P 401(k) Plan Report

Stable plan record

JERRY ROBERTSON, DDS PC 401(K) PLAN

Sponsored by JERRY ROBERTSON, DDS PC · EIN/PN 731587780-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,743
Administrative cost per participant
2025
$3,188
Active participants
2025
5
Total plan assets
2025
$2,444,157
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260226115003NAL00028408190015$2,743
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.