How big is James W. Mellert, DDS, APC's plan?

James W. Mellert, DDS, APC's plan reported $863K in assets and 15 participants for 2024.

Original filing (PDF)20251014125428NAL0001373731001

James W. Mellert, DDS, APC

Name: James W. Mellert, DDS, APC — James W. Mellert, DDS, Form 5500 (2024)
Creator: James W. Mellert, DDS, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James W. Mellert, DDS, APC Defined Benefit Plan

Defined-benefit pension plan · James W. Mellert, DDS, APC's James W. Mellert, DDS, APC Defined Benefit Plan held $863K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$863K

Net assets (EOY)

$863K

People on this filing

James Mellert signed James W. Mellert, DDS, APC's 2024 Form 5500 as plan administrator.

James Mellert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James W. Mellert, DDS, APC's EIN is 33-0056789.

EIN 33-0056789

Plan number 004

Plan year 2024

ACK ID 20251014125428NAL0001373731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James W. Mellert, DDS, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James W. Mellert, DDS, APC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES W. MELLERT, DDS, APC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off