Civic Intelligence

F. L. Roberts & Company Inc.

Plan context: F. L. Roberts Profit Sharing Plan

EIN 04-2460375 • Springfield, MA • 40 filings • 8 plans

93 West Broad StreetP.O. Box 1964Springfield, MA 01105
Current Snapshot

Latest Year

2017

2017 Participants

46

2017 Assets

$4,464,787

2017 Contributions

$44,165

Historical Graphs

Total Assets Over Time

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

$9,012,101$4,506,051$0199920082016YearValue
$4,464,787Latest year 2016

Participants Over Time

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

8084040199920082016YearValue
46Latest 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
201710$0$44,165-
F. L. Roberts Profit Sharing Plan-0-$44,165-
2016246$4,464,787$603,105$13,111iApproximate average salary by contribution assumption: employee only about $327,774 at 4% or $218,516 at 6%; with 50% employer match about $218,516 at 4% or $145,678 at 6%; with 100% employer match about $163,887 at 4% or $109,258 at 6%.
F. L. Roberts Profit Sharing Plan-46$4,464,787$603,105$13,111iApproximate average salary by contribution assumption: employee only about $327,774 at 4% or $218,516 at 6%; with 50% employer match about $218,516 at 4% or $145,678 at 6%; with 100% employer match about $163,887 at 4% or $109,258 at 6%.
F. L. Roberts Pension Plan-0$0--
20152350$4,156,075$1,380,987$3,946iApproximate average salary by contribution assumption: employee only about $98,642 at 4% or $65,761 at 6%; with 50% employer match about $65,761 at 4% or $43,841 at 6%; with 100% employer match about $49,321 at 4% or $32,881 at 6%.
F. L. Roberts Profit Sharing Plan-350$4,150,680$675,458$1,930iApproximate average salary by contribution assumption: employee only about $48,247 at 4% or $32,165 at 6%; with 50% employer match about $32,165 at 4% or $21,443 at 6%; with 100% employer match about $24,124 at 4% or $16,082 at 6%.
F. L. Roberts Pension Plan-0$5,395$705,529-
20142175$9,012,101$760,772$4,347iApproximate average salary by contribution assumption: employee only about $108,682 at 4% or $72,454 at 6%; with 50% employer match about $72,454 at 4% or $48,303 at 6%; with 100% employer match about $54,341 at 4% or $36,227 at 6%.
F. L. Roberts Pension Plan-34$5,047,500$440,000$12,941iApproximate average salary by contribution assumption: employee only about $323,529 at 4% or $215,686 at 6%; with 50% employer match about $215,686 at 4% or $143,791 at 6%; with 100% employer match about $161,765 at 4% or $107,843 at 6%.
F. L. Roberts Profit Sharing Plan-175$3,964,601$320,772$1,833iApproximate average salary by contribution assumption: employee only about $45,825 at 4% or $30,550 at 6%; with 50% employer match about $30,550 at 4% or $20,366 at 6%; with 100% employer match about $22,912 at 4% or $15,275 at 6%.
20132220$8,562,361$557,432$2,534iApproximate average salary by contribution assumption: employee only about $63,345 at 4% or $42,230 at 6%; with 50% employer match about $42,230 at 4% or $28,153 at 6%; with 100% employer match about $31,672 at 4% or $21,115 at 6%.
F. L. Roberts Pension Plan-37$4,778,684$280,000$7,568iApproximate average salary by contribution assumption: employee only about $189,189 at 4% or $126,126 at 6%; with 50% employer match about $126,126 at 4% or $84,084 at 6%; with 100% employer match about $94,595 at 4% or $63,063 at 6%.
F. L. Roberts Profit Sharing Plan-220$3,783,677$277,432$1,261iApproximate average salary by contribution assumption: employee only about $31,526 at 4% or $21,018 at 6%; with 50% employer match about $21,018 at 4% or $14,012 at 6%; with 100% employer match about $15,763 at 4% or $10,509 at 6%.
