Civic Intelligence

William W. Roberts, III, D.M.D., P.

Plan context: William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan

EIN 23-2070570 • Philadelphia, PA • 26 filings • 2 plans

1601 Walnut Street, Suite 1513Philadelphia, PA 19102
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$13,787,408

2024 Contributions

$44,999

Historical Graphs

Total Assets Over Time

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

$13,787,408$6,893,704$0199920122024YearValue
$13,787,408Latest year 2024

Participants Over Time

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

1260199920122024YearValue
7Latest 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
202417$13,787,408$44,999$6,428iApproximate average salary by contribution assumption: employee only about $160,711 at 4% or $107,140 at 6%; with 50% employer match about $107,140 at 4% or $71,427 at 6%; with 100% employer match about $80,355 at 4% or $53,570 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-7$13,787,408$44,999$6,428iApproximate average salary by contribution assumption: employee only about $160,711 at 4% or $107,140 at 6%; with 50% employer match about $107,140 at 4% or $71,427 at 6%; with 100% employer match about $80,355 at 4% or $53,570 at 6%.
202317$11,687,433$68,305$9,758iApproximate average salary by contribution assumption: employee only about $243,946 at 4% or $162,631 at 6%; with 50% employer match about $162,631 at 4% or $108,421 at 6%; with 100% employer match about $121,973 at 4% or $81,315 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-7$11,687,433$68,305$9,758iApproximate average salary by contribution assumption: employee only about $243,946 at 4% or $162,631 at 6%; with 50% employer match about $162,631 at 4% or $108,421 at 6%; with 100% employer match about $121,973 at 4% or $81,315 at 6%.
202217$9,248,618$83,960$11,994iApproximate average salary by contribution assumption: employee only about $299,857 at 4% or $199,905 at 6%; with 50% employer match about $199,905 at 4% or $133,270 at 6%; with 100% employer match about $149,929 at 4% or $99,952 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-7$9,248,618$83,960$11,994iApproximate average salary by contribution assumption: employee only about $299,857 at 4% or $199,905 at 6%; with 50% employer match about $199,905 at 4% or $133,270 at 6%; with 100% employer match about $149,929 at 4% or $99,952 at 6%.
202118$12,683,274$70,729$8,841iApproximate average salary by contribution assumption: employee only about $221,028 at 4% or $147,352 at 6%; with 50% employer match about $147,352 at 4% or $98,235 at 6%; with 100% employer match about $110,514 at 4% or $73,676 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-8$12,683,274$70,729$8,841iApproximate average salary by contribution assumption: employee only about $221,028 at 4% or $147,352 at 6%; with 50% employer match about $147,352 at 4% or $98,235 at 6%; with 100% employer match about $110,514 at 4% or $73,676 at 6%.
202018$10,909,588$58,698$7,337iApproximate average salary by contribution assumption: employee only about $183,431 at 4% or $122,288 at 6%; with 50% employer match about $122,288 at 4% or $81,525 at 6%; with 100% employer match about $91,716 at 4% or $61,144 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-8$10,909,588$58,698$7,337iApproximate average salary by contribution assumption: employee only about $183,431 at 4% or $122,288 at 6%; with 50% employer match about $122,288 at 4% or $81,525 at 6%; with 100% employer match about $91,716 at 4% or $61,144 at 6%.
201917$8,331,991$56,455$8,065iApproximate average salary by contribution assumption: employee only about $201,625 at 4% or $134,417 at 6%; with 50% employer match about $134,417 at 4% or $89,611 at 6%; with 100% employer match about $100,813 at 4% or $67,208 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-7$8,331,991$56,455$8,065iApproximate average salary by contribution assumption: employee only about $201,625 at 4% or $134,417 at 6%; with 50% employer match about $134,417 at 4% or $89,611 at 6%; with 100% employer match about $100,813 at 4% or $67,208 at 6%.
2018112$6,226,368$56,788$4,732iApproximate average salary by contribution assumption: employee only about $118,308 at 4% or $78,872 at 6%; with 50% employer match about $78,872 at 4% or $52,581 at 6%; with 100% employer match about $59,154 at 4% or $39,436 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-12$6,226,368$56,788$4,732iApproximate average salary by contribution assumption: employee only about $118,308 at 4% or $78,872 at 6%; with 50% employer match about $78,872 at 4% or $52,581 at 6%; with 100% employer match about $59,154 at 4% or $39,436 at 6%.
2017110$6,415,593$118,068$11,807iApproximate average salary by contribution assumption: employee only about $295,170 at 4% or $196,780 at 6%; with 50% employer match about $196,780 at 4% or $131,187 at 6%; with 100% employer match about $147,585 at 4% or $98,390 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-10$6,415,593$118,068$11,807iApproximate average salary by contribution assumption: employee only about $295,170 at 4% or $196,780 at 6%; with 50% employer match about $196,780 at 4% or $131,187 at 6%; with 100% employer match about $147,585 at 4% or $98,390 at 6%.
