Civic Intelligence

Robert L. Bard, M.D. PC.

Plan context: Robert L. Bard, M.D. Retirement Trust

EIN 11-2115040 • New York, NY • 37 filings • 5 plans

121 East 60th StreetNew York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,456

2024 Contributions

$9,267

Historical Graphs

Total Assets Over Time

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

$3,150,204$1,575,102$0199920122023YearValue
$1,456Latest year 2023

Participants Over Time

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

740199920112023YearValue
4Latest year 2023

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
202410$0$0-
Robert L. Bard, M.D. Retirement Trust-0$0$0-
202314$1,456$0-
Robert L. Bard, M.D. Retirement Trust-4$1,456$0-
202214$2,111,033$9,267$2,317iApproximate average salary by contribution assumption: employee only about $57,919 at 4% or $38,613 at 6%; with 50% employer match about $38,613 at 4% or $25,742 at 6%; with 100% employer match about $28,959 at 4% or $19,306 at 6%.
Robert L. Bard, M.D. Retirement Trust-4$2,111,033$9,267$2,317iApproximate average salary by contribution assumption: employee only about $57,919 at 4% or $38,613 at 6%; with 50% employer match about $38,613 at 4% or $25,742 at 6%; with 100% employer match about $28,959 at 4% or $19,306 at 6%.
202114$2,561,469$102,325$25,581iApproximate average salary by contribution assumption: employee only about $639,531 at 4% or $426,354 at 6%; with 50% employer match about $426,354 at 4% or $284,236 at 6%; with 100% employer match about $319,766 at 4% or $213,177 at 6%.
Robert L. Bard, M.D. Retirement Trust-4$2,561,469$102,325$25,581iApproximate average salary by contribution assumption: employee only about $639,531 at 4% or $426,354 at 6%; with 50% employer match about $426,354 at 4% or $284,236 at 6%; with 100% employer match about $319,766 at 4% or $213,177 at 6%.
202014$2,159,097$110,646$27,662iApproximate average salary by contribution assumption: employee only about $691,538 at 4% or $461,025 at 6%; with 50% employer match about $461,025 at 4% or $307,350 at 6%; with 100% employer match about $345,769 at 4% or $230,513 at 6%.
Robert L. Bard, M.D. Retirement Trust-4$2,159,097$110,646$27,662iApproximate average salary by contribution assumption: employee only about $691,538 at 4% or $461,025 at 6%; with 50% employer match about $461,025 at 4% or $307,350 at 6%; with 100% employer match about $345,769 at 4% or $230,513 at 6%.
201914$1,826,497$104,169$26,042iApproximate average salary by contribution assumption: employee only about $651,056 at 4% or $434,038 at 6%; with 50% employer match about $434,038 at 4% or $289,358 at 6%; with 100% employer match about $325,528 at 4% or $217,019 at 6%.
Robert L. Bard, M.D. Retirement Trust-4$1,826,497$104,169$26,042iApproximate average salary by contribution assumption: employee only about $651,056 at 4% or $434,038 at 6%; with 50% employer match about $434,038 at 4% or $289,358 at 6%; with 100% employer match about $325,528 at 4% or $217,019 at 6%.
201814$1,586,140$94,101$23,525iApproximate average salary by contribution assumption: employee only about $588,131 at 4% or $392,088 at 6%; with 50% employer match about $392,088 at 4% or $261,392 at 6%; with 100% employer match about $294,066 at 4% or $196,044 at 6%.
Robert L. Bard, M.D. Retirement Trust-4$1,586,140$94,101$23,525iApproximate average salary by contribution assumption: employee only about $588,131 at 4% or $392,088 at 6%; with 50% employer match about $392,088 at 4% or $261,392 at 6%; with 100% employer match about $294,066 at 4% or $196,044 at 6%.
201715$1,621,694$95,485$19,097iApproximate average salary by contribution assumption: employee only about $477,425 at 4% or $318,283 at 6%; with 50% employer match about $318,283 at 4% or $212,189 at 6%; with 100% employer match about $238,713 at 4% or $159,142 at 6%.
Robert L. Bard, M.D. Retirement Trust-5$1,621,694$95,485$19,097iApproximate average salary by contribution assumption: employee only about $477,425 at 4% or $318,283 at 6%; with 50% employer match about $318,283 at 4% or $212,189 at 6%; with 100% employer match about $238,713 at 4% or $159,142 at 6%.
201615$1,461,423$93,256$18,651iApproximate average salary by contribution assumption: employee only about $466,280 at 4% or $310,853 at 6%; with 50% employer match about $310,853 at 4% or $207,236 at 6%; with 100% employer match about $233,140 at 4% or $155,427 at 6%.
Robert L. Bard, M.D. Retirement Trust-5$1,461,423$93,256$18,651iApproximate average salary by contribution assumption: employee only about $466,280 at 4% or $310,853 at 6%; with 50% employer match about $310,853 at 4% or $207,236 at 6%; with 100% employer match about $233,140 at 4% or $155,427 at 6%.
201516$1,524,941$45,772$7,629iApproximate average salary by contribution assumption: employee only about $190,717 at 4% or $127,144 at 6%; with 50% employer match about $127,144 at 4% or $84,763 at 6%; with 100% employer match about $95,358 at 4% or $63,572 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$1,524,941$45,772$7,629iApproximate average salary by contribution assumption: employee only about $190,717 at 4% or $127,144 at 6%; with 50% employer match about $127,144 at 4% or $84,763 at 6%; with 100% employer match about $95,358 at 4% or $63,572 at 6%.
201417$1,512,541$19,585$2,798iApproximate average salary by contribution assumption: employee only about $69,946 at 4% or $46,631 at 6%; with 50% employer match about $46,631 at 4% or $31,087 at 6%; with 100% employer match about $34,973 at 4% or $23,315 at 6%.
Robert L. Bard, M.D. Retirement Trust-7$1,512,541$19,585$2,798iApproximate average salary by contribution assumption: employee only about $69,946 at 4% or $46,631 at 6%; with 50% employer match about $46,631 at 4% or $31,087 at 6%; with 100% employer match about $34,973 at 4% or $23,315 at 6%.
201316$2,656,941$79,346$13,224iApproximate average salary by contribution assumption: employee only about $330,608 at 4% or $220,406 at 6%; with 50% employer match about $220,406 at 4% or $146,937 at 6%; with 100% employer match about $165,304 at 4% or $110,203 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$2,656,941$79,346$13,224iApproximate average salary by contribution assumption: employee only about $330,608 at 4% or $220,406 at 6%; with 50% employer match about $220,406 at 4% or $146,937 at 6%; with 100% employer match about $165,304 at 4% or $110,203 at 6%.
201227$2,589,700$119,809$17,116iApproximate average salary by contribution assumption: employee only about $427,889 at 4% or $285,260 at 6%; with 50% employer match about $285,260 at 4% or $190,173 at 6%; with 100% employer match about $213,945 at 4% or $142,630 at 6%.
Robert L. Bard, M.D. Retirement Trust-7$2,589,700$119,809$17,116iApproximate average salary by contribution assumption: employee only about $427,889 at 4% or $285,260 at 6%; with 50% employer match about $285,260 at 4% or $190,173 at 6%; with 100% employer match about $213,945 at 4% or $142,630 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-0$0$0-
201126$3,150,204$200,368$33,395iApproximate average salary by contribution assumption: employee only about $834,867 at 4% or $556,578 at 6%; with 50% employer match about $556,578 at 4% or $371,052 at 6%; with 100% employer match about $417,433 at 4% or $278,289 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$2,576,978$96,078$16,013iApproximate average salary by contribution assumption: employee only about $400,325 at 4% or $266,883 at 6%; with 50% employer match about $266,883 at 4% or $177,922 at 6%; with 100% employer match about $200,163 at 4% or $133,442 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-5$573,226$104,290$20,858iApproximate average salary by contribution assumption: employee only about $521,450 at 4% or $347,633 at 6%; with 50% employer match about $347,633 at 4% or $231,756 at 6%; with 100% employer match about $260,725 at 4% or $173,817 at 6%.
