Fink, Roberts & Petrie Inc.
Plan context: Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan
EIN 35-1013642 • Indianapolis, IN • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$17,663,619
2024 Contributions
$570,984
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 | 41 | $17,663,619 | $570,984 | $13,926iApproximate average salary by contribution assumption: employee only about $348,161 at 4% or $232,107 at 6%; with 50% employer match about $232,107 at 4% or $154,738 at 6%; with 100% employer match about $174,080 at 4% or $116,054 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 41 | $17,663,619 | $570,984 | $13,926iApproximate average salary by contribution assumption: employee only about $348,161 at 4% or $232,107 at 6%; with 50% employer match about $232,107 at 4% or $154,738 at 6%; with 100% employer match about $174,080 at 4% or $116,054 at 6%. |
| 2023 | 1 | 37 | $15,753,820 | $531,263 | $14,358iApproximate average salary by contribution assumption: employee only about $358,961 at 4% or $239,308 at 6%; with 50% employer match about $239,308 at 4% or $159,538 at 6%; with 100% employer match about $179,481 at 4% or $119,654 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 37 | $15,753,820 | $531,263 | $14,358iApproximate average salary by contribution assumption: employee only about $358,961 at 4% or $239,308 at 6%; with 50% employer match about $239,308 at 4% or $159,538 at 6%; with 100% employer match about $179,481 at 4% or $119,654 at 6%. |
| 2022 | 1 | 37 | $14,312,060 | $369,233 | $9,979iApproximate average salary by contribution assumption: employee only about $249,482 at 4% or $166,321 at 6%; with 50% employer match about $166,321 at 4% or $110,881 at 6%; with 100% employer match about $124,741 at 4% or $83,161 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 37 | $14,312,060 | $369,233 | $9,979iApproximate average salary by contribution assumption: employee only about $249,482 at 4% or $166,321 at 6%; with 50% employer match about $166,321 at 4% or $110,881 at 6%; with 100% employer match about $124,741 at 4% or $83,161 at 6%. |
| 2021 | 1 | 38 | $17,265,509 | $441,877 | $11,628iApproximate average salary by contribution assumption: employee only about $290,709 at 4% or $193,806 at 6%; with 50% employer match about $193,806 at 4% or $129,204 at 6%; with 100% employer match about $145,354 at 4% or $96,903 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 38 | $17,265,509 | $441,877 | $11,628iApproximate average salary by contribution assumption: employee only about $290,709 at 4% or $193,806 at 6%; with 50% employer match about $193,806 at 4% or $129,204 at 6%; with 100% employer match about $145,354 at 4% or $96,903 at 6%. |
| 2020 | 1 | 37 | $16,735,449 | $494,977 | $13,378iApproximate average salary by contribution assumption: employee only about $334,444 at 4% or $222,963 at 6%; with 50% employer match about $222,963 at 4% or $148,642 at 6%; with 100% employer match about $167,222 at 4% or $111,481 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 37 | $16,735,449 | $494,977 | $13,378iApproximate average salary by contribution assumption: employee only about $334,444 at 4% or $222,963 at 6%; with 50% employer match about $222,963 at 4% or $148,642 at 6%; with 100% employer match about $167,222 at 4% or $111,481 at 6%. |
| 2019 | 1 | 41 | $15,463,050 | $678,626 | $16,552iApproximate average salary by contribution assumption: employee only about $413,796 at 4% or $275,864 at 6%; with 50% employer match about $275,864 at 4% or $183,909 at 6%; with 100% employer match about $206,898 at 4% or $137,932 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 41 | $15,463,050 | $678,626 | $16,552iApproximate average salary by contribution assumption: employee only about $413,796 at 4% or $275,864 at 6%; with 50% employer match about $275,864 at 4% or $183,909 at 6%; with 100% employer match about $206,898 at 4% or $137,932 at 6%. |
