Civic Intelligence

James D. Fellman, D.D.S., P.A.

Plan context: James D. Fellman, D.D.S., P.A. Profit Sharing Plan

EIN 41-1309344 • Duluth, MN • 37 filings • 14 plans

1901 South Street, Suite 2Duluth, MN 55812
Current Snapshot

Latest Year

2020

2020 Participants

28

2020 Assets

$3,906,469

2020 Contributions

$984,370

Historical Graphs

Total Assets Over Time

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

$3,906,469$1,953,235$0199920102020YearValue
$3,906,469Latest year 2020

Participants Over Time

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

28140199920102020YearValue
28Latest year 2020

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
2020128$3,906,469$984,370$35,156iApproximate average salary by contribution assumption: employee only about $878,902 at 4% or $585,935 at 6%; with 50% employer match about $585,935 at 4% or $390,623 at 6%; with 100% employer match about $439,451 at 4% or $292,967 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-28$3,906,469$984,370$35,156iApproximate average salary by contribution assumption: employee only about $878,902 at 4% or $585,935 at 6%; with 50% employer match about $585,935 at 4% or $390,623 at 6%; with 100% employer match about $439,451 at 4% or $292,967 at 6%.
2019324$3,322,551$224,344$9,348iApproximate average salary by contribution assumption: employee only about $233,692 at 4% or $155,794 at 6%; with 50% employer match about $155,794 at 4% or $103,863 at 6%; with 100% employer match about $116,846 at 4% or $77,897 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-24$2,372,988$188,344$7,848iApproximate average salary by contribution assumption: employee only about $196,192 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,096 at 4% or $65,397 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-17$949,563$36,000$2,118iApproximate average salary by contribution assumption: employee only about $52,941 at 4% or $35,294 at 6%; with 50% employer match about $35,294 at 4% or $23,529 at 6%; with 100% employer match about $26,471 at 4% or $17,647 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-0$0--
2018220$2,622,781$265,467$13,273iApproximate average salary by contribution assumption: employee only about $331,834 at 4% or $221,223 at 6%; with 50% employer match about $221,223 at 4% or $147,482 at 6%; with 100% employer match about $165,917 at 4% or $110,611 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-20$1,804,817$145,467$7,273iApproximate average salary by contribution assumption: employee only about $181,834 at 4% or $121,223 at 6%; with 50% employer match about $121,223 at 4% or $80,815 at 6%; with 100% employer match about $90,917 at 4% or $60,611 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-15$817,964$120,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
2017218$2,558,855$249,521$13,862iApproximate average salary by contribution assumption: employee only about $346,557 at 4% or $231,038 at 6%; with 50% employer match about $231,038 at 4% or $154,025 at 6%; with 100% employer match about $173,278 at 4% or $115,519 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-18$1,808,100$129,654$7,203iApproximate average salary by contribution assumption: employee only about $180,075 at 4% or $120,050 at 6%; with 50% employer match about $120,050 at 4% or $80,033 at 6%; with 100% employer match about $90,038 at 4% or $60,025 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-14$750,755$119,867$8,562iApproximate average salary by contribution assumption: employee only about $214,048 at 4% or $142,699 at 6%; with 50% employer match about $142,699 at 4% or $95,133 at 6%; with 100% employer match about $107,024 at 4% or $71,349 at 6%.
2016217$2,037,168$226,892$13,347iApproximate average salary by contribution assumption: employee only about $333,665 at 4% or $222,443 at 6%; with 50% employer match about $222,443 at 4% or $148,295 at 6%; with 100% employer match about $166,832 at 4% or $111,222 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-16$1,472,872$136,937$8,559iApproximate average salary by contribution assumption: employee only about $213,964 at 4% or $142,643 at 6%; with 50% employer match about $142,643 at 4% or $95,095 at 6%; with 100% employer match about $106,982 at 4% or $71,321 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-17$564,296$89,955$5,291iApproximate average salary by contribution assumption: employee only about $132,287 at 4% or $88,191 at 6%; with 50% employer match about $88,191 at 4% or $58,794 at 6%; with 100% employer match about $66,143 at 4% or $44,096 at 6%.
2015216$1,675,096$277,735$17,358iApproximate average salary by contribution assumption: employee only about $433,961 at 4% or $289,307 at 6%; with 50% employer match about $289,307 at 4% or $192,872 at 6%; with 100% employer match about $216,980 at 4% or $144,654 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-15$1,240,591$157,558$10,504iApproximate average salary by contribution assumption: employee only about $262,597 at 4% or $175,064 at 6%; with 50% employer match about $175,064 at 4% or $116,710 at 6%; with 100% employer match about $131,298 at 4% or $87,532 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-16$434,505$120,177$7,511iApproximate average salary by contribution assumption: employee only about $187,777 at 4% or $125,184 at 6%; with 50% employer match about $125,184 at 4% or $83,456 at 6%; with 100% employer match about $93,888 at 4% or $62,592 at 6%.
