Civic Intelligence

Dale M. Roberts, D.M.D., M.D.

Plan context: Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan

EIN 61-1102738 • Louisville, KY • 21 filings • 4 plans

201 Abraham Flexner Way, Ste 1105Louisville, KY 40202
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,635,764

2015 Contributions

$6,960

Historical Graphs

Total Assets Over Time

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

$1,681,991$840,996$0199920072015YearValue
$1,635,764Latest year 2015

Participants Over Time

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

320199920072015YearValue
2Latest year 2015

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
201522$1,635,764$6,960$3,480iApproximate average salary by contribution assumption: employee only about $87,000 at 4% or $58,000 at 6%; with 50% employer match about $58,000 at 4% or $38,667 at 6%; with 100% employer match about $43,500 at 4% or $29,000 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,635,764$6,960$3,480iApproximate average salary by contribution assumption: employee only about $87,000 at 4% or $58,000 at 6%; with 50% employer match about $58,000 at 4% or $38,667 at 6%; with 100% employer match about $43,500 at 4% or $29,000 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-0$0--
201412$1,681,991$51,088$25,544iApproximate average salary by contribution assumption: employee only about $638,600 at 4% or $425,733 at 6%; with 50% employer match about $425,733 at 4% or $283,822 at 6%; with 100% employer match about $319,300 at 4% or $212,867 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,681,991$51,088$25,544iApproximate average salary by contribution assumption: employee only about $638,600 at 4% or $425,733 at 6%; with 50% employer match about $425,733 at 4% or $283,822 at 6%; with 100% employer match about $319,300 at 4% or $212,867 at 6%.
201312$1,613,272$50,067$25,034iApproximate average salary by contribution assumption: employee only about $625,838 at 4% or $417,225 at 6%; with 50% employer match about $417,225 at 4% or $278,150 at 6%; with 100% employer match about $312,919 at 4% or $208,613 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,613,272$50,067$25,034iApproximate average salary by contribution assumption: employee only about $625,838 at 4% or $417,225 at 6%; with 50% employer match about $417,225 at 4% or $278,150 at 6%; with 100% employer match about $312,919 at 4% or $208,613 at 6%.
201212$1,466,170$52,109$26,055iApproximate average salary by contribution assumption: employee only about $651,363 at 4% or $434,242 at 6%; with 50% employer match about $434,242 at 4% or $289,494 at 6%; with 100% employer match about $325,681 at 4% or $217,121 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,466,170$52,109$26,055iApproximate average salary by contribution assumption: employee only about $651,363 at 4% or $434,242 at 6%; with 50% employer match about $434,242 at 4% or $289,494 at 6%; with 100% employer match about $325,681 at 4% or $217,121 at 6%.
201112$1,360,349$49,362$24,681iApproximate average salary by contribution assumption: employee only about $617,025 at 4% or $411,350 at 6%; with 50% employer match about $411,350 at 4% or $274,233 at 6%; with 100% employer match about $308,513 at 4% or $205,675 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,360,349$49,362$24,681iApproximate average salary by contribution assumption: employee only about $617,025 at 4% or $411,350 at 6%; with 50% employer match about $411,350 at 4% or $274,233 at 6%; with 100% employer match about $308,513 at 4% or $205,675 at 6%.
201012$1,309,666$48,799$24,400iApproximate average salary by contribution assumption: employee only about $609,988 at 4% or $406,658 at 6%; with 50% employer match about $406,658 at 4% or $271,106 at 6%; with 100% employer match about $304,994 at 4% or $203,329 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,309,666$48,799$24,400iApproximate average salary by contribution assumption: employee only about $609,988 at 4% or $406,658 at 6%; with 50% employer match about $406,658 at 4% or $271,106 at 6%; with 100% employer match about $304,994 at 4% or $203,329 at 6%.
200912$1,146,175$56,473$28,237iApproximate average salary by contribution assumption: employee only about $705,913 at 4% or $470,608 at 6%; with 50% employer match about $470,608 at 4% or $313,739 at 6%; with 100% employer match about $352,956 at 4% or $235,304 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,146,175$56,473$28,237iApproximate average salary by contribution assumption: employee only about $705,913 at 4% or $470,608 at 6%; with 50% employer match about $470,608 at 4% or $313,739 at 6%; with 100% employer match about $352,956 at 4% or $235,304 at 6%.
200812$957,324$52,970$26,485iApproximate average salary by contribution assumption: employee only about $662,125 at 4% or $441,417 at 6%; with 50% employer match about $441,417 at 4% or $294,278 at 6%; with 100% employer match about $331,063 at 4% or $220,708 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$957,324$52,970$26,485iApproximate average salary by contribution assumption: employee only about $662,125 at 4% or $441,417 at 6%; with 50% employer match about $441,417 at 4% or $294,278 at 6%; with 100% employer match about $331,063 at 4% or $220,708 at 6%.
