Civic Intelligence

Dr. Robert D. Calabria, P.A.

Plan context: Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust

EIN 56-2202827 • Morrisville, NC • 13 filings • 2 plans

1197 Crabtree Crossing ParkwayMorrisville, NC 27560
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,055,900

2018 Contributions

$125,000

Historical Graphs

Total Assets Over Time

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

$1,055,900$527,950$0200620122017YearValue
$1,055,900Latest year 2017

Participants Over Time

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

320200620122017YearValue
2Latest year 2017

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
201810$0$0-
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-0$0$0-
201712$1,055,900$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$1,055,900$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201612$903,540$0-
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$903,540$0-
201512$907,218$0-
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$907,218$0-
201412$988,528$50,000$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%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$988,528$50,000$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%.
201312$976,643$78,997$39,499iApproximate average salary by contribution assumption: employee only about $987,463 at 4% or $658,308 at 6%; with 50% employer match about $658,308 at 4% or $438,872 at 6%; with 100% employer match about $493,731 at 4% or $329,154 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$976,643$78,997$39,499iApproximate average salary by contribution assumption: employee only about $987,463 at 4% or $658,308 at 6%; with 50% employer match about $658,308 at 4% or $438,872 at 6%; with 100% employer match about $493,731 at 4% or $329,154 at 6%.
201212$851,982$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$851,982$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201112$796,289$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$796,289$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201012$800,637$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$800,637$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200912$694,396$183,794$91,897iApproximate average salary by contribution assumption: employee only about $2,297,425 at 4% or $1,531,617 at 6%; with 50% employer match about $1,531,617 at 4% or $1,021,078 at 6%; with 100% employer match about $1,148,713 at 4% or $765,808 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$694,396$183,794$91,897iApproximate average salary by contribution assumption: employee only about $2,297,425 at 4% or $1,531,617 at 6%; with 50% employer match about $1,531,617 at 4% or $1,021,078 at 6%; with 100% employer match about $1,148,713 at 4% or $765,808 at 6%.
200813$456,014$182,330$60,777iApproximate average salary by contribution assumption: employee only about $1,519,417 at 4% or $1,012,944 at 6%; with 50% employer match about $1,012,944 at 4% or $675,296 at 6%; with 100% employer match about $759,708 at 4% or $506,472 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-3$456,014$182,330$60,777iApproximate average salary by contribution assumption: employee only about $1,519,417 at 4% or $1,012,944 at 6%; with 50% employer match about $1,012,944 at 4% or $675,296 at 6%; with 100% employer match about $759,708 at 4% or $506,472 at 6%.
200712$0$0-
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2---
200612$133,000$133,000$66,500iApproximate average salary by contribution assumption: employee only about $1,662,500 at 4% or $1,108,333 at 6%; with 50% employer match about $1,108,333 at 4% or $738,889 at 6%; with 100% employer match about $831,250 at 4% or $554,167 at 6%.
Dr. Robert D. Calabria, P.A. Defined Benefit Pension Plan & Trust-2$133,000$133,000$66,500iApproximate average salary by contribution assumption: employee only about $1,662,500 at 4% or $1,108,333 at 6%; with 50% employer match about $1,108,333 at 4% or $738,889 at 6%; with 100% employer match about $831,250 at 4% or $554,167 at 6%.