George Robertson & Sons Inc.
Plan context: George Robertson & Sons Inc. 401K Retirement Plan
EIN 23-1334069 • Wyndmoor, PA • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$3,908,387
2024 Contributions
$229,421
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 35 | $3,908,387 | $229,421 | $6,555iApproximate average salary by contribution assumption: employee only about $163,872 at 4% or $109,248 at 6%; with 50% employer match about $109,248 at 4% or $72,832 at 6%; with 100% employer match about $81,936 at 4% or $54,624 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 35 | $3,908,387 | $229,421 | $6,555iApproximate average salary by contribution assumption: employee only about $163,872 at 4% or $109,248 at 6%; with 50% employer match about $109,248 at 4% or $72,832 at 6%; with 100% employer match about $81,936 at 4% or $54,624 at 6%. |
| 2023 | 1 | 35 | $3,206,854 | $204,401 | $5,840iApproximate average salary by contribution assumption: employee only about $146,001 at 4% or $97,334 at 6%; with 50% employer match about $97,334 at 4% or $64,889 at 6%; with 100% employer match about $73,000 at 4% or $48,667 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 35 | $3,206,854 | $204,401 | $5,840iApproximate average salary by contribution assumption: employee only about $146,001 at 4% or $97,334 at 6%; with 50% employer match about $97,334 at 4% or $64,889 at 6%; with 100% employer match about $73,000 at 4% or $48,667 at 6%. |
| 2022 | 1 | 30 | $2,545,513 | $174,932 | $5,831iApproximate average salary by contribution assumption: employee only about $145,777 at 4% or $97,184 at 6%; with 50% employer match about $97,184 at 4% or $64,790 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 30 | $2,545,513 | $174,932 | $5,831iApproximate average salary by contribution assumption: employee only about $145,777 at 4% or $97,184 at 6%; with 50% employer match about $97,184 at 4% or $64,790 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%. |
| 2021 | 1 | 28 | $3,412,641 | $141,584 | $5,057iApproximate average salary by contribution assumption: employee only about $126,414 at 4% or $84,276 at 6%; with 50% employer match about $84,276 at 4% or $56,184 at 6%; with 100% employer match about $63,207 at 4% or $42,138 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 28 | $3,412,641 | $141,584 | $5,057iApproximate average salary by contribution assumption: employee only about $126,414 at 4% or $84,276 at 6%; with 50% employer match about $84,276 at 4% or $56,184 at 6%; with 100% employer match about $63,207 at 4% or $42,138 at 6%. |
| 2020 | 1 | 24 | $2,988,437 | $121,340 | $5,056iApproximate average salary by contribution assumption: employee only about $126,396 at 4% or $84,264 at 6%; with 50% employer match about $84,264 at 4% or $56,176 at 6%; with 100% employer match about $63,198 at 4% or $42,132 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 24 | $2,988,437 | $121,340 | $5,056iApproximate average salary by contribution assumption: employee only about $126,396 at 4% or $84,264 at 6%; with 50% employer match about $84,264 at 4% or $56,176 at 6%; with 100% employer match about $63,198 at 4% or $42,132 at 6%. |
| 2019 | 1 | 27 | $2,710,457 | $129,387 | $4,792iApproximate average salary by contribution assumption: employee only about $119,803 at 4% or $79,869 at 6%; with 50% employer match about $79,869 at 4% or $53,246 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 27 | $2,710,457 | $129,387 | $4,792iApproximate average salary by contribution assumption: employee only about $119,803 at 4% or $79,869 at 6%; with 50% employer match about $79,869 at 4% or $53,246 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%. |
| 2018 | 1 | 27 | $2,151,762 | $132,864 | $4,921iApproximate average salary by contribution assumption: employee only about $123,022 at 4% or $82,015 at 6%; with 50% employer match about $82,015 at 4% or $54,677 at 6%; with 100% employer match about $61,511 at 4% or $41,007 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 27 | $2,151,762 | $132,864 | $4,921iApproximate average salary by contribution assumption: employee only about $123,022 at 4% or $82,015 at 6%; with 50% employer match about $82,015 at 4% or $54,677 at 6%; with 100% employer match about $61,511 at 4% or $41,007 at 6%. |
