Civic Intelligence

Calvin W. Roberts, M.D. PC.

Plan context: Calvin W. Roberts, M.D. PC. Pension Plan

EIN 13-4001879 • Hartsdale, NY • 25 filings • 3 plans

50 Cross Hill RoadHartsdale, NY 10530
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$5,533,726

2014 Contributions

$240,000

Historical Graphs

Total Assets Over Time

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

$5,533,726$2,766,863$0199920062014YearValue
$5,533,726Latest year 2014

Participants Over Time

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

530199920072014YearValue
2Latest year 2014

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
201412$5,533,726$0-
Calvin W. Roberts, M.D. PC. Pension Plan-2$5,533,726$0-
201312$5,317,056$0-
Calvin W. Roberts, M.D. PC. Pension Plan-2$5,317,056$0-
201212$4,617,368$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-2$4,617,368$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
201112$3,783,155$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-2$3,783,155$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201012$3,783,269$325,782$162,891iApproximate average salary by contribution assumption: employee only about $4,072,275 at 4% or $2,714,850 at 6%; with 50% employer match about $2,714,850 at 4% or $1,809,900 at 6%; with 100% employer match about $2,036,138 at 4% or $1,357,425 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-2$3,783,269$325,782$162,891iApproximate average salary by contribution assumption: employee only about $4,072,275 at 4% or $2,714,850 at 6%; with 50% employer match about $2,714,850 at 4% or $1,809,900 at 6%; with 100% employer match about $2,036,138 at 4% or $1,357,425 at 6%.
200914$2,947,411$25,782$6,446iApproximate average salary by contribution assumption: employee only about $161,138 at 4% or $107,425 at 6%; with 50% employer match about $107,425 at 4% or $71,617 at 6%; with 100% employer match about $80,569 at 4% or $53,713 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-4$2,947,411$25,782$6,446iApproximate average salary by contribution assumption: employee only about $161,138 at 4% or $107,425 at 6%; with 50% employer match about $107,425 at 4% or $71,617 at 6%; with 100% employer match about $80,569 at 4% or $53,713 at 6%.
200822$0$0-
Calvin W. Roberts, M.D. PC. Pension Plan-2---
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-0---
200715$0$0-
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-5---
200625$2,453,728$408,388$81,678iApproximate average salary by contribution assumption: employee only about $2,041,940 at 4% or $1,361,293 at 6%; with 50% employer match about $1,361,293 at 4% or $907,529 at 6%; with 100% employer match about $1,020,970 at 4% or $680,647 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-4$2,178,835$365,632$91,408iApproximate average salary by contribution assumption: employee only about $2,285,200 at 4% or $1,523,467 at 6%; with 50% employer match about $1,523,467 at 4% or $1,015,644 at 6%; with 100% employer match about $1,142,600 at 4% or $761,733 at 6%.
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-5$274,893$42,756$8,551iApproximate average salary by contribution assumption: employee only about $213,780 at 4% or $142,520 at 6%; with 50% employer match about $142,520 at 4% or $95,013 at 6%; with 100% employer match about $106,890 at 4% or $71,260 at 6%.
200525$1,979,725$516,927$103,385iApproximate average salary by contribution assumption: employee only about $2,584,635 at 4% or $1,723,090 at 6%; with 50% employer match about $1,723,090 at 4% or $1,148,727 at 6%; with 100% employer match about $1,292,318 at 4% or $861,545 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-4$1,766,733$475,718$118,930iApproximate average salary by contribution assumption: employee only about $2,973,238 at 4% or $1,982,158 at 6%; with 50% employer match about $1,982,158 at 4% or $1,321,439 at 6%; with 100% employer match about $1,486,619 at 4% or $991,079 at 6%.
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-5$212,992$41,209$8,242iApproximate average salary by contribution assumption: employee only about $206,045 at 4% or $137,363 at 6%; with 50% employer match about $137,363 at 4% or $91,576 at 6%; with 100% employer match about $103,022 at 4% or $68,682 at 6%.
