Robin Robertson Financial Inc.
Plan context: Robin Robertson Financial Inc. 401(K) Profit Sharing Plan
EIN 33-0214595 • 13 filings • 6 plans
Current Snapshot
Latest Year
2009
2009 Participants
3
2009 Assets
$395,352
2009 Contributions
$6,362
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $6,362 | - |
| Robin Robertson Financial Inc. 401(K) Profit Sharing Plan | - | 0 | - | $6,362 | - |
| 2008 | 2 | 3 | $395,352 | $34,198 | $11,399iApproximate average salary by contribution assumption: employee only about $284,983 at 4% or $189,989 at 6%; with 50% employer match about $189,989 at 4% or $126,659 at 6%; with 100% employer match about $142,492 at 4% or $94,994 at 6%. |
| ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | $377,633 | $8,387 | $8,387iApproximate average salary by contribution assumption: employee only about $209,675 at 4% or $139,783 at 6%; with 50% employer match about $139,783 at 4% or $93,189 at 6%; with 100% employer match about $104,838 at 4% or $69,892 at 6%. |
| Robin Robertson Financial Inc. 401(K) Profit Sharing Plan | - | 3 | $17,719 | $25,811 | $8,604iApproximate average salary by contribution assumption: employee only about $215,092 at 4% or $143,394 at 6%; with 50% employer match about $143,394 at 4% or $95,596 at 6%; with 100% employer match about $107,546 at 4% or $71,697 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| 2006 | 1 | 2 | $525,487 | $95,089 | $47,545iApproximate average salary by contribution assumption: employee only about $1,188,613 at 4% or $792,408 at 6%; with 50% employer match about $792,408 at 4% or $528,272 at 6%; with 100% employer match about $594,306 at 4% or $396,204 at 6%. |
| ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $525,487 | $95,089 | $47,545iApproximate average salary by contribution assumption: employee only about $1,188,613 at 4% or $792,408 at 6%; with 50% employer match about $792,408 at 4% or $528,272 at 6%; with 100% employer match about $594,306 at 4% or $396,204 at 6%. |
| 2005 | 1 | 2 | $380,158 | $100,258 | $50,129iApproximate average salary by contribution assumption: employee only about $1,253,225 at 4% or $835,483 at 6%; with 50% employer match about $835,483 at 4% or $556,989 at 6%; with 100% employer match about $626,613 at 4% or $417,742 at 6%. |
| ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $380,158 | $100,258 | $50,129iApproximate average salary by contribution assumption: employee only about $1,253,225 at 4% or $835,483 at 6%; with 50% employer match about $835,483 at 4% or $556,989 at 6%; with 100% employer match about $626,613 at 4% or $417,742 at 6%. |
| 2004 | 2 | 2 | $267,694 | $100,100 | $50,050iApproximate average salary by contribution assumption: employee only about $1,251,250 at 4% or $834,167 at 6%; with 50% employer match about $834,167 at 4% or $556,111 at 6%; with 100% employer match about $625,625 at 4% or $417,083 at 6%. |
| ROBIN J. ROBERTSON DEFINED BENEFIT PENSION PLAN | - | 2 | $267,694 | $100,100 | $50,050iApproximate average salary by contribution assumption: employee only about $1,251,250 at 4% or $834,167 at 6%; with 50% employer match about $834,167 at 4% or $556,111 at 6%; with 100% employer match about $625,625 at 4% or $417,083 at 6%. |
| ROBIN J. ROBERTSON PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2003 | 2 | 2 | $233,104 | $140,784 | $70,392iApproximate average salary by contribution assumption: employee only about $1,759,800 at 4% or $1,173,200 at 6%; with 50% employer match about $1,173,200 at 4% or $782,133 at 6%; with 100% employer match about $879,900 at 4% or $586,600 at 6%. |
| ROBIN J. ROBERTSON DEFINED BENEFIT PENSION PLAN | - | 2 | $140,784 | $140,784 | $70,392iApproximate average salary by contribution assumption: employee only about $1,759,800 at 4% or $1,173,200 at 6%; with 50% employer match about $1,173,200 at 4% or $782,133 at 6%; with 100% employer match about $879,900 at 4% or $586,600 at 6%. |
| ROBIN J. ROBERTSON PROFIT SHARING PLAN | - | 2 | $92,320 | - | - |
| 2002 | 1 | 2 | $76,833 | $33,747 | $16,874iApproximate average salary by contribution assumption: employee only about $421,838 at 4% or $281,225 at 6%; with 50% employer match about $281,225 at 4% or $187,483 at 6%; with 100% employer match about $210,919 at 4% or $140,613 at 6%. |
| ROBIN J. ROBERTSON PROFIT SHARING PLAN | - | 2 | $76,833 | $33,747 | $16,874iApproximate average salary by contribution assumption: employee only about $421,838 at 4% or $281,225 at 6%; with 50% employer match about $281,225 at 4% or $187,483 at 6%; with 100% employer match about $210,919 at 4% or $140,613 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| ROBIN J. ROBERTSON MONEY PURCHASE PENSION PLAN | - | 2 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| ROBIN J. ROBERTSON MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |