Civic Intelligence

Sheila L Roberts MD

Plan context: SHELIA ROBERTS, MD 401K PLAN

EIN 61-1041398 • Louisville, KY • 10 filings • 5 plans

8145 New LA Grange RoadLouisville, KY 40222
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$4,363,838

2020 Contributions

$62,866

Historical Graphs

Total Assets Over Time

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

$4,363,838$2,181,919$0199920162020YearValue
$4,363,838Latest year 2020

Participants Over Time

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

210199920162020YearValue
1Latest year 2020

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
202011$4,363,838$62,866$62,866iApproximate average salary by contribution assumption: employee only about $1,571,650 at 4% or $1,047,767 at 6%; with 50% employer match about $1,047,767 at 4% or $698,511 at 6%; with 100% employer match about $785,825 at 4% or $523,883 at 6%.
SHELIA ROBERTS, MD 401K PLAN-1$4,363,838$62,866$62,866iApproximate average salary by contribution assumption: employee only about $1,571,650 at 4% or $1,047,767 at 6%; with 50% employer match about $1,047,767 at 4% or $698,511 at 6%; with 100% employer match about $785,825 at 4% or $523,883 at 6%.
201912$3,880,907$62,633$31,317iApproximate average salary by contribution assumption: employee only about $782,913 at 4% or $521,942 at 6%; with 50% employer match about $521,942 at 4% or $347,961 at 6%; with 100% employer match about $391,456 at 4% or $260,971 at 6%.
SHELIA ROBERTS, MD 401K PLAN-2$3,880,907$62,633$31,317iApproximate average salary by contribution assumption: employee only about $782,913 at 4% or $521,942 at 6%; with 50% employer match about $521,942 at 4% or $347,961 at 6%; with 100% employer match about $391,456 at 4% or $260,971 at 6%.
201812$3,150,332$61,783$30,892iApproximate average salary by contribution assumption: employee only about $772,288 at 4% or $514,858 at 6%; with 50% employer match about $514,858 at 4% or $343,239 at 6%; with 100% employer match about $386,144 at 4% or $257,429 at 6%.
SHELIA ROBERTS, MD 401K PLAN-2$3,150,332$61,783$30,892iApproximate average salary by contribution assumption: employee only about $772,288 at 4% or $514,858 at 6%; with 50% employer match about $514,858 at 4% or $343,239 at 6%; with 100% employer match about $386,144 at 4% or $257,429 at 6%.
201712$3,190,141$61,482$30,741iApproximate average salary by contribution assumption: employee only about $768,525 at 4% or $512,350 at 6%; with 50% employer match about $512,350 at 4% or $341,567 at 6%; with 100% employer match about $384,263 at 4% or $256,175 at 6%.
SHELIA ROBERTS, MD 401K PLAN-2$3,190,141$61,482$30,741iApproximate average salary by contribution assumption: employee only about $768,525 at 4% or $512,350 at 6%; with 50% employer match about $512,350 at 4% or $341,567 at 6%; with 100% employer match about $384,263 at 4% or $256,175 at 6%.
201612$2,840,562$61,738$30,869iApproximate average salary by contribution assumption: employee only about $771,725 at 4% or $514,483 at 6%; with 50% employer match about $514,483 at 4% or $342,989 at 6%; with 100% employer match about $385,863 at 4% or $257,242 at 6%.
SHELIA ROBERTS, MD 401K PLAN-2$2,840,562$61,738$30,869iApproximate average salary by contribution assumption: employee only about $771,725 at 4% or $514,483 at 6%; with 50% employer match about $514,483 at 4% or $342,989 at 6%; with 100% employer match about $385,863 at 4% or $257,242 at 6%.
201512$2,674,495$59,258$29,629iApproximate average salary by contribution assumption: employee only about $740,725 at 4% or $493,817 at 6%; with 50% employer match about $493,817 at 4% or $329,211 at 6%; with 100% employer match about $370,363 at 4% or $246,908 at 6%.
SHEILA L. ROBERTS 401K PLAN-2$2,674,495$59,258$29,629iApproximate average salary by contribution assumption: employee only about $740,725 at 4% or $493,817 at 6%; with 50% employer match about $493,817 at 4% or $329,211 at 6%; with 100% employer match about $370,363 at 4% or $246,908 at 6%.
200211$1,183,652$14,956$14,956iApproximate average salary by contribution assumption: employee only about $373,900 at 4% or $249,267 at 6%; with 50% employer match about $249,267 at 4% or $166,178 at 6%; with 100% employer match about $186,950 at 4% or $124,633 at 6%.
Sheila L Roberts MD Retirement Plan-1$1,183,652$14,956$14,956iApproximate average salary by contribution assumption: employee only about $373,900 at 4% or $249,267 at 6%; with 50% employer match about $249,267 at 4% or $166,178 at 6%; with 100% employer match about $186,950 at 4% or $124,633 at 6%.
200111$0$0-
Sheila L Roberts MD Retirement Plan-1---
200011$1,442,373$16,004$16,004iApproximate average salary by contribution assumption: employee only about $400,100 at 4% or $266,733 at 6%; with 50% employer match about $266,733 at 4% or $177,822 at 6%; with 100% employer match about $200,050 at 4% or $133,367 at 6%.
Sheila L Roberts MD Retirement Plan-1$1,442,373$16,004$16,004iApproximate average salary by contribution assumption: employee only about $400,100 at 4% or $266,733 at 6%; with 50% employer match about $266,733 at 4% or $177,822 at 6%; with 100% employer match about $200,050 at 4% or $133,367 at 6%.
199911$1,571,439$19,274$19,274iApproximate average salary by contribution assumption: employee only about $481,850 at 4% or $321,233 at 6%; with 50% employer match about $321,233 at 4% or $214,156 at 6%; with 100% employer match about $240,925 at 4% or $160,617 at 6%.
Sheila L Roberts MD Retirement Plan-1$1,571,439$19,274$19,274iApproximate average salary by contribution assumption: employee only about $481,850 at 4% or $321,233 at 6%; with 50% employer match about $321,233 at 4% or $214,156 at 6%; with 100% employer match about $240,925 at 4% or $160,617 at 6%.