Civic Intelligence

Robert J. Anderson, M.D., P.A.

Plan context: Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust

EIN 20-1811709 • 40 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,315,516

2024 Contributions

$188,164

Historical Graphs

Total Assets Over Time

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

$3,829,866$1,914,933$0200520152024YearValue
$2,315,516Latest year 2024

Participants Over Time

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

420200520152024YearValue
4Latest 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
202424$2,315,516$188,164$47,041iApproximate average salary by contribution assumption: employee only about $1,176,025 at 4% or $784,017 at 6%; with 50% employer match about $784,017 at 4% or $522,678 at 6%; with 100% employer match about $588,013 at 4% or $392,008 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$2,183,233$175,024$87,512iApproximate average salary by contribution assumption: employee only about $2,187,800 at 4% or $1,458,533 at 6%; with 50% employer match about $1,458,533 at 4% or $972,356 at 6%; with 100% employer match about $1,093,900 at 4% or $729,267 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$132,283$13,140$3,285iApproximate average salary by contribution assumption: employee only about $82,125 at 4% or $54,750 at 6%; with 50% employer match about $54,750 at 4% or $36,500 at 6%; with 100% employer match about $41,063 at 4% or $27,375 at 6%.
202324$2,105,197$197,381$49,345iApproximate average salary by contribution assumption: employee only about $1,233,631 at 4% or $822,421 at 6%; with 50% employer match about $822,421 at 4% or $548,281 at 6%; with 100% employer match about $616,816 at 4% or $411,210 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,992,520$182,704$91,352iApproximate average salary by contribution assumption: employee only about $2,283,800 at 4% or $1,522,533 at 6%; with 50% employer match about $1,522,533 at 4% or $1,015,022 at 6%; with 100% employer match about $1,141,900 at 4% or $761,267 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$112,677$14,677$3,669iApproximate average salary by contribution assumption: employee only about $91,731 at 4% or $61,154 at 6%; with 50% employer match about $61,154 at 4% or $40,769 at 6%; with 100% employer match about $45,866 at 4% or $30,577 at 6%.
202224$1,936,188$162,642$40,661iApproximate average salary by contribution assumption: employee only about $1,016,513 at 4% or $677,675 at 6%; with 50% employer match about $677,675 at 4% or $451,783 at 6%; with 100% employer match about $508,256 at 4% or $338,838 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,844,829$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%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$91,359$12,642$3,161iApproximate average salary by contribution assumption: employee only about $79,013 at 4% or $52,675 at 6%; with 50% employer match about $52,675 at 4% or $35,117 at 6%; with 100% employer match about $39,506 at 4% or $26,338 at 6%.
202124$2,372,170$232,686$58,172iApproximate average salary by contribution assumption: employee only about $1,454,288 at 4% or $969,525 at 6%; with 50% employer match about $969,525 at 4% or $646,350 at 6%; with 100% employer match about $727,144 at 4% or $484,763 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$2,239,195$182,365$91,183iApproximate average salary by contribution assumption: employee only about $2,279,563 at 4% or $1,519,708 at 6%; with 50% employer match about $1,519,708 at 4% or $1,013,139 at 6%; with 100% employer match about $1,139,781 at 4% or $759,854 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$132,975$50,321$12,580iApproximate average salary by contribution assumption: employee only about $314,506 at 4% or $209,671 at 6%; with 50% employer match about $209,671 at 4% or $139,781 at 6%; with 100% employer match about $157,253 at 4% or $104,835 at 6%.
202024$2,685,927$115,746$28,937iApproximate average salary by contribution assumption: employee only about $723,413 at 4% or $482,275 at 6%; with 50% employer match about $482,275 at 4% or $321,517 at 6%; with 100% employer match about $361,706 at 4% or $241,138 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$2,128,600$98,624$49,312iApproximate average salary by contribution assumption: employee only about $1,232,800 at 4% or $821,867 at 6%; with 50% employer match about $821,867 at 4% or $547,911 at 6%; with 100% employer match about $616,400 at 4% or $410,933 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$557,327$17,122$4,281iApproximate average salary by contribution assumption: employee only about $107,013 at 4% or $71,342 at 6%; with 50% employer match about $71,342 at 4% or $47,561 at 6%; with 100% employer match about $53,506 at 4% or $35,671 at 6%.
201924$3,629,601$359,018$89,755iApproximate average salary by contribution assumption: employee only about $2,243,863 at 4% or $1,495,908 at 6%; with 50% employer match about $1,495,908 at 4% or $997,272 at 6%; with 100% employer match about $1,121,931 at 4% or $747,954 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-1$2,913,167$341,710$341,710iApproximate average salary by contribution assumption: employee only about $8,542,750 at 4% or $5,695,167 at 6%; with 50% employer match about $5,695,167 at 4% or $3,796,778 at 6%; with 100% employer match about $4,271,375 at 4% or $2,847,583 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$716,434$17,308$4,327iApproximate average salary by contribution assumption: employee only about $108,175 at 4% or $72,117 at 6%; with 50% employer match about $72,117 at 4% or $48,078 at 6%; with 100% employer match about $54,088 at 4% or $36,058 at 6%.
