Civic Intelligence

Jason Roberts Associates Ltd.

Plan context: Jason Roberts Associates Ltd. Profit Sharing Plan

EIN 23-2710101 • Bala Cynwyd, PA • 9 filings • 2 plans

200 Monument Road Ste 5Bala Cynwyd, PA 19004-1726
Current Snapshot

Latest Year

2009

2009 Participants

9

2009 Assets

$1,126,390

2009 Contributions

$188,615

Historical Graphs

Total Assets Over Time

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

$1,162,260$581,130$0199920062008YearValue
$1,126,390Latest year 2008

Participants Over Time

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

1050199920032007YearValue
9Latest year 2007

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
200910$0$0-
Jason Roberts Associates Ltd. Profit Sharing Plan-0$0--
200810$1,126,390$0-
Jason Roberts Associates Ltd. Profit Sharing Plan-0$1,126,390--
200719$0$0-
Jason Roberts Associates Ltd. Profit Sharing Plan-9---
2006110$1,162,260$188,615$18,862iApproximate average salary by contribution assumption: employee only about $471,538 at 4% or $314,358 at 6%; with 50% employer match about $314,358 at 4% or $209,572 at 6%; with 100% employer match about $235,769 at 4% or $157,179 at 6%.
Jason Roberts Associates Ltd. Profit Sharing Plan-10$1,162,260$188,615$18,862iApproximate average salary by contribution assumption: employee only about $471,538 at 4% or $314,358 at 6%; with 50% employer match about $314,358 at 4% or $209,572 at 6%; with 100% employer match about $235,769 at 4% or $157,179 at 6%.
200419$728,675$139,036$15,448iApproximate average salary by contribution assumption: employee only about $386,211 at 4% or $257,474 at 6%; with 50% employer match about $257,474 at 4% or $171,649 at 6%; with 100% employer match about $193,106 at 4% or $128,737 at 6%.
Jason Roberts Associates Ltd. Profit Sharing Plan-9$728,675$139,036$15,448iApproximate average salary by contribution assumption: employee only about $386,211 at 4% or $257,474 at 6%; with 50% employer match about $257,474 at 4% or $171,649 at 6%; with 100% employer match about $193,106 at 4% or $128,737 at 6%.
200318$0$0-
Jason Roberts Associates Ltd. Profit Sharing Plan-8---
200217$0$0-
Jason Roberts Associates Ltd. Profit Sharing Plan-7---
2001110$0$0-
Jason Roberts Associates Ltd. Profit Sharing Plan-10---
199916$211,766$83,578$13,930iApproximate average salary by contribution assumption: employee only about $348,242 at 4% or $232,161 at 6%; with 50% employer match about $232,161 at 4% or $154,774 at 6%; with 100% employer match about $174,121 at 4% or $116,081 at 6%.
Jason Roberts Associates Ltd. Profit Sharing Plan-6$211,766$83,578$13,930iApproximate average salary by contribution assumption: employee only about $348,242 at 4% or $232,161 at 6%; with 50% employer match about $232,161 at 4% or $154,774 at 6%; with 100% employer match about $174,121 at 4% or $116,081 at 6%.