Civic Intelligence

Roberts & Mercanti LLP

Plan context: Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti

EIN 22-3465040 • Skillman, NJ • 18 filings • 8 plans

81 Tamarack CircleSkillman, NJ 08558
Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$417,697

2010 Contributions

$74,017

Historical Graphs

Total Assets Over Time

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

$487,252$243,626$0200220062009YearValue
$417,697Latest year 2009

Participants Over Time

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

530200220062009YearValue
4Latest year 2009

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
201020$0$0-
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-0---
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-0---
200924$417,697$0-
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-4$255,361--
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-4$162,336--
200824$334,969$0-
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-4$199,201--
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-4$135,768--
200724$487,252$0-
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-4$309,006--
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-4$178,246--
200624$458,381$0-
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-4$289,721--
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-4$168,660--
200524$397,597$0-
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-4$244,093--
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-4$153,504--
200425$449,636$74,017$14,803iApproximate average salary by contribution assumption: employee only about $370,085 at 4% or $246,723 at 6%; with 50% employer match about $246,723 at 4% or $164,482 at 6%; with 100% employer match about $185,043 at 4% or $123,362 at 6%.
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-5$230,570$29,607$5,921iApproximate average salary by contribution assumption: employee only about $148,035 at 4% or $98,690 at 6%; with 50% employer match about $98,690 at 4% or $65,793 at 6%; with 100% employer match about $74,018 at 4% or $49,345 at 6%.
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-5$219,066$44,410$8,882iApproximate average salary by contribution assumption: employee only about $222,050 at 4% or $148,033 at 6%; with 50% employer match about $148,033 at 4% or $98,689 at 6%; with 100% employer match about $111,025 at 4% or $74,017 at 6%.
200325$452,958$101,752$20,350iApproximate average salary by contribution assumption: employee only about $508,760 at 4% or $339,173 at 6%; with 50% employer match about $339,173 at 4% or $226,116 at 6%; with 100% employer match about $254,380 at 4% or $169,587 at 6%.
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-5$264,810$61,051$12,210iApproximate average salary by contribution assumption: employee only about $305,255 at 4% or $203,503 at 6%; with 50% employer match about $203,503 at 4% or $135,669 at 6%; with 100% employer match about $152,628 at 4% or $101,752 at 6%.
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-5$188,148$40,701$8,140iApproximate average salary by contribution assumption: employee only about $203,505 at 4% or $135,670 at 6%; with 50% employer match about $135,670 at 4% or $90,447 at 6%; with 100% employer match about $101,753 at 4% or $67,835 at 6%.
200225$129,079$35,372$7,074iApproximate average salary by contribution assumption: employee only about $176,860 at 4% or $117,907 at 6%; with 50% employer match about $117,907 at 4% or $78,604 at 6%; with 100% employer match about $88,430 at 4% or $58,953 at 6%.
Vanguard Prototype Defined Contribution Money Purchase Plan (002) for Roberts & Mercanti-5$129,079$35,372$7,074iApproximate average salary by contribution assumption: employee only about $176,860 at 4% or $117,907 at 6%; with 50% employer match about $117,907 at 4% or $78,604 at 6%; with 100% employer match about $88,430 at 4% or $58,953 at 6%.
Vanguard Prototype Defined Contribution Profit Sharing Plan (004) for Roberts & Mercanti-5---