Civic Intelligence

J Scott Robertson. M.D. PC.

Plan context: J Scott Robertson MD PC 401K Profit Sharing Plan

EIN 63-1164786 • Birmingham, AL • 37 filings • 7 plans

2001 Providence ParkBirmingham, AL 35242-4680
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,031,301

2024 Contributions

$201,969

Historical Graphs

Total Assets Over Time

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

$3,835,260$1,917,630$0199920132024YearValue
$3,031,301Latest year 2024

Participants Over Time

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

1470199920132024YearValue
12Latest 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
2024112$3,031,301$201,969$16,831iApproximate average salary by contribution assumption: employee only about $420,769 at 4% or $280,513 at 6%; with 50% employer match about $280,513 at 4% or $187,008 at 6%; with 100% employer match about $210,384 at 4% or $140,256 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-12$3,031,301$201,969$16,831iApproximate average salary by contribution assumption: employee only about $420,769 at 4% or $280,513 at 6%; with 50% employer match about $280,513 at 4% or $187,008 at 6%; with 100% employer match about $210,384 at 4% or $140,256 at 6%.
2023114$2,378,130$185,966$13,283iApproximate average salary by contribution assumption: employee only about $332,082 at 4% or $221,388 at 6%; with 50% employer match about $221,388 at 4% or $147,592 at 6%; with 100% employer match about $166,041 at 4% or $110,694 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-14$2,378,130$185,966$13,283iApproximate average salary by contribution assumption: employee only about $332,082 at 4% or $221,388 at 6%; with 50% employer match about $221,388 at 4% or $147,592 at 6%; with 100% employer match about $166,041 at 4% or $110,694 at 6%.
2022114$2,344,490$152,523$10,895iApproximate average salary by contribution assumption: employee only about $272,363 at 4% or $181,575 at 6%; with 50% employer match about $181,575 at 4% or $121,050 at 6%; with 100% employer match about $136,181 at 4% or $90,788 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-14$2,344,490$152,523$10,895iApproximate average salary by contribution assumption: employee only about $272,363 at 4% or $181,575 at 6%; with 50% employer match about $181,575 at 4% or $121,050 at 6%; with 100% employer match about $136,181 at 4% or $90,788 at 6%.
2021213$2,903,355$152,339$11,718iApproximate average salary by contribution assumption: employee only about $292,960 at 4% or $195,306 at 6%; with 50% employer match about $195,306 at 4% or $130,204 at 6%; with 100% employer match about $146,480 at 4% or $97,653 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-13$2,903,355$152,339$11,718iApproximate average salary by contribution assumption: employee only about $292,960 at 4% or $195,306 at 6%; with 50% employer match about $195,306 at 4% or $130,204 at 6%; with 100% employer match about $146,480 at 4% or $97,653 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-0$0--
2020213$3,835,260$203,252$15,635iApproximate average salary by contribution assumption: employee only about $390,869 at 4% or $260,579 at 6%; with 50% employer match about $260,579 at 4% or $173,720 at 6%; with 100% employer match about $195,435 at 4% or $130,290 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-11$2,596,348$108,252$9,841iApproximate average salary by contribution assumption: employee only about $246,027 at 4% or $164,018 at 6%; with 50% employer match about $164,018 at 4% or $109,345 at 6%; with 100% employer match about $123,014 at 4% or $82,009 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-13$1,238,912$95,000$7,308iApproximate average salary by contribution assumption: employee only about $182,692 at 4% or $121,795 at 6%; with 50% employer match about $121,795 at 4% or $81,197 at 6%; with 100% employer match about $91,346 at 4% or $60,897 at 6%.
2019211$3,436,062$260,592$23,690iApproximate average salary by contribution assumption: employee only about $592,255 at 4% or $394,836 at 6%; with 50% employer match about $394,836 at 4% or $263,224 at 6%; with 100% employer match about $296,127 at 4% or $197,418 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-11$2,380,590$140,592$12,781iApproximate average salary by contribution assumption: employee only about $319,527 at 4% or $213,018 at 6%; with 50% employer match about $213,018 at 4% or $142,012 at 6%; with 100% employer match about $159,764 at 4% or $106,509 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-11$1,055,472$120,000$10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%.
201829$2,620,058$228,580$25,398iApproximate average salary by contribution assumption: employee only about $634,944 at 4% or $423,296 at 6%; with 50% employer match about $423,296 at 4% or $282,198 at 6%; with 100% employer match about $317,472 at 4% or $211,648 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-9$1,823,670$128,580$14,287iApproximate average salary by contribution assumption: employee only about $357,167 at 4% or $238,111 at 6%; with 50% employer match about $238,111 at 4% or $158,741 at 6%; with 100% employer match about $178,583 at 4% or $119,056 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-9$796,388$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
