Robert S. Oliver, D.D.S. Inc.
Plan context: Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan
EIN 81-0968543 • Sebastopol, CA • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,759,051
2024 Contributions
$1,578,736
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 7 | $3,759,051 | $1,578,736 | $225,534iApproximate average salary by contribution assumption: employee only about $5,638,343 at 4% or $3,758,895 at 6%; with 50% employer match about $3,758,895 at 4% or $2,505,930 at 6%; with 100% employer match about $2,819,171 at 4% or $1,879,448 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 7 | $3,759,051 | $1,578,736 | $225,534iApproximate average salary by contribution assumption: employee only about $5,638,343 at 4% or $3,758,895 at 6%; with 50% employer match about $3,758,895 at 4% or $2,505,930 at 6%; with 100% employer match about $2,819,171 at 4% or $1,879,448 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 9 | $3,356,091 | $165,735 | $18,415iApproximate average salary by contribution assumption: employee only about $460,375 at 4% or $306,917 at 6%; with 50% employer match about $306,917 at 4% or $204,611 at 6%; with 100% employer match about $230,188 at 4% or $153,458 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 8 | $1,897,047 | $131,735 | $16,467iApproximate average salary by contribution assumption: employee only about $411,672 at 4% or $274,448 at 6%; with 50% employer match about $274,448 at 4% or $182,965 at 6%; with 100% employer match about $205,836 at 4% or $137,224 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 9 | $1,459,044 | $34,000 | $3,778iApproximate average salary by contribution assumption: employee only about $94,444 at 4% or $62,963 at 6%; with 50% employer match about $62,963 at 4% or $41,975 at 6%; with 100% employer match about $47,222 at 4% or $31,481 at 6%. |
| 2022 | 2 | 10 | $3,226,337 | $295,322 | $29,532iApproximate average salary by contribution assumption: employee only about $738,305 at 4% or $492,203 at 6%; with 50% employer match about $492,203 at 4% or $328,136 at 6%; with 100% employer match about $369,153 at 4% or $246,102 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 8 | $1,953,150 | $115,322 | $14,415iApproximate average salary by contribution assumption: employee only about $360,381 at 4% or $240,254 at 6%; with 50% employer match about $240,254 at 4% or $160,169 at 6%; with 100% employer match about $180,191 at 4% or $120,127 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 10 | $1,273,187 | $180,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2021 | 2 | 11 | $3,271,609 | $288,655 | $26,241iApproximate average salary by contribution assumption: employee only about $656,034 at 4% or $437,356 at 6%; with 50% employer match about $437,356 at 4% or $291,571 at 6%; with 100% employer match about $328,017 at 4% or $218,678 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 10 | $2,033,075 | $108,655 | $10,866iApproximate average salary by contribution assumption: employee only about $271,638 at 4% or $181,092 at 6%; with 50% employer match about $181,092 at 4% or $120,728 at 6%; with 100% employer match about $135,819 at 4% or $90,546 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 11 | $1,238,534 | $180,000 | $16,364iApproximate average salary by contribution assumption: employee only about $409,091 at 4% or $272,727 at 6%; with 50% employer match about $272,727 at 4% or $181,818 at 6%; with 100% employer match about $204,545 at 4% or $136,364 at 6%. |
| 2020 | 2 | 10 | $2,703,800 | $270,952 | $27,095iApproximate average salary by contribution assumption: employee only about $677,380 at 4% or $451,587 at 6%; with 50% employer match about $451,587 at 4% or $301,058 at 6%; with 100% employer match about $338,690 at 4% or $225,793 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 10 | $1,743,102 | $90,952 | $9,095iApproximate average salary by contribution assumption: employee only about $227,380 at 4% or $151,587 at 6%; with 50% employer match about $151,587 at 4% or $101,058 at 6%; with 100% employer match about $113,690 at 4% or $75,793 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 10 | $960,698 | $180,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2019 | 2 | 9 | $2,209,626 | $266,271 | $29,586iApproximate average salary by contribution assumption: employee only about $739,642 at 4% or $493,094 at 6%; with 50% employer match about $493,094 at 4% or $328,730 at 6%; with 100% employer match about $369,821 at 4% or $246,547 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 9 | $1,520,804 | $86,271 | $9,586iApproximate average salary by contribution assumption: employee only about $239,642 at 4% or $159,761 at 6%; with 50% employer match about $159,761 at 4% or $106,507 at 6%; with 100% employer match about $119,821 at 4% or $79,881 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 9 | $688,822 | $180,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2018 | 2 | 9 | $1,695,503 | $270,994 | $30,110iApproximate average salary by contribution assumption: employee only about $752,761 at 4% or $501,841 at 6%; with 50% employer match about $501,841 at 4% or $334,560 at 6%; with 100% employer match about $376,381 at 4% or $250,920 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 9 | $1,264,046 | $130,994 | $14,555iApproximate average salary by contribution assumption: employee only about $363,872 at 4% or $242,581 at 6%; with 50% employer match about $242,581 at 4% or $161,721 at 6%; with 100% employer match about $181,936 at 4% or $121,291 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 9 | $431,457 | $140,000 | $15,556iApproximate average salary by contribution assumption: employee only about $388,889 at 4% or $259,259 at 6%; with 50% employer match about $259,259 at 4% or $172,840 at 6%; with 100% employer match about $194,444 at 4% or $129,630 at 6%. |
| 2017 | 2 | 8 | $1,480,460 | $220,295 | $27,537iApproximate average salary by contribution assumption: employee only about $688,422 at 4% or $458,948 at 6%; with 50% employer match about $458,948 at 4% or $305,965 at 6%; with 100% employer match about $344,211 at 4% or $229,474 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 8 | $1,173,911 | $80,295 | $10,037iApproximate average salary by contribution assumption: employee only about $250,922 at 4% or $167,281 at 6%; with 50% employer match about $167,281 at 4% or $111,521 at 6%; with 100% employer match about $125,461 at 4% or $83,641 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 7 | $306,549 | $140,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2016 | 2 | 8 | $1,095,681 | $229,343 | $28,668iApproximate average salary by contribution assumption: employee only about $716,697 at 4% or $477,798 at 6%; with 50% employer match about $477,798 at 4% or $318,532 at 6%; with 100% employer match about $358,348 at 4% or $238,899 at 6%. |
| Robert S. Oliver, D. D. S. Inc. 401(K) Profit Sharing Plan | - | 8 | $954,557 | $89,343 | $11,168iApproximate average salary by contribution assumption: employee only about $279,197 at 4% or $186,131 at 6%; with 50% employer match about $186,131 at 4% or $124,088 at 6%; with 100% employer match about $139,598 at 4% or $93,066 at 6%. |
| Robert S. Oliver, D. D. S. Inc. Cash Balance Plan | - | 8 | $141,124 | $140,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |