Robert Toledo, D.O. Ltd.
Plan context: Robert Toledo, D.O. Ltd. Cash Balance Plan
EIN 20-3448747 • Las Vegas, NV • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$4,668,086
2024 Contributions
$136,480
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 14 | $4,668,086 | $136,480 | $9,749iApproximate average salary by contribution assumption: employee only about $243,714 at 4% or $162,476 at 6%; with 50% employer match about $162,476 at 4% or $108,317 at 6%; with 100% employer match about $121,857 at 4% or $81,238 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 14 | $2,415,994 | $0 | - |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 9 | $2,252,092 | $136,480 | $15,164iApproximate average salary by contribution assumption: employee only about $379,111 at 4% or $252,741 at 6%; with 50% employer match about $252,741 at 4% or $168,494 at 6%; with 100% employer match about $189,556 at 4% or $126,370 at 6%. |
| 2023 | 2 | 10 | $3,000,136 | $160,150 | $16,015iApproximate average salary by contribution assumption: employee only about $400,375 at 4% or $266,917 at 6%; with 50% employer match about $266,917 at 4% or $177,944 at 6%; with 100% employer match about $200,188 at 4% or $133,458 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 10 | $1,526,312 | $0 | - |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 7 | $1,473,824 | $160,150 | $22,879iApproximate average salary by contribution assumption: employee only about $571,964 at 4% or $381,310 at 6%; with 50% employer match about $381,310 at 4% or $254,206 at 6%; with 100% employer match about $285,982 at 4% or $190,655 at 6%. |
| 2022 | 2 | 10 | $1,724,638 | $135,234 | $13,523iApproximate average salary by contribution assumption: employee only about $338,085 at 4% or $225,390 at 6%; with 50% employer match about $225,390 at 4% or $150,260 at 6%; with 100% employer match about $169,043 at 4% or $112,695 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 5 | $967,093 | $135,234 | $27,047iApproximate average salary by contribution assumption: employee only about $676,170 at 4% or $450,780 at 6%; with 50% employer match about $450,780 at 4% or $300,520 at 6%; with 100% employer match about $338,085 at 4% or $225,390 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 10 | $757,545 | $0 | - |
| 2021 | 2 | 6 | $2,544,788 | $49,880 | $8,313iApproximate average salary by contribution assumption: employee only about $207,833 at 4% or $138,556 at 6%; with 50% employer match about $138,556 at 4% or $92,370 at 6%; with 100% employer match about $103,917 at 4% or $69,278 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $1,312,690 | $0 | - |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $1,232,098 | $49,880 | $24,940iApproximate average salary by contribution assumption: employee only about $623,500 at 4% or $415,667 at 6%; with 50% employer match about $415,667 at 4% or $277,111 at 6%; with 100% employer match about $311,750 at 4% or $207,833 at 6%. |
| 2020 | 2 | 6 | $2,039,997 | $40,720 | $6,787iApproximate average salary by contribution assumption: employee only about $169,667 at 4% or $113,111 at 6%; with 50% employer match about $113,111 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,556 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $1,037,700 | $40,720 | $20,360iApproximate average salary by contribution assumption: employee only about $509,000 at 4% or $339,333 at 6%; with 50% employer match about $339,333 at 4% or $226,222 at 6%; with 100% employer match about $254,500 at 4% or $169,667 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $1,002,297 | $0 | - |
| 2019 | 2 | 6 | $1,570,934 | $49,000 | $8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $875,790 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $695,144 | $0 | - |
| 2018 | 2 | 6 | $1,158,121 | $34,600 | $5,767iApproximate average salary by contribution assumption: employee only about $144,167 at 4% or $96,111 at 6%; with 50% employer match about $96,111 at 4% or $64,074 at 6%; with 100% employer match about $72,083 at 4% or $48,056 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $627,131 | $34,600 | $17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $530,990 | $0 | - |
| 2017 | 2 | 16 | $1,018,148 | $34,600 | $2,163iApproximate average salary by contribution assumption: employee only about $54,063 at 4% or $36,042 at 6%; with 50% employer match about $36,042 at 4% or $24,028 at 6%; with 100% employer match about $27,031 at 4% or $18,021 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $619,099 | $34,600 | $17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 16 | $399,049 | $0 | - |
| 2016 | 2 | 14 | $1,080,450 | $175,736 | $12,553iApproximate average salary by contribution assumption: employee only about $313,814 at 4% or $209,210 at 6%; with 50% employer match about $209,210 at 4% or $139,473 at 6%; with 100% employer match about $156,907 at 4% or $104,605 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $630,154 | $175,736 | $87,868iApproximate average salary by contribution assumption: employee only about $2,196,700 at 4% or $1,464,467 at 6%; with 50% employer match about $1,464,467 at 4% or $976,311 at 6%; with 100% employer match about $1,098,350 at 4% or $732,233 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 14 | $450,296 | $0 | - |