2014221$1,624,212$187,545$8,931iApproximate average salary by contribution assumption: employee only about $223,268 at 4% or $148,845 at 6%; with 50% employer match about $148,845 at 4% or $99,230 at 6%; with 100% employer match about $111,634 at 4% or $74,423 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-21$1,303,280$100,045$4,764iApproximate average salary by contribution assumption: employee only about $119,101 at 4% or $79,401 at 6%; with 50% employer match about $79,401 at 4% or $52,934 at 6%; with 100% employer match about $59,551 at 4% or $39,700 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-13$320,932$87,500$6,731iApproximate average salary by contribution assumption: employee only about $168,269 at 4% or $112,179 at 6%; with 50% employer match about $112,179 at 4% or $74,786 at 6%; with 100% employer match about $84,135 at 4% or $56,090 at 6%.
2013213$1,446,894$195,347$15,027iApproximate average salary by contribution assumption: employee only about $375,667 at 4% or $250,445 at 6%; with 50% employer match about $250,445 at 4% or $166,963 at 6%; with 100% employer match about $187,834 at 4% or $125,222 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-7$1,224,860$97,009$13,858iApproximate average salary by contribution assumption: employee only about $346,461 at 4% or $230,974 at 6%; with 50% employer match about $230,974 at 4% or $153,983 at 6%; with 100% employer match about $173,230 at 4% or $115,487 at 6%.
Carlson Orthodontics, Pa Cash Balance Pension Plan-13$222,034$98,338$7,564iApproximate average salary by contribution assumption: employee only about $189,112 at 4% or $126,074 at 6%; with 50% employer match about $126,074 at 4% or $84,050 at 6%; with 100% employer match about $94,556 at 4% or $63,037 at 6%.
2012215$1,023,826$218,538$14,569iApproximate average salary by contribution assumption: employee only about $364,230 at 4% or $242,820 at 6%; with 50% employer match about $242,820 at 4% or $161,880 at 6%; with 100% employer match about $182,115 at 4% or $121,410 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-9$912,664$107,376$11,931iApproximate average salary by contribution assumption: employee only about $298,267 at 4% or $198,844 at 6%; with 50% employer match about $198,844 at 4% or $132,563 at 6%; with 100% employer match about $149,133 at 4% or $99,422 at 6%.
James D. Fellman, D.D.S, P.A. Target Benefit Pension Plan-15$111,162$111,162$7,411iApproximate average salary by contribution assumption: employee only about $185,270 at 4% or $123,513 at 6%; with 50% employer match about $123,513 at 4% or $82,342 at 6%; with 100% employer match about $92,635 at 4% or $61,757 at 6%.
2011121$714,688$78,702$3,748iApproximate average salary by contribution assumption: employee only about $93,693 at 4% or $62,462 at 6%; with 50% employer match about $62,462 at 4% or $41,641 at 6%; with 100% employer match about $46,846 at 4% or $31,231 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-21$714,688$78,702$3,748iApproximate average salary by contribution assumption: employee only about $93,693 at 4% or $62,462 at 6%; with 50% employer match about $62,462 at 4% or $41,641 at 6%; with 100% employer match about $46,846 at 4% or $31,231 at 6%.
2010115$690,820$94,813$6,321iApproximate average salary by contribution assumption: employee only about $158,022 at 4% or $105,348 at 6%; with 50% employer match about $105,348 at 4% or $70,232 at 6%; with 100% employer match about $79,011 at 4% or $52,674 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-15$690,820$94,813$6,321iApproximate average salary by contribution assumption: employee only about $158,022 at 4% or $105,348 at 6%; with 50% employer match about $105,348 at 4% or $70,232 at 6%; with 100% employer match about $79,011 at 4% or $52,674 at 6%.
2009110$528,478$98,124$9,812iApproximate average salary by contribution assumption: employee only about $245,310 at 4% or $163,540 at 6%; with 50% employer match about $163,540 at 4% or $109,027 at 6%; with 100% employer match about $122,655 at 4% or $81,770 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-10$528,478$98,124$9,812iApproximate average salary by contribution assumption: employee only about $245,310 at 4% or $163,540 at 6%; with 50% employer match about $163,540 at 4% or $109,027 at 6%; with 100% employer match about $122,655 at 4% or $81,770 at 6%.
200818$1,414,478$230,347$28,793iApproximate average salary by contribution assumption: employee only about $719,834 at 4% or $479,890 at 6%; with 50% employer match about $479,890 at 4% or $319,926 at 6%; with 100% employer match about $359,917 at 4% or $239,945 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-8$1,414,478$230,347$28,793iApproximate average salary by contribution assumption: employee only about $719,834 at 4% or $479,890 at 6%; with 50% employer match about $479,890 at 4% or $319,926 at 6%; with 100% employer match about $359,917 at 4% or $239,945 at 6%.
