Robert Lloyd Coutts & Sons
Plan context: Robert Lloyd Coutts & Sons 401K Profit Sharing Plan
EIN 22-1599370 • Morristown, NJ • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$4,148,397
2025 Contributions
$77,096
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $4,148,397 | $77,096 | $15,419iApproximate average salary by contribution assumption: employee only about $385,480 at 4% or $256,987 at 6%; with 50% employer match about $256,987 at 4% or $171,324 at 6%; with 100% employer match about $192,740 at 4% or $128,493 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 5 | $4,148,397 | $77,096 | $15,419iApproximate average salary by contribution assumption: employee only about $385,480 at 4% or $256,987 at 6%; with 50% employer match about $256,987 at 4% or $171,324 at 6%; with 100% employer match about $192,740 at 4% or $128,493 at 6%. |
| 2024 | 1 | 4 | $3,510,243 | $84,566 | $21,142iApproximate average salary by contribution assumption: employee only about $528,538 at 4% or $352,358 at 6%; with 50% employer match about $352,358 at 4% or $234,906 at 6%; with 100% employer match about $264,269 at 4% or $176,179 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 4 | $3,510,243 | $84,566 | $21,142iApproximate average salary by contribution assumption: employee only about $528,538 at 4% or $352,358 at 6%; with 50% employer match about $352,358 at 4% or $234,906 at 6%; with 100% employer match about $264,269 at 4% or $176,179 at 6%. |
| 2023 | 1 | 5 | $4,510,712 | $75,011 | $15,002iApproximate average salary by contribution assumption: employee only about $375,055 at 4% or $250,037 at 6%; with 50% employer match about $250,037 at 4% or $166,691 at 6%; with 100% employer match about $187,528 at 4% or $125,018 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 5 | $4,510,712 | $75,011 | $15,002iApproximate average salary by contribution assumption: employee only about $375,055 at 4% or $250,037 at 6%; with 50% employer match about $250,037 at 4% or $166,691 at 6%; with 100% employer match about $187,528 at 4% or $125,018 at 6%. |
| 2022 | 1 | 5 | $3,984,187 | $88,635 | $17,727iApproximate average salary by contribution assumption: employee only about $443,175 at 4% or $295,450 at 6%; with 50% employer match about $295,450 at 4% or $196,967 at 6%; with 100% employer match about $221,588 at 4% or $147,725 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 5 | $3,984,187 | $88,635 | $17,727iApproximate average salary by contribution assumption: employee only about $443,175 at 4% or $295,450 at 6%; with 50% employer match about $295,450 at 4% or $196,967 at 6%; with 100% employer match about $221,588 at 4% or $147,725 at 6%. |
| 2021 | 1 | 5 | $4,418,410 | $91,774 | $18,355iApproximate average salary by contribution assumption: employee only about $458,870 at 4% or $305,913 at 6%; with 50% employer match about $305,913 at 4% or $203,942 at 6%; with 100% employer match about $229,435 at 4% or $152,957 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 5 | $4,418,410 | $91,774 | $18,355iApproximate average salary by contribution assumption: employee only about $458,870 at 4% or $305,913 at 6%; with 50% employer match about $305,913 at 4% or $203,942 at 6%; with 100% employer match about $229,435 at 4% or $152,957 at 6%. |
| 2020 | 1 | 5 | $3,856,577 | $76,277 | $15,255iApproximate average salary by contribution assumption: employee only about $381,385 at 4% or $254,257 at 6%; with 50% employer match about $254,257 at 4% or $169,504 at 6%; with 100% employer match about $190,693 at 4% or $127,128 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 5 | $3,856,577 | $76,277 | $15,255iApproximate average salary by contribution assumption: employee only about $381,385 at 4% or $254,257 at 6%; with 50% employer match about $254,257 at 4% or $169,504 at 6%; with 100% employer match about $190,693 at 4% or $127,128 at 6%. |
| 2019 | 1 | 5 | $3,557,008 | $67,854 | $13,571iApproximate average salary by contribution assumption: employee only about $339,270 at 4% or $226,180 at 6%; with 50% employer match about $226,180 at 4% or $150,787 at 6%; with 100% employer match about $169,635 at 4% or $113,090 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 5 | $3,557,008 | $67,854 | $13,571iApproximate average salary by contribution assumption: employee only about $339,270 at 4% or $226,180 at 6%; with 50% employer match about $226,180 at 4% or $150,787 at 6%; with 100% employer match about $169,635 at 4% or $113,090 at 6%. |
| 2018 | 1 | 6 | $3,082,614 | $63,419 | $10,570iApproximate average salary by contribution assumption: employee only about $264,246 at 4% or $176,164 at 6%; with 50% employer match about $176,164 at 4% or $117,443 at 6%; with 100% employer match about $132,123 at 4% or $88,082 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $3,082,614 | $63,419 | $10,570iApproximate average salary by contribution assumption: employee only about $264,246 at 4% or $176,164 at 6%; with 50% employer match about $176,164 at 4% or $117,443 at 6%; with 100% employer match about $132,123 at 4% or $88,082 at 6%. |
