Civic Intelligence

Robertson Lowstuter Inc.

Plan context: Robertson Lowstuter Inc. 401K Plan and Trust

EIN 36-3491900 • Lake Forest, IL • 26 filings • 1 plans

100 South Saunders RoadSuite 150Lake Forest, IL 60045
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,273,209

2024 Contributions

$239,807

Historical Graphs

Total Assets Over Time

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

$3,273,209$1,636,605$0199920122023YearValue
$3,273,209Latest year 2023

Participants Over Time

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

1790199920112023YearValue
10Latest 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
202410$0$0-
Robertson Lowstuter Inc. 401K Plan and Trust-0$0$0-
2023110$3,273,209$239,807$23,981iApproximate average salary by contribution assumption: employee only about $599,518 at 4% or $399,678 at 6%; with 50% employer match about $399,678 at 4% or $266,452 at 6%; with 100% employer match about $299,759 at 4% or $199,839 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-10$3,273,209$239,807$23,981iApproximate average salary by contribution assumption: employee only about $599,518 at 4% or $399,678 at 6%; with 50% employer match about $399,678 at 4% or $266,452 at 6%; with 100% employer match about $299,759 at 4% or $199,839 at 6%.
2022111$2,713,905$256,718$23,338iApproximate average salary by contribution assumption: employee only about $583,450 at 4% or $388,967 at 6%; with 50% employer match about $388,967 at 4% or $259,311 at 6%; with 100% employer match about $291,725 at 4% or $194,483 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-11$2,713,905$256,718$23,338iApproximate average salary by contribution assumption: employee only about $583,450 at 4% or $388,967 at 6%; with 50% employer match about $388,967 at 4% or $259,311 at 6%; with 100% employer match about $291,725 at 4% or $194,483 at 6%.
2021110$3,234,084$218,171$21,817iApproximate average salary by contribution assumption: employee only about $545,428 at 4% or $363,618 at 6%; with 50% employer match about $363,618 at 4% or $242,412 at 6%; with 100% employer match about $272,714 at 4% or $181,809 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-10$3,234,084$218,171$21,817iApproximate average salary by contribution assumption: employee only about $545,428 at 4% or $363,618 at 6%; with 50% employer match about $363,618 at 4% or $242,412 at 6%; with 100% employer match about $272,714 at 4% or $181,809 at 6%.
202019$2,738,747$186,177$20,686iApproximate average salary by contribution assumption: employee only about $517,158 at 4% or $344,772 at 6%; with 50% employer match about $344,772 at 4% or $229,848 at 6%; with 100% employer match about $258,579 at 4% or $172,386 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-9$2,738,747$186,177$20,686iApproximate average salary by contribution assumption: employee only about $517,158 at 4% or $344,772 at 6%; with 50% employer match about $344,772 at 4% or $229,848 at 6%; with 100% employer match about $258,579 at 4% or $172,386 at 6%.
2019110$2,298,005$146,319$14,632iApproximate average salary by contribution assumption: employee only about $365,798 at 4% or $243,865 at 6%; with 50% employer match about $243,865 at 4% or $162,577 at 6%; with 100% employer match about $182,899 at 4% or $121,933 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-10$2,298,005$146,319$14,632iApproximate average salary by contribution assumption: employee only about $365,798 at 4% or $243,865 at 6%; with 50% employer match about $243,865 at 4% or $162,577 at 6%; with 100% employer match about $182,899 at 4% or $121,933 at 6%.
2018114$2,046,749$167,872$11,991iApproximate average salary by contribution assumption: employee only about $299,771 at 4% or $199,848 at 6%; with 50% employer match about $199,848 at 4% or $133,232 at 6%; with 100% employer match about $149,886 at 4% or $99,924 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-14$2,046,749$167,872$11,991iApproximate average salary by contribution assumption: employee only about $299,771 at 4% or $199,848 at 6%; with 50% employer match about $199,848 at 4% or $133,232 at 6%; with 100% employer match about $149,886 at 4% or $99,924 at 6%.
2017111$2,142,577$165,373$15,034iApproximate average salary by contribution assumption: employee only about $375,848 at 4% or $250,565 at 6%; with 50% employer match about $250,565 at 4% or $167,043 at 6%; with 100% employer match about $187,924 at 4% or $125,283 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-11$2,142,577$165,373$15,034iApproximate average salary by contribution assumption: employee only about $375,848 at 4% or $250,565 at 6%; with 50% employer match about $250,565 at 4% or $167,043 at 6%; with 100% employer match about $187,924 at 4% or $125,283 at 6%.
