A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?AMY K LEE DDS
AMY K LEE DDS 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025
Public filing 2025 · received Apr 20, 2026Verified current terms Not available
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan looks somewhat stronger than typical peers.
61filing comparison
out of 100
out of 100
$5,203 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202561out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions80th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense17th percentileTypical peer $71 · based on 50,652 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, AMY K LEE DDS reported $72,839 in employer contributions across this plan, or $5,203 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $72,839 $5,203 per active participant
- Participant contributions
- $56,900
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 56.1%
- Active participants
- 14 Small plan
- Total participants
- 18 18 at the beginning of the year
- Ending assets
- $1,332,156 $74,009 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $1,058,377
- Ending net assets
- $1,332,156
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $308,514
- Total expenses
- $34,735
- Administrative expenses
- $12,958 $720 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$5,203
2025
$720
2025
14
2025
$1,332,156
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $5,203 | 14 | 1.3M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 352242357-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2010
- Industry
- Health care and social assistance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2J2K2F2G2R3B3D2A
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period Sep 28, 2025LEE ENTERPRISES, Inc — 10-K filed 2025-11-26 ↗
Official filing · details not yet checkedWhat it says about employer contributions
ted to the NEOs is reflected in “Outstanding Equity Awards at September 28, 2025” below. (2) Includes discretionary amounts paid under the annual cash incentive plan. (3) Includes matching contributions made to the Company's Retirement Account Plan and Non-Qualified Plan during the year. To the extent qualifying compensation was not received during the year, such as certain non-equity incentive plan compensation, the related matching contribution may be reported in a subsequent year. (4) The Lee Foundation, an affiliate of the Company, matches on a dollar-for-dollar basis up to $5,000 annually, charitable contributions made by NEOs to qualifying organizations. Such matching contributions are not considered compensation of the NEO. 32 Table of Contents Outstanding Equity Awards at September
What it says about vesting
s are expected to be outstanding, and is determined based on historical experience of similar awards, giving consideration to contractual terms of the 52 Table of Contents awards, vesting schedules and expectations of future employee behavior. The volatility factor is calculated using historical market data for our Common Stock. The time frame used is equal to the expected term. We base the risk-free interest rate on the yield to maturity at the time of the stock option grant on zero-coupon U.S. government bonds having a remaining term equal to the option's expected term. When estimating forfeitures, we consider voluntary termination behavior as well as actual option forfeitures. We amortize as compensation expense the value of stock options and restricted Common Stock using the straight-l
What it says about fees
obligation, end of year 175,524 188,528 Fair value of plan assets, beginning of year: 193,192 210,031 Actual return on plan assets 8,285 19,957 Benefits paid ( 13,655 ) ( 13,021 ) Administrative expenses paid ( 1,470 ) ( 1,155 ) Settlements — ( 22,620 ) Fair value of plan assets, end of year 186,352 193,192 Funded status 10,828 4,664 Disaggregated amounts recognized in the Consolidated Balance Sheets are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Net pension assets 10,828 4,664 Accumulated other comprehensive income (before income taxes) 14,683 8,804 Amounts recognized in accumulated other comprehensive (loss) income are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Unrecognized net actuarial gain 17,581 12,550 Unrecognized prior service
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260420223149NAL0001869633001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