Civic Intelligence

Wayne a. Roberts Insurance Agency

Plan context: Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan

EIN 20-1348021 • Venice, FL • 21 filings • 2 plans

211 Nokomis Ave SVenice, FL 34285-2319
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,356,787

2024 Contributions

$147,561

Historical Graphs

Total Assets Over Time

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

$6,356,787$3,178,394$0200420142024YearValue
$6,356,787Latest year 2024

Participants Over Time

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

1580200420142024YearValue
15Latest 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
2024115$6,356,787$147,561$9,837iApproximate average salary by contribution assumption: employee only about $245,935 at 4% or $163,957 at 6%; with 50% employer match about $163,957 at 4% or $109,304 at 6%; with 100% employer match about $122,968 at 4% or $81,978 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-15$6,356,787$147,561$9,837iApproximate average salary by contribution assumption: employee only about $245,935 at 4% or $163,957 at 6%; with 50% employer match about $163,957 at 4% or $109,304 at 6%; with 100% employer match about $122,968 at 4% or $81,978 at 6%.
2023114$5,491,600$130,969$9,355iApproximate average salary by contribution assumption: employee only about $233,873 at 4% or $155,915 at 6%; with 50% employer match about $155,915 at 4% or $103,944 at 6%; with 100% employer match about $116,937 at 4% or $77,958 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-14$5,491,600$130,969$9,355iApproximate average salary by contribution assumption: employee only about $233,873 at 4% or $155,915 at 6%; with 50% employer match about $155,915 at 4% or $103,944 at 6%; with 100% employer match about $116,937 at 4% or $77,958 at 6%.
2022115$4,946,919$234,245$15,616iApproximate average salary by contribution assumption: employee only about $390,408 at 4% or $260,272 at 6%; with 50% employer match about $260,272 at 4% or $173,515 at 6%; with 100% employer match about $195,204 at 4% or $130,136 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-15$4,946,919$234,245$15,616iApproximate average salary by contribution assumption: employee only about $390,408 at 4% or $260,272 at 6%; with 50% employer match about $260,272 at 4% or $173,515 at 6%; with 100% employer match about $195,204 at 4% or $130,136 at 6%.
2021112$6,043,902$248,184$20,682iApproximate average salary by contribution assumption: employee only about $517,050 at 4% or $344,700 at 6%; with 50% employer match about $344,700 at 4% or $229,800 at 6%; with 100% employer match about $258,525 at 4% or $172,350 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-12$6,043,902$248,184$20,682iApproximate average salary by contribution assumption: employee only about $517,050 at 4% or $344,700 at 6%; with 50% employer match about $344,700 at 4% or $229,800 at 6%; with 100% employer match about $258,525 at 4% or $172,350 at 6%.
2020115$5,068,312$267,021$17,801iApproximate average salary by contribution assumption: employee only about $445,035 at 4% or $296,690 at 6%; with 50% employer match about $296,690 at 4% or $197,793 at 6%; with 100% employer match about $222,518 at 4% or $148,345 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-15$5,068,312$267,021$17,801iApproximate average salary by contribution assumption: employee only about $445,035 at 4% or $296,690 at 6%; with 50% employer match about $296,690 at 4% or $197,793 at 6%; with 100% employer match about $222,518 at 4% or $148,345 at 6%.
2019113$4,106,377$239,438$18,418iApproximate average salary by contribution assumption: employee only about $460,458 at 4% or $306,972 at 6%; with 50% employer match about $306,972 at 4% or $204,648 at 6%; with 100% employer match about $230,229 at 4% or $153,486 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-13$4,106,377$239,438$18,418iApproximate average salary by contribution assumption: employee only about $460,458 at 4% or $306,972 at 6%; with 50% employer match about $306,972 at 4% or $204,648 at 6%; with 100% employer match about $230,229 at 4% or $153,486 at 6%.
