Civic Intelligence

JASON ROBERTS, LLC

Plan context: JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN

EIN 20-8596199 • Pocopson, PA • 18 filings • 2 plans

P.O. Box 102Pocopson, PA 19366
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,165,868

2025 Contributions

$1,340

Historical Graphs

Total Assets Over Time

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

$4,506,533$2,253,267$0200920172024YearValue
$2,165,868Latest year 2024

Participants Over Time

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

27140200820162024YearValue
14Latest 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
202510$0$1,340-
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-0$0$1,340-
2024114$2,165,868$69,892$4,992iApproximate average salary by contribution assumption: employee only about $124,807 at 4% or $83,205 at 6%; with 50% employer match about $83,205 at 4% or $55,470 at 6%; with 100% employer match about $62,404 at 4% or $41,602 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-14$2,165,868$69,892$4,992iApproximate average salary by contribution assumption: employee only about $124,807 at 4% or $83,205 at 6%; with 50% employer match about $83,205 at 4% or $55,470 at 6%; with 100% employer match about $62,404 at 4% or $41,602 at 6%.
2023115$4,353,147$74,023$4,935iApproximate average salary by contribution assumption: employee only about $123,372 at 4% or $82,248 at 6%; with 50% employer match about $82,248 at 4% or $54,832 at 6%; with 100% employer match about $61,686 at 4% or $41,124 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-15$4,353,147$74,023$4,935iApproximate average salary by contribution assumption: employee only about $123,372 at 4% or $82,248 at 6%; with 50% employer match about $82,248 at 4% or $54,832 at 6%; with 100% employer match about $61,686 at 4% or $41,124 at 6%.
2022115$3,815,731$272,425$18,162iApproximate average salary by contribution assumption: employee only about $454,042 at 4% or $302,694 at 6%; with 50% employer match about $302,694 at 4% or $201,796 at 6%; with 100% employer match about $227,021 at 4% or $151,347 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-15$3,815,731$272,425$18,162iApproximate average salary by contribution assumption: employee only about $454,042 at 4% or $302,694 at 6%; with 50% employer match about $302,694 at 4% or $201,796 at 6%; with 100% employer match about $227,021 at 4% or $151,347 at 6%.
2021116$4,506,533$280,810$17,551iApproximate average salary by contribution assumption: employee only about $438,766 at 4% or $292,510 at 6%; with 50% employer match about $292,510 at 4% or $195,007 at 6%; with 100% employer match about $219,383 at 4% or $146,255 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-16$4,506,533$280,810$17,551iApproximate average salary by contribution assumption: employee only about $438,766 at 4% or $292,510 at 6%; with 50% employer match about $292,510 at 4% or $195,007 at 6%; with 100% employer match about $219,383 at 4% or $146,255 at 6%.
2020114$3,642,229$274,022$19,573iApproximate average salary by contribution assumption: employee only about $489,325 at 4% or $326,217 at 6%; with 50% employer match about $326,217 at 4% or $217,478 at 6%; with 100% employer match about $244,663 at 4% or $163,108 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-14$3,642,229$274,022$19,573iApproximate average salary by contribution assumption: employee only about $489,325 at 4% or $326,217 at 6%; with 50% employer match about $326,217 at 4% or $217,478 at 6%; with 100% employer match about $244,663 at 4% or $163,108 at 6%.
2019113$2,629,768$279,322$21,486iApproximate average salary by contribution assumption: employee only about $537,158 at 4% or $358,105 at 6%; with 50% employer match about $358,105 at 4% or $238,737 at 6%; with 100% employer match about $268,579 at 4% or $179,053 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-13$2,629,768$279,322$21,486iApproximate average salary by contribution assumption: employee only about $537,158 at 4% or $358,105 at 6%; with 50% employer match about $358,105 at 4% or $238,737 at 6%; with 100% employer match about $268,579 at 4% or $179,053 at 6%.
201818$1,828,932$204,758$25,595iApproximate average salary by contribution assumption: employee only about $639,869 at 4% or $426,579 at 6%; with 50% employer match about $426,579 at 4% or $284,386 at 6%; with 100% employer match about $319,934 at 4% or $213,290 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-8$1,828,932$204,758$25,595iApproximate average salary by contribution assumption: employee only about $639,869 at 4% or $426,579 at 6%; with 50% employer match about $426,579 at 4% or $284,386 at 6%; with 100% employer match about $319,934 at 4% or $213,290 at 6%.