200712$1,111,981$51,932$25,966iApproximate average salary by contribution assumption: employee only about $649,150 at 4% or $432,767 at 6%; with 50% employer match about $432,767 at 4% or $288,511 at 6%; with 100% employer match about $324,575 at 4% or $216,383 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$1,111,981$51,932$25,966iApproximate average salary by contribution assumption: employee only about $649,150 at 4% or $432,767 at 6%; with 50% employer match about $432,767 at 4% or $288,511 at 6%; with 100% employer match about $324,575 at 4% or $216,383 at 6%.
200611$1,019,160$50,322$50,322iApproximate average salary by contribution assumption: employee only about $1,258,050 at 4% or $838,700 at 6%; with 50% employer match about $838,700 at 4% or $559,133 at 6%; with 100% employer match about $629,025 at 4% or $419,350 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-1$1,019,160$50,322$50,322iApproximate average salary by contribution assumption: employee only about $1,258,050 at 4% or $838,700 at 6%; with 50% employer match about $838,700 at 4% or $559,133 at 6%; with 100% employer match about $629,025 at 4% or $419,350 at 6%.
200512$887,181$51,718$25,859iApproximate average salary by contribution assumption: employee only about $646,475 at 4% or $430,983 at 6%; with 50% employer match about $430,983 at 4% or $287,322 at 6%; with 100% employer match about $323,238 at 4% or $215,492 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$887,181$51,718$25,859iApproximate average salary by contribution assumption: employee only about $646,475 at 4% or $430,983 at 6%; with 50% employer match about $430,983 at 4% or $287,322 at 6%; with 100% employer match about $323,238 at 4% or $215,492 at 6%.
200413$794,777$50,750$16,917iApproximate average salary by contribution assumption: employee only about $422,917 at 4% or $281,944 at 6%; with 50% employer match about $281,944 at 4% or $187,963 at 6%; with 100% employer match about $211,458 at 4% or $140,972 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-3$794,777$50,750$16,917iApproximate average salary by contribution assumption: employee only about $422,917 at 4% or $281,944 at 6%; with 50% employer match about $281,944 at 4% or $187,963 at 6%; with 100% employer match about $211,458 at 4% or $140,972 at 6%.
200322$659,932$45,247$22,624iApproximate average salary by contribution assumption: employee only about $565,588 at 4% or $377,058 at 6%; with 50% employer match about $377,058 at 4% or $251,372 at 6%; with 100% employer match about $282,794 at 4% or $188,529 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$659,932$45,247$22,624iApproximate average salary by contribution assumption: employee only about $565,588 at 4% or $377,058 at 6%; with 50% employer match about $377,058 at 4% or $251,372 at 6%; with 100% employer match about $282,794 at 4% or $188,529 at 6%.
Dale M. Roberts, D.M.D., M.D. Money Purchase Pension Plan-0---
200222$552,131$44,930$22,465iApproximate average salary by contribution assumption: employee only about $561,625 at 4% or $374,417 at 6%; with 50% employer match about $374,417 at 4% or $249,611 at 6%; with 100% employer match about $280,813 at 4% or $187,208 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$479,609$44,930$22,465iApproximate average salary by contribution assumption: employee only about $561,625 at 4% or $374,417 at 6%; with 50% employer match about $374,417 at 4% or $249,611 at 6%; with 100% employer match about $280,813 at 4% or $187,208 at 6%.
Dale M. Roberts, D.M.D., M.D. Money Purchase Pension Plan-2$72,522--
200122$583,860$39,701$19,851iApproximate average salary by contribution assumption: employee only about $496,263 at 4% or $330,842 at 6%; with 50% employer match about $330,842 at 4% or $220,561 at 6%; with 100% employer match about $248,131 at 4% or $165,421 at 6%.
Dale M. Roberts, D.M.D., M.D. Profit Sharing Plan-2$505,256$29,837$14,919iApproximate average salary by contribution assumption: employee only about $372,963 at 4% or $248,642 at 6%; with 50% employer match about $248,642 at 4% or $165,761 at 6%; with 100% employer match about $186,481 at 4% or $124,321 at 6%.
Dale M. Roberts, D.M.D., M.D. Money Purchase Pension Plan-2$78,604$9,864$4,932iApproximate average salary by contribution assumption: employee only about $123,300 at 4% or $82,200 at 6%; with 50% employer match about $82,200 at 4% or $54,800 at 6%; with 100% employer match about $61,650 at 4% or $41,100 at 6%.
200012$71,703$9,150$4,575iApproximate average salary by contribution assumption: employee only about $114,375 at 4% or $76,250 at 6%; with 50% employer match about $76,250 at 4% or $50,833 at 6%; with 100% employer match about $57,188 at 4% or $38,125 at 6%.
Dale M. Roberts, D.M.D., M.D. Money Purchase Pension Plan-2$71,703$9,150$4,575iApproximate average salary by contribution assumption: employee only about $114,375 at 4% or $76,250 at 6%; with 50% employer match about $76,250 at 4% or $50,833 at 6%; with 100% employer match about $57,188 at 4% or $38,125 at 6%.
199911$63,912$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Dale M. Roberts, D.M.D., M.D. Money Purchase Pension Plan-1$63,912$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.