Civic Intelligence

The Roberts Agency Inc.

Plan context: The Roberts Agency Inc. 401K Profit Sharing Plan

EIN 06-0767914 • Bloomfield, CT • 26 filings • 2 plans

31 Tunxis AvenueBloomfield, CT 06002-0805
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,963,278

2024 Contributions

$111,342

Historical Graphs

Total Assets Over Time

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

$2,963,278$1,481,639$0199920152024YearValue
$2,963,278Latest year 2024

Participants Over Time

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

1890199920122024YearValue
11Latest 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
2024111$2,963,278$111,342$10,122iApproximate average salary by contribution assumption: employee only about $253,050 at 4% or $168,700 at 6%; with 50% employer match about $168,700 at 4% or $112,467 at 6%; with 100% employer match about $126,525 at 4% or $84,350 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-11$2,963,278$111,342$10,122iApproximate average salary by contribution assumption: employee only about $253,050 at 4% or $168,700 at 6%; with 50% employer match about $168,700 at 4% or $112,467 at 6%; with 100% employer match about $126,525 at 4% or $84,350 at 6%.
2023111$2,596,763$123,715$11,247iApproximate average salary by contribution assumption: employee only about $281,170 at 4% or $187,447 at 6%; with 50% employer match about $187,447 at 4% or $124,965 at 6%; with 100% employer match about $140,585 at 4% or $93,723 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-11$2,596,763$123,715$11,247iApproximate average salary by contribution assumption: employee only about $281,170 at 4% or $187,447 at 6%; with 50% employer match about $187,447 at 4% or $124,965 at 6%; with 100% employer match about $140,585 at 4% or $93,723 at 6%.
2022111$2,191,502$122,097$11,100iApproximate average salary by contribution assumption: employee only about $277,493 at 4% or $184,995 at 6%; with 50% employer match about $184,995 at 4% or $123,330 at 6%; with 100% employer match about $138,747 at 4% or $92,498 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-11$2,191,502$122,097$11,100iApproximate average salary by contribution assumption: employee only about $277,493 at 4% or $184,995 at 6%; with 50% employer match about $184,995 at 4% or $123,330 at 6%; with 100% employer match about $138,747 at 4% or $92,498 at 6%.
2021111$1,828,663$123,019$11,184iApproximate average salary by contribution assumption: employee only about $279,589 at 4% or $186,392 at 6%; with 50% employer match about $186,392 at 4% or $124,262 at 6%; with 100% employer match about $139,794 at 4% or $93,196 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-11$1,828,663$123,019$11,184iApproximate average salary by contribution assumption: employee only about $279,589 at 4% or $186,392 at 6%; with 50% employer match about $186,392 at 4% or $124,262 at 6%; with 100% employer match about $139,794 at 4% or $93,196 at 6%.
2020110$2,225,146$106,530$10,653iApproximate average salary by contribution assumption: employee only about $266,325 at 4% or $177,550 at 6%; with 50% employer match about $177,550 at 4% or $118,367 at 6%; with 100% employer match about $133,163 at 4% or $88,775 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-10$2,225,146$106,530$10,653iApproximate average salary by contribution assumption: employee only about $266,325 at 4% or $177,550 at 6%; with 50% employer match about $177,550 at 4% or $118,367 at 6%; with 100% employer match about $133,163 at 4% or $88,775 at 6%.
2019110$1,758,789$98,808$9,881iApproximate average salary by contribution assumption: employee only about $247,020 at 4% or $164,680 at 6%; with 50% employer match about $164,680 at 4% or $109,787 at 6%; with 100% employer match about $123,510 at 4% or $82,340 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-10$1,758,789$98,808$9,881iApproximate average salary by contribution assumption: employee only about $247,020 at 4% or $164,680 at 6%; with 50% employer match about $164,680 at 4% or $109,787 at 6%; with 100% employer match about $123,510 at 4% or $82,340 at 6%.
