Roberts Management Company
Plan context: Roberts Management Company 401K Plan
EIN 20-5937477 • Richmond, VA • 3 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
2
2013 Assets
$42,210
2013 Contributions
$29,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 2 | $42,210 | $29,500 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| Roberts Management Company 401K Plan | - | 2 | $42,210 | $29,500 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| 2012 | 2 | 2 | $686,375 | $141,250 | $70,625iApproximate average salary by contribution assumption: employee only about $1,765,625 at 4% or $1,177,083 at 6%; with 50% employer match about $1,177,083 at 4% or $784,722 at 6%; with 100% employer match about $882,813 at 4% or $588,542 at 6%. |
| Roberts Management Company 401K Plan | - | 2 | $356,265 | $71,250 | $35,625iApproximate average salary by contribution assumption: employee only about $890,625 at 4% or $593,750 at 6%; with 50% employer match about $593,750 at 4% or $395,833 at 6%; with 100% employer match about $445,313 at 4% or $296,875 at 6%. |
| Roberts Management Company 401K Plan | - | 2 | $330,110 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |