Civic Intelligence

Paul M Roberts Dds

Plan context: Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust

EIN 04-2791331 • Nantucket, MA • 29 filings • 5 plans

2 Amelia DrNantucket, MA 02554-6064
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,044,781

2024 Contributions

$183,484

Historical Graphs

Total Assets Over Time

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

$4,621,033$2,310,517$0200020132024YearValue
$1,044,781Latest year 2024

Participants Over Time

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

23120200020122024YearValue
21Latest 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
2024121$1,044,781$183,484$8,737iApproximate average salary by contribution assumption: employee only about $218,433 at 4% or $145,622 at 6%; with 50% employer match about $145,622 at 4% or $97,081 at 6%; with 100% employer match about $109,217 at 4% or $72,811 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-21$1,044,781$183,484$8,737iApproximate average salary by contribution assumption: employee only about $218,433 at 4% or $145,622 at 6%; with 50% employer match about $145,622 at 4% or $97,081 at 6%; with 100% employer match about $109,217 at 4% or $72,811 at 6%.
2023213$989,730$65,728$5,056iApproximate average salary by contribution assumption: employee only about $126,400 at 4% or $84,267 at 6%; with 50% employer match about $84,267 at 4% or $56,178 at 6%; with 100% employer match about $63,200 at 4% or $42,133 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-4$982,713$6,990$1,748iApproximate average salary by contribution assumption: employee only about $43,688 at 4% or $29,125 at 6%; with 50% employer match about $29,125 at 4% or $19,417 at 6%; with 100% employer match about $21,844 at 4% or $14,563 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-13$7,017$58,738$4,518iApproximate average salary by contribution assumption: employee only about $112,958 at 4% or $75,305 at 6%; with 50% employer match about $75,305 at 4% or $50,203 at 6%; with 100% employer match about $56,479 at 4% or $37,653 at 6%.
2022123$4,150,569$274,649$11,941iApproximate average salary by contribution assumption: employee only about $298,532 at 4% or $199,021 at 6%; with 50% employer match about $199,021 at 4% or $132,681 at 6%; with 100% employer match about $149,266 at 4% or $99,511 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-23$4,150,569$274,649$11,941iApproximate average salary by contribution assumption: employee only about $298,532 at 4% or $199,021 at 6%; with 50% employer match about $199,021 at 4% or $132,681 at 6%; with 100% employer match about $149,266 at 4% or $99,511 at 6%.
2021123$4,621,033$190,183$8,269iApproximate average salary by contribution assumption: employee only about $206,721 at 4% or $137,814 at 6%; with 50% employer match about $137,814 at 4% or $91,876 at 6%; with 100% employer match about $103,360 at 4% or $68,907 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-23$4,621,033$190,183$8,269iApproximate average salary by contribution assumption: employee only about $206,721 at 4% or $137,814 at 6%; with 50% employer match about $137,814 at 4% or $91,876 at 6%; with 100% employer match about $103,360 at 4% or $68,907 at 6%.
2020122$4,288,055$278,217$12,646iApproximate average salary by contribution assumption: employee only about $316,156 at 4% or $210,770 at 6%; with 50% employer match about $210,770 at 4% or $140,514 at 6%; with 100% employer match about $158,078 at 4% or $105,385 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-22$4,288,055$278,217$12,646iApproximate average salary by contribution assumption: employee only about $316,156 at 4% or $210,770 at 6%; with 50% employer match about $210,770 at 4% or $140,514 at 6%; with 100% employer match about $158,078 at 4% or $105,385 at 6%.
2019122$4,196,120$326,428$14,838iApproximate average salary by contribution assumption: employee only about $370,941 at 4% or $247,294 at 6%; with 50% employer match about $247,294 at 4% or $164,863 at 6%; with 100% employer match about $185,470 at 4% or $123,647 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-22$4,196,120$326,428$14,838iApproximate average salary by contribution assumption: employee only about $370,941 at 4% or $247,294 at 6%; with 50% employer match about $247,294 at 4% or $164,863 at 6%; with 100% employer match about $185,470 at 4% or $123,647 at 6%.
2018121$3,274,458$239,507$11,405iApproximate average salary by contribution assumption: employee only about $285,127 at 4% or $190,085 at 6%; with 50% employer match about $190,085 at 4% or $126,723 at 6%; with 100% employer match about $142,564 at 4% or $95,042 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-21$3,274,458$239,507$11,405iApproximate average salary by contribution assumption: employee only about $285,127 at 4% or $190,085 at 6%; with 50% employer match about $190,085 at 4% or $126,723 at 6%; with 100% employer match about $142,564 at 4% or $95,042 at 6%.
