Civic Intelligence

Robert G. Allen, D.D.S.

Plan context: ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN

EIN 68-0329874 • Petaulma, CA • 34 filings • 5 plans

1015 Phillips AvenuePetaulma, CA 94952
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$4,586,483

2014 Contributions

$97,500

Historical Graphs

Total Assets Over Time

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

$5,180,501$2,590,251$0199920072014YearValue
$4,586,483Latest year 2014

Participants Over Time

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

840199920072014YearValue
2Latest year 2014

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
201432$4,586,483$97,500$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN-2$1,895,223$0-
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-2$1,615,506$97,500$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-2$1,075,754$0-
201338$5,180,501$573,504$71,688iApproximate average salary by contribution assumption: employee only about $1,792,200 at 4% or $1,194,800 at 6%; with 50% employer match about $1,194,800 at 4% or $796,533 at 6%; with 100% employer match about $896,100 at 4% or $597,400 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$2,058,717$73,504$9,188iApproximate average salary by contribution assumption: employee only about $229,700 at 4% or $153,133 at 6%; with 50% employer match about $153,133 at 4% or $102,089 at 6%; with 100% employer match about $114,850 at 4% or $76,567 at 6%.
ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN-8$1,883,684$500,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$1,238,100$0-
201238$4,354,534$311,107$38,888iApproximate average salary by contribution assumption: employee only about $972,209 at 4% or $648,140 at 6%; with 50% employer match about $648,140 at 4% or $432,093 at 6%; with 100% employer match about $486,105 at 4% or $324,070 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$1,880,572$86,107$10,763iApproximate average salary by contribution assumption: employee only about $269,084 at 4% or $179,390 at 6%; with 50% employer match about $179,390 at 4% or $119,593 at 6%; with 100% employer match about $134,542 at 4% or $89,695 at 6%.
ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN-8$1,310,852$225,000$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$1,163,110$0-
201138$3,674,749$300,506$37,563iApproximate average salary by contribution assumption: employee only about $939,081 at 4% or $626,054 at 6%; with 50% employer match about $626,054 at 4% or $417,369 at 6%; with 100% employer match about $469,541 at 4% or $313,027 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$1,639,713$75,506$9,438iApproximate average salary by contribution assumption: employee only about $235,956 at 4% or $157,304 at 6%; with 50% employer match about $157,304 at 4% or $104,869 at 6%; with 100% employer match about $117,978 at 4% or $78,652 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$1,049,196$0-
ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN-8$985,840$225,000$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
201038$3,388,992$302,873$37,859iApproximate average salary by contribution assumption: employee only about $946,478 at 4% or $630,985 at 6%; with 50% employer match about $630,985 at 4% or $420,657 at 6%; with 100% employer match about $473,239 at 4% or $315,493 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$1,572,827$77,873$9,734iApproximate average salary by contribution assumption: employee only about $243,353 at 4% or $162,235 at 6%; with 50% employer match about $162,235 at 4% or $108,157 at 6%; with 100% employer match about $121,677 at 4% or $81,118 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-8$1,048,717$0-
ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN-8$767,448$225,000$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
200938$2,737,970$309,452$38,682iApproximate average salary by contribution assumption: employee only about $967,038 at 4% or $644,692 at 6%; with 50% employer match about $644,692 at 4% or $429,794 at 6%; with 100% employer match about $483,519 at 4% or $322,346 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$1,321,970$77,170$9,646iApproximate average salary by contribution assumption: employee only about $241,156 at 4% or $160,771 at 6%; with 50% employer match about $160,771 at 4% or $107,181 at 6%; with 100% employer match about $120,578 at 4% or $80,385 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$940,054$0-
ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN-8$475,946$232,282$29,035iApproximate average salary by contribution assumption: employee only about $725,881 at 4% or $483,921 at 6%; with 50% employer match about $483,921 at 4% or $322,614 at 6%; with 100% employer match about $362,941 at 4% or $241,960 at 6%.
200838$1,921,011$256,545$32,068iApproximate average salary by contribution assumption: employee only about $801,703 at 4% or $534,469 at 6%; with 50% employer match about $534,469 at 4% or $356,313 at 6%; with 100% employer match about $400,852 at 4% or $267,234 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$982,737$78,552$9,819iApproximate average salary by contribution assumption: employee only about $245,475 at 4% or $163,650 at 6%; with 50% employer match about $163,650 at 4% or $109,100 at 6%; with 100% employer match about $122,738 at 4% or $81,825 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$760,073--
ROBERT G. ALLEN D.D.S., CASH BALANCE PLAN-8$178,201$177,993$22,249iApproximate average salary by contribution assumption: employee only about $556,228 at 4% or $370,819 at 6%; with 50% employer match about $370,819 at 4% or $247,213 at 6%; with 100% employer match about $278,114 at 4% or $185,409 at 6%.