20122211$7,897,948$783,792$3,715iApproximate average salary by contribution assumption: employee only about $92,866 at 4% or $61,911 at 6%; with 50% employer match about $61,911 at 4% or $41,274 at 6%; with 100% employer match about $46,433 at 4% or $30,955 at 6%.
F. L. Roberts Pension Plan-47$4,512,895$480,000$10,213iApproximate average salary by contribution assumption: employee only about $255,319 at 4% or $170,213 at 6%; with 50% employer match about $170,213 at 4% or $113,475 at 6%; with 100% employer match about $127,660 at 4% or $85,106 at 6%.
F. L. Roberts Profit Sharing Plan-211$3,385,053$303,792$1,440iApproximate average salary by contribution assumption: employee only about $35,994 at 4% or $23,996 at 6%; with 50% employer match about $23,996 at 4% or $15,997 at 6%; with 100% employer match about $17,997 at 4% or $11,998 at 6%.
20112226$8,307,635$697,273$3,085iApproximate average salary by contribution assumption: employee only about $77,132 at 4% or $51,421 at 6%; with 50% employer match about $51,421 at 4% or $34,281 at 6%; with 100% employer match about $38,566 at 4% or $25,711 at 6%.
F. L. Roberts Pension Plan-55$4,778,946$400,000$7,273iApproximate average salary by contribution assumption: employee only about $181,818 at 4% or $121,212 at 6%; with 50% employer match about $121,212 at 4% or $80,808 at 6%; with 100% employer match about $90,909 at 4% or $60,606 at 6%.
F. L. Roberts Profit Sharing Plan-226$3,528,689$297,273$1,315iApproximate average salary by contribution assumption: employee only about $32,884 at 4% or $21,923 at 6%; with 50% employer match about $21,923 at 4% or $14,615 at 6%; with 100% employer match about $16,442 at 4% or $10,961 at 6%.
20102224$8,052,113$644,574$2,878iApproximate average salary by contribution assumption: employee only about $71,939 at 4% or $47,959 at 6%; with 50% employer match about $47,959 at 4% or $31,973 at 6%; with 100% employer match about $35,970 at 4% or $23,980 at 6%.
F. L. Roberts Pension Plan-64$4,633,881$330,000$5,156iApproximate average salary by contribution assumption: employee only about $128,906 at 4% or $85,938 at 6%; with 50% employer match about $85,938 at 4% or $57,292 at 6%; with 100% employer match about $64,453 at 4% or $42,969 at 6%.
F. L. Roberts Profit Sharing Plan-224$3,418,232$314,574$1,404iApproximate average salary by contribution assumption: employee only about $35,109 at 4% or $23,406 at 6%; with 50% employer match about $23,406 at 4% or $15,604 at 6%; with 100% employer match about $17,554 at 4% or $11,703 at 6%.
20092200$6,770,837$653,815$3,269iApproximate average salary by contribution assumption: employee only about $81,727 at 4% or $54,485 at 6%; with 50% employer match about $54,485 at 4% or $36,323 at 6%; with 100% employer match about $40,863 at 4% or $27,242 at 6%.
F. L. Roberts Pension Plan-70$3,869,374$350,000$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%.
F. L. Roberts Profit Sharing Plan-200$2,901,463$303,815$1,519iApproximate average salary by contribution assumption: employee only about $37,977 at 4% or $25,318 at 6%; with 50% employer match about $25,318 at 4% or $16,879 at 6%; with 100% employer match about $18,988 at 4% or $12,659 at 6%.
20082172$5,122,922$886,404$5,154iApproximate average salary by contribution assumption: employee only about $128,838 at 4% or $85,892 at 6%; with 50% employer match about $85,892 at 4% or $57,261 at 6%; with 100% employer match about $64,419 at 4% or $42,946 at 6%.
F. L. Roberts Pension Plan-78$2,772,267$600,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
