ROBBINS FINANCIAL ADVISORY SER
Plan context: ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST
EIN 25-1640181 • Erie, PA • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,136,463
2025 Contributions
$99,956
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 | 4 | $1,136,463 | $99,956 | $24,989iApproximate average salary by contribution assumption: employee only about $624,725 at 4% or $416,483 at 6%; with 50% employer match about $416,483 at 4% or $277,656 at 6%; with 100% employer match about $312,363 at 4% or $208,242 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $1,136,463 | $99,956 | $24,989iApproximate average salary by contribution assumption: employee only about $624,725 at 4% or $416,483 at 6%; with 50% employer match about $416,483 at 4% or $277,656 at 6%; with 100% employer match about $312,363 at 4% or $208,242 at 6%. |
| 2024 | 1 | 4 | $901,043 | $99,389 | $24,847iApproximate average salary by contribution assumption: employee only about $621,181 at 4% or $414,121 at 6%; with 50% employer match about $414,121 at 4% or $276,081 at 6%; with 100% employer match about $310,591 at 4% or $207,060 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $901,043 | $99,389 | $24,847iApproximate average salary by contribution assumption: employee only about $621,181 at 4% or $414,121 at 6%; with 50% employer match about $414,121 at 4% or $276,081 at 6%; with 100% employer match about $310,591 at 4% or $207,060 at 6%. |
| 2023 | 1 | 4 | $637,336 | $84,583 | $21,146iApproximate average salary by contribution assumption: employee only about $528,644 at 4% or $352,429 at 6%; with 50% employer match about $352,429 at 4% or $234,953 at 6%; with 100% employer match about $264,322 at 4% or $176,215 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $637,336 | $84,583 | $21,146iApproximate average salary by contribution assumption: employee only about $528,644 at 4% or $352,429 at 6%; with 50% employer match about $352,429 at 4% or $234,953 at 6%; with 100% employer match about $264,322 at 4% or $176,215 at 6%. |
| 2022 | 1 | 4 | $433,486 | $77,704 | $19,426iApproximate average salary by contribution assumption: employee only about $485,650 at 4% or $323,767 at 6%; with 50% employer match about $323,767 at 4% or $215,844 at 6%; with 100% employer match about $242,825 at 4% or $161,883 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $433,486 | $77,704 | $19,426iApproximate average salary by contribution assumption: employee only about $485,650 at 4% or $323,767 at 6%; with 50% employer match about $323,767 at 4% or $215,844 at 6%; with 100% employer match about $242,825 at 4% or $161,883 at 6%. |
| 2021 | 1 | 3 | $551,191 | $68,520 | $22,840iApproximate average salary by contribution assumption: employee only about $571,000 at 4% or $380,667 at 6%; with 50% employer match about $380,667 at 4% or $253,778 at 6%; with 100% employer match about $285,500 at 4% or $190,333 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $551,191 | $68,520 | $22,840iApproximate average salary by contribution assumption: employee only about $571,000 at 4% or $380,667 at 6%; with 50% employer match about $380,667 at 4% or $253,778 at 6%; with 100% employer match about $285,500 at 4% or $190,333 at 6%. |
| 2020 | 1 | 3 | $446,207 | $66,515 | $22,172iApproximate average salary by contribution assumption: employee only about $554,292 at 4% or $369,528 at 6%; with 50% employer match about $369,528 at 4% or $246,352 at 6%; with 100% employer match about $277,146 at 4% or $184,764 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $446,207 | $66,515 | $22,172iApproximate average salary by contribution assumption: employee only about $554,292 at 4% or $369,528 at 6%; with 50% employer match about $369,528 at 4% or $246,352 at 6%; with 100% employer match about $277,146 at 4% or $184,764 at 6%. |
| 2019 | 1 | 3 | $250,004 | $65,081 | $21,694iApproximate average salary by contribution assumption: employee only about $542,342 at 4% or $361,561 at 6%; with 50% employer match about $361,561 at 4% or $241,041 at 6%; with 100% employer match about $271,171 at 4% or $180,781 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $250,004 | $65,081 | $21,694iApproximate average salary by contribution assumption: employee only about $542,342 at 4% or $361,561 at 6%; with 50% employer match about $361,561 at 4% or $241,041 at 6%; with 100% employer match about $271,171 at 4% or $180,781 at 6%. |
| 2018 | 1 | 3 | $141,318 | $62,923 | $20,974iApproximate average salary by contribution assumption: employee only about $524,358 at 4% or $349,572 at 6%; with 50% employer match about $349,572 at 4% or $233,048 at 6%; with 100% employer match about $262,179 at 4% or $174,786 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401 K PROFIT SHARING PLAN TRUST | - | 3 | $141,318 | $62,923 | $20,974iApproximate average salary by contribution assumption: employee only about $524,358 at 4% or $349,572 at 6%; with 50% employer match about $349,572 at 4% or $233,048 at 6%; with 100% employer match about $262,179 at 4% or $174,786 at 6%. |
| 2017 | 1 | 3 | $90,416 | $51,267 | $17,089iApproximate average salary by contribution assumption: employee only about $427,225 at 4% or $284,817 at 6%; with 50% employer match about $284,817 at 4% or $189,878 at 6%; with 100% employer match about $213,613 at 4% or $142,408 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401 K PROFIT SHARING PLAN TRUST | - | 3 | $90,416 | $51,267 | $17,089iApproximate average salary by contribution assumption: employee only about $427,225 at 4% or $284,817 at 6%; with 50% employer match about $284,817 at 4% or $189,878 at 6%; with 100% employer match about $213,613 at 4% or $142,408 at 6%. |
| 2016 | 1 | 3 | $29,392 | $29,411 | $9,804iApproximate average salary by contribution assumption: employee only about $245,092 at 4% or $163,394 at 6%; with 50% employer match about $163,394 at 4% or $108,930 at 6%; with 100% employer match about $122,546 at 4% or $81,697 at 6%. |
| ROBBINS FINANCIAL ADVISORY SER 401 K PROFIT SHARING PLAN TRUST | - | 3 | $29,392 | $29,411 | $9,804iApproximate average salary by contribution assumption: employee only about $245,092 at 4% or $163,394 at 6%; with 50% employer match about $163,394 at 4% or $108,930 at 6%; with 100% employer match about $122,546 at 4% or $81,697 at 6%. |