Civic Intelligence

William S. Roberts, M.D., P.A.

Plan context: William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan

EIN 56-2040160 • Charlotte, NC • 30 filings • 6 plans

2711 Randolph RoadSuite 305Charlotte, NC 28207
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,997,604

2024 Contributions

$204,136

Historical Graphs

Total Assets Over Time

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

$2,654,686$1,327,343$0199920132024YearValue
$1,997,604Latest year 2024

Participants Over Time

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

1680199920122024YearValue
16Latest 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
2024116$1,997,604$204,136$12,759iApproximate average salary by contribution assumption: employee only about $318,963 at 4% or $212,642 at 6%; with 50% employer match about $212,642 at 4% or $141,761 at 6%; with 100% employer match about $159,481 at 4% or $106,321 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-16$1,997,604$204,136$12,759iApproximate average salary by contribution assumption: employee only about $318,963 at 4% or $212,642 at 6%; with 50% employer match about $212,642 at 4% or $141,761 at 6%; with 100% employer match about $159,481 at 4% or $106,321 at 6%.
2023116$1,793,468$188,025$11,752iApproximate average salary by contribution assumption: employee only about $293,789 at 4% or $195,859 at 6%; with 50% employer match about $195,859 at 4% or $130,573 at 6%; with 100% employer match about $146,895 at 4% or $97,930 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-16$1,793,468$188,025$11,752iApproximate average salary by contribution assumption: employee only about $293,789 at 4% or $195,859 at 6%; with 50% employer match about $195,859 at 4% or $130,573 at 6%; with 100% employer match about $146,895 at 4% or $97,930 at 6%.
2022116$1,605,443$166,712$10,420iApproximate average salary by contribution assumption: employee only about $260,488 at 4% or $173,658 at 6%; with 50% employer match about $173,658 at 4% or $115,772 at 6%; with 100% employer match about $130,244 at 4% or $86,829 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-16$1,605,443$166,712$10,420iApproximate average salary by contribution assumption: employee only about $260,488 at 4% or $173,658 at 6%; with 50% employer match about $173,658 at 4% or $115,772 at 6%; with 100% employer match about $130,244 at 4% or $86,829 at 6%.
2021116$1,438,731$149,182$9,324iApproximate average salary by contribution assumption: employee only about $233,097 at 4% or $155,398 at 6%; with 50% employer match about $155,398 at 4% or $103,599 at 6%; with 100% employer match about $116,548 at 4% or $77,699 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-16$1,438,731$149,182$9,324iApproximate average salary by contribution assumption: employee only about $233,097 at 4% or $155,398 at 6%; with 50% employer match about $155,398 at 4% or $103,599 at 6%; with 100% employer match about $116,548 at 4% or $77,699 at 6%.
2020112$1,127,305$63,850$5,321iApproximate average salary by contribution assumption: employee only about $133,021 at 4% or $88,681 at 6%; with 50% employer match about $88,681 at 4% or $59,120 at 6%; with 100% employer match about $66,510 at 4% or $44,340 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-12$1,127,305$63,850$5,321iApproximate average salary by contribution assumption: employee only about $133,021 at 4% or $88,681 at 6%; with 50% employer match about $88,681 at 4% or $59,120 at 6%; with 100% employer match about $66,510 at 4% or $44,340 at 6%.
201919$861,226$63,190$7,021iApproximate average salary by contribution assumption: employee only about $175,528 at 4% or $117,019 at 6%; with 50% employer match about $117,019 at 4% or $78,012 at 6%; with 100% employer match about $87,764 at 4% or $58,509 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-9$861,226$63,190$7,021iApproximate average salary by contribution assumption: employee only about $175,528 at 4% or $117,019 at 6%; with 50% employer match about $117,019 at 4% or $78,012 at 6%; with 100% employer match about $87,764 at 4% or $58,509 at 6%.
201818$798,036$15,361$1,920iApproximate average salary by contribution assumption: employee only about $48,003 at 4% or $32,002 at 6%; with 50% employer match about $32,002 at 4% or $21,335 at 6%; with 100% employer match about $24,002 at 4% or $16,001 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-8$798,036$15,361$1,920iApproximate average salary by contribution assumption: employee only about $48,003 at 4% or $32,002 at 6%; with 50% employer match about $32,002 at 4% or $21,335 at 6%; with 100% employer match about $24,002 at 4% or $16,001 at 6%.