2018112$2,184,240$104,134$8,678iApproximate average salary by contribution assumption: employee only about $216,946 at 4% or $144,631 at 6%; with 50% employer match about $144,631 at 4% or $96,420 at 6%; with 100% employer match about $108,473 at 4% or $72,315 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-12$2,184,240$104,134$8,678iApproximate average salary by contribution assumption: employee only about $216,946 at 4% or $144,631 at 6%; with 50% employer match about $144,631 at 4% or $96,420 at 6%; with 100% employer match about $108,473 at 4% or $72,315 at 6%.
2017113$2,117,430$117,865$9,067iApproximate average salary by contribution assumption: employee only about $226,663 at 4% or $151,109 at 6%; with 50% employer match about $151,109 at 4% or $100,739 at 6%; with 100% employer match about $113,332 at 4% or $75,554 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-13$2,117,430$117,865$9,067iApproximate average salary by contribution assumption: employee only about $226,663 at 4% or $151,109 at 6%; with 50% employer match about $151,109 at 4% or $100,739 at 6%; with 100% employer match about $113,332 at 4% or $75,554 at 6%.
2016114$1,899,603$132,184$9,442iApproximate average salary by contribution assumption: employee only about $236,043 at 4% or $157,362 at 6%; with 50% employer match about $157,362 at 4% or $104,908 at 6%; with 100% employer match about $118,021 at 4% or $78,681 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-14$1,899,603$132,184$9,442iApproximate average salary by contribution assumption: employee only about $236,043 at 4% or $157,362 at 6%; with 50% employer match about $157,362 at 4% or $104,908 at 6%; with 100% employer match about $118,021 at 4% or $78,681 at 6%.
2015115$1,897,264$166,432$11,095iApproximate average salary by contribution assumption: employee only about $277,387 at 4% or $184,924 at 6%; with 50% employer match about $184,924 at 4% or $123,283 at 6%; with 100% employer match about $138,693 at 4% or $92,462 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-15$1,897,264$166,432$11,095iApproximate average salary by contribution assumption: employee only about $277,387 at 4% or $184,924 at 6%; with 50% employer match about $184,924 at 4% or $123,283 at 6%; with 100% employer match about $138,693 at 4% or $92,462 at 6%.
2014115$1,633,483$150,505$10,034iApproximate average salary by contribution assumption: employee only about $250,842 at 4% or $167,228 at 6%; with 50% employer match about $167,228 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-15$1,633,483$150,505$10,034iApproximate average salary by contribution assumption: employee only about $250,842 at 4% or $167,228 at 6%; with 50% employer match about $167,228 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.
2013115$1,541,061$131,279$8,752iApproximate average salary by contribution assumption: employee only about $218,798 at 4% or $145,866 at 6%; with 50% employer match about $145,866 at 4% or $97,244 at 6%; with 100% employer match about $109,399 at 4% or $72,933 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-15$1,541,061$131,279$8,752iApproximate average salary by contribution assumption: employee only about $218,798 at 4% or $145,866 at 6%; with 50% employer match about $145,866 at 4% or $97,244 at 6%; with 100% employer match about $109,399 at 4% or $72,933 at 6%.
2012115$1,345,734$61,336$4,089iApproximate average salary by contribution assumption: employee only about $102,227 at 4% or $68,151 at 6%; with 50% employer match about $68,151 at 4% or $45,434 at 6%; with 100% employer match about $51,113 at 4% or $34,076 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-15$1,345,734$61,336$4,089iApproximate average salary by contribution assumption: employee only about $102,227 at 4% or $68,151 at 6%; with 50% employer match about $68,151 at 4% or $45,434 at 6%; with 100% employer match about $51,113 at 4% or $34,076 at 6%.
