Robinson, Calcagnie & Robinson
Plan context: Robinson, Calcagnie & Robinson 401K Plan
EIN 33-0191323 • Newport Beach, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$17,570,949
2024 Contributions
$867,477
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 | 49 | $17,570,949 | $867,477 | $17,704iApproximate average salary by contribution assumption: employee only about $442,590 at 4% or $295,060 at 6%; with 50% employer match about $295,060 at 4% or $196,707 at 6%; with 100% employer match about $221,295 at 4% or $147,530 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 49 | $17,570,949 | $867,477 | $17,704iApproximate average salary by contribution assumption: employee only about $442,590 at 4% or $295,060 at 6%; with 50% employer match about $295,060 at 4% or $196,707 at 6%; with 100% employer match about $221,295 at 4% or $147,530 at 6%. |
| 2023 | 1 | 50 | $14,782,453 | $893,466 | $17,869iApproximate average salary by contribution assumption: employee only about $446,733 at 4% or $297,822 at 6%; with 50% employer match about $297,822 at 4% or $198,548 at 6%; with 100% employer match about $223,367 at 4% or $148,911 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 50 | $14,782,453 | $893,466 | $17,869iApproximate average salary by contribution assumption: employee only about $446,733 at 4% or $297,822 at 6%; with 50% employer match about $297,822 at 4% or $198,548 at 6%; with 100% employer match about $223,367 at 4% or $148,911 at 6%. |
| 2022 | 1 | 51 | $13,015,783 | $652,224 | $12,789iApproximate average salary by contribution assumption: employee only about $319,718 at 4% or $213,145 at 6%; with 50% employer match about $213,145 at 4% or $142,097 at 6%; with 100% employer match about $159,859 at 4% or $106,573 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 51 | $13,015,783 | $652,224 | $12,789iApproximate average salary by contribution assumption: employee only about $319,718 at 4% or $213,145 at 6%; with 50% employer match about $213,145 at 4% or $142,097 at 6%; with 100% employer match about $159,859 at 4% or $106,573 at 6%. |
| 2021 | 1 | 42 | $15,054,910 | $624,003 | $14,857iApproximate average salary by contribution assumption: employee only about $371,430 at 4% or $247,620 at 6%; with 50% employer match about $247,620 at 4% or $165,080 at 6%; with 100% employer match about $185,715 at 4% or $123,810 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 42 | $15,054,910 | $624,003 | $14,857iApproximate average salary by contribution assumption: employee only about $371,430 at 4% or $247,620 at 6%; with 50% employer match about $247,620 at 4% or $165,080 at 6%; with 100% employer match about $185,715 at 4% or $123,810 at 6%. |
| 2020 | 1 | 51 | $13,146,456 | $559,099 | $10,963iApproximate average salary by contribution assumption: employee only about $274,068 at 4% or $182,712 at 6%; with 50% employer match about $182,712 at 4% or $121,808 at 6%; with 100% employer match about $137,034 at 4% or $91,356 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 51 | $13,146,456 | $559,099 | $10,963iApproximate average salary by contribution assumption: employee only about $274,068 at 4% or $182,712 at 6%; with 50% employer match about $182,712 at 4% or $121,808 at 6%; with 100% employer match about $137,034 at 4% or $91,356 at 6%. |
| 2019 | 1 | 54 | $11,783,841 | $731,955 | $13,555iApproximate average salary by contribution assumption: employee only about $338,868 at 4% or $225,912 at 6%; with 50% employer match about $225,912 at 4% or $150,608 at 6%; with 100% employer match about $169,434 at 4% or $112,956 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 54 | $11,783,841 | $731,955 | $13,555iApproximate average salary by contribution assumption: employee only about $338,868 at 4% or $225,912 at 6%; with 50% employer match about $225,912 at 4% or $150,608 at 6%; with 100% employer match about $169,434 at 4% or $112,956 at 6%. |
| 2018 | 1 | 55 | $9,370,005 | $817,246 | $14,859iApproximate average salary by contribution assumption: employee only about $371,475 at 4% or $247,650 at 6%; with 50% employer match about $247,650 at 4% or $165,100 at 6%; with 100% employer match about $185,738 at 4% or $123,825 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 55 | $9,370,005 | $817,246 | $14,859iApproximate average salary by contribution assumption: employee only about $371,475 at 4% or $247,650 at 6%; with 50% employer match about $247,650 at 4% or $165,100 at 6%; with 100% employer match about $185,738 at 4% or $123,825 at 6%. |
| 2017 | 1 | 56 | $9,492,834 | $774,315 | $13,827iApproximate average salary by contribution assumption: employee only about $345,676 at 4% or $230,451 at 6%; with 50% employer match about $230,451 at 4% or $153,634 at 6%; with 100% employer match about $172,838 at 4% or $115,225 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 56 | $9,492,834 | $774,315 | $13,827iApproximate average salary by contribution assumption: employee only about $345,676 at 4% or $230,451 at 6%; with 50% employer match about $230,451 at 4% or $153,634 at 6%; with 100% employer match about $172,838 at 4% or $115,225 at 6%. |
