Civic Intelligence

JERRY ROBERTSON, DDS, PC

Plan context: JERRY ROBERTSON, DDS PC 401(K) PLAN

EIN 73-1587780 • Tulsa, OK • 16 filings • 5 plans

9224 S Toledo CTTulsa, OK 74137
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,444,157

2025 Contributions

$64,791

Historical Graphs

Total Assets Over Time

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

$2,444,157$1,222,079$0200920182025YearValue
$2,444,157Latest year 2025

Participants Over Time

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

840200920182025YearValue
7Latest year 2025

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
202517$2,444,157$64,791$9,256iApproximate average salary by contribution assumption: employee only about $231,396 at 4% or $154,264 at 6%; with 50% employer match about $154,264 at 4% or $102,843 at 6%; with 100% employer match about $115,698 at 4% or $77,132 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-7$2,444,157$64,791$9,256iApproximate average salary by contribution assumption: employee only about $231,396 at 4% or $154,264 at 6%; with 50% employer match about $154,264 at 4% or $102,843 at 6%; with 100% employer match about $115,698 at 4% or $77,132 at 6%.
202417$2,036,145$72,750$10,393iApproximate average salary by contribution assumption: employee only about $259,821 at 4% or $173,214 at 6%; with 50% employer match about $173,214 at 4% or $115,476 at 6%; with 100% employer match about $129,911 at 4% or $86,607 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-7$2,036,145$72,750$10,393iApproximate average salary by contribution assumption: employee only about $259,821 at 4% or $173,214 at 6%; with 50% employer match about $173,214 at 4% or $115,476 at 6%; with 100% employer match about $129,911 at 4% or $86,607 at 6%.
202318$1,739,073$66,892$8,362iApproximate average salary by contribution assumption: employee only about $209,038 at 4% or $139,358 at 6%; with 50% employer match about $139,358 at 4% or $92,906 at 6%; with 100% employer match about $104,519 at 4% or $69,679 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-8$1,739,073$66,892$8,362iApproximate average salary by contribution assumption: employee only about $209,038 at 4% or $139,358 at 6%; with 50% employer match about $139,358 at 4% or $92,906 at 6%; with 100% employer match about $104,519 at 4% or $69,679 at 6%.
202218$1,408,949$81,127$10,141iApproximate average salary by contribution assumption: employee only about $253,522 at 4% or $169,015 at 6%; with 50% employer match about $169,015 at 4% or $112,676 at 6%; with 100% employer match about $126,761 at 4% or $84,507 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-8$1,408,949$81,127$10,141iApproximate average salary by contribution assumption: employee only about $253,522 at 4% or $169,015 at 6%; with 50% employer match about $169,015 at 4% or $112,676 at 6%; with 100% employer match about $126,761 at 4% or $84,507 at 6%.
202118$1,623,316$75,868$9,484iApproximate average salary by contribution assumption: employee only about $237,088 at 4% or $158,058 at 6%; with 50% employer match about $158,058 at 4% or $105,372 at 6%; with 100% employer match about $118,544 at 4% or $79,029 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-8$1,623,316$75,868$9,484iApproximate average salary by contribution assumption: employee only about $237,088 at 4% or $158,058 at 6%; with 50% employer match about $158,058 at 4% or $105,372 at 6%; with 100% employer match about $118,544 at 4% or $79,029 at 6%.
202018$1,341,580$91,178$11,397iApproximate average salary by contribution assumption: employee only about $284,931 at 4% or $189,954 at 6%; with 50% employer match about $189,954 at 4% or $126,636 at 6%; with 100% employer match about $142,466 at 4% or $94,977 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-8$1,341,580$91,178$11,397iApproximate average salary by contribution assumption: employee only about $284,931 at 4% or $189,954 at 6%; with 50% employer match about $189,954 at 4% or $126,636 at 6%; with 100% employer match about $142,466 at 4% or $94,977 at 6%.
201918$1,152,176$100,980$12,623iApproximate average salary by contribution assumption: employee only about $315,563 at 4% or $210,375 at 6%; with 50% employer match about $210,375 at 4% or $140,250 at 6%; with 100% employer match about $157,781 at 4% or $105,188 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-8$1,152,176$100,980$12,623iApproximate average salary by contribution assumption: employee only about $315,563 at 4% or $210,375 at 6%; with 50% employer match about $210,375 at 4% or $140,250 at 6%; with 100% employer match about $157,781 at 4% or $105,188 at 6%.
201815$860,210$54,116$10,823iApproximate average salary by contribution assumption: employee only about $270,580 at 4% or $180,387 at 6%; with 50% employer match about $180,387 at 4% or $120,258 at 6%; with 100% employer match about $135,290 at 4% or $90,193 at 6%.
