Civic Intelligence

Joseph H Roberts Inc

Plan context: Joseph H Roberts Inc 401K Profit Sharing Plan and Trust

EIN 22-2710076 • Forked River, NJ • 15 filings • 4 plans

711 Old Shore Rd Ste 1Forked River, NJ 08731
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$854,504

2019 Contributions

$1,157

Historical Graphs

Total Assets Over Time

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

$854,504$427,252$0200520122018YearValue
$854,504Latest year 2018

Participants Over Time

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

1260200520122018YearValue
12Latest year 2018

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
201910$0$1,157-
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-0$0$1,157-
2018112$854,504$118,930$9,911iApproximate average salary by contribution assumption: employee only about $247,771 at 4% or $165,181 at 6%; with 50% employer match about $165,181 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-12$854,504$118,930$9,911iApproximate average salary by contribution assumption: employee only about $247,771 at 4% or $165,181 at 6%; with 50% employer match about $165,181 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
201718$798,793$69,629$8,704iApproximate average salary by contribution assumption: employee only about $217,591 at 4% or $145,060 at 6%; with 50% employer match about $145,060 at 4% or $96,707 at 6%; with 100% employer match about $108,795 at 4% or $72,530 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-8$798,793$69,629$8,704iApproximate average salary by contribution assumption: employee only about $217,591 at 4% or $145,060 at 6%; with 50% employer match about $145,060 at 4% or $96,707 at 6%; with 100% employer match about $108,795 at 4% or $72,530 at 6%.
201616$617,460$57,820$9,637iApproximate average salary by contribution assumption: employee only about $240,917 at 4% or $160,611 at 6%; with 50% employer match about $160,611 at 4% or $107,074 at 6%; with 100% employer match about $120,458 at 4% or $80,306 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-6$617,460$57,820$9,637iApproximate average salary by contribution assumption: employee only about $240,917 at 4% or $160,611 at 6%; with 50% employer match about $160,611 at 4% or $107,074 at 6%; with 100% employer match about $120,458 at 4% or $80,306 at 6%.
201516$547,724$80,941$13,490iApproximate average salary by contribution assumption: employee only about $337,254 at 4% or $224,836 at 6%; with 50% employer match about $224,836 at 4% or $149,891 at 6%; with 100% employer match about $168,627 at 4% or $112,418 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-6$547,724$80,941$13,490iApproximate average salary by contribution assumption: employee only about $337,254 at 4% or $224,836 at 6%; with 50% employer match about $224,836 at 4% or $149,891 at 6%; with 100% employer match about $168,627 at 4% or $112,418 at 6%.
201415$471,239$78,184$15,637iApproximate average salary by contribution assumption: employee only about $390,920 at 4% or $260,613 at 6%; with 50% employer match about $260,613 at 4% or $173,742 at 6%; with 100% employer match about $195,460 at 4% or $130,307 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-5$471,239$78,184$15,637iApproximate average salary by contribution assumption: employee only about $390,920 at 4% or $260,613 at 6%; with 50% employer match about $260,613 at 4% or $173,742 at 6%; with 100% employer match about $195,460 at 4% or $130,307 at 6%.
201314$353,784$72,694$18,174iApproximate average salary by contribution assumption: employee only about $454,338 at 4% or $302,892 at 6%; with 50% employer match about $302,892 at 4% or $201,928 at 6%; with 100% employer match about $227,169 at 4% or $151,446 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-4$353,784$72,694$18,174iApproximate average salary by contribution assumption: employee only about $454,338 at 4% or $302,892 at 6%; with 50% employer match about $302,892 at 4% or $201,928 at 6%; with 100% employer match about $227,169 at 4% or $151,446 at 6%.
