Civic Intelligence

Robertson & Company Inc.

Plan context: Robertson & Company 401(K) Ps Plan

EIN 27-0158324 • Dalton, GA • 14 filings • 3 plans

313 N Selvidge StreetDalton, GA 30720
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$239,844

2024 Contributions

$12,830

Historical Graphs

Total Assets Over Time

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

$605,311$302,656$0201120182024YearValue
$239,844Latest year 2024

Participants Over Time

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

630201120182024YearValue
4Latest 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
202414$239,844$12,830$3,208iApproximate average salary by contribution assumption: employee only about $80,188 at 4% or $53,458 at 6%; with 50% employer match about $53,458 at 4% or $35,639 at 6%; with 100% employer match about $40,094 at 4% or $26,729 at 6%.
Robertson & Company 401(K) Ps Plan-4$239,844$12,830$3,208iApproximate average salary by contribution assumption: employee only about $80,188 at 4% or $53,458 at 6%; with 50% employer match about $53,458 at 4% or $35,639 at 6%; with 100% employer match about $40,094 at 4% or $26,729 at 6%.
202313$211,515$10,103$3,368iApproximate average salary by contribution assumption: employee only about $84,192 at 4% or $56,128 at 6%; with 50% employer match about $56,128 at 4% or $37,419 at 6%; with 100% employer match about $42,096 at 4% or $28,064 at 6%.
Robertson & Company 401(K) Ps Plan-3$211,515$10,103$3,368iApproximate average salary by contribution assumption: employee only about $84,192 at 4% or $56,128 at 6%; with 50% employer match about $56,128 at 4% or $37,419 at 6%; with 100% employer match about $42,096 at 4% or $28,064 at 6%.
202213$179,513$3,390$1,130iApproximate average salary by contribution assumption: employee only about $28,250 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%.
Robertson & Company 401(K) Ps Plan-3$179,513$3,390$1,130iApproximate average salary by contribution assumption: employee only about $28,250 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%.
202114$605,311$3,306$827iApproximate average salary by contribution assumption: employee only about $20,663 at 4% or $13,775 at 6%; with 50% employer match about $13,775 at 4% or $9,183 at 6%; with 100% employer match about $10,331 at 4% or $6,888 at 6%.
Robertson & Company 401(K) Ps Plan-4$605,311$3,306$827iApproximate average salary by contribution assumption: employee only about $20,663 at 4% or $13,775 at 6%; with 50% employer match about $13,775 at 4% or $9,183 at 6%; with 100% employer match about $10,331 at 4% or $6,888 at 6%.
202014$547,598$4,236$1,059iApproximate average salary by contribution assumption: employee only about $26,475 at 4% or $17,650 at 6%; with 50% employer match about $17,650 at 4% or $11,767 at 6%; with 100% employer match about $13,238 at 4% or $8,825 at 6%.
Robertson & Company 401(K) Ps Plan-4$547,598$4,236$1,059iApproximate average salary by contribution assumption: employee only about $26,475 at 4% or $17,650 at 6%; with 50% employer match about $17,650 at 4% or $11,767 at 6%; with 100% employer match about $13,238 at 4% or $8,825 at 6%.
201914$576,394$3,232$808iApproximate average salary by contribution assumption: employee only about $20,200 at 4% or $13,467 at 6%; with 50% employer match about $13,467 at 4% or $8,978 at 6%; with 100% employer match about $10,100 at 4% or $6,733 at 6%.
Robertson & Company 401(K) Ps Plan-4$576,394$3,232$808iApproximate average salary by contribution assumption: employee only about $20,200 at 4% or $13,467 at 6%; with 50% employer match about $13,467 at 4% or $8,978 at 6%; with 100% employer match about $10,100 at 4% or $6,733 at 6%.
