Civic Intelligence

Joseph a. Roberts, M.D.

Plan context: Joseph a. Roberts, M.D., Self-Employed Retirement Plan

EIN 87-0295072 • 11 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$237,990

2008 Contributions

$12,636

Historical Graphs

Total Assets Over Time

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

$608,771$304,386$0199920042008YearValue
$237,990Latest year 2008

Participants Over Time

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

320199920042008YearValue
1Latest year 2008

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
200811$237,990$12,636$12,636iApproximate average salary by contribution assumption: employee only about $315,900 at 4% or $210,600 at 6%; with 50% employer match about $210,600 at 4% or $140,400 at 6%; with 100% employer match about $157,950 at 4% or $105,300 at 6%.
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-1$237,990$12,636$12,636iApproximate average salary by contribution assumption: employee only about $315,900 at 4% or $210,600 at 6%; with 50% employer match about $210,600 at 4% or $140,400 at 6%; with 100% employer match about $157,950 at 4% or $105,300 at 6%.
200711$0$0-
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-1---
200611$309,990$9,527$9,527iApproximate average salary by contribution assumption: employee only about $238,175 at 4% or $158,783 at 6%; with 50% employer match about $158,783 at 4% or $105,856 at 6%; with 100% employer match about $119,088 at 4% or $79,392 at 6%.
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-1$309,990$9,527$9,527iApproximate average salary by contribution assumption: employee only about $238,175 at 4% or $158,783 at 6%; with 50% employer match about $158,783 at 4% or $105,856 at 6%; with 100% employer match about $119,088 at 4% or $79,392 at 6%.
200521$0$0-
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-1---
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-1---
200411$594,682$5,903$5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%.
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-1$594,682$5,903$5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%.
200312$608,771$7,254$3,627iApproximate average salary by contribution assumption: employee only about $90,675 at 4% or $60,450 at 6%; with 50% employer match about $60,450 at 4% or $40,300 at 6%; with 100% employer match about $45,338 at 4% or $30,225 at 6%.
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-2$608,771$7,254$3,627iApproximate average salary by contribution assumption: employee only about $90,675 at 4% or $60,450 at 6%; with 50% employer match about $60,450 at 4% or $40,300 at 6%; with 100% employer match about $45,338 at 4% or $30,225 at 6%.
200213$0$0-
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-3---
200113$0$0-
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-3---
200013$0$0-
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-3---
199913$395,633$13,683$4,561iApproximate average salary by contribution assumption: employee only about $114,025 at 4% or $76,017 at 6%; with 50% employer match about $76,017 at 4% or $50,678 at 6%; with 100% employer match about $57,013 at 4% or $38,008 at 6%.
Joseph a. Roberts, M.D., Self-Employed Retirement Plan-3$395,633$13,683$4,561iApproximate average salary by contribution assumption: employee only about $114,025 at 4% or $76,017 at 6%; with 50% employer match about $76,017 at 4% or $50,678 at 6%; with 100% employer match about $57,013 at 4% or $38,008 at 6%.