Civic Intelligence

Roberts & Finger LLP

Plan context: Roberts & Finger LLP Cash or Deferred Plan

EIN 13-3133389 • 3 filings • 2 plans

Current Snapshot

Latest Year

2000

2000 Participants

26

2000 Assets

$3,239,638

2000 Contributions

$397,871

Historical Graphs

Total Assets Over Time

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

$3,581,997$1,790,999$019992000YearValue
$3,239,638Latest year 2000

Participants Over Time

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

2613019992000YearValue
26Latest year 2000

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
2000126$3,239,638$397,871$15,303iApproximate average salary by contribution assumption: employee only about $382,568 at 4% or $255,046 at 6%; with 50% employer match about $255,046 at 4% or $170,030 at 6%; with 100% employer match about $191,284 at 4% or $127,523 at 6%.
Roberts & Finger LLP Cash or Deferred Plan-26$3,239,638$397,871$15,303iApproximate average salary by contribution assumption: employee only about $382,568 at 4% or $255,046 at 6%; with 50% employer match about $255,046 at 4% or $170,030 at 6%; with 100% employer match about $191,284 at 4% or $127,523 at 6%.
1999222$3,581,997$311,850$14,175iApproximate average salary by contribution assumption: employee only about $354,375 at 4% or $236,250 at 6%; with 50% employer match about $236,250 at 4% or $157,500 at 6%; with 100% employer match about $177,188 at 4% or $118,125 at 6%.
Roberts & Finger LLP Cash or Deferred Plan-22$3,581,997$311,850$14,175iApproximate average salary by contribution assumption: employee only about $354,375 at 4% or $236,250 at 6%; with 50% employer match about $236,250 at 4% or $157,500 at 6%; with 100% employer match about $177,188 at 4% or $118,125 at 6%.
Roberts & Finger LLP Premium Reduction Cafeteria Plan-0---