Civic Intelligence

William H. Roberts, Jr.

Plan context: William H. Roberts, Jr. Keogh Profit Sharing Plan

EIN 31-0707210 • New Lexington, OH • 26 filings • 4 plans

304 Mill StreetNew Lexington, OH 43764
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$158,695

2012 Contributions

$22,000

Historical Graphs

Total Assets Over Time

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

$1,060,761$530,381$0199920052011YearValue
$158,695Latest year 2011

Participants Over Time

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

210199920062011YearValue
1Latest year 2011

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
201210$0$0-
William H. Roberts, Jr. Keogh Profit Sharing Plan-0$0$0-
201111$158,695$0-
William H. Roberts, Jr. Keogh Profit Sharing Plan-1$158,695--
201032$1,023,026$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$631,972$0-
Willim H. Roberts, Jr Keogh Pension Plan-2$391,054$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-0$0$0-
200922$1,035,764$35,675$17,838iApproximate average salary by contribution assumption: employee only about $445,938 at 4% or $297,292 at 6%; with 50% employer match about $297,292 at 4% or $198,194 at 6%; with 100% employer match about $222,969 at 4% or $148,646 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$647,016$15,289$7,645iApproximate average salary by contribution assumption: employee only about $191,113 at 4% or $127,408 at 6%; with 50% employer match about $127,408 at 4% or $84,939 at 6%; with 100% employer match about $95,556 at 4% or $63,704 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$388,748$20,386$10,193iApproximate average salary by contribution assumption: employee only about $254,825 at 4% or $169,883 at 6%; with 50% employer match about $169,883 at 4% or $113,256 at 6%; with 100% employer match about $127,413 at 4% or $84,942 at 6%.
200822$0$0-
Willim H. Roberts, Jr Keogh Pension Plan-2---
William H. Roberts, Jr. Keogh Profit Sharing Plan-2---
200722$1,041,710$28,028$14,014iApproximate average salary by contribution assumption: employee only about $350,350 at 4% or $233,567 at 6%; with 50% employer match about $233,567 at 4% or $155,711 at 6%; with 100% employer match about $175,175 at 4% or $116,783 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$650,325$16,817$8,409iApproximate average salary by contribution assumption: employee only about $210,213 at 4% or $140,142 at 6%; with 50% employer match about $140,142 at 4% or $93,428 at 6%; with 100% employer match about $105,106 at 4% or $70,071 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$391,385$11,211$5,606iApproximate average salary by contribution assumption: employee only about $140,138 at 4% or $93,425 at 6%; with 50% employer match about $93,425 at 4% or $62,283 at 6%; with 100% employer match about $70,069 at 4% or $46,713 at 6%.
200622$1,008,360$44,272$22,136iApproximate average salary by contribution assumption: employee only about $553,400 at 4% or $368,933 at 6%; with 50% employer match about $368,933 at 4% or $245,956 at 6%; with 100% employer match about $276,700 at 4% or $184,467 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$627,971$26,563$13,282iApproximate average salary by contribution assumption: employee only about $332,038 at 4% or $221,358 at 6%; with 50% employer match about $221,358 at 4% or $147,572 at 6%; with 100% employer match about $166,019 at 4% or $110,679 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$380,389$17,709$8,855iApproximate average salary by contribution assumption: employee only about $221,363 at 4% or $147,575 at 6%; with 50% employer match about $147,575 at 4% or $98,383 at 6%; with 100% employer match about $110,681 at 4% or $73,788 at 6%.
200522$980,286$30,396$15,198iApproximate average salary by contribution assumption: employee only about $379,950 at 4% or $253,300 at 6%; with 50% employer match about $253,300 at 4% or $168,867 at 6%; with 100% employer match about $189,975 at 4% or $126,650 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$612,539$18,238$9,119iApproximate average salary by contribution assumption: employee only about $227,975 at 4% or $151,983 at 6%; with 50% employer match about $151,983 at 4% or $101,322 at 6%; with 100% employer match about $113,988 at 4% or $75,992 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$367,747$12,158$6,079iApproximate average salary by contribution assumption: employee only about $151,975 at 4% or $101,317 at 6%; with 50% employer match about $101,317 at 4% or $67,544 at 6%; with 100% employer match about $75,988 at 4% or $50,658 at 6%.
