Civic Intelligence

Daniel D. Roberts, D.D.S., a Profes

Plan context: Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan

EIN 33-0783806 • Encinitas, CA • 39 filings • 6 plans

1643 Bella Laguna Ct.Encinitas, CA 92024-1292
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,876,964

2022 Contributions

$34,264

Historical Graphs

Total Assets Over Time

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

$4,952,375$2,476,188$0199920112022YearValue
$1,876,964Latest year 2022

Participants Over Time

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

950199920112022YearValue
2Latest year 2022

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
202212$1,876,964$34,264$17,132iApproximate average salary by contribution assumption: employee only about $428,300 at 4% or $285,533 at 6%; with 50% employer match about $285,533 at 4% or $190,356 at 6%; with 100% employer match about $214,150 at 4% or $142,767 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-2$1,876,964$34,264$17,132iApproximate average salary by contribution assumption: employee only about $428,300 at 4% or $285,533 at 6%; with 50% employer match about $285,533 at 4% or $190,356 at 6%; with 100% employer match about $214,150 at 4% or $142,767 at 6%.
202118$2,350,373$52,280$6,535iApproximate average salary by contribution assumption: employee only about $163,375 at 4% or $108,917 at 6%; with 50% employer match about $108,917 at 4% or $72,611 at 6%; with 100% employer match about $81,688 at 4% or $54,458 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-8$2,350,373$52,280$6,535iApproximate average salary by contribution assumption: employee only about $163,375 at 4% or $108,917 at 6%; with 50% employer match about $108,917 at 4% or $72,611 at 6%; with 100% employer match about $81,688 at 4% or $54,458 at 6%.
202019$2,053,301$54,725$6,081iApproximate average salary by contribution assumption: employee only about $152,014 at 4% or $101,343 at 6%; with 50% employer match about $101,343 at 4% or $67,562 at 6%; with 100% employer match about $76,007 at 4% or $50,671 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-9$2,053,301$54,725$6,081iApproximate average salary by contribution assumption: employee only about $152,014 at 4% or $101,343 at 6%; with 50% employer match about $101,343 at 4% or $67,562 at 6%; with 100% employer match about $76,007 at 4% or $50,671 at 6%.
201927$2,245,099$344,836$49,262iApproximate average salary by contribution assumption: employee only about $1,231,557 at 4% or $821,038 at 6%; with 50% employer match about $821,038 at 4% or $547,359 at 6%; with 100% employer match about $615,779 at 4% or $410,519 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-7$2,245,099$344,836$49,262iApproximate average salary by contribution assumption: employee only about $1,231,557 at 4% or $821,038 at 6%; with 50% employer match about $821,038 at 4% or $547,359 at 6%; with 100% employer match about $615,779 at 4% or $410,519 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-0$0$0-
201828$4,952,375$373,318$46,665iApproximate average salary by contribution assumption: employee only about $1,166,619 at 4% or $777,746 at 6%; with 50% employer match about $777,746 at 4% or $518,497 at 6%; with 100% employer match about $583,309 at 4% or $388,873 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-6$3,638,217$281,484$46,914iApproximate average salary by contribution assumption: employee only about $1,172,850 at 4% or $781,900 at 6%; with 50% employer match about $781,900 at 4% or $521,267 at 6%; with 100% employer match about $586,425 at 4% or $390,950 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-8$1,314,158$91,834$11,479iApproximate average salary by contribution assumption: employee only about $286,981 at 4% or $191,321 at 6%; with 50% employer match about $191,321 at 4% or $127,547 at 6%; with 100% employer match about $143,491 at 4% or $95,660 at 6%.
201728$4,944,048$470,822$58,853iApproximate average salary by contribution assumption: employee only about $1,471,319 at 4% or $980,879 at 6%; with 50% employer match about $980,879 at 4% or $653,919 at 6%; with 100% employer match about $735,659 at 4% or $490,440 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-6$3,606,782$385,000$64,167iApproximate average salary by contribution assumption: employee only about $1,604,167 at 4% or $1,069,444 at 6%; with 50% employer match about $1,069,444 at 4% or $712,963 at 6%; with 100% employer match about $802,083 at 4% or $534,722 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-8$1,337,266$85,822$10,728iApproximate average salary by contribution assumption: employee only about $268,194 at 4% or $178,796 at 6%; with 50% employer match about $178,796 at 4% or $119,197 at 6%; with 100% employer match about $134,097 at 4% or $89,398 at 6%.
201627$4,136,859$449,563$64,223iApproximate average salary by contribution assumption: employee only about $1,605,582 at 4% or $1,070,388 at 6%; with 50% employer match about $1,070,388 at 4% or $713,592 at 6%; with 100% employer match about $802,791 at 4% or $535,194 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-7$2,938,712$368,057$52,580iApproximate average salary by contribution assumption: employee only about $1,314,489 at 4% or $876,326 at 6%; with 50% employer match about $876,326 at 4% or $584,217 at 6%; with 100% employer match about $657,245 at 4% or $438,163 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-7$1,198,147$81,506$11,644iApproximate average salary by contribution assumption: employee only about $291,093 at 4% or $194,062 at 6%; with 50% employer match about $194,062 at 4% or $129,375 at 6%; with 100% employer match about $145,546 at 4% or $97,031 at 6%.
201527$3,366,668$410,911$58,702iApproximate average salary by contribution assumption: employee only about $1,467,539 at 4% or $978,360 at 6%; with 50% employer match about $978,360 at 4% or $652,240 at 6%; with 100% employer match about $733,770 at 4% or $489,180 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-6$2,317,907$328,900$54,817iApproximate average salary by contribution assumption: employee only about $1,370,417 at 4% or $913,611 at 6%; with 50% employer match about $913,611 at 4% or $609,074 at 6%; with 100% employer match about $685,208 at 4% or $456,806 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-7$1,048,761$82,011$11,716iApproximate average salary by contribution assumption: employee only about $292,896 at 4% or $195,264 at 6%; with 50% employer match about $195,264 at 4% or $130,176 at 6%; with 100% employer match about $146,448 at 4% or $97,632 at 6%.
201427$3,343,422$336,886$48,127iApproximate average salary by contribution assumption: employee only about $1,203,164 at 4% or $802,110 at 6%; with 50% employer match about $802,110 at 4% or $534,740 at 6%; with 100% employer match about $601,582 at 4% or $401,055 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-7$2,253,053$258,600$36,943iApproximate average salary by contribution assumption: employee only about $923,571 at 4% or $615,714 at 6%; with 50% employer match about $615,714 at 4% or $410,476 at 6%; with 100% employer match about $461,786 at 4% or $307,857 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-7$1,090,369$78,286$11,184iApproximate average salary by contribution assumption: employee only about $279,593 at 4% or $186,395 at 6%; with 50% employer match about $186,395 at 4% or $124,263 at 6%; with 100% employer match about $139,796 at 4% or $93,198 at 6%.
201327$3,095,599$300,985$42,998iApproximate average salary by contribution assumption: employee only about $1,074,946 at 4% or $716,631 at 6%; with 50% employer match about $716,631 at 4% or $477,754 at 6%; with 100% employer match about $537,473 at 4% or $358,315 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-7$2,052,469$226,900$32,414iApproximate average salary by contribution assumption: employee only about $810,357 at 4% or $540,238 at 6%; with 50% employer match about $540,238 at 4% or $360,159 at 6%; with 100% employer match about $405,179 at 4% or $270,119 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-7$1,043,130$74,085$10,584iApproximate average salary by contribution assumption: employee only about $264,589 at 4% or $176,393 at 6%; with 50% employer match about $176,393 at 4% or $117,595 at 6%; with 100% employer match about $132,295 at 4% or $88,196 at 6%.
