Civic Intelligence

NANCY A. ROBERSON CO., LPA

Plan context: NANCY A. ROBERSON CO., LPA 401(K) PSP

EIN 31-1524476 • Kettering, OH • 2 filings • 1 plans

1225 E. David RoadKettering, OH 45429
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,358,572

2025 Contributions

$236,183

Historical Graphs

Total Assets Over Time

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

$1,358,572$679,286$020242025YearValue
$1,358,572Latest year 2025

Participants Over Time

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

116020242025YearValue
11Latest year 2025

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
2025111$1,358,572$236,183$21,471iApproximate average salary by contribution assumption: employee only about $536,780 at 4% or $357,853 at 6%; with 50% employer match about $357,853 at 4% or $238,569 at 6%; with 100% employer match about $268,390 at 4% or $178,927 at 6%.
NANCY A. ROBERSON CO., LPA 401(K) PSP-11$1,358,572$236,183$21,471iApproximate average salary by contribution assumption: employee only about $536,780 at 4% or $357,853 at 6%; with 50% employer match about $357,853 at 4% or $238,569 at 6%; with 100% employer match about $268,390 at 4% or $178,927 at 6%.
202419$1,012,101$80,177$8,909iApproximate average salary by contribution assumption: employee only about $222,714 at 4% or $148,476 at 6%; with 50% employer match about $148,476 at 4% or $98,984 at 6%; with 100% employer match about $111,357 at 4% or $74,238 at 6%.
NANCY A. ROBERSON CO., LPA 401(K) PSP-9$1,012,101$80,177$8,909iApproximate average salary by contribution assumption: employee only about $222,714 at 4% or $148,476 at 6%; with 50% employer match about $148,476 at 4% or $98,984 at 6%; with 100% employer match about $111,357 at 4% or $74,238 at 6%.