Civic Intelligence

Don C. Robertson, D.D.S. PC.

Plan context: DON C ROBERTSON DDS PC 401K PROFIT SHARING PLAN

EIN 86-0803896 • Glendale, AZ • 15 filings • 2 plans

7302 W Grovers AveGlendale, AZ 85308
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$368,866

2011 Contributions

$81,556

Historical Graphs

Total Assets Over Time

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

$1,921,804$960,902$0199920062011YearValue
$368,866Latest year 2011

Participants Over Time

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

630199920052011YearValue
2Latest 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
201112$368,866$0-
DON C ROBERTSON DDS PC 401K PROFIT SHARING PLAN-2$368,866--
201015$380,732$81,556$16,311iApproximate average salary by contribution assumption: employee only about $407,780 at 4% or $271,853 at 6%; with 50% employer match about $271,853 at 4% or $181,236 at 6%; with 100% employer match about $203,890 at 4% or $135,927 at 6%.
DON C ROBERTSON DDS PC 401K PROFIT SHARING PLAN-5$380,732$81,556$16,311iApproximate average salary by contribution assumption: employee only about $407,780 at 4% or $271,853 at 6%; with 50% employer match about $271,853 at 4% or $181,236 at 6%; with 100% employer match about $203,890 at 4% or $135,927 at 6%.
200916$272,248$85,023$14,171iApproximate average salary by contribution assumption: employee only about $354,263 at 4% or $236,175 at 6%; with 50% employer match about $236,175 at 4% or $157,450 at 6%; with 100% employer match about $177,131 at 4% or $118,088 at 6%.
DON C ROBERTSON DDS PC 401K PROFIT SHARING PLAN-6$272,248$85,023$14,171iApproximate average salary by contribution assumption: employee only about $354,263 at 4% or $236,175 at 6%; with 50% employer match about $236,175 at 4% or $157,450 at 6%; with 100% employer match about $177,131 at 4% or $118,088 at 6%.
200825$17,771$0-
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-0$17,771--
DON C ROBERTSON DDS PC 401K PROFIT SHARING PLAN-5---
200726$0$0-
DON C ROBERTSON DDS PC 401K PROFIT SHARING PLAN-6---
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-2---
200612$1,921,804$0-
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-2$1,921,804--
200513$1,703,527$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-3$1,703,527$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200413$1,444,595$207,271$69,090iApproximate average salary by contribution assumption: employee only about $1,727,258 at 4% or $1,151,506 at 6%; with 50% employer match about $1,151,506 at 4% or $767,670 at 6%; with 100% employer match about $863,629 at 4% or $575,753 at 6%.
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-3$1,444,595$207,271$69,090iApproximate average salary by contribution assumption: employee only about $1,727,258 at 4% or $1,151,506 at 6%; with 50% employer match about $1,151,506 at 4% or $767,670 at 6%; with 100% employer match about $863,629 at 4% or $575,753 at 6%.
200314$0$0-
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-4---
200213$831,653$183,678$61,226iApproximate average salary by contribution assumption: employee only about $1,530,650 at 4% or $1,020,433 at 6%; with 50% employer match about $1,020,433 at 4% or $680,289 at 6%; with 100% employer match about $765,325 at 4% or $510,217 at 6%.
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-3$831,653$183,678$61,226iApproximate average salary by contribution assumption: employee only about $1,530,650 at 4% or $1,020,433 at 6%; with 50% employer match about $1,020,433 at 4% or $680,289 at 6%; with 100% employer match about $765,325 at 4% or $510,217 at 6%.
200113$0$0-
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-3---
200012$0$0-
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-2---
199912$433,147$167,743$83,872iApproximate average salary by contribution assumption: employee only about $2,096,788 at 4% or $1,397,858 at 6%; with 50% employer match about $1,397,858 at 4% or $931,906 at 6%; with 100% employer match about $1,048,394 at 4% or $698,929 at 6%.
Don C. Robertson, D.D.S. PC. Defined Benefit Pension Plan-2$433,147$167,743$83,872iApproximate average salary by contribution assumption: employee only about $2,096,788 at 4% or $1,397,858 at 6%; with 50% employer match about $1,397,858 at 4% or $931,906 at 6%; with 100% employer match about $1,048,394 at 4% or $698,929 at 6%.