Civic Intelligence

Jonathon Everett Lee, D.D.S. Inc.

Plan context: Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan

EIN 94-3358524 • Foster City, CA • 10 filings • 1 plans

198 Flying Mist IsleFoster City, CA 94404
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,430,689

2025 Contributions

$92,899

Historical Graphs

Total Assets Over Time

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

$7,200,144$3,600,072$0201620212025YearValue
$2,430,689Latest year 2025

Participants Over Time

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

1260201620212025YearValue
6Latest year 2025

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
202516$2,430,689$92,899$15,483iApproximate average salary by contribution assumption: employee only about $387,079 at 4% or $258,053 at 6%; with 50% employer match about $258,053 at 4% or $172,035 at 6%; with 100% employer match about $193,540 at 4% or $129,026 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-6$2,430,689$92,899$15,483iApproximate average salary by contribution assumption: employee only about $387,079 at 4% or $258,053 at 6%; with 50% employer match about $258,053 at 4% or $172,035 at 6%; with 100% employer match about $193,540 at 4% or $129,026 at 6%.
202418$7,111,061$85,492$10,687iApproximate average salary by contribution assumption: employee only about $267,163 at 4% or $178,108 at 6%; with 50% employer match about $178,108 at 4% or $118,739 at 6%; with 100% employer match about $133,581 at 4% or $89,054 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-8$7,111,061$85,492$10,687iApproximate average salary by contribution assumption: employee only about $267,163 at 4% or $178,108 at 6%; with 50% employer match about $178,108 at 4% or $118,739 at 6%; with 100% employer match about $133,581 at 4% or $89,054 at 6%.
2023110$6,694,496$81,792$8,179iApproximate average salary by contribution assumption: employee only about $204,480 at 4% or $136,320 at 6%; with 50% employer match about $136,320 at 4% or $90,880 at 6%; with 100% employer match about $102,240 at 4% or $68,160 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-10$6,694,496$81,792$8,179iApproximate average salary by contribution assumption: employee only about $204,480 at 4% or $136,320 at 6%; with 50% employer match about $136,320 at 4% or $90,880 at 6%; with 100% employer match about $102,240 at 4% or $68,160 at 6%.
202219$6,073,510$77,928$8,659iApproximate average salary by contribution assumption: employee only about $216,467 at 4% or $144,311 at 6%; with 50% employer match about $144,311 at 4% or $96,207 at 6%; with 100% employer match about $108,233 at 4% or $72,156 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-9$6,073,510$77,928$8,659iApproximate average salary by contribution assumption: employee only about $216,467 at 4% or $144,311 at 6%; with 50% employer match about $144,311 at 4% or $96,207 at 6%; with 100% employer match about $108,233 at 4% or $72,156 at 6%.
202119$7,200,144$77,847$8,650iApproximate average salary by contribution assumption: employee only about $216,242 at 4% or $144,161 at 6%; with 50% employer match about $144,161 at 4% or $96,107 at 6%; with 100% employer match about $108,121 at 4% or $72,081 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-9$7,200,144$77,847$8,650iApproximate average salary by contribution assumption: employee only about $216,242 at 4% or $144,161 at 6%; with 50% employer match about $144,161 at 4% or $96,107 at 6%; with 100% employer match about $108,121 at 4% or $72,081 at 6%.
2020110$6,509,509$77,247$7,725iApproximate average salary by contribution assumption: employee only about $193,118 at 4% or $128,745 at 6%; with 50% employer match about $128,745 at 4% or $85,830 at 6%; with 100% employer match about $96,559 at 4% or $64,373 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-10$6,509,509$77,247$7,725iApproximate average salary by contribution assumption: employee only about $193,118 at 4% or $128,745 at 6%; with 50% employer match about $128,745 at 4% or $85,830 at 6%; with 100% employer match about $96,559 at 4% or $64,373 at 6%.
2019111$6,100,130$89,674$8,152iApproximate average salary by contribution assumption: employee only about $203,805 at 4% or $135,870 at 6%; with 50% employer match about $135,870 at 4% or $90,580 at 6%; with 100% employer match about $101,902 at 4% or $67,935 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-11$6,100,130$89,674$8,152iApproximate average salary by contribution assumption: employee only about $203,805 at 4% or $135,870 at 6%; with 50% employer match about $135,870 at 4% or $90,580 at 6%; with 100% employer match about $101,902 at 4% or $67,935 at 6%.
2018111$5,481,003$88,529$8,048iApproximate average salary by contribution assumption: employee only about $201,202 at 4% or $134,135 at 6%; with 50% employer match about $134,135 at 4% or $89,423 at 6%; with 100% employer match about $100,601 at 4% or $67,067 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-11$5,481,003$88,529$8,048iApproximate average salary by contribution assumption: employee only about $201,202 at 4% or $134,135 at 6%; with 50% employer match about $134,135 at 4% or $89,423 at 6%; with 100% employer match about $100,601 at 4% or $67,067 at 6%.
201719$5,806,910$81,669$9,074iApproximate average salary by contribution assumption: employee only about $226,858 at 4% or $151,239 at 6%; with 50% employer match about $151,239 at 4% or $100,826 at 6%; with 100% employer match about $113,429 at 4% or $75,619 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-9$5,806,910$81,669$9,074iApproximate average salary by contribution assumption: employee only about $226,858 at 4% or $151,239 at 6%; with 50% employer match about $151,239 at 4% or $100,826 at 6%; with 100% employer match about $113,429 at 4% or $75,619 at 6%.
2016112$5,395,532$88,863$7,405iApproximate average salary by contribution assumption: employee only about $185,131 at 4% or $123,421 at 6%; with 50% employer match about $123,421 at 4% or $82,281 at 6%; with 100% employer match about $92,566 at 4% or $61,710 at 6%.
Jonathon Everett Lee, D.D.S. Inc. 401(K) Profit Sharing Plan-12$5,395,532$88,863$7,405iApproximate average salary by contribution assumption: employee only about $185,131 at 4% or $123,421 at 6%; with 50% employer match about $123,421 at 4% or $82,281 at 6%; with 100% employer match about $92,566 at 4% or $61,710 at 6%.