Civic Intelligence

James E Robson Dds

Plan context: James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan

EIN 06-1493250 • East Lyme, CT • 21 filings • 4 plans

279 Boston Post RoadP.O. Box 309East Lyme, CT 06333
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,683,267

2025 Contributions

$56,139

Historical Graphs

Total Assets Over Time

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

$1,683,267$841,634$0200520152025YearValue
$1,683,267Latest year 2025

Participants Over Time

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

950200520162025YearValue
9Latest year 2025

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
202519$1,683,267$56,139$6,238iApproximate average salary by contribution assumption: employee only about $155,942 at 4% or $103,961 at 6%; with 50% employer match about $103,961 at 4% or $69,307 at 6%; with 100% employer match about $77,971 at 4% or $51,981 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-9$1,683,267$56,139$6,238iApproximate average salary by contribution assumption: employee only about $155,942 at 4% or $103,961 at 6%; with 50% employer match about $103,961 at 4% or $69,307 at 6%; with 100% employer match about $77,971 at 4% or $51,981 at 6%.
202418$1,367,210$52,438$6,555iApproximate average salary by contribution assumption: employee only about $163,869 at 4% or $109,246 at 6%; with 50% employer match about $109,246 at 4% or $72,831 at 6%; with 100% employer match about $81,934 at 4% or $54,623 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-8$1,367,210$52,438$6,555iApproximate average salary by contribution assumption: employee only about $163,869 at 4% or $109,246 at 6%; with 50% employer match about $109,246 at 4% or $72,831 at 6%; with 100% employer match about $81,934 at 4% or $54,623 at 6%.
202319$1,220,288$52,293$5,810iApproximate average salary by contribution assumption: employee only about $145,258 at 4% or $96,839 at 6%; with 50% employer match about $96,839 at 4% or $64,559 at 6%; with 100% employer match about $72,629 at 4% or $48,419 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-9$1,220,288$52,293$5,810iApproximate average salary by contribution assumption: employee only about $145,258 at 4% or $96,839 at 6%; with 50% employer match about $96,839 at 4% or $64,559 at 6%; with 100% employer match about $72,629 at 4% or $48,419 at 6%.
202218$1,061,136$46,027$5,753iApproximate average salary by contribution assumption: employee only about $143,834 at 4% or $95,890 at 6%; with 50% employer match about $95,890 at 4% or $63,926 at 6%; with 100% employer match about $71,917 at 4% or $47,945 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-8$1,061,136$46,027$5,753iApproximate average salary by contribution assumption: employee only about $143,834 at 4% or $95,890 at 6%; with 50% employer match about $95,890 at 4% or $63,926 at 6%; with 100% employer match about $71,917 at 4% or $47,945 at 6%.
202117$1,201,277$52,038$7,434iApproximate average salary by contribution assumption: employee only about $185,850 at 4% or $123,900 at 6%; with 50% employer match about $123,900 at 4% or $82,600 at 6%; with 100% employer match about $92,925 at 4% or $61,950 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-7$1,201,277$52,038$7,434iApproximate average salary by contribution assumption: employee only about $185,850 at 4% or $123,900 at 6%; with 50% employer match about $123,900 at 4% or $82,600 at 6%; with 100% employer match about $92,925 at 4% or $61,950 at 6%.
202019$1,302,370$15,181$1,687iApproximate average salary by contribution assumption: employee only about $42,169 at 4% or $28,113 at 6%; with 50% employer match about $28,113 at 4% or $18,742 at 6%; with 100% employer match about $21,085 at 4% or $14,056 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-9$1,302,370$15,181$1,687iApproximate average salary by contribution assumption: employee only about $42,169 at 4% or $28,113 at 6%; with 50% employer match about $28,113 at 4% or $18,742 at 6%; with 100% employer match about $21,085 at 4% or $14,056 at 6%.
