Civic Intelligence

Robert S. Fers, Inc.

Plan context: Rbert S F I 401K

EIN 06-0724527 • North Haven, CT • 24 filings • 6 plans

134 Middletown AveNorth Haven, CT 06473
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$6,417,940

2024 Contributions

$298,033

Historical Graphs

Total Assets Over Time

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

$6,417,940$3,208,970$0199920142024YearValue
$6,417,940Latest year 2024

Participants Over Time

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

24120199920132024YearValue
21Latest year 2024

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
2024121$6,417,940$298,033$14,192iApproximate average salary by contribution assumption: employee only about $354,801 at 4% or $236,534 at 6%; with 50% employer match about $236,534 at 4% or $157,689 at 6%; with 100% employer match about $177,401 at 4% or $118,267 at 6%.
Rbert S F I 401K-21$6,417,940$298,033$14,192iApproximate average salary by contribution assumption: employee only about $354,801 at 4% or $236,534 at 6%; with 50% employer match about $236,534 at 4% or $157,689 at 6%; with 100% employer match about $177,401 at 4% or $118,267 at 6%.
2023124$6,024,495$327,042$13,627iApproximate average salary by contribution assumption: employee only about $340,669 at 4% or $227,113 at 6%; with 50% employer match about $227,113 at 4% or $151,408 at 6%; with 100% employer match about $170,334 at 4% or $113,556 at 6%.
Rbert S F I 401K-24$6,024,495$327,042$13,627iApproximate average salary by contribution assumption: employee only about $340,669 at 4% or $227,113 at 6%; with 50% employer match about $227,113 at 4% or $151,408 at 6%; with 100% employer match about $170,334 at 4% or $113,556 at 6%.
2022124$5,125,059$517,128$21,547iApproximate average salary by contribution assumption: employee only about $538,675 at 4% or $359,117 at 6%; with 50% employer match about $359,117 at 4% or $239,411 at 6%; with 100% employer match about $269,338 at 4% or $179,558 at 6%.
Rbert S F I 401K-24$5,125,059$517,128$21,547iApproximate average salary by contribution assumption: employee only about $538,675 at 4% or $359,117 at 6%; with 50% employer match about $359,117 at 4% or $239,411 at 6%; with 100% employer match about $269,338 at 4% or $179,558 at 6%.
2021123$5,393,201$291,032$12,654iApproximate average salary by contribution assumption: employee only about $316,339 at 4% or $210,893 at 6%; with 50% employer match about $210,893 at 4% or $140,595 at 6%; with 100% employer match about $158,170 at 4% or $105,446 at 6%.
Rbert S F I 401K-23$5,393,201$291,032$12,654iApproximate average salary by contribution assumption: employee only about $316,339 at 4% or $210,893 at 6%; with 50% employer match about $210,893 at 4% or $140,595 at 6%; with 100% employer match about $158,170 at 4% or $105,446 at 6%.
2020122$4,612,938$242,016$11,001iApproximate average salary by contribution assumption: employee only about $275,018 at 4% or $183,345 at 6%; with 50% employer match about $183,345 at 4% or $122,230 at 6%; with 100% employer match about $137,509 at 4% or $91,673 at 6%.
Rbert S F I 401K-22$4,612,938$242,016$11,001iApproximate average salary by contribution assumption: employee only about $275,018 at 4% or $183,345 at 6%; with 50% employer match about $183,345 at 4% or $122,230 at 6%; with 100% employer match about $137,509 at 4% or $91,673 at 6%.
2019120$3,914,287$645,727$32,286iApproximate average salary by contribution assumption: employee only about $807,159 at 4% or $538,106 at 6%; with 50% employer match about $538,106 at 4% or $358,737 at 6%; with 100% employer match about $403,579 at 4% or $269,053 at 6%.
Rbert S F I 401K-20$3,914,287$645,727$32,286iApproximate average salary by contribution assumption: employee only about $807,159 at 4% or $538,106 at 6%; with 50% employer match about $538,106 at 4% or $358,737 at 6%; with 100% employer match about $403,579 at 4% or $269,053 at 6%.
2018118$3,186,131$112,460$6,248iApproximate average salary by contribution assumption: employee only about $156,194 at 4% or $104,130 at 6%; with 50% employer match about $104,130 at 4% or $69,420 at 6%; with 100% employer match about $78,097 at 4% or $52,065 at 6%.
