$7,976iApproximate average salary by contribution assumption: employee only about $199,410 at 4% or $132,940 at 6%; with 50% employer match about $132,940 at 4% or $88,626 at 6%; with 100% employer match about $99,705 at 4% or $66,470 at 6%.
Karen L. Yee, Dds 401(K) Plan-13$1,876,132$103,693$7,976iApproximate average salary by contribution assumption: employee only about $199,410 at 4% or $132,940 at 6%; with 50% employer match about $132,940 at 4% or $88,626 at 6%; with 100% employer match about $99,705 at 4% or $66,470 at 6%.
2021111$2,134,422$102,173$9,288iApproximate average salary by contribution assumption: employee only about $232,211 at 4% or $154,808 at 6%; with 50% employer match about $154,808 at 4% or $103,205 at 6%; with 100% employer match about $116,106 at 4% or $77,404 at 6%.
Karen L. Yee, Dds 401(K) Plan-11$2,134,422$102,173$9,288iApproximate average salary by contribution assumption: employee only about $232,211 at 4% or $154,808 at 6%; with 50% employer match about $154,808 at 4% or $103,205 at 6%; with 100% employer match about $116,106 at 4% or $77,404 at 6%.
2020113$1,936,284$92,936$7,149iApproximate average salary by contribution assumption: employee only about $178,723 at 4% or $119,149 at 6%; with 50% employer match about $119,149 at 4% or $79,432 at 6%; with 100% employer match about $89,362 at 4% or $59,574 at 6%.
Karen L. Yee, Dds 401(K) Plan-13$1,936,284$92,936$7,149iApproximate average salary by contribution assumption: employee only about $178,723 at 4% or $119,149 at 6%; with 50% employer match about $119,149 at 4% or $79,432 at 6%; with 100% employer match about $89,362 at 4% or $59,574 at 6%.
2019114$1,655,847$103,780$7,413iApproximate average salary by contribution assumption: employee only about $185,321 at 4% or $123,548 at 6%; with 50% employer match about $123,548 at 4% or $82,365 at 6%; with 100% employer match about $92,661 at 4% or $61,774 at 6%.
Karen L. Yee, Dds 401(K) Plan-14$1,655,847$103,780$7,413iApproximate average salary by contribution assumption: employee only about $185,321 at 4% or $123,548 at 6%; with 50% employer match about $123,548 at 4% or $82,365 at 6%; with 100% employer match about $92,661 at 4% or $61,774 at 6%.
2018114$1,376,869$101,827$7,273iApproximate average salary by contribution assumption: employee only about $181,834 at 4% or $121,223 at 6%; with 50% employer match about $121,223 at 4% or $80,815 at 6%; with 100% employer match about $90,917 at 4% or $60,611 at 6%.
Karen L. Yee, Dds 401(K) Plan-14$1,376,869$101,827$7,273iApproximate average salary by contribution assumption: employee only about $181,834 at 4% or $121,223 at 6%; with 50% employer match about $121,223 at 4% or $80,815 at 6%; with 100% employer match about $90,917 at 4% or $60,611 at 6%.
2017115$1,372,383$80,220$5,348iApproximate average salary by contribution assumption: employee only about $133,700 at 4% or $89,133 at 6%; with 50% employer match about $89,133 at 4% or $59,422 at 6%; with 100% employer match about $66,850 at 4% or $44,567 at 6%.
Karen L. Yee, Dds 401(K) Plan-15$1,372,383$80,220$5,348iApproximate average salary by contribution assumption: employee only about $133,700 at 4% or $89,133 at 6%; with 50% employer match about $89,133 at 4% or $59,422 at 6%; with 100% employer match about $66,850 at 4% or $44,567 at 6%.
2016112$1,188,574$83,404$6,950iApproximate average salary by contribution assumption: employee only about $173,758 at 4% or $115,839 at 6%; with 50% employer match about $115,839 at 4% or $77,226 at 6%; with 100% employer match about $86,879 at 4% or $57,919 at 6%.
Karen L. Yee, Dds 401(K) Plan-12$1,188,574$83,404$6,950iApproximate average salary by contribution assumption: employee only about $173,758 at 4% or $115,839 at 6%; with 50% employer match about $115,839 at 4% or $77,226 at 6%; with 100% employer match about $86,879 at 4% or $57,919 at 6%.
2015110$1,073,072$84,779$8,478iApproximate average salary by contribution assumption: employee only about $211,948 at 4% or $141,298 at 6%; with 50% employer match about $141,298 at 4% or $94,199 at 6%; with 100% employer match about $105,974 at 4% or $70,649 at 6%.
Karen L. Yee, Dds 401(K) Plan-10$1,073,072$84,779$8,478iApproximate average salary by contribution assumption: employee only about $211,948 at 4% or $141,298 at 6%; with 50% employer match about $141,298 at 4% or $94,199 at 6%; with 100% employer match about $105,974 at 4% or $70,649 at 6%.
2014110$1,014,112$83,885$8,389iApproximate average salary by contribution assumption: employee only about $209,713 at 4% or $139,808 at 6%; with 50% employer match about $139,808 at 4% or $93,206 at 6%; with 100% employer match about $104,856 at 4% or $69,904 at 6%.
Karen L. Yee, Dds 401(K) Plan-10$1,014,112$83,885$8,389iApproximate average salary by contribution assumption: employee only about $209,713 at 4% or $139,808 at 6%; with 50% employer match about $139,808 at 4% or $93,206 at 6%; with 100% employer match about $104,856 at 4% or $69,904 at 6%.
