Civic Intelligence

Joseph a. Mele, III, M.D.

Plan context: Joseph a. Mele, III, M.D. Retirement Plan and Trust

EIN 94-3266593 • Walnut Creek, CA • 33 filings • 11 plans

130 LA Casa Via Building 2 Suite 20Walnut Creek, CA 94598
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,108,294

2024 Contributions

$49,346

Historical Graphs

Total Assets Over Time

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

$2,334,675$1,167,338$0199920132024YearValue
$2,108,294Latest year 2024

Participants Over Time

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

950199920122024YearValue
6Latest 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
202416$2,108,294$49,346$8,224iApproximate average salary by contribution assumption: employee only about $205,608 at 4% or $137,072 at 6%; with 50% employer match about $137,072 at 4% or $91,381 at 6%; with 100% employer match about $102,804 at 4% or $68,536 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-6$2,108,294$49,346$8,224iApproximate average salary by contribution assumption: employee only about $205,608 at 4% or $137,072 at 6%; with 50% employer match about $137,072 at 4% or $91,381 at 6%; with 100% employer match about $102,804 at 4% or $68,536 at 6%.
202319$1,856,713$71,471$7,941iApproximate average salary by contribution assumption: employee only about $198,531 at 4% or $132,354 at 6%; with 50% employer match about $132,354 at 4% or $88,236 at 6%; with 100% employer match about $99,265 at 4% or $66,177 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-9$1,856,713$71,471$7,941iApproximate average salary by contribution assumption: employee only about $198,531 at 4% or $132,354 at 6%; with 50% employer match about $132,354 at 4% or $88,236 at 6%; with 100% employer match about $99,265 at 4% or $66,177 at 6%.
202217$1,860,297$38,794$5,542iApproximate average salary by contribution assumption: employee only about $138,550 at 4% or $92,367 at 6%; with 50% employer match about $92,367 at 4% or $61,578 at 6%; with 100% employer match about $69,275 at 4% or $46,183 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-7$1,860,297$38,794$5,542iApproximate average salary by contribution assumption: employee only about $138,550 at 4% or $92,367 at 6%; with 50% employer match about $92,367 at 4% or $61,578 at 6%; with 100% employer match about $69,275 at 4% or $46,183 at 6%.
202116$2,189,099$53,175$8,863iApproximate average salary by contribution assumption: employee only about $221,563 at 4% or $147,708 at 6%; with 50% employer match about $147,708 at 4% or $98,472 at 6%; with 100% employer match about $110,781 at 4% or $73,854 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-6$2,189,099$53,175$8,863iApproximate average salary by contribution assumption: employee only about $221,563 at 4% or $147,708 at 6%; with 50% employer match about $147,708 at 4% or $98,472 at 6%; with 100% employer match about $110,781 at 4% or $73,854 at 6%.
202024$2,334,675$185,721$46,430iApproximate average salary by contribution assumption: employee only about $1,160,756 at 4% or $773,838 at 6%; with 50% employer match about $773,838 at 4% or $515,892 at 6%; with 100% employer match about $580,378 at 4% or $386,919 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,932,128$45,721$11,430iApproximate average salary by contribution assumption: employee only about $285,756 at 4% or $190,504 at 6%; with 50% employer match about $190,504 at 4% or $127,003 at 6%; with 100% employer match about $142,878 at 4% or $95,252 at 6%.
Joseph a. Mele, III, M.D. Money Purchase Pension Plan & Trust-2$402,547$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
201924$2,020,556$141,563$35,391iApproximate average salary by contribution assumption: employee only about $884,769 at 4% or $589,846 at 6%; with 50% employer match about $589,846 at 4% or $393,231 at 6%; with 100% employer match about $442,384 at 4% or $294,923 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,672,010$41,563$10,391iApproximate average salary by contribution assumption: employee only about $259,769 at 4% or $173,179 at 6%; with 50% employer match about $173,179 at 4% or $115,453 at 6%; with 100% employer match about $129,884 at 4% or $86,590 at 6%.
