Civic Intelligence

Robustelli, Rotz & Soucy, P. A.

Plan context: Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust

EIN 01-0421708 • Lewiston, ME • 19 filings • 7 plans

1071 Lisbon StreetLewiston, ME 04240-5768
Current Snapshot

Latest Year

2016

2016 Participants

13

2016 Assets

$2,505,437

2016 Contributions

$110,328

Historical Graphs

Total Assets Over Time

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

$2,680,929$1,340,465$0199920082016YearValue
$2,505,437Latest year 2016

Participants Over Time

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

1470199920082016YearValue
13Latest year 2016

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
2016213$2,505,437$110,328$8,487iApproximate average salary by contribution assumption: employee only about $212,169 at 4% or $141,446 at 6%; with 50% employer match about $141,446 at 4% or $94,297 at 6%; with 100% employer match about $106,085 at 4% or $70,723 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-13$2,505,437$110,328$8,487iApproximate average salary by contribution assumption: employee only about $212,169 at 4% or $141,446 at 6%; with 50% employer match about $141,446 at 4% or $94,297 at 6%; with 100% employer match about $106,085 at 4% or $70,723 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-0$0--
2015114$2,680,929$213,015$15,215iApproximate average salary by contribution assumption: employee only about $380,384 at 4% or $253,589 at 6%; with 50% employer match about $253,589 at 4% or $169,060 at 6%; with 100% employer match about $190,192 at 4% or $126,795 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-14$2,680,929$213,015$15,215iApproximate average salary by contribution assumption: employee only about $380,384 at 4% or $253,589 at 6%; with 50% employer match about $253,589 at 4% or $169,060 at 6%; with 100% employer match about $190,192 at 4% or $126,795 at 6%.
2014113$2,469,335$103,247$7,942iApproximate average salary by contribution assumption: employee only about $198,552 at 4% or $132,368 at 6%; with 50% employer match about $132,368 at 4% or $88,245 at 6%; with 100% employer match about $99,276 at 4% or $66,184 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-13$2,469,335$103,247$7,942iApproximate average salary by contribution assumption: employee only about $198,552 at 4% or $132,368 at 6%; with 50% employer match about $132,368 at 4% or $88,245 at 6%; with 100% employer match about $99,276 at 4% or $66,184 at 6%.
2013112$2,232,326$160,969$13,414iApproximate average salary by contribution assumption: employee only about $335,352 at 4% or $223,568 at 6%; with 50% employer match about $223,568 at 4% or $149,045 at 6%; with 100% employer match about $167,676 at 4% or $111,784 at 6%.
ROBUSTELLI, ROTZ & SOUCY, P.A. 401(K) PLAN-12$2,232,326$160,969$13,414iApproximate average salary by contribution assumption: employee only about $335,352 at 4% or $223,568 at 6%; with 50% employer match about $223,568 at 4% or $149,045 at 6%; with 100% employer match about $167,676 at 4% or $111,784 at 6%.
2012114$1,722,503$116,506$8,322iApproximate average salary by contribution assumption: employee only about $208,046 at 4% or $138,698 at 6%; with 50% employer match about $138,698 at 4% or $92,465 at 6%; with 100% employer match about $104,023 at 4% or $69,349 at 6%.
ROBUSTELLI, ROTZ & SOUCY, P.A. 401(K) PLAN-14$1,722,503$116,506$8,322iApproximate average salary by contribution assumption: employee only about $208,046 at 4% or $138,698 at 6%; with 50% employer match about $138,698 at 4% or $92,465 at 6%; with 100% employer match about $104,023 at 4% or $69,349 at 6%.
2011112$1,535,730$74,466$6,206iApproximate average salary by contribution assumption: employee only about $155,138 at 4% or $103,425 at 6%; with 50% employer match about $103,425 at 4% or $68,950 at 6%; with 100% employer match about $77,569 at 4% or $51,713 at 6%.
ROBUSTELLI, ROTZ & SOUCY, P.A. 401(K) PLAN-12$1,535,730$74,466$6,206iApproximate average salary by contribution assumption: employee only about $155,138 at 4% or $103,425 at 6%; with 50% employer match about $103,425 at 4% or $68,950 at 6%; with 100% employer match about $77,569 at 4% or $51,713 at 6%.
201019$1,469,790$142,124$15,792iApproximate average salary by contribution assumption: employee only about $394,789 at 4% or $263,193 at 6%; with 50% employer match about $263,193 at 4% or $175,462 at 6%; with 100% employer match about $197,394 at 4% or $131,596 at 6%.
ROBUSTELLI, ROTZ & SOUCY, P.A. 401(K) PLAN-9$1,469,790$142,124$15,792iApproximate average salary by contribution assumption: employee only about $394,789 at 4% or $263,193 at 6%; with 50% employer match about $263,193 at 4% or $175,462 at 6%; with 100% employer match about $197,394 at 4% or $131,596 at 6%.
200918$1,612,589$131,029$16,379iApproximate average salary by contribution assumption: employee only about $409,466 at 4% or $272,977 at 6%; with 50% employer match about $272,977 at 4% or $181,985 at 6%; with 100% employer match about $204,733 at 4% or $136,489 at 6%.
ROBUSTELLI, ROTZ & SOUCY, P.A. 401(K) PLAN PLAN-8$1,612,589$131,029$16,379iApproximate average salary by contribution assumption: employee only about $409,466 at 4% or $272,977 at 6%; with 50% employer match about $272,977 at 4% or $181,985 at 6%; with 100% employer match about $204,733 at 4% or $136,489 at 6%.