2007111$1,885,890$153,553$13,959iApproximate average salary by contribution assumption: employee only about $348,984 at 4% or $232,656 at 6%; with 50% employer match about $232,656 at 4% or $155,104 at 6%; with 100% employer match about $174,492 at 4% or $116,328 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-11$1,885,890$153,553$13,959iApproximate average salary by contribution assumption: employee only about $348,984 at 4% or $232,656 at 6%; with 50% employer match about $232,656 at 4% or $155,104 at 6%; with 100% employer match about $174,492 at 4% or $116,328 at 6%.
2006111$1,592,510$60,754$5,523iApproximate average salary by contribution assumption: employee only about $138,077 at 4% or $92,052 at 6%; with 50% employer match about $92,052 at 4% or $61,368 at 6%; with 100% employer match about $69,039 at 4% or $46,026 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-11$1,592,510$60,754$5,523iApproximate average salary by contribution assumption: employee only about $138,077 at 4% or $92,052 at 6%; with 50% employer match about $92,052 at 4% or $61,368 at 6%; with 100% employer match about $69,039 at 4% or $46,026 at 6%.
2005110$2,869,838$213,969$21,397iApproximate average salary by contribution assumption: employee only about $534,923 at 4% or $356,615 at 6%; with 50% employer match about $356,615 at 4% or $237,743 at 6%; with 100% employer match about $267,461 at 4% or $178,308 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-10$2,869,838$213,969$21,397iApproximate average salary by contribution assumption: employee only about $534,923 at 4% or $356,615 at 6%; with 50% employer match about $356,615 at 4% or $237,743 at 6%; with 100% employer match about $267,461 at 4% or $178,308 at 6%.
200427$2,478,547$0-
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-7$2,478,547--
James D. Fellman, D.D.S, P.A. Target Benefit Pension Plan-0---
200325$2,447,087$46,067$9,213iApproximate average salary by contribution assumption: employee only about $230,335 at 4% or $153,557 at 6%; with 50% employer match about $153,557 at 4% or $102,371 at 6%; with 100% employer match about $115,168 at 4% or $76,778 at 6%.
James D. Fellman, D.D.S, P.A. Target Benefit Pension Plan-5$1,265,258$46,067$9,213iApproximate average salary by contribution assumption: employee only about $230,335 at 4% or $153,557 at 6%; with 50% employer match about $153,557 at 4% or $102,371 at 6%; with 100% employer match about $115,168 at 4% or $76,778 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-5$1,181,829--
200225$2,118,033$41,845$8,369iApproximate average salary by contribution assumption: employee only about $209,225 at 4% or $139,483 at 6%; with 50% employer match about $139,483 at 4% or $92,989 at 6%; with 100% employer match about $104,613 at 4% or $69,742 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-5$1,059,734--
James D. Fellman, D.D.S, P.A. Target Benefit Pension Plan-5$1,058,299$41,845$8,369iApproximate average salary by contribution assumption: employee only about $209,225 at 4% or $139,483 at 6%; with 50% employer match about $139,483 at 4% or $92,989 at 6%; with 100% employer match about $104,613 at 4% or $69,742 at 6%.
2001211$1,157,643$38,130$3,466iApproximate average salary by contribution assumption: employee only about $86,659 at 4% or $57,773 at 6%; with 50% employer match about $57,773 at 4% or $38,515 at 6%; with 100% employer match about $43,330 at 4% or $28,886 at 6%.
James D. Fellman, D.D.S, P.A. Target Benefit Pension Plan-11$1,157,643$38,130$3,466iApproximate average salary by contribution assumption: employee only about $86,659 at 4% or $57,773 at 6%; with 50% employer match about $57,773 at 4% or $38,515 at 6%; with 100% employer match about $43,330 at 4% or $28,886 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-11---
2000212$2,432,536$32,209$2,684iApproximate average salary by contribution assumption: employee only about $67,102 at 4% or $44,735 at 6%; with 50% employer match about $44,735 at 4% or $29,823 at 6%; with 100% employer match about $33,551 at 4% or $22,367 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-12$1,253,728--
James D. Fellman, D.D.S, P.A. Target Benefit Pension Plan-12$1,178,808$32,209$2,684iApproximate average salary by contribution assumption: employee only about $67,102 at 4% or $44,735 at 6%; with 50% employer match about $44,735 at 4% or $29,823 at 6%; with 100% employer match about $33,551 at 4% or $22,367 at 6%.
1999211$2,546,299$32,146$2,922iApproximate average salary by contribution assumption: employee only about $73,059 at 4% or $48,706 at 6%; with 50% employer match about $48,706 at 4% or $32,471 at 6%; with 100% employer match about $36,530 at 4% or $24,353 at 6%.
James D. Fellman, D.D.S., P.A. Profit Sharing Plan-11$1,337,791--
James D. Fellman, D.D.S, P.A. Target Benefit Pension Plan-11$1,208,508$32,146$2,922iApproximate average salary by contribution assumption: employee only about $73,059 at 4% or $48,706 at 6%; with 50% employer match about $48,706 at 4% or $32,471 at 6%; with 100% employer match about $36,530 at 4% or $24,353 at 6%.