Civic Intelligence

John W. Roberts, M.D.

Plan context: JOHN W. ROBERTS, M.D. DEFINED BENEFIT PENSION PLAN

EIN 68-0175539 • 14 filings • 5 plans

Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$1,012,098

2010 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,012,098$506,049$0199920042009YearValue
$1,012,098Latest year 2009

Participants Over Time

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

320199920042008YearValue
1Latest year 2008

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
201010$0$0-
JOHN W. ROBERTS, M.D. DEFINED BENEFIT PENSION PLAN-0---
200920$1,012,098$50,000-
JOHN W. ROBERTS, M.D. DEFINED BENEFIT PENSION PLAN-0$1,012,098$50,000-
John W. Roberts, M.D. Profit Sharing Plan-----
200811$808,649$235,000$235,000iApproximate average salary by contribution assumption: employee only about $5,875,000 at 4% or $3,916,667 at 6%; with 50% employer match about $3,916,667 at 4% or $2,611,111 at 6%; with 100% employer match about $2,937,500 at 4% or $1,958,333 at 6%.
JOHN W. ROBERTS, M.D. DEFINED BENEFIT PENSION PLAN-1$808,649$235,000$235,000iApproximate average salary by contribution assumption: employee only about $5,875,000 at 4% or $3,916,667 at 6%; with 50% employer match about $3,916,667 at 4% or $2,611,111 at 6%; with 100% employer match about $2,937,500 at 4% or $1,958,333 at 6%.
200712$0$0-
JOHN W. ROBERTS, M.D. DEFINED BENEFIT PENSION PLAN-2---
200623$143,999$143,999$48,000iApproximate average salary by contribution assumption: employee only about $1,199,992 at 4% or $799,994 at 6%; with 50% employer match about $799,994 at 4% or $533,330 at 6%; with 100% employer match about $599,996 at 4% or $399,997 at 6%.
JOHN W. ROBERTS M.D. DEFINED BENEFIT PENSION PLAN-1$143,999$143,999$143,999iApproximate average salary by contribution assumption: employee only about $3,599,975 at 4% or $2,399,983 at 6%; with 50% employer match about $2,399,983 at 4% or $1,599,989 at 6%; with 100% employer match about $1,799,988 at 4% or $1,199,992 at 6%.
John W. Roberts, M.D. Profit Sharing Plan-3---
200513$677,319$53,239$17,746iApproximate average salary by contribution assumption: employee only about $443,658 at 4% or $295,772 at 6%; with 50% employer match about $295,772 at 4% or $197,181 at 6%; with 100% employer match about $221,829 at 4% or $147,886 at 6%.
John W. Roberts, M.D. Profit Sharing Plan-3$677,319$53,239$17,746iApproximate average salary by contribution assumption: employee only about $443,658 at 4% or $295,772 at 6%; with 50% employer match about $295,772 at 4% or $197,181 at 6%; with 100% employer match about $221,829 at 4% or $147,886 at 6%.
200412$594,690$49,138$24,569iApproximate average salary by contribution assumption: employee only about $614,225 at 4% or $409,483 at 6%; with 50% employer match about $409,483 at 4% or $272,989 at 6%; with 100% employer match about $307,113 at 4% or $204,742 at 6%.
John W. Roberts, M.D. Profit Sharing Plan-2$594,690$49,138$24,569iApproximate average salary by contribution assumption: employee only about $614,225 at 4% or $409,483 at 6%; with 50% employer match about $409,483 at 4% or $272,989 at 6%; with 100% employer match about $307,113 at 4% or $204,742 at 6%.
200312$538,319$47,663$23,832iApproximate average salary by contribution assumption: employee only about $595,788 at 4% or $397,192 at 6%; with 50% employer match about $397,192 at 4% or $264,794 at 6%; with 100% employer match about $297,894 at 4% or $198,596 at 6%.
John W. Roberts, M.D. Profit Sharing Plan-2$538,319$47,663$23,832iApproximate average salary by contribution assumption: employee only about $595,788 at 4% or $397,192 at 6%; with 50% employer match about $397,192 at 4% or $264,794 at 6%; with 100% employer match about $297,894 at 4% or $198,596 at 6%.
200212$388,617$49,776$24,888iApproximate average salary by contribution assumption: employee only about $622,200 at 4% or $414,800 at 6%; with 50% employer match about $414,800 at 4% or $276,533 at 6%; with 100% employer match about $311,100 at 4% or $207,400 at 6%.
John W. Roberts, M.D. Profit Sharing Plan-2$388,617$49,776$24,888iApproximate average salary by contribution assumption: employee only about $622,200 at 4% or $414,800 at 6%; with 50% employer match about $414,800 at 4% or $276,533 at 6%; with 100% employer match about $311,100 at 4% or $207,400 at 6%.
200112$0$0-
John W. Roberts, M.D. Profit Sharing Plan-2---
200012$470,350$33,060$16,530iApproximate average salary by contribution assumption: employee only about $413,250 at 4% or $275,500 at 6%; with 50% employer match about $275,500 at 4% or $183,667 at 6%; with 100% employer match about $206,625 at 4% or $137,750 at 6%.
John W. Roberts, M.D. Profit Sharing Plan-2$470,350$33,060$16,530iApproximate average salary by contribution assumption: employee only about $413,250 at 4% or $275,500 at 6%; with 50% employer match about $275,500 at 4% or $183,667 at 6%; with 100% employer match about $206,625 at 4% or $137,750 at 6%.
199912$668,110$28,963$14,482iApproximate average salary by contribution assumption: employee only about $362,038 at 4% or $241,358 at 6%; with 50% employer match about $241,358 at 4% or $160,906 at 6%; with 100% employer match about $181,019 at 4% or $120,679 at 6%.
John W. Roberts, M.D. Profit Sharing Plan-2$668,110$28,963$14,482iApproximate average salary by contribution assumption: employee only about $362,038 at 4% or $241,358 at 6%; with 50% employer match about $241,358 at 4% or $160,906 at 6%; with 100% employer match about $181,019 at 4% or $120,679 at 6%.