Civic Intelligence

Nelson Pan, D.D.S.

Plan context: Nelson Pan, D.D.S. 401(K) Retirement Trust

EIN 04-3058365 • Melrose, MA • 26 filings • 3 plans

985 Main StMelrose, MA 02176-1913
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$3,465,195

2025 Contributions

$181,170

Historical Graphs

Total Assets Over Time

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

$3,465,195$1,732,598$0200020132025YearValue
$3,465,195Latest year 2025

Participants Over Time

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

20100200020132025YearValue
20Latest 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
2025120$3,465,195$181,170$9,059iApproximate average salary by contribution assumption: employee only about $226,463 at 4% or $150,975 at 6%; with 50% employer match about $150,975 at 4% or $100,650 at 6%; with 100% employer match about $113,231 at 4% or $75,488 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-20$3,465,195$181,170$9,059iApproximate average salary by contribution assumption: employee only about $226,463 at 4% or $150,975 at 6%; with 50% employer match about $150,975 at 4% or $100,650 at 6%; with 100% employer match about $113,231 at 4% or $75,488 at 6%.
2024112$2,852,738$154,797$12,900iApproximate average salary by contribution assumption: employee only about $322,494 at 4% or $214,996 at 6%; with 50% employer match about $214,996 at 4% or $143,331 at 6%; with 100% employer match about $161,247 at 4% or $107,498 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-12$2,852,738$154,797$12,900iApproximate average salary by contribution assumption: employee only about $322,494 at 4% or $214,996 at 6%; with 50% employer match about $214,996 at 4% or $143,331 at 6%; with 100% employer match about $161,247 at 4% or $107,498 at 6%.
2023120$2,373,698$77,326$3,866iApproximate average salary by contribution assumption: employee only about $96,658 at 4% or $64,438 at 6%; with 50% employer match about $64,438 at 4% or $42,959 at 6%; with 100% employer match about $48,329 at 4% or $32,219 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-20$2,373,698$77,326$3,866iApproximate average salary by contribution assumption: employee only about $96,658 at 4% or $64,438 at 6%; with 50% employer match about $64,438 at 4% or $42,959 at 6%; with 100% employer match about $48,329 at 4% or $32,219 at 6%.
2022119$1,929,083$66,645$3,508iApproximate average salary by contribution assumption: employee only about $87,691 at 4% or $58,461 at 6%; with 50% employer match about $58,461 at 4% or $38,974 at 6%; with 100% employer match about $43,845 at 4% or $29,230 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-19$1,929,083$66,645$3,508iApproximate average salary by contribution assumption: employee only about $87,691 at 4% or $58,461 at 6%; with 50% employer match about $58,461 at 4% or $38,974 at 6%; with 100% employer match about $43,845 at 4% or $29,230 at 6%.
2021118$2,282,981$98,375$5,465iApproximate average salary by contribution assumption: employee only about $136,632 at 4% or $91,088 at 6%; with 50% employer match about $91,088 at 4% or $60,725 at 6%; with 100% employer match about $68,316 at 4% or $45,544 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-18$2,282,981$98,375$5,465iApproximate average salary by contribution assumption: employee only about $136,632 at 4% or $91,088 at 6%; with 50% employer match about $91,088 at 4% or $60,725 at 6%; with 100% employer match about $68,316 at 4% or $45,544 at 6%.
2020117$2,020,013$58,405$3,436iApproximate average salary by contribution assumption: employee only about $85,890 at 4% or $57,260 at 6%; with 50% employer match about $57,260 at 4% or $38,173 at 6%; with 100% employer match about $42,945 at 4% or $28,630 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-17$2,020,013$58,405$3,436iApproximate average salary by contribution assumption: employee only about $85,890 at 4% or $57,260 at 6%; with 50% employer match about $57,260 at 4% or $38,173 at 6%; with 100% employer match about $42,945 at 4% or $28,630 at 6%.
2019118$1,730,581$143,953$7,997iApproximate average salary by contribution assumption: employee only about $199,935 at 4% or $133,290 at 6%; with 50% employer match about $133,290 at 4% or $88,860 at 6%; with 100% employer match about $99,967 at 4% or $66,645 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-18$1,730,581$143,953$7,997iApproximate average salary by contribution assumption: employee only about $199,935 at 4% or $133,290 at 6%; with 50% employer match about $133,290 at 4% or $88,860 at 6%; with 100% employer match about $99,967 at 4% or $66,645 at 6%.
