Civic Intelligence

Gordon B Roberts Agency Inc

Plan context: Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust

EIN 16-0928533 • Oneonta, NY • 12 filings • 6 plans

22-26 Watkins AveOneonta, NY 13820
Current Snapshot

Latest Year

2016

2016 Participants

18

2016 Assets

$2,509,584

2016 Contributions

$256,337

Historical Graphs

Total Assets Over Time

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

$2,509,584$1,254,792$0200520112016YearValue
$2,509,584Latest year 2016

Participants Over Time

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

22110200520112016YearValue
18Latest year 2016

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
2016118$2,509,584$256,337$14,241iApproximate average salary by contribution assumption: employee only about $356,024 at 4% or $237,349 at 6%; with 50% employer match about $237,349 at 4% or $158,233 at 6%; with 100% employer match about $178,012 at 4% or $118,675 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-18$2,509,584$256,337$14,241iApproximate average salary by contribution assumption: employee only about $356,024 at 4% or $237,349 at 6%; with 50% employer match about $237,349 at 4% or $158,233 at 6%; with 100% employer match about $178,012 at 4% or $118,675 at 6%.
2015120$2,133,767$235,035$11,752iApproximate average salary by contribution assumption: employee only about $293,794 at 4% or $195,863 at 6%; with 50% employer match about $195,863 at 4% or $130,575 at 6%; with 100% employer match about $146,897 at 4% or $97,931 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-20$2,133,767$235,035$11,752iApproximate average salary by contribution assumption: employee only about $293,794 at 4% or $195,863 at 6%; with 50% employer match about $195,863 at 4% or $130,575 at 6%; with 100% employer match about $146,897 at 4% or $97,931 at 6%.
2014119$2,164,592$223,154$11,745iApproximate average salary by contribution assumption: employee only about $293,624 at 4% or $195,749 at 6%; with 50% employer match about $195,749 at 4% or $130,499 at 6%; with 100% employer match about $146,812 at 4% or $97,875 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-19$2,164,592$223,154$11,745iApproximate average salary by contribution assumption: employee only about $293,624 at 4% or $195,749 at 6%; with 50% employer match about $195,749 at 4% or $130,499 at 6%; with 100% employer match about $146,812 at 4% or $97,875 at 6%.
2013119$1,832,818$234,530$12,344iApproximate average salary by contribution assumption: employee only about $308,592 at 4% or $205,728 at 6%; with 50% employer match about $205,728 at 4% or $137,152 at 6%; with 100% employer match about $154,296 at 4% or $102,864 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-19$1,832,818$234,530$12,344iApproximate average salary by contribution assumption: employee only about $308,592 at 4% or $205,728 at 6%; with 50% employer match about $205,728 at 4% or $137,152 at 6%; with 100% employer match about $154,296 at 4% or $102,864 at 6%.
2012119$1,309,356$210,026$11,054iApproximate average salary by contribution assumption: employee only about $276,350 at 4% or $184,233 at 6%; with 50% employer match about $184,233 at 4% or $122,822 at 6%; with 100% employer match about $138,175 at 4% or $92,117 at 6%.
GORDON B ROBERTS AGENCY INC 401 K PROFIT SHARING PLAN TRUST-19$1,309,356$210,026$11,054iApproximate average salary by contribution assumption: employee only about $276,350 at 4% or $184,233 at 6%; with 50% employer match about $184,233 at 4% or $122,822 at 6%; with 100% employer match about $138,175 at 4% or $92,117 at 6%.
2011121$1,115,153$182,668$8,698iApproximate average salary by contribution assumption: employee only about $217,462 at 4% or $144,975 at 6%; with 50% employer match about $144,975 at 4% or $96,650 at 6%; with 100% employer match about $108,731 at 4% or $72,487 at 6%.
GORDON B. ROBERTS AGENCY, INC. 401(K) PLAN-21$1,115,153$182,668$8,698iApproximate average salary by contribution assumption: employee only about $217,462 at 4% or $144,975 at 6%; with 50% employer match about $144,975 at 4% or $96,650 at 6%; with 100% employer match about $108,731 at 4% or $72,487 at 6%.
2010120$997,597$196,487$9,824iApproximate average salary by contribution assumption: employee only about $245,609 at 4% or $163,739 at 6%; with 50% employer match about $163,739 at 4% or $109,159 at 6%; with 100% employer match about $122,804 at 4% or $81,870 at 6%.
GORDON B. ROBERTS AGENCY, INC. 401(K) PLAN-20$997,597$196,487$9,824iApproximate average salary by contribution assumption: employee only about $245,609 at 4% or $163,739 at 6%; with 50% employer match about $163,739 at 4% or $109,159 at 6%; with 100% employer match about $122,804 at 4% or $81,870 at 6%.
2009122$725,129$201,302$9,150iApproximate average salary by contribution assumption: employee only about $228,752 at 4% or $152,502 at 6%; with 50% employer match about $152,502 at 4% or $101,668 at 6%; with 100% employer match about $114,376 at 4% or $76,251 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-22$725,129$201,302$9,150iApproximate average salary by contribution assumption: employee only about $228,752 at 4% or $152,502 at 6%; with 50% employer match about $152,502 at 4% or $101,668 at 6%; with 100% employer match about $114,376 at 4% or $76,251 at 6%.
2008120$448,655$216,456$10,823iApproximate average salary by contribution assumption: employee only about $270,570 at 4% or $180,380 at 6%; with 50% employer match about $180,380 at 4% or $120,253 at 6%; with 100% employer match about $135,285 at 4% or $90,190 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-20$448,655$216,456$10,823iApproximate average salary by contribution assumption: employee only about $270,570 at 4% or $180,380 at 6%; with 50% employer match about $180,380 at 4% or $120,253 at 6%; with 100% employer match about $135,285 at 4% or $90,190 at 6%.
2007117$506,889$196,886$11,582iApproximate average salary by contribution assumption: employee only about $289,538 at 4% or $193,025 at 6%; with 50% employer match about $193,025 at 4% or $128,684 at 6%; with 100% employer match about $144,769 at 4% or $96,513 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-17$506,889$196,886$11,582iApproximate average salary by contribution assumption: employee only about $289,538 at 4% or $193,025 at 6%; with 50% employer match about $193,025 at 4% or $128,684 at 6%; with 100% employer match about $144,769 at 4% or $96,513 at 6%.
2006120$373,875$200,042$10,002iApproximate average salary by contribution assumption: employee only about $250,053 at 4% or $166,702 at 6%; with 50% employer match about $166,702 at 4% or $111,134 at 6%; with 100% employer match about $125,026 at 4% or $83,351 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-20$373,875$200,042$10,002iApproximate average salary by contribution assumption: employee only about $250,053 at 4% or $166,702 at 6%; with 50% employer match about $166,702 at 4% or $111,134 at 6%; with 100% employer match about $125,026 at 4% or $83,351 at 6%.
2005118$145,430$134,886$7,494iApproximate average salary by contribution assumption: employee only about $187,342 at 4% or $124,894 at 6%; with 50% employer match about $124,894 at 4% or $83,263 at 6%; with 100% employer match about $93,671 at 4% or $62,447 at 6%.
Gordon B Roberts Agency Inc 401(K) Profit Sharing Plan & Trust-18$145,430$134,886$7,494iApproximate average salary by contribution assumption: employee only about $187,342 at 4% or $124,894 at 6%; with 50% employer match about $124,894 at 4% or $83,263 at 6%; with 100% employer match about $93,671 at 4% or $62,447 at 6%.