201729$2,640,457$219,110$24,346iApproximate average salary by contribution assumption: employee only about $608,639 at 4% or $405,759 at 6%; with 50% employer match about $405,759 at 4% or $270,506 at 6%; with 100% employer match about $304,319 at 4% or $202,880 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-9$1,889,073$131,953$14,661iApproximate average salary by contribution assumption: employee only about $366,536 at 4% or $244,357 at 6%; with 50% employer match about $244,357 at 4% or $162,905 at 6%; with 100% employer match about $183,268 at 4% or $122,179 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-9$751,384$87,157$9,684iApproximate average salary by contribution assumption: employee only about $242,103 at 4% or $161,402 at 6%; with 50% employer match about $161,402 at 4% or $107,601 at 6%; with 100% employer match about $121,051 at 4% or $80,701 at 6%.
201628$2,087,579$250,498$31,312iApproximate average salary by contribution assumption: employee only about $782,806 at 4% or $521,871 at 6%; with 50% employer match about $521,871 at 4% or $347,914 at 6%; with 100% employer match about $391,403 at 4% or $260,935 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-8$1,477,535$127,305$15,913iApproximate average salary by contribution assumption: employee only about $397,828 at 4% or $265,219 at 6%; with 50% employer match about $265,219 at 4% or $176,813 at 6%; with 100% employer match about $198,914 at 4% or $132,609 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-8$610,044$123,193$15,399iApproximate average salary by contribution assumption: employee only about $384,978 at 4% or $256,652 at 6%; with 50% employer match about $256,652 at 4% or $171,101 at 6%; with 100% employer match about $192,489 at 4% or $128,326 at 6%.
201529$1,736,041$211,222$23,469iApproximate average salary by contribution assumption: employee only about $586,728 at 4% or $391,152 at 6%; with 50% employer match about $391,152 at 4% or $260,768 at 6%; with 100% employer match about $293,364 at 4% or $195,576 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-9$1,263,179$129,277$14,364iApproximate average salary by contribution assumption: employee only about $359,103 at 4% or $239,402 at 6%; with 50% employer match about $239,402 at 4% or $159,601 at 6%; with 100% employer match about $179,551 at 4% or $119,701 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-9$472,862$81,945$9,105iApproximate average salary by contribution assumption: employee only about $227,625 at 4% or $151,750 at 6%; with 50% employer match about $151,750 at 4% or $101,167 at 6%; with 100% employer match about $113,813 at 4% or $75,875 at 6%.
201428$1,582,735$206,618$25,827iApproximate average salary by contribution assumption: employee only about $645,681 at 4% or $430,454 at 6%; with 50% employer match about $430,454 at 4% or $286,969 at 6%; with 100% employer match about $322,841 at 4% or $215,227 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-8$1,165,990$125,618$15,702iApproximate average salary by contribution assumption: employee only about $392,556 at 4% or $261,704 at 6%; with 50% employer match about $261,704 at 4% or $174,469 at 6%; with 100% employer match about $196,278 at 4% or $130,852 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-8$416,745$81,000$10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%.
201328$1,392,493$233,026$29,128iApproximate average salary by contribution assumption: employee only about $728,206 at 4% or $485,471 at 6%; with 50% employer match about $485,471 at 4% or $323,647 at 6%; with 100% employer match about $364,103 at 4% or $242,735 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-8$1,046,529$133,026$16,628iApproximate average salary by contribution assumption: employee only about $415,706 at 4% or $277,138 at 6%; with 50% employer match about $277,138 at 4% or $184,758 at 6%; with 100% employer match about $207,853 at 4% or $138,569 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLAN-6$345,964$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201226$1,043,028$162,859$27,143iApproximate average salary by contribution assumption: employee only about $678,579 at 4% or $452,386 at 6%; with 50% employer match about $452,386 at 4% or $301,591 at 6%; with 100% employer match about $339,290 at 4% or $226,193 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-3$817,935$87,859$29,286iApproximate average salary by contribution assumption: employee only about $732,158 at 4% or $488,106 at 6%; with 50% employer match about $488,106 at 4% or $325,404 at 6%; with 100% employer match about $366,079 at 4% or $244,053 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLA-6$225,093$75,000$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%.
201128$793,886$161,402$20,175iApproximate average salary by contribution assumption: employee only about $504,381 at 4% or $336,254 at 6%; with 50% employer match about $336,254 at 4% or $224,169 at 6%; with 100% employer match about $252,191 at 4% or $168,127 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-8$654,666$81,402$10,175iApproximate average salary by contribution assumption: employee only about $254,381 at 4% or $169,588 at 6%; with 50% employer match about $169,588 at 4% or $113,058 at 6%; with 100% employer match about $127,191 at 4% or $84,794 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLA-7$139,220$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