2017115$3,140,396$166,223$11,082iApproximate average salary by contribution assumption: employee only about $277,038 at 4% or $184,692 at 6%; with 50% employer match about $184,692 at 4% or $123,128 at 6%; with 100% employer match about $138,519 at 4% or $92,346 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-15$3,140,396$166,223$11,082iApproximate average salary by contribution assumption: employee only about $277,038 at 4% or $184,692 at 6%; with 50% employer match about $184,692 at 4% or $123,128 at 6%; with 100% employer match about $138,519 at 4% or $92,346 at 6%.
2016115$2,675,679$154,167$10,278iApproximate average salary by contribution assumption: employee only about $256,945 at 4% or $171,297 at 6%; with 50% employer match about $171,297 at 4% or $114,198 at 6%; with 100% employer match about $128,472 at 4% or $85,648 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-15$2,675,679$154,167$10,278iApproximate average salary by contribution assumption: employee only about $256,945 at 4% or $171,297 at 6%; with 50% employer match about $171,297 at 4% or $114,198 at 6%; with 100% employer match about $128,472 at 4% or $85,648 at 6%.
201516$2,445,541$136,622$22,770iApproximate average salary by contribution assumption: employee only about $569,258 at 4% or $379,506 at 6%; with 50% employer match about $379,506 at 4% or $253,004 at 6%; with 100% employer match about $284,629 at 4% or $189,753 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-6$2,445,541$136,622$22,770iApproximate average salary by contribution assumption: employee only about $569,258 at 4% or $379,506 at 6%; with 50% employer match about $379,506 at 4% or $253,004 at 6%; with 100% employer match about $284,629 at 4% or $189,753 at 6%.
201416$2,419,627$141,371$23,562iApproximate average salary by contribution assumption: employee only about $589,046 at 4% or $392,697 at 6%; with 50% employer match about $392,697 at 4% or $261,798 at 6%; with 100% employer match about $294,523 at 4% or $196,349 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-6$2,419,627$141,371$23,562iApproximate average salary by contribution assumption: employee only about $589,046 at 4% or $392,697 at 6%; with 50% employer match about $392,697 at 4% or $261,798 at 6%; with 100% employer match about $294,523 at 4% or $196,349 at 6%.
201316$2,142,630$78,431$13,072iApproximate average salary by contribution assumption: employee only about $326,796 at 4% or $217,864 at 6%; with 50% employer match about $217,864 at 4% or $145,243 at 6%; with 100% employer match about $163,398 at 4% or $108,932 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-6$2,142,630$78,431$13,072iApproximate average salary by contribution assumption: employee only about $326,796 at 4% or $217,864 at 6%; with 50% employer match about $217,864 at 4% or $145,243 at 6%; with 100% employer match about $163,398 at 4% or $108,932 at 6%.
201216$1,907,260$82,044$13,674iApproximate average salary by contribution assumption: employee only about $341,850 at 4% or $227,900 at 6%; with 50% employer match about $227,900 at 4% or $151,933 at 6%; with 100% employer match about $170,925 at 4% or $113,950 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-6$1,907,260$82,044$13,674iApproximate average salary by contribution assumption: employee only about $341,850 at 4% or $227,900 at 6%; with 50% employer match about $227,900 at 4% or $151,933 at 6%; with 100% employer match about $170,925 at 4% or $113,950 at 6%.
201116$1,677,839$76,252$12,709iApproximate average salary by contribution assumption: employee only about $317,717 at 4% or $211,811 at 6%; with 50% employer match about $211,811 at 4% or $141,207 at 6%; with 100% employer match about $158,858 at 4% or $105,906 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-6$1,677,839$76,252$12,709iApproximate average salary by contribution assumption: employee only about $317,717 at 4% or $211,811 at 6%; with 50% employer match about $211,811 at 4% or $141,207 at 6%; with 100% employer match about $158,858 at 4% or $105,906 at 6%.
201015$1,651,004$75,860$15,172iApproximate average salary by contribution assumption: employee only about $379,300 at 4% or $252,867 at 6%; with 50% employer match about $252,867 at 4% or $168,578 at 6%; with 100% employer match about $189,650 at 4% or $126,433 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$1,651,004$75,860$15,172iApproximate average salary by contribution assumption: employee only about $379,300 at 4% or $252,867 at 6%; with 50% employer match about $252,867 at 4% or $168,578 at 6%; with 100% employer match about $189,650 at 4% or $126,433 at 6%.
200914$1,444,789$35,343$8,836iApproximate average salary by contribution assumption: employee only about $220,894 at 4% or $147,263 at 6%; with 50% employer match about $147,263 at 4% or $98,175 at 6%; with 100% employer match about $110,447 at 4% or $73,631 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-4$1,444,789$35,343$8,836iApproximate average salary by contribution assumption: employee only about $220,894 at 4% or $147,263 at 6%; with 50% employer match about $147,263 at 4% or $98,175 at 6%; with 100% employer match about $110,447 at 4% or $73,631 at 6%.
