Robbins, Kelly, Patterson & Tucker,
Plan context: Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan
EIN 31-0796417 • Cincinnati, OH • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
51
2024 Assets
$19,229,557
2024 Contributions
$1,010,551
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 51 | $19,229,557 | $1,010,551 | $19,815iApproximate average salary by contribution assumption: employee only about $495,368 at 4% or $330,245 at 6%; with 50% employer match about $330,245 at 4% or $220,164 at 6%; with 100% employer match about $247,684 at 4% or $165,123 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 51 | $19,229,557 | $1,010,551 | $19,815iApproximate average salary by contribution assumption: employee only about $495,368 at 4% or $330,245 at 6%; with 50% employer match about $330,245 at 4% or $220,164 at 6%; with 100% employer match about $247,684 at 4% or $165,123 at 6%. |
| 2023 | 2 | 48 | $18,380,253 | $1,091,819 | $22,746iApproximate average salary by contribution assumption: employee only about $568,656 at 4% or $379,104 at 6%; with 50% employer match about $379,104 at 4% or $252,736 at 6%; with 100% employer match about $284,328 at 4% or $189,552 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 48 | $18,380,253 | $601,400 | $12,529iApproximate average salary by contribution assumption: employee only about $313,229 at 4% or $208,819 at 6%; with 50% employer match about $208,819 at 4% or $139,213 at 6%; with 100% employer match about $156,615 at 4% or $104,410 at 6%. |
| ROBBINS KELLY PATTERSON SOCA BENEFIT PLAN | - | 0 | $0 | $490,419 | - |
| 2022 | 2 | 41 | $18,626,092 | $1,439,843 | $35,118iApproximate average salary by contribution assumption: employee only about $877,953 at 4% or $585,302 at 6%; with 50% employer match about $585,302 at 4% or $390,201 at 6%; with 100% employer match about $438,977 at 4% or $292,651 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 41 | $18,601,779 | $1,008,097 | $24,588iApproximate average salary by contribution assumption: employee only about $614,693 at 4% or $409,796 at 6%; with 50% employer match about $409,796 at 4% or $273,197 at 6%; with 100% employer match about $307,347 at 4% or $204,898 at 6%. |
| ROBBINS KELLY PATTERSON SOCA BENEFIT PLAN | - | 35 | $24,313 | $431,746 | $12,336iApproximate average salary by contribution assumption: employee only about $308,390 at 4% or $205,593 at 6%; with 50% employer match about $205,593 at 4% or $137,062 at 6%; with 100% employer match about $154,195 at 4% or $102,797 at 6%. |
| 2021 | 2 | 43 | $21,266,141 | $1,099,391 | $25,567iApproximate average salary by contribution assumption: employee only about $639,181 at 4% or $426,121 at 6%; with 50% employer match about $426,121 at 4% or $284,080 at 6%; with 100% employer match about $319,590 at 4% or $213,060 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 43 | $21,257,031 | $708,451 | $16,476iApproximate average salary by contribution assumption: employee only about $411,890 at 4% or $274,593 at 6%; with 50% employer match about $274,593 at 4% or $183,062 at 6%; with 100% employer match about $205,945 at 4% or $137,297 at 6%. |
| ROBBINS KELLY PATTERSON SOCA BENEFIT PLAN | - | 33 | $9,110 | $390,940 | $11,847iApproximate average salary by contribution assumption: employee only about $296,167 at 4% or $197,444 at 6%; with 50% employer match about $197,444 at 4% or $131,630 at 6%; with 100% employer match about $148,083 at 4% or $98,722 at 6%. |
| 2020 | 1 | 41 | $18,250,256 | $22,205,857 | $541,606iApproximate average salary by contribution assumption: employee only about $13,540,157 at 4% or $9,026,771 at 6%; with 50% employer match about $9,026,771 at 4% or $6,017,847 at 6%; with 100% employer match about $6,770,078 at 4% or $4,513,386 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 41 | $18,250,256 | $22,205,857 | $541,606iApproximate average salary by contribution assumption: employee only about $13,540,157 at 4% or $9,026,771 at 6%; with 50% employer match about $9,026,771 at 4% or $6,017,847 at 6%; with 100% employer match about $6,770,078 at 4% or $4,513,386 at 6%. |