200728$2,203,290$283,998$35,500iApproximate average salary by contribution assumption: employee only about $887,494 at 4% or $591,663 at 6%; with 50% employer match about $591,663 at 4% or $394,442 at 6%; with 100% employer match about $443,747 at 4% or $295,831 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$1,239,080$63,673$7,959iApproximate average salary by contribution assumption: employee only about $198,978 at 4% or $132,652 at 6%; with 50% employer match about $132,652 at 4% or $88,435 at 6%; with 100% employer match about $99,489 at 4% or $66,326 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$964,210$220,325$31,475iApproximate average salary by contribution assumption: employee only about $786,875 at 4% or $524,583 at 6%; with 50% employer match about $524,583 at 4% or $349,722 at 6%; with 100% employer match about $393,438 at 4% or $262,292 at 6%.
200628$1,934,067$276,839$34,605iApproximate average salary by contribution assumption: employee only about $865,122 at 4% or $576,748 at 6%; with 50% employer match about $576,748 at 4% or $384,499 at 6%; with 100% employer match about $432,561 at 4% or $288,374 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-8$1,191,643$56,354$7,044iApproximate average salary by contribution assumption: employee only about $176,106 at 4% or $117,404 at 6%; with 50% employer match about $117,404 at 4% or $78,269 at 6%; with 100% employer match about $88,053 at 4% or $58,702 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$742,424$220,485$31,498iApproximate average salary by contribution assumption: employee only about $787,446 at 4% or $524,964 at 6%; with 50% employer match about $524,964 at 4% or $349,976 at 6%; with 100% employer match about $393,723 at 4% or $262,482 at 6%.
200527$1,488,724$276,312$39,473iApproximate average salary by contribution assumption: employee only about $986,829 at 4% or $657,886 at 6%; with 50% employer match about $657,886 at 4% or $438,590 at 6%; with 100% employer match about $493,414 at 4% or $328,943 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-7$1,023,563$53,800$7,686iApproximate average salary by contribution assumption: employee only about $192,143 at 4% or $128,095 at 6%; with 50% employer match about $128,095 at 4% or $85,397 at 6%; with 100% employer match about $96,071 at 4% or $64,048 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$465,161$222,512$31,787iApproximate average salary by contribution assumption: employee only about $794,686 at 4% or $529,790 at 6%; with 50% employer match about $529,790 at 4% or $353,194 at 6%; with 100% employer match about $397,343 at 4% or $264,895 at 6%.
200427$1,208,161$263,279$37,611iApproximate average salary by contribution assumption: employee only about $940,282 at 4% or $626,855 at 6%; with 50% employer match about $626,855 at 4% or $417,903 at 6%; with 100% employer match about $470,141 at 4% or $313,427 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-7$988,382$43,500$6,214iApproximate average salary by contribution assumption: employee only about $155,357 at 4% or $103,571 at 6%; with 50% employer match about $103,571 at 4% or $69,048 at 6%; with 100% employer match about $77,679 at 4% or $51,786 at 6%.
ROBERT G. ALLEN D.D.S., DEFINED BENEIFT PLAN-7$219,779$219,779$31,397iApproximate average salary by contribution assumption: employee only about $784,925 at 4% or $523,283 at 6%; with 50% employer match about $523,283 at 4% or $348,856 at 6%; with 100% employer match about $392,463 at 4% or $261,642 at 6%.
200317$884,719$78,849$11,264iApproximate average salary by contribution assumption: employee only about $281,604 at 4% or $187,736 at 6%; with 50% employer match about $187,736 at 4% or $125,157 at 6%; with 100% employer match about $140,802 at 4% or $93,868 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-7$884,719$78,849$11,264iApproximate average salary by contribution assumption: employee only about $281,604 at 4% or $187,736 at 6%; with 50% employer match about $187,736 at 4% or $125,157 at 6%; with 100% employer match about $140,802 at 4% or $93,868 at 6%.
200216$689,425$63,894$10,649iApproximate average salary by contribution assumption: employee only about $266,225 at 4% or $177,483 at 6%; with 50% employer match about $177,483 at 4% or $118,322 at 6%; with 100% employer match about $133,113 at 4% or $88,742 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-6$689,425$63,894$10,649iApproximate average salary by contribution assumption: employee only about $266,225 at 4% or $177,483 at 6%; with 50% employer match about $177,483 at 4% or $118,322 at 6%; with 100% employer match about $133,113 at 4% or $88,742 at 6%.
200116$783,215$49,540$8,257iApproximate average salary by contribution assumption: employee only about $206,417 at 4% or $137,611 at 6%; with 50% employer match about $137,611 at 4% or $91,741 at 6%; with 100% employer match about $103,208 at 4% or $68,806 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-6$783,215$49,540$8,257iApproximate average salary by contribution assumption: employee only about $206,417 at 4% or $137,611 at 6%; with 50% employer match about $137,611 at 4% or $91,741 at 6%; with 100% employer match about $103,208 at 4% or $68,806 at 6%.
200016$736,123$51,510$8,585iApproximate average salary by contribution assumption: employee only about $214,625 at 4% or $143,083 at 6%; with 50% employer match about $143,083 at 4% or $95,389 at 6%; with 100% employer match about $107,313 at 4% or $71,542 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-6$736,123$51,510$8,585iApproximate average salary by contribution assumption: employee only about $214,625 at 4% or $143,083 at 6%; with 50% employer match about $143,083 at 4% or $95,389 at 6%; with 100% employer match about $107,313 at 4% or $71,542 at 6%.
199917$812,857$46,578$6,654iApproximate average salary by contribution assumption: employee only about $166,350 at 4% or $110,900 at 6%; with 50% employer match about $110,900 at 4% or $73,933 at 6%; with 100% employer match about $83,175 at 4% or $55,450 at 6%.
Robert G. Allen, D.D.S. 401A4 Profit Sharing Plan-7$812,857$46,578$6,654iApproximate average salary by contribution assumption: employee only about $166,350 at 4% or $110,900 at 6%; with 50% employer match about $110,900 at 4% or $73,933 at 6%; with 100% employer match about $83,175 at 4% or $55,450 at 6%.