Civic Intelligence

Alan Shelhamer, D.D.S. PC. (DBA) Shelhamer Oral & Maxillofacial Surg

Plan context: Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan

EIN 27-1088856 • Carlsbad, CA • 15 filings • 3 plans

6221 Metropolitan St., Suite 103Carlsbad, CA 92009-3096
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$763,558

2024 Contributions

$16,056

Historical Graphs

Total Assets Over Time

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

$763,558$381,779$0201520202024YearValue
$763,558Latest year 2024

Participants Over Time

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

530201520202024YearValue
5Latest year 2024

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
202425$763,558$16,056$3,211iApproximate average salary by contribution assumption: employee only about $80,280 at 4% or $53,520 at 6%; with 50% employer match about $53,520 at 4% or $35,680 at 6%; with 100% employer match about $40,140 at 4% or $26,760 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-5$470,696$15,436$3,087iApproximate average salary by contribution assumption: employee only about $77,180 at 4% or $51,453 at 6%; with 50% employer match about $51,453 at 4% or $34,302 at 6%; with 100% employer match about $38,590 at 4% or $25,727 at 6%.
Shelhamer Oral & Maxillofacial Surgery Cash Balance Plan-4$292,862$620$155iApproximate average salary by contribution assumption: employee only about $3,875 at 4% or $2,583 at 6%; with 50% employer match about $2,583 at 4% or $1,722 at 6%; with 100% employer match about $1,938 at 4% or $1,292 at 6%.
202324$655,904$96,103$24,026iApproximate average salary by contribution assumption: employee only about $600,644 at 4% or $400,429 at 6%; with 50% employer match about $400,429 at 4% or $266,953 at 6%; with 100% employer match about $300,322 at 4% or $200,215 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-4$397,753$13,269$3,317iApproximate average salary by contribution assumption: employee only about $82,931 at 4% or $55,288 at 6%; with 50% employer match about $55,288 at 4% or $36,858 at 6%; with 100% employer match about $41,466 at 4% or $27,644 at 6%.
Shelhamer Oral & Maxillofacial Surgery Cash Balance Plan-4$258,151$82,834$20,709iApproximate average salary by contribution assumption: employee only about $517,713 at 4% or $345,142 at 6%; with 50% employer match about $345,142 at 4% or $230,094 at 6%; with 100% employer match about $258,856 at 4% or $172,571 at 6%.
202224$479,061$92,015$23,004iApproximate average salary by contribution assumption: employee only about $575,094 at 4% or $383,396 at 6%; with 50% employer match about $383,396 at 4% or $255,597 at 6%; with 100% employer match about $287,547 at 4% or $191,698 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-4$329,795$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Shelhamer Oral & Maxillofacial Surgery Cash Balance Plan-4$149,266$77,015$19,254iApproximate average salary by contribution assumption: employee only about $481,344 at 4% or $320,896 at 6%; with 50% employer match about $320,896 at 4% or $213,931 at 6%; with 100% employer match about $240,672 at 4% or $160,448 at 6%.
202124$457,110$14,359$3,590iApproximate average salary by contribution assumption: employee only about $89,744 at 4% or $59,829 at 6%; with 50% employer match about $59,829 at 4% or $39,886 at 6%; with 100% employer match about $44,872 at 4% or $29,915 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-4$374,012$14,359$3,590iApproximate average salary by contribution assumption: employee only about $89,744 at 4% or $59,829 at 6%; with 50% employer match about $59,829 at 4% or $39,886 at 6%; with 100% employer match about $44,872 at 4% or $29,915 at 6%.
Shelhamer Oral & Maxillofacial Surgery Cash Balance Plan-4$83,098$0-
202024$400,774$80,679$20,170iApproximate average salary by contribution assumption: employee only about $504,244 at 4% or $336,163 at 6%; with 50% employer match about $336,163 at 4% or $224,108 at 6%; with 100% employer match about $252,122 at 4% or $168,081 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-4$320,095$0-
Shelhamer Oral & Maxillofacial Surgery Cash Balance Plan-4$80,679$80,679$20,170iApproximate average salary by contribution assumption: employee only about $504,244 at 4% or $336,163 at 6%; with 50% employer match about $336,163 at 4% or $224,108 at 6%; with 100% employer match about $252,122 at 4% or $168,081 at 6%.
201913$276,766$43,994$14,665iApproximate average salary by contribution assumption: employee only about $366,617 at 4% or $244,411 at 6%; with 50% employer match about $244,411 at 4% or $162,941 at 6%; with 100% employer match about $183,308 at 4% or $122,206 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-3$276,766$43,994$14,665iApproximate average salary by contribution assumption: employee only about $366,617 at 4% or $244,411 at 6%; with 50% employer match about $244,411 at 4% or $162,941 at 6%; with 100% employer match about $183,308 at 4% or $122,206 at 6%.
201814$198,099$47,702$11,926iApproximate average salary by contribution assumption: employee only about $298,138 at 4% or $198,758 at 6%; with 50% employer match about $198,758 at 4% or $132,506 at 6%; with 100% employer match about $149,069 at 4% or $99,379 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-4$198,099$47,702$11,926iApproximate average salary by contribution assumption: employee only about $298,138 at 4% or $198,758 at 6%; with 50% employer match about $198,758 at 4% or $132,506 at 6%; with 100% employer match about $149,069 at 4% or $99,379 at 6%.
201714$171,979$59,113$14,778iApproximate average salary by contribution assumption: employee only about $369,456 at 4% or $246,304 at 6%; with 50% employer match about $246,304 at 4% or $164,203 at 6%; with 100% employer match about $184,728 at 4% or $123,152 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-4$171,979$59,113$14,778iApproximate average salary by contribution assumption: employee only about $369,456 at 4% or $246,304 at 6%; with 50% employer match about $246,304 at 4% or $164,203 at 6%; with 100% employer match about $184,728 at 4% or $123,152 at 6%.
201614$93,634$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-4$93,634$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201515$59,271$59,271$11,854iApproximate average salary by contribution assumption: employee only about $296,355 at 4% or $197,570 at 6%; with 50% employer match about $197,570 at 4% or $131,713 at 6%; with 100% employer match about $148,178 at 4% or $98,785 at 6%.
Shelhamer Oral & Maxillofacial Surgery Profit Sharing Plan-5$59,271$59,271$11,854iApproximate average salary by contribution assumption: employee only about $296,355 at 4% or $197,570 at 6%; with 50% employer match about $197,570 at 4% or $131,713 at 6%; with 100% employer match about $148,178 at 4% or $98,785 at 6%.