201215$223,078$58,626$11,725iApproximate average salary by contribution assumption: employee only about $293,130 at 4% or $195,420 at 6%; with 50% employer match about $195,420 at 4% or $130,280 at 6%; with 100% employer match about $146,565 at 4% or $97,710 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-5$223,078$58,626$11,725iApproximate average salary by contribution assumption: employee only about $293,130 at 4% or $195,420 at 6%; with 50% employer match about $195,420 at 4% or $130,280 at 6%; with 100% employer match about $146,565 at 4% or $97,710 at 6%.
201115$144,455$13,059$2,612iApproximate average salary by contribution assumption: employee only about $65,295 at 4% or $43,530 at 6%; with 50% employer match about $43,530 at 4% or $29,020 at 6%; with 100% employer match about $32,648 at 4% or $21,765 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-5$144,455$13,059$2,612iApproximate average salary by contribution assumption: employee only about $65,295 at 4% or $43,530 at 6%; with 50% employer match about $43,530 at 4% or $29,020 at 6%; with 100% employer match about $32,648 at 4% or $21,765 at 6%.
201015$133,921$13,503$2,701iApproximate average salary by contribution assumption: employee only about $67,515 at 4% or $45,010 at 6%; with 50% employer match about $45,010 at 4% or $30,007 at 6%; with 100% employer match about $33,758 at 4% or $22,505 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-5$133,921$13,503$2,701iApproximate average salary by contribution assumption: employee only about $67,515 at 4% or $45,010 at 6%; with 50% employer match about $45,010 at 4% or $30,007 at 6%; with 100% employer match about $33,758 at 4% or $22,505 at 6%.
200915$113,641$12,744$2,549iApproximate average salary by contribution assumption: employee only about $63,720 at 4% or $42,480 at 6%; with 50% employer match about $42,480 at 4% or $28,320 at 6%; with 100% employer match about $31,860 at 4% or $21,240 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-5$113,641$12,744$2,549iApproximate average salary by contribution assumption: employee only about $63,720 at 4% or $42,480 at 6%; with 50% employer match about $42,480 at 4% or $28,320 at 6%; with 100% employer match about $31,860 at 4% or $21,240 at 6%.
200816$110,444$31,122$5,187iApproximate average salary by contribution assumption: employee only about $129,675 at 4% or $86,450 at 6%; with 50% employer match about $86,450 at 4% or $57,633 at 6%; with 100% employer match about $64,838 at 4% or $43,225 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-6$110,444$31,122$5,187iApproximate average salary by contribution assumption: employee only about $129,675 at 4% or $86,450 at 6%; with 50% employer match about $86,450 at 4% or $57,633 at 6%; with 100% employer match about $64,838 at 4% or $43,225 at 6%.
200718$142,525$36,066$4,508iApproximate average salary by contribution assumption: employee only about $112,706 at 4% or $75,138 at 6%; with 50% employer match about $75,138 at 4% or $50,092 at 6%; with 100% employer match about $56,353 at 4% or $37,569 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-8$142,525$36,066$4,508iApproximate average salary by contribution assumption: employee only about $112,706 at 4% or $75,138 at 6%; with 50% employer match about $75,138 at 4% or $50,092 at 6%; with 100% employer match about $56,353 at 4% or $37,569 at 6%.
200616$103,387$29,664$4,944iApproximate average salary by contribution assumption: employee only about $123,600 at 4% or $82,400 at 6%; with 50% employer match about $82,400 at 4% or $54,933 at 6%; with 100% employer match about $61,800 at 4% or $41,200 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-6$103,387$29,664$4,944iApproximate average salary by contribution assumption: employee only about $123,600 at 4% or $82,400 at 6%; with 50% employer match about $82,400 at 4% or $54,933 at 6%; with 100% employer match about $61,800 at 4% or $41,200 at 6%.
200517$68,201$63,992$9,142iApproximate average salary by contribution assumption: employee only about $228,543 at 4% or $152,362 at 6%; with 50% employer match about $152,362 at 4% or $101,575 at 6%; with 100% employer match about $114,271 at 4% or $76,181 at 6%.
Joseph H Roberts Inc 401K Profit Sharing Plan and Trust-7$68,201$63,992$9,142iApproximate average salary by contribution assumption: employee only about $228,543 at 4% or $152,362 at 6%; with 50% employer match about $152,362 at 4% or $101,575 at 6%; with 100% employer match about $114,271 at 4% or $76,181 at 6%.