201919$1,202,234$18,144$2,016iApproximate average salary by contribution assumption: employee only about $50,400 at 4% or $33,600 at 6%; with 50% employer match about $33,600 at 4% or $22,400 at 6%; with 100% employer match about $25,200 at 4% or $16,800 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-9$1,202,234$18,144$2,016iApproximate average salary by contribution assumption: employee only about $50,400 at 4% or $33,600 at 6%; with 50% employer match about $33,600 at 4% or $22,400 at 6%; with 100% employer match about $25,200 at 4% or $16,800 at 6%.
201817$1,019,806$13,611$1,944iApproximate average salary by contribution assumption: employee only about $48,611 at 4% or $32,407 at 6%; with 50% employer match about $32,407 at 4% or $21,605 at 6%; with 100% employer match about $24,305 at 4% or $16,204 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-7$1,019,806$13,611$1,944iApproximate average salary by contribution assumption: employee only about $48,611 at 4% or $32,407 at 6%; with 50% employer match about $32,407 at 4% or $21,605 at 6%; with 100% employer match about $24,305 at 4% or $16,204 at 6%.
201718$1,155,806$25,222$3,153iApproximate average salary by contribution assumption: employee only about $78,819 at 4% or $52,546 at 6%; with 50% employer match about $52,546 at 4% or $35,031 at 6%; with 100% employer match about $39,409 at 4% or $26,273 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-8$1,155,806$25,222$3,153iApproximate average salary by contribution assumption: employee only about $78,819 at 4% or $52,546 at 6%; with 50% employer match about $52,546 at 4% or $35,031 at 6%; with 100% employer match about $39,409 at 4% or $26,273 at 6%.
201618$991,441$18,748$2,344iApproximate average salary by contribution assumption: employee only about $58,588 at 4% or $39,058 at 6%; with 50% employer match about $39,058 at 4% or $26,039 at 6%; with 100% employer match about $29,294 at 4% or $19,529 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-8$991,441$18,748$2,344iApproximate average salary by contribution assumption: employee only about $58,588 at 4% or $39,058 at 6%; with 50% employer match about $39,058 at 4% or $26,039 at 6%; with 100% employer match about $29,294 at 4% or $19,529 at 6%.
201510$867,295$28,437-
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-0$867,295$28,437-
201419$910,037$14,584$1,620iApproximate average salary by contribution assumption: employee only about $40,511 at 4% or $27,007 at 6%; with 50% employer match about $27,007 at 4% or $18,005 at 6%; with 100% employer match about $20,256 at 4% or $13,504 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-9$910,037$14,584$1,620iApproximate average salary by contribution assumption: employee only about $40,511 at 4% or $27,007 at 6%; with 50% employer match about $27,007 at 4% or $18,005 at 6%; with 100% employer match about $20,256 at 4% or $13,504 at 6%.
201318$855,986$74,779$9,347iApproximate average salary by contribution assumption: employee only about $233,684 at 4% or $155,790 at 6%; with 50% employer match about $155,790 at 4% or $103,860 at 6%; with 100% employer match about $116,842 at 4% or $77,895 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-8$855,986$74,779$9,347iApproximate average salary by contribution assumption: employee only about $233,684 at 4% or $155,790 at 6%; with 50% employer match about $155,790 at 4% or $103,860 at 6%; with 100% employer match about $116,842 at 4% or $77,895 at 6%.
201217$687,124$80,055$11,436iApproximate average salary by contribution assumption: employee only about $285,911 at 4% or $190,607 at 6%; with 50% employer match about $190,607 at 4% or $127,071 at 6%; with 100% employer match about $142,955 at 4% or $95,304 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-7$687,124$80,055$11,436iApproximate average salary by contribution assumption: employee only about $285,911 at 4% or $190,607 at 6%; with 50% employer match about $190,607 at 4% or $127,071 at 6%; with 100% employer match about $142,955 at 4% or $95,304 at 6%.
