Civic Intelligence

Robert S. Treat, M.D. Inc.

Plan context: Robert S. Treat, M.D. Inc. Profit Sharing Plan

EIN 94-2364077 • Fair Oaks, CA • 15 filings • 1 plans

5200 Smokewood CourtFair Oaks, CA 95628
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$1,329,368

2014 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$1,329,368$664,684$0199920082013YearValue
$1,329,368Latest year 2013

Participants Over Time

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

210199920072013YearValue
2Latest year 2013

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
201410$0$0-
Robert S. Treat, M.D. Inc. Profit Sharing Plan-0$0--
201312$1,329,368$0-
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$1,329,368--
201212$1,160,781$0-
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$1,160,781--
201112$1,054,663$0-
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$1,054,663--
201012$1,078,093$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$1,078,093$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200911$980,932$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-1$980,932$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200811$843,923$0-
Robert S. Treat, M.D. Inc. Profit Sharing Plan-1$843,923--
200712$0$0-
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2---
200612$1,136,928$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$1,136,928$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200512$996,054$43,500$21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$996,054$43,500$21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%.
200412$886,862$46,184$23,092iApproximate average salary by contribution assumption: employee only about $577,300 at 4% or $384,867 at 6%; with 50% employer match about $384,867 at 4% or $256,578 at 6%; with 100% employer match about $288,650 at 4% or $192,433 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$886,862$46,184$23,092iApproximate average salary by contribution assumption: employee only about $577,300 at 4% or $384,867 at 6%; with 50% employer match about $384,867 at 4% or $256,578 at 6%; with 100% employer match about $288,650 at 4% or $192,433 at 6%.
200212$599,842$41,089$20,545iApproximate average salary by contribution assumption: employee only about $513,613 at 4% or $342,408 at 6%; with 50% employer match about $342,408 at 4% or $228,272 at 6%; with 100% employer match about $256,806 at 4% or $171,204 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$599,842$41,089$20,545iApproximate average salary by contribution assumption: employee only about $513,613 at 4% or $342,408 at 6%; with 50% employer match about $342,408 at 4% or $228,272 at 6%; with 100% employer match about $256,806 at 4% or $171,204 at 6%.
200112$0$0-
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2---
200012$665,979$29,675$14,838iApproximate average salary by contribution assumption: employee only about $370,938 at 4% or $247,292 at 6%; with 50% employer match about $247,292 at 4% or $164,861 at 6%; with 100% employer match about $185,469 at 4% or $123,646 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$665,979$29,675$14,838iApproximate average salary by contribution assumption: employee only about $370,938 at 4% or $247,292 at 6%; with 50% employer match about $247,292 at 4% or $164,861 at 6%; with 100% employer match about $185,469 at 4% or $123,646 at 6%.
199912$719,248$28,099$14,050iApproximate average salary by contribution assumption: employee only about $351,238 at 4% or $234,158 at 6%; with 50% employer match about $234,158 at 4% or $156,106 at 6%; with 100% employer match about $175,619 at 4% or $117,079 at 6%.
Robert S. Treat, M.D. Inc. Profit Sharing Plan-2$719,248$28,099$14,050iApproximate average salary by contribution assumption: employee only about $351,238 at 4% or $234,158 at 6%; with 50% employer match about $234,158 at 4% or $156,106 at 6%; with 100% employer match about $175,619 at 4% or $117,079 at 6%.