Civic Intelligence

James W. Mellert, Dds, Apc

Plan context: JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN

EIN 33-0056789 • Torrance, CA • 31 filings • 7 plans

3480 Torrance Blvd, #100Torrance, CA 90503-5636
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,068,402

2024 Contributions

$314,159

Historical Graphs

Total Assets Over Time

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

$1,642,743$821,372$0200420152024YearValue
$1,068,402Latest year 2024

Participants Over Time

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

1680200420142024YearValue
16Latest 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
2024216$1,068,402$314,159$19,635iApproximate average salary by contribution assumption: employee only about $490,873 at 4% or $327,249 at 6%; with 50% employer match about $327,249 at 4% or $218,166 at 6%; with 100% employer match about $245,437 at 4% or $163,624 at 6%.
JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN-16$862,842$250,000$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
JAMES W. MELLERT, DDS, APC PROFIT SHARING PLAN-12$205,560$64,159$5,347iApproximate average salary by contribution assumption: employee only about $133,665 at 4% or $89,110 at 6%; with 50% employer match about $89,110 at 4% or $59,406 at 6%; with 100% employer match about $66,832 at 4% or $44,555 at 6%.
2023216$694,311$50,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN-16$564,440$50,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
JAMES W. MELLERT, DDS, APC PROFIT SHARING PLAN-10$129,871$0-
2022216$497,596$0-
JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN-16$382,017$0-
JAMES W. MELLERT, DDS, APC PROFIT SHARING PLAN-10$115,579$0-
2021212$581,913$180,575$15,048iApproximate average salary by contribution assumption: employee only about $376,198 at 4% or $250,799 at 6%; with 50% employer match about $250,799 at 4% or $167,199 at 6%; with 100% employer match about $188,099 at 4% or $125,399 at 6%.
JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN-12$455,763$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
JAMES W. MELLERT, DDS, APC PROFIT SHARING PLAN-12$126,150$80,575$6,715iApproximate average salary by contribution assumption: employee only about $167,865 at 4% or $111,910 at 6%; with 50% employer match about $111,910 at 4% or $74,606 at 6%; with 100% employer match about $83,932 at 4% or $55,955 at 6%.
2020310$372,444$372,444$37,244iApproximate average salary by contribution assumption: employee only about $931,110 at 4% or $620,740 at 6%; with 50% employer match about $620,740 at 4% or $413,827 at 6%; with 100% employer match about $465,555 at 4% or $310,370 at 6%.
JAMES W. MELLERT, DDS, APC DEFINED BENEFIT PLAN-10$330,000$330,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
JAMES W. MELLERT, DDS, APC PROFIT SHARING PLAN-9$42,444$42,444$4,716iApproximate average salary by contribution assumption: employee only about $117,900 at 4% or $78,600 at 6%; with 50% employer match about $78,600 at 4% or $52,400 at 6%; with 100% employer match about $58,950 at 4% or $39,300 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-0$0$0-
2019111$1,024,897$22,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-11$1,024,897$22,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
2018112$976,102$17,863$1,489iApproximate average salary by contribution assumption: employee only about $37,215 at 4% or $24,810 at 6%; with 50% employer match about $24,810 at 4% or $16,540 at 6%; with 100% employer match about $18,607 at 4% or $12,405 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-12$976,102$17,863$1,489iApproximate average salary by contribution assumption: employee only about $37,215 at 4% or $24,810 at 6%; with 50% employer match about $24,810 at 4% or $16,540 at 6%; with 100% employer match about $18,607 at 4% or $12,405 at 6%.
2017114$1,298,025$49,767$3,555iApproximate average salary by contribution assumption: employee only about $88,870 at 4% or $59,246 at 6%; with 50% employer match about $59,246 at 4% or $39,498 at 6%; with 100% employer match about $44,435 at 4% or $29,623 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-14$1,298,025$49,767$3,555iApproximate average salary by contribution assumption: employee only about $88,870 at 4% or $59,246 at 6%; with 50% employer match about $59,246 at 4% or $39,498 at 6%; with 100% employer match about $44,435 at 4% or $29,623 at 6%.
2016111$1,231,249$0-
James W. Mellert, Dds, Apc Defined Benefit Plan-11$1,231,249$0-
2015111$1,216,668$0-
James W. Mellert, Dds, Apc Defined Benefit Plan-11$1,216,668$0-
2014110$1,159,900$0-
James W. Mellert, Dds, Apc Defined Benefit Plan-10$1,159,900$0-