201026$2,913,316$180,841$30,140iApproximate average salary by contribution assumption: employee only about $753,504 at 4% or $502,336 at 6%; with 50% employer match about $502,336 at 4% or $334,891 at 6%; with 100% employer match about $376,752 at 4% or $251,168 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$2,444,419$95,847$15,975iApproximate average salary by contribution assumption: employee only about $399,363 at 4% or $266,242 at 6%; with 50% employer match about $266,242 at 4% or $177,494 at 6%; with 100% employer match about $199,681 at 4% or $133,121 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-5$468,897$84,994$16,999iApproximate average salary by contribution assumption: employee only about $424,970 at 4% or $283,313 at 6%; with 50% employer match about $283,313 at 4% or $188,876 at 6%; with 100% employer match about $212,485 at 4% or $141,657 at 6%.
200926$2,824,441$165,305$27,551iApproximate average salary by contribution assumption: employee only about $688,771 at 4% or $459,181 at 6%; with 50% employer match about $459,181 at 4% or $306,120 at 6%; with 100% employer match about $344,385 at 4% or $229,590 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$2,346,230$86,245$14,374iApproximate average salary by contribution assumption: employee only about $359,354 at 4% or $239,569 at 6%; with 50% employer match about $239,569 at 4% or $159,713 at 6%; with 100% employer match about $179,677 at 4% or $119,785 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-6$478,211$79,060$13,177iApproximate average salary by contribution assumption: employee only about $329,417 at 4% or $219,611 at 6%; with 50% employer match about $219,611 at 4% or $146,407 at 6%; with 100% employer match about $164,708 at 4% or $109,806 at 6%.
200816$286,951$78,975$13,163iApproximate average salary by contribution assumption: employee only about $329,063 at 4% or $219,375 at 6%; with 50% employer match about $219,375 at 4% or $146,250 at 6%; with 100% employer match about $164,531 at 4% or $109,688 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-6$286,951$78,975$13,163iApproximate average salary by contribution assumption: employee only about $329,063 at 4% or $219,375 at 6%; with 50% employer match about $219,375 at 4% or $146,250 at 6%; with 100% employer match about $164,531 at 4% or $109,688 at 6%.
200726$2,098,007$89,947$14,991iApproximate average salary by contribution assumption: employee only about $374,779 at 4% or $249,853 at 6%; with 50% employer match about $249,853 at 4% or $166,569 at 6%; with 100% employer match about $187,390 at 4% or $124,926 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$2,098,007$89,947$14,991iApproximate average salary by contribution assumption: employee only about $374,779 at 4% or $249,853 at 6%; with 50% employer match about $249,853 at 4% or $166,569 at 6%; with 100% employer match about $187,390 at 4% or $124,926 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-6---
200626$2,018,229$152,780$25,463iApproximate average salary by contribution assumption: employee only about $636,583 at 4% or $424,389 at 6%; with 50% employer match about $424,389 at 4% or $282,926 at 6%; with 100% employer match about $318,292 at 4% or $212,194 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$1,887,323$81,560$13,593iApproximate average salary by contribution assumption: employee only about $339,833 at 4% or $226,556 at 6%; with 50% employer match about $226,556 at 4% or $151,037 at 6%; with 100% employer match about $169,917 at 4% or $113,278 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-6$130,906$71,220$11,870iApproximate average salary by contribution assumption: employee only about $296,750 at 4% or $197,833 at 6%; with 50% employer match about $197,833 at 4% or $131,889 at 6%; with 100% employer match about $148,375 at 4% or $98,917 at 6%.
200526$1,739,893$131,492$21,915iApproximate average salary by contribution assumption: employee only about $547,883 at 4% or $365,256 at 6%; with 50% employer match about $365,256 at 4% or $243,504 at 6%; with 100% employer match about $273,942 at 4% or $182,628 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$1,681,157$72,959$12,160iApproximate average salary by contribution assumption: employee only about $303,996 at 4% or $202,664 at 6%; with 50% employer match about $202,664 at 4% or $135,109 at 6%; with 100% employer match about $151,998 at 4% or $101,332 at 6%.