Joseph a. Mele, III, M.D. Money Purchase Pension Plan & Trust-2$348,546$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201824$1,651,458$173,120$43,280iApproximate average salary by contribution assumption: employee only about $1,082,000 at 4% or $721,333 at 6%; with 50% employer match about $721,333 at 4% or $480,889 at 6%; with 100% employer match about $541,000 at 4% or $360,667 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,429,796$43,120$10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%.
Joseph a. Mele, III, M.D. Money Purchase Pension Plan & Trust-2$221,662$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
201724$1,643,801$144,590$36,148iApproximate average salary by contribution assumption: employee only about $903,688 at 4% or $602,458 at 6%; with 50% employer match about $602,458 at 4% or $401,639 at 6%; with 100% employer match about $451,844 at 4% or $301,229 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,543,883$44,672$11,168iApproximate average salary by contribution assumption: employee only about $279,200 at 4% or $186,133 at 6%; with 50% employer match about $186,133 at 4% or $124,089 at 6%; with 100% employer match about $139,600 at 4% or $93,067 at 6%.
Joseph a. Mele, III, M.D. Money Purchase Pension Plan & Trust-2$99,918$99,918$49,959iApproximate average salary by contribution assumption: employee only about $1,248,975 at 4% or $832,650 at 6%; with 50% employer match about $832,650 at 4% or $555,100 at 6%; with 100% employer match about $624,488 at 4% or $416,325 at 6%.
201614$1,326,313$98,832$24,708iApproximate average salary by contribution assumption: employee only about $617,700 at 4% or $411,800 at 6%; with 50% employer match about $411,800 at 4% or $274,533 at 6%; with 100% employer match about $308,850 at 4% or $205,900 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,326,313$98,832$24,708iApproximate average salary by contribution assumption: employee only about $617,700 at 4% or $411,800 at 6%; with 50% employer match about $411,800 at 4% or $274,533 at 6%; with 100% employer match about $308,850 at 4% or $205,900 at 6%.
201514$1,168,662$101,670$25,418iApproximate average salary by contribution assumption: employee only about $635,438 at 4% or $423,625 at 6%; with 50% employer match about $423,625 at 4% or $282,417 at 6%; with 100% employer match about $317,719 at 4% or $211,813 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,168,662$101,670$25,418iApproximate average salary by contribution assumption: employee only about $635,438 at 4% or $423,625 at 6%; with 50% employer match about $423,625 at 4% or $282,417 at 6%; with 100% employer match about $317,719 at 4% or $211,813 at 6%.
201414$1,087,000$89,797$22,449iApproximate average salary by contribution assumption: employee only about $561,231 at 4% or $374,154 at 6%; with 50% employer match about $374,154 at 4% or $249,436 at 6%; with 100% employer match about $280,616 at 4% or $187,077 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,087,000$89,797$22,449iApproximate average salary by contribution assumption: employee only about $561,231 at 4% or $374,154 at 6%; with 50% employer match about $374,154 at 4% or $249,436 at 6%; with 100% employer match about $280,616 at 4% or $187,077 at 6%.
201314$1,010,129$86,257$21,564iApproximate average salary by contribution assumption: employee only about $539,106 at 4% or $359,404 at 6%; with 50% employer match about $359,404 at 4% or $239,603 at 6%; with 100% employer match about $269,553 at 4% or $179,702 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$1,010,129$86,257$21,564iApproximate average salary by contribution assumption: employee only about $539,106 at 4% or $359,404 at 6%; with 50% employer match about $359,404 at 4% or $239,603 at 6%; with 100% employer match about $269,553 at 4% or $179,702 at 6%.
201214$846,894$20,300$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$846,894$20,300$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
201114$743,873$2,400$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$743,873$2,400$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201014$778,136$20,300$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$778,136$20,300$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
200914$679,900$20,300$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$679,900$20,300$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