2018115$1,275,588$37,872$2,525iApproximate average salary by contribution assumption: employee only about $63,120 at 4% or $42,080 at 6%; with 50% employer match about $42,080 at 4% or $28,053 at 6%; with 100% employer match about $31,560 at 4% or $21,040 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-15$1,275,588$37,872$2,525iApproximate average salary by contribution assumption: employee only about $63,120 at 4% or $42,080 at 6%; with 50% employer match about $42,080 at 4% or $28,053 at 6%; with 100% employer match about $31,560 at 4% or $21,040 at 6%.
201719$1,389,040$46,937$5,215iApproximate average salary by contribution assumption: employee only about $130,381 at 4% or $86,920 at 6%; with 50% employer match about $86,920 at 4% or $57,947 at 6%; with 100% employer match about $65,190 at 4% or $43,460 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-9$1,389,040$46,937$5,215iApproximate average salary by contribution assumption: employee only about $130,381 at 4% or $86,920 at 6%; with 50% employer match about $86,920 at 4% or $57,947 at 6%; with 100% employer match about $65,190 at 4% or $43,460 at 6%.
2016110$1,210,352$43,614$4,361iApproximate average salary by contribution assumption: employee only about $109,035 at 4% or $72,690 at 6%; with 50% employer match about $72,690 at 4% or $48,460 at 6%; with 100% employer match about $54,517 at 4% or $36,345 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-10$1,210,352$43,614$4,361iApproximate average salary by contribution assumption: employee only about $109,035 at 4% or $72,690 at 6%; with 50% employer match about $72,690 at 4% or $48,460 at 6%; with 100% employer match about $54,517 at 4% or $36,345 at 6%.
201518$1,063,115$39,135$4,892iApproximate average salary by contribution assumption: employee only about $122,297 at 4% or $81,531 at 6%; with 50% employer match about $81,531 at 4% or $54,354 at 6%; with 100% employer match about $61,148 at 4% or $40,766 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-8$1,063,115$39,135$4,892iApproximate average salary by contribution assumption: employee only about $122,297 at 4% or $81,531 at 6%; with 50% employer match about $81,531 at 4% or $54,354 at 6%; with 100% employer match about $61,148 at 4% or $40,766 at 6%.
201419$1,074,589$39,089$4,343iApproximate average salary by contribution assumption: employee only about $108,581 at 4% or $72,387 at 6%; with 50% employer match about $72,387 at 4% or $48,258 at 6%; with 100% employer match about $54,290 at 4% or $36,194 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-9$1,074,589$39,089$4,343iApproximate average salary by contribution assumption: employee only about $108,581 at 4% or $72,387 at 6%; with 50% employer match about $72,387 at 4% or $48,258 at 6%; with 100% employer match about $54,290 at 4% or $36,194 at 6%.
201319$1,002,926$39,984$4,443iApproximate average salary by contribution assumption: employee only about $111,067 at 4% or $74,044 at 6%; with 50% employer match about $74,044 at 4% or $49,363 at 6%; with 100% employer match about $55,533 at 4% or $37,022 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-9$1,002,926$39,984$4,443iApproximate average salary by contribution assumption: employee only about $111,067 at 4% or $74,044 at 6%; with 50% employer match about $74,044 at 4% or $49,363 at 6%; with 100% employer match about $55,533 at 4% or $37,022 at 6%.
201219$810,511$38,901$4,322iApproximate average salary by contribution assumption: employee only about $108,058 at 4% or $72,039 at 6%; with 50% employer match about $72,039 at 4% or $48,026 at 6%; with 100% employer match about $54,029 at 4% or $36,019 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-9$810,511$38,901$4,322iApproximate average salary by contribution assumption: employee only about $108,058 at 4% or $72,039 at 6%; with 50% employer match about $72,039 at 4% or $48,026 at 6%; with 100% employer match about $54,029 at 4% or $36,019 at 6%.
2011110$681,361$36,748$3,675iApproximate average salary by contribution assumption: employee only about $91,870 at 4% or $61,247 at 6%; with 50% employer match about $61,247 at 4% or $40,831 at 6%; with 100% employer match about $45,935 at 4% or $30,623 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-10$681,361$36,748$3,675iApproximate average salary by contribution assumption: employee only about $91,870 at 4% or $61,247 at 6%; with 50% employer match about $61,247 at 4% or $40,831 at 6%; with 100% employer match about $45,935 at 4% or $30,623 at 6%.
2010110$678,948$55,319$5,532iApproximate average salary by contribution assumption: employee only about $138,298 at 4% or $92,198 at 6%; with 50% employer match about $92,198 at 4% or $61,466 at 6%; with 100% employer match about $69,149 at 4% or $46,099 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-10$678,948$55,319$5,532iApproximate average salary by contribution assumption: employee only about $138,298 at 4% or $92,198 at 6%; with 50% employer match about $92,198 at 4% or $61,466 at 6%; with 100% employer match about $69,149 at 4% or $46,099 at 6%.
