Civic Intelligence

Les W Robertson & Associates A

Plan context: Les W Robertson Associates a 401 K Profit Sharing Plan Trust

EIN 27-3516496 • San Diego, CA • 14 filings • 4 plans

501 West Broadway Ste A-400San Diego, CA 92101
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$1,222,017

2023 Contributions

$133,205

Historical Graphs

Total Assets Over Time

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

$1,222,017$611,009$0201020172023YearValue
$1,222,017Latest year 2023

Participants Over Time

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

740201020172023YearValue
6Latest year 2023

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
202316$1,222,017$133,205$22,201iApproximate average salary by contribution assumption: employee only about $555,021 at 4% or $370,014 at 6%; with 50% employer match about $370,014 at 4% or $246,676 at 6%; with 100% employer match about $277,510 at 4% or $185,007 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-6$1,222,017$133,205$22,201iApproximate average salary by contribution assumption: employee only about $555,021 at 4% or $370,014 at 6%; with 50% employer match about $370,014 at 4% or $246,676 at 6%; with 100% employer match about $277,510 at 4% or $185,007 at 6%.
202215$1,081,227$112,243$22,449iApproximate average salary by contribution assumption: employee only about $561,215 at 4% or $374,143 at 6%; with 50% employer match about $374,143 at 4% or $249,429 at 6%; with 100% employer match about $280,608 at 4% or $187,072 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-5$1,081,227$112,243$22,449iApproximate average salary by contribution assumption: employee only about $561,215 at 4% or $374,143 at 6%; with 50% employer match about $374,143 at 4% or $249,429 at 6%; with 100% employer match about $280,608 at 4% or $187,072 at 6%.
202115$1,115,921$163,017$32,603iApproximate average salary by contribution assumption: employee only about $815,085 at 4% or $543,390 at 6%; with 50% employer match about $543,390 at 4% or $362,260 at 6%; with 100% employer match about $407,543 at 4% or $271,695 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-5$1,115,921$163,017$32,603iApproximate average salary by contribution assumption: employee only about $815,085 at 4% or $543,390 at 6%; with 50% employer match about $543,390 at 4% or $362,260 at 6%; with 100% employer match about $407,543 at 4% or $271,695 at 6%.
202016$845,178$160,249$26,708iApproximate average salary by contribution assumption: employee only about $667,704 at 4% or $445,136 at 6%; with 50% employer match about $445,136 at 4% or $296,757 at 6%; with 100% employer match about $333,852 at 4% or $222,568 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-6$845,178$160,249$26,708iApproximate average salary by contribution assumption: employee only about $667,704 at 4% or $445,136 at 6%; with 50% employer match about $445,136 at 4% or $296,757 at 6%; with 100% employer match about $333,852 at 4% or $222,568 at 6%.
201915$606,602$151,200$30,240iApproximate average salary by contribution assumption: employee only about $756,000 at 4% or $504,000 at 6%; with 50% employer match about $504,000 at 4% or $336,000 at 6%; with 100% employer match about $378,000 at 4% or $252,000 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-5$606,602$151,200$30,240iApproximate average salary by contribution assumption: employee only about $756,000 at 4% or $504,000 at 6%; with 50% employer match about $504,000 at 4% or $336,000 at 6%; with 100% employer match about $378,000 at 4% or $252,000 at 6%.
201815$404,423$12,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-5$404,423$12,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201716$424,726$729$122iApproximate average salary by contribution assumption: employee only about $3,038 at 4% or $2,025 at 6%; with 50% employer match about $2,025 at 4% or $1,350 at 6%; with 100% employer match about $1,519 at 4% or $1,013 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-6$424,726$729$122iApproximate average salary by contribution assumption: employee only about $3,038 at 4% or $2,025 at 6%; with 50% employer match about $2,025 at 4% or $1,350 at 6%; with 100% employer match about $1,519 at 4% or $1,013 at 6%.
