Robert L. Sherman, Dds, Pa
Plan context: STUART MILLER DDS, PC CASH BALANCE PLAN
EIN 56-2003594 • Jacksonville, NC • 42 filings • 10 plans
Current Snapshot
Latest Year
2023
2023 Participants
11
2023 Assets
$254,400
2023 Contributions
$79,287
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| STUART MILLER DDS, PC CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2022 | 1 | 11 | $254,400 | $0 | - |
| STUART MILLER DDS, PC CASH BALANCE PLAN | - | 11 | $254,400 | $0 | - |
| 2021 | 2 | 11 | $305,767 | $79,287 | $7,208iApproximate average salary by contribution assumption: employee only about $180,198 at 4% or $120,132 at 6%; with 50% employer match about $120,132 at 4% or $80,088 at 6%; with 100% employer match about $90,099 at 4% or $60,066 at 6%. |
| STUART MILLER DDS, PC CASH BALANCE PLAN | - | 11 | $305,767 | $0 | - |
| STUART MILLER DDS, PC 401(K) PLAN | - | 0 | $0 | $79,287 | - |
| 2020 | 2 | 12 | $2,430,397 | $359,789 | $29,982iApproximate average salary by contribution assumption: employee only about $749,560 at 4% or $499,707 at 6%; with 50% employer match about $499,707 at 4% or $333,138 at 6%; with 100% employer match about $374,780 at 4% or $249,853 at 6%. |
| STUART MILLER DDS, PC 401(K) PLAN | - | 12 | $1,238,289 | $109,789 | $9,149iApproximate average salary by contribution assumption: employee only about $228,727 at 4% or $152,485 at 6%; with 50% employer match about $152,485 at 4% or $101,656 at 6%; with 100% employer match about $114,364 at 4% or $76,242 at 6%. |
| STUART MILLER DDS, PC CASH BALANCE PLAN | - | 11 | $1,192,108 | $250,000 | $22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%. |
| 2019 | 2 | 12 | $1,811,153 | $353,141 | $29,428iApproximate average salary by contribution assumption: employee only about $735,710 at 4% or $490,474 at 6%; with 50% employer match about $490,474 at 4% or $326,982 at 6%; with 100% employer match about $367,855 at 4% or $245,237 at 6%. |
| STUART MILLER DDS, PC 401(K) PLAN | - | 12 | $961,260 | $103,141 | $8,595iApproximate average salary by contribution assumption: employee only about $214,877 at 4% or $143,251 at 6%; with 50% employer match about $143,251 at 4% or $95,501 at 6%; with 100% employer match about $107,439 at 4% or $71,626 at 6%. |
| STUART MILLER DDS, PC CASH BALANCE PLAN | - | 10 | $849,893 | $250,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2018 | 2 | 8 | $1,250,518 | $313,037 | $39,130iApproximate average salary by contribution assumption: employee only about $978,241 at 4% or $652,160 at 6%; with 50% employer match about $652,160 at 4% or $434,774 at 6%; with 100% employer match about $489,120 at 4% or $326,080 at 6%. |
| SHERMAN & MILLER, P. A. 401(K) PLAN | - | 8 | $713,099 | $113,037 | $14,130iApproximate average salary by contribution assumption: employee only about $353,241 at 4% or $235,494 at 6%; with 50% employer match about $235,494 at 4% or $156,996 at 6%; with 100% employer match about $176,620 at 4% or $117,747 at 6%. |
| SHERMAN & MILLER, PA CASH BALANCE PLAN | - | 7 | $537,419 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| 2017 | 2 | 8 | $990,140 | $278,422 | $34,803iApproximate average salary by contribution assumption: employee only about $870,069 at 4% or $580,046 at 6%; with 50% employer match about $580,046 at 4% or $386,697 at 6%; with 100% employer match about $435,034 at 4% or $290,023 at 6%. |
| SHERMAN & MILLER, P. A. 401(K) PLAN | - | 8 | $638,600 | $103,422 | $12,928iApproximate average salary by contribution assumption: employee only about $323,194 at 4% or $215,463 at 6%; with 50% employer match about $215,463 at 4% or $143,642 at 6%; with 100% employer match about $161,597 at 4% or $107,731 at 6%. |
| SHERMAN & MILLER, PA CASH BALANCE PLAN | - | 7 | $351,540 | $175,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2016 | 2 | 10 | $1,103,622 | $312,412 | $31,241iApproximate average salary by contribution assumption: employee only about $781,030 at 4% or $520,687 at 6%; with 50% employer match about $520,687 at 4% or $347,124 at 6%; with 100% employer match about $390,515 at 4% or $260,343 at 6%. |
| SHERMAN & MILLER, P.A. 401(K) PLAN | - | 10 | $933,622 | $142,412 | $14,241iApproximate average salary by contribution assumption: employee only about $356,030 at 4% or $237,353 at 6%; with 50% employer match about $237,353 at 4% or $158,236 at 6%; with 100% employer match about $178,015 at 4% or $118,677 at 6%. |