2018112$3,219,341$252,764$21,064iApproximate average salary by contribution assumption: employee only about $526,592 at 4% or $351,061 at 6%; with 50% employer match about $351,061 at 4% or $234,041 at 6%; with 100% employer match about $263,296 at 4% or $175,531 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-12$3,219,341$252,764$21,064iApproximate average salary by contribution assumption: employee only about $526,592 at 4% or $351,061 at 6%; with 50% employer match about $351,061 at 4% or $234,041 at 6%; with 100% employer match about $263,296 at 4% or $175,531 at 6%.
2017113$3,236,139$204,427$15,725iApproximate average salary by contribution assumption: employee only about $393,129 at 4% or $262,086 at 6%; with 50% employer match about $262,086 at 4% or $174,724 at 6%; with 100% employer match about $196,564 at 4% or $131,043 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-13$3,236,139$204,427$15,725iApproximate average salary by contribution assumption: employee only about $393,129 at 4% or $262,086 at 6%; with 50% employer match about $262,086 at 4% or $174,724 at 6%; with 100% employer match about $196,564 at 4% or $131,043 at 6%.
2016113$2,689,823$240,289$18,484iApproximate average salary by contribution assumption: employee only about $462,094 at 4% or $308,063 at 6%; with 50% employer match about $308,063 at 4% or $205,375 at 6%; with 100% employer match about $231,047 at 4% or $154,031 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-13$2,689,823$240,289$18,484iApproximate average salary by contribution assumption: employee only about $462,094 at 4% or $308,063 at 6%; with 50% employer match about $308,063 at 4% or $205,375 at 6%; with 100% employer match about $231,047 at 4% or $154,031 at 6%.
2015112$2,307,589$182,558$15,213iApproximate average salary by contribution assumption: employee only about $380,329 at 4% or $253,553 at 6%; with 50% employer match about $253,553 at 4% or $169,035 at 6%; with 100% employer match about $190,165 at 4% or $126,776 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-12$2,307,589$182,558$15,213iApproximate average salary by contribution assumption: employee only about $380,329 at 4% or $253,553 at 6%; with 50% employer match about $253,553 at 4% or $169,035 at 6%; with 100% employer match about $190,165 at 4% or $126,776 at 6%.
2014113$2,130,682$142,451$10,958iApproximate average salary by contribution assumption: employee only about $273,944 at 4% or $182,629 at 6%; with 50% employer match about $182,629 at 4% or $121,753 at 6%; with 100% employer match about $136,972 at 4% or $91,315 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-13$2,130,682$142,451$10,958iApproximate average salary by contribution assumption: employee only about $273,944 at 4% or $182,629 at 6%; with 50% employer match about $182,629 at 4% or $121,753 at 6%; with 100% employer match about $136,972 at 4% or $91,315 at 6%.
2013113$1,968,042$143,081$11,006iApproximate average salary by contribution assumption: employee only about $275,156 at 4% or $183,437 at 6%; with 50% employer match about $183,437 at 4% or $122,291 at 6%; with 100% employer match about $137,578 at 4% or $91,719 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-13$1,968,042$143,081$11,006iApproximate average salary by contribution assumption: employee only about $275,156 at 4% or $183,437 at 6%; with 50% employer match about $183,437 at 4% or $122,291 at 6%; with 100% employer match about $137,578 at 4% or $91,719 at 6%.
2012113$1,607,686$137,410$10,570iApproximate average salary by contribution assumption: employee only about $264,250 at 4% or $176,167 at 6%; with 50% employer match about $176,167 at 4% or $117,444 at 6%; with 100% employer match about $132,125 at 4% or $88,083 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-13$1,607,686$137,410$10,570iApproximate average salary by contribution assumption: employee only about $264,250 at 4% or $176,167 at 6%; with 50% employer match about $176,167 at 4% or $117,444 at 6%; with 100% employer match about $132,125 at 4% or $88,083 at 6%.
2011115$1,325,958$66,175$4,412iApproximate average salary by contribution assumption: employee only about $110,292 at 4% or $73,528 at 6%; with 50% employer match about $73,528 at 4% or $49,019 at 6%; with 100% employer match about $55,146 at 4% or $36,764 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-15$1,325,958$66,175$4,412iApproximate average salary by contribution assumption: employee only about $110,292 at 4% or $73,528 at 6%; with 50% employer match about $73,528 at 4% or $49,019 at 6%; with 100% employer match about $55,146 at 4% or $36,764 at 6%.