F. L. Roberts Profit Sharing Plan-172$2,350,655$286,404$1,665iApproximate average salary by contribution assumption: employee only about $41,628 at 4% or $27,752 at 6%; with 50% employer match about $27,752 at 4% or $18,502 at 6%; with 100% employer match about $20,814 at 4% or $13,876 at 6%.
20073808$5,921,924$631,022$781iApproximate average salary by contribution assumption: employee only about $19,524 at 4% or $13,016 at 6%; with 50% employer match about $13,016 at 4% or $8,677 at 6%; with 100% employer match about $9,762 at 4% or $6,508 at 6%.
F. L. Roberts Pension Plan-83$3,420,487$350,000$4,217iApproximate average salary by contribution assumption: employee only about $105,422 at 4% or $70,281 at 6%; with 50% employer match about $70,281 at 4% or $46,854 at 6%; with 100% employer match about $52,711 at 4% or $35,141 at 6%.
F. L. Roberts Profit Sharing Plan-153$2,501,437$281,022$1,837iApproximate average salary by contribution assumption: employee only about $45,919 at 4% or $30,612 at 6%; with 50% employer match about $30,612 at 4% or $20,408 at 6%; with 100% employer match about $22,959 at 4% or $15,306 at 6%.
F L ROBERTS CONSOLIDATED HQALTH AND WELFARE PLAN-808---
20063135$5,602,864$743,672$5,509iApproximate average salary by contribution assumption: employee only about $137,717 at 4% or $91,811 at 6%; with 50% employer match about $91,811 at 4% or $61,208 at 6%; with 100% employer match about $68,859 at 4% or $45,906 at 6%.
F. L. Roberts Pension Plan-92$3,413,876$400,000$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
F. L. Roberts Profit Sharing Plan-135$2,188,988$343,672$2,546iApproximate average salary by contribution assumption: employee only about $63,643 at 4% or $42,429 at 6%; with 50% employer match about $42,429 at 4% or $28,286 at 6%; with 100% employer match about $31,821 at 4% or $21,214 at 6%.
F. L. ROBERTS CONSOLIDATED HEALTH AND WELFARE PLAN-112---
20053153$5,045,535$846,734$5,534iApproximate average salary by contribution assumption: employee only about $138,355 at 4% or $92,237 at 6%; with 50% employer match about $92,237 at 4% or $61,491 at 6%; with 100% employer match about $69,178 at 4% or $46,118 at 6%.
F. L. Roberts Pension Plan-114$3,114,199$590,000$5,175iApproximate average salary by contribution assumption: employee only about $129,386 at 4% or $86,257 at 6%; with 50% employer match about $86,257 at 4% or $57,505 at 6%; with 100% employer match about $64,693 at 4% or $43,129 at 6%.
F. L. Roberts Profit Sharing Plan-153$1,931,336$256,734$1,678iApproximate average salary by contribution assumption: employee only about $41,950 at 4% or $27,967 at 6%; with 50% employer match about $27,967 at 4% or $18,644 at 6%; with 100% employer match about $20,975 at 4% or $13,983 at 6%.
F L ROBERTS CUNSOLIDATED HEALTH AND WELFARE PLAN-123---
20043193$4,983,437$617,423$3,199iApproximate average salary by contribution assumption: employee only about $79,977 at 4% or $53,318 at 6%; with 50% employer match about $53,318 at 4% or $35,545 at 6%; with 100% employer match about $39,989 at 4% or $26,659 at 6%.
F. L. Roberts Pension Plan-148$3,178,445$480,000$3,243iApproximate average salary by contribution assumption: employee only about $81,081 at 4% or $54,054 at 6%; with 50% employer match about $54,054 at 4% or $36,036 at 6%; with 100% employer match about $40,541 at 4% or $27,027 at 6%.
F. L. Roberts Profit Sharing Plan-193$1,804,992$137,423$712iApproximate average salary by contribution assumption: employee only about $17,801 at 4% or $11,867 at 6%; with 50% employer match about $11,867 at 4% or $7,912 at 6%; with 100% employer match about $8,900 at 4% or $5,934 at 6%.
