Civic Intelligence

Wallace J Bellamy DMD

Plan context: Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust

EIN 27-0043453 • Elk Grove, CA • 13 filings • 4 plans

8007 Laguna Blvd Ste 3Elk Grove, CA 95758-7920
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$185,839

2018 Contributions

$18,000

Historical Graphs

Total Assets Over Time

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

$191,038$95,519$0200620132018YearValue
$185,839Latest year 2018

Participants Over Time

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

420200620132018YearValue
1Latest year 2018

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
201811$185,839$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-1$185,839$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201711$191,038$19,074$19,074iApproximate average salary by contribution assumption: employee only about $476,850 at 4% or $317,900 at 6%; with 50% employer match about $317,900 at 4% or $211,933 at 6%; with 100% employer match about $238,425 at 4% or $158,950 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-1$191,038$19,074$19,074iApproximate average salary by contribution assumption: employee only about $476,850 at 4% or $317,900 at 6%; with 50% employer match about $317,900 at 4% or $211,933 at 6%; with 100% employer match about $238,425 at 4% or $158,950 at 6%.
201612$167,795$18,885$9,443iApproximate average salary by contribution assumption: employee only about $236,063 at 4% or $157,375 at 6%; with 50% employer match about $157,375 at 4% or $104,917 at 6%; with 100% employer match about $118,031 at 4% or $78,688 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$167,795$18,885$9,443iApproximate average salary by contribution assumption: employee only about $236,063 at 4% or $157,375 at 6%; with 50% employer match about $157,375 at 4% or $104,917 at 6%; with 100% employer match about $118,031 at 4% or $78,688 at 6%.
201512$155,080$18,906$9,453iApproximate average salary by contribution assumption: employee only about $236,325 at 4% or $157,550 at 6%; with 50% employer match about $157,550 at 4% or $105,033 at 6%; with 100% employer match about $118,163 at 4% or $78,775 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$155,080$18,906$9,453iApproximate average salary by contribution assumption: employee only about $236,325 at 4% or $157,550 at 6%; with 50% employer match about $157,550 at 4% or $105,033 at 6%; with 100% employer match about $118,163 at 4% or $78,775 at 6%.
201412$138,262$16,462$8,231iApproximate average salary by contribution assumption: employee only about $205,775 at 4% or $137,183 at 6%; with 50% employer match about $137,183 at 4% or $91,456 at 6%; with 100% employer match about $102,888 at 4% or $68,592 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$138,262$16,462$8,231iApproximate average salary by contribution assumption: employee only about $205,775 at 4% or $137,183 at 6%; with 50% employer match about $137,183 at 4% or $91,456 at 6%; with 100% employer match about $102,888 at 4% or $68,592 at 6%.
201312$116,479$15,950$7,975iApproximate average salary by contribution assumption: employee only about $199,375 at 4% or $132,917 at 6%; with 50% employer match about $132,917 at 4% or $88,611 at 6%; with 100% employer match about $99,688 at 4% or $66,458 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$116,479$15,950$7,975iApproximate average salary by contribution assumption: employee only about $199,375 at 4% or $132,917 at 6%; with 50% employer match about $132,917 at 4% or $88,611 at 6%; with 100% employer match about $99,688 at 4% or $66,458 at 6%.
201212$84,872$15,613$7,807iApproximate average salary by contribution assumption: employee only about $195,163 at 4% or $130,108 at 6%; with 50% employer match about $130,108 at 4% or $86,739 at 6%; with 100% employer match about $97,581 at 4% or $65,054 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$84,872$15,613$7,807iApproximate average salary by contribution assumption: employee only about $195,163 at 4% or $130,108 at 6%; with 50% employer match about $130,108 at 4% or $86,739 at 6%; with 100% employer match about $97,581 at 4% or $65,054 at 6%.
201112$63,815$12,919$6,460iApproximate average salary by contribution assumption: employee only about $161,488 at 4% or $107,658 at 6%; with 50% employer match about $107,658 at 4% or $71,772 at 6%; with 100% employer match about $80,744 at 4% or $53,829 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$63,815$12,919$6,460iApproximate average salary by contribution assumption: employee only about $161,488 at 4% or $107,658 at 6%; with 50% employer match about $107,658 at 4% or $71,772 at 6%; with 100% employer match about $80,744 at 4% or $53,829 at 6%.
201012$56,450$11,993$5,997iApproximate average salary by contribution assumption: employee only about $149,913 at 4% or $99,942 at 6%; with 50% employer match about $99,942 at 4% or $66,628 at 6%; with 100% employer match about $74,956 at 4% or $49,971 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$56,450$11,993$5,997iApproximate average salary by contribution assumption: employee only about $149,913 at 4% or $99,942 at 6%; with 50% employer match about $99,942 at 4% or $66,628 at 6%; with 100% employer match about $74,956 at 4% or $49,971 at 6%.
200922$71,248$21,864$10,932iApproximate average salary by contribution assumption: employee only about $273,300 at 4% or $182,200 at 6%; with 50% employer match about $182,200 at 4% or $121,467 at 6%; with 100% employer match about $136,650 at 4% or $91,100 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$42,482$12,046$6,023iApproximate average salary by contribution assumption: employee only about $150,575 at 4% or $100,383 at 6%; with 50% employer match about $100,383 at 4% or $66,922 at 6%; with 100% employer match about $75,288 at 4% or $50,192 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$28,766$9,818$4,909iApproximate average salary by contribution assumption: employee only about $122,725 at 4% or $81,817 at 6%; with 50% employer match about $81,817 at 4% or $54,544 at 6%; with 100% employer match about $61,363 at 4% or $40,908 at 6%.
200812$27,153$10,730$5,365iApproximate average salary by contribution assumption: employee only about $134,125 at 4% or $89,417 at 6%; with 50% employer match about $89,417 at 4% or $59,611 at 6%; with 100% employer match about $67,063 at 4% or $44,708 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-2$27,153$10,730$5,365iApproximate average salary by contribution assumption: employee only about $134,125 at 4% or $89,417 at 6%; with 50% employer match about $89,417 at 4% or $59,611 at 6%; with 100% employer match about $67,063 at 4% or $44,708 at 6%.
200614$24,551$9,681$2,420iApproximate average salary by contribution assumption: employee only about $60,506 at 4% or $40,338 at 6%; with 50% employer match about $40,338 at 4% or $26,892 at 6%; with 100% employer match about $30,253 at 4% or $20,169 at 6%.
Wallace J Bellamy DMD Inc 401(K) Profit Sharing Plan & Trust-4$24,551$9,681$2,420iApproximate average salary by contribution assumption: employee only about $60,506 at 4% or $40,338 at 6%; with 50% employer match about $40,338 at 4% or $26,892 at 6%; with 100% employer match about $30,253 at 4% or $20,169 at 6%.