2016111$1,744,125$144,923$13,175iApproximate average salary by contribution assumption: employee only about $329,370 at 4% or $219,580 at 6%; with 50% employer match about $219,580 at 4% or $146,387 at 6%; with 100% employer match about $164,685 at 4% or $109,790 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-11$1,744,125$144,923$13,175iApproximate average salary by contribution assumption: employee only about $329,370 at 4% or $219,580 at 6%; with 50% employer match about $219,580 at 4% or $146,387 at 6%; with 100% employer match about $164,685 at 4% or $109,790 at 6%.
2015111$1,497,527$145,812$13,256iApproximate average salary by contribution assumption: employee only about $331,391 at 4% or $220,927 at 6%; with 50% employer match about $220,927 at 4% or $147,285 at 6%; with 100% employer match about $165,695 at 4% or $110,464 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-11$1,497,527$145,812$13,256iApproximate average salary by contribution assumption: employee only about $331,391 at 4% or $220,927 at 6%; with 50% employer match about $220,927 at 4% or $147,285 at 6%; with 100% employer match about $165,695 at 4% or $110,464 at 6%.
2014116$1,379,071$167,320$10,458iApproximate average salary by contribution assumption: employee only about $261,438 at 4% or $174,292 at 6%; with 50% employer match about $174,292 at 4% or $116,194 at 6%; with 100% employer match about $130,719 at 4% or $87,146 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-16$1,379,071$167,320$10,458iApproximate average salary by contribution assumption: employee only about $261,438 at 4% or $174,292 at 6%; with 50% employer match about $174,292 at 4% or $116,194 at 6%; with 100% employer match about $130,719 at 4% or $87,146 at 6%.
2013114$1,168,647$96,515$6,894iApproximate average salary by contribution assumption: employee only about $172,348 at 4% or $114,899 at 6%; with 50% employer match about $114,899 at 4% or $76,599 at 6%; with 100% employer match about $86,174 at 4% or $57,449 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-14$1,168,647$96,515$6,894iApproximate average salary by contribution assumption: employee only about $172,348 at 4% or $114,899 at 6%; with 50% employer match about $114,899 at 4% or $76,599 at 6%; with 100% employer match about $86,174 at 4% or $57,449 at 6%.
2012112$941,826$104,504$8,709iApproximate average salary by contribution assumption: employee only about $217,717 at 4% or $145,144 at 6%; with 50% employer match about $145,144 at 4% or $96,763 at 6%; with 100% employer match about $108,858 at 4% or $72,572 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-12$941,826$104,504$8,709iApproximate average salary by contribution assumption: employee only about $217,717 at 4% or $145,144 at 6%; with 50% employer match about $145,144 at 4% or $96,763 at 6%; with 100% employer match about $108,858 at 4% or $72,572 at 6%.
2011111$745,120$83,239$7,567iApproximate average salary by contribution assumption: employee only about $189,180 at 4% or $126,120 at 6%; with 50% employer match about $126,120 at 4% or $84,080 at 6%; with 100% employer match about $94,590 at 4% or $63,060 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-11$745,120$83,239$7,567iApproximate average salary by contribution assumption: employee only about $189,180 at 4% or $126,120 at 6%; with 50% employer match about $126,120 at 4% or $84,080 at 6%; with 100% employer match about $94,590 at 4% or $63,060 at 6%.
2010113$697,367$73,151$5,627iApproximate average salary by contribution assumption: employee only about $140,675 at 4% or $93,783 at 6%; with 50% employer match about $93,783 at 4% or $62,522 at 6%; with 100% employer match about $70,338 at 4% or $46,892 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-13$697,367$73,151$5,627iApproximate average salary by contribution assumption: employee only about $140,675 at 4% or $93,783 at 6%; with 50% employer match about $93,783 at 4% or $62,522 at 6%; with 100% employer match about $70,338 at 4% or $46,892 at 6%.
2009111$593,529$118,075$10,734iApproximate average salary by contribution assumption: employee only about $268,352 at 4% or $178,902 at 6%; with 50% employer match about $178,902 at 4% or $119,268 at 6%; with 100% employer match about $134,176 at 4% or $89,451 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-11$593,529$118,075$10,734iApproximate average salary by contribution assumption: employee only about $268,352 at 4% or $178,902 at 6%; with 50% employer match about $178,902 at 4% or $119,268 at 6%; with 100% employer match about $134,176 at 4% or $89,451 at 6%.
