Civic Intelligence

Roberts Financial Services Inc.

Plan context: Roberts Financial Services Inc 401(K) Plan

EIN 26-1546525 • Marquette, MI • 12 filings • 2 plans

989 W. Washington St.Ste 101Marquette, MI 49855
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,610,820

2024 Contributions

$675,289

Historical Graphs

Total Assets Over Time

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

$2,610,820$1,305,410$0201320192024YearValue
$2,610,820Latest year 2024

Participants Over Time

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

630201320192024YearValue
6Latest year 2024

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
202416$2,610,820$675,289$112,548iApproximate average salary by contribution assumption: employee only about $2,813,704 at 4% or $1,875,803 at 6%; with 50% employer match about $1,875,803 at 4% or $1,250,535 at 6%; with 100% employer match about $1,406,852 at 4% or $937,901 at 6%.
Roberts Financial Services Inc 401(K) Plan-6$2,610,820$675,289$112,548iApproximate average salary by contribution assumption: employee only about $2,813,704 at 4% or $1,875,803 at 6%; with 50% employer match about $1,875,803 at 4% or $1,250,535 at 6%; with 100% employer match about $1,406,852 at 4% or $937,901 at 6%.
202316$1,689,762$157,269$26,212iApproximate average salary by contribution assumption: employee only about $655,288 at 4% or $436,858 at 6%; with 50% employer match about $436,858 at 4% or $291,239 at 6%; with 100% employer match about $327,644 at 4% or $218,429 at 6%.
Roberts Financial Services Inc 401(K) Plan-6$1,689,762$157,269$26,212iApproximate average salary by contribution assumption: employee only about $655,288 at 4% or $436,858 at 6%; with 50% employer match about $436,858 at 4% or $291,239 at 6%; with 100% employer match about $327,644 at 4% or $218,429 at 6%.
202216$1,286,940$218,111$36,352iApproximate average salary by contribution assumption: employee only about $908,796 at 4% or $605,864 at 6%; with 50% employer match about $605,864 at 4% or $403,909 at 6%; with 100% employer match about $454,398 at 4% or $302,932 at 6%.
Roberts Financial Services Inc 401(K) Plan-6$1,286,940$218,111$36,352iApproximate average salary by contribution assumption: employee only about $908,796 at 4% or $605,864 at 6%; with 50% employer match about $605,864 at 4% or $403,909 at 6%; with 100% employer match about $454,398 at 4% or $302,932 at 6%.
202116$1,325,299$262,138$43,690iApproximate average salary by contribution assumption: employee only about $1,092,242 at 4% or $728,161 at 6%; with 50% employer match about $728,161 at 4% or $485,441 at 6%; with 100% employer match about $546,121 at 4% or $364,081 at 6%.
Roberts Financial Services Inc 401(K) Plan-6$1,325,299$262,138$43,690iApproximate average salary by contribution assumption: employee only about $1,092,242 at 4% or $728,161 at 6%; with 50% employer match about $728,161 at 4% or $485,441 at 6%; with 100% employer match about $546,121 at 4% or $364,081 at 6%.
202016$866,507$187,484$31,247iApproximate average salary by contribution assumption: employee only about $781,183 at 4% or $520,789 at 6%; with 50% employer match about $520,789 at 4% or $347,193 at 6%; with 100% employer match about $390,592 at 4% or $260,394 at 6%.
Roberts Financial Services Inc 401(K) Plan-6$866,507$187,484$31,247iApproximate average salary by contribution assumption: employee only about $781,183 at 4% or $520,789 at 6%; with 50% employer match about $520,789 at 4% or $347,193 at 6%; with 100% employer match about $390,592 at 4% or $260,394 at 6%.
201914$563,984$68,236$17,059iApproximate average salary by contribution assumption: employee only about $426,475 at 4% or $284,317 at 6%; with 50% employer match about $284,317 at 4% or $189,544 at 6%; with 100% employer match about $213,238 at 4% or $142,158 at 6%.