2013111$1,108,497$2,000$182iApproximate average salary by contribution assumption: employee only about $4,545 at 4% or $3,030 at 6%; with 50% employer match about $3,030 at 4% or $2,020 at 6%; with 100% employer match about $2,273 at 4% or $1,515 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-11$1,108,497$2,000$182iApproximate average salary by contribution assumption: employee only about $4,545 at 4% or $3,030 at 6%; with 50% employer match about $3,030 at 4% or $2,020 at 6%; with 100% employer match about $2,273 at 4% or $1,515 at 6%.
2012211$956,676$0-
James W. Mellert, Dds, Apc Defined Benefit Plan-11$956,676$0-
JAMES W. MELLERT, DDS, INC. WELFARE BENEFIT TRUST-0$0$0-
2011211$1,642,743$10,459$951iApproximate average salary by contribution assumption: employee only about $23,770 at 4% or $15,847 at 6%; with 50% employer match about $15,847 at 4% or $10,565 at 6%; with 100% employer match about $11,885 at 4% or $7,923 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-11$888,408$0-
JAMES W. MELLERT, DDS, INC WELFARE BENEFIT TRUST-11$754,335$10,459$951iApproximate average salary by contribution assumption: employee only about $23,770 at 4% or $15,847 at 6%; with 50% employer match about $15,847 at 4% or $10,565 at 6%; with 100% employer match about $11,885 at 4% or $7,923 at 6%.
2010211$1,639,752$106,189$9,654iApproximate average salary by contribution assumption: employee only about $241,339 at 4% or $160,892 at 6%; with 50% employer match about $160,892 at 4% or $107,262 at 6%; with 100% employer match about $120,669 at 4% or $80,446 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-11$939,135$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
JAMES W. MELLERT, DDS, INC WELFARE BENEFIT TRUST-11$700,617$6,189$563iApproximate average salary by contribution assumption: employee only about $14,066 at 4% or $9,377 at 6%; with 50% employer match about $9,377 at 4% or $6,252 at 6%; with 100% employer match about $7,033 at 4% or $4,689 at 6%.
2009212$1,478,924$154,890$12,908iApproximate average salary by contribution assumption: employee only about $322,688 at 4% or $215,125 at 6%; with 50% employer match about $215,125 at 4% or $143,417 at 6%; with 100% employer match about $161,344 at 4% or $107,563 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-12$754,605$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
JAMES W. MELLERT, DDS, INC WELFARE BENEFIT TRUST-7$724,319$4,890$699iApproximate average salary by contribution assumption: employee only about $17,464 at 4% or $11,643 at 6%; with 50% employer match about $11,643 at 4% or $7,762 at 6%; with 100% employer match about $8,732 at 4% or $5,821 at 6%.
200819$0$0-
James W. Mellert, Dds, Apc Defined Benefit Plan-9---
200717$775,074$192,000$27,429iApproximate average salary by contribution assumption: employee only about $685,714 at 4% or $457,143 at 6%; with 50% employer match about $457,143 at 4% or $304,762 at 6%; with 100% employer match about $342,857 at 4% or $228,571 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-7$775,074$192,000$27,429iApproximate average salary by contribution assumption: employee only about $685,714 at 4% or $457,143 at 6%; with 50% employer match about $457,143 at 4% or $304,762 at 6%; with 100% employer match about $342,857 at 4% or $228,571 at 6%.
200619$581,795$189,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-9$581,795$189,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
2005111$363,597$186,000$16,909iApproximate average salary by contribution assumption: employee only about $422,727 at 4% or $281,818 at 6%; with 50% employer match about $281,818 at 4% or $187,879 at 6%; with 100% employer match about $211,364 at 4% or $140,909 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-11$363,597$186,000$16,909iApproximate average salary by contribution assumption: employee only about $422,727 at 4% or $281,818 at 6%; with 50% employer match about $281,818 at 4% or $187,879 at 6%; with 100% employer match about $211,364 at 4% or $140,909 at 6%.
2004112$175,332$175,332$14,611iApproximate average salary by contribution assumption: employee only about $365,275 at 4% or $243,517 at 6%; with 50% employer match about $243,517 at 4% or $162,344 at 6%; with 100% employer match about $182,638 at 4% or $121,758 at 6%.
James W. Mellert, Dds, Apc Defined Benefit Plan-12$175,332$175,332$14,611iApproximate average salary by contribution assumption: employee only about $365,275 at 4% or $243,517 at 6%; with 50% employer match about $243,517 at 4% or $162,344 at 6%; with 100% employer match about $182,638 at 4% or $121,758 at 6%.