Civic Intelligence

Dr. Charles B. Robertson DMD Inc.

Plan context: Dr. Charles B. Robertson DMD 401K Plan

EIN 20-2252862 • Murray, KY • 9 filings • 1 plans

1710 Hwy 121 Bypass N, Suite AMurray, KY 42071
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,263,045

2025 Contributions

$63,969

Historical Graphs

Total Assets Over Time

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

$1,263,045$631,523$0201720212025YearValue
$1,263,045Latest year 2025

Participants Over Time

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

740201720212025YearValue
6Latest 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
202516$1,263,045$63,969$10,662iApproximate average salary by contribution assumption: employee only about $266,538 at 4% or $177,692 at 6%; with 50% employer match about $177,692 at 4% or $118,461 at 6%; with 100% employer match about $133,269 at 4% or $88,846 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-6$1,263,045$63,969$10,662iApproximate average salary by contribution assumption: employee only about $266,538 at 4% or $177,692 at 6%; with 50% employer match about $177,692 at 4% or $118,461 at 6%; with 100% employer match about $133,269 at 4% or $88,846 at 6%.
202417$1,040,114$65,575$9,368iApproximate average salary by contribution assumption: employee only about $234,196 at 4% or $156,131 at 6%; with 50% employer match about $156,131 at 4% or $104,087 at 6%; with 100% employer match about $117,098 at 4% or $78,065 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-7$1,040,114$65,575$9,368iApproximate average salary by contribution assumption: employee only about $234,196 at 4% or $156,131 at 6%; with 50% employer match about $156,131 at 4% or $104,087 at 6%; with 100% employer match about $117,098 at 4% or $78,065 at 6%.
202317$846,687$54,573$7,796iApproximate average salary by contribution assumption: employee only about $194,904 at 4% or $129,936 at 6%; with 50% employer match about $129,936 at 4% or $86,624 at 6%; with 100% employer match about $97,452 at 4% or $64,968 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-7$846,687$54,573$7,796iApproximate average salary by contribution assumption: employee only about $194,904 at 4% or $129,936 at 6%; with 50% employer match about $129,936 at 4% or $86,624 at 6%; with 100% employer match about $97,452 at 4% or $64,968 at 6%.
202216$662,703$41,950$6,992iApproximate average salary by contribution assumption: employee only about $174,792 at 4% or $116,528 at 6%; with 50% employer match about $116,528 at 4% or $77,685 at 6%; with 100% employer match about $87,396 at 4% or $58,264 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-6$662,703$41,950$6,992iApproximate average salary by contribution assumption: employee only about $174,792 at 4% or $116,528 at 6%; with 50% employer match about $116,528 at 4% or $77,685 at 6%; with 100% employer match about $87,396 at 4% or $58,264 at 6%.
202115$760,983$46,871$9,374iApproximate average salary by contribution assumption: employee only about $234,355 at 4% or $156,237 at 6%; with 50% employer match about $156,237 at 4% or $104,158 at 6%; with 100% employer match about $117,178 at 4% or $78,118 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-5$760,983$46,871$9,374iApproximate average salary by contribution assumption: employee only about $234,355 at 4% or $156,237 at 6%; with 50% employer match about $156,237 at 4% or $104,158 at 6%; with 100% employer match about $117,178 at 4% or $78,118 at 6%.
202015$747,043$55,219$11,044iApproximate average salary by contribution assumption: employee only about $276,095 at 4% or $184,063 at 6%; with 50% employer match about $184,063 at 4% or $122,709 at 6%; with 100% employer match about $138,048 at 4% or $92,032 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-5$747,043$55,219$11,044iApproximate average salary by contribution assumption: employee only about $276,095 at 4% or $184,063 at 6%; with 50% employer match about $184,063 at 4% or $122,709 at 6%; with 100% employer match about $138,048 at 4% or $92,032 at 6%.
201915$587,690$50,381$10,076iApproximate average salary by contribution assumption: employee only about $251,905 at 4% or $167,937 at 6%; with 50% employer match about $167,937 at 4% or $111,958 at 6%; with 100% employer match about $125,953 at 4% or $83,968 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-5$587,690$50,381$10,076iApproximate average salary by contribution assumption: employee only about $251,905 at 4% or $167,937 at 6%; with 50% employer match about $167,937 at 4% or $111,958 at 6%; with 100% employer match about $125,953 at 4% or $83,968 at 6%.
201815$439,414$80,286$16,057iApproximate average salary by contribution assumption: employee only about $401,430 at 4% or $267,620 at 6%; with 50% employer match about $267,620 at 4% or $178,413 at 6%; with 100% employer match about $200,715 at 4% or $133,810 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-5$439,414$80,286$16,057iApproximate average salary by contribution assumption: employee only about $401,430 at 4% or $267,620 at 6%; with 50% employer match about $267,620 at 4% or $178,413 at 6%; with 100% employer match about $200,715 at 4% or $133,810 at 6%.
201713$380,686$332,819$110,940iApproximate average salary by contribution assumption: employee only about $2,773,492 at 4% or $1,848,994 at 6%; with 50% employer match about $1,848,994 at 4% or $1,232,663 at 6%; with 100% employer match about $1,386,746 at 4% or $924,497 at 6%.
Dr. Charles B. Robertson DMD 401K Plan-3$380,686$332,819$110,940iApproximate average salary by contribution assumption: employee only about $2,773,492 at 4% or $1,848,994 at 6%; with 50% employer match about $1,848,994 at 4% or $1,232,663 at 6%; with 100% employer match about $1,386,746 at 4% or $924,497 at 6%.