| 2019 | 1 | 50 | $22,772,295 | $722,717 | $14,454iApproximate average salary by contribution assumption: employee only about $361,359 at 4% or $240,906 at 6%; with 50% employer match about $240,906 at 4% or $160,604 at 6%; with 100% employer match about $180,679 at 4% or $120,453 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 50 | $22,772,295 | $722,717 | $14,454iApproximate average salary by contribution assumption: employee only about $361,359 at 4% or $240,906 at 6%; with 50% employer match about $240,906 at 4% or $160,604 at 6%; with 100% employer match about $180,679 at 4% or $120,453 at 6%. |
| 2018 | 1 | 45 | $18,607,195 | $592,309 | $13,162iApproximate average salary by contribution assumption: employee only about $329,061 at 4% or $219,374 at 6%; with 50% employer match about $219,374 at 4% or $146,249 at 6%; with 100% employer match about $164,530 at 4% or $109,687 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 45 | $18,607,195 | $592,309 | $13,162iApproximate average salary by contribution assumption: employee only about $329,061 at 4% or $219,374 at 6%; with 50% employer match about $219,374 at 4% or $146,249 at 6%; with 100% employer match about $164,530 at 4% or $109,687 at 6%. |
| 2017 | 1 | 43 | $19,618,312 | $695,106 | $16,165iApproximate average salary by contribution assumption: employee only about $404,131 at 4% or $269,421 at 6%; with 50% employer match about $269,421 at 4% or $179,614 at 6%; with 100% employer match about $202,066 at 4% or $134,710 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 43 | $19,618,312 | $695,106 | $16,165iApproximate average salary by contribution assumption: employee only about $404,131 at 4% or $269,421 at 6%; with 50% employer match about $269,421 at 4% or $179,614 at 6%; with 100% employer match about $202,066 at 4% or $134,710 at 6%. |
| 2016 | 1 | 42 | $16,572,677 | $808,727 | $19,255iApproximate average salary by contribution assumption: employee only about $481,385 at 4% or $320,923 at 6%; with 50% employer match about $320,923 at 4% or $213,949 at 6%; with 100% employer match about $240,693 at 4% or $160,462 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 42 | $16,572,677 | $808,727 | $19,255iApproximate average salary by contribution assumption: employee only about $481,385 at 4% or $320,923 at 6%; with 50% employer match about $320,923 at 4% or $213,949 at 6%; with 100% employer match about $240,693 at 4% or $160,462 at 6%. |
| 2015 | 1 | 43 | $14,674,157 | $644,967 | $14,999iApproximate average salary by contribution assumption: employee only about $374,981 at 4% or $249,987 at 6%; with 50% employer match about $249,987 at 4% or $166,658 at 6%; with 100% employer match about $187,490 at 4% or $124,994 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 43 | $14,674,157 | $644,967 | $14,999iApproximate average salary by contribution assumption: employee only about $374,981 at 4% or $249,987 at 6%; with 50% employer match about $249,987 at 4% or $166,658 at 6%; with 100% employer match about $187,490 at 4% or $124,994 at 6%. |
| 2014 | 1 | 40 | $15,206,834 | $580,607 | $14,515iApproximate average salary by contribution assumption: employee only about $362,879 at 4% or $241,920 at 6%; with 50% employer match about $241,920 at 4% or $161,280 at 6%; with 100% employer match about $181,440 at 4% or $120,960 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 40 | $15,206,834 | $580,607 | $14,515iApproximate average salary by contribution assumption: employee only about $362,879 at 4% or $241,920 at 6%; with 50% employer match about $241,920 at 4% or $161,280 at 6%; with 100% employer match about $181,440 at 4% or $120,960 at 6%. |
| 2013 | 1 | 42 | $14,283,634 | $528,067 | $12,573iApproximate average salary by contribution assumption: employee only about $314,326 at 4% or $209,550 at 6%; with 50% employer match about $209,550 at 4% or $139,700 at 6%; with 100% employer match about $157,163 at 4% or $104,775 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 42 | $14,283,634 | $528,067 | $12,573iApproximate average salary by contribution assumption: employee only about $314,326 at 4% or $209,550 at 6%; with 50% employer match about $209,550 at 4% or $139,700 at 6%; with 100% employer match about $157,163 at 4% or $104,775 at 6%. |