200815$1,220,105$74,267$14,853iApproximate average salary by contribution assumption: employee only about $371,335 at 4% or $247,557 at 6%; with 50% employer match about $247,557 at 4% or $165,038 at 6%; with 100% employer match about $185,668 at 4% or $123,778 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$1,220,105$74,267$14,853iApproximate average salary by contribution assumption: employee only about $371,335 at 4% or $247,557 at 6%; with 50% employer match about $247,557 at 4% or $165,038 at 6%; with 100% employer match about $185,668 at 4% or $123,778 at 6%.
200715$1,395,366$75,656$15,131iApproximate average salary by contribution assumption: employee only about $378,280 at 4% or $252,187 at 6%; with 50% employer match about $252,187 at 4% or $168,124 at 6%; with 100% employer match about $189,140 at 4% or $126,093 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$1,395,366$75,656$15,131iApproximate average salary by contribution assumption: employee only about $378,280 at 4% or $252,187 at 6%; with 50% employer match about $252,187 at 4% or $168,124 at 6%; with 100% employer match about $189,140 at 4% or $126,093 at 6%.
200615$1,281,965$74,872$14,974iApproximate average salary by contribution assumption: employee only about $374,360 at 4% or $249,573 at 6%; with 50% employer match about $249,573 at 4% or $166,382 at 6%; with 100% employer match about $187,180 at 4% or $124,787 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$1,281,965$74,872$14,974iApproximate average salary by contribution assumption: employee only about $374,360 at 4% or $249,573 at 6%; with 50% employer match about $249,573 at 4% or $166,382 at 6%; with 100% employer match about $187,180 at 4% or $124,787 at 6%.
200515$1,082,941$70,402$14,080iApproximate average salary by contribution assumption: employee only about $352,010 at 4% or $234,673 at 6%; with 50% employer match about $234,673 at 4% or $156,449 at 6%; with 100% employer match about $176,005 at 4% or $117,337 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$1,082,941$70,402$14,080iApproximate average salary by contribution assumption: employee only about $352,010 at 4% or $234,673 at 6%; with 50% employer match about $234,673 at 4% or $156,449 at 6%; with 100% employer match about $176,005 at 4% or $117,337 at 6%.
200415$989,451$69,625$13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$989,451$69,625$13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%.
200315$857,564$69,651$13,930iApproximate average salary by contribution assumption: employee only about $348,255 at 4% or $232,170 at 6%; with 50% employer match about $232,170 at 4% or $154,780 at 6%; with 100% employer match about $174,128 at 4% or $116,085 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$857,564$69,651$13,930iApproximate average salary by contribution assumption: employee only about $348,255 at 4% or $232,170 at 6%; with 50% employer match about $232,170 at 4% or $154,780 at 6%; with 100% employer match about $174,128 at 4% or $116,085 at 6%.
200224$686,774$337,071$84,268iApproximate average salary by contribution assumption: employee only about $2,106,694 at 4% or $1,404,463 at 6%; with 50% employer match about $1,404,463 at 4% or $936,308 at 6%; with 100% employer match about $1,053,347 at 4% or $702,231 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-4$686,774$337,071$84,268iApproximate average salary by contribution assumption: employee only about $2,106,694 at 4% or $1,404,463 at 6%; with 50% employer match about $1,404,463 at 4% or $936,308 at 6%; with 100% employer match about $1,053,347 at 4% or $702,231 at 6%.
PAUL M. ROBERTS BASIC KEOGH MONEY PURCHASE PLAN-0---
200124$0$0-
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-4---
PAUL M. ROBERTS BASIC KEOGH MONEY PURCHASE PLAN-4---
200025$718,705$55,720$11,144iApproximate average salary by contribution assumption: employee only about $278,600 at 4% or $185,733 at 6%; with 50% employer match about $185,733 at 4% or $123,822 at 6%; with 100% employer match about $139,300 at 4% or $92,867 at 6%.
Paul M Roberts Dds 401(K) Profit Sharing Plan & Trust-5$403,341$39,933$7,987iApproximate average salary by contribution assumption: employee only about $199,665 at 4% or $133,110 at 6%; with 50% employer match about $133,110 at 4% or $88,740 at 6%; with 100% employer match about $99,833 at 4% or $66,555 at 6%.
PAUL M. ROBERTS BASIC KEOGH MONEY PURCHASE PLAN-5$315,364$15,787$3,157iApproximate average salary by contribution assumption: employee only about $78,935 at 4% or $52,623 at 6%; with 50% employer match about $52,623 at 4% or $35,082 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%.
Paul M Roberts Dds | EIN 04-2791331 | 2024 Form 5500 Company Profile