Civic Intelligence

J Mark Roberts MD

Plan context: J Mark Roberts MD Money Purchase Pension Plan

EIN 93-0973939 • 11 filings • 4 plans

Current Snapshot

Latest Year

2003

2003 Participants

6

2003 Assets

$96,894

2003 Contributions

$9,153

Historical Graphs

Total Assets Over Time

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

$240,595$120,298$0199920012002YearValue
$96,894Latest year 2002

Participants Over Time

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

630199920012002YearValue
6Latest year 2002

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
200320$0$0-
J Mark Roberts MD Money Purchase Pension Plan-0---
J Mark Roberts MD Profit Sharing Plan-0---
200236$96,894$9,153$1,526iApproximate average salary by contribution assumption: employee only about $38,138 at 4% or $25,425 at 6%; with 50% employer match about $25,425 at 4% or $16,950 at 6%; with 100% employer match about $19,069 at 4% or $12,713 at 6%.
J Mark Roberts MD Money Purchase Pension Plan-6$96,894$9,153$1,526iApproximate average salary by contribution assumption: employee only about $38,138 at 4% or $25,425 at 6%; with 50% employer match about $25,425 at 4% or $16,950 at 6%; with 100% employer match about $19,069 at 4% or $12,713 at 6%.
J Mark Roberts MD Money Purchase Pension Plan-6---
J Mark Roberts MD Profit Sharing Plan-6---
200125$240,595$38,351$7,670iApproximate average salary by contribution assumption: employee only about $191,755 at 4% or $127,837 at 6%; with 50% employer match about $127,837 at 4% or $85,224 at 6%; with 100% employer match about $95,878 at 4% or $63,918 at 6%.
J Mark Roberts MD Profit Sharing Plan-5$133,191$22,419$4,484iApproximate average salary by contribution assumption: employee only about $112,095 at 4% or $74,730 at 6%; with 50% employer match about $74,730 at 4% or $49,820 at 6%; with 100% employer match about $56,048 at 4% or $37,365 at 6%.
J Mark Roberts MD Money Purchase Pension Plan-5$107,404$15,932$3,186iApproximate average salary by contribution assumption: employee only about $79,660 at 4% or $53,107 at 6%; with 50% employer match about $53,107 at 4% or $35,404 at 6%; with 100% employer match about $39,830 at 4% or $26,553 at 6%.
200025$99,504$16,999$3,400iApproximate average salary by contribution assumption: employee only about $84,995 at 4% or $56,663 at 6%; with 50% employer match about $56,663 at 4% or $37,776 at 6%; with 100% employer match about $42,498 at 4% or $28,332 at 6%.
J Mark Roberts MD Money Purchase Pension Plan-5$99,504$16,999$3,400iApproximate average salary by contribution assumption: employee only about $84,995 at 4% or $56,663 at 6%; with 50% employer match about $56,663 at 4% or $37,776 at 6%; with 100% employer match about $42,498 at 4% or $28,332 at 6%.
J Mark Roberts MD Profit Sharing Plan-5---
199925$179,612$33,093$6,619iApproximate average salary by contribution assumption: employee only about $165,465 at 4% or $110,310 at 6%; with 50% employer match about $110,310 at 4% or $73,540 at 6%; with 100% employer match about $82,733 at 4% or $55,155 at 6%.
J Mark Roberts MD Profit Sharing Plan-5$99,555$16,728$3,346iApproximate average salary by contribution assumption: employee only about $83,640 at 4% or $55,760 at 6%; with 50% employer match about $55,760 at 4% or $37,173 at 6%; with 100% employer match about $41,820 at 4% or $27,880 at 6%.
J Mark Roberts MD Money Purchase Pension Plan-5$80,057$16,365$3,273iApproximate average salary by contribution assumption: employee only about $81,825 at 4% or $54,550 at 6%; with 50% employer match about $54,550 at 4% or $36,367 at 6%; with 100% employer match about $40,913 at 4% or $27,275 at 6%.