| 2012 | 1 | 43 | $11,937,650 | $625,657 | $14,550iApproximate average salary by contribution assumption: employee only about $363,754 at 4% or $242,503 at 6%; with 50% employer match about $242,503 at 4% or $161,668 at 6%; with 100% employer match about $181,877 at 4% or $121,251 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 43 | $11,937,650 | $625,657 | $14,550iApproximate average salary by contribution assumption: employee only about $363,754 at 4% or $242,503 at 6%; with 50% employer match about $242,503 at 4% or $161,668 at 6%; with 100% employer match about $181,877 at 4% or $121,251 at 6%. |
| 2011 | 1 | 42 | $10,494,729 | $515,014 | $12,262iApproximate average salary by contribution assumption: employee only about $306,556 at 4% or $204,371 at 6%; with 50% employer match about $204,371 at 4% or $136,247 at 6%; with 100% employer match about $153,278 at 4% or $102,185 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 42 | $10,494,729 | $515,014 | $12,262iApproximate average salary by contribution assumption: employee only about $306,556 at 4% or $204,371 at 6%; with 50% employer match about $204,371 at 4% or $136,247 at 6%; with 100% employer match about $153,278 at 4% or $102,185 at 6%. |
| 2010 | 1 | 40 | $9,845,632 | $607,443 | $15,186iApproximate average salary by contribution assumption: employee only about $379,652 at 4% or $253,101 at 6%; with 50% employer match about $253,101 at 4% or $168,734 at 6%; with 100% employer match about $189,826 at 4% or $126,551 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 40 | $9,845,632 | $607,443 | $15,186iApproximate average salary by contribution assumption: employee only about $379,652 at 4% or $253,101 at 6%; with 50% employer match about $253,101 at 4% or $168,734 at 6%; with 100% employer match about $189,826 at 4% or $126,551 at 6%. |
| 2009 | 1 | 38 | $8,425,196 | $539,298 | $14,192iApproximate average salary by contribution assumption: employee only about $354,801 at 4% or $236,534 at 6%; with 50% employer match about $236,534 at 4% or $157,689 at 6%; with 100% employer match about $177,401 at 4% or $118,267 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 38 | $8,425,196 | $539,298 | $14,192iApproximate average salary by contribution assumption: employee only about $354,801 at 4% or $236,534 at 6%; with 50% employer match about $236,534 at 4% or $157,689 at 6%; with 100% employer match about $177,401 at 4% or $118,267 at 6%. |
| 2008 | 1 | 41 | $6,576,627 | $537,685 | $13,114iApproximate average salary by contribution assumption: employee only about $327,857 at 4% or $218,571 at 6%; with 50% employer match about $218,571 at 4% or $145,714 at 6%; with 100% employer match about $163,928 at 4% or $109,286 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 41 | $6,576,627 | $537,685 | $13,114iApproximate average salary by contribution assumption: employee only about $327,857 at 4% or $218,571 at 6%; with 50% employer match about $218,571 at 4% or $145,714 at 6%; with 100% employer match about $163,928 at 4% or $109,286 at 6%. |
| 2007 | 1 | 39 | $9,335,276 | $574,971 | $14,743iApproximate average salary by contribution assumption: employee only about $368,571 at 4% or $245,714 at 6%; with 50% employer match about $245,714 at 4% or $163,809 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 39 | $9,335,276 | $574,971 | $14,743iApproximate average salary by contribution assumption: employee only about $368,571 at 4% or $245,714 at 6%; with 50% employer match about $245,714 at 4% or $163,809 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%. |
| 2006 | 1 | 39 | $8,187,534 | $526,957 | $13,512iApproximate average salary by contribution assumption: employee only about $337,793 at 4% or $225,195 at 6%; with 50% employer match about $225,195 at 4% or $150,130 at 6%; with 100% employer match about $168,896 at 4% or $112,598 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 39 | $8,187,534 | $526,957 | $13,512iApproximate average salary by contribution assumption: employee only about $337,793 at 4% or $225,195 at 6%; with 50% employer match about $225,195 at 4% or $150,130 at 6%; with 100% employer match about $168,896 at 4% or $112,598 at 6%. |
