Civic Intelligence

Doctors Mergen and Shelly PC

Plan context: SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN

EIN 42-1168708 • Fort Dodge, IA • 41 filings • 13 plans

902 2nd Avenue NorthFort Dodge, IA 50501
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,616,955

2024 Contributions

$88,168

Historical Graphs

Total Assets Over Time

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

$4,383,998$2,191,999$0199920152024YearValue
$3,616,955Latest year 2024

Participants Over Time

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

1470199920122024YearValue
11Latest 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
2024111$3,616,955$88,168$8,015iApproximate average salary by contribution assumption: employee only about $200,382 at 4% or $133,588 at 6%; with 50% employer match about $133,588 at 4% or $89,059 at 6%; with 100% employer match about $100,191 at 4% or $66,794 at 6%.
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN-11$3,616,955$88,168$8,015iApproximate average salary by contribution assumption: employee only about $200,382 at 4% or $133,588 at 6%; with 50% employer match about $133,588 at 4% or $89,059 at 6%; with 100% employer match about $100,191 at 4% or $66,794 at 6%.
2023210$4,383,998$234,124$23,412iApproximate average salary by contribution assumption: employee only about $585,310 at 4% or $390,207 at 6%; with 50% employer match about $390,207 at 4% or $260,138 at 6%; with 100% employer match about $292,655 at 4% or $195,103 at 6%.
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN-10$3,163,842$84,124$8,412iApproximate average salary by contribution assumption: employee only about $210,310 at 4% or $140,207 at 6%; with 50% employer match about $140,207 at 4% or $93,471 at 6%; with 100% employer match about $105,155 at 4% or $70,103 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-7$1,220,156$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
2022211$3,562,803$232,306$21,119iApproximate average salary by contribution assumption: employee only about $527,968 at 4% or $351,979 at 6%; with 50% employer match about $351,979 at 4% or $234,653 at 6%; with 100% employer match about $263,984 at 4% or $175,989 at 6%.
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN-11$2,404,106$82,306$7,482iApproximate average salary by contribution assumption: employee only about $187,059 at 4% or $124,706 at 6%; with 50% employer match about $124,706 at 4% or $83,137 at 6%; with 100% employer match about $93,530 at 4% or $62,353 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-11$1,158,697$150,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
2021211$3,049,519$228,942$20,813iApproximate average salary by contribution assumption: employee only about $520,323 at 4% or $346,882 at 6%; with 50% employer match about $346,882 at 4% or $231,255 at 6%; with 100% employer match about $260,161 at 4% or $173,441 at 6%.
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN-11$2,064,129$78,942$7,177iApproximate average salary by contribution assumption: employee only about $179,414 at 4% or $119,609 at 6%; with 50% employer match about $119,609 at 4% or $79,739 at 6%; with 100% employer match about $89,707 at 4% or $59,805 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-11$985,390$150,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
2020211$3,667,033$208,899$18,991iApproximate average salary by contribution assumption: employee only about $474,770 at 4% or $316,514 at 6%; with 50% employer match about $316,514 at 4% or $211,009 at 6%; with 100% employer match about $237,385 at 4% or $158,257 at 6%.
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN-11$2,699,987$74,180$6,744iApproximate average salary by contribution assumption: employee only about $168,591 at 4% or $112,394 at 6%; with 50% employer match about $112,394 at 4% or $74,929 at 6%; with 100% employer match about $84,295 at 4% or $56,197 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-10$967,046$134,719$13,472iApproximate average salary by contribution assumption: employee only about $336,798 at 4% or $224,532 at 6%; with 50% employer match about $224,532 at 4% or $149,688 at 6%; with 100% employer match about $168,399 at 4% or $112,266 at 6%.
2019210$2,873,167$188,123$18,812iApproximate average salary by contribution assumption: employee only about $470,308 at 4% or $313,538 at 6%; with 50% employer match about $313,538 at 4% or $209,026 at 6%; with 100% employer match about $235,154 at 4% or $156,769 at 6%.
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN-9$2,118,462$59,869$6,652iApproximate average salary by contribution assumption: employee only about $166,303 at 4% or $110,869 at 6%; with 50% employer match about $110,869 at 4% or $73,912 at 6%; with 100% employer match about $83,151 at 4% or $55,434 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-10$754,705$128,254$12,825iApproximate average salary by contribution assumption: employee only about $320,635 at 4% or $213,757 at 6%; with 50% employer match about $213,757 at 4% or $142,504 at 6%; with 100% employer match about $160,318 at 4% or $106,878 at 6%.