ROBERT L. BARD, M.D., P.C. CASH BALANCE PENSION TRUST-6$58,736$58,533$9,756iApproximate average salary by contribution assumption: employee only about $243,888 at 4% or $162,592 at 6%; with 50% employer match about $162,592 at 4% or $108,394 at 6%; with 100% employer match about $121,944 at 4% or $81,296 at 6%.
200416$1,577,909$48,955$8,159iApproximate average salary by contribution assumption: employee only about $203,979 at 4% or $135,986 at 6%; with 50% employer match about $135,986 at 4% or $90,657 at 6%; with 100% employer match about $101,990 at 4% or $67,993 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$1,577,909$48,955$8,159iApproximate average salary by contribution assumption: employee only about $203,979 at 4% or $135,986 at 6%; with 50% employer match about $135,986 at 4% or $90,657 at 6%; with 100% employer match about $101,990 at 4% or $67,993 at 6%.
200316$1,505,775$48,178$8,030iApproximate average salary by contribution assumption: employee only about $200,742 at 4% or $133,828 at 6%; with 50% employer match about $133,828 at 4% or $89,219 at 6%; with 100% employer match about $100,371 at 4% or $66,914 at 6%.
Robert L. Bard, M.D. Retirement Trust-6$1,505,775$48,178$8,030iApproximate average salary by contribution assumption: employee only about $200,742 at 4% or $133,828 at 6%; with 50% employer match about $133,828 at 4% or $89,219 at 6%; with 100% employer match about $100,371 at 4% or $66,914 at 6%.
200225$1,429,434$47,828$9,566iApproximate average salary by contribution assumption: employee only about $239,140 at 4% or $159,427 at 6%; with 50% employer match about $159,427 at 4% or $106,284 at 6%; with 100% employer match about $119,570 at 4% or $79,713 at 6%.
Robert L. Bard, M.D. Retirement Trust-5$1,429,434$47,828$9,566iApproximate average salary by contribution assumption: employee only about $239,140 at 4% or $159,427 at 6%; with 50% employer match about $159,427 at 4% or $106,284 at 6%; with 100% employer match about $119,570 at 4% or $79,713 at 6%.
Pension Plan Under Robert L. Bard, M.D. Retirement Trust-0---
200124$0$0-
Pension Plan Under Robert L. Bard, M.D. Retirement Trust-4---
Robert L. Bard, M.D. Retirement Trust-4---
200023$1,336,116$32,449$10,816iApproximate average salary by contribution assumption: employee only about $270,408 at 4% or $180,272 at 6%; with 50% employer match about $180,272 at 4% or $120,181 at 6%; with 100% employer match about $135,204 at 4% or $90,136 at 6%.
Pension Plan Under Robert L. Bard, M.D. Retirement Trust-3$1,335,163$31,792$10,597iApproximate average salary by contribution assumption: employee only about $264,933 at 4% or $176,622 at 6%; with 50% employer match about $176,622 at 4% or $117,748 at 6%; with 100% employer match about $132,467 at 4% or $88,311 at 6%.
Robert L. Bard, M.D. Retirement Trust-3$953$657$219iApproximate average salary by contribution assumption: employee only about $5,475 at 4% or $3,650 at 6%; with 50% employer match about $3,650 at 4% or $2,433 at 6%; with 100% employer match about $2,738 at 4% or $1,825 at 6%.
199923$1,183,659$32,124$10,708iApproximate average salary by contribution assumption: employee only about $267,700 at 4% or $178,467 at 6%; with 50% employer match about $178,467 at 4% or $118,978 at 6%; with 100% employer match about $133,850 at 4% or $89,233 at 6%.
Pension Plan Under Robert L. Bard, M.D. Retirement Trust-3$1,183,390$32,074$10,691iApproximate average salary by contribution assumption: employee only about $267,283 at 4% or $178,189 at 6%; with 50% employer match about $178,189 at 4% or $118,793 at 6%; with 100% employer match about $133,642 at 4% or $89,094 at 6%.
Robert L. Bard, M.D. Retirement Trust-3$269$50$17iApproximate average salary by contribution assumption: employee only about $417 at 4% or $278 at 6%; with 50% employer match about $278 at 4% or $185 at 6%; with 100% employer match about $208 at 4% or $139 at 6%.