201615$403,383$314$63iApproximate average salary by contribution assumption: employee only about $1,570 at 4% or $1,047 at 6%; with 50% employer match about $1,047 at 4% or $698 at 6%; with 100% employer match about $785 at 4% or $523 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-5$403,383$314$63iApproximate average salary by contribution assumption: employee only about $1,570 at 4% or $1,047 at 6%; with 50% employer match about $1,047 at 4% or $698 at 6%; with 100% employer match about $785 at 4% or $523 at 6%.
201516$439,667$89,859$14,977iApproximate average salary by contribution assumption: employee only about $374,413 at 4% or $249,608 at 6%; with 50% employer match about $249,608 at 4% or $166,406 at 6%; with 100% employer match about $187,206 at 4% or $124,804 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-6$439,667$89,859$14,977iApproximate average salary by contribution assumption: employee only about $374,413 at 4% or $249,608 at 6%; with 50% employer match about $249,608 at 4% or $166,406 at 6%; with 100% employer match about $187,206 at 4% or $124,804 at 6%.
201417$398,324$19,131$2,733iApproximate average salary by contribution assumption: employee only about $68,325 at 4% or $45,550 at 6%; with 50% employer match about $45,550 at 4% or $30,367 at 6%; with 100% employer match about $34,163 at 4% or $22,775 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-7$398,324$19,131$2,733iApproximate average salary by contribution assumption: employee only about $68,325 at 4% or $45,550 at 6%; with 50% employer match about $45,550 at 4% or $30,367 at 6%; with 100% employer match about $34,163 at 4% or $22,775 at 6%.
201315$455,566$124,493$24,899iApproximate average salary by contribution assumption: employee only about $622,465 at 4% or $414,977 at 6%; with 50% employer match about $414,977 at 4% or $276,651 at 6%; with 100% employer match about $311,233 at 4% or $207,488 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-5$455,566$124,493$24,899iApproximate average salary by contribution assumption: employee only about $622,465 at 4% or $414,977 at 6%; with 50% employer match about $414,977 at 4% or $276,651 at 6%; with 100% employer match about $311,233 at 4% or $207,488 at 6%.
201215$330,471$155,883$31,177iApproximate average salary by contribution assumption: employee only about $779,415 at 4% or $519,610 at 6%; with 50% employer match about $519,610 at 4% or $346,407 at 6%; with 100% employer match about $389,708 at 4% or $259,805 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-5$330,471$155,883$31,177iApproximate average salary by contribution assumption: employee only about $779,415 at 4% or $519,610 at 6%; with 50% employer match about $519,610 at 4% or $346,407 at 6%; with 100% employer match about $389,708 at 4% or $259,805 at 6%.
201116$170,564$85,394$14,232iApproximate average salary by contribution assumption: employee only about $355,808 at 4% or $237,206 at 6%; with 50% employer match about $237,206 at 4% or $158,137 at 6%; with 100% employer match about $177,904 at 4% or $118,603 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-6$170,564$85,394$14,232iApproximate average salary by contribution assumption: employee only about $355,808 at 4% or $237,206 at 6%; with 50% employer match about $237,206 at 4% or $158,137 at 6%; with 100% employer match about $177,904 at 4% or $118,603 at 6%.
201017$103,270$24,411$3,487iApproximate average salary by contribution assumption: employee only about $87,182 at 4% or $58,121 at 6%; with 50% employer match about $58,121 at 4% or $38,748 at 6%; with 100% employer match about $43,591 at 4% or $29,061 at 6%.
Les W Robertson Associates a 401 K Profit Sharing Plan Trust-7$103,270$24,411$3,487iApproximate average salary by contribution assumption: employee only about $87,182 at 4% or $58,121 at 6%; with 50% employer match about $58,121 at 4% or $38,748 at 6%; with 100% employer match about $43,591 at 4% or $29,061 at 6%.