Jeffrey W. Robertson, O.D., L.L.C.
Plan context: Jeffrey W. Robertson, O.D., L.L.C. 401(K) Plan
EIN 54-1090744 • Suffolk, VA • 5 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$202,199
2016 Contributions
$27,132
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $202,199 | $27,132 | $27,132iApproximate average salary by contribution assumption: employee only about $678,300 at 4% or $452,200 at 6%; with 50% employer match about $452,200 at 4% or $301,467 at 6%; with 100% employer match about $339,150 at 4% or $226,100 at 6%. |
| Jeffrey W. Robertson, O.D., L.L.C. 401(K) Plan | - | 1 | $202,199 | $27,132 | $27,132iApproximate average salary by contribution assumption: employee only about $678,300 at 4% or $452,200 at 6%; with 50% employer match about $452,200 at 4% or $301,467 at 6%; with 100% employer match about $339,150 at 4% or $226,100 at 6%. |
| 2015 | 1 | 2 | $273,509 | $65,646 | $32,823iApproximate average salary by contribution assumption: employee only about $820,575 at 4% or $547,050 at 6%; with 50% employer match about $547,050 at 4% or $364,700 at 6%; with 100% employer match about $410,288 at 4% or $273,525 at 6%. |
| Jeffrey W. Robertson, O.D., L.L.C. 401(K) Plan | - | 2 | $273,509 | $65,646 | $32,823iApproximate average salary by contribution assumption: employee only about $820,575 at 4% or $547,050 at 6%; with 50% employer match about $547,050 at 4% or $364,700 at 6%; with 100% employer match about $410,288 at 4% or $273,525 at 6%. |
| 2014 | 1 | 2 | $207,246 | $57,440 | $28,720iApproximate average salary by contribution assumption: employee only about $718,000 at 4% or $478,667 at 6%; with 50% employer match about $478,667 at 4% or $319,111 at 6%; with 100% employer match about $359,000 at 4% or $239,333 at 6%. |
| Jeffrey W. Robertson, O.D., L.L.C. 401(K) Plan | - | 2 | $207,246 | $57,440 | $28,720iApproximate average salary by contribution assumption: employee only about $718,000 at 4% or $478,667 at 6%; with 50% employer match about $478,667 at 4% or $319,111 at 6%; with 100% employer match about $359,000 at 4% or $239,333 at 6%. |
| 2013 | 1 | 2 | $133,000 | $57,240 | $28,620iApproximate average salary by contribution assumption: employee only about $715,500 at 4% or $477,000 at 6%; with 50% employer match about $477,000 at 4% or $318,000 at 6%; with 100% employer match about $357,750 at 4% or $238,500 at 6%. |
| Jeffrey W. Robertson, O.D., L.L.C. 401(K) Plan | - | 2 | $133,000 | $57,240 | $28,620iApproximate average salary by contribution assumption: employee only about $715,500 at 4% or $477,000 at 6%; with 50% employer match about $477,000 at 4% or $318,000 at 6%; with 100% employer match about $357,750 at 4% or $238,500 at 6%. |
| 2012 | 1 | 2 | $58,802 | $56,040 | $28,020iApproximate average salary by contribution assumption: employee only about $700,500 at 4% or $467,000 at 6%; with 50% employer match about $467,000 at 4% or $311,333 at 6%; with 100% employer match about $350,250 at 4% or $233,500 at 6%. |
| Jeffrey W. Robertson, O.D., L.L.C. 401(K) Plan | - | 2 | $58,802 | $56,040 | $28,020iApproximate average salary by contribution assumption: employee only about $700,500 at 4% or $467,000 at 6%; with 50% employer match about $467,000 at 4% or $311,333 at 6%; with 100% employer match about $350,250 at 4% or $233,500 at 6%. |