Rbert S F I 401K-18$3,186,131$112,460$6,248iApproximate average salary by contribution assumption: employee only about $156,194 at 4% or $104,130 at 6%; with 50% employer match about $104,130 at 4% or $69,420 at 6%; with 100% employer match about $78,097 at 4% or $52,065 at 6%.
2017118$3,305,970$95,860$5,326iApproximate average salary by contribution assumption: employee only about $133,139 at 4% or $88,759 at 6%; with 50% employer match about $88,759 at 4% or $59,173 at 6%; with 100% employer match about $66,569 at 4% or $44,380 at 6%.
Rbert S F I 401K-18$3,305,970$95,860$5,326iApproximate average salary by contribution assumption: employee only about $133,139 at 4% or $88,759 at 6%; with 50% employer match about $88,759 at 4% or $59,173 at 6%; with 100% employer match about $66,569 at 4% or $44,380 at 6%.
2016118$2,925,034$167,360$9,298iApproximate average salary by contribution assumption: employee only about $232,444 at 4% or $154,963 at 6%; with 50% employer match about $154,963 at 4% or $103,309 at 6%; with 100% employer match about $116,222 at 4% or $77,481 at 6%.
Rbert S F I 401K-18$2,925,034$167,360$9,298iApproximate average salary by contribution assumption: employee only about $232,444 at 4% or $154,963 at 6%; with 50% employer match about $154,963 at 4% or $103,309 at 6%; with 100% employer match about $116,222 at 4% or $77,481 at 6%.
2015119$2,477,093$120,110$6,322iApproximate average salary by contribution assumption: employee only about $158,039 at 4% or $105,360 at 6%; with 50% employer match about $105,360 at 4% or $70,240 at 6%; with 100% employer match about $79,020 at 4% or $52,680 at 6%.
Rbert S F I 401K-19$2,477,093$120,110$6,322iApproximate average salary by contribution assumption: employee only about $158,039 at 4% or $105,360 at 6%; with 50% employer match about $105,360 at 4% or $70,240 at 6%; with 100% employer match about $79,020 at 4% or $52,680 at 6%.
2014115$2,364,776$138,045$9,203iApproximate average salary by contribution assumption: employee only about $230,075 at 4% or $153,383 at 6%; with 50% employer match about $153,383 at 4% or $102,256 at 6%; with 100% employer match about $115,038 at 4% or $76,692 at 6%.
Rbert S F I 401K-15$2,364,776$138,045$9,203iApproximate average salary by contribution assumption: employee only about $230,075 at 4% or $153,383 at 6%; with 50% employer match about $153,383 at 4% or $102,256 at 6%; with 100% employer match about $115,038 at 4% or $76,692 at 6%.
2013116$2,242,453$137,745$8,609iApproximate average salary by contribution assumption: employee only about $215,227 at 4% or $143,484 at 6%; with 50% employer match about $143,484 at 4% or $95,656 at 6%; with 100% employer match about $107,613 at 4% or $71,742 at 6%.
Rbert S F I 401K-16$2,242,453$137,745$8,609iApproximate average salary by contribution assumption: employee only about $215,227 at 4% or $143,484 at 6%; with 50% employer match about $143,484 at 4% or $95,656 at 6%; with 100% employer match about $107,613 at 4% or $71,742 at 6%.
2012117$1,687,613$136,350$8,021iApproximate average salary by contribution assumption: employee only about $200,515 at 4% or $133,676 at 6%; with 50% employer match about $133,676 at 4% or $89,118 at 6%; with 100% employer match about $100,257 at 4% or $66,838 at 6%.
Rbert S F I 401K-17$1,687,613$136,350$8,021iApproximate average salary by contribution assumption: employee only about $200,515 at 4% or $133,676 at 6%; with 50% employer match about $133,676 at 4% or $89,118 at 6%; with 100% employer match about $100,257 at 4% or $66,838 at 6%.
2011117$1,612,490$133,675$7,863iApproximate average salary by contribution assumption: employee only about $196,581 at 4% or $131,054 at 6%; with 50% employer match about $131,054 at 4% or $87,369 at 6%; with 100% employer match about $98,290 at 4% or $65,527 at 6%.