| SHERMAN & MILLER, PA CASH BALANCE PLAN | - | 9 | $170,000 | $170,000 | $18,889iApproximate average salary by contribution assumption: employee only about $472,222 at 4% or $314,815 at 6%; with 50% employer match about $314,815 at 4% or $209,877 at 6%; with 100% employer match about $236,111 at 4% or $157,407 at 6%. |
| 2015 | 1 | 9 | $737,717 | $241,698 | $26,855iApproximate average salary by contribution assumption: employee only about $671,383 at 4% or $447,589 at 6%; with 50% employer match about $447,589 at 4% or $298,393 at 6%; with 100% employer match about $335,692 at 4% or $223,794 at 6%. |
| SHERMAN & MILLER, P.A. 401(K) PLAN | - | 9 | $737,717 | $241,698 | $26,855iApproximate average salary by contribution assumption: employee only about $671,383 at 4% or $447,589 at 6%; with 50% employer match about $447,589 at 4% or $298,393 at 6%; with 100% employer match about $335,692 at 4% or $223,794 at 6%. |
| 2014 | 1 | 8 | $493,096 | $120,405 | $15,051iApproximate average salary by contribution assumption: employee only about $376,266 at 4% or $250,844 at 6%; with 50% employer match about $250,844 at 4% or $167,229 at 6%; with 100% employer match about $188,133 at 4% or $125,422 at 6%. |
| SHERMAN & MILLER, P.A. 401(K) PLAN | - | 8 | $493,096 | $120,405 | $15,051iApproximate average salary by contribution assumption: employee only about $376,266 at 4% or $250,844 at 6%; with 50% employer match about $250,844 at 4% or $167,229 at 6%; with 100% employer match about $188,133 at 4% or $125,422 at 6%. |
| 2013 | 1 | 8 | $361,459 | $174,739 | $21,842iApproximate average salary by contribution assumption: employee only about $546,059 at 4% or $364,040 at 6%; with 50% employer match about $364,040 at 4% or $242,693 at 6%; with 100% employer match about $273,030 at 4% or $182,020 at 6%. |
| SHERMAN & MILLER, P.A. 401(K) PLAN | - | 8 | $361,459 | $174,739 | $21,842iApproximate average salary by contribution assumption: employee only about $546,059 at 4% or $364,040 at 6%; with 50% employer match about $364,040 at 4% or $242,693 at 6%; with 100% employer match about $273,030 at 4% or $182,020 at 6%. |
| 2012 | 1 | 8 | $178,382 | $136,335 | $17,042iApproximate average salary by contribution assumption: employee only about $426,047 at 4% or $284,031 at 6%; with 50% employer match about $284,031 at 4% or $189,354 at 6%; with 100% employer match about $213,023 at 4% or $142,016 at 6%. |
| SHERMAN & MILLER, P.A. 401(K) PLAN | - | 8 | $178,382 | $136,335 | $17,042iApproximate average salary by contribution assumption: employee only about $426,047 at 4% or $284,031 at 6%; with 50% employer match about $284,031 at 4% or $189,354 at 6%; with 100% employer match about $213,023 at 4% or $142,016 at 6%. |
| 2011 | 2 | 8 | $81,013 | $81,013 | $10,127iApproximate average salary by contribution assumption: employee only about $253,166 at 4% or $168,777 at 6%; with 50% employer match about $168,777 at 4% or $112,518 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%. |
| SHERMAN & MILLER, P.A. 401(K) PLAN | - | 8 | $81,013 | $81,013 | $10,127iApproximate average salary by contribution assumption: employee only about $253,166 at 4% or $168,777 at 6%; with 50% employer match about $168,777 at 4% or $112,518 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2010 | 1 | 6 | $2,306,669 | $220,026 | $36,671iApproximate average salary by contribution assumption: employee only about $916,775 at 4% or $611,183 at 6%; with 50% employer match about $611,183 at 4% or $407,456 at 6%; with 100% employer match about $458,388 at 4% or $305,592 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 6 | $2,306,669 | $220,026 | $36,671iApproximate average salary by contribution assumption: employee only about $916,775 at 4% or $611,183 at 6%; with 50% employer match about $611,183 at 4% or $407,456 at 6%; with 100% employer match about $458,388 at 4% or $305,592 at 6%. |
| 2009 | 1 | 6 | $1,850,227 | $320,000 | $53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 6 | $1,850,227 | $320,000 | $53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%. |