| 2016 | 1 | 53 | $7,977,815 | $784,252 | $14,797iApproximate average salary by contribution assumption: employee only about $369,930 at 4% or $246,620 at 6%; with 50% employer match about $246,620 at 4% or $164,413 at 6%; with 100% employer match about $184,965 at 4% or $123,310 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 53 | $7,977,815 | $784,252 | $14,797iApproximate average salary by contribution assumption: employee only about $369,930 at 4% or $246,620 at 6%; with 50% employer match about $246,620 at 4% or $164,413 at 6%; with 100% employer match about $184,965 at 4% or $123,310 at 6%. |
| 2015 | 1 | 62 | $7,265,860 | $857,772 | $13,835iApproximate average salary by contribution assumption: employee only about $345,876 at 4% or $230,584 at 6%; with 50% employer match about $230,584 at 4% or $153,723 at 6%; with 100% employer match about $172,938 at 4% or $115,292 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 62 | $7,265,860 | $857,772 | $13,835iApproximate average salary by contribution assumption: employee only about $345,876 at 4% or $230,584 at 6%; with 50% employer match about $230,584 at 4% or $153,723 at 6%; with 100% employer match about $172,938 at 4% or $115,292 at 6%. |
| 2014 | 1 | 55 | $7,082,124 | $825,783 | $15,014iApproximate average salary by contribution assumption: employee only about $375,356 at 4% or $250,237 at 6%; with 50% employer match about $250,237 at 4% or $166,825 at 6%; with 100% employer match about $187,678 at 4% or $125,119 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 55 | $7,082,124 | $825,783 | $15,014iApproximate average salary by contribution assumption: employee only about $375,356 at 4% or $250,237 at 6%; with 50% employer match about $250,237 at 4% or $166,825 at 6%; with 100% employer match about $187,678 at 4% or $125,119 at 6%. |
| 2013 | 1 | 56 | $6,095,376 | $704,416 | $12,579iApproximate average salary by contribution assumption: employee only about $314,471 at 4% or $209,648 at 6%; with 50% employer match about $209,648 at 4% or $139,765 at 6%; with 100% employer match about $157,236 at 4% or $104,824 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 56 | $6,095,376 | $704,416 | $12,579iApproximate average salary by contribution assumption: employee only about $314,471 at 4% or $209,648 at 6%; with 50% employer match about $209,648 at 4% or $139,765 at 6%; with 100% employer match about $157,236 at 4% or $104,824 at 6%. |
| 2012 | 1 | 56 | $4,787,589 | $700,353 | $12,506iApproximate average salary by contribution assumption: employee only about $312,658 at 4% or $208,438 at 6%; with 50% employer match about $208,438 at 4% or $138,959 at 6%; with 100% employer match about $156,329 at 4% or $104,219 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 56 | $4,787,589 | $700,353 | $12,506iApproximate average salary by contribution assumption: employee only about $312,658 at 4% or $208,438 at 6%; with 50% employer match about $208,438 at 4% or $138,959 at 6%; with 100% employer match about $156,329 at 4% or $104,219 at 6%. |
| 2011 | 1 | 53 | $4,003,077 | $676,646 | $12,767iApproximate average salary by contribution assumption: employee only about $319,173 at 4% or $212,782 at 6%; with 50% employer match about $212,782 at 4% or $141,855 at 6%; with 100% employer match about $159,586 at 4% or $106,391 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 53 | $4,003,077 | $676,646 | $12,767iApproximate average salary by contribution assumption: employee only about $319,173 at 4% or $212,782 at 6%; with 50% employer match about $212,782 at 4% or $141,855 at 6%; with 100% employer match about $159,586 at 4% or $106,391 at 6%. |
| 2010 | 1 | 40 | $3,422,317 | $582,683 | $14,567iApproximate average salary by contribution assumption: employee only about $364,177 at 4% or $242,785 at 6%; with 50% employer match about $242,785 at 4% or $161,856 at 6%; with 100% employer match about $182,088 at 4% or $121,392 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 40 | $3,422,317 | $582,683 | $14,567iApproximate average salary by contribution assumption: employee only about $364,177 at 4% or $242,785 at 6%; with 50% employer match about $242,785 at 4% or $161,856 at 6%; with 100% employer match about $182,088 at 4% or $121,392 at 6%. |
| 2009 | 1 | 35 | $2,613,310 | $447,352 | $12,781iApproximate average salary by contribution assumption: employee only about $319,537 at 4% or $213,025 at 6%; with 50% employer match about $213,025 at 4% or $142,017 at 6%; with 100% employer match about $159,769 at 4% or $106,512 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 35 | $2,613,310 | $447,352 | $12,781iApproximate average salary by contribution assumption: employee only about $319,537 at 4% or $213,025 at 6%; with 50% employer match about $213,025 at 4% or $142,017 at 6%; with 100% employer match about $159,769 at 4% or $106,512 at 6%. |