Roberts Financial Services Inc 401(K) Plan-4$563,984$68,236$17,059iApproximate average salary by contribution assumption: employee only about $426,475 at 4% or $284,317 at 6%; with 50% employer match about $284,317 at 4% or $189,544 at 6%; with 100% employer match about $213,238 at 4% or $142,158 at 6%.
201814$391,651$73,804$18,451iApproximate average salary by contribution assumption: employee only about $461,275 at 4% or $307,517 at 6%; with 50% employer match about $307,517 at 4% or $205,011 at 6%; with 100% employer match about $230,638 at 4% or $153,758 at 6%.
Roberts Financial Services Inc 401(K) Plan-4$391,651$73,804$18,451iApproximate average salary by contribution assumption: employee only about $461,275 at 4% or $307,517 at 6%; with 50% employer match about $307,517 at 4% or $205,011 at 6%; with 100% employer match about $230,638 at 4% or $153,758 at 6%.
201715$403,343$142,575$28,515iApproximate average salary by contribution assumption: employee only about $712,875 at 4% or $475,250 at 6%; with 50% employer match about $475,250 at 4% or $316,833 at 6%; with 100% employer match about $356,438 at 4% or $237,625 at 6%.
Roberts Financial Services Inc 401(K) Plan-5$403,343$142,575$28,515iApproximate average salary by contribution assumption: employee only about $712,875 at 4% or $475,250 at 6%; with 50% employer match about $475,250 at 4% or $316,833 at 6%; with 100% employer match about $356,438 at 4% or $237,625 at 6%.
201614$211,437$37,028$9,257iApproximate average salary by contribution assumption: employee only about $231,425 at 4% or $154,283 at 6%; with 50% employer match about $154,283 at 4% or $102,856 at 6%; with 100% employer match about $115,713 at 4% or $77,142 at 6%.
Roberts Financial Services Inc 401(K) Plan-4$211,437$37,028$9,257iApproximate average salary by contribution assumption: employee only about $231,425 at 4% or $154,283 at 6%; with 50% employer match about $154,283 at 4% or $102,856 at 6%; with 100% employer match about $115,713 at 4% or $77,142 at 6%.
201514$169,444$67,758$16,940iApproximate average salary by contribution assumption: employee only about $423,488 at 4% or $282,325 at 6%; with 50% employer match about $282,325 at 4% or $188,217 at 6%; with 100% employer match about $211,744 at 4% or $141,163 at 6%.
Roberts Financial Services Inc 401(K) Plan-4$169,444$67,758$16,940iApproximate average salary by contribution assumption: employee only about $423,488 at 4% or $282,325 at 6%; with 50% employer match about $282,325 at 4% or $188,217 at 6%; with 100% employer match about $211,744 at 4% or $141,163 at 6%.
201414$110,890$61,410$15,353iApproximate average salary by contribution assumption: employee only about $383,813 at 4% or $255,875 at 6%; with 50% employer match about $255,875 at 4% or $170,583 at 6%; with 100% employer match about $191,906 at 4% or $127,938 at 6%.
Roberts Financial Services Inc 401(K) Plan-4$110,890$61,410$15,353iApproximate average salary by contribution assumption: employee only about $383,813 at 4% or $255,875 at 6%; with 50% employer match about $255,875 at 4% or $170,583 at 6%; with 100% employer match about $191,906 at 4% or $127,938 at 6%.
201314$46,368$41,629$10,407iApproximate average salary by contribution assumption: employee only about $260,181 at 4% or $173,454 at 6%; with 50% employer match about $173,454 at 4% or $115,636 at 6%; with 100% employer match about $130,091 at 4% or $86,727 at 6%.
Roberts Financial Services Inc 401(K) Plan-4$46,368$41,629$10,407iApproximate average salary by contribution assumption: employee only about $260,181 at 4% or $173,454 at 6%; with 50% employer match about $173,454 at 4% or $115,636 at 6%; with 100% employer match about $130,091 at 4% or $86,727 at 6%.