| 2008 | 1 | 5 | $1,166,707 | $220,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 5 | $1,166,707 | $220,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2007 | 1 | 6 | $1,520,460 | $220,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 6 | $1,520,460 | $220,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| 2006 | 1 | 7 | $1,176,710 | $220,000 | $31,429iApproximate average salary by contribution assumption: employee only about $785,714 at 4% or $523,810 at 6%; with 50% employer match about $523,810 at 4% or $349,206 at 6%; with 100% employer match about $392,857 at 4% or $261,905 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 7 | $1,176,710 | $220,000 | $31,429iApproximate average salary by contribution assumption: employee only about $785,714 at 4% or $523,810 at 6%; with 50% employer match about $523,810 at 4% or $349,206 at 6%; with 100% employer match about $392,857 at 4% or $261,905 at 6%. |
| 2005 | 1 | 5 | $830,753 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 5 | $830,753 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2004 | 3 | 3 | $578,554 | $130,269 | $43,423iApproximate average salary by contribution assumption: employee only about $1,085,575 at 4% or $723,717 at 6%; with 50% employer match about $723,717 at 4% or $482,478 at 6%; with 100% employer match about $542,788 at 4% or $361,858 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 3 | $578,554 | $130,269 | $43,423iApproximate average salary by contribution assumption: employee only about $1,085,575 at 4% or $723,717 at 6%; with 50% employer match about $723,717 at 4% or $482,478 at 6%; with 100% employer match about $542,788 at 4% or $361,858 at 6%. |
| Robert L. Sherman, Dds, Pa Money Purchase Plan | - | 0 | - | - | - |
| Robert L. Sherman, Dds, Pa Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 3 | 4 | $504,488 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 4 | $377,568 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Robert L. Sherman, Dds, Pa Profit Sharing Plan | - | 1 | $84,238 | - | - |
| Robert L. Sherman, Dds, Pa Money Purchase Plan | - | 1 | $42,682 | - | - |
| 2002 | 3 | 3 | $278,670 | $120,150 | $40,050iApproximate average salary by contribution assumption: employee only about $1,001,250 at 4% or $667,500 at 6%; with 50% employer match about $667,500 at 4% or $445,000 at 6%; with 100% employer match about $500,625 at 4% or $333,750 at 6%. |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 3 | $168,252 | $120,150 | $40,050iApproximate average salary by contribution assumption: employee only about $1,001,250 at 4% or $667,500 at 6%; with 50% employer match about $667,500 at 4% or $445,000 at 6%; with 100% employer match about $500,625 at 4% or $333,750 at 6%. |
| Robert L. Sherman, Dds, Pa Profit Sharing Plan | - | 3 | $73,134 | - | - |
| Robert L. Sherman, Dds, Pa Money Purchase Plan | - | 3 | $37,284 | - | - |
| 2001 | 3 | 4 | $0 | $0 | - |
| Robert L. Sherman, Dds, Pa Profit Sharing Plan | - | 4 | - | - | - |
| Robert L. Sherman, Dds, Pa Money Purchase Plan | - | 4 | - | - | - |
| ROBERT L. SHERMAN, D.D.S., P.A. DEFINED BENEFIT PLAN | - | 4 | - | - | - |
| 2000 | 2 | 3 | $110,548 | $17,688 | $5,896iApproximate average salary by contribution assumption: employee only about $147,400 at 4% or $98,267 at 6%; with 50% employer match about $98,267 at 4% or $65,511 at 6%; with 100% employer match about $73,700 at 4% or $49,133 at 6%. |
| Robert L. Sherman, Dds, Pa Profit Sharing Plan | - | 3 | $110,548 | $17,688 | $5,896iApproximate average salary by contribution assumption: employee only about $147,400 at 4% or $98,267 at 6%; with 50% employer match about $98,267 at 4% or $65,511 at 6%; with 100% employer match about $73,700 at 4% or $49,133 at 6%. |
| Robert L. Sherman, Dds, Pa Money Purchase Plan | - | 3 | - | - | - |
| 1999 | 2 | 2 | $167,697 | $39,029 | $19,515iApproximate average salary by contribution assumption: employee only about $487,863 at 4% or $325,242 at 6%; with 50% employer match about $325,242 at 4% or $216,828 at 6%; with 100% employer match about $243,931 at 4% or $162,621 at 6%. |
| Robert L. Sherman, Dds, Pa Profit Sharing Plan | - | 2 | $129,957 | $28,140 | $14,070iApproximate average salary by contribution assumption: employee only about $351,750 at 4% or $234,500 at 6%; with 50% employer match about $234,500 at 4% or $156,333 at 6%; with 100% employer match about $175,875 at 4% or $117,250 at 6%. |
| Robert L. Sherman, Dds, Pa Money Purchase Plan | - | 2 | $37,740 | $10,889 | $5,445iApproximate average salary by contribution assumption: employee only about $136,113 at 4% or $90,742 at 6%; with 50% employer match about $90,742 at 4% or $60,494 at 6%; with 100% employer match about $68,056 at 4% or $45,371 at 6%. |