The Mellgren Planning Group Inc.
Plan context: The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan
EIN 65-0873541 • Fort Lauderdale, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$160,065
2021 Contributions
$22,384
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 1 | $160,065 | $22,384 | $22,384iApproximate average salary by contribution assumption: employee only about $559,600 at 4% or $373,067 at 6%; with 50% employer match about $373,067 at 4% or $248,711 at 6%; with 100% employer match about $279,800 at 4% or $186,533 at 6%. |
| The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan | - | 1 | $160,065 | $22,384 | $22,384iApproximate average salary by contribution assumption: employee only about $559,600 at 4% or $373,067 at 6%; with 50% employer match about $373,067 at 4% or $248,711 at 6%; with 100% employer match about $279,800 at 4% or $186,533 at 6%. |
| 2019 | 1 | 4 | $207,634 | $47,198 | $11,800iApproximate average salary by contribution assumption: employee only about $294,988 at 4% or $196,658 at 6%; with 50% employer match about $196,658 at 4% or $131,106 at 6%; with 100% employer match about $147,494 at 4% or $98,329 at 6%. |
| The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan | - | 4 | $207,634 | $47,198 | $11,800iApproximate average salary by contribution assumption: employee only about $294,988 at 4% or $196,658 at 6%; with 50% employer match about $196,658 at 4% or $131,106 at 6%; with 100% employer match about $147,494 at 4% or $98,329 at 6%. |
| 2018 | 1 | 5 | $150,485 | $46,765 | $9,353iApproximate average salary by contribution assumption: employee only about $233,825 at 4% or $155,883 at 6%; with 50% employer match about $155,883 at 4% or $103,922 at 6%; with 100% employer match about $116,913 at 4% or $77,942 at 6%. |
| The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan | - | 5 | $150,485 | $46,765 | $9,353iApproximate average salary by contribution assumption: employee only about $233,825 at 4% or $155,883 at 6%; with 50% employer match about $155,883 at 4% or $103,922 at 6%; with 100% employer match about $116,913 at 4% or $77,942 at 6%. |
| 2017 | 1 | 4 | $114,858 | $42,261 | $10,565iApproximate average salary by contribution assumption: employee only about $264,131 at 4% or $176,088 at 6%; with 50% employer match about $176,088 at 4% or $117,392 at 6%; with 100% employer match about $132,066 at 4% or $88,044 at 6%. |
| The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan | - | 4 | $114,858 | $42,261 | $10,565iApproximate average salary by contribution assumption: employee only about $264,131 at 4% or $176,088 at 6%; with 50% employer match about $176,088 at 4% or $117,392 at 6%; with 100% employer match about $132,066 at 4% or $88,044 at 6%. |
| 2016 | 1 | 4 | $64,477 | $34,757 | $8,689iApproximate average salary by contribution assumption: employee only about $217,231 at 4% or $144,821 at 6%; with 50% employer match about $144,821 at 4% or $96,547 at 6%; with 100% employer match about $108,616 at 4% or $72,410 at 6%. |
| The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan | - | 4 | $64,477 | $34,757 | $8,689iApproximate average salary by contribution assumption: employee only about $217,231 at 4% or $144,821 at 6%; with 50% employer match about $144,821 at 4% or $96,547 at 6%; with 100% employer match about $108,616 at 4% or $72,410 at 6%. |
| 2015 | 1 | 3 | $33,319 | $33,817 | $11,272iApproximate average salary by contribution assumption: employee only about $281,808 at 4% or $187,872 at 6%; with 50% employer match about $187,872 at 4% or $125,248 at 6%; with 100% employer match about $140,904 at 4% or $93,936 at 6%. |
| The Mellgren Planning Group Inc. 401(K) Profit Sharing Plan | - | 3 | $33,319 | $33,817 | $11,272iApproximate average salary by contribution assumption: employee only about $281,808 at 4% or $187,872 at 6%; with 50% employer match about $187,872 at 4% or $125,248 at 6%; with 100% employer match about $140,904 at 4% or $93,936 at 6%. |