Civic Intelligence

Robert M. Heath, D.D.S. Incorporated

Plan context: Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan

EIN 95-2652336 • Lompoc, CA • 29 filings • 3 plans

3759 Constellation RoadLompoc, CA 93436
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$428,831

2024 Contributions

$24,491

Historical Graphs

Total Assets Over Time

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

$2,455,512$1,227,756$0199920132023YearValue
$428,831Latest year 2023

Participants Over Time

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

1160199920112023YearValue
6Latest year 2023

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
202410$0$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-0$0$0-
202316$428,831$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-6$428,831$0-
202216$415,095$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-6$415,095$0-
202116$1,088,136$24,491$4,082iApproximate average salary by contribution assumption: employee only about $102,046 at 4% or $68,031 at 6%; with 50% employer match about $68,031 at 4% or $45,354 at 6%; with 100% employer match about $51,023 at 4% or $34,015 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-6$1,088,136$24,491$4,082iApproximate average salary by contribution assumption: employee only about $102,046 at 4% or $68,031 at 6%; with 50% employer match about $68,031 at 4% or $45,354 at 6%; with 100% employer match about $51,023 at 4% or $34,015 at 6%.
202018$2,039,727$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-8$2,039,727$0-
201917$1,818,895$3,386$484iApproximate average salary by contribution assumption: employee only about $12,093 at 4% or $8,062 at 6%; with 50% employer match about $8,062 at 4% or $5,375 at 6%; with 100% employer match about $6,046 at 4% or $4,031 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-7$1,818,895$3,386$484iApproximate average salary by contribution assumption: employee only about $12,093 at 4% or $8,062 at 6%; with 50% employer match about $8,062 at 4% or $5,375 at 6%; with 100% employer match about $6,046 at 4% or $4,031 at 6%.
2018111$1,682,794$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-11$1,682,794$0-
2017111$1,919,353$14,534$1,321iApproximate average salary by contribution assumption: employee only about $33,032 at 4% or $22,021 at 6%; with 50% employer match about $22,021 at 4% or $14,681 at 6%; with 100% employer match about $16,516 at 4% or $11,011 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-11$1,919,353$14,534$1,321iApproximate average salary by contribution assumption: employee only about $33,032 at 4% or $22,021 at 6%; with 50% employer match about $22,021 at 4% or $14,681 at 6%; with 100% employer match about $16,516 at 4% or $11,011 at 6%.
201619$1,856,735$25,585$2,843iApproximate average salary by contribution assumption: employee only about $71,069 at 4% or $47,380 at 6%; with 50% employer match about $47,380 at 4% or $31,586 at 6%; with 100% employer match about $35,535 at 4% or $23,690 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-9$1,856,735$25,585$2,843iApproximate average salary by contribution assumption: employee only about $71,069 at 4% or $47,380 at 6%; with 50% employer match about $47,380 at 4% or $31,586 at 6%; with 100% employer match about $35,535 at 4% or $23,690 at 6%.
201519$1,807,146$23,685$2,632iApproximate average salary by contribution assumption: employee only about $65,792 at 4% or $43,861 at 6%; with 50% employer match about $43,861 at 4% or $29,241 at 6%; with 100% employer match about $32,896 at 4% or $21,931 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-9$1,807,146$23,685$2,632iApproximate average salary by contribution assumption: employee only about $65,792 at 4% or $43,861 at 6%; with 50% employer match about $43,861 at 4% or $29,241 at 6%; with 100% employer match about $32,896 at 4% or $21,931 at 6%.
201419$1,879,262$42,642$4,738iApproximate average salary by contribution assumption: employee only about $118,450 at 4% or $78,967 at 6%; with 50% employer match about $78,967 at 4% or $52,644 at 6%; with 100% employer match about $59,225 at 4% or $39,483 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-9$1,879,262$42,642$4,738iApproximate average salary by contribution assumption: employee only about $118,450 at 4% or $78,967 at 6%; with 50% employer match about $78,967 at 4% or $52,644 at 6%; with 100% employer match about $59,225 at 4% or $39,483 at 6%.
2013110$2,103,712$14,688$1,469iApproximate average salary by contribution assumption: employee only about $36,720 at 4% or $24,480 at 6%; with 50% employer match about $24,480 at 4% or $16,320 at 6%; with 100% employer match about $18,360 at 4% or $12,240 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-10$2,103,712$14,688$1,469iApproximate average salary by contribution assumption: employee only about $36,720 at 4% or $24,480 at 6%; with 50% employer match about $24,480 at 4% or $16,320 at 6%; with 100% employer match about $18,360 at 4% or $12,240 at 6%.