2017113$1,817,074$111,693$8,592iApproximate average salary by contribution assumption: employee only about $214,794 at 4% or $143,196 at 6%; with 50% employer match about $143,196 at 4% or $95,464 at 6%; with 100% employer match about $107,397 at 4% or $71,598 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-13$1,817,074$111,693$8,592iApproximate average salary by contribution assumption: employee only about $214,794 at 4% or $143,196 at 6%; with 50% employer match about $143,196 at 4% or $95,464 at 6%; with 100% employer match about $107,397 at 4% or $71,598 at 6%.
2016115$1,531,411$206,558$13,771iApproximate average salary by contribution assumption: employee only about $344,263 at 4% or $229,509 at 6%; with 50% employer match about $229,509 at 4% or $153,006 at 6%; with 100% employer match about $172,132 at 4% or $114,754 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-15$1,531,411$206,558$13,771iApproximate average salary by contribution assumption: employee only about $344,263 at 4% or $229,509 at 6%; with 50% employer match about $229,509 at 4% or $153,006 at 6%; with 100% employer match about $172,132 at 4% or $114,754 at 6%.
2015117$1,465,208$99,441$5,849iApproximate average salary by contribution assumption: employee only about $146,237 at 4% or $97,491 at 6%; with 50% employer match about $97,491 at 4% or $64,994 at 6%; with 100% employer match about $73,118 at 4% or $48,746 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-17$1,465,208$99,441$5,849iApproximate average salary by contribution assumption: employee only about $146,237 at 4% or $97,491 at 6%; with 50% employer match about $97,491 at 4% or $64,994 at 6%; with 100% employer match about $73,118 at 4% or $48,746 at 6%.
2014119$1,688,574$116,032$6,107iApproximate average salary by contribution assumption: employee only about $152,674 at 4% or $101,782 at 6%; with 50% employer match about $101,782 at 4% or $67,855 at 6%; with 100% employer match about $76,337 at 4% or $50,891 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-19$1,688,574$116,032$6,107iApproximate average salary by contribution assumption: employee only about $152,674 at 4% or $101,782 at 6%; with 50% employer match about $101,782 at 4% or $67,855 at 6%; with 100% employer match about $76,337 at 4% or $50,891 at 6%.
2013123$1,731,545$182,058$7,916iApproximate average salary by contribution assumption: employee only about $197,889 at 4% or $131,926 at 6%; with 50% employer match about $131,926 at 4% or $87,951 at 6%; with 100% employer match about $98,945 at 4% or $65,963 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-23$1,731,545$182,058$7,916iApproximate average salary by contribution assumption: employee only about $197,889 at 4% or $131,926 at 6%; with 50% employer match about $131,926 at 4% or $87,951 at 6%; with 100% employer match about $98,945 at 4% or $65,963 at 6%.
2012120$1,223,987$141,540$7,077iApproximate average salary by contribution assumption: employee only about $176,925 at 4% or $117,950 at 6%; with 50% employer match about $117,950 at 4% or $78,633 at 6%; with 100% employer match about $88,463 at 4% or $58,975 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-20$1,223,987$141,540$7,077iApproximate average salary by contribution assumption: employee only about $176,925 at 4% or $117,950 at 6%; with 50% employer match about $117,950 at 4% or $78,633 at 6%; with 100% employer match about $88,463 at 4% or $58,975 at 6%.
2011121$1,061,115$131,674$6,270iApproximate average salary by contribution assumption: employee only about $156,755 at 4% or $104,503 at 6%; with 50% employer match about $104,503 at 4% or $69,669 at 6%; with 100% employer match about $78,377 at 4% or $52,252 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-21$1,061,115$131,674$6,270iApproximate average salary by contribution assumption: employee only about $156,755 at 4% or $104,503 at 6%; with 50% employer match about $104,503 at 4% or $69,669 at 6%; with 100% employer match about $78,377 at 4% or $52,252 at 6%.
2010123$1,050,892$125,609$5,461iApproximate average salary by contribution assumption: employee only about $136,532 at 4% or $91,021 at 6%; with 50% employer match about $91,021 at 4% or $60,681 at 6%; with 100% employer match about $68,266 at 4% or $45,511 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-23$1,050,892$125,609$5,461iApproximate average salary by contribution assumption: employee only about $136,532 at 4% or $91,021 at 6%; with 50% employer match about $91,021 at 4% or $60,681 at 6%; with 100% employer match about $68,266 at 4% or $45,511 at 6%.
2009116$1,570,752$1,179,254$73,703iApproximate average salary by contribution assumption: employee only about $1,842,584 at 4% or $1,228,390 at 6%; with 50% employer match about $1,228,390 at 4% or $818,926 at 6%; with 100% employer match about $921,292 at 4% or $614,195 at 6%.
JASON ROBERTS, LLC 401(K) PROFIT SHARING PLAN-16$1,570,752$1,179,254$73,703iApproximate average salary by contribution assumption: employee only about $1,842,584 at 4% or $1,228,390 at 6%; with 50% employer match about $1,228,390 at 4% or $818,926 at 6%; with 100% employer match about $921,292 at 4% or $614,195 at 6%.
2008127$0$0-
JASON ROBERTS, LLC 401K PROFIT SHARING PLAN-27---