Civic Intelligence

Donald B. Robertson, D.D.S. PC.

Plan context: Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust

EIN 86-0267384 • 14 filings • 5 plans

Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$1,671,775

2012 Contributions

$22,450

Historical Graphs

Total Assets Over Time

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

$3,552,110$1,776,055$0199920092011YearValue
$1,671,775Latest year 2011

Participants Over Time

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

950199920062011YearValue
1Latest year 2011

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
201210$0$22,450-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-0-$22,450-
201111$1,671,775$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-1$1,671,775--
201012$1,833,063$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-2$1,833,063--
200922$3,552,110$98,960$49,480iApproximate average salary by contribution assumption: employee only about $1,237,000 at 4% or $824,667 at 6%; with 50% employer match about $824,667 at 4% or $549,778 at 6%; with 100% employer match about $618,500 at 4% or $412,333 at 6%.
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-2$1,801,055$49,480$24,740iApproximate average salary by contribution assumption: employee only about $618,500 at 4% or $412,333 at 6%; with 50% employer match about $412,333 at 4% or $274,889 at 6%; with 100% employer match about $309,250 at 4% or $206,167 at 6%.
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-2$1,751,055$49,480$24,740iApproximate average salary by contribution assumption: employee only about $618,500 at 4% or $412,333 at 6%; with 50% employer match about $412,333 at 4% or $274,889 at 6%; with 100% employer match about $309,250 at 4% or $206,167 at 6%.
200812$0$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-2---
200712$0$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-2---
200612$0$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-2---
200512$2,564,082$64,243$32,122iApproximate average salary by contribution assumption: employee only about $803,038 at 4% or $535,358 at 6%; with 50% employer match about $535,358 at 4% or $356,906 at 6%; with 100% employer match about $401,519 at 4% or $267,679 at 6%.
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-2$2,564,082$64,243$32,122iApproximate average salary by contribution assumption: employee only about $803,038 at 4% or $535,358 at 6%; with 50% employer match about $535,358 at 4% or $356,906 at 6%; with 100% employer match about $401,519 at 4% or $267,679 at 6%.
200417$2,353,662$59,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-7$2,353,662$59,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
200317$0$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-7---
200219$0$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-9---
200019$0$0-
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-9---
199918$1,147,682$37,116$4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,325 at 6%; with 50% employer match about $77,325 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%.
Donald B. Robertson, D.D.S. PC. Employees Profit Sharing Plan and Trust-8$1,147,682$37,116$4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,325 at 6%; with 50% employer match about $77,325 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%.