201227$2,265,493$337,331$48,190iApproximate average salary by contribution assumption: employee only about $1,204,754 at 4% or $803,169 at 6%; with 50% employer match about $803,169 at 4% or $535,446 at 6%; with 100% employer match about $602,377 at 4% or $401,585 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-7$1,474,163$270,800$38,686iApproximate average salary by contribution assumption: employee only about $967,143 at 4% or $644,762 at 6%; with 50% employer match about $644,762 at 4% or $429,841 at 6%; with 100% employer match about $483,571 at 4% or $322,381 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-7$791,330$66,531$9,504iApproximate average salary by contribution assumption: employee only about $237,611 at 4% or $158,407 at 6%; with 50% employer match about $158,407 at 4% or $105,605 at 6%; with 100% employer match about $118,805 at 4% or $79,204 at 6%.
201126$1,750,139$300,446$50,074iApproximate average salary by contribution assumption: employee only about $1,251,858 at 4% or $834,572 at 6%; with 50% employer match about $834,572 at 4% or $556,381 at 6%; with 100% employer match about $625,929 at 4% or $417,286 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-6$1,083,314$236,678$39,446iApproximate average salary by contribution assumption: employee only about $986,158 at 4% or $657,439 at 6%; with 50% employer match about $657,439 at 4% or $438,293 at 6%; with 100% employer match about $493,079 at 4% or $328,719 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-6$666,825$63,768$10,628iApproximate average salary by contribution assumption: employee only about $265,700 at 4% or $177,133 at 6%; with 50% employer match about $177,133 at 4% or $118,089 at 6%; with 100% employer match about $132,850 at 4% or $88,567 at 6%.
201026$1,536,295$418,804$69,801iApproximate average salary by contribution assumption: employee only about $1,745,017 at 4% or $1,163,344 at 6%; with 50% employer match about $1,163,344 at 4% or $775,563 at 6%; with 100% employer match about $872,508 at 4% or $581,672 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-6$899,561$324,900$54,150iApproximate average salary by contribution assumption: employee only about $1,353,750 at 4% or $902,500 at 6%; with 50% employer match about $902,500 at 4% or $601,667 at 6%; with 100% employer match about $676,875 at 4% or $451,250 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-6$636,734$93,904$15,651iApproximate average salary by contribution assumption: employee only about $391,267 at 4% or $260,844 at 6%; with 50% employer match about $260,844 at 4% or $173,896 at 6%; with 100% employer match about $195,633 at 4% or $130,422 at 6%.
200927$1,011,683$245,042$35,006iApproximate average salary by contribution assumption: employee only about $875,150 at 4% or $583,433 at 6%; with 50% employer match about $583,433 at 4% or $388,956 at 6%; with 100% employer match about $437,575 at 4% or $291,717 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-7$512,277$185,981$26,569iApproximate average salary by contribution assumption: employee only about $664,218 at 4% or $442,812 at 6%; with 50% employer match about $442,812 at 4% or $295,208 at 6%; with 100% employer match about $332,109 at 4% or $221,406 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-7$499,406$59,061$8,437iApproximate average salary by contribution assumption: employee only about $210,932 at 4% or $140,621 at 6%; with 50% employer match about $140,621 at 4% or $93,748 at 6%; with 100% employer match about $105,466 at 4% or $70,311 at 6%.
200825$662,966$208,683$41,737iApproximate average salary by contribution assumption: employee only about $1,043,415 at 4% or $695,610 at 6%; with 50% employer match about $695,610 at 4% or $463,740 at 6%; with 100% employer match about $521,708 at 4% or $347,805 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-5$384,884$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-4$278,082$172,683$43,171iApproximate average salary by contribution assumption: employee only about $1,079,269 at 4% or $719,513 at 6%; with 50% employer match about $719,513 at 4% or $479,675 at 6%; with 100% employer match about $539,634 at 4% or $359,756 at 6%.
200725$682,275$53,871$10,774iApproximate average salary by contribution assumption: employee only about $269,355 at 4% or $179,570 at 6%; with 50% employer match about $179,570 at 4% or $119,713 at 6%; with 100% employer match about $134,678 at 4% or $89,785 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-5$499,701$53,871$10,774iApproximate average salary by contribution assumption: employee only about $269,355 at 4% or $179,570 at 6%; with 50% employer match about $179,570 at 4% or $119,713 at 6%; with 100% employer match about $134,678 at 4% or $89,785 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-3$182,574--