200818$1,232,295$142,502$17,813iApproximate average salary by contribution assumption: employee only about $445,319 at 4% or $296,879 at 6%; with 50% employer match about $296,879 at 4% or $197,919 at 6%; with 100% employer match about $222,659 at 4% or $148,440 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$1,232,295$142,502$17,813iApproximate average salary by contribution assumption: employee only about $445,319 at 4% or $296,879 at 6%; with 50% employer match about $296,879 at 4% or $197,919 at 6%; with 100% employer match about $222,659 at 4% or $148,440 at 6%.
200718$1,542,402$144,205$18,026iApproximate average salary by contribution assumption: employee only about $450,641 at 4% or $300,427 at 6%; with 50% employer match about $300,427 at 4% or $200,285 at 6%; with 100% employer match about $225,320 at 4% or $150,214 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$1,542,402$144,205$18,026iApproximate average salary by contribution assumption: employee only about $450,641 at 4% or $300,427 at 6%; with 50% employer match about $300,427 at 4% or $200,285 at 6%; with 100% employer match about $225,320 at 4% or $150,214 at 6%.
200618$1,286,894$136,547$17,068iApproximate average salary by contribution assumption: employee only about $426,709 at 4% or $284,473 at 6%; with 50% employer match about $284,473 at 4% or $189,649 at 6%; with 100% employer match about $213,355 at 4% or $142,236 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$1,286,894$136,547$17,068iApproximate average salary by contribution assumption: employee only about $426,709 at 4% or $284,473 at 6%; with 50% employer match about $284,473 at 4% or $189,649 at 6%; with 100% employer match about $213,355 at 4% or $142,236 at 6%.
200518$1,041,533$121,622$15,203iApproximate average salary by contribution assumption: employee only about $380,069 at 4% or $253,379 at 6%; with 50% employer match about $253,379 at 4% or $168,919 at 6%; with 100% employer match about $190,034 at 4% or $126,690 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$1,041,533$121,622$15,203iApproximate average salary by contribution assumption: employee only about $380,069 at 4% or $253,379 at 6%; with 50% employer match about $253,379 at 4% or $168,919 at 6%; with 100% employer match about $190,034 at 4% or $126,690 at 6%.
200419$861,247$103,181$11,465iApproximate average salary by contribution assumption: employee only about $286,614 at 4% or $191,076 at 6%; with 50% employer match about $191,076 at 4% or $127,384 at 6%; with 100% employer match about $143,307 at 4% or $95,538 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-9$861,247$103,181$11,465iApproximate average salary by contribution assumption: employee only about $286,614 at 4% or $191,076 at 6%; with 50% employer match about $191,076 at 4% or $127,384 at 6%; with 100% employer match about $143,307 at 4% or $95,538 at 6%.
200318$665,807$88,019$11,002iApproximate average salary by contribution assumption: employee only about $275,059 at 4% or $183,373 at 6%; with 50% employer match about $183,373 at 4% or $122,249 at 6%; with 100% employer match about $137,530 at 4% or $91,686 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$665,807$88,019$11,002iApproximate average salary by contribution assumption: employee only about $275,059 at 4% or $183,373 at 6%; with 50% employer match about $183,373 at 4% or $122,249 at 6%; with 100% employer match about $137,530 at 4% or $91,686 at 6%.
200218$465,654$78,563$9,820iApproximate average salary by contribution assumption: employee only about $245,509 at 4% or $163,673 at 6%; with 50% employer match about $163,673 at 4% or $109,115 at 6%; with 100% employer match about $122,755 at 4% or $81,836 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$465,654$78,563$9,820iApproximate average salary by contribution assumption: employee only about $245,509 at 4% or $163,673 at 6%; with 50% employer match about $163,673 at 4% or $109,115 at 6%; with 100% employer match about $122,755 at 4% or $81,836 at 6%.
200118$0$0-
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8---
200018$426,597$68,016$8,502iApproximate average salary by contribution assumption: employee only about $212,550 at 4% or $141,700 at 6%; with 50% employer match about $141,700 at 4% or $94,467 at 6%; with 100% employer match about $106,275 at 4% or $70,850 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$426,597$68,016$8,502iApproximate average salary by contribution assumption: employee only about $212,550 at 4% or $141,700 at 6%; with 50% employer match about $141,700 at 4% or $94,467 at 6%; with 100% employer match about $106,275 at 4% or $70,850 at 6%.
199918$345,736$60,931$7,616iApproximate average salary by contribution assumption: employee only about $190,409 at 4% or $126,940 at 6%; with 50% employer match about $126,940 at 4% or $84,626 at 6%; with 100% employer match about $95,205 at 4% or $63,470 at 6%.
Robustelli, Rotz & Soucy, P. a. 401K Plan & Trust-8$345,736$60,931$7,616iApproximate average salary by contribution assumption: employee only about $190,409 at 4% or $126,940 at 6%; with 50% employer match about $126,940 at 4% or $84,626 at 6%; with 100% employer match about $95,205 at 4% or $63,470 at 6%.