| 2018 | 1 | 41 | $12,869,389 | $351,819 | $8,581iApproximate average salary by contribution assumption: employee only about $214,524 at 4% or $143,016 at 6%; with 50% employer match about $143,016 at 4% or $95,344 at 6%; with 100% employer match about $107,262 at 4% or $71,508 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 41 | $12,869,389 | $351,819 | $8,581iApproximate average salary by contribution assumption: employee only about $214,524 at 4% or $143,016 at 6%; with 50% employer match about $143,016 at 4% or $95,344 at 6%; with 100% employer match about $107,262 at 4% or $71,508 at 6%. |
| 2017 | 1 | 43 | $13,221,453 | $372,331 | $8,659iApproximate average salary by contribution assumption: employee only about $216,472 at 4% or $144,314 at 6%; with 50% employer match about $144,314 at 4% or $96,210 at 6%; with 100% employer match about $108,236 at 4% or $72,157 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 43 | $13,221,453 | $372,331 | $8,659iApproximate average salary by contribution assumption: employee only about $216,472 at 4% or $144,314 at 6%; with 50% employer match about $144,314 at 4% or $96,210 at 6%; with 100% employer match about $108,236 at 4% or $72,157 at 6%. |
| 2016 | 1 | 43 | $12,418,443 | $457,841 | $10,647iApproximate average salary by contribution assumption: employee only about $266,187 at 4% or $177,458 at 6%; with 50% employer match about $177,458 at 4% or $118,305 at 6%; with 100% employer match about $133,093 at 4% or $88,729 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 43 | $12,418,443 | $457,841 | $10,647iApproximate average salary by contribution assumption: employee only about $266,187 at 4% or $177,458 at 6%; with 50% employer match about $177,458 at 4% or $118,305 at 6%; with 100% employer match about $133,093 at 4% or $88,729 at 6%. |
| 2015 | 1 | 41 | $12,497,851 | $493,802 | $12,044iApproximate average salary by contribution assumption: employee only about $301,099 at 4% or $200,733 at 6%; with 50% employer match about $200,733 at 4% or $133,822 at 6%; with 100% employer match about $150,549 at 4% or $100,366 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 41 | $12,497,851 | $493,802 | $12,044iApproximate average salary by contribution assumption: employee only about $301,099 at 4% or $200,733 at 6%; with 50% employer match about $200,733 at 4% or $133,822 at 6%; with 100% employer match about $150,549 at 4% or $100,366 at 6%. |
| 2014 | 1 | 39 | $11,418,667 | $380,760 | $9,763iApproximate average salary by contribution assumption: employee only about $244,077 at 4% or $162,718 at 6%; with 50% employer match about $162,718 at 4% or $108,479 at 6%; with 100% employer match about $122,038 at 4% or $81,359 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 39 | $11,418,667 | $380,760 | $9,763iApproximate average salary by contribution assumption: employee only about $244,077 at 4% or $162,718 at 6%; with 50% employer match about $162,718 at 4% or $108,479 at 6%; with 100% employer match about $122,038 at 4% or $81,359 at 6%. |
| 2013 | 1 | 39 | $11,560,743 | $248,982 | $6,384iApproximate average salary by contribution assumption: employee only about $159,604 at 4% or $106,403 at 6%; with 50% employer match about $106,403 at 4% or $70,935 at 6%; with 100% employer match about $79,802 at 4% or $53,201 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 39 | $11,560,743 | $248,982 | $6,384iApproximate average salary by contribution assumption: employee only about $159,604 at 4% or $106,403 at 6%; with 50% employer match about $106,403 at 4% or $70,935 at 6%; with 100% employer match about $79,802 at 4% or $53,201 at 6%. |
| 2012 | 1 | 38 | $10,417,609 | $322,454 | $8,486iApproximate average salary by contribution assumption: employee only about $212,141 at 4% or $141,427 at 6%; with 50% employer match about $141,427 at 4% or $94,285 at 6%; with 100% employer match about $106,070 at 4% or $70,714 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 38 | $10,417,609 | $322,454 | $8,486iApproximate average salary by contribution assumption: employee only about $212,141 at 4% or $141,427 at 6%; with 50% employer match about $141,427 at 4% or $94,285 at 6%; with 100% employer match about $106,070 at 4% or $70,714 at 6%. |
