Civic Intelligence

Roberts Eyecare Associates

Plan context: Roberts Roberts 401 K Profit Sharing Plan Trust

EIN 15-0528947 • Vestal, NY • 21 filings • 7 plans

3455 Vestal Pkwy EVestal, NY 13850-2147
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$956,832

2023 Contributions

$269,370

Historical Graphs

Total Assets Over Time

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

$3,469,481$1,734,741$0200220132022YearValue
$956,832Latest year 2022

Participants Over Time

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

42210200220132022YearValue
19Latest year 2022

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
202310$0$0-
Roberts Roberts 401 K Profit Sharing Plan Trust-0$0$0-
2022119$956,832$269,370$14,177iApproximate average salary by contribution assumption: employee only about $354,434 at 4% or $236,289 at 6%; with 50% employer match about $236,289 at 4% or $157,526 at 6%; with 100% employer match about $177,217 at 4% or $118,145 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-19$956,832$269,370$14,177iApproximate average salary by contribution assumption: employee only about $354,434 at 4% or $236,289 at 6%; with 50% employer match about $236,289 at 4% or $157,526 at 6%; with 100% employer match about $177,217 at 4% or $118,145 at 6%.
2021139$3,469,481$292,223$7,493iApproximate average salary by contribution assumption: employee only about $187,322 at 4% or $124,882 at 6%; with 50% employer match about $124,882 at 4% or $83,254 at 6%; with 100% employer match about $93,661 at 4% or $62,441 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-39$3,469,481$292,223$7,493iApproximate average salary by contribution assumption: employee only about $187,322 at 4% or $124,882 at 6%; with 50% employer match about $124,882 at 4% or $83,254 at 6%; with 100% employer match about $93,661 at 4% or $62,441 at 6%.
2020138$3,005,761$265,272$6,981iApproximate average salary by contribution assumption: employee only about $174,521 at 4% or $116,347 at 6%; with 50% employer match about $116,347 at 4% or $77,565 at 6%; with 100% employer match about $87,261 at 4% or $58,174 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-38$3,005,761$265,272$6,981iApproximate average salary by contribution assumption: employee only about $174,521 at 4% or $116,347 at 6%; with 50% employer match about $116,347 at 4% or $77,565 at 6%; with 100% employer match about $87,261 at 4% or $58,174 at 6%.
2019142$2,712,722$315,489$7,512iApproximate average salary by contribution assumption: employee only about $187,791 at 4% or $125,194 at 6%; with 50% employer match about $125,194 at 4% or $83,463 at 6%; with 100% employer match about $93,896 at 4% or $62,597 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-42$2,712,722$315,489$7,512iApproximate average salary by contribution assumption: employee only about $187,791 at 4% or $125,194 at 6%; with 50% employer match about $125,194 at 4% or $83,463 at 6%; with 100% employer match about $93,896 at 4% or $62,597 at 6%.
2018137$2,124,958$235,324$6,360iApproximate average salary by contribution assumption: employee only about $159,003 at 4% or $106,002 at 6%; with 50% employer match about $106,002 at 4% or $70,668 at 6%; with 100% employer match about $79,501 at 4% or $53,001 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-37$2,124,958$235,324$6,360iApproximate average salary by contribution assumption: employee only about $159,003 at 4% or $106,002 at 6%; with 50% employer match about $106,002 at 4% or $70,668 at 6%; with 100% employer match about $79,501 at 4% or $53,001 at 6%.
2017135$2,012,691$233,895$6,683iApproximate average salary by contribution assumption: employee only about $167,068 at 4% or $111,379 at 6%; with 50% employer match about $111,379 at 4% or $74,252 at 6%; with 100% employer match about $83,534 at 4% or $55,689 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-35$2,012,691$233,895$6,683iApproximate average salary by contribution assumption: employee only about $167,068 at 4% or $111,379 at 6%; with 50% employer match about $111,379 at 4% or $74,252 at 6%; with 100% employer match about $83,534 at 4% or $55,689 at 6%.
2016131$1,614,678$218,555$7,050iApproximate average salary by contribution assumption: employee only about $176,254 at 4% or $117,503 at 6%; with 50% employer match about $117,503 at 4% or $78,335 at 6%; with 100% employer match about $88,127 at 4% or $58,751 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-31$1,614,678$218,555$7,050iApproximate average salary by contribution assumption: employee only about $176,254 at 4% or $117,503 at 6%; with 50% employer match about $117,503 at 4% or $78,335 at 6%; with 100% employer match about $88,127 at 4% or $58,751 at 6%.
2015129$1,382,263$211,894$7,307iApproximate average salary by contribution assumption: employee only about $182,667 at 4% or $121,778 at 6%; with 50% employer match about $121,778 at 4% or $81,185 at 6%; with 100% employer match about $91,334 at 4% or $60,889 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-29$1,382,263$211,894$7,307iApproximate average salary by contribution assumption: employee only about $182,667 at 4% or $121,778 at 6%; with 50% employer match about $121,778 at 4% or $81,185 at 6%; with 100% employer match about $91,334 at 4% or $60,889 at 6%.
2014129$1,422,542$189,348$6,529iApproximate average salary by contribution assumption: employee only about $163,231 at 4% or $108,821 at 6%; with 50% employer match about $108,821 at 4% or $72,547 at 6%; with 100% employer match about $81,616 at 4% or $54,410 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-29$1,422,542$189,348$6,529iApproximate average salary by contribution assumption: employee only about $163,231 at 4% or $108,821 at 6%; with 50% employer match about $108,821 at 4% or $72,547 at 6%; with 100% employer match about $81,616 at 4% or $54,410 at 6%.