201117$532,322$89,722$12,817iApproximate average salary by contribution assumption: employee only about $320,436 at 4% or $213,624 at 6%; with 50% employer match about $213,624 at 4% or $142,416 at 6%; with 100% employer match about $160,218 at 4% or $106,812 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-7$532,322$89,722$12,817iApproximate average salary by contribution assumption: employee only about $320,436 at 4% or $213,624 at 6%; with 50% employer match about $213,624 at 4% or $142,416 at 6%; with 100% employer match about $160,218 at 4% or $106,812 at 6%.
201018$484,610$87,737$10,967iApproximate average salary by contribution assumption: employee only about $274,178 at 4% or $182,785 at 6%; with 50% employer match about $182,785 at 4% or $121,857 at 6%; with 100% employer match about $137,089 at 4% or $91,393 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-8$484,610$87,737$10,967iApproximate average salary by contribution assumption: employee only about $274,178 at 4% or $182,785 at 6%; with 50% employer match about $182,785 at 4% or $121,857 at 6%; with 100% employer match about $137,089 at 4% or $91,393 at 6%.
200919$347,620$75,125$8,347iApproximate average salary by contribution assumption: employee only about $208,681 at 4% or $139,120 at 6%; with 50% employer match about $139,120 at 4% or $92,747 at 6%; with 100% employer match about $104,340 at 4% or $69,560 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-9$347,620$75,125$8,347iApproximate average salary by contribution assumption: employee only about $208,681 at 4% or $139,120 at 6%; with 50% employer match about $139,120 at 4% or $92,747 at 6%; with 100% employer match about $104,340 at 4% or $69,560 at 6%.
200816$215,453$76,704$12,784iApproximate average salary by contribution assumption: employee only about $319,600 at 4% or $213,067 at 6%; with 50% employer match about $213,067 at 4% or $142,044 at 6%; with 100% employer match about $159,800 at 4% or $106,533 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-6$215,453$76,704$12,784iApproximate average salary by contribution assumption: employee only about $319,600 at 4% or $213,067 at 6%; with 50% employer match about $213,067 at 4% or $142,044 at 6%; with 100% employer match about $159,800 at 4% or $106,533 at 6%.
200714$230,945$67,526$16,882iApproximate average salary by contribution assumption: employee only about $422,038 at 4% or $281,358 at 6%; with 50% employer match about $281,358 at 4% or $187,572 at 6%; with 100% employer match about $211,019 at 4% or $140,679 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-4$230,945$67,526$16,882iApproximate average salary by contribution assumption: employee only about $422,038 at 4% or $281,358 at 6%; with 50% employer match about $281,358 at 4% or $187,572 at 6%; with 100% employer match about $211,019 at 4% or $140,679 at 6%.
200616$149,888$74,444$12,407iApproximate average salary by contribution assumption: employee only about $310,183 at 4% or $206,789 at 6%; with 50% employer match about $206,789 at 4% or $137,859 at 6%; with 100% employer match about $155,092 at 4% or $103,394 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-6$149,888$74,444$12,407iApproximate average salary by contribution assumption: employee only about $310,183 at 4% or $206,789 at 6%; with 50% employer match about $206,789 at 4% or $137,859 at 6%; with 100% employer match about $155,092 at 4% or $103,394 at 6%.
200515$62,573$59,550$11,910iApproximate average salary by contribution assumption: employee only about $297,750 at 4% or $198,500 at 6%; with 50% employer match about $198,500 at 4% or $132,333 at 6%; with 100% employer match about $148,875 at 4% or $99,250 at 6%.
James E Robson Dds Cross-Tested Roth Safe-Harbor 401(K) Profit Sharing Plan-5$62,573$59,550$11,910iApproximate average salary by contribution assumption: employee only about $297,750 at 4% or $198,500 at 6%; with 50% employer match about $198,500 at 4% or $132,333 at 6%; with 100% employer match about $148,875 at 4% or $99,250 at 6%.