201829$2,563,472$155,106$17,234iApproximate average salary by contribution assumption: employee only about $430,850 at 4% or $287,233 at 6%; with 50% employer match about $287,233 at 4% or $191,489 at 6%; with 100% employer match about $215,425 at 4% or $143,617 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-8$1,932,627$29,765$3,721iApproximate average salary by contribution assumption: employee only about $93,016 at 4% or $62,010 at 6%; with 50% employer match about $62,010 at 4% or $41,340 at 6%; with 100% employer match about $46,508 at 4% or $31,005 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-9$630,845$125,341$13,927iApproximate average salary by contribution assumption: employee only about $348,169 at 4% or $232,113 at 6%; with 50% employer match about $232,113 at 4% or $154,742 at 6%; with 100% employer match about $174,085 at 4% or $116,056 at 6%.
201729$2,411,254$165,122$18,347iApproximate average salary by contribution assumption: employee only about $458,672 at 4% or $305,781 at 6%; with 50% employer match about $305,781 at 4% or $203,854 at 6%; with 100% employer match about $229,336 at 4% or $152,891 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-9$1,923,986$47,027$5,225iApproximate average salary by contribution assumption: employee only about $130,631 at 4% or $87,087 at 6%; with 50% employer match about $87,087 at 4% or $58,058 at 6%; with 100% employer match about $65,315 at 4% or $43,544 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-9$487,268$118,095$13,122iApproximate average salary by contribution assumption: employee only about $328,042 at 4% or $218,694 at 6%; with 50% employer match about $218,694 at 4% or $145,796 at 6%; with 100% employer match about $164,021 at 4% or $109,347 at 6%.
201629$2,272,272$159,963$17,774iApproximate average salary by contribution assumption: employee only about $444,342 at 4% or $296,228 at 6%; with 50% employer match about $296,228 at 4% or $197,485 at 6%; with 100% employer match about $222,171 at 4% or $148,114 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-9$1,914,857$46,321$5,147iApproximate average salary by contribution assumption: employee only about $128,669 at 4% or $85,780 at 6%; with 50% employer match about $85,780 at 4% or $57,186 at 6%; with 100% employer match about $64,335 at 4% or $42,890 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-8$357,415$113,642$14,205iApproximate average salary by contribution assumption: employee only about $355,131 at 4% or $236,754 at 6%; with 50% employer match about $236,754 at 4% or $157,836 at 6%; with 100% employer match about $177,566 at 4% or $118,377 at 6%.
201528$1,921,951$162,014$20,252iApproximate average salary by contribution assumption: employee only about $506,294 at 4% or $337,529 at 6%; with 50% employer match about $337,529 at 4% or $225,019 at 6%; with 100% employer match about $253,147 at 4% or $168,765 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-8$1,690,945$47,832$5,979iApproximate average salary by contribution assumption: employee only about $149,475 at 4% or $99,650 at 6%; with 50% employer match about $99,650 at 4% or $66,433 at 6%; with 100% employer match about $74,738 at 4% or $49,825 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-7$231,006$114,182$16,312iApproximate average salary by contribution assumption: employee only about $407,793 at 4% or $271,862 at 6%; with 50% employer match about $271,862 at 4% or $181,241 at 6%; with 100% employer match about $203,896 at 4% or $135,931 at 6%.
201428$1,699,445$158,171$19,771iApproximate average salary by contribution assumption: employee only about $494,284 at 4% or $329,523 at 6%; with 50% employer match about $329,523 at 4% or $219,682 at 6%; with 100% employer match about $247,142 at 4% or $164,761 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-8$1,586,116$44,842$5,605iApproximate average salary by contribution assumption: employee only about $140,131 at 4% or $93,421 at 6%; with 50% employer match about $93,421 at 4% or $62,281 at 6%; with 100% employer match about $70,066 at 4% or $46,710 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-8$113,329$113,329$14,166iApproximate average salary by contribution assumption: employee only about $354,153 at 4% or $236,102 at 6%; with 50% employer match about $236,102 at 4% or $157,401 at 6%; with 100% employer match about $177,077 at 4% or $118,051 at 6%.
2013110$2,222,488$85,596$8,560iApproximate average salary by contribution assumption: employee only about $213,990 at 4% or $142,660 at 6%; with 50% employer match about $142,660 at 4% or $95,107 at 6%; with 100% employer match about $106,995 at 4% or $71,330 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-10$2,222,488$85,596$8,560iApproximate average salary by contribution assumption: employee only about $213,990 at 4% or $142,660 at 6%; with 50% employer match about $142,660 at 4% or $95,107 at 6%; with 100% employer match about $106,995 at 4% or $71,330 at 6%.
