Civic Intelligence

Robert P. Roy, Cfp

Plan context: Robert P. Roy, Cfp 401(K) Profit Sharing Plan

EIN 04-3171583 • Sandwich, MA • 23 filings • 3 plans

Sextant Hill Office Park90 Route 6A Unit 4ASandwich, MA 02563
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,178,950

2025 Contributions

$80,364

Historical Graphs

Total Assets Over Time

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

$2,178,950$1,089,475$0200320152025YearValue
$2,178,950Latest year 2025

Participants Over Time

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

320200320142025YearValue
2Latest year 2025

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
202512$2,178,950$80,364$40,182iApproximate average salary by contribution assumption: employee only about $1,004,550 at 4% or $669,700 at 6%; with 50% employer match about $669,700 at 4% or $446,467 at 6%; with 100% employer match about $502,275 at 4% or $334,850 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$2,178,950$80,364$40,182iApproximate average salary by contribution assumption: employee only about $1,004,550 at 4% or $669,700 at 6%; with 50% employer match about $669,700 at 4% or $446,467 at 6%; with 100% employer match about $502,275 at 4% or $334,850 at 6%.
202412$1,973,370$79,113$39,557iApproximate average salary by contribution assumption: employee only about $988,913 at 4% or $659,275 at 6%; with 50% employer match about $659,275 at 4% or $439,517 at 6%; with 100% employer match about $494,456 at 4% or $329,638 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,973,370$79,113$39,557iApproximate average salary by contribution assumption: employee only about $988,913 at 4% or $659,275 at 6%; with 50% employer match about $659,275 at 4% or $439,517 at 6%; with 100% employer match about $494,456 at 4% or $329,638 at 6%.
202312$1,836,573$76,219$38,110iApproximate average salary by contribution assumption: employee only about $952,738 at 4% or $635,158 at 6%; with 50% employer match about $635,158 at 4% or $423,439 at 6%; with 100% employer match about $476,369 at 4% or $317,579 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,836,573$76,219$38,110iApproximate average salary by contribution assumption: employee only about $952,738 at 4% or $635,158 at 6%; with 50% employer match about $635,158 at 4% or $423,439 at 6%; with 100% employer match about $476,369 at 4% or $317,579 at 6%.
202212$1,620,068$70,367$35,184iApproximate average salary by contribution assumption: employee only about $879,588 at 4% or $586,392 at 6%; with 50% employer match about $586,392 at 4% or $390,928 at 6%; with 100% employer match about $439,794 at 4% or $293,196 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,620,068$70,367$35,184iApproximate average salary by contribution assumption: employee only about $879,588 at 4% or $586,392 at 6%; with 50% employer match about $586,392 at 4% or $390,928 at 6%; with 100% employer match about $439,794 at 4% or $293,196 at 6%.
202112$1,882,632$67,665$33,833iApproximate average salary by contribution assumption: employee only about $845,813 at 4% or $563,875 at 6%; with 50% employer match about $563,875 at 4% or $375,917 at 6%; with 100% employer match about $422,906 at 4% or $281,938 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,882,632$67,665$33,833iApproximate average salary by contribution assumption: employee only about $845,813 at 4% or $563,875 at 6%; with 50% employer match about $563,875 at 4% or $375,917 at 6%; with 100% employer match about $422,906 at 4% or $281,938 at 6%.
202012$1,691,562$66,550$33,275iApproximate average salary by contribution assumption: employee only about $831,875 at 4% or $554,583 at 6%; with 50% employer match about $554,583 at 4% or $369,722 at 6%; with 100% employer match about $415,938 at 4% or $277,292 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,691,562$66,550$33,275iApproximate average salary by contribution assumption: employee only about $831,875 at 4% or $554,583 at 6%; with 50% employer match about $554,583 at 4% or $369,722 at 6%; with 100% employer match about $415,938 at 4% or $277,292 at 6%.
201912$1,519,524$65,431$32,716iApproximate average salary by contribution assumption: employee only about $817,888 at 4% or $545,258 at 6%; with 50% employer match about $545,258 at 4% or $363,506 at 6%; with 100% employer match about $408,944 at 4% or $272,629 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,519,524$65,431$32,716iApproximate average salary by contribution assumption: employee only about $817,888 at 4% or $545,258 at 6%; with 50% employer match about $545,258 at 4% or $363,506 at 6%; with 100% employer match about $408,944 at 4% or $272,629 at 6%.