2010114$1,297,345$124,123$8,866iApproximate average salary by contribution assumption: employee only about $221,648 at 4% or $147,765 at 6%; with 50% employer match about $147,765 at 4% or $98,510 at 6%; with 100% employer match about $110,824 at 4% or $73,883 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-14$1,297,345$124,123$8,866iApproximate average salary by contribution assumption: employee only about $221,648 at 4% or $147,765 at 6%; with 50% employer match about $147,765 at 4% or $98,510 at 6%; with 100% employer match about $110,824 at 4% or $73,883 at 6%.
2009113$1,025,765$116,686$8,976iApproximate average salary by contribution assumption: employee only about $224,396 at 4% or $149,597 at 6%; with 50% employer match about $149,597 at 4% or $99,732 at 6%; with 100% employer match about $112,198 at 4% or $74,799 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-13$1,025,765$116,686$8,976iApproximate average salary by contribution assumption: employee only about $224,396 at 4% or $149,597 at 6%; with 50% employer match about $149,597 at 4% or $99,732 at 6%; with 100% employer match about $112,198 at 4% or $74,799 at 6%.
200818$708,417$96,310$12,039iApproximate average salary by contribution assumption: employee only about $300,969 at 4% or $200,646 at 6%; with 50% employer match about $200,646 at 4% or $133,764 at 6%; with 100% employer match about $150,484 at 4% or $100,323 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-8$708,417$96,310$12,039iApproximate average salary by contribution assumption: employee only about $300,969 at 4% or $200,646 at 6%; with 50% employer match about $200,646 at 4% or $133,764 at 6%; with 100% employer match about $150,484 at 4% or $100,323 at 6%.
200716$1,023,337$79,385$13,231iApproximate average salary by contribution assumption: employee only about $330,771 at 4% or $220,514 at 6%; with 50% employer match about $220,514 at 4% or $147,009 at 6%; with 100% employer match about $165,385 at 4% or $110,257 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-6$1,023,337$79,385$13,231iApproximate average salary by contribution assumption: employee only about $330,771 at 4% or $220,514 at 6%; with 50% employer match about $220,514 at 4% or $147,009 at 6%; with 100% employer match about $165,385 at 4% or $110,257 at 6%.
200613$889,816$57,221$19,074iApproximate average salary by contribution assumption: employee only about $476,842 at 4% or $317,894 at 6%; with 50% employer match about $317,894 at 4% or $211,930 at 6%; with 100% employer match about $238,421 at 4% or $158,947 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-3$889,816$57,221$19,074iApproximate average salary by contribution assumption: employee only about $476,842 at 4% or $317,894 at 6%; with 50% employer match about $317,894 at 4% or $211,930 at 6%; with 100% employer match about $238,421 at 4% or $158,947 at 6%.
200512$760,620$51,620$25,810iApproximate average salary by contribution assumption: employee only about $645,250 at 4% or $430,167 at 6%; with 50% employer match about $430,167 at 4% or $286,778 at 6%; with 100% employer match about $322,625 at 4% or $215,083 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-2$760,620$51,620$25,810iApproximate average salary by contribution assumption: employee only about $645,250 at 4% or $430,167 at 6%; with 50% employer match about $430,167 at 4% or $286,778 at 6%; with 100% employer match about $322,625 at 4% or $215,083 at 6%.
200414$659,407$51,282$12,821iApproximate average salary by contribution assumption: employee only about $320,513 at 4% or $213,675 at 6%; with 50% employer match about $213,675 at 4% or $142,450 at 6%; with 100% employer match about $160,256 at 4% or $106,838 at 6%.
Wayne a. Roberts Insurance Agency 401(K) Profit Sharing Plan-4$659,407$51,282$12,821iApproximate average salary by contribution assumption: employee only about $320,513 at 4% or $213,675 at 6%; with 50% employer match about $213,675 at 4% or $142,450 at 6%; with 100% employer match about $160,256 at 4% or $106,838 at 6%.