2012111$2,032,228$19,427$1,766iApproximate average salary by contribution assumption: employee only about $44,152 at 4% or $29,435 at 6%; with 50% employer match about $29,435 at 4% or $19,623 at 6%; with 100% employer match about $22,076 at 4% or $14,717 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-11$2,032,228$19,427$1,766iApproximate average salary by contribution assumption: employee only about $44,152 at 4% or $29,435 at 6%; with 50% employer match about $29,435 at 4% or $19,623 at 6%; with 100% employer match about $22,076 at 4% or $14,717 at 6%.
201119$1,982,321$35,526$3,947iApproximate average salary by contribution assumption: employee only about $98,683 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,859 at 6%; with 100% employer match about $49,342 at 4% or $32,894 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-9$1,982,321$35,526$3,947iApproximate average salary by contribution assumption: employee only about $98,683 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,859 at 6%; with 100% employer match about $49,342 at 4% or $32,894 at 6%.
2010111$1,987,615$27,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-11$1,987,615$27,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2009111$1,698,557$45,000$4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-11$1,698,557$45,000$4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%.
200816$0$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-6---
200717$0$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-7---
200618$2,455,512$55,000$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-8$2,455,512$55,000$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
200517$2,217,243$55,345$7,906iApproximate average salary by contribution assumption: employee only about $197,661 at 4% or $131,774 at 6%; with 50% employer match about $131,774 at 4% or $87,849 at 6%; with 100% employer match about $98,830 at 4% or $65,887 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-7$2,217,243$55,345$7,906iApproximate average salary by contribution assumption: employee only about $197,661 at 4% or $131,774 at 6%; with 50% employer match about $131,774 at 4% or $87,849 at 6%; with 100% employer match about $98,830 at 4% or $65,887 at 6%.
200417$2,103,132$58,302$8,329iApproximate average salary by contribution assumption: employee only about $208,221 at 4% or $138,814 at 6%; with 50% employer match about $138,814 at 4% or $92,543 at 6%; with 100% employer match about $104,111 at 4% or $69,407 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-7$2,103,132$58,302$8,329iApproximate average salary by contribution assumption: employee only about $208,221 at 4% or $138,814 at 6%; with 50% employer match about $138,814 at 4% or $92,543 at 6%; with 100% employer match about $104,111 at 4% or $69,407 at 6%.
200315$0$0-
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-5---
200215$1,670,434$59,589$11,918iApproximate average salary by contribution assumption: employee only about $297,945 at 4% or $198,630 at 6%; with 50% employer match about $198,630 at 4% or $132,420 at 6%; with 100% employer match about $148,973 at 4% or $99,315 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-5$1,670,434$59,589$11,918iApproximate average salary by contribution assumption: employee only about $297,945 at 4% or $198,630 at 6%; with 50% employer match about $198,630 at 4% or $132,420 at 6%; with 100% employer match about $148,973 at 4% or $99,315 at 6%.
200125$0$0-
Robert M. Heath, D.D.S. Incorporated Pension Plan-0---
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-5---
200026$47,178$19,273$3,212iApproximate average salary by contribution assumption: employee only about $80,304 at 4% or $53,536 at 6%; with 50% employer match about $53,536 at 4% or $35,691 at 6%; with 100% employer match about $40,152 at 4% or $26,768 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-6$47,178$19,273$3,212iApproximate average salary by contribution assumption: employee only about $80,304 at 4% or $53,536 at 6%; with 50% employer match about $53,536 at 4% or $35,691 at 6%; with 100% employer match about $40,152 at 4% or $26,768 at 6%.
Robert M. Heath, D.D.S. Incorporated Pension Plan-6---
199926$1,675,883$62,071$10,345iApproximate average salary by contribution assumption: employee only about $258,629 at 4% or $172,419 at 6%; with 50% employer match about $172,419 at 4% or $114,946 at 6%; with 100% employer match about $129,315 at 4% or $86,210 at 6%.
Robert M. Heath, D.D.S. Incorporated Pension Plan-6$1,650,346$36,534$6,089iApproximate average salary by contribution assumption: employee only about $152,225 at 4% or $101,483 at 6%; with 50% employer match about $101,483 at 4% or $67,656 at 6%; with 100% employer match about $76,113 at 4% or $50,742 at 6%.
Robert M. Heath, D.D.S. Incorporated Profit Sharing Plan-6$25,537$25,537$4,256iApproximate average salary by contribution assumption: employee only about $106,404 at 4% or $70,936 at 6%; with 50% employer match about $70,936 at 4% or $47,291 at 6%; with 100% employer match about $53,202 at 4% or $35,468 at 6%.