201812$1,260,884$64,692$32,346iApproximate average salary by contribution assumption: employee only about $808,650 at 4% or $539,100 at 6%; with 50% employer match about $539,100 at 4% or $359,400 at 6%; with 100% employer match about $404,325 at 4% or $269,550 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,260,884$64,692$32,346iApproximate average salary by contribution assumption: employee only about $808,650 at 4% or $539,100 at 6%; with 50% employer match about $539,100 at 4% or $359,400 at 6%; with 100% employer match about $404,325 at 4% or $269,550 at 6%.
201712$1,317,185$64,379$32,190iApproximate average salary by contribution assumption: employee only about $804,738 at 4% or $536,492 at 6%; with 50% employer match about $536,492 at 4% or $357,661 at 6%; with 100% employer match about $402,369 at 4% or $268,246 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,317,185$64,379$32,190iApproximate average salary by contribution assumption: employee only about $804,738 at 4% or $536,492 at 6%; with 50% employer match about $536,492 at 4% or $357,661 at 6%; with 100% employer match about $402,369 at 4% or $268,246 at 6%.
201612$1,106,129$63,011$31,506iApproximate average salary by contribution assumption: employee only about $787,638 at 4% or $525,092 at 6%; with 50% employer match about $525,092 at 4% or $350,061 at 6%; with 100% employer match about $393,819 at 4% or $262,546 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$1,106,129$63,011$31,506iApproximate average salary by contribution assumption: employee only about $787,638 at 4% or $525,092 at 6%; with 50% employer match about $525,092 at 4% or $350,061 at 6%; with 100% employer match about $393,819 at 4% or $262,546 at 6%.
201512$973,747$63,291$31,646iApproximate average salary by contribution assumption: employee only about $791,138 at 4% or $527,425 at 6%; with 50% employer match about $527,425 at 4% or $351,617 at 6%; with 100% employer match about $395,569 at 4% or $263,713 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$973,747$63,291$31,646iApproximate average salary by contribution assumption: employee only about $791,138 at 4% or $527,425 at 6%; with 50% employer match about $527,425 at 4% or $351,617 at 6%; with 100% employer match about $395,569 at 4% or $263,713 at 6%.
201412$925,477$61,197$30,599iApproximate average salary by contribution assumption: employee only about $764,963 at 4% or $509,975 at 6%; with 50% employer match about $509,975 at 4% or $339,983 at 6%; with 100% employer match about $382,481 at 4% or $254,988 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$925,477$61,197$30,599iApproximate average salary by contribution assumption: employee only about $764,963 at 4% or $509,975 at 6%; with 50% employer match about $509,975 at 4% or $339,983 at 6%; with 100% employer match about $382,481 at 4% or $254,988 at 6%.
201312$816,387$60,284$30,142iApproximate average salary by contribution assumption: employee only about $753,550 at 4% or $502,367 at 6%; with 50% employer match about $502,367 at 4% or $334,911 at 6%; with 100% employer match about $376,775 at 4% or $251,183 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$816,387$60,284$30,142iApproximate average salary by contribution assumption: employee only about $753,550 at 4% or $502,367 at 6%; with 50% employer match about $502,367 at 4% or $334,911 at 6%; with 100% employer match about $376,775 at 4% or $251,183 at 6%.
201212$659,278$59,269$29,635iApproximate average salary by contribution assumption: employee only about $740,863 at 4% or $493,908 at 6%; with 50% employer match about $493,908 at 4% or $329,272 at 6%; with 100% employer match about $370,431 at 4% or $246,954 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$659,278$59,269$29,635iApproximate average salary by contribution assumption: employee only about $740,863 at 4% or $493,908 at 6%; with 50% employer match about $493,908 at 4% or $329,272 at 6%; with 100% employer match about $370,431 at 4% or $246,954 at 6%.