2016110$5,108,263$116,711$11,671iApproximate average salary by contribution assumption: employee only about $291,778 at 4% or $194,518 at 6%; with 50% employer match about $194,518 at 4% or $129,679 at 6%; with 100% employer match about $145,889 at 4% or $97,259 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-10$5,108,263$116,711$11,671iApproximate average salary by contribution assumption: employee only about $291,778 at 4% or $194,518 at 6%; with 50% employer match about $194,518 at 4% or $129,679 at 6%; with 100% employer match about $145,889 at 4% or $97,259 at 6%.
2015111$5,134,009$116,543$10,595iApproximate average salary by contribution assumption: employee only about $264,870 at 4% or $176,580 at 6%; with 50% employer match about $176,580 at 4% or $117,720 at 6%; with 100% employer match about $132,435 at 4% or $88,290 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-11$5,134,009$116,543$10,595iApproximate average salary by contribution assumption: employee only about $264,870 at 4% or $176,580 at 6%; with 50% employer match about $176,580 at 4% or $117,720 at 6%; with 100% employer match about $132,435 at 4% or $88,290 at 6%.
2014111$5,026,625$114,595$10,418iApproximate average salary by contribution assumption: employee only about $260,443 at 4% or $173,629 at 6%; with 50% employer match about $173,629 at 4% or $115,753 at 6%; with 100% employer match about $130,222 at 4% or $86,814 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-11$5,026,625$114,595$10,418iApproximate average salary by contribution assumption: employee only about $260,443 at 4% or $173,629 at 6%; with 50% employer match about $173,629 at 4% or $115,753 at 6%; with 100% employer match about $130,222 at 4% or $86,814 at 6%.
201319$4,946,916$115,573$12,841iApproximate average salary by contribution assumption: employee only about $321,036 at 4% or $214,024 at 6%; with 50% employer match about $214,024 at 4% or $142,683 at 6%; with 100% employer match about $160,518 at 4% or $107,012 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-9$4,946,916$115,573$12,841iApproximate average salary by contribution assumption: employee only about $321,036 at 4% or $214,024 at 6%; with 50% employer match about $214,024 at 4% or $142,683 at 6%; with 100% employer match about $160,518 at 4% or $107,012 at 6%.
201217$4,024,726$112,965$16,138iApproximate average salary by contribution assumption: employee only about $403,446 at 4% or $268,964 at 6%; with 50% employer match about $268,964 at 4% or $179,310 at 6%; with 100% employer match about $201,723 at 4% or $134,482 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-7$4,024,726$112,965$16,138iApproximate average salary by contribution assumption: employee only about $403,446 at 4% or $268,964 at 6%; with 50% employer match about $268,964 at 4% or $179,310 at 6%; with 100% employer match about $201,723 at 4% or $134,482 at 6%.
2011110$3,793,602$115,773$11,577iApproximate average salary by contribution assumption: employee only about $289,433 at 4% or $192,955 at 6%; with 50% employer match about $192,955 at 4% or $128,637 at 6%; with 100% employer match about $144,716 at 4% or $96,478 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-10$3,793,602$115,773$11,577iApproximate average salary by contribution assumption: employee only about $289,433 at 4% or $192,955 at 6%; with 50% employer match about $192,955 at 4% or $128,637 at 6%; with 100% employer match about $144,716 at 4% or $96,478 at 6%.
2010111$3,628,693$116,905$10,628iApproximate average salary by contribution assumption: employee only about $265,693 at 4% or $177,129 at 6%; with 50% employer match about $177,129 at 4% or $118,086 at 6%; with 100% employer match about $132,847 at 4% or $88,564 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-11$3,628,693$116,905$10,628iApproximate average salary by contribution assumption: employee only about $265,693 at 4% or $177,129 at 6%; with 50% employer match about $177,129 at 4% or $118,086 at 6%; with 100% employer match about $132,847 at 4% or $88,564 at 6%.
2009111$3,138,413$107,725$9,793iApproximate average salary by contribution assumption: employee only about $244,830 at 4% or $163,220 at 6%; with 50% employer match about $163,220 at 4% or $108,813 at 6%; with 100% employer match about $122,415 at 4% or $81,610 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-11$3,138,413$107,725$9,793iApproximate average salary by contribution assumption: employee only about $244,830 at 4% or $163,220 at 6%; with 50% employer match about $163,220 at 4% or $108,813 at 6%; with 100% employer match about $122,415 at 4% or $81,610 at 6%.