200422$956,721$39,116$19,558iApproximate average salary by contribution assumption: employee only about $488,950 at 4% or $325,967 at 6%; with 50% employer match about $325,967 at 4% or $217,311 at 6%; with 100% employer match about $244,475 at 4% or $162,983 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$596,773$23,469$11,735iApproximate average salary by contribution assumption: employee only about $293,363 at 4% or $195,575 at 6%; with 50% employer match about $195,575 at 4% or $130,383 at 6%; with 100% employer match about $146,681 at 4% or $97,788 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$359,948$15,647$7,824iApproximate average salary by contribution assumption: employee only about $195,588 at 4% or $130,392 at 6%; with 50% employer match about $130,392 at 4% or $86,928 at 6%; with 100% employer match about $97,794 at 4% or $65,196 at 6%.
200222$323,309$16,881$8,441iApproximate average salary by contribution assumption: employee only about $211,013 at 4% or $140,675 at 6%; with 50% employer match about $140,675 at 4% or $93,783 at 6%; with 100% employer match about $105,506 at 4% or $70,338 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$323,309$16,881$8,441iApproximate average salary by contribution assumption: employee only about $211,013 at 4% or $140,675 at 6%; with 50% employer match about $140,675 at 4% or $93,783 at 6%; with 100% employer match about $105,506 at 4% or $70,338 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2---
200122$851,354$26,627$13,314iApproximate average salary by contribution assumption: employee only about $332,838 at 4% or $221,892 at 6%; with 50% employer match about $221,892 at 4% or $147,928 at 6%; with 100% employer match about $166,419 at 4% or $110,946 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$545,873$15,976$7,988iApproximate average salary by contribution assumption: employee only about $199,700 at 4% or $133,133 at 6%; with 50% employer match about $133,133 at 4% or $88,756 at 6%; with 100% employer match about $99,850 at 4% or $66,567 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$305,481$10,651$5,326iApproximate average salary by contribution assumption: employee only about $133,138 at 4% or $88,758 at 6%; with 50% employer match about $88,758 at 4% or $59,172 at 6%; with 100% employer match about $66,569 at 4% or $44,379 at 6%.
200022$823,936$32,443$16,222iApproximate average salary by contribution assumption: employee only about $405,538 at 4% or $270,358 at 6%; with 50% employer match about $270,358 at 4% or $180,239 at 6%; with 100% employer match about $202,769 at 4% or $135,179 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$530,860$19,466$9,733iApproximate average salary by contribution assumption: employee only about $243,325 at 4% or $162,217 at 6%; with 50% employer match about $162,217 at 4% or $108,144 at 6%; with 100% employer match about $121,663 at 4% or $81,108 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$293,076$12,977$6,489iApproximate average salary by contribution assumption: employee only about $162,213 at 4% or $108,142 at 6%; with 50% employer match about $108,142 at 4% or $72,094 at 6%; with 100% employer match about $81,106 at 4% or $54,071 at 6%.
199932$1,060,761$104,402$52,201iApproximate average salary by contribution assumption: employee only about $1,305,025 at 4% or $870,017 at 6%; with 50% employer match about $870,017 at 4% or $580,011 at 6%; with 100% employer match about $652,513 at 4% or $435,008 at 6%.
William H. Roberts, Jr. Keogh Profit Sharing Plan-2$505,043$38,048$19,024iApproximate average salary by contribution assumption: employee only about $475,600 at 4% or $317,067 at 6%; with 50% employer match about $317,067 at 4% or $211,378 at 6%; with 100% employer match about $237,800 at 4% or $158,533 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$277,859$33,177$16,589iApproximate average salary by contribution assumption: employee only about $414,713 at 4% or $276,475 at 6%; with 50% employer match about $276,475 at 4% or $184,317 at 6%; with 100% employer match about $207,356 at 4% or $138,238 at 6%.
Willim H. Roberts, Jr Keogh Pension Plan-2$277,859$33,177$16,589iApproximate average salary by contribution assumption: employee only about $414,713 at 4% or $276,475 at 6%; with 50% employer match about $276,475 at 4% or $184,317 at 6%; with 100% employer match about $207,356 at 4% or $138,238 at 6%.