Civic Intelligence

James D. Beller, D.D.S. Inc.

Plan context: James D. Beller, D.D.S. Inc. 401(K) Plan and Trust

EIN 95-3304839 • Woodland Hills, CA • 21 filings • 4 plans

6325 Topanga Canyon Bvd, #235Woodland Hills, CA 91367
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$5,845,300

2020 Contributions

$24,160

Historical Graphs

Total Assets Over Time

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

$5,845,300$2,922,650$0200020122019YearValue
$5,845,300Latest year 2019

Participants Over Time

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

1160200020102019YearValue
6Latest year 2019

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
202010$0$0-
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-0$0--
201916$5,845,300$24,160$4,027iApproximate average salary by contribution assumption: employee only about $100,667 at 4% or $67,111 at 6%; with 50% employer match about $67,111 at 4% or $44,741 at 6%; with 100% employer match about $50,333 at 4% or $33,556 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$5,845,300$24,160$4,027iApproximate average salary by contribution assumption: employee only about $100,667 at 4% or $67,111 at 6%; with 50% employer match about $67,111 at 4% or $44,741 at 6%; with 100% employer match about $50,333 at 4% or $33,556 at 6%.
201815$5,647,847$20,540$4,108iApproximate average salary by contribution assumption: employee only about $102,700 at 4% or $68,467 at 6%; with 50% employer match about $68,467 at 4% or $45,644 at 6%; with 100% employer match about $51,350 at 4% or $34,233 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-5$5,647,847$20,540$4,108iApproximate average salary by contribution assumption: employee only about $102,700 at 4% or $68,467 at 6%; with 50% employer match about $68,467 at 4% or $45,644 at 6%; with 100% employer match about $51,350 at 4% or $34,233 at 6%.
201716$5,684,132$18,174$3,029iApproximate average salary by contribution assumption: employee only about $75,725 at 4% or $50,483 at 6%; with 50% employer match about $50,483 at 4% or $33,656 at 6%; with 100% employer match about $37,863 at 4% or $25,242 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$5,684,132$18,174$3,029iApproximate average salary by contribution assumption: employee only about $75,725 at 4% or $50,483 at 6%; with 50% employer match about $50,483 at 4% or $33,656 at 6%; with 100% employer match about $37,863 at 4% or $25,242 at 6%.
201616$5,379,466$20,194$3,366iApproximate average salary by contribution assumption: employee only about $84,142 at 4% or $56,094 at 6%; with 50% employer match about $56,094 at 4% or $37,396 at 6%; with 100% employer match about $42,071 at 4% or $28,047 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$5,379,466$20,194$3,366iApproximate average salary by contribution assumption: employee only about $84,142 at 4% or $56,094 at 6%; with 50% employer match about $56,094 at 4% or $37,396 at 6%; with 100% employer match about $42,071 at 4% or $28,047 at 6%.
201516$4,866,258$32,589$5,432iApproximate average salary by contribution assumption: employee only about $135,788 at 4% or $90,525 at 6%; with 50% employer match about $90,525 at 4% or $60,350 at 6%; with 100% employer match about $67,894 at 4% or $45,263 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$4,866,258$32,589$5,432iApproximate average salary by contribution assumption: employee only about $135,788 at 4% or $90,525 at 6%; with 50% employer match about $90,525 at 4% or $60,350 at 6%; with 100% employer match about $67,894 at 4% or $45,263 at 6%.
201416$5,192,292$29,358$4,893iApproximate average salary by contribution assumption: employee only about $122,325 at 4% or $81,550 at 6%; with 50% employer match about $81,550 at 4% or $54,367 at 6%; with 100% employer match about $61,163 at 4% or $40,775 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$5,192,292$29,358$4,893iApproximate average salary by contribution assumption: employee only about $122,325 at 4% or $81,550 at 6%; with 50% employer match about $81,550 at 4% or $54,367 at 6%; with 100% employer match about $61,163 at 4% or $40,775 at 6%.
201316$4,772,268$23,135$3,856iApproximate average salary by contribution assumption: employee only about $96,396 at 4% or $64,264 at 6%; with 50% employer match about $64,264 at 4% or $42,843 at 6%; with 100% employer match about $48,198 at 4% or $32,132 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$4,772,268$23,135$3,856iApproximate average salary by contribution assumption: employee only about $96,396 at 4% or $64,264 at 6%; with 50% employer match about $64,264 at 4% or $42,843 at 6%; with 100% employer match about $48,198 at 4% or $32,132 at 6%.
201216$4,188,522$49,187$8,198iApproximate average salary by contribution assumption: employee only about $204,946 at 4% or $136,631 at 6%; with 50% employer match about $136,631 at 4% or $91,087 at 6%; with 100% employer match about $102,473 at 4% or $68,315 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$4,188,522$49,187$8,198iApproximate average salary by contribution assumption: employee only about $204,946 at 4% or $136,631 at 6%; with 50% employer match about $136,631 at 4% or $91,087 at 6%; with 100% employer match about $102,473 at 4% or $68,315 at 6%.