2017113$782,675$24,172$1,859iApproximate average salary by contribution assumption: employee only about $46,485 at 4% or $30,990 at 6%; with 50% employer match about $30,990 at 4% or $20,660 at 6%; with 100% employer match about $23,242 at 4% or $15,495 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-13$782,675$24,172$1,859iApproximate average salary by contribution assumption: employee only about $46,485 at 4% or $30,990 at 6%; with 50% employer match about $30,990 at 4% or $20,660 at 6%; with 100% employer match about $23,242 at 4% or $15,495 at 6%.
2016113$722,009$34,418$2,648iApproximate average salary by contribution assumption: employee only about $66,188 at 4% or $44,126 at 6%; with 50% employer match about $44,126 at 4% or $29,417 at 6%; with 100% employer match about $33,094 at 4% or $22,063 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-13$722,009$34,418$2,648iApproximate average salary by contribution assumption: employee only about $66,188 at 4% or $44,126 at 6%; with 50% employer match about $44,126 at 4% or $29,417 at 6%; with 100% employer match about $33,094 at 4% or $22,063 at 6%.
2015113$2,630,933$38,927$2,994iApproximate average salary by contribution assumption: employee only about $74,860 at 4% or $49,906 at 6%; with 50% employer match about $49,906 at 4% or $33,271 at 6%; with 100% employer match about $37,430 at 4% or $24,953 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-13$2,630,933$38,927$2,994iApproximate average salary by contribution assumption: employee only about $74,860 at 4% or $49,906 at 6%; with 50% employer match about $49,906 at 4% or $33,271 at 6%; with 100% employer match about $37,430 at 4% or $24,953 at 6%.
2014111$2,654,686$49,632$4,512iApproximate average salary by contribution assumption: employee only about $112,800 at 4% or $75,200 at 6%; with 50% employer match about $75,200 at 4% or $50,133 at 6%; with 100% employer match about $56,400 at 4% or $37,600 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-11$2,654,686$49,632$4,512iApproximate average salary by contribution assumption: employee only about $112,800 at 4% or $75,200 at 6%; with 50% employer match about $75,200 at 4% or $50,133 at 6%; with 100% employer match about $56,400 at 4% or $37,600 at 6%.
2013113$2,595,297$58,242$4,480iApproximate average salary by contribution assumption: employee only about $112,004 at 4% or $74,669 at 6%; with 50% employer match about $74,669 at 4% or $49,779 at 6%; with 100% employer match about $56,002 at 4% or $37,335 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-13$2,595,297$58,242$4,480iApproximate average salary by contribution assumption: employee only about $112,004 at 4% or $74,669 at 6%; with 50% employer match about $74,669 at 4% or $49,779 at 6%; with 100% employer match about $56,002 at 4% or $37,335 at 6%.
2012112$2,451,960$59,495$4,958iApproximate average salary by contribution assumption: employee only about $123,948 at 4% or $82,632 at 6%; with 50% employer match about $82,632 at 4% or $55,088 at 6%; with 100% employer match about $61,974 at 4% or $41,316 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-12$2,451,960$59,495$4,958iApproximate average salary by contribution assumption: employee only about $123,948 at 4% or $82,632 at 6%; with 50% employer match about $82,632 at 4% or $55,088 at 6%; with 100% employer match about $61,974 at 4% or $41,316 at 6%.
2011112$2,273,557$40,889$3,407iApproximate average salary by contribution assumption: employee only about $85,185 at 4% or $56,790 at 6%; with 50% employer match about $56,790 at 4% or $37,860 at 6%; with 100% employer match about $42,593 at 4% or $28,395 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-12$2,273,557$40,889$3,407iApproximate average salary by contribution assumption: employee only about $85,185 at 4% or $56,790 at 6%; with 50% employer match about $56,790 at 4% or $37,860 at 6%; with 100% employer match about $42,593 at 4% or $28,395 at 6%.
2010112$2,291,433$66,109$5,509iApproximate average salary by contribution assumption: employee only about $137,727 at 4% or $91,818 at 6%; with 50% employer match about $91,818 at 4% or $61,212 at 6%; with 100% employer match about $68,864 at 4% or $45,909 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-12$2,291,433$66,109$5,509iApproximate average salary by contribution assumption: employee only about $137,727 at 4% or $91,818 at 6%; with 50% employer match about $91,818 at 4% or $61,212 at 6%; with 100% employer match about $68,864 at 4% or $45,909 at 6%.
2009112$2,057,368$127,325$10,610iApproximate average salary by contribution assumption: employee only about $265,260 at 4% or $176,840 at 6%; with 50% employer match about $176,840 at 4% or $117,894 at 6%; with 100% employer match about $132,630 at 4% or $88,420 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-12$2,057,368$127,325$10,610iApproximate average salary by contribution assumption: employee only about $265,260 at 4% or $176,840 at 6%; with 50% employer match about $176,840 at 4% or $117,894 at 6%; with 100% employer match about $132,630 at 4% or $88,420 at 6%.
2008116$0$0-
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-16---