| 2017 | 1 | 29 | $2,264,352 | $129,073 | $4,451iApproximate average salary by contribution assumption: employee only about $111,270 at 4% or $74,180 at 6%; with 50% employer match about $74,180 at 4% or $49,453 at 6%; with 100% employer match about $55,635 at 4% or $37,090 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 29 | $2,264,352 | $129,073 | $4,451iApproximate average salary by contribution assumption: employee only about $111,270 at 4% or $74,180 at 6%; with 50% employer match about $74,180 at 4% or $49,453 at 6%; with 100% employer match about $55,635 at 4% or $37,090 at 6%. |
| 2016 | 1 | 23 | $1,850,375 | $123,411 | $5,366iApproximate average salary by contribution assumption: employee only about $134,142 at 4% or $89,428 at 6%; with 50% employer match about $89,428 at 4% or $59,619 at 6%; with 100% employer match about $67,071 at 4% or $44,714 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 23 | $1,850,375 | $123,411 | $5,366iApproximate average salary by contribution assumption: employee only about $134,142 at 4% or $89,428 at 6%; with 50% employer match about $89,428 at 4% or $59,619 at 6%; with 100% employer match about $67,071 at 4% or $44,714 at 6%. |
| 2015 | 1 | 24 | $1,874,030 | $137,418 | $5,726iApproximate average salary by contribution assumption: employee only about $143,144 at 4% or $95,429 at 6%; with 50% employer match about $95,429 at 4% or $63,619 at 6%; with 100% employer match about $71,572 at 4% or $47,715 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 24 | $1,874,030 | $137,418 | $5,726iApproximate average salary by contribution assumption: employee only about $143,144 at 4% or $95,429 at 6%; with 50% employer match about $95,429 at 4% or $63,619 at 6%; with 100% employer match about $71,572 at 4% or $47,715 at 6%. |
| 2014 | 1 | 25 | $1,784,988 | $117,069 | $4,683iApproximate average salary by contribution assumption: employee only about $117,069 at 4% or $78,046 at 6%; with 50% employer match about $78,046 at 4% or $52,031 at 6%; with 100% employer match about $58,535 at 4% or $39,023 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 25 | $1,784,988 | $117,069 | $4,683iApproximate average salary by contribution assumption: employee only about $117,069 at 4% or $78,046 at 6%; with 50% employer match about $78,046 at 4% or $52,031 at 6%; with 100% employer match about $58,535 at 4% or $39,023 at 6%. |
| 2013 | 1 | 24 | $1,580,952 | $113,221 | $4,718iApproximate average salary by contribution assumption: employee only about $117,939 at 4% or $78,626 at 6%; with 50% employer match about $78,626 at 4% or $52,417 at 6%; with 100% employer match about $58,969 at 4% or $39,313 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 24 | $1,580,952 | $113,221 | $4,718iApproximate average salary by contribution assumption: employee only about $117,939 at 4% or $78,626 at 6%; with 50% employer match about $78,626 at 4% or $52,417 at 6%; with 100% employer match about $58,969 at 4% or $39,313 at 6%. |
| 2012 | 1 | 23 | $1,307,521 | $99,596 | $4,330iApproximate average salary by contribution assumption: employee only about $108,257 at 4% or $72,171 at 6%; with 50% employer match about $72,171 at 4% or $48,114 at 6%; with 100% employer match about $54,128 at 4% or $36,086 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 23 | $1,307,521 | $99,596 | $4,330iApproximate average salary by contribution assumption: employee only about $108,257 at 4% or $72,171 at 6%; with 50% employer match about $72,171 at 4% or $48,114 at 6%; with 100% employer match about $54,128 at 4% or $36,086 at 6%. |
| 2011 | 1 | 24 | $1,157,950 | $102,819 | $4,284iApproximate average salary by contribution assumption: employee only about $107,103 at 4% or $71,402 at 6%; with 50% employer match about $71,402 at 4% or $47,601 at 6%; with 100% employer match about $53,552 at 4% or $35,701 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 24 | $1,157,950 | $102,819 | $4,284iApproximate average salary by contribution assumption: employee only about $107,103 at 4% or $71,402 at 6%; with 50% employer match about $71,402 at 4% or $47,601 at 6%; with 100% employer match about $53,552 at 4% or $35,701 at 6%. |
