Civic Intelligence

David L. Roberts, Dds, Pa

Plan context: David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan

EIN 75-2933051 • Dallas, TX • 25 filings • 2 plans

7777 Forest Lane Suite C-104Dallas, TX 75230
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$2,491,683

2024 Contributions

$37,437

Historical Graphs

Total Assets Over Time

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

$2,491,683$1,245,842$0201120182024YearValue
$2,491,683Latest year 2024

Participants Over Time

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

27140201020172024YearValue
27Latest 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
2024227$2,491,683$37,437$1,387iApproximate average salary by contribution assumption: employee only about $34,664 at 4% or $23,109 at 6%; with 50% employer match about $23,109 at 4% or $15,406 at 6%; with 100% employer match about $17,332 at 4% or $11,555 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-27$1,762,384$37,437$1,387iApproximate average salary by contribution assumption: employee only about $34,664 at 4% or $23,109 at 6%; with 50% employer match about $23,109 at 4% or $15,406 at 6%; with 100% employer match about $17,332 at 4% or $11,555 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-18$729,299$0-
2023226$2,306,029$105,727$4,066iApproximate average salary by contribution assumption: employee only about $101,661 at 4% or $67,774 at 6%; with 50% employer match about $67,774 at 4% or $45,182 at 6%; with 100% employer match about $50,830 at 4% or $33,887 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-26$1,594,954$105,727$4,066iApproximate average salary by contribution assumption: employee only about $101,661 at 4% or $67,774 at 6%; with 50% employer match about $67,774 at 4% or $45,182 at 6%; with 100% employer match about $50,830 at 4% or $33,887 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-0$711,075$0-
2022227$2,114,961$171,380$6,347iApproximate average salary by contribution assumption: employee only about $158,685 at 4% or $105,790 at 6%; with 50% employer match about $105,790 at 4% or $70,527 at 6%; with 100% employer match about $79,343 at 4% or $52,895 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-27$1,425,998$125,559$4,650iApproximate average salary by contribution assumption: employee only about $116,258 at 4% or $77,506 at 6%; with 50% employer match about $77,506 at 4% or $51,670 at 6%; with 100% employer match about $58,129 at 4% or $38,753 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-16$688,963$45,821$2,864iApproximate average salary by contribution assumption: employee only about $71,595 at 4% or $47,730 at 6%; with 50% employer match about $47,730 at 4% or $31,820 at 6%; with 100% employer match about $35,798 at 4% or $23,865 at 6%.
2021220$2,266,808$134,522$6,726iApproximate average salary by contribution assumption: employee only about $168,153 at 4% or $112,102 at 6%; with 50% employer match about $112,102 at 4% or $74,734 at 6%; with 100% employer match about $84,076 at 4% or $56,051 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-6$1,586,786$84,522$14,087iApproximate average salary by contribution assumption: employee only about $352,175 at 4% or $234,783 at 6%; with 50% employer match about $234,783 at 4% or $156,522 at 6%; with 100% employer match about $176,088 at 4% or $117,392 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-20$680,022$50,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2020219$1,965,267$232,688$12,247iApproximate average salary by contribution assumption: employee only about $306,168 at 4% or $204,112 at 6%; with 50% employer match about $204,112 at 4% or $136,075 at 6%; with 100% employer match about $153,084 at 4% or $102,056 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-6$1,336,030$145,690$24,282iApproximate average salary by contribution assumption: employee only about $607,042 at 4% or $404,694 at 6%; with 50% employer match about $404,694 at 4% or $269,796 at 6%; with 100% employer match about $303,521 at 4% or $202,347 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-19$629,237$86,998$4,579iApproximate average salary by contribution assumption: employee only about $114,471 at 4% or $76,314 at 6%; with 50% employer match about $76,314 at 4% or $50,876 at 6%; with 100% employer match about $57,236 at 4% or $38,157 at 6%.
2019220$1,611,895$157,900$7,895iApproximate average salary by contribution assumption: employee only about $197,375 at 4% or $131,583 at 6%; with 50% employer match about $131,583 at 4% or $87,722 at 6%; with 100% employer match about $98,688 at 4% or $65,792 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-9$1,060,750$42,799$4,755iApproximate average salary by contribution assumption: employee only about $118,886 at 4% or $79,257 at 6%; with 50% employer match about $79,257 at 4% or $52,838 at 6%; with 100% employer match about $59,443 at 4% or $39,629 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-20$551,145$115,101$5,755iApproximate average salary by contribution assumption: employee only about $143,876 at 4% or $95,918 at 6%; with 50% employer match about $95,918 at 4% or $63,945 at 6%; with 100% employer match about $71,938 at 4% or $47,959 at 6%.