2011116$1,189,667$19,635$1,227iApproximate average salary by contribution assumption: employee only about $30,680 at 4% or $20,453 at 6%; with 50% employer match about $20,453 at 4% or $13,635 at 6%; with 100% employer match about $15,340 at 4% or $10,227 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-16$1,189,667$19,635$1,227iApproximate average salary by contribution assumption: employee only about $30,680 at 4% or $20,453 at 6%; with 50% employer match about $20,453 at 4% or $13,635 at 6%; with 100% employer match about $15,340 at 4% or $10,227 at 6%.
2010118$1,091,341$71,601$3,978iApproximate average salary by contribution assumption: employee only about $99,446 at 4% or $66,297 at 6%; with 50% employer match about $66,297 at 4% or $44,198 at 6%; with 100% employer match about $49,723 at 4% or $33,149 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-18$1,091,341$71,601$3,978iApproximate average salary by contribution assumption: employee only about $99,446 at 4% or $66,297 at 6%; with 50% employer match about $66,297 at 4% or $44,198 at 6%; with 100% employer match about $49,723 at 4% or $33,149 at 6%.
2009118$1,512,338$88,715$4,929iApproximate average salary by contribution assumption: employee only about $123,215 at 4% or $82,144 at 6%; with 50% employer match about $82,144 at 4% or $54,762 at 6%; with 100% employer match about $61,608 at 4% or $41,072 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-18$1,512,338$88,715$4,929iApproximate average salary by contribution assumption: employee only about $123,215 at 4% or $82,144 at 6%; with 50% employer match about $82,144 at 4% or $54,762 at 6%; with 100% employer match about $61,608 at 4% or $41,072 at 6%.
2008113$0$0-
The Roberts Agency Inc. 401K Profit Sharing Plan-13---
2007114$0$0-
The Roberts Agency Inc. 401K Profit Sharing Plan-14---
2006114$0$0-
The Roberts Agency Inc. 401K Profit Sharing Plan-14---
2005117$1,241,728$172,585$10,152iApproximate average salary by contribution assumption: employee only about $253,801 at 4% or $169,201 at 6%; with 50% employer match about $169,201 at 4% or $112,801 at 6%; with 100% employer match about $126,901 at 4% or $84,600 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-17$1,241,728$172,585$10,152iApproximate average salary by contribution assumption: employee only about $253,801 at 4% or $169,201 at 6%; with 50% employer match about $169,201 at 4% or $112,801 at 6%; with 100% employer match about $126,901 at 4% or $84,600 at 6%.
2004113$1,049,098$175,815$13,524iApproximate average salary by contribution assumption: employee only about $338,106 at 4% or $225,404 at 6%; with 50% employer match about $225,404 at 4% or $150,269 at 6%; with 100% employer match about $169,053 at 4% or $112,702 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-13$1,049,098$175,815$13,524iApproximate average salary by contribution assumption: employee only about $338,106 at 4% or $225,404 at 6%; with 50% employer match about $225,404 at 4% or $150,269 at 6%; with 100% employer match about $169,053 at 4% or $112,702 at 6%.
2003113$0$0-
The Roberts Agency Inc. 401K Profit Sharing Plan-13---
2002113$0$0-
The Roberts Agency Inc. 401K Profit Sharing Plan-13---
2001113$0$0-
The Roberts Agency Inc. 401K Profit Sharing Plan-13---
2000113$0$0-
The Roberts Agency Inc. 401K Profit Sharing Plan-13---
1999115$402,851$111,360$7,424iApproximate average salary by contribution assumption: employee only about $185,600 at 4% or $123,733 at 6%; with 50% employer match about $123,733 at 4% or $82,489 at 6%; with 100% employer match about $92,800 at 4% or $61,867 at 6%.
The Roberts Agency Inc. 401K Profit Sharing Plan-15$402,851$111,360$7,424iApproximate average salary by contribution assumption: employee only about $185,600 at 4% or $123,733 at 6%; with 50% employer match about $123,733 at 4% or $82,489 at 6%; with 100% employer match about $92,800 at 4% or $61,867 at 6%.