| 2005 | 1 | 42 | $6,925,377 | $475,937 | $11,332iApproximate average salary by contribution assumption: employee only about $283,296 at 4% or $188,864 at 6%; with 50% employer match about $188,864 at 4% or $125,909 at 6%; with 100% employer match about $141,648 at 4% or $94,432 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 42 | $6,925,377 | $475,937 | $11,332iApproximate average salary by contribution assumption: employee only about $283,296 at 4% or $188,864 at 6%; with 50% employer match about $188,864 at 4% or $125,909 at 6%; with 100% employer match about $141,648 at 4% or $94,432 at 6%. |
| 2004 | 1 | 36 | $6,136,404 | $448,421 | $12,456iApproximate average salary by contribution assumption: employee only about $311,403 at 4% or $207,602 at 6%; with 50% employer match about $207,602 at 4% or $138,402 at 6%; with 100% employer match about $155,702 at 4% or $103,801 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 36 | $6,136,404 | $448,421 | $12,456iApproximate average salary by contribution assumption: employee only about $311,403 at 4% or $207,602 at 6%; with 50% employer match about $207,602 at 4% or $138,402 at 6%; with 100% employer match about $155,702 at 4% or $103,801 at 6%. |
| 2003 | 1 | 32 | $5,261,254 | $406,776 | $12,712iApproximate average salary by contribution assumption: employee only about $317,794 at 4% or $211,863 at 6%; with 50% employer match about $211,863 at 4% or $141,242 at 6%; with 100% employer match about $158,897 at 4% or $105,931 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 32 | $5,261,254 | $406,776 | $12,712iApproximate average salary by contribution assumption: employee only about $317,794 at 4% or $211,863 at 6%; with 50% employer match about $211,863 at 4% or $141,242 at 6%; with 100% employer match about $158,897 at 4% or $105,931 at 6%. |
| 2002 | 1 | 33 | $3,912,732 | $383,811 | $11,631iApproximate average salary by contribution assumption: employee only about $290,766 at 4% or $193,844 at 6%; with 50% employer match about $193,844 at 4% or $129,229 at 6%; with 100% employer match about $145,383 at 4% or $96,922 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 33 | $3,912,732 | $383,811 | $11,631iApproximate average salary by contribution assumption: employee only about $290,766 at 4% or $193,844 at 6%; with 50% employer match about $193,844 at 4% or $129,229 at 6%; with 100% employer match about $145,383 at 4% or $96,922 at 6%. |
| 2001 | 1 | 31 | $4,142,982 | $293,369 | $9,464iApproximate average salary by contribution assumption: employee only about $236,588 at 4% or $157,725 at 6%; with 50% employer match about $157,725 at 4% or $105,150 at 6%; with 100% employer match about $118,294 at 4% or $78,863 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 31 | $4,142,982 | $293,369 | $9,464iApproximate average salary by contribution assumption: employee only about $236,588 at 4% or $157,725 at 6%; with 50% employer match about $157,725 at 4% or $105,150 at 6%; with 100% employer match about $118,294 at 4% or $78,863 at 6%. |
| 2000 | 1 | 31 | $4,310,137 | $313,542 | $10,114iApproximate average salary by contribution assumption: employee only about $252,856 at 4% or $168,571 at 6%; with 50% employer match about $168,571 at 4% or $112,381 at 6%; with 100% employer match about $126,428 at 4% or $84,285 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 31 | $4,310,137 | $313,542 | $10,114iApproximate average salary by contribution assumption: employee only about $252,856 at 4% or $168,571 at 6%; with 50% employer match about $168,571 at 4% or $112,381 at 6%; with 100% employer match about $126,428 at 4% or $84,285 at 6%. |
| 1999 | 1 | 29 | $4,314,725 | $303,707 | $10,473iApproximate average salary by contribution assumption: employee only about $261,816 at 4% or $174,544 at 6%; with 50% employer match about $174,544 at 4% or $116,363 at 6%; with 100% employer match about $130,908 at 4% or $87,272 at 6%. |
| Robbins, Kelly, Patterson & Tucker, L.P.A. 401K Profit Sharing Plan | - | 29 | $4,314,725 | $303,707 | $10,473iApproximate average salary by contribution assumption: employee only about $261,816 at 4% or $174,544 at 6%; with 50% employer match about $174,544 at 4% or $116,363 at 6%; with 100% employer match about $130,908 at 4% or $87,272 at 6%. |