2012110$1,993,016$126,665$12,667iApproximate average salary by contribution assumption: employee only about $316,663 at 4% or $211,108 at 6%; with 50% employer match about $211,108 at 4% or $140,739 at 6%; with 100% employer match about $158,331 at 4% or $105,554 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-10$1,993,016$126,665$12,667iApproximate average salary by contribution assumption: employee only about $316,663 at 4% or $211,108 at 6%; with 50% employer match about $211,108 at 4% or $140,739 at 6%; with 100% employer match about $158,331 at 4% or $105,554 at 6%.
2011110$1,758,970$124,812$12,481iApproximate average salary by contribution assumption: employee only about $312,030 at 4% or $208,020 at 6%; with 50% employer match about $208,020 at 4% or $138,680 at 6%; with 100% employer match about $156,015 at 4% or $104,010 at 6%.
DOCTORS SHELLY AND SHELLY, PC 401(K) PROFIT SHARING PLAN-10$1,758,970$124,812$12,481iApproximate average salary by contribution assumption: employee only about $312,030 at 4% or $208,020 at 6%; with 50% employer match about $208,020 at 4% or $138,680 at 6%; with 100% employer match about $156,015 at 4% or $104,010 at 6%.
2010110$1,686,928$132,501$13,250iApproximate average salary by contribution assumption: employee only about $331,253 at 4% or $220,835 at 6%; with 50% employer match about $220,835 at 4% or $147,223 at 6%; with 100% employer match about $165,626 at 4% or $110,418 at 6%.
DOCTORS SHELLY AND SHELLY PC 401(K) PROFIT SHARING PLAN-10$1,686,928$132,501$13,250iApproximate average salary by contribution assumption: employee only about $331,253 at 4% or $220,835 at 6%; with 50% employer match about $220,835 at 4% or $147,223 at 6%; with 100% employer match about $165,626 at 4% or $110,418 at 6%.
2009111$1,603,860$132,064$12,006iApproximate average salary by contribution assumption: employee only about $300,145 at 4% or $200,097 at 6%; with 50% employer match about $200,097 at 4% or $133,398 at 6%; with 100% employer match about $150,073 at 4% or $100,048 at 6%.
DOCTORS SHELLY AND SHELLY PC 401KPROFIT SHARING-11$1,603,860$132,064$12,006iApproximate average salary by contribution assumption: employee only about $300,145 at 4% or $200,097 at 6%; with 50% employer match about $200,097 at 4% or $133,398 at 6%; with 100% employer match about $150,073 at 4% or $100,048 at 6%.
2008111$0$0-
DOCTORS SHELLY AND SHELLY PC 401K PROFIT SHARING-11---
2007111$0$0-
DOCTORS SHELLY AND SHELLY PC 401K PROFIT SHARING-11---
2006111$0$0-
DOCTORS SHELLY AND SHELLY PC 401K PROFIT SHARING PLAN-11---
2005111$1,233,305$120,152$10,923iApproximate average salary by contribution assumption: employee only about $273,073 at 4% or $182,048 at 6%; with 50% employer match about $182,048 at 4% or $121,366 at 6%; with 100% employer match about $136,536 at 4% or $91,024 at 6%.
DOCTORS SHELLY AND SHELLY PC 401K PROFIT SHARING PLAN-11$1,233,305$120,152$10,923iApproximate average salary by contribution assumption: employee only about $273,073 at 4% or $182,048 at 6%; with 50% employer match about $182,048 at 4% or $121,366 at 6%; with 100% employer match about $136,536 at 4% or $91,024 at 6%.
2004112$1,352,758$116,780$9,732iApproximate average salary by contribution assumption: employee only about $243,292 at 4% or $162,194 at 6%; with 50% employer match about $162,194 at 4% or $108,130 at 6%; with 100% employer match about $121,646 at 4% or $81,097 at 6%.
DOCTORS SHELLY & SHELLY, PC 401K PROFIT SHARING PLAN-12$1,352,758$116,780$9,732iApproximate average salary by contribution assumption: employee only about $243,292 at 4% or $162,194 at 6%; with 50% employer match about $162,194 at 4% or $108,130 at 6%; with 100% employer match about $121,646 at 4% or $81,097 at 6%.
2003113$0$0-
DOCTORS MERGEN AND SHELLY PC 401K PROFIT SHARING PLAN-13---
2002314$0$0-
DOCTORS MERGEN AND SHELLY PC 401K PROFIT SHARING PLAN-14---
DOCTORS MERGEN AND SHELLY PC MONEY PURCHASE PLAN-0---
Doctors Mergen and Shelly PC Money Purchase Plan-0---
2001213$0$0-
Doctors Mergen and Shelly PC Money Purchase Plan-13---
DOCTORS MERGEN AND SHELLY PC 401K PROFIT SHARING PLAN-13---
2000213$0$0-
DOCTORS MERGEN AND SHELLY PC 401K PROFIT SHARING PLAN-13---
Doctors Mergen and Shelly PC Money Purchase Plan-13---
1999213$1,278,748$111,235$8,557iApproximate average salary by contribution assumption: employee only about $213,913 at 4% or $142,609 at 6%; with 50% employer match about $142,609 at 4% or $95,073 at 6%; with 100% employer match about $106,957 at 4% or $71,304 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-12$975,029$59,545$4,962iApproximate average salary by contribution assumption: employee only about $124,052 at 4% or $82,701 at 6%; with 50% employer match about $82,701 at 4% or $55,134 at 6%; with 100% employer match about $62,026 at 4% or $41,351 at 6%.
Doctors Mergen and Shelly PC Money Purchase Plan-13$303,719$51,690$3,976iApproximate average salary by contribution assumption: employee only about $99,404 at 4% or $66,269 at 6%; with 50% employer match about $66,269 at 4% or $44,179 at 6%; with 100% employer match about $49,702 at 4% or $33,135 at 6%.