Rbert S F I 401K-17$1,612,490$133,675$7,863iApproximate average salary by contribution assumption: employee only about $196,581 at 4% or $131,054 at 6%; with 50% employer match about $131,054 at 4% or $87,369 at 6%; with 100% employer match about $98,290 at 4% or $65,527 at 6%.
2010120$1,626,228$132,310$6,616iApproximate average salary by contribution assumption: employee only about $165,388 at 4% or $110,258 at 6%; with 50% employer match about $110,258 at 4% or $73,506 at 6%; with 100% employer match about $82,694 at 4% or $55,129 at 6%.
Rbert S F I 401K-20$1,626,228$132,310$6,616iApproximate average salary by contribution assumption: employee only about $165,388 at 4% or $110,258 at 6%; with 50% employer match about $110,258 at 4% or $73,506 at 6%; with 100% employer match about $82,694 at 4% or $55,129 at 6%.
2009112$1,486,391$131,690$10,974iApproximate average salary by contribution assumption: employee only about $274,354 at 4% or $182,903 at 6%; with 50% employer match about $182,903 at 4% or $121,935 at 6%; with 100% employer match about $137,177 at 4% or $91,451 at 6%.
Rbert S F I 401K-12$1,486,391$131,690$10,974iApproximate average salary by contribution assumption: employee only about $274,354 at 4% or $182,903 at 6%; with 50% employer match about $182,903 at 4% or $121,935 at 6%; with 100% employer match about $137,177 at 4% or $91,451 at 6%.
2008111$1,251,027$118,870$10,806iApproximate average salary by contribution assumption: employee only about $270,159 at 4% or $180,106 at 6%; with 50% employer match about $180,106 at 4% or $120,071 at 6%; with 100% employer match about $135,080 at 4% or $90,053 at 6%.
Rbert S F I 401K-11$1,251,027$118,870$10,806iApproximate average salary by contribution assumption: employee only about $270,159 at 4% or $180,106 at 6%; with 50% employer match about $180,106 at 4% or $120,071 at 6%; with 100% employer match about $135,080 at 4% or $90,053 at 6%.
2007111$0$0-
Rbert S F I 401K-11---
2006112$1,823,885$111,920$9,327iApproximate average salary by contribution assumption: employee only about $233,167 at 4% or $155,444 at 6%; with 50% employer match about $155,444 at 4% or $103,630 at 6%; with 100% employer match about $116,583 at 4% or $77,722 at 6%.
Rbert S F I 401K-12$1,823,885$111,920$9,327iApproximate average salary by contribution assumption: employee only about $233,167 at 4% or $155,444 at 6%; with 50% employer match about $155,444 at 4% or $103,630 at 6%; with 100% employer match about $116,583 at 4% or $77,722 at 6%.
2005118$1,506,791$90,660$5,037iApproximate average salary by contribution assumption: employee only about $125,917 at 4% or $83,944 at 6%; with 50% employer match about $83,944 at 4% or $55,963 at 6%; with 100% employer match about $62,958 at 4% or $41,972 at 6%.
Rbert S F I 401K-18$1,506,791$90,660$5,037iApproximate average salary by contribution assumption: employee only about $125,917 at 4% or $83,944 at 6%; with 50% employer match about $83,944 at 4% or $55,963 at 6%; with 100% employer match about $62,958 at 4% or $41,972 at 6%.
2004118$1,282,107$27,750$1,542iApproximate average salary by contribution assumption: employee only about $38,542 at 4% or $25,694 at 6%; with 50% employer match about $25,694 at 4% or $17,130 at 6%; with 100% employer match about $19,271 at 4% or $12,847 at 6%.
Rbert S F I 401K-18$1,282,107$27,750$1,542iApproximate average salary by contribution assumption: employee only about $38,542 at 4% or $25,694 at 6%; with 50% employer match about $25,694 at 4% or $17,130 at 6%; with 100% employer match about $19,271 at 4% or $12,847 at 6%.
2001114$0$0-
ROBERT S. FERS INC. 401K PLAN-14---
2000114$0$0-
Rbert S F I 401K-14---
1999111$668,008$31,875$2,898iApproximate average salary by contribution assumption: employee only about $72,443 at 4% or $48,295 at 6%; with 50% employer match about $48,295 at 4% or $32,197 at 6%; with 100% employer match about $36,222 at 4% or $24,148 at 6%.
Rbert S F I 401K-11$668,008$31,875$2,898iApproximate average salary by contribution assumption: employee only about $72,443 at 4% or $48,295 at 6%; with 50% employer match about $48,295 at 4% or $32,197 at 6%; with 100% employer match about $36,222 at 4% or $24,148 at 6%.