201112$537,264$58,044$29,022iApproximate average salary by contribution assumption: employee only about $725,550 at 4% or $483,700 at 6%; with 50% employer match about $483,700 at 4% or $322,467 at 6%; with 100% employer match about $362,775 at 4% or $241,850 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$537,264$58,044$29,022iApproximate average salary by contribution assumption: employee only about $725,550 at 4% or $483,700 at 6%; with 50% employer match about $483,700 at 4% or $322,467 at 6%; with 100% employer match about $362,775 at 4% or $241,850 at 6%.
201012$481,396$57,675$28,838iApproximate average salary by contribution assumption: employee only about $720,938 at 4% or $480,625 at 6%; with 50% employer match about $480,625 at 4% or $320,417 at 6%; with 100% employer match about $360,469 at 4% or $240,313 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$481,396$57,675$28,838iApproximate average salary by contribution assumption: employee only about $720,938 at 4% or $480,625 at 6%; with 50% employer match about $480,625 at 4% or $320,417 at 6%; with 100% employer match about $360,469 at 4% or $240,313 at 6%.
200913$407,711$58,175$19,392iApproximate average salary by contribution assumption: employee only about $484,792 at 4% or $323,194 at 6%; with 50% employer match about $323,194 at 4% or $215,463 at 6%; with 100% employer match about $242,396 at 4% or $161,597 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-3$407,711$58,175$19,392iApproximate average salary by contribution assumption: employee only about $484,792 at 4% or $323,194 at 6%; with 50% employer match about $323,194 at 4% or $215,463 at 6%; with 100% employer match about $242,396 at 4% or $161,597 at 6%.
200812$276,923$54,090$27,045iApproximate average salary by contribution assumption: employee only about $676,125 at 4% or $450,750 at 6%; with 50% employer match about $450,750 at 4% or $300,500 at 6%; with 100% employer match about $338,063 at 4% or $225,375 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-2$276,923$54,090$27,045iApproximate average salary by contribution assumption: employee only about $676,125 at 4% or $450,750 at 6%; with 50% employer match about $450,750 at 4% or $300,500 at 6%; with 100% employer match about $338,063 at 4% or $225,375 at 6%.
200713$0$0-
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-3---
200613$255,998$51,322$17,107iApproximate average salary by contribution assumption: employee only about $427,683 at 4% or $285,122 at 6%; with 50% employer match about $285,122 at 4% or $190,081 at 6%; with 100% employer match about $213,842 at 4% or $142,561 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-3$255,998$51,322$17,107iApproximate average salary by contribution assumption: employee only about $427,683 at 4% or $285,122 at 6%; with 50% employer match about $285,122 at 4% or $190,081 at 6%; with 100% employer match about $213,842 at 4% or $142,561 at 6%.
200513$175,704$54,437$18,146iApproximate average salary by contribution assumption: employee only about $453,642 at 4% or $302,428 at 6%; with 50% employer match about $302,428 at 4% or $201,619 at 6%; with 100% employer match about $226,821 at 4% or $151,214 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-3$175,704$54,437$18,146iApproximate average salary by contribution assumption: employee only about $453,642 at 4% or $302,428 at 6%; with 50% employer match about $302,428 at 4% or $201,619 at 6%; with 100% employer match about $226,821 at 4% or $151,214 at 6%.
200413$112,714$54,457$18,152iApproximate average salary by contribution assumption: employee only about $453,808 at 4% or $302,539 at 6%; with 50% employer match about $302,539 at 4% or $201,693 at 6%; with 100% employer match about $226,904 at 4% or $151,269 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-3$112,714$54,457$18,152iApproximate average salary by contribution assumption: employee only about $453,808 at 4% or $302,539 at 6%; with 50% employer match about $302,539 at 4% or $201,693 at 6%; with 100% employer match about $226,904 at 4% or $151,269 at 6%.
200313$49,185$47,092$15,697iApproximate average salary by contribution assumption: employee only about $392,433 at 4% or $261,622 at 6%; with 50% employer match about $261,622 at 4% or $174,415 at 6%; with 100% employer match about $196,217 at 4% or $130,811 at 6%.
Robert P. Roy, Cfp 401(K) Profit Sharing Plan-3$49,185$47,092$15,697iApproximate average salary by contribution assumption: employee only about $392,433 at 4% or $261,622 at 6%; with 50% employer match about $261,622 at 4% or $174,415 at 6%; with 100% employer match about $196,217 at 4% or $130,811 at 6%.