Civic Intelligence

R. Ted Roberts, D.D.S., P.A.

Plan context: R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN

EIN 64-0536678 • 14 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$1,094,403

2008 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$1,094,403$547,202$0199920032006YearValue
$1,094,403Latest year 2006

Participants Over Time

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

630199920032007YearValue
1Latest year 2007

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
200810$0$0-
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-0---
200711$0$0-
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-1---
200616$1,094,403$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-6$1,094,403$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200516$967,174$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-6$967,174$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200416$1,063,518$199,582$33,264iApproximate average salary by contribution assumption: employee only about $831,592 at 4% or $554,394 at 6%; with 50% employer match about $554,394 at 4% or $369,596 at 6%; with 100% employer match about $415,796 at 4% or $277,197 at 6%.
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-6$1,063,518$199,582$33,264iApproximate average salary by contribution assumption: employee only about $831,592 at 4% or $554,394 at 6%; with 50% employer match about $554,394 at 4% or $369,596 at 6%; with 100% employer match about $415,796 at 4% or $277,197 at 6%.
200326$629,864$199,054$33,176iApproximate average salary by contribution assumption: employee only about $829,392 at 4% or $552,928 at 6%; with 50% employer match about $552,928 at 4% or $368,619 at 6%; with 100% employer match about $414,696 at 4% or $276,464 at 6%.
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-6$629,864$199,054$33,176iApproximate average salary by contribution assumption: employee only about $829,392 at 4% or $552,928 at 6%; with 50% employer match about $552,928 at 4% or $368,619 at 6%; with 100% employer match about $414,696 at 4% or $276,464 at 6%.
R. Ted Roberts, D.D.S., P.A. Target Benefit Plan and Trust-0---
200226$370,376$164,846$27,474iApproximate average salary by contribution assumption: employee only about $686,858 at 4% or $457,906 at 6%; with 50% employer match about $457,906 at 4% or $305,270 at 6%; with 100% employer match about $343,429 at 4% or $228,953 at 6%.
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-6$362,963$164,846$27,474iApproximate average salary by contribution assumption: employee only about $686,858 at 4% or $457,906 at 6%; with 50% employer match about $457,906 at 4% or $305,270 at 6%; with 100% employer match about $343,429 at 4% or $228,953 at 6%.
R. Ted Roberts, D.D.S., P.A. Target Benefit Plan and Trust-6$7,413--
200126$609,737$157,139$26,190iApproximate average salary by contribution assumption: employee only about $654,746 at 4% or $436,497 at 6%; with 50% employer match about $436,497 at 4% or $290,998 at 6%; with 100% employer match about $327,373 at 4% or $218,249 at 6%.
R. Ted Roberts, D.D.S., P.A. Target Benefit Plan and Trust-6$351,244--
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-6$258,493$157,139$26,190iApproximate average salary by contribution assumption: employee only about $654,746 at 4% or $436,497 at 6%; with 50% employer match about $436,497 at 4% or $290,998 at 6%; with 100% employer match about $327,373 at 4% or $218,249 at 6%.
200026$457,641$133,342$22,224iApproximate average salary by contribution assumption: employee only about $555,592 at 4% or $370,394 at 6%; with 50% employer match about $370,394 at 4% or $246,930 at 6%; with 100% employer match about $277,796 at 4% or $185,197 at 6%.
R. Ted Roberts, D.D.S., P.A. Target Benefit Plan and Trust-6$324,299--
R. TED ROBERTS, D.D.S., P.A. DEFINED BENEFIT PLAN-6$133,342$133,342$22,224iApproximate average salary by contribution assumption: employee only about $555,592 at 4% or $370,394 at 6%; with 50% employer match about $370,394 at 4% or $246,930 at 6%; with 100% employer match about $277,796 at 4% or $185,197 at 6%.
199916$362,376$48,181$8,030iApproximate average salary by contribution assumption: employee only about $200,754 at 4% or $133,836 at 6%; with 50% employer match about $133,836 at 4% or $89,224 at 6%; with 100% employer match about $100,377 at 4% or $66,918 at 6%.
R. Ted Roberts, D.D.S., P.A. Target Benefit Plan and Trust-6$362,376$48,181$8,030iApproximate average salary by contribution assumption: employee only about $200,754 at 4% or $133,836 at 6%; with 50% employer match about $133,836 at 4% or $89,224 at 6%; with 100% employer match about $100,377 at 4% or $66,918 at 6%.