201824$2,922,631$184,888$46,222iApproximate average salary by contribution assumption: employee only about $1,155,550 at 4% or $770,367 at 6%; with 50% employer match about $770,367 at 4% or $513,578 at 6%; with 100% employer match about $577,775 at 4% or $385,183 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$2,206,667$147,252$73,626iApproximate average salary by contribution assumption: employee only about $1,840,650 at 4% or $1,227,100 at 6%; with 50% employer match about $1,227,100 at 4% or $818,067 at 6%; with 100% employer match about $920,325 at 4% or $613,550 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$715,964$37,636$9,409iApproximate average salary by contribution assumption: employee only about $235,225 at 4% or $156,817 at 6%; with 50% employer match about $156,817 at 4% or $104,544 at 6%; with 100% employer match about $117,613 at 4% or $78,408 at 6%.
201724$3,681,113$285,613$71,403iApproximate average salary by contribution assumption: employee only about $1,785,081 at 4% or $1,190,054 at 6%; with 50% employer match about $1,190,054 at 4% or $793,369 at 6%; with 100% employer match about $892,541 at 4% or $595,027 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$2,735,177$226,010$113,005iApproximate average salary by contribution assumption: employee only about $2,825,125 at 4% or $1,883,417 at 6%; with 50% employer match about $1,883,417 at 4% or $1,255,611 at 6%; with 100% employer match about $1,412,563 at 4% or $941,708 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$945,936$59,603$14,901iApproximate average salary by contribution assumption: employee only about $372,519 at 4% or $248,346 at 6%; with 50% employer match about $248,346 at 4% or $165,564 at 6%; with 100% employer match about $186,259 at 4% or $124,173 at 6%.
201624$2,205,155$364,689$91,172iApproximate average salary by contribution assumption: employee only about $2,279,306 at 4% or $1,519,538 at 6%; with 50% employer match about $1,519,538 at 4% or $1,013,025 at 6%; with 100% employer match about $1,139,653 at 4% or $759,769 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,618,914$314,710$157,355iApproximate average salary by contribution assumption: employee only about $3,933,875 at 4% or $2,622,583 at 6%; with 50% employer match about $2,622,583 at 4% or $1,748,389 at 6%; with 100% employer match about $1,966,938 at 4% or $1,311,292 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-4$586,241$49,979$12,495iApproximate average salary by contribution assumption: employee only about $312,369 at 4% or $208,246 at 6%; with 50% employer match about $208,246 at 4% or $138,831 at 6%; with 100% employer match about $156,184 at 4% or $104,123 at 6%.
201523$2,031,584$308,175$102,725iApproximate average salary by contribution assumption: employee only about $2,568,125 at 4% or $1,712,083 at 6%; with 50% employer match about $1,712,083 at 4% or $1,141,389 at 6%; with 100% employer match about $1,284,063 at 4% or $856,042 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,601,075$250,746$125,373iApproximate average salary by contribution assumption: employee only about $3,134,325 at 4% or $2,089,550 at 6%; with 50% employer match about $2,089,550 at 4% or $1,393,033 at 6%; with 100% employer match about $1,567,163 at 4% or $1,044,775 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-3$430,509$57,429$19,143iApproximate average salary by contribution assumption: employee only about $478,575 at 4% or $319,050 at 6%; with 50% employer match about $319,050 at 4% or $212,700 at 6%; with 100% employer match about $239,288 at 4% or $159,525 at 6%.
201423$2,593,089$166,625$55,542iApproximate average salary by contribution assumption: employee only about $1,388,542 at 4% or $925,694 at 6%; with 50% employer match about $925,694 at 4% or $617,130 at 6%; with 100% employer match about $694,271 at 4% or $462,847 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,889,186$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-3$703,903$66,625$22,208iApproximate average salary by contribution assumption: employee only about $555,208 at 4% or $370,139 at 6%; with 50% employer match about $370,139 at 4% or $246,759 at 6%; with 100% employer match about $277,604 at 4% or $185,069 at 6%.
201323$3,829,866$181,214$60,405iApproximate average salary by contribution assumption: employee only about $1,510,117 at 4% or $1,006,744 at 6%; with 50% employer match about $1,006,744 at 4% or $671,163 at 6%; with 100% employer match about $755,058 at 4% or $503,372 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$2,769,443$113,913$56,957iApproximate average salary by contribution assumption: employee only about $1,423,913 at 4% or $949,275 at 6%; with 50% employer match about $949,275 at 4% or $632,850 at 6%; with 100% employer match about $711,956 at 4% or $474,638 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-3$1,060,423$67,301$22,434iApproximate average salary by contribution assumption: employee only about $560,842 at 4% or $373,894 at 6%; with 50% employer match about $373,894 at 4% or $249,263 at 6%; with 100% employer match about $280,421 at 4% or $186,947 at 6%.