201116$3,968,963$51,215$8,536iApproximate average salary by contribution assumption: employee only about $213,396 at 4% or $142,264 at 6%; with 50% employer match about $142,264 at 4% or $94,843 at 6%; with 100% employer match about $106,698 at 4% or $71,132 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$3,968,963$51,215$8,536iApproximate average salary by contribution assumption: employee only about $213,396 at 4% or $142,264 at 6%; with 50% employer match about $142,264 at 4% or $94,843 at 6%; with 100% employer match about $106,698 at 4% or $71,132 at 6%.
201016$3,770,470$76,307$12,718iApproximate average salary by contribution assumption: employee only about $317,946 at 4% or $211,964 at 6%; with 50% employer match about $211,964 at 4% or $141,309 at 6%; with 100% employer match about $158,973 at 4% or $105,982 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$3,770,470$76,307$12,718iApproximate average salary by contribution assumption: employee only about $317,946 at 4% or $211,964 at 6%; with 50% employer match about $211,964 at 4% or $141,309 at 6%; with 100% employer match about $158,973 at 4% or $105,982 at 6%.
200916$3,389,372$75,890$12,648iApproximate average salary by contribution assumption: employee only about $316,208 at 4% or $210,806 at 6%; with 50% employer match about $210,806 at 4% or $140,537 at 6%; with 100% employer match about $158,104 at 4% or $105,403 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$3,389,372$75,890$12,648iApproximate average salary by contribution assumption: employee only about $316,208 at 4% or $210,806 at 6%; with 50% employer match about $210,806 at 4% or $140,537 at 6%; with 100% employer match about $158,104 at 4% or $105,403 at 6%.
200816$0$0-
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6---
200716$0$0-
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6---
200616$3,445,763$127,918$21,320iApproximate average salary by contribution assumption: employee only about $532,992 at 4% or $355,328 at 6%; with 50% employer match about $355,328 at 4% or $236,885 at 6%; with 100% employer match about $266,496 at 4% or $177,664 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-6$3,445,763$127,918$21,320iApproximate average salary by contribution assumption: employee only about $532,992 at 4% or $355,328 at 6%; with 50% employer match about $355,328 at 4% or $236,885 at 6%; with 100% employer match about $266,496 at 4% or $177,664 at 6%.
200519$3,126,052$117,525$13,058iApproximate average salary by contribution assumption: employee only about $326,458 at 4% or $217,639 at 6%; with 50% employer match about $217,639 at 4% or $145,093 at 6%; with 100% employer match about $163,229 at 4% or $108,819 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-9$3,126,052$117,525$13,058iApproximate average salary by contribution assumption: employee only about $326,458 at 4% or $217,639 at 6%; with 50% employer match about $217,639 at 4% or $145,093 at 6%; with 100% employer match about $163,229 at 4% or $108,819 at 6%.
2004110$2,680,865$91,244$9,124iApproximate average salary by contribution assumption: employee only about $228,110 at 4% or $152,073 at 6%; with 50% employer match about $152,073 at 4% or $101,382 at 6%; with 100% employer match about $114,055 at 4% or $76,037 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-10$2,680,865$91,244$9,124iApproximate average salary by contribution assumption: employee only about $228,110 at 4% or $152,073 at 6%; with 50% employer match about $152,073 at 4% or $101,382 at 6%; with 100% employer match about $114,055 at 4% or $76,037 at 6%.
2003111$0$0-
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-11---
2002110$2,026,352$91,003$9,100iApproximate average salary by contribution assumption: employee only about $227,507 at 4% or $151,672 at 6%; with 50% employer match about $151,672 at 4% or $101,114 at 6%; with 100% employer match about $113,754 at 4% or $75,836 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-10$2,026,352$91,003$9,100iApproximate average salary by contribution assumption: employee only about $227,507 at 4% or $151,672 at 6%; with 50% employer match about $151,672 at 4% or $101,114 at 6%; with 100% employer match about $113,754 at 4% or $75,836 at 6%.
200119$0$0-
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-9---
200018$2,186,812$41,616$5,202iApproximate average salary by contribution assumption: employee only about $130,050 at 4% or $86,700 at 6%; with 50% employer match about $86,700 at 4% or $57,800 at 6%; with 100% employer match about $65,025 at 4% or $43,350 at 6%.
James D. Beller, D.D.S. Inc. 401(K) Plan and Trust-8$2,186,812$41,616$5,202iApproximate average salary by contribution assumption: employee only about $130,050 at 4% or $86,700 at 6%; with 50% employer match about $86,700 at 4% or $57,800 at 6%; with 100% employer match about $65,025 at 4% or $43,350 at 6%.