2009111$553,446$57,949$5,268iApproximate average salary by contribution assumption: employee only about $131,702 at 4% or $87,802 at 6%; with 50% employer match about $87,802 at 4% or $58,534 at 6%; with 100% employer match about $65,851 at 4% or $43,901 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-11$553,446$57,949$5,268iApproximate average salary by contribution assumption: employee only about $131,702 at 4% or $87,802 at 6%; with 50% employer match about $87,802 at 4% or $58,534 at 6%; with 100% employer match about $65,851 at 4% or $43,901 at 6%.
2008111$383,051$53,922$4,902iApproximate average salary by contribution assumption: employee only about $122,550 at 4% or $81,700 at 6%; with 50% employer match about $81,700 at 4% or $54,467 at 6%; with 100% employer match about $61,275 at 4% or $40,850 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-11$383,051$53,922$4,902iApproximate average salary by contribution assumption: employee only about $122,550 at 4% or $81,700 at 6%; with 50% employer match about $81,700 at 4% or $54,467 at 6%; with 100% employer match about $61,275 at 4% or $40,850 at 6%.
2007111$0$0-
Nelson Pan, D.D.S. 401(K) Retirement Trust-11---
200615$423,046$60,622$12,124iApproximate average salary by contribution assumption: employee only about $303,110 at 4% or $202,073 at 6%; with 50% employer match about $202,073 at 4% or $134,716 at 6%; with 100% employer match about $151,555 at 4% or $101,037 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-5$423,046$60,622$12,124iApproximate average salary by contribution assumption: employee only about $303,110 at 4% or $202,073 at 6%; with 50% employer match about $202,073 at 4% or $134,716 at 6%; with 100% employer match about $151,555 at 4% or $101,037 at 6%.
200514$330,879$48,583$12,146iApproximate average salary by contribution assumption: employee only about $303,644 at 4% or $202,429 at 6%; with 50% employer match about $202,429 at 4% or $134,953 at 6%; with 100% employer match about $151,822 at 4% or $101,215 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-4$330,879$48,583$12,146iApproximate average salary by contribution assumption: employee only about $303,644 at 4% or $202,429 at 6%; with 50% employer match about $202,429 at 4% or $134,953 at 6%; with 100% employer match about $151,822 at 4% or $101,215 at 6%.
200414$278,186$53,500$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-4$278,186$53,500$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
200313$222,902$45,014$15,005iApproximate average salary by contribution assumption: employee only about $375,117 at 4% or $250,078 at 6%; with 50% employer match about $250,078 at 4% or $166,719 at 6%; with 100% employer match about $187,558 at 4% or $125,039 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-3$222,902$45,014$15,005iApproximate average salary by contribution assumption: employee only about $375,117 at 4% or $250,078 at 6%; with 50% employer match about $250,078 at 4% or $166,719 at 6%; with 100% employer match about $187,558 at 4% or $125,039 at 6%.
200212$161,970$48,725$24,363iApproximate average salary by contribution assumption: employee only about $609,063 at 4% or $406,042 at 6%; with 50% employer match about $406,042 at 4% or $270,694 at 6%; with 100% employer match about $304,531 at 4% or $203,021 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-2$161,970$48,725$24,363iApproximate average salary by contribution assumption: employee only about $609,063 at 4% or $406,042 at 6%; with 50% employer match about $406,042 at 4% or $270,694 at 6%; with 100% employer match about $304,531 at 4% or $203,021 at 6%.
200113$121,970$38,498$12,833iApproximate average salary by contribution assumption: employee only about $320,817 at 4% or $213,878 at 6%; with 50% employer match about $213,878 at 4% or $142,585 at 6%; with 100% employer match about $160,408 at 4% or $106,939 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-3$121,970$38,498$12,833iApproximate average salary by contribution assumption: employee only about $320,817 at 4% or $213,878 at 6%; with 50% employer match about $213,878 at 4% or $142,585 at 6%; with 100% employer match about $160,408 at 4% or $106,939 at 6%.
200013$95,405$40,573$13,524iApproximate average salary by contribution assumption: employee only about $338,108 at 4% or $225,406 at 6%; with 50% employer match about $225,406 at 4% or $150,270 at 6%; with 100% employer match about $169,054 at 4% or $112,703 at 6%.
Nelson Pan, D.D.S. 401(K) Retirement Trust-3$95,405$40,573$13,524iApproximate average salary by contribution assumption: employee only about $338,108 at 4% or $225,406 at 6%; with 50% employer match about $225,406 at 4% or $150,270 at 6%; with 100% employer match about $169,054 at 4% or $112,703 at 6%.