200425$1,444,175$421,372$84,274iApproximate average salary by contribution assumption: employee only about $2,106,860 at 4% or $1,404,573 at 6%; with 50% employer match about $1,404,573 at 4% or $936,382 at 6%; with 100% employer match about $1,053,430 at 4% or $702,287 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-4$1,283,110$381,049$95,262iApproximate average salary by contribution assumption: employee only about $2,381,556 at 4% or $1,587,704 at 6%; with 50% employer match about $1,587,704 at 4% or $1,058,469 at 6%; with 100% employer match about $1,190,778 at 4% or $793,852 at 6%.
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-5$161,065$40,323$8,065iApproximate average salary by contribution assumption: employee only about $201,615 at 4% or $134,410 at 6%; with 50% employer match about $134,410 at 4% or $89,607 at 6%; with 100% employer match about $100,808 at 4% or $67,205 at 6%.
200324$993,882$384,524$96,131iApproximate average salary by contribution assumption: employee only about $2,403,275 at 4% or $1,602,183 at 6%; with 50% employer match about $1,602,183 at 4% or $1,068,122 at 6%; with 100% employer match about $1,201,638 at 4% or $801,092 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-4$882,816$356,020$89,005iApproximate average salary by contribution assumption: employee only about $2,225,125 at 4% or $1,483,417 at 6%; with 50% employer match about $1,483,417 at 4% or $988,944 at 6%; with 100% employer match about $1,112,563 at 4% or $741,708 at 6%.
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-4$111,066$28,504$7,126iApproximate average salary by contribution assumption: employee only about $178,150 at 4% or $118,767 at 6%; with 50% employer match about $118,767 at 4% or $79,178 at 6%; with 100% employer match about $89,075 at 4% or $59,383 at 6%.
200224$77,074$45,834$11,459iApproximate average salary by contribution assumption: employee only about $286,463 at 4% or $190,975 at 6%; with 50% employer match about $190,975 at 4% or $127,317 at 6%; with 100% employer match about $143,231 at 4% or $95,488 at 6%.
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-0$77,074$45,834-
Calvin W. Roberts, M.D. PC. Pension Plan-4---
200124$0$0-
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-4---
Calvin W. Roberts, M.D. PC. Pension Plan-3---
200024$273,301$146,267$36,567iApproximate average salary by contribution assumption: employee only about $914,169 at 4% or $609,446 at 6%; with 50% employer match about $609,446 at 4% or $406,297 at 6%; with 100% employer match about $457,084 at 4% or $304,723 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-3$236,671$121,369$40,456iApproximate average salary by contribution assumption: employee only about $1,011,408 at 4% or $674,272 at 6%; with 50% employer match about $674,272 at 4% or $449,515 at 6%; with 100% employer match about $505,704 at 4% or $337,136 at 6%.
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-4$36,630$24,898$6,225iApproximate average salary by contribution assumption: employee only about $155,613 at 4% or $103,742 at 6%; with 50% employer match about $103,742 at 4% or $69,161 at 6%; with 100% employer match about $77,806 at 4% or $51,871 at 6%.
199923$120,163$120,163$40,054iApproximate average salary by contribution assumption: employee only about $1,001,358 at 4% or $667,572 at 6%; with 50% employer match about $667,572 at 4% or $445,048 at 6%; with 100% employer match about $500,679 at 4% or $333,786 at 6%.
Calvin W. Roberts, M.D. PC. Pension Plan-3$108,238$108,238$36,079iApproximate average salary by contribution assumption: employee only about $901,983 at 4% or $601,322 at 6%; with 50% employer match about $601,322 at 4% or $400,881 at 6%; with 100% employer match about $450,992 at 4% or $300,661 at 6%.
Calvin W. Roberts, M.D. PC. Profit Sharing Plan-3$11,925$11,925$3,975iApproximate average salary by contribution assumption: employee only about $99,375 at 4% or $66,250 at 6%; with 50% employer match about $66,250 at 4% or $44,167 at 6%; with 100% employer match about $49,688 at 4% or $33,125 at 6%.