Civic Intelligence

Jeffrey T. Roberts

Plan context: ROBERTS LAW FIRM,, APC RETIREMENT PLAN

EIN 33-0981331 • Newport Beach, CA • 17 filings • 3 plans

4440 Von Karman Ave Ste 350Newport Beach, CA 92660
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$1,408,251

2023 Contributions

$440,977

Historical Graphs

Total Assets Over Time

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

$1,408,251$704,126$0201320182023YearValue
$1,408,251Latest year 2023

Participants Over Time

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

950201320182023YearValue
9Latest year 2023

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
202329$1,408,251$440,977$48,997iApproximate average salary by contribution assumption: employee only about $1,224,936 at 4% or $816,624 at 6%; with 50% employer match about $816,624 at 4% or $544,416 at 6%; with 100% employer match about $612,468 at 4% or $408,312 at 6%.
ROBERTS LAW FIRM,, APC RETIREMENT PLAN-7$905,134$401,872$57,410iApproximate average salary by contribution assumption: employee only about $1,435,257 at 4% or $956,838 at 6%; with 50% employer match about $956,838 at 4% or $637,892 at 6%; with 100% employer match about $717,629 at 4% or $478,419 at 6%.
Roberts Law Firm Profit Sharing Plan-9$503,117$39,105$4,345iApproximate average salary by contribution assumption: employee only about $108,625 at 4% or $72,417 at 6%; with 50% employer match about $72,417 at 4% or $48,278 at 6%; with 100% employer match about $54,313 at 4% or $36,208 at 6%.
202226$960,835$77,293$12,882iApproximate average salary by contribution assumption: employee only about $322,054 at 4% or $214,703 at 6%; with 50% employer match about $214,703 at 4% or $143,135 at 6%; with 100% employer match about $161,027 at 4% or $107,351 at 6%.
ROBERTS LAW FIRM,, APC RETIREMENT PLAN-4$541,836$59,023$14,756iApproximate average salary by contribution assumption: employee only about $368,894 at 4% or $245,929 at 6%; with 50% employer match about $245,929 at 4% or $163,953 at 6%; with 100% employer match about $184,447 at 4% or $122,965 at 6%.
Roberts Law Firm Profit Sharing Plan-6$418,999$18,270$3,045iApproximate average salary by contribution assumption: employee only about $76,125 at 4% or $50,750 at 6%; with 50% employer match about $50,750 at 4% or $33,833 at 6%; with 100% employer match about $38,063 at 4% or $25,375 at 6%.
202126$942,855$102,001$17,000iApproximate average salary by contribution assumption: employee only about $425,004 at 4% or $283,336 at 6%; with 50% employer match about $283,336 at 4% or $188,891 at 6%; with 100% employer match about $212,502 at 4% or $141,668 at 6%.
ROBERTS LAW FIRM,, APC RETIREMENT PLAN-4$483,051$82,792$20,698iApproximate average salary by contribution assumption: employee only about $517,450 at 4% or $344,967 at 6%; with 50% employer match about $344,967 at 4% or $229,978 at 6%; with 100% employer match about $258,725 at 4% or $172,483 at 6%.
Roberts Law Firm Profit Sharing Plan-6$459,804$19,209$3,202iApproximate average salary by contribution assumption: employee only about $80,038 at 4% or $53,358 at 6%; with 50% employer match about $53,358 at 4% or $35,572 at 6%; with 100% employer match about $40,019 at 4% or $26,679 at 6%.
202025$814,872$120,085$24,017iApproximate average salary by contribution assumption: employee only about $600,425 at 4% or $400,283 at 6%; with 50% employer match about $400,283 at 4% or $266,856 at 6%; with 100% employer match about $300,213 at 4% or $200,142 at 6%.
