Stephen W. Lee Dds
Plan context: Stephen W. Lee Dds Retirement Plan
EIN 95-3488544 • Fountain Valley, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$297,896
2018 Contributions
$54,750
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Stephen W. Lee Dds Retirement Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 4 | $297,896 | $54,750 | $13,688iApproximate average salary by contribution assumption: employee only about $342,188 at 4% or $228,125 at 6%; with 50% employer match about $228,125 at 4% or $152,083 at 6%; with 100% employer match about $171,094 at 4% or $114,063 at 6%. |
| Stephen W. Lee Dds Retirement Plan | - | 4 | $297,896 | $54,750 | $13,688iApproximate average salary by contribution assumption: employee only about $342,188 at 4% or $228,125 at 6%; with 50% employer match about $228,125 at 4% or $152,083 at 6%; with 100% employer match about $171,094 at 4% or $114,063 at 6%. |
| 2016 | 1 | 4 | $211,477 | $72,837 | $18,209iApproximate average salary by contribution assumption: employee only about $455,231 at 4% or $303,488 at 6%; with 50% employer match about $303,488 at 4% or $202,325 at 6%; with 100% employer match about $227,616 at 4% or $151,744 at 6%. |
| Stephen W. Lee Dds Retirement Plan | - | 4 | $211,477 | $72,837 | $18,209iApproximate average salary by contribution assumption: employee only about $455,231 at 4% or $303,488 at 6%; with 50% employer match about $303,488 at 4% or $202,325 at 6%; with 100% employer match about $227,616 at 4% or $151,744 at 6%. |
| 2015 | 1 | 4 | $131,068 | $74,374 | $18,594iApproximate average salary by contribution assumption: employee only about $464,838 at 4% or $309,892 at 6%; with 50% employer match about $309,892 at 4% or $206,594 at 6%; with 100% employer match about $232,419 at 4% or $154,946 at 6%. |
| Stephen W. Lee Dds Retirement Plan | - | 4 | $131,068 | $74,374 | $18,594iApproximate average salary by contribution assumption: employee only about $464,838 at 4% or $309,892 at 6%; with 50% employer match about $309,892 at 4% or $206,594 at 6%; with 100% employer match about $232,419 at 4% or $154,946 at 6%. |
| 2014 | 1 | 4 | $59,146 | $59,146 | $14,787iApproximate average salary by contribution assumption: employee only about $369,663 at 4% or $246,442 at 6%; with 50% employer match about $246,442 at 4% or $164,294 at 6%; with 100% employer match about $184,831 at 4% or $123,221 at 6%. |
| Stephen W. Lee Dds Retirement Plan | - | 4 | $59,146 | $59,146 | $14,787iApproximate average salary by contribution assumption: employee only about $369,663 at 4% or $246,442 at 6%; with 50% employer match about $246,442 at 4% or $164,294 at 6%; with 100% employer match about $184,831 at 4% or $123,221 at 6%. |