| 2008 | 1 | 43 | $1,677,112 | $395,710 | $9,203iApproximate average salary by contribution assumption: employee only about $230,064 at 4% or $153,376 at 6%; with 50% employer match about $153,376 at 4% or $102,251 at 6%; with 100% employer match about $115,032 at 4% or $76,688 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 43 | $1,677,112 | $395,710 | $9,203iApproximate average salary by contribution assumption: employee only about $230,064 at 4% or $153,376 at 6%; with 50% employer match about $153,376 at 4% or $102,251 at 6%; with 100% employer match about $115,032 at 4% or $76,688 at 6%. |
| 2007 | 1 | 33 | $1,979,760 | $233,563 | $7,078iApproximate average salary by contribution assumption: employee only about $176,942 at 4% or $117,961 at 6%; with 50% employer match about $117,961 at 4% or $78,641 at 6%; with 100% employer match about $88,471 at 4% or $58,981 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 33 | $1,979,760 | $233,563 | $7,078iApproximate average salary by contribution assumption: employee only about $176,942 at 4% or $117,961 at 6%; with 50% employer match about $117,961 at 4% or $78,641 at 6%; with 100% employer match about $88,471 at 4% or $58,981 at 6%. |
| 2006 | 1 | 37 | $1,879,002 | $235,271 | $6,359iApproximate average salary by contribution assumption: employee only about $158,967 at 4% or $105,978 at 6%; with 50% employer match about $105,978 at 4% or $70,652 at 6%; with 100% employer match about $79,483 at 4% or $52,989 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 37 | $1,879,002 | $235,271 | $6,359iApproximate average salary by contribution assumption: employee only about $158,967 at 4% or $105,978 at 6%; with 50% employer match about $105,978 at 4% or $70,652 at 6%; with 100% employer match about $79,483 at 4% or $52,989 at 6%. |
| 2005 | 1 | 34 | $1,447,741 | $230,713 | $6,786iApproximate average salary by contribution assumption: employee only about $169,642 at 4% or $113,095 at 6%; with 50% employer match about $113,095 at 4% or $75,396 at 6%; with 100% employer match about $84,821 at 4% or $56,547 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 34 | $1,447,741 | $230,713 | $6,786iApproximate average salary by contribution assumption: employee only about $169,642 at 4% or $113,095 at 6%; with 50% employer match about $113,095 at 4% or $75,396 at 6%; with 100% employer match about $84,821 at 4% or $56,547 at 6%. |
| 2004 | 1 | 41 | $1,146,679 | $199,047 | $4,855iApproximate average salary by contribution assumption: employee only about $121,370 at 4% or $80,913 at 6%; with 50% employer match about $80,913 at 4% or $53,942 at 6%; with 100% employer match about $60,685 at 4% or $40,457 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 41 | $1,146,679 | $199,047 | $4,855iApproximate average salary by contribution assumption: employee only about $121,370 at 4% or $80,913 at 6%; with 50% employer match about $80,913 at 4% or $53,942 at 6%; with 100% employer match about $60,685 at 4% or $40,457 at 6%. |
| 2003 | 1 | 35 | $949,970 | $165,508 | $4,729iApproximate average salary by contribution assumption: employee only about $118,220 at 4% or $78,813 at 6%; with 50% employer match about $78,813 at 4% or $52,542 at 6%; with 100% employer match about $59,110 at 4% or $39,407 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 35 | $949,970 | $165,508 | $4,729iApproximate average salary by contribution assumption: employee only about $118,220 at 4% or $78,813 at 6%; with 50% employer match about $78,813 at 4% or $52,542 at 6%; with 100% employer match about $59,110 at 4% or $39,407 at 6%. |
| 2002 | 1 | 37 | $625,836 | $114,225 | $3,087iApproximate average salary by contribution assumption: employee only about $77,179 at 4% or $51,453 at 6%; with 50% employer match about $51,453 at 4% or $34,302 at 6%; with 100% employer match about $38,590 at 4% or $25,726 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 37 | $625,836 | $114,225 | $3,087iApproximate average salary by contribution assumption: employee only about $77,179 at 4% or $51,453 at 6%; with 50% employer match about $51,453 at 4% or $34,302 at 6%; with 100% employer match about $38,590 at 4% or $25,726 at 6%. |
| 2001 | 1 | 31 | $0 | $0 | - |
| Robinson, Calcagnie & Robinson 401K Plan | - | 31 | - | - | - |
| 2000 | 1 | 30 | $568,259 | $123,426 | $4,114iApproximate average salary by contribution assumption: employee only about $102,855 at 4% or $68,570 at 6%; with 50% employer match about $68,570 at 4% or $45,713 at 6%; with 100% employer match about $51,428 at 4% or $34,285 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 30 | $568,259 | $123,426 | $4,114iApproximate average salary by contribution assumption: employee only about $102,855 at 4% or $68,570 at 6%; with 50% employer match about $68,570 at 4% or $45,713 at 6%; with 100% employer match about $51,428 at 4% or $34,285 at 6%. |
| 1999 | 1 | 30 | $581,645 | $95,580 | $3,186iApproximate average salary by contribution assumption: employee only about $79,650 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%. |
| Robinson, Calcagnie & Robinson 401K Plan | - | 30 | $581,645 | $95,580 | $3,186iApproximate average salary by contribution assumption: employee only about $79,650 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%. |