ROBERTS LAW FIRM,, APC RETIREMENT PLAN-4$428,367$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Roberts Law Firm Profit Sharing Plan-5$386,505$20,085$4,017iApproximate average salary by contribution assumption: employee only about $100,425 at 4% or $66,950 at 6%; with 50% employer match about $66,950 at 4% or $44,633 at 6%; with 100% employer match about $50,213 at 4% or $33,475 at 6%.
201925$657,299$183,244$36,649iApproximate average salary by contribution assumption: employee only about $916,220 at 4% or $610,813 at 6%; with 50% employer match about $610,813 at 4% or $407,209 at 6%; with 100% employer match about $458,110 at 4% or $305,407 at 6%.
Roberts Law Firm Profit Sharing Plan-5$347,951$46,987$9,397iApproximate average salary by contribution assumption: employee only about $234,935 at 4% or $156,623 at 6%; with 50% employer match about $156,623 at 4% or $104,416 at 6%; with 100% employer match about $117,468 at 4% or $78,312 at 6%.
ROBERTS LAW FIRM,, APC RETIREMENT PLAN-4$309,348$136,257$34,064iApproximate average salary by contribution assumption: employee only about $851,606 at 4% or $567,738 at 6%; with 50% employer match about $567,738 at 4% or $378,492 at 6%; with 100% employer match about $425,803 at 4% or $283,869 at 6%.
201823$433,241$172,104$57,368iApproximate average salary by contribution assumption: employee only about $1,434,200 at 4% or $956,133 at 6%; with 50% employer match about $956,133 at 4% or $637,422 at 6%; with 100% employer match about $717,100 at 4% or $478,067 at 6%.
Roberts Law Firm Profit Sharing Plan-3$261,137$0-
ROBERTS LAW FIRM,, APC RETIREMENT PLAN-3$172,104$172,104$57,368iApproximate average salary by contribution assumption: employee only about $1,434,200 at 4% or $956,133 at 6%; with 50% employer match about $956,133 at 4% or $637,422 at 6%; with 100% employer match about $717,100 at 4% or $478,067 at 6%.
201713$281,124$58,239$19,413iApproximate average salary by contribution assumption: employee only about $485,325 at 4% or $323,550 at 6%; with 50% employer match about $323,550 at 4% or $215,700 at 6%; with 100% employer match about $242,663 at 4% or $161,775 at 6%.
Roberts Law Firm Profit Sharing Plan-3$281,124$58,239$19,413iApproximate average salary by contribution assumption: employee only about $485,325 at 4% or $323,550 at 6%; with 50% employer match about $323,550 at 4% or $215,700 at 6%; with 100% employer match about $242,663 at 4% or $161,775 at 6%.
201612$207,156$55,437$27,719iApproximate average salary by contribution assumption: employee only about $692,963 at 4% or $461,975 at 6%; with 50% employer match about $461,975 at 4% or $307,983 at 6%; with 100% employer match about $346,481 at 4% or $230,988 at 6%.
Roberts Law Firm Profit Sharing Plan-2$207,156$55,437$27,719iApproximate average salary by contribution assumption: employee only about $692,963 at 4% or $461,975 at 6%; with 50% employer match about $461,975 at 4% or $307,983 at 6%; with 100% employer match about $346,481 at 4% or $230,988 at 6%.
201512$143,477$55,410$27,705iApproximate average salary by contribution assumption: employee only about $692,625 at 4% or $461,750 at 6%; with 50% employer match about $461,750 at 4% or $307,833 at 6%; with 100% employer match about $346,313 at 4% or $230,875 at 6%.
Roberts Law Firm Profit Sharing Plan-2$143,477$55,410$27,705iApproximate average salary by contribution assumption: employee only about $692,625 at 4% or $461,750 at 6%; with 50% employer match about $461,750 at 4% or $307,833 at 6%; with 100% employer match about $346,313 at 4% or $230,875 at 6%.
201412$93,348$9,500$4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%.
Roberts Law Firm Profit Sharing Plan-2$93,348$9,500$4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%.
201311$80,437$0-
Roberts Law Firm Profit Sharing Plan-1$80,437$0-