Roberto Palmieri DMD Pa
Plan context: Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust
EIN 56-2254890 • Mooresville, NC • 9 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$829,812
2025 Contributions
$84,325
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 | 5 | $829,812 | $84,325 | $16,865iApproximate average salary by contribution assumption: employee only about $421,625 at 4% or $281,083 at 6%; with 50% employer match about $281,083 at 4% or $187,389 at 6%; with 100% employer match about $210,813 at 4% or $140,542 at 6%. |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 5 | $829,812 | $84,325 | $16,865iApproximate average salary by contribution assumption: employee only about $421,625 at 4% or $281,083 at 6%; with 50% employer match about $281,083 at 4% or $187,389 at 6%; with 100% employer match about $210,813 at 4% or $140,542 at 6%. |
| 2024 | 1 | 5 | $618,269 | $83,733 | $16,747iApproximate average salary by contribution assumption: employee only about $418,665 at 4% or $279,110 at 6%; with 50% employer match about $279,110 at 4% or $186,073 at 6%; with 100% employer match about $209,332 at 4% or $139,555 at 6%. |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 5 | $618,269 | $83,733 | $16,747iApproximate average salary by contribution assumption: employee only about $418,665 at 4% or $279,110 at 6%; with 50% employer match about $279,110 at 4% or $186,073 at 6%; with 100% employer match about $209,332 at 4% or $139,555 at 6%. |
| 2023 | 1 | 5 | $463,792 | $83,825 | $16,765iApproximate average salary by contribution assumption: employee only about $419,125 at 4% or $279,417 at 6%; with 50% employer match about $279,417 at 4% or $186,278 at 6%; with 100% employer match about $209,563 at 4% or $139,708 at 6%. |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 5 | $463,792 | $83,825 | $16,765iApproximate average salary by contribution assumption: employee only about $419,125 at 4% or $279,417 at 6%; with 50% employer match about $279,417 at 4% or $186,278 at 6%; with 100% employer match about $209,563 at 4% or $139,708 at 6%. |
| 2022 | 1 | 6 | $321,700 | $82,307 | $13,718iApproximate average salary by contribution assumption: employee only about $342,946 at 4% or $228,631 at 6%; with 50% employer match about $228,631 at 4% or $152,420 at 6%; with 100% employer match about $171,473 at 4% or $114,315 at 6%. |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $321,700 | $82,307 | $13,718iApproximate average salary by contribution assumption: employee only about $342,946 at 4% or $228,631 at 6%; with 50% employer match about $228,631 at 4% or $152,420 at 6%; with 100% employer match about $171,473 at 4% or $114,315 at 6%. |
| 2021 | 1 | 6 | $297,723 | $84,311 | $14,052iApproximate average salary by contribution assumption: employee only about $351,296 at 4% or $234,197 at 6%; with 50% employer match about $234,197 at 4% or $156,131 at 6%; with 100% employer match about $175,648 at 4% or $117,099 at 6%. |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $297,723 | $84,311 | $14,052iApproximate average salary by contribution assumption: employee only about $351,296 at 4% or $234,197 at 6%; with 50% employer match about $234,197 at 4% or $156,131 at 6%; with 100% employer match about $175,648 at 4% or $117,099 at 6%. |
| 2020 | 1 | 6 | $179,110 | $76,147 | $12,691iApproximate average salary by contribution assumption: employee only about $317,279 at 4% or $211,519 at 6%; with 50% employer match about $211,519 at 4% or $141,013 at 6%; with 100% employer match about $158,640 at 4% or $105,760 at 6%. |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $179,110 | $76,147 | $12,691iApproximate average salary by contribution assumption: employee only about $317,279 at 4% or $211,519 at 6%; with 50% employer match about $211,519 at 4% or $141,013 at 6%; with 100% employer match about $158,640 at 4% or $105,760 at 6%. |
| 2019 | 1 | 6 | $73,852 | $67,820 | $11,303iApproximate average salary by contribution assumption: employee only about $282,583 at 4% or $188,389 at 6%; with 50% employer match about $188,389 at 4% or $125,593 at 6%; with 100% employer match about $141,292 at 4% or $94,194 at 6%. |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $73,852 | $67,820 | $11,303iApproximate average salary by contribution assumption: employee only about $282,583 at 4% or $188,389 at 6%; with 50% employer match about $188,389 at 4% or $125,593 at 6%; with 100% employer match about $141,292 at 4% or $94,194 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| Roberto Palmieri DMD Pa 401(K) Profit Sharing Plan & Trust | - | 3 | - | - | - |