| 2017 | 1 | 5 | $3,394,956 | $53,908 | $10,782iApproximate average salary by contribution assumption: employee only about $269,540 at 4% or $179,693 at 6%; with 50% employer match about $179,693 at 4% or $119,796 at 6%; with 100% employer match about $134,770 at 4% or $89,847 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 5 | $3,394,956 | $53,908 | $10,782iApproximate average salary by contribution assumption: employee only about $269,540 at 4% or $179,693 at 6%; with 50% employer match about $179,693 at 4% or $119,796 at 6%; with 100% employer match about $134,770 at 4% or $89,847 at 6%. |
| 2016 | 1 | 6 | $3,027,087 | $54,069 | $9,012iApproximate average salary by contribution assumption: employee only about $225,288 at 4% or $150,192 at 6%; with 50% employer match about $150,192 at 4% or $100,128 at 6%; with 100% employer match about $112,644 at 4% or $75,096 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $3,027,087 | $54,069 | $9,012iApproximate average salary by contribution assumption: employee only about $225,288 at 4% or $150,192 at 6%; with 50% employer match about $150,192 at 4% or $100,128 at 6%; with 100% employer match about $112,644 at 4% or $75,096 at 6%. |
| 2015 | 1 | 6 | $2,854,021 | $60,728 | $10,121iApproximate average salary by contribution assumption: employee only about $253,033 at 4% or $168,689 at 6%; with 50% employer match about $168,689 at 4% or $112,459 at 6%; with 100% employer match about $126,517 at 4% or $84,344 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $2,854,021 | $60,728 | $10,121iApproximate average salary by contribution assumption: employee only about $253,033 at 4% or $168,689 at 6%; with 50% employer match about $168,689 at 4% or $112,459 at 6%; with 100% employer match about $126,517 at 4% or $84,344 at 6%. |
| 2014 | 1 | 6 | $2,814,240 | $58,235 | $9,706iApproximate average salary by contribution assumption: employee only about $242,646 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $2,814,240 | $58,235 | $9,706iApproximate average salary by contribution assumption: employee only about $242,646 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%. |
| 2013 | 1 | 6 | $2,699,676 | $49,637 | $8,273iApproximate average salary by contribution assumption: employee only about $206,821 at 4% or $137,881 at 6%; with 50% employer match about $137,881 at 4% or $91,920 at 6%; with 100% employer match about $103,410 at 4% or $68,940 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $2,699,676 | $49,637 | $8,273iApproximate average salary by contribution assumption: employee only about $206,821 at 4% or $137,881 at 6%; with 50% employer match about $137,881 at 4% or $91,920 at 6%; with 100% employer match about $103,410 at 4% or $68,940 at 6%. |
| 2012 | 1 | 6 | $2,439,201 | $41,557 | $6,926iApproximate average salary by contribution assumption: employee only about $173,154 at 4% or $115,436 at 6%; with 50% employer match about $115,436 at 4% or $76,957 at 6%; with 100% employer match about $86,577 at 4% or $57,718 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $2,439,201 | $41,557 | $6,926iApproximate average salary by contribution assumption: employee only about $173,154 at 4% or $115,436 at 6%; with 50% employer match about $115,436 at 4% or $76,957 at 6%; with 100% employer match about $86,577 at 4% or $57,718 at 6%. |
| 2011 | 1 | 6 | $2,268,168 | $40,470 | $6,745iApproximate average salary by contribution assumption: employee only about $168,625 at 4% or $112,417 at 6%; with 50% employer match about $112,417 at 4% or $74,944 at 6%; with 100% employer match about $84,313 at 4% or $56,208 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $2,268,168 | $40,470 | $6,745iApproximate average salary by contribution assumption: employee only about $168,625 at 4% or $112,417 at 6%; with 50% employer match about $112,417 at 4% or $74,944 at 6%; with 100% employer match about $84,313 at 4% or $56,208 at 6%. |
| 2010 | 1 | 6 | $2,273,451 | $39,874 | $6,646iApproximate average salary by contribution assumption: employee only about $166,142 at 4% or $110,761 at 6%; with 50% employer match about $110,761 at 4% or $73,841 at 6%; with 100% employer match about $83,071 at 4% or $55,381 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $2,273,451 | $39,874 | $6,646iApproximate average salary by contribution assumption: employee only about $166,142 at 4% or $110,761 at 6%; with 50% employer match about $110,761 at 4% or $73,841 at 6%; with 100% employer match about $83,071 at 4% or $55,381 at 6%. |