2007113$0$0-
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-13---
2006111$1,646,640$84,694$7,699iApproximate average salary by contribution assumption: employee only about $192,486 at 4% or $128,324 at 6%; with 50% employer match about $128,324 at 4% or $85,549 at 6%; with 100% employer match about $96,243 at 4% or $64,162 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-11$1,646,640$84,694$7,699iApproximate average salary by contribution assumption: employee only about $192,486 at 4% or $128,324 at 6%; with 50% employer match about $128,324 at 4% or $85,549 at 6%; with 100% employer match about $96,243 at 4% or $64,162 at 6%.
200518$1,417,267$61,559$7,695iApproximate average salary by contribution assumption: employee only about $192,372 at 4% or $128,248 at 6%; with 50% employer match about $128,248 at 4% or $85,499 at 6%; with 100% employer match about $96,186 at 4% or $64,124 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-8$1,417,267$61,559$7,695iApproximate average salary by contribution assumption: employee only about $192,372 at 4% or $128,248 at 6%; with 50% employer match about $128,248 at 4% or $85,499 at 6%; with 100% employer match about $96,186 at 4% or $64,124 at 6%.
200418$1,296,631$37,305$4,663iApproximate average salary by contribution assumption: employee only about $116,578 at 4% or $77,719 at 6%; with 50% employer match about $77,719 at 4% or $51,813 at 6%; with 100% employer match about $58,289 at 4% or $38,859 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-8$1,296,631$37,305$4,663iApproximate average salary by contribution assumption: employee only about $116,578 at 4% or $77,719 at 6%; with 50% employer match about $77,719 at 4% or $51,813 at 6%; with 100% employer match about $58,289 at 4% or $38,859 at 6%.
200317$1,180,168$37,090$5,299iApproximate average salary by contribution assumption: employee only about $132,464 at 4% or $88,310 at 6%; with 50% employer match about $88,310 at 4% or $58,873 at 6%; with 100% employer match about $66,232 at 4% or $44,155 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-7$1,180,168$37,090$5,299iApproximate average salary by contribution assumption: employee only about $132,464 at 4% or $88,310 at 6%; with 50% employer match about $88,310 at 4% or $58,873 at 6%; with 100% employer match about $66,232 at 4% or $44,155 at 6%.
200227$1,016,357$32,213$4,602iApproximate average salary by contribution assumption: employee only about $115,046 at 4% or $76,698 at 6%; with 50% employer match about $76,698 at 4% or $51,132 at 6%; with 100% employer match about $57,523 at 4% or $38,349 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-7$1,016,357$32,213$4,602iApproximate average salary by contribution assumption: employee only about $115,046 at 4% or $76,698 at 6%; with 50% employer match about $76,698 at 4% or $51,132 at 6%; with 100% employer match about $57,523 at 4% or $38,349 at 6%.
William S. Roberts, M.D., P.A. Employees Money Purchase Pension Plan-0---
200127$0$0-
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-7---
William S. Roberts, M.D., P.A. Employees Money Purchase Pension Plan-3---
200028$1,358,758$36,410$4,551iApproximate average salary by contribution assumption: employee only about $113,781 at 4% or $75,854 at 6%; with 50% employer match about $75,854 at 4% or $50,569 at 6%; with 100% employer match about $56,891 at 4% or $37,927 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-8$1,307,174$17,762$2,220iApproximate average salary by contribution assumption: employee only about $55,506 at 4% or $37,004 at 6%; with 50% employer match about $37,004 at 4% or $24,669 at 6%; with 100% employer match about $27,753 at 4% or $18,502 at 6%.
William S. Roberts, M.D., P.A. Employees Money Purchase Pension Plan-4$51,584$18,648$4,662iApproximate average salary by contribution assumption: employee only about $116,550 at 4% or $77,700 at 6%; with 50% employer match about $77,700 at 4% or $51,800 at 6%; with 100% employer match about $58,275 at 4% or $38,850 at 6%.
199927$1,503,634$29,883$4,269iApproximate average salary by contribution assumption: employee only about $106,725 at 4% or $71,150 at 6%; with 50% employer match about $71,150 at 4% or $47,433 at 6%; with 100% employer match about $53,363 at 4% or $35,575 at 6%.
William S. Roberts, M.D., P.A. Employees Profit Sharing 401K Plan-7$1,470,044$13,848$1,978iApproximate average salary by contribution assumption: employee only about $49,457 at 4% or $32,971 at 6%; with 50% employer match about $32,971 at 4% or $21,981 at 6%; with 100% employer match about $24,729 at 4% or $16,486 at 6%.
William S. Roberts, M.D., P.A. Employees Money Purchase Pension Plan-7$33,590$16,035$2,291iApproximate average salary by contribution assumption: employee only about $57,268 at 4% or $38,179 at 6%; with 50% employer match about $38,179 at 4% or $25,452 at 6%; with 100% employer match about $28,634 at 4% or $19,089 at 6%.