F L ROBERTS CONSOLIDATED HEALTH AND WELFARE PLAN-110---
20032153$4,267,169$480,000$3,137iApproximate average salary by contribution assumption: employee only about $78,431 at 4% or $52,288 at 6%; with 50% employer match about $52,288 at 4% or $34,858 at 6%; with 100% employer match about $39,216 at 4% or $26,144 at 6%.
F. L. Roberts Pension Plan-153$2,718,538$480,000$3,137iApproximate average salary by contribution assumption: employee only about $78,431 at 4% or $52,288 at 6%; with 50% employer match about $52,288 at 4% or $34,858 at 6%; with 100% employer match about $39,216 at 4% or $26,144 at 6%.
F. L. Roberts Profit Sharing Plan-153$1,548,631--
20022136$3,470,765$680,072$5,001iApproximate average salary by contribution assumption: employee only about $125,013 at 4% or $83,342 at 6%; with 50% employer match about $83,342 at 4% or $55,561 at 6%; with 100% employer match about $62,507 at 4% or $41,671 at 6%.
F. L. Roberts Pension Plan-136$2,132,116$679,671$4,998iApproximate average salary by contribution assumption: employee only about $124,940 at 4% or $83,293 at 6%; with 50% employer match about $83,293 at 4% or $55,529 at 6%; with 100% employer match about $62,470 at 4% or $41,647 at 6%.
F. L. Roberts Profit Sharing Plan-136$1,338,649$401$3iApproximate average salary by contribution assumption: employee only about $74 at 4% or $49 at 6%; with 50% employer match about $49 at 4% or $33 at 6%; with 100% employer match about $37 at 4% or $25 at 6%.
20012132$3,446,259$339,327$2,571iApproximate average salary by contribution assumption: employee only about $64,266 at 4% or $42,844 at 6%; with 50% employer match about $42,844 at 4% or $28,563 at 6%; with 100% employer match about $32,133 at 4% or $21,422 at 6%.
F. L. Roberts Pension Plan-131$1,789,292$239,327$1,827iApproximate average salary by contribution assumption: employee only about $45,673 at 4% or $30,449 at 6%; with 50% employer match about $30,449 at 4% or $20,299 at 6%; with 100% employer match about $22,837 at 4% or $15,224 at 6%.
F. L. Roberts Profit Sharing Plan-132$1,656,967$100,000$758iApproximate average salary by contribution assumption: employee only about $18,939 at 4% or $12,626 at 6%; with 50% employer match about $12,626 at 4% or $8,418 at 6%; with 100% employer match about $9,470 at 4% or $6,313 at 6%.
20002141$3,345,099$211,151$1,498iApproximate average salary by contribution assumption: employee only about $37,438 at 4% or $24,959 at 6%; with 50% employer match about $24,959 at 4% or $16,639 at 6%; with 100% employer match about $18,719 at 4% or $12,479 at 6%.
F. L. Roberts Pension Plan-140$1,700,943$211,151$1,508iApproximate average salary by contribution assumption: employee only about $37,706 at 4% or $25,137 at 6%; with 50% employer match about $25,137 at 4% or $16,758 at 6%; with 100% employer match about $18,853 at 4% or $12,569 at 6%.
F. L. Roberts Profit Sharing Plan-141$1,644,156--
19991140$1,730,839$100,754$720iApproximate average salary by contribution assumption: employee only about $17,992 at 4% or $11,995 at 6%; with 50% employer match about $11,995 at 4% or $7,996 at 6%; with 100% employer match about $8,996 at 4% or $5,997 at 6%.
F. L. Roberts Profit Sharing Plan-140$1,730,839$100,754$720iApproximate average salary by contribution assumption: employee only about $17,992 at 4% or $11,995 at 6%; with 50% employer match about $11,995 at 4% or $7,996 at 6%; with 100% employer match about $8,996 at 4% or $5,997 at 6%.