200625$605,404$269,532$53,906iApproximate average salary by contribution assumption: employee only about $1,347,660 at 4% or $898,440 at 6%; with 50% employer match about $898,440 at 4% or $598,960 at 6%; with 100% employer match about $673,830 at 4% or $449,220 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-5$432,072$96,200$19,240iApproximate average salary by contribution assumption: employee only about $481,000 at 4% or $320,667 at 6%; with 50% employer match about $320,667 at 4% or $213,778 at 6%; with 100% employer match about $240,500 at 4% or $160,333 at 6%.
Daniel D. Roberts, D.D.S., Apc Defined Benefit Pension Plan-5$173,332$173,332$34,666iApproximate average salary by contribution assumption: employee only about $866,660 at 4% or $577,773 at 6%; with 50% employer match about $577,773 at 4% or $385,182 at 6%; with 100% employer match about $433,330 at 4% or $288,887 at 6%.
200515$325,188$75,187$15,037iApproximate average salary by contribution assumption: employee only about $375,935 at 4% or $250,623 at 6%; with 50% employer match about $250,623 at 4% or $167,082 at 6%; with 100% employer match about $187,968 at 4% or $125,312 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-5$325,188$75,187$15,037iApproximate average salary by contribution assumption: employee only about $375,935 at 4% or $250,623 at 6%; with 50% employer match about $250,623 at 4% or $167,082 at 6%; with 100% employer match about $187,968 at 4% or $125,312 at 6%.
200415$236,429$46,214$9,243iApproximate average salary by contribution assumption: employee only about $231,070 at 4% or $154,047 at 6%; with 50% employer match about $154,047 at 4% or $102,698 at 6%; with 100% employer match about $115,535 at 4% or $77,023 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-5$236,429$46,214$9,243iApproximate average salary by contribution assumption: employee only about $231,070 at 4% or $154,047 at 6%; with 50% employer match about $154,047 at 4% or $102,698 at 6%; with 100% employer match about $115,535 at 4% or $77,023 at 6%.
200314$182,433$43,160$10,790iApproximate average salary by contribution assumption: employee only about $269,750 at 4% or $179,833 at 6%; with 50% employer match about $179,833 at 4% or $119,889 at 6%; with 100% employer match about $134,875 at 4% or $89,917 at 6%.
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-4$182,433$43,160$10,790iApproximate average salary by contribution assumption: employee only about $269,750 at 4% or $179,833 at 6%; with 50% employer match about $179,833 at 4% or $119,889 at 6%; with 100% employer match about $134,875 at 4% or $89,917 at 6%.
200223$106,319$0-
Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(K) Profit Sharing Plan-3$106,319--
Daniel D. Roberts, D.D.S., a Professional Corporation Money Purchase Pension Plan-0---
200113$0$0-
Daniel D. Roberts, D.D.S., a Professional Corporation Money Purchase Pension Plan-3---
200013$105,423$38,098$12,699iApproximate average salary by contribution assumption: employee only about $317,483 at 4% or $211,656 at 6%; with 50% employer match about $211,656 at 4% or $141,104 at 6%; with 100% employer match about $158,742 at 4% or $105,828 at 6%.
Daniel D. Roberts, D.D.S., a Professional Corporation Money Purchase Pension Plan-3$105,423$38,098$12,699iApproximate average salary by contribution assumption: employee only about $317,483 at 4% or $211,656 at 6%; with 50% employer match about $211,656 at 4% or $141,104 at 6%; with 100% employer match about $158,742 at 4% or $105,828 at 6%.
199913$82,697$27,175$9,058iApproximate average salary by contribution assumption: employee only about $226,458 at 4% or $150,972 at 6%; with 50% employer match about $150,972 at 4% or $100,648 at 6%; with 100% employer match about $113,229 at 4% or $75,486 at 6%.
Daniel D. Roberts, D.D.S., a Professional Corporation Money Purchase Pension Plan-3$82,697$27,175$9,058iApproximate average salary by contribution assumption: employee only about $226,458 at 4% or $150,972 at 6%; with 50% employer match about $150,972 at 4% or $100,648 at 6%; with 100% employer match about $113,229 at 4% or $75,486 at 6%.