Anderson-Robertson, DMD PC
Plan context: Anderson-Robertson, DMD PC 401K Plan
EIN 46-4333849 • Montgomery, AL • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$1,529,236
2025 Contributions
$92,282
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $1,529,236 | $92,282 | $5,768iApproximate average salary by contribution assumption: employee only about $144,191 at 4% or $96,127 at 6%; with 50% employer match about $96,127 at 4% or $64,085 at 6%; with 100% employer match about $72,095 at 4% or $48,064 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 16 | $1,529,236 | $92,282 | $5,768iApproximate average salary by contribution assumption: employee only about $144,191 at 4% or $96,127 at 6%; with 50% employer match about $96,127 at 4% or $64,085 at 6%; with 100% employer match about $72,095 at 4% or $48,064 at 6%. |
| 2024 | 1 | 15 | $1,233,111 | $92,706 | $6,180iApproximate average salary by contribution assumption: employee only about $154,510 at 4% or $103,007 at 6%; with 50% employer match about $103,007 at 4% or $68,671 at 6%; with 100% employer match about $77,255 at 4% or $51,503 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 15 | $1,233,111 | $92,706 | $6,180iApproximate average salary by contribution assumption: employee only about $154,510 at 4% or $103,007 at 6%; with 50% employer match about $103,007 at 4% or $68,671 at 6%; with 100% employer match about $77,255 at 4% or $51,503 at 6%. |
| 2023 | 1 | 16 | $1,046,564 | $124,579 | $7,786iApproximate average salary by contribution assumption: employee only about $194,655 at 4% or $129,770 at 6%; with 50% employer match about $129,770 at 4% or $86,513 at 6%; with 100% employer match about $97,327 at 4% or $64,885 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 16 | $1,046,564 | $124,579 | $7,786iApproximate average salary by contribution assumption: employee only about $194,655 at 4% or $129,770 at 6%; with 50% employer match about $129,770 at 4% or $86,513 at 6%; with 100% employer match about $97,327 at 4% or $64,885 at 6%. |
| 2022 | 1 | 19 | $1,153,614 | $133,617 | $7,032iApproximate average salary by contribution assumption: employee only about $175,812 at 4% or $117,208 at 6%; with 50% employer match about $117,208 at 4% or $78,139 at 6%; with 100% employer match about $87,906 at 4% or $58,604 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 19 | $1,153,614 | $133,617 | $7,032iApproximate average salary by contribution assumption: employee only about $175,812 at 4% or $117,208 at 6%; with 50% employer match about $117,208 at 4% or $78,139 at 6%; with 100% employer match about $87,906 at 4% or $58,604 at 6%. |
| 2021 | 1 | 16 | $1,210,939 | $128,085 | $8,005iApproximate average salary by contribution assumption: employee only about $200,133 at 4% or $133,422 at 6%; with 50% employer match about $133,422 at 4% or $88,948 at 6%; with 100% employer match about $100,066 at 4% or $66,711 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 16 | $1,210,939 | $128,085 | $8,005iApproximate average salary by contribution assumption: employee only about $200,133 at 4% or $133,422 at 6%; with 50% employer match about $133,422 at 4% or $88,948 at 6%; with 100% employer match about $100,066 at 4% or $66,711 at 6%. |
| 2020 | 1 | 16 | $949,526 | $121,389 | $7,587iApproximate average salary by contribution assumption: employee only about $189,670 at 4% or $126,447 at 6%; with 50% employer match about $126,447 at 4% or $84,298 at 6%; with 100% employer match about $94,835 at 4% or $63,223 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 16 | $949,526 | $121,389 | $7,587iApproximate average salary by contribution assumption: employee only about $189,670 at 4% or $126,447 at 6%; with 50% employer match about $126,447 at 4% or $84,298 at 6%; with 100% employer match about $94,835 at 4% or $63,223 at 6%. |
| 2019 | 1 | 18 | $721,557 | $132,668 | $7,370iApproximate average salary by contribution assumption: employee only about $184,261 at 4% or $122,841 at 6%; with 50% employer match about $122,841 at 4% or $81,894 at 6%; with 100% employer match about $92,131 at 4% or $61,420 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 18 | $721,557 | $132,668 | $7,370iApproximate average salary by contribution assumption: employee only about $184,261 at 4% or $122,841 at 6%; with 50% employer match about $122,841 at 4% or $81,894 at 6%; with 100% employer match about $92,131 at 4% or $61,420 at 6%. |
| 2018 | 1 | 21 | $490,036 | $130,380 | $6,209iApproximate average salary by contribution assumption: employee only about $155,214 at 4% or $103,476 at 6%; with 50% employer match about $103,476 at 4% or $68,984 at 6%; with 100% employer match about $77,607 at 4% or $51,738 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 21 | $490,036 | $130,380 | $6,209iApproximate average salary by contribution assumption: employee only about $155,214 at 4% or $103,476 at 6%; with 50% employer match about $103,476 at 4% or $68,984 at 6%; with 100% employer match about $77,607 at 4% or $51,738 at 6%. |
| 2017 | 1 | 17 | $387,712 | $118,527 | $6,972iApproximate average salary by contribution assumption: employee only about $174,304 at 4% or $116,203 at 6%; with 50% employer match about $116,203 at 4% or $77,469 at 6%; with 100% employer match about $87,152 at 4% or $58,101 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 17 | $387,712 | $118,527 | $6,972iApproximate average salary by contribution assumption: employee only about $174,304 at 4% or $116,203 at 6%; with 50% employer match about $116,203 at 4% or $77,469 at 6%; with 100% employer match about $87,152 at 4% or $58,101 at 6%. |
| 2016 | 1 | 16 | $239,366 | $111,471 | $6,967iApproximate average salary by contribution assumption: employee only about $174,173 at 4% or $116,116 at 6%; with 50% employer match about $116,116 at 4% or $77,410 at 6%; with 100% employer match about $87,087 at 4% or $58,058 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 16 | $239,366 | $111,471 | $6,967iApproximate average salary by contribution assumption: employee only about $174,173 at 4% or $116,116 at 6%; with 50% employer match about $116,116 at 4% or $77,410 at 6%; with 100% employer match about $87,087 at 4% or $58,058 at 6%. |
| 2015 | 1 | 14 | $113,178 | $114,557 | $8,183iApproximate average salary by contribution assumption: employee only about $204,566 at 4% or $136,377 at 6%; with 50% employer match about $136,377 at 4% or $90,918 at 6%; with 100% employer match about $102,283 at 4% or $68,189 at 6%. |
| Anderson-Robertson, DMD PC 401K Plan | - | 14 | $113,178 | $114,557 | $8,183iApproximate average salary by contribution assumption: employee only about $204,566 at 4% or $136,377 at 6%; with 50% employer match about $136,377 at 4% or $90,918 at 6%; with 100% employer match about $102,283 at 4% or $68,189 at 6%. |