201029$745,187$142,291$15,810iApproximate average salary by contribution assumption: employee only about $395,253 at 4% or $263,502 at 6%; with 50% employer match about $263,502 at 4% or $175,668 at 6%; with 100% employer match about $197,626 at 4% or $131,751 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-9$674,475$71,579$7,953iApproximate average salary by contribution assumption: employee only about $198,831 at 4% or $132,554 at 6%; with 50% employer match about $132,554 at 4% or $88,369 at 6%; with 100% employer match about $99,415 at 4% or $66,277 at 6%.
J. SCOTT ROBERTSON, M. D., P. C. CASH BALANCE PLA-6$70,712$70,712$11,785iApproximate average salary by contribution assumption: employee only about $294,633 at 4% or $196,422 at 6%; with 50% employer match about $196,422 at 4% or $130,948 at 6%; with 100% employer match about $147,317 at 4% or $98,211 at 6%.
200717$405,744$64,869$9,267iApproximate average salary by contribution assumption: employee only about $231,675 at 4% or $154,450 at 6%; with 50% employer match about $154,450 at 4% or $102,967 at 6%; with 100% employer match about $115,838 at 4% or $77,225 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-7$405,744$64,869$9,267iApproximate average salary by contribution assumption: employee only about $231,675 at 4% or $154,450 at 6%; with 50% employer match about $154,450 at 4% or $102,967 at 6%; with 100% employer match about $115,838 at 4% or $77,225 at 6%.
200616$266,903$57,157$9,526iApproximate average salary by contribution assumption: employee only about $238,154 at 4% or $158,769 at 6%; with 50% employer match about $158,769 at 4% or $105,846 at 6%; with 100% employer match about $119,077 at 4% or $79,385 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-6$266,903$57,157$9,526iApproximate average salary by contribution assumption: employee only about $238,154 at 4% or $158,769 at 6%; with 50% employer match about $158,769 at 4% or $105,846 at 6%; with 100% employer match about $119,077 at 4% or $79,385 at 6%.
200517$183,257$51,517$7,360iApproximate average salary by contribution assumption: employee only about $183,989 at 4% or $122,660 at 6%; with 50% employer match about $122,660 at 4% or $81,773 at 6%; with 100% employer match about $91,995 at 4% or $61,330 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-7$183,257$51,517$7,360iApproximate average salary by contribution assumption: employee only about $183,989 at 4% or $122,660 at 6%; with 50% employer match about $122,660 at 4% or $81,773 at 6%; with 100% employer match about $91,995 at 4% or $61,330 at 6%.
200414$129,127$34,618$8,655iApproximate average salary by contribution assumption: employee only about $216,363 at 4% or $144,242 at 6%; with 50% employer match about $144,242 at 4% or $96,161 at 6%; with 100% employer match about $108,181 at 4% or $72,121 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-4$129,127$34,618$8,655iApproximate average salary by contribution assumption: employee only about $216,363 at 4% or $144,242 at 6%; with 50% employer match about $144,242 at 4% or $96,161 at 6%; with 100% employer match about $108,181 at 4% or $72,121 at 6%.
200313$79,545$9,678$3,226iApproximate average salary by contribution assumption: employee only about $80,650 at 4% or $53,767 at 6%; with 50% employer match about $53,767 at 4% or $35,844 at 6%; with 100% employer match about $40,325 at 4% or $26,883 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-3$79,545$9,678$3,226iApproximate average salary by contribution assumption: employee only about $80,650 at 4% or $53,767 at 6%; with 50% employer match about $53,767 at 4% or $35,844 at 6%; with 100% employer match about $40,325 at 4% or $26,883 at 6%.
200223$49,408$25,680$8,560iApproximate average salary by contribution assumption: employee only about $214,000 at 4% or $142,667 at 6%; with 50% employer match about $142,667 at 4% or $95,111 at 6%; with 100% employer match about $107,000 at 4% or $71,333 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-3$49,408$25,680$8,560iApproximate average salary by contribution assumption: employee only about $214,000 at 4% or $142,667 at 6%; with 50% employer match about $142,667 at 4% or $95,111 at 6%; with 100% employer match about $107,000 at 4% or $71,333 at 6%.
J Scott Robertson MD PC Money Purchase Pension Plan-0---
200022$52,858$35,642$17,821iApproximate average salary by contribution assumption: employee only about $445,525 at 4% or $297,017 at 6%; with 50% employer match about $297,017 at 4% or $198,011 at 6%; with 100% employer match about $222,763 at 4% or $148,508 at 6%.
J Scott Robertson MD PC Money Purchase Pension Plan-2$27,860$9,633$4,817iApproximate average salary by contribution assumption: employee only about $120,413 at 4% or $80,275 at 6%; with 50% employer match about $80,275 at 4% or $53,517 at 6%; with 100% employer match about $60,206 at 4% or $40,138 at 6%.
J Scott Robertson MD PC 401K Profit Sharing Plan-2$24,998$26,009$13,005iApproximate average salary by contribution assumption: employee only about $325,113 at 4% or $216,742 at 6%; with 50% employer match about $216,742 at 4% or $144,494 at 6%; with 100% employer match about $162,556 at 4% or $108,371 at 6%.
199913$39,542$39,542$13,181iApproximate average salary by contribution assumption: employee only about $329,517 at 4% or $219,678 at 6%; with 50% employer match about $219,678 at 4% or $146,452 at 6%; with 100% employer match about $164,758 at 4% or $109,839 at 6%.
J Scott Robertson MD PC Money Purchase Pension Plan-3$39,542$39,542$13,181iApproximate average salary by contribution assumption: employee only about $329,517 at 4% or $219,678 at 6%; with 50% employer match about $219,678 at 4% or $146,452 at 6%; with 100% employer match about $164,758 at 4% or $109,839 at 6%.