200814$550,741$75,642$18,911iApproximate average salary by contribution assumption: employee only about $472,763 at 4% or $315,175 at 6%; with 50% employer match about $315,175 at 4% or $210,117 at 6%; with 100% employer match about $236,381 at 4% or $157,588 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$550,741$75,642$18,911iApproximate average salary by contribution assumption: employee only about $472,763 at 4% or $315,175 at 6%; with 50% employer match about $315,175 at 4% or $210,117 at 6%; with 100% employer match about $236,381 at 4% or $157,588 at 6%.
200714$0$0-
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4---
200614$547,017$75,336$18,834iApproximate average salary by contribution assumption: employee only about $470,850 at 4% or $313,900 at 6%; with 50% employer match about $313,900 at 4% or $209,267 at 6%; with 100% employer match about $235,425 at 4% or $156,950 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-4$547,017$75,336$18,834iApproximate average salary by contribution assumption: employee only about $470,850 at 4% or $313,900 at 6%; with 50% employer match about $313,900 at 4% or $209,267 at 6%; with 100% employer match about $235,425 at 4% or $156,950 at 6%.
200513$419,728$57,600$19,200iApproximate average salary by contribution assumption: employee only about $480,000 at 4% or $320,000 at 6%; with 50% employer match about $320,000 at 4% or $213,333 at 6%; with 100% employer match about $240,000 at 4% or $160,000 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-3$419,728$57,600$19,200iApproximate average salary by contribution assumption: employee only about $480,000 at 4% or $320,000 at 6%; with 50% employer match about $320,000 at 4% or $213,333 at 6%; with 100% employer match about $240,000 at 4% or $160,000 at 6%.
200413$333,457$61,950$20,650iApproximate average salary by contribution assumption: employee only about $516,250 at 4% or $344,167 at 6%; with 50% employer match about $344,167 at 4% or $229,444 at 6%; with 100% employer match about $258,125 at 4% or $172,083 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-3$333,457$61,950$20,650iApproximate average salary by contribution assumption: employee only about $516,250 at 4% or $344,167 at 6%; with 50% employer match about $344,167 at 4% or $229,444 at 6%; with 100% employer match about $258,125 at 4% or $172,083 at 6%.
200313$240,033$59,750$19,917iApproximate average salary by contribution assumption: employee only about $497,917 at 4% or $331,944 at 6%; with 50% employer match about $331,944 at 4% or $221,296 at 6%; with 100% employer match about $248,958 at 4% or $165,972 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-3$240,033$59,750$19,917iApproximate average salary by contribution assumption: employee only about $497,917 at 4% or $331,944 at 6%; with 50% employer match about $331,944 at 4% or $221,296 at 6%; with 100% employer match about $248,958 at 4% or $165,972 at 6%.
200212$0$0-
Joseph a. Mele, III, M.D. Retirement Plan and Trust-2---
200122$0$0-
Joseph a. Mele, III, M.D. Retirement Plan and Trust-2---
Joseph a. Mele, III, M.D. Money Purchase Pension Plan & Trust-0---
200022$57,436$19,613$9,807iApproximate average salary by contribution assumption: employee only about $245,163 at 4% or $163,442 at 6%; with 50% employer match about $163,442 at 4% or $108,961 at 6%; with 100% employer match about $122,581 at 4% or $81,721 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-2$57,436$19,613$9,807iApproximate average salary by contribution assumption: employee only about $245,163 at 4% or $163,442 at 6%; with 50% employer match about $163,442 at 4% or $108,961 at 6%; with 100% employer match about $122,581 at 4% or $81,721 at 6%.
Joseph a. Mele, III, M.D. Money Purchase Pension Plan & Trust-2---
199922$49,663$36,180$18,090iApproximate average salary by contribution assumption: employee only about $452,250 at 4% or $301,500 at 6%; with 50% employer match about $301,500 at 4% or $201,000 at 6%; with 100% employer match about $226,125 at 4% or $150,750 at 6%.
Joseph a. Mele, III, M.D. Retirement Plan and Trust-2$39,123$25,640$12,820iApproximate average salary by contribution assumption: employee only about $320,500 at 4% or $213,667 at 6%; with 50% employer match about $213,667 at 4% or $142,444 at 6%; with 100% employer match about $160,250 at 4% or $106,833 at 6%.
Joseph a. Mele, III, M.D. Money Purchase Pension Plan & Trust-2$10,540$10,540$5,270iApproximate average salary by contribution assumption: employee only about $131,750 at 4% or $87,833 at 6%; with 50% employer match about $87,833 at 4% or $58,556 at 6%; with 100% employer match about $65,875 at 4% or $43,917 at 6%.