201816$505,103$6,706$1,118iApproximate average salary by contribution assumption: employee only about $27,942 at 4% or $18,628 at 6%; with 50% employer match about $18,628 at 4% or $12,419 at 6%; with 100% employer match about $13,971 at 4% or $9,314 at 6%.
Robertson & Company 401(K) Ps Plan-6$505,103$6,706$1,118iApproximate average salary by contribution assumption: employee only about $27,942 at 4% or $18,628 at 6%; with 50% employer match about $18,628 at 4% or $12,419 at 6%; with 100% employer match about $13,971 at 4% or $9,314 at 6%.
201715$526,932$12,436$2,487iApproximate average salary by contribution assumption: employee only about $62,180 at 4% or $41,453 at 6%; with 50% employer match about $41,453 at 4% or $27,636 at 6%; with 100% employer match about $31,090 at 4% or $20,727 at 6%.
Robertson & Company 401(K) Ps Plan-5$526,932$12,436$2,487iApproximate average salary by contribution assumption: employee only about $62,180 at 4% or $41,453 at 6%; with 50% employer match about $41,453 at 4% or $27,636 at 6%; with 100% employer match about $31,090 at 4% or $20,727 at 6%.
201615$453,207$17,319$3,464iApproximate average salary by contribution assumption: employee only about $86,595 at 4% or $57,730 at 6%; with 50% employer match about $57,730 at 4% or $38,487 at 6%; with 100% employer match about $43,298 at 4% or $28,865 at 6%.
Robertson & Company 401(K) Ps Plan-5$453,207$17,319$3,464iApproximate average salary by contribution assumption: employee only about $86,595 at 4% or $57,730 at 6%; with 50% employer match about $57,730 at 4% or $38,487 at 6%; with 100% employer match about $43,298 at 4% or $28,865 at 6%.
201516$413,964$17,843$2,974iApproximate average salary by contribution assumption: employee only about $74,346 at 4% or $49,564 at 6%; with 50% employer match about $49,564 at 4% or $33,043 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
Robertson & Company 401(K) Ps Plan-6$413,964$17,843$2,974iApproximate average salary by contribution assumption: employee only about $74,346 at 4% or $49,564 at 6%; with 50% employer match about $49,564 at 4% or $33,043 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
201410$395,093$11,304-
Robertson & Company 401(K) Ps Plan-0$395,093$11,304-
201316$392,729$11,424$1,904iApproximate average salary by contribution assumption: employee only about $47,600 at 4% or $31,733 at 6%; with 50% employer match about $31,733 at 4% or $21,156 at 6%; with 100% employer match about $23,800 at 4% or $15,867 at 6%.
Robertson & Company 401(K) Ps Plan-6$392,729$11,424$1,904iApproximate average salary by contribution assumption: employee only about $47,600 at 4% or $31,733 at 6%; with 50% employer match about $31,733 at 4% or $21,156 at 6%; with 100% employer match about $23,800 at 4% or $15,867 at 6%.
201215$0$16,192$3,238iApproximate average salary by contribution assumption: employee only about $80,960 at 4% or $53,973 at 6%; with 50% employer match about $53,973 at 4% or $35,982 at 6%; with 100% employer match about $40,480 at 4% or $26,987 at 6%.
Robertson & Company 401(K) Ps Plan-5-$16,192$3,238iApproximate average salary by contribution assumption: employee only about $80,960 at 4% or $53,973 at 6%; with 50% employer match about $53,973 at 4% or $35,982 at 6%; with 100% employer match about $40,480 at 4% or $26,987 at 6%.
201115$312,233$11,276$2,255iApproximate average salary by contribution assumption: employee only about $56,380 at 4% or $37,587 at 6%; with 50% employer match about $37,587 at 4% or $25,058 at 6%; with 100% employer match about $28,190 at 4% or $18,793 at 6%.
Robertson & Company 401(K) Ps Plan-5$312,233$11,276$2,255iApproximate average salary by contribution assumption: employee only about $56,380 at 4% or $37,587 at 6%; with 50% employer match about $37,587 at 4% or $25,058 at 6%; with 100% employer match about $28,190 at 4% or $18,793 at 6%.