Civic Intelligence

David S Melchert

Plan context: David S Melchert 401(K) Profit Sharing Plan & Trust

EIN 94-2975724 • Oakland, CA • 7 filings • 1 plans

5521 Marshall StOakland, CA 94608-2613
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$85,865

2023 Contributions

$3,847

Historical Graphs

Total Assets Over Time

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

$111,586$55,793$0201720202022YearValue
$85,865Latest year 2022

Participants Over Time

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

840201720202022YearValue
3Latest year 2022

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
202310$0$0-
David S Melchert 401(K) Profit Sharing Plan & Trust-0---
202213$85,865$3,847$1,282iApproximate average salary by contribution assumption: employee only about $32,058 at 4% or $21,372 at 6%; with 50% employer match about $21,372 at 4% or $14,248 at 6%; with 100% employer match about $16,029 at 4% or $10,686 at 6%.
David S Melchert 401(K) Profit Sharing Plan & Trust-3$85,865$3,847$1,282iApproximate average salary by contribution assumption: employee only about $32,058 at 4% or $21,372 at 6%; with 50% employer match about $21,372 at 4% or $14,248 at 6%; with 100% employer match about $16,029 at 4% or $10,686 at 6%.
202114$111,586$10,004$2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%.
David S Melchert 401(K) Profit Sharing Plan & Trust-4$111,586$10,004$2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%.
202016$98,361$6,575$1,096iApproximate average salary by contribution assumption: employee only about $27,396 at 4% or $18,264 at 6%; with 50% employer match about $18,264 at 4% or $12,176 at 6%; with 100% employer match about $13,698 at 4% or $9,132 at 6%.
David S Melchert 401(K) Profit Sharing Plan & Trust-6$98,361$6,575$1,096iApproximate average salary by contribution assumption: employee only about $27,396 at 4% or $18,264 at 6%; with 50% employer match about $18,264 at 4% or $12,176 at 6%; with 100% employer match about $13,698 at 4% or $9,132 at 6%.
201914$80,336$32,493$8,123iApproximate average salary by contribution assumption: employee only about $203,081 at 4% or $135,388 at 6%; with 50% employer match about $135,388 at 4% or $90,258 at 6%; with 100% employer match about $101,541 at 4% or $67,694 at 6%.
David S Melchert 401(K) Profit Sharing Plan & Trust-4$80,336$32,493$8,123iApproximate average salary by contribution assumption: employee only about $203,081 at 4% or $135,388 at 6%; with 50% employer match about $135,388 at 4% or $90,258 at 6%; with 100% employer match about $101,541 at 4% or $67,694 at 6%.
201815$50,593$14,578$2,916iApproximate average salary by contribution assumption: employee only about $72,890 at 4% or $48,593 at 6%; with 50% employer match about $48,593 at 4% or $32,396 at 6%; with 100% employer match about $36,445 at 4% or $24,297 at 6%.
David S Melchert 401(K) Profit Sharing Plan & Trust-5$50,593$14,578$2,916iApproximate average salary by contribution assumption: employee only about $72,890 at 4% or $48,593 at 6%; with 50% employer match about $48,593 at 4% or $32,396 at 6%; with 100% employer match about $36,445 at 4% or $24,297 at 6%.
201718$39,038$37,439$4,680iApproximate average salary by contribution assumption: employee only about $116,997 at 4% or $77,998 at 6%; with 50% employer match about $77,998 at 4% or $51,999 at 6%; with 100% employer match about $58,498 at 4% or $38,999 at 6%.
David S Melchert 401(K) Profit Sharing Plan & Trust-8$39,038$37,439$4,680iApproximate average salary by contribution assumption: employee only about $116,997 at 4% or $77,998 at 6%; with 50% employer match about $77,998 at 4% or $51,999 at 6%; with 100% employer match about $58,498 at 4% or $38,999 at 6%.