2018217$1,267,039$284,716$16,748iApproximate average salary by contribution assumption: employee only about $418,700 at 4% or $279,133 at 6%; with 50% employer match about $279,133 at 4% or $186,089 at 6%; with 100% employer match about $209,350 at 4% or $139,567 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-9$852,880$171,039$19,004iApproximate average salary by contribution assumption: employee only about $475,108 at 4% or $316,739 at 6%; with 50% employer match about $316,739 at 4% or $211,159 at 6%; with 100% employer match about $237,554 at 4% or $158,369 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-17$414,159$113,677$6,687iApproximate average salary by contribution assumption: employee only about $167,172 at 4% or $111,448 at 6%; with 50% employer match about $111,448 at 4% or $74,299 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%.
2017217$1,062,699$229,451$13,497iApproximate average salary by contribution assumption: employee only about $337,428 at 4% or $224,952 at 6%; with 50% employer match about $224,952 at 4% or $149,968 at 6%; with 100% employer match about $168,714 at 4% or $112,476 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-14$752,707$121,360$8,669iApproximate average salary by contribution assumption: employee only about $216,714 at 4% or $144,476 at 6%; with 50% employer match about $144,476 at 4% or $96,317 at 6%; with 100% employer match about $108,357 at 4% or $72,238 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-17$309,992$108,091$6,358iApproximate average salary by contribution assumption: employee only about $158,957 at 4% or $105,972 at 6%; with 50% employer match about $105,972 at 4% or $70,648 at 6%; with 100% employer match about $79,479 at 4% or $52,986 at 6%.
2016218$742,779$146,036$8,113iApproximate average salary by contribution assumption: employee only about $202,828 at 4% or $135,219 at 6%; with 50% employer match about $135,219 at 4% or $90,146 at 6%; with 100% employer match about $101,414 at 4% or $67,609 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-17$551,177$69,869$4,110iApproximate average salary by contribution assumption: employee only about $102,749 at 4% or $68,499 at 6%; with 50% employer match about $68,499 at 4% or $45,666 at 6%; with 100% employer match about $51,374 at 4% or $34,250 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-18$191,602$76,167$4,232iApproximate average salary by contribution assumption: employee only about $105,788 at 4% or $70,525 at 6%; with 50% employer match about $70,525 at 4% or $47,017 at 6%; with 100% employer match about $52,894 at 4% or $35,263 at 6%.
2015215$575,551$197,275$13,152iApproximate average salary by contribution assumption: employee only about $328,792 at 4% or $219,194 at 6%; with 50% employer match about $219,194 at 4% or $146,130 at 6%; with 100% employer match about $164,396 at 4% or $109,597 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-15$460,422$82,146$5,476iApproximate average salary by contribution assumption: employee only about $136,910 at 4% or $91,273 at 6%; with 50% employer match about $91,273 at 4% or $60,849 at 6%; with 100% employer match about $68,455 at 4% or $45,637 at 6%.
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN-15$115,129$115,129$7,675iApproximate average salary by contribution assumption: employee only about $191,882 at 4% or $127,921 at 6%; with 50% employer match about $127,921 at 4% or $85,281 at 6%; with 100% employer match about $95,941 at 4% or $63,961 at 6%.
201417$397,238$84,215$12,031iApproximate average salary by contribution assumption: employee only about $300,768 at 4% or $200,512 at 6%; with 50% employer match about $200,512 at 4% or $133,675 at 6%; with 100% employer match about $150,384 at 4% or $100,256 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-7$397,238$84,215$12,031iApproximate average salary by contribution assumption: employee only about $300,768 at 4% or $200,512 at 6%; with 50% employer match about $200,512 at 4% or $133,675 at 6%; with 100% employer match about $150,384 at 4% or $100,256 at 6%.
201316$305,740$85,571$14,262iApproximate average salary by contribution assumption: employee only about $356,546 at 4% or $237,697 at 6%; with 50% employer match about $237,697 at 4% or $158,465 at 6%; with 100% employer match about $178,273 at 4% or $118,849 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-6$305,740$85,571$14,262iApproximate average salary by contribution assumption: employee only about $356,546 at 4% or $237,697 at 6%; with 50% employer match about $237,697 at 4% or $158,465 at 6%; with 100% employer match about $178,273 at 4% or $118,849 at 6%.
201213$185,815$91,525$30,508iApproximate average salary by contribution assumption: employee only about $762,708 at 4% or $508,472 at 6%; with 50% employer match about $508,472 at 4% or $338,981 at 6%; with 100% employer match about $381,354 at 4% or $254,236 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-3$185,815$91,525$30,508iApproximate average salary by contribution assumption: employee only about $762,708 at 4% or $508,472 at 6%; with 50% employer match about $508,472 at 4% or $338,981 at 6%; with 100% employer match about $381,354 at 4% or $254,236 at 6%.
201114$90,291$89,402$22,351iApproximate average salary by contribution assumption: employee only about $558,763 at 4% or $372,508 at 6%; with 50% employer match about $372,508 at 4% or $248,339 at 6%; with 100% employer match about $279,381 at 4% or $186,254 at 6%.
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-4$90,291$89,402$22,351iApproximate average salary by contribution assumption: employee only about $558,763 at 4% or $372,508 at 6%; with 50% employer match about $372,508 at 4% or $248,339 at 6%; with 100% employer match about $279,381 at 4% or $186,254 at 6%.
201012$0$0-
David L. Roberts, Dds, Pa 401(K) Profit Sharing Plan-2---