2013126$1,174,357$168,142$6,467iApproximate average salary by contribution assumption: employee only about $161,675 at 4% or $107,783 at 6%; with 50% employer match about $107,783 at 4% or $71,856 at 6%; with 100% employer match about $80,838 at 4% or $53,892 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-26$1,174,357$168,142$6,467iApproximate average salary by contribution assumption: employee only about $161,675 at 4% or $107,783 at 6%; with 50% employer match about $107,783 at 4% or $71,856 at 6%; with 100% employer match about $80,838 at 4% or $53,892 at 6%.
2012123$922,242$171,173$7,442iApproximate average salary by contribution assumption: employee only about $186,058 at 4% or $124,038 at 6%; with 50% employer match about $124,038 at 4% or $82,692 at 6%; with 100% employer match about $93,029 at 4% or $62,019 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-23$922,242$171,173$7,442iApproximate average salary by contribution assumption: employee only about $186,058 at 4% or $124,038 at 6%; with 50% employer match about $124,038 at 4% or $82,692 at 6%; with 100% employer match about $93,029 at 4% or $62,019 at 6%.
2011126$717,234$156,050$6,002iApproximate average salary by contribution assumption: employee only about $150,048 at 4% or $100,032 at 6%; with 50% employer match about $100,032 at 4% or $66,688 at 6%; with 100% employer match about $75,024 at 4% or $50,016 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-26$717,234$156,050$6,002iApproximate average salary by contribution assumption: employee only about $150,048 at 4% or $100,032 at 6%; with 50% employer match about $100,032 at 4% or $66,688 at 6%; with 100% employer match about $75,024 at 4% or $50,016 at 6%.
2010125$615,232$150,264$6,011iApproximate average salary by contribution assumption: employee only about $150,264 at 4% or $100,176 at 6%; with 50% employer match about $100,176 at 4% or $66,784 at 6%; with 100% employer match about $75,132 at 4% or $50,088 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-25$615,232$150,264$6,011iApproximate average salary by contribution assumption: employee only about $150,264 at 4% or $100,176 at 6%; with 50% employer match about $100,176 at 4% or $66,784 at 6%; with 100% employer match about $75,132 at 4% or $50,088 at 6%.
2009129$533,842$147,204$5,076iApproximate average salary by contribution assumption: employee only about $126,900 at 4% or $84,600 at 6%; with 50% employer match about $84,600 at 4% or $56,400 at 6%; with 100% employer match about $63,450 at 4% or $42,300 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-29$533,842$147,204$5,076iApproximate average salary by contribution assumption: employee only about $126,900 at 4% or $84,600 at 6%; with 50% employer match about $84,600 at 4% or $56,400 at 6%; with 100% employer match about $63,450 at 4% or $42,300 at 6%.
2008128$306,806$151,362$5,406iApproximate average salary by contribution assumption: employee only about $135,145 at 4% or $90,096 at 6%; with 50% employer match about $90,096 at 4% or $60,064 at 6%; with 100% employer match about $67,572 at 4% or $45,048 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-28$306,806$151,362$5,406iApproximate average salary by contribution assumption: employee only about $135,145 at 4% or $90,096 at 6%; with 50% employer match about $90,096 at 4% or $60,064 at 6%; with 100% employer match about $67,572 at 4% or $45,048 at 6%.
2007126$0$0-
Roberts Roberts 401 K Profit Sharing Plan Trust-26---
2006124$175,237$41,739$1,739iApproximate average salary by contribution assumption: employee only about $43,478 at 4% or $28,985 at 6%; with 50% employer match about $28,985 at 4% or $19,324 at 6%; with 100% employer match about $21,739 at 4% or $14,493 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-24$175,237$41,739$1,739iApproximate average salary by contribution assumption: employee only about $43,478 at 4% or $28,985 at 6%; with 50% employer match about $28,985 at 4% or $19,324 at 6%; with 100% employer match about $21,739 at 4% or $14,493 at 6%.
2004114$86,416$36,384$2,599iApproximate average salary by contribution assumption: employee only about $64,971 at 4% or $43,314 at 6%; with 50% employer match about $43,314 at 4% or $28,876 at 6%; with 100% employer match about $32,486 at 4% or $21,657 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-14$86,416$36,384$2,599iApproximate average salary by contribution assumption: employee only about $64,971 at 4% or $43,314 at 6%; with 50% employer match about $43,314 at 4% or $28,876 at 6%; with 100% employer match about $32,486 at 4% or $21,657 at 6%.
2003114$57,023$35,379$2,527iApproximate average salary by contribution assumption: employee only about $63,177 at 4% or $42,118 at 6%; with 50% employer match about $42,118 at 4% or $28,079 at 6%; with 100% employer match about $31,588 at 4% or $21,059 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-14$57,023$35,379$2,527iApproximate average salary by contribution assumption: employee only about $63,177 at 4% or $42,118 at 6%; with 50% employer match about $42,118 at 4% or $28,079 at 6%; with 100% employer match about $31,588 at 4% or $21,059 at 6%.
2002113$15,460$16,247$1,250iApproximate average salary by contribution assumption: employee only about $31,244 at 4% or $20,829 at 6%; with 50% employer match about $20,829 at 4% or $13,886 at 6%; with 100% employer match about $15,622 at 4% or $10,415 at 6%.
Roberts Roberts 401 K Profit Sharing Plan Trust-13$15,460$16,247$1,250iApproximate average salary by contribution assumption: employee only about $31,244 at 4% or $20,829 at 6%; with 50% employer match about $20,829 at 4% or $13,886 at 6%; with 100% employer match about $15,622 at 4% or $10,415 at 6%.