201319$911,802$84,367$9,374iApproximate average salary by contribution assumption: employee only about $234,353 at 4% or $156,235 at 6%; with 50% employer match about $156,235 at 4% or $104,157 at 6%; with 100% employer match about $117,176 at 4% or $78,118 at 6%.
Karen L. Yee, Dds 401(K) Plan-9$911,802$84,367$9,374iApproximate average salary by contribution assumption: employee only about $234,353 at 4% or $156,235 at 6%; with 50% employer match about $156,235 at 4% or $104,157 at 6%; with 100% employer match about $117,176 at 4% or $78,118 at 6%.
201219$782,789$80,369$8,930iApproximate average salary by contribution assumption: employee only about $223,247 at 4% or $148,831 at 6%; with 50% employer match about $148,831 at 4% or $99,221 at 6%; with 100% employer match about $111,624 at 4% or $74,416 at 6%.
Karen L. Yee, Dds 401(K) Plan-9$782,789$80,369$8,930iApproximate average salary by contribution assumption: employee only about $223,247 at 4% or $148,831 at 6%; with 50% employer match about $148,831 at 4% or $99,221 at 6%; with 100% employer match about $111,624 at 4% or $74,416 at 6%.
201119$649,458$102,107$11,345iApproximate average salary by contribution assumption: employee only about $283,631 at 4% or $189,087 at 6%; with 50% employer match about $189,087 at 4% or $126,058 at 6%; with 100% employer match about $141,815 at 4% or $94,544 at 6%.
Karen L. Yee, Dds 401(K) Plan-9$649,458$102,107$11,345iApproximate average salary by contribution assumption: employee only about $283,631 at 4% or $189,087 at 6%; with 50% employer match about $189,087 at 4% or $126,058 at 6%; with 100% employer match about $141,815 at 4% or $94,544 at 6%.
201019$543,885$77,361$8,596iApproximate average salary by contribution assumption: employee only about $214,892 at 4% or $143,261 at 6%; with 50% employer match about $143,261 at 4% or $95,507 at 6%; with 100% employer match about $107,446 at 4% or $71,631 at 6%.
Karen L. Yee, Dds 401(K) Plan-9$543,885$77,361$8,596iApproximate average salary by contribution assumption: employee only about $214,892 at 4% or $143,261 at 6%; with 50% employer match about $143,261 at 4% or $95,507 at 6%; with 100% employer match about $107,446 at 4% or $71,631 at 6%.
200919$434,514$61,232$6,804iApproximate average salary by contribution assumption: employee only about $170,089 at 4% or $113,393 at 6%; with 50% employer match about $113,393 at 4% or $75,595 at 6%; with 100% employer match about $85,044 at 4% or $56,696 at 6%.
Karen L. Yee, Dds 401(K) Plan-9$434,514$61,232$6,804iApproximate average salary by contribution assumption: employee only about $170,089 at 4% or $113,393 at 6%; with 50% employer match about $113,393 at 4% or $75,595 at 6%; with 100% employer match about $85,044 at 4% or $56,696 at 6%.
200817$0$0-
Karen L. Yee, Dds 401(K) Plan-7---
200716$0$0-
Karen L. Yee, Dds 401(K) Plan-6---
200516$190,182$44,808$7,468iApproximate average salary by contribution assumption: employee only about $186,700 at 4% or $124,467 at 6%; with 50% employer match about $124,467 at 4% or $82,978 at 6%; with 100% employer match about $93,350 at 4% or $62,233 at 6%.
Karen L. Yee, Dds 401(K) Plan-6$190,182$44,808$7,468iApproximate average salary by contribution assumption: employee only about $186,700 at 4% or $124,467 at 6%; with 50% employer match about $124,467 at 4% or $82,978 at 6%; with 100% employer match about $93,350 at 4% or $62,233 at 6%.
200415$141,490$38,933$7,787iApproximate average salary by contribution assumption: employee only about $194,665 at 4% or $129,777 at 6%; with 50% employer match about $129,777 at 4% or $86,518 at 6%; with 100% employer match about $97,333 at 4% or $64,888 at 6%.
Karen L. Yee, Dds 401(K) Plan-5$141,490$38,933$7,787iApproximate average salary by contribution assumption: employee only about $194,665 at 4% or $129,777 at 6%; with 50% employer match about $129,777 at 4% or $86,518 at 6%; with 100% employer match about $97,333 at 4% or $64,888 at 6%.
200315$104,124$38,706$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
Karen L. Yee, Dds 401(K) Plan-5$104,124$38,706$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
200216$59,668$39,747$6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%.
Karen L. Yee, Dds 401(K) Plan-6$59,668$39,747$6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%.
200116$20,555$20,552$3,425iApproximate average salary by contribution assumption: employee only about $85,633 at 4% or $57,089 at 6%; with 50% employer match about $57,089 at 4% or $38,059 at 6%; with 100% employer match about $42,817 at 4% or $28,544 at 6%.
Karen L. Yee, Dds 401(K) Plan-6$20,555$20,552$3,425iApproximate average salary by contribution assumption: employee only about $85,633 at 4% or $57,089 at 6%; with 50% employer match about $57,089 at 4% or $38,059 at 6%; with 100% employer match about $42,817 at 4% or $28,544 at 6%.