JERRY ROBERTSON, DDS PC 401(K) PLAN-5$860,210$54,116$10,823iApproximate average salary by contribution assumption: employee only about $270,580 at 4% or $180,387 at 6%; with 50% employer match about $180,387 at 4% or $120,258 at 6%; with 100% employer match about $135,290 at 4% or $90,193 at 6%.
201715$892,817$37,435$7,487iApproximate average salary by contribution assumption: employee only about $187,175 at 4% or $124,783 at 6%; with 50% employer match about $124,783 at 4% or $83,189 at 6%; with 100% employer match about $93,588 at 4% or $62,392 at 6%.
JERRY ROBERTSON, DDS, PC 401(K) PLAN-5$892,817$37,435$7,487iApproximate average salary by contribution assumption: employee only about $187,175 at 4% or $124,783 at 6%; with 50% employer match about $124,783 at 4% or $83,189 at 6%; with 100% employer match about $93,588 at 4% or $62,392 at 6%.
201615$732,717$36,321$7,264iApproximate average salary by contribution assumption: employee only about $181,605 at 4% or $121,070 at 6%; with 50% employer match about $121,070 at 4% or $80,713 at 6%; with 100% employer match about $90,803 at 4% or $60,535 at 6%.
JERRY ROBERTSON, DDS, PC 401(K) PLAN-5$732,717$36,321$7,264iApproximate average salary by contribution assumption: employee only about $181,605 at 4% or $121,070 at 6%; with 50% employer match about $121,070 at 4% or $80,713 at 6%; with 100% employer match about $90,803 at 4% or $60,535 at 6%.
201516$609,521$39,805$6,634iApproximate average salary by contribution assumption: employee only about $165,854 at 4% or $110,569 at 6%; with 50% employer match about $110,569 at 4% or $73,713 at 6%; with 100% employer match about $82,927 at 4% or $55,285 at 6%.
JERRY ROBERTSON, DDS, PC-6$609,521$39,805$6,634iApproximate average salary by contribution assumption: employee only about $165,854 at 4% or $110,569 at 6%; with 50% employer match about $110,569 at 4% or $73,713 at 6%; with 100% employer match about $82,927 at 4% or $55,285 at 6%.
201414$587,506$43,607$10,902iApproximate average salary by contribution assumption: employee only about $272,544 at 4% or $181,696 at 6%; with 50% employer match about $181,696 at 4% or $121,131 at 6%; with 100% employer match about $136,272 at 4% or $90,848 at 6%.
JERRY ROBERTSON, DDS PC-4$587,506$43,607$10,902iApproximate average salary by contribution assumption: employee only about $272,544 at 4% or $181,696 at 6%; with 50% employer match about $181,696 at 4% or $121,131 at 6%; with 100% employer match about $136,272 at 4% or $90,848 at 6%.
201315$519,159$44,026$8,805iApproximate average salary by contribution assumption: employee only about $220,130 at 4% or $146,753 at 6%; with 50% employer match about $146,753 at 4% or $97,836 at 6%; with 100% employer match about $110,065 at 4% or $73,377 at 6%.
JERRY ROBERTSON DDS PC 401(K) PLAN-5$519,159$44,026$8,805iApproximate average salary by contribution assumption: employee only about $220,130 at 4% or $146,753 at 6%; with 50% employer match about $146,753 at 4% or $97,836 at 6%; with 100% employer match about $110,065 at 4% or $73,377 at 6%.
201215$399,707$41,623$8,325iApproximate average salary by contribution assumption: employee only about $208,115 at 4% or $138,743 at 6%; with 50% employer match about $138,743 at 4% or $92,496 at 6%; with 100% employer match about $104,058 at 4% or $69,372 at 6%.
JERRY ROBERTSON DDS PC 401(K) PLAN-5$399,707$41,623$8,325iApproximate average salary by contribution assumption: employee only about $208,115 at 4% or $138,743 at 6%; with 50% employer match about $138,743 at 4% or $92,496 at 6%; with 100% employer match about $104,058 at 4% or $69,372 at 6%.
201115$304,728$54,821$10,964iApproximate average salary by contribution assumption: employee only about $274,105 at 4% or $182,737 at 6%; with 50% employer match about $182,737 at 4% or $121,824 at 6%; with 100% employer match about $137,053 at 4% or $91,368 at 6%.
JERRY ROBERTSON DDS PC 401(K) PLAN-5$304,728$54,821$10,964iApproximate average salary by contribution assumption: employee only about $274,105 at 4% or $182,737 at 6%; with 50% employer match about $182,737 at 4% or $121,824 at 6%; with 100% employer match about $137,053 at 4% or $91,368 at 6%.
200915$172,330$122,354$24,471iApproximate average salary by contribution assumption: employee only about $611,770 at 4% or $407,847 at 6%; with 50% employer match about $407,847 at 4% or $271,898 at 6%; with 100% employer match about $305,885 at 4% or $203,923 at 6%.
JERRY ROBERTSON DDS PC 401(K) PLAN-5$172,330$122,354$24,471iApproximate average salary by contribution assumption: employee only about $611,770 at 4% or $407,847 at 6%; with 50% employer match about $407,847 at 4% or $271,898 at 6%; with 100% employer match about $305,885 at 4% or $203,923 at 6%.