2008110$352,320$85,774$8,577iApproximate average salary by contribution assumption: employee only about $214,435 at 4% or $142,957 at 6%; with 50% employer match about $142,957 at 4% or $95,304 at 6%; with 100% employer match about $107,218 at 4% or $71,478 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-10$352,320$85,774$8,577iApproximate average salary by contribution assumption: employee only about $214,435 at 4% or $142,957 at 6%; with 50% employer match about $142,957 at 4% or $95,304 at 6%; with 100% employer match about $107,218 at 4% or $71,478 at 6%.
2007112$437,527$96,140$8,012iApproximate average salary by contribution assumption: employee only about $200,292 at 4% or $133,528 at 6%; with 50% employer match about $133,528 at 4% or $89,019 at 6%; with 100% employer match about $100,146 at 4% or $66,764 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-12$437,527$96,140$8,012iApproximate average salary by contribution assumption: employee only about $200,292 at 4% or $133,528 at 6%; with 50% employer match about $133,528 at 4% or $89,019 at 6%; with 100% employer match about $100,146 at 4% or $66,764 at 6%.
2006113$317,945$32,921$2,532iApproximate average salary by contribution assumption: employee only about $63,310 at 4% or $42,206 at 6%; with 50% employer match about $42,206 at 4% or $28,138 at 6%; with 100% employer match about $31,655 at 4% or $21,103 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-13$317,945$32,921$2,532iApproximate average salary by contribution assumption: employee only about $63,310 at 4% or $42,206 at 6%; with 50% employer match about $42,206 at 4% or $28,138 at 6%; with 100% employer match about $31,655 at 4% or $21,103 at 6%.
2005113$250,647$22,186$1,707iApproximate average salary by contribution assumption: employee only about $42,665 at 4% or $28,444 at 6%; with 50% employer match about $28,444 at 4% or $18,962 at 6%; with 100% employer match about $21,333 at 4% or $14,222 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-13$250,647$22,186$1,707iApproximate average salary by contribution assumption: employee only about $42,665 at 4% or $28,444 at 6%; with 50% employer match about $28,444 at 4% or $18,962 at 6%; with 100% employer match about $21,333 at 4% or $14,222 at 6%.
2004112$213,046$10,964$914iApproximate average salary by contribution assumption: employee only about $22,842 at 4% or $15,228 at 6%; with 50% employer match about $15,228 at 4% or $10,152 at 6%; with 100% employer match about $11,421 at 4% or $7,614 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-12$213,046$10,964$914iApproximate average salary by contribution assumption: employee only about $22,842 at 4% or $15,228 at 6%; with 50% employer match about $15,228 at 4% or $10,152 at 6%; with 100% employer match about $11,421 at 4% or $7,614 at 6%.
2003114$181,601$11,936$853iApproximate average salary by contribution assumption: employee only about $21,314 at 4% or $14,210 at 6%; with 50% employer match about $14,210 at 4% or $9,473 at 6%; with 100% employer match about $10,657 at 4% or $7,105 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-14$181,601$11,936$853iApproximate average salary by contribution assumption: employee only about $21,314 at 4% or $14,210 at 6%; with 50% employer match about $14,210 at 4% or $9,473 at 6%; with 100% employer match about $10,657 at 4% or $7,105 at 6%.
2002117$150,808$15,953$938iApproximate average salary by contribution assumption: employee only about $23,460 at 4% or $15,640 at 6%; with 50% employer match about $15,640 at 4% or $10,427 at 6%; with 100% employer match about $11,730 at 4% or $7,820 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-17$150,808$15,953$938iApproximate average salary by contribution assumption: employee only about $23,460 at 4% or $15,640 at 6%; with 50% employer match about $15,640 at 4% or $10,427 at 6%; with 100% employer match about $11,730 at 4% or $7,820 at 6%.
2001117$0$0-
Robertson Lowstuter Inc. 401K Plan and Trust-17---
2000116$237,113$37,967$2,373iApproximate average salary by contribution assumption: employee only about $59,323 at 4% or $39,549 at 6%; with 50% employer match about $39,549 at 4% or $26,366 at 6%; with 100% employer match about $29,662 at 4% or $19,774 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-16$237,113$37,967$2,373iApproximate average salary by contribution assumption: employee only about $59,323 at 4% or $39,549 at 6%; with 50% employer match about $39,549 at 4% or $26,366 at 6%; with 100% employer match about $29,662 at 4% or $19,774 at 6%.
1999113$227,906$40,109$3,085iApproximate average salary by contribution assumption: employee only about $77,133 at 4% or $51,422 at 6%; with 50% employer match about $51,422 at 4% or $34,281 at 6%; with 100% employer match about $38,566 at 4% or $25,711 at 6%.
Robertson Lowstuter Inc. 401K Plan and Trust-13$227,906$40,109$3,085iApproximate average salary by contribution assumption: employee only about $77,133 at 4% or $51,422 at 6%; with 50% employer match about $51,422 at 4% or $34,281 at 6%; with 100% employer match about $38,566 at 4% or $25,711 at 6%.