| 2011 | 1 | 40 | $9,833,839 | $276,976 | $6,924iApproximate average salary by contribution assumption: employee only about $173,110 at 4% or $115,407 at 6%; with 50% employer match about $115,407 at 4% or $76,938 at 6%; with 100% employer match about $86,555 at 4% or $57,703 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 40 | $9,833,839 | $276,976 | $6,924iApproximate average salary by contribution assumption: employee only about $173,110 at 4% or $115,407 at 6%; with 50% employer match about $115,407 at 4% or $76,938 at 6%; with 100% employer match about $86,555 at 4% or $57,703 at 6%. |
| 2010 | 1 | 43 | $8,699,540 | $201,930 | $4,696iApproximate average salary by contribution assumption: employee only about $117,401 at 4% or $78,267 at 6%; with 50% employer match about $78,267 at 4% or $52,178 at 6%; with 100% employer match about $58,701 at 4% or $39,134 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 43 | $8,699,540 | $201,930 | $4,696iApproximate average salary by contribution assumption: employee only about $117,401 at 4% or $78,267 at 6%; with 50% employer match about $78,267 at 4% or $52,178 at 6%; with 100% employer match about $58,701 at 4% or $39,134 at 6%. |
| 2009 | 1 | 33 | $8,687,385 | $311,791 | $9,448iApproximate average salary by contribution assumption: employee only about $236,205 at 4% or $157,470 at 6%; with 50% employer match about $157,470 at 4% or $104,980 at 6%; with 100% employer match about $118,103 at 4% or $78,735 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 33 | $8,687,385 | $311,791 | $9,448iApproximate average salary by contribution assumption: employee only about $236,205 at 4% or $157,470 at 6%; with 50% employer match about $157,470 at 4% or $104,980 at 6%; with 100% employer match about $118,103 at 4% or $78,735 at 6%. |
| 2008 | 1 | 41 | $0 | $0 | - |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 41 | - | - | - |
| 2007 | 1 | 39 | $0 | $0 | - |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 39 | - | - | - |
| 2006 | 1 | 38 | $9,203,629 | $591,755 | $15,573iApproximate average salary by contribution assumption: employee only about $389,313 at 4% or $259,542 at 6%; with 50% employer match about $259,542 at 4% or $173,028 at 6%; with 100% employer match about $194,656 at 4% or $129,771 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 38 | $9,203,629 | $591,755 | $15,573iApproximate average salary by contribution assumption: employee only about $389,313 at 4% or $259,542 at 6%; with 50% employer match about $259,542 at 4% or $173,028 at 6%; with 100% employer match about $194,656 at 4% or $129,771 at 6%. |
| 2005 | 1 | 41 | $8,095,706 | $924,648 | $22,552iApproximate average salary by contribution assumption: employee only about $563,810 at 4% or $375,873 at 6%; with 50% employer match about $375,873 at 4% or $250,582 at 6%; with 100% employer match about $281,905 at 4% or $187,937 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 41 | $8,095,706 | $924,648 | $22,552iApproximate average salary by contribution assumption: employee only about $563,810 at 4% or $375,873 at 6%; with 50% employer match about $375,873 at 4% or $250,582 at 6%; with 100% employer match about $281,905 at 4% or $187,937 at 6%. |
| 2004 | 1 | 39 | $7,769,901 | $893,843 | $22,919iApproximate average salary by contribution assumption: employee only about $572,976 at 4% or $381,984 at 6%; with 50% employer match about $381,984 at 4% or $254,656 at 6%; with 100% employer match about $286,488 at 4% or $190,992 at 6%. |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 39 | $7,769,901 | $893,843 | $22,919iApproximate average salary by contribution assumption: employee only about $572,976 at 4% or $381,984 at 6%; with 50% employer match about $381,984 at 4% or $254,656 at 6%; with 100% employer match about $286,488 at 4% or $190,992 at 6%. |
| 2003 | 1 | 37 | $0 | $0 | - |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 37 | - | - | - |
| 2002 | 1 | 35 | $0 | $0 | - |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 35 | - | - | - |
| 2001 | 1 | 46 | $0 | $0 | - |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 46 | - | - | - |
| 2000 | 1 | 43 | $0 | $0 | - |
| Fink, Roberts & Petrie Inc. Retirement and 401(K) Plan | - | 43 | - | - | - |