201223$3,053,869$284,802$94,934iApproximate average salary by contribution assumption: employee only about $2,373,350 at 4% or $1,582,233 at 6%; with 50% employer match about $1,582,233 at 4% or $1,054,822 at 6%; with 100% employer match about $1,186,675 at 4% or $791,117 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$2,198,081$220,500$110,250iApproximate average salary by contribution assumption: employee only about $2,756,250 at 4% or $1,837,500 at 6%; with 50% employer match about $1,837,500 at 4% or $1,225,000 at 6%; with 100% employer match about $1,378,125 at 4% or $918,750 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-3$855,788$64,302$21,434iApproximate average salary by contribution assumption: employee only about $535,850 at 4% or $357,233 at 6%; with 50% employer match about $357,233 at 4% or $238,156 at 6%; with 100% employer match about $267,925 at 4% or $178,617 at 6%.
201123$2,459,858$244,440$81,480iApproximate average salary by contribution assumption: employee only about $2,037,000 at 4% or $1,358,000 at 6%; with 50% employer match about $1,358,000 at 4% or $905,333 at 6%; with 100% employer match about $1,018,500 at 4% or $679,000 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,788,296$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-3$671,562$64,440$21,480iApproximate average salary by contribution assumption: employee only about $537,000 at 4% or $358,000 at 6%; with 50% employer match about $358,000 at 4% or $238,667 at 6%; with 100% employer match about $268,500 at 4% or $179,000 at 6%.
201022$2,326,726$303,475$151,738iApproximate average salary by contribution assumption: employee only about $3,793,438 at 4% or $2,528,958 at 6%; with 50% employer match about $2,528,958 at 4% or $1,685,972 at 6%; with 100% employer match about $1,896,719 at 4% or $1,264,479 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,812,856$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%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-2$513,870$63,475$31,738iApproximate average salary by contribution assumption: employee only about $793,438 at 4% or $528,958 at 6%; with 50% employer match about $528,958 at 4% or $352,639 at 6%; with 100% employer match about $396,719 at 4% or $264,479 at 6%.
200922$1,544,320$304,700$152,350iApproximate average salary by contribution assumption: employee only about $3,808,750 at 4% or $2,539,167 at 6%; with 50% employer match about $2,539,167 at 4% or $1,692,778 at 6%; with 100% employer match about $1,904,375 at 4% or $1,269,583 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$1,275,829$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%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-2$268,491$64,700$32,350iApproximate average salary by contribution assumption: employee only about $808,750 at 4% or $539,167 at 6%; with 50% employer match about $539,167 at 4% or $359,444 at 6%; with 100% employer match about $404,375 at 4% or $269,583 at 6%.
200822$893,835$295,800$147,900iApproximate average salary by contribution assumption: employee only about $3,697,500 at 4% or $2,465,000 at 6%; with 50% employer match about $2,465,000 at 4% or $1,643,333 at 6%; with 100% employer match about $1,848,750 at 4% or $1,232,500 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$736,221$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%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-2$157,614$55,800$27,900iApproximate average salary by contribution assumption: employee only about $697,500 at 4% or $465,000 at 6%; with 50% employer match about $465,000 at 4% or $310,000 at 6%; with 100% employer match about $348,750 at 4% or $232,500 at 6%.
200722$926,138$294,423$147,212iApproximate average salary by contribution assumption: employee only about $3,680,288 at 4% or $2,453,525 at 6%; with 50% employer match about $2,453,525 at 4% or $1,635,683 at 6%; with 100% employer match about $1,840,144 at 4% or $1,226,763 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$771,365$238,923$119,462iApproximate average salary by contribution assumption: employee only about $2,986,538 at 4% or $1,991,025 at 6%; with 50% employer match about $1,991,025 at 4% or $1,327,350 at 6%; with 100% employer match about $1,493,269 at 4% or $995,513 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-2$154,773$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
200622$585,391$292,225$146,113iApproximate average salary by contribution assumption: employee only about $3,652,813 at 4% or $2,435,208 at 6%; with 50% employer match about $2,435,208 at 4% or $1,623,472 at 6%; with 100% employer match about $1,826,406 at 4% or $1,217,604 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$494,177$238,025$119,013iApproximate average salary by contribution assumption: employee only about $2,975,313 at 4% or $1,983,542 at 6%; with 50% employer match about $1,983,542 at 4% or $1,322,361 at 6%; with 100% employer match about $1,487,656 at 4% or $991,771 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-2$91,214$54,200$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
200522$256,335$249,881$124,941iApproximate average salary by contribution assumption: employee only about $3,123,513 at 4% or $2,082,342 at 6%; with 50% employer match about $2,082,342 at 4% or $1,388,228 at 6%; with 100% employer match about $1,561,756 at 4% or $1,041,171 at 6%.
Robert J. Anderson, M.D., P.A. Defined Benefit Pension Trust-2$224,345$217,881$108,941iApproximate average salary by contribution assumption: employee only about $2,723,513 at 4% or $1,815,675 at 6%; with 50% employer match about $1,815,675 at 4% or $1,210,450 at 6%; with 100% employer match about $1,361,756 at 4% or $907,838 at 6%.
Robert J. Anderson, M.D., P.A. 401K Profit Sharing Plan-2$31,990$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.