| 2009 | 1 | 7 | $2,124,819 | $44,249 | $6,321iApproximate average salary by contribution assumption: employee only about $158,032 at 4% or $105,355 at 6%; with 50% employer match about $105,355 at 4% or $70,237 at 6%; with 100% employer match about $79,016 at 4% or $52,677 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 7 | $2,124,819 | $44,249 | $6,321iApproximate average salary by contribution assumption: employee only about $158,032 at 4% or $105,355 at 6%; with 50% employer match about $105,355 at 4% or $70,237 at 6%; with 100% employer match about $79,016 at 4% or $52,677 at 6%. |
| 2008 | 1 | 6 | $1,939,273 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $1,939,273 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2007 | 1 | 6 | $2,219,704 | $78,581 | $13,097iApproximate average salary by contribution assumption: employee only about $327,421 at 4% or $218,281 at 6%; with 50% employer match about $218,281 at 4% or $145,520 at 6%; with 100% employer match about $163,710 at 4% or $109,140 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 6 | $2,219,704 | $78,581 | $13,097iApproximate average salary by contribution assumption: employee only about $327,421 at 4% or $218,281 at 6%; with 50% employer match about $218,281 at 4% or $145,520 at 6%; with 100% employer match about $163,710 at 4% or $109,140 at 6%. |
| 2006 | 1 | 7 | $0 | $0 | - |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2005 | 1 | 7 | $1,940,956 | $61,259 | $8,751iApproximate average salary by contribution assumption: employee only about $218,782 at 4% or $145,855 at 6%; with 50% employer match about $145,855 at 4% or $97,237 at 6%; with 100% employer match about $109,391 at 4% or $72,927 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 7 | $1,940,956 | $61,259 | $8,751iApproximate average salary by contribution assumption: employee only about $218,782 at 4% or $145,855 at 6%; with 50% employer match about $145,855 at 4% or $97,237 at 6%; with 100% employer match about $109,391 at 4% or $72,927 at 6%. |
| 2004 | 1 | 7 | $1,839,996 | $54,325 | $7,761iApproximate average salary by contribution assumption: employee only about $194,018 at 4% or $129,345 at 6%; with 50% employer match about $129,345 at 4% or $86,230 at 6%; with 100% employer match about $97,009 at 4% or $64,673 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 7 | $1,839,996 | $54,325 | $7,761iApproximate average salary by contribution assumption: employee only about $194,018 at 4% or $129,345 at 6%; with 50% employer match about $129,345 at 4% or $86,230 at 6%; with 100% employer match about $97,009 at 4% or $64,673 at 6%. |
| 2002 | 1 | 8 | $1,655,929 | $41,502 | $5,188iApproximate average salary by contribution assumption: employee only about $129,694 at 4% or $86,463 at 6%; with 50% employer match about $86,463 at 4% or $57,642 at 6%; with 100% employer match about $64,847 at 4% or $43,231 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 8 | $1,655,929 | $41,502 | $5,188iApproximate average salary by contribution assumption: employee only about $129,694 at 4% or $86,463 at 6%; with 50% employer match about $86,463 at 4% or $57,642 at 6%; with 100% employer match about $64,847 at 4% or $43,231 at 6%. |
| 2001 | 1 | 7 | $1,654,649 | $46,601 | $6,657iApproximate average salary by contribution assumption: employee only about $166,432 at 4% or $110,955 at 6%; with 50% employer match about $110,955 at 4% or $73,970 at 6%; with 100% employer match about $83,216 at 4% or $55,477 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 7 | $1,654,649 | $46,601 | $6,657iApproximate average salary by contribution assumption: employee only about $166,432 at 4% or $110,955 at 6%; with 50% employer match about $110,955 at 4% or $73,970 at 6%; with 100% employer match about $83,216 at 4% or $55,477 at 6%. |
| 2000 | 1 | 8 | $1,621,608 | $71,911 | $8,989iApproximate average salary by contribution assumption: employee only about $224,722 at 4% or $149,815 at 6%; with 50% employer match about $149,815 at 4% or $99,876 at 6%; with 100% employer match about $112,361 at 4% or $74,907 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 8 | $1,621,608 | $71,911 | $8,989iApproximate average salary by contribution assumption: employee only about $224,722 at 4% or $149,815 at 6%; with 50% employer match about $149,815 at 4% or $99,876 at 6%; with 100% employer match about $112,361 at 4% or $74,907 at 6%. |
| 1999 | 1 | 8 | $1,549,681 | $67,536 | $8,442iApproximate average salary by contribution assumption: employee only about $211,050 at 4% or $140,700 at 6%; with 50% employer match about $140,700 at 4% or $93,800 at 6%; with 100% employer match about $105,525 at 4% or $70,350 at 6%. |
| Robert Lloyd Coutts & Sons 401K Profit Sharing Plan | - | 8 | $1,549,681 | $67,536 | $8,442iApproximate average salary by contribution assumption: employee only about $211,050 at 4% or $140,700 at 6%; with 50% employer match about $140,700 at 4% or $93,800 at 6%; with 100% employer match about $105,525 at 4% or $70,350 at 6%. |