| 2010 | 1 | 24 | $1,099,715 | $99,977 | $4,166iApproximate average salary by contribution assumption: employee only about $104,143 at 4% or $69,428 at 6%; with 50% employer match about $69,428 at 4% or $46,286 at 6%; with 100% employer match about $52,071 at 4% or $34,714 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 24 | $1,099,715 | $99,977 | $4,166iApproximate average salary by contribution assumption: employee only about $104,143 at 4% or $69,428 at 6%; with 50% employer match about $69,428 at 4% or $46,286 at 6%; with 100% employer match about $52,071 at 4% or $34,714 at 6%. |
| 2009 | 1 | 23 | $896,155 | $94,589 | $4,113iApproximate average salary by contribution assumption: employee only about $102,814 at 4% or $68,543 at 6%; with 50% employer match about $68,543 at 4% or $45,695 at 6%; with 100% employer match about $51,407 at 4% or $34,271 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 23 | $896,155 | $94,589 | $4,113iApproximate average salary by contribution assumption: employee only about $102,814 at 4% or $68,543 at 6%; with 50% employer match about $68,543 at 4% or $45,695 at 6%; with 100% employer match about $51,407 at 4% or $34,271 at 6%. |
| 2008 | 1 | 29 | $706,672 | $164,566 | $5,675iApproximate average salary by contribution assumption: employee only about $141,867 at 4% or $94,578 at 6%; with 50% employer match about $94,578 at 4% or $63,052 at 6%; with 100% employer match about $70,934 at 4% or $47,289 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 29 | $706,672 | $164,566 | $5,675iApproximate average salary by contribution assumption: employee only about $141,867 at 4% or $94,578 at 6%; with 50% employer match about $94,578 at 4% or $63,052 at 6%; with 100% employer match about $70,934 at 4% or $47,289 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 19 | - | - | - |
| 2006 | 1 | 22 | $824,563 | $151,215 | $6,873iApproximate average salary by contribution assumption: employee only about $171,835 at 4% or $114,557 at 6%; with 50% employer match about $114,557 at 4% or $76,371 at 6%; with 100% employer match about $85,918 at 4% or $57,278 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 22 | $824,563 | $151,215 | $6,873iApproximate average salary by contribution assumption: employee only about $171,835 at 4% or $114,557 at 6%; with 50% employer match about $114,557 at 4% or $76,371 at 6%; with 100% employer match about $85,918 at 4% or $57,278 at 6%. |
| 2005 | 1 | 26 | $717,476 | $138,459 | $5,325iApproximate average salary by contribution assumption: employee only about $133,134 at 4% or $88,756 at 6%; with 50% employer match about $88,756 at 4% or $59,171 at 6%; with 100% employer match about $66,567 at 4% or $44,378 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 26 | $717,476 | $138,459 | $5,325iApproximate average salary by contribution assumption: employee only about $133,134 at 4% or $88,756 at 6%; with 50% employer match about $88,756 at 4% or $59,171 at 6%; with 100% employer match about $66,567 at 4% or $44,378 at 6%. |
| 2003 | 1 | 37 | $580,531 | $129,235 | $3,493iApproximate average salary by contribution assumption: employee only about $87,321 at 4% or $58,214 at 6%; with 50% employer match about $58,214 at 4% or $38,809 at 6%; with 100% employer match about $43,660 at 4% or $29,107 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 37 | $580,531 | $129,235 | $3,493iApproximate average salary by contribution assumption: employee only about $87,321 at 4% or $58,214 at 6%; with 50% employer match about $58,214 at 4% or $38,809 at 6%; with 100% employer match about $43,660 at 4% or $29,107 at 6%. |
| 2002 | 1 | 40 | $404,957 | $144,343 | $3,609iApproximate average salary by contribution assumption: employee only about $90,214 at 4% or $60,143 at 6%; with 50% employer match about $60,143 at 4% or $40,095 at 6%; with 100% employer match about $45,107 at 4% or $30,071 at 6%. |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 40 | $404,957 | $144,343 | $3,609iApproximate average salary by contribution assumption: employee only about $90,214 at 4% or $60,143 at 6%; with 50% employer match about $60,143 at 4% or $40,095 at 6%; with 100% employer match about $45,107 at 4% or $30,071 at 6%. |
| 2001 | 1 | 43 | $0 | $0 | - |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 43 | - | - | - |
| 2000 | 1 | 42 | $0 | $0 | - |
| George Robertson & Sons Inc. 401K Retirement Plan | - | 42 | - | - | - |