200818$1,987,868$117,431$14,679iApproximate average salary by contribution assumption: employee only about $366,972 at 4% or $244,648 at 6%; with 50% employer match about $244,648 at 4% or $163,099 at 6%; with 100% employer match about $183,486 at 4% or $122,324 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-8$1,987,868$117,431$14,679iApproximate average salary by contribution assumption: employee only about $366,972 at 4% or $244,648 at 6%; with 50% employer match about $244,648 at 4% or $163,099 at 6%; with 100% employer match about $183,486 at 4% or $122,324 at 6%.
200719$3,930,060$130,621$14,513iApproximate average salary by contribution assumption: employee only about $362,836 at 4% or $241,891 at 6%; with 50% employer match about $241,891 at 4% or $161,260 at 6%; with 100% employer match about $181,418 at 4% or $120,945 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-9$3,930,060$130,621$14,513iApproximate average salary by contribution assumption: employee only about $362,836 at 4% or $241,891 at 6%; with 50% employer match about $241,891 at 4% or $161,260 at 6%; with 100% employer match about $181,418 at 4% or $120,945 at 6%.
200619$2,948,539$135,775$15,086iApproximate average salary by contribution assumption: employee only about $377,153 at 4% or $251,435 at 6%; with 50% employer match about $251,435 at 4% or $167,623 at 6%; with 100% employer match about $188,576 at 4% or $125,718 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-9$2,948,539$135,775$15,086iApproximate average salary by contribution assumption: employee only about $377,153 at 4% or $251,435 at 6%; with 50% employer match about $251,435 at 4% or $167,623 at 6%; with 100% employer match about $188,576 at 4% or $125,718 at 6%.
200518$2,282,689$122,494$15,312iApproximate average salary by contribution assumption: employee only about $382,794 at 4% or $255,196 at 6%; with 50% employer match about $255,196 at 4% or $170,131 at 6%; with 100% employer match about $191,397 at 4% or $127,598 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-8$2,282,689$122,494$15,312iApproximate average salary by contribution assumption: employee only about $382,794 at 4% or $255,196 at 6%; with 50% employer match about $255,196 at 4% or $170,131 at 6%; with 100% employer match about $191,397 at 4% or $127,598 at 6%.
200419$2,281,051$124,466$13,830iApproximate average salary by contribution assumption: employee only about $345,739 at 4% or $230,493 at 6%; with 50% employer match about $230,493 at 4% or $153,662 at 6%; with 100% employer match about $172,869 at 4% or $115,246 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-9$2,281,051$124,466$13,830iApproximate average salary by contribution assumption: employee only about $345,739 at 4% or $230,493 at 6%; with 50% employer match about $230,493 at 4% or $153,662 at 6%; with 100% employer match about $172,869 at 4% or $115,246 at 6%.
200319$1,901,134$119,226$13,247iApproximate average salary by contribution assumption: employee only about $331,183 at 4% or $220,789 at 6%; with 50% employer match about $220,789 at 4% or $147,193 at 6%; with 100% employer match about $165,592 at 4% or $110,394 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-9$1,901,134$119,226$13,247iApproximate average salary by contribution assumption: employee only about $331,183 at 4% or $220,789 at 6%; with 50% employer match about $220,789 at 4% or $147,193 at 6%; with 100% employer match about $165,592 at 4% or $110,394 at 6%.
200218$1,311,351$108,333$13,542iApproximate average salary by contribution assumption: employee only about $338,541 at 4% or $225,694 at 6%; with 50% employer match about $225,694 at 4% or $150,463 at 6%; with 100% employer match about $169,270 at 4% or $112,847 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-8$1,311,351$108,333$13,542iApproximate average salary by contribution assumption: employee only about $338,541 at 4% or $225,694 at 6%; with 50% employer match about $225,694 at 4% or $150,463 at 6%; with 100% employer match about $169,270 at 4% or $112,847 at 6%.
200117$2,299,080$88,736$12,677iApproximate average salary by contribution assumption: employee only about $316,914 at 4% or $211,276 at 6%; with 50% employer match about $211,276 at 4% or $140,851 at 6%; with 100% employer match about $158,457 at 4% or $105,638 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-7$2,299,080$88,736$12,677iApproximate average salary by contribution assumption: employee only about $316,914 at 4% or $211,276 at 6%; with 50% employer match about $211,276 at 4% or $140,851 at 6%; with 100% employer match about $158,457 at 4% or $105,638 at 6%.
200017$2,680,299$74,550$10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-7$2,680,299$74,550$10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%.
199918$3,759,399$73,990$9,249iApproximate average salary by contribution assumption: employee only about $231,219 at 4% or $154,146 at 6%; with 50% employer match about $154,146 at 4% or $102,764 at 6%; with 100% employer match about $115,609 at 4% or $77,073 at 6%.
William W. Roberts, III, D.M.D. PC. Target Benefit Pension Plan-8$3,759,399$73,990$9,249iApproximate average salary by contribution assumption: employee only about $231,219 at 4% or $154,146 at 6%; with 50% employer match about $154,146 at 4% or $102,764 at 6%; with 100% employer match about $115,609 at 4% or $77,073 at 6%.