| 2015 | 2 | 6 | $1,085,783 | $32,280 | $5,380iApproximate average salary by contribution assumption: employee only about $134,500 at 4% or $89,667 at 6%; with 50% employer match about $89,667 at 4% or $59,778 at 6%; with 100% employer match about $67,250 at 4% or $44,833 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $658,130 | $0 | - |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $427,653 | $32,280 | $16,140iApproximate average salary by contribution assumption: employee only about $403,500 at 4% or $269,000 at 6%; with 50% employer match about $269,000 at 4% or $179,333 at 6%; with 100% employer match about $201,750 at 4% or $134,500 at 6%. |
| 2014 | 2 | 6 | $947,312 | $157,680 | $26,280iApproximate average salary by contribution assumption: employee only about $657,000 at 4% or $438,000 at 6%; with 50% employer match about $438,000 at 4% or $292,000 at 6%; with 100% employer match about $328,500 at 4% or $219,000 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $545,475 | $115,000 | $19,167iApproximate average salary by contribution assumption: employee only about $479,167 at 4% or $319,444 at 6%; with 50% employer match about $319,444 at 4% or $212,963 at 6%; with 100% employer match about $239,583 at 4% or $159,722 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $401,837 | $42,680 | $21,340iApproximate average salary by contribution assumption: employee only about $533,500 at 4% or $355,667 at 6%; with 50% employer match about $355,667 at 4% or $237,111 at 6%; with 100% employer match about $266,750 at 4% or $177,833 at 6%. |
| 2013 | 2 | 4 | $753,557 | $47,520 | $11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 4 | $403,426 | $5,000 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $350,131 | $42,520 | $21,260iApproximate average salary by contribution assumption: employee only about $531,500 at 4% or $354,333 at 6%; with 50% employer match about $354,333 at 4% or $236,222 at 6%; with 100% employer match about $265,750 at 4% or $177,167 at 6%. |
| 2012 | 2 | 5 | $668,842 | $160,800 | $32,160iApproximate average salary by contribution assumption: employee only about $804,000 at 4% or $536,000 at 6%; with 50% employer match about $536,000 at 4% or $357,333 at 6%; with 100% employer match about $402,000 at 4% or $268,000 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 5 | $387,751 | $120,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $281,091 | $40,800 | $20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%. |
| 2011 | 2 | 6 | $460,274 | $105,512 | $17,585iApproximate average salary by contribution assumption: employee only about $439,633 at 4% or $293,089 at 6%; with 50% employer match about $293,089 at 4% or $195,393 at 6%; with 100% employer match about $219,817 at 4% or $146,544 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $249,656 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $210,618 | $45,512 | $22,756iApproximate average salary by contribution assumption: employee only about $568,900 at 4% or $379,267 at 6%; with 50% employer match about $379,267 at 4% or $252,844 at 6%; with 100% employer match about $284,450 at 4% or $189,633 at 6%. |
| 2010 | 3 | 6 | $580,356 | $159,788 | $26,631iApproximate average salary by contribution assumption: employee only about $665,783 at 4% or $443,856 at 6%; with 50% employer match about $443,856 at 4% or $295,904 at 6%; with 100% employer match about $332,892 at 4% or $221,928 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 3 | $194,504 | $49,894 | $16,631iApproximate average salary by contribution assumption: employee only about $415,783 at 4% or $277,189 at 6%; with 50% employer match about $277,189 at 4% or $184,793 at 6%; with 100% employer match about $207,892 at 4% or $138,594 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 3 | $194,504 | $49,894 | $16,631iApproximate average salary by contribution assumption: employee only about $415,783 at 4% or $277,189 at 6%; with 50% employer match about $277,189 at 4% or $184,793 at 6%; with 100% employer match about $207,892 at 4% or $138,594 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $191,348 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2009 | 2 | 6 | $257,944 | $91,258 | $15,210iApproximate average salary by contribution assumption: employee only about $380,242 at 4% or $253,494 at 6%; with 50% employer match about $253,494 at 4% or $168,996 at 6%; with 100% employer match about $190,121 at 4% or $126,747 at 6%. |
| Robert Toledo, D.O. Ltd. Cash Balance Plan | - | 6 | $131,336 | $57,698 | $9,616iApproximate average salary by contribution assumption: employee only about $240,408 at 4% or $160,272 at 6%; with 50% employer match about $160,272 at 4% or $106,848 at 6%; with 100% employer match about $120,204 at 4% or $80,136 at 6%. |
| Robert Toledo, Do Ltd 401(K) Profit Sharing Plan | - | 2 | $126,608 | $33,560 | $16,780iApproximate average salary by contribution assumption: employee only about $419,500 at 4% or $279,667 at 6%; with 50% employer match about $279,667 at 4% or $186,444 at 6%; with 100% employer match about $209,750 at 4% or $139,833 at 6%. |