Civic Intelligence

Tom M. Robertson, D.D.S.

Plan context: Tom M. Robertson, D.D.S. 401(K) Plan

EIN 76-0327179 • Houston, TX • 10 filings • 1 plans

12727 Kimberly LaneSuite 203Houston, TX 77024
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$990,722

2019 Contributions

$71,666

Historical Graphs

Total Assets Over Time

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

$990,722$495,361$0201020152019YearValue
$990,722Latest year 2019

Participants Over Time

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

740201020152019YearValue
7Latest year 2019

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
201917$990,722$71,666$10,238iApproximate average salary by contribution assumption: employee only about $255,950 at 4% or $170,633 at 6%; with 50% employer match about $170,633 at 4% or $113,756 at 6%; with 100% employer match about $127,975 at 4% or $85,317 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-7$990,722$71,666$10,238iApproximate average salary by contribution assumption: employee only about $255,950 at 4% or $170,633 at 6%; with 50% employer match about $170,633 at 4% or $113,756 at 6%; with 100% employer match about $127,975 at 4% or $85,317 at 6%.
201817$765,334$75,952$10,850iApproximate average salary by contribution assumption: employee only about $271,257 at 4% or $180,838 at 6%; with 50% employer match about $180,838 at 4% or $120,559 at 6%; with 100% employer match about $135,629 at 4% or $90,419 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-7$765,334$75,952$10,850iApproximate average salary by contribution assumption: employee only about $271,257 at 4% or $180,838 at 6%; with 50% employer match about $180,838 at 4% or $120,559 at 6%; with 100% employer match about $135,629 at 4% or $90,419 at 6%.
201717$758,036$68,516$9,788iApproximate average salary by contribution assumption: employee only about $244,700 at 4% or $163,133 at 6%; with 50% employer match about $163,133 at 4% or $108,756 at 6%; with 100% employer match about $122,350 at 4% or $81,567 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-7$758,036$68,516$9,788iApproximate average salary by contribution assumption: employee only about $244,700 at 4% or $163,133 at 6%; with 50% employer match about $163,133 at 4% or $108,756 at 6%; with 100% employer match about $122,350 at 4% or $81,567 at 6%.
201616$586,653$65,982$10,997iApproximate average salary by contribution assumption: employee only about $274,925 at 4% or $183,283 at 6%; with 50% employer match about $183,283 at 4% or $122,189 at 6%; with 100% employer match about $137,463 at 4% or $91,642 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-6$586,653$65,982$10,997iApproximate average salary by contribution assumption: employee only about $274,925 at 4% or $183,283 at 6%; with 50% employer match about $183,283 at 4% or $122,189 at 6%; with 100% employer match about $137,463 at 4% or $91,642 at 6%.
201516$497,796$76,417$12,736iApproximate average salary by contribution assumption: employee only about $318,404 at 4% or $212,269 at 6%; with 50% employer match about $212,269 at 4% or $141,513 at 6%; with 100% employer match about $159,202 at 4% or $106,135 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-6$497,796$76,417$12,736iApproximate average salary by contribution assumption: employee only about $318,404 at 4% or $212,269 at 6%; with 50% employer match about $212,269 at 4% or $141,513 at 6%; with 100% employer match about $159,202 at 4% or $106,135 at 6%.
201417$473,291$70,599$10,086iApproximate average salary by contribution assumption: employee only about $252,139 at 4% or $168,093 at 6%; with 50% employer match about $168,093 at 4% or $112,062 at 6%; with 100% employer match about $126,070 at 4% or $84,046 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-7$473,291$70,599$10,086iApproximate average salary by contribution assumption: employee only about $252,139 at 4% or $168,093 at 6%; with 50% employer match about $168,093 at 4% or $112,062 at 6%; with 100% employer match about $126,070 at 4% or $84,046 at 6%.
201316$385,435$83,154$13,859iApproximate average salary by contribution assumption: employee only about $346,475 at 4% or $230,983 at 6%; with 50% employer match about $230,983 at 4% or $153,989 at 6%; with 100% employer match about $173,238 at 4% or $115,492 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-6$385,435$83,154$13,859iApproximate average salary by contribution assumption: employee only about $346,475 at 4% or $230,983 at 6%; with 50% employer match about $230,983 at 4% or $153,989 at 6%; with 100% employer match about $173,238 at 4% or $115,492 at 6%.
201217$281,924$113,941$16,277iApproximate average salary by contribution assumption: employee only about $406,932 at 4% or $271,288 at 6%; with 50% employer match about $271,288 at 4% or $180,859 at 6%; with 100% employer match about $203,466 at 4% or $135,644 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-7$281,924$113,941$16,277iApproximate average salary by contribution assumption: employee only about $406,932 at 4% or $271,288 at 6%; with 50% employer match about $271,288 at 4% or $180,859 at 6%; with 100% employer match about $203,466 at 4% or $135,644 at 6%.
201117$167,983$76,088$10,870iApproximate average salary by contribution assumption: employee only about $271,743 at 4% or $181,162 at 6%; with 50% employer match about $181,162 at 4% or $120,775 at 6%; with 100% employer match about $135,871 at 4% or $90,581 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-7$167,983$76,088$10,870iApproximate average salary by contribution assumption: employee only about $271,743 at 4% or $181,162 at 6%; with 50% employer match about $181,162 at 4% or $120,775 at 6%; with 100% employer match about $135,871 at 4% or $90,581 at 6%.
201017$96,863$88,835$12,691iApproximate average salary by contribution assumption: employee only about $317,268 at 4% or $211,512 at 6%; with 50% employer match about $211,512 at 4% or $141,008 at 6%; with 100% employer match about $158,634 at 4% or $105,756 at 6%.
Tom M. Robertson, D.D.S. 401(K) Plan-7$96,863$88,835$12,691iApproximate average salary by contribution assumption: employee only about $317,268 at 4% or $211,512 at 6%; with 50% employer match about $211,512 at 4% or $141,008 at 6%; with 100% employer match about $158,634 at 4% or $105,756 at 6%.