Civic Intelligence

Roberts, Simon & Even Ltd.

Plan context: Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust

EIN 36-3656185 • 9 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$1,260,483

2008 Contributions

$29,105

Historical Graphs

Total Assets Over Time

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

$1,260,483$630,242$0199920042006YearValue
$1,260,483Latest year 2006

Participants Over Time

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

740199920042007YearValue
6Latest year 2007

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
200810$0$29,105-
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-0-$29,105-
200716$0$0-
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-6---
200616$1,260,483$47,312$7,885iApproximate average salary by contribution assumption: employee only about $197,133 at 4% or $131,422 at 6%; with 50% employer match about $131,422 at 4% or $87,615 at 6%; with 100% employer match about $98,567 at 4% or $65,711 at 6%.
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-6$1,260,483$47,312$7,885iApproximate average salary by contribution assumption: employee only about $197,133 at 4% or $131,422 at 6%; with 50% employer match about $131,422 at 4% or $87,615 at 6%; with 100% employer match about $98,567 at 4% or $65,711 at 6%.
200516$1,113,008$42,823$7,137iApproximate average salary by contribution assumption: employee only about $178,429 at 4% or $118,953 at 6%; with 50% employer match about $118,953 at 4% or $79,302 at 6%; with 100% employer match about $89,215 at 4% or $59,476 at 6%.
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-6$1,113,008$42,823$7,137iApproximate average salary by contribution assumption: employee only about $178,429 at 4% or $118,953 at 6%; with 50% employer match about $118,953 at 4% or $79,302 at 6%; with 100% employer match about $89,215 at 4% or $59,476 at 6%.
200416$1,025,608$40,316$6,719iApproximate average salary by contribution assumption: employee only about $167,983 at 4% or $111,989 at 6%; with 50% employer match about $111,989 at 4% or $74,659 at 6%; with 100% employer match about $83,992 at 4% or $55,994 at 6%.
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-6$1,025,608$40,316$6,719iApproximate average salary by contribution assumption: employee only about $167,983 at 4% or $111,989 at 6%; with 50% employer match about $111,989 at 4% or $74,659 at 6%; with 100% employer match about $83,992 at 4% or $55,994 at 6%.
200317$918,231$35,815$5,116iApproximate average salary by contribution assumption: employee only about $127,911 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,955 at 4% or $42,637 at 6%.
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-7$918,231$35,815$5,116iApproximate average salary by contribution assumption: employee only about $127,911 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,955 at 4% or $42,637 at 6%.
200117$0$0-
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-7---
200016$908,638$53,804$8,967iApproximate average salary by contribution assumption: employee only about $224,183 at 4% or $149,456 at 6%; with 50% employer match about $149,456 at 4% or $99,637 at 6%; with 100% employer match about $112,092 at 4% or $74,728 at 6%.
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-6$908,638$53,804$8,967iApproximate average salary by contribution assumption: employee only about $224,183 at 4% or $149,456 at 6%; with 50% employer match about $149,456 at 4% or $99,637 at 6%; with 100% employer match about $112,092 at 4% or $74,728 at 6%.
199917$945,793$40,969$5,853iApproximate average salary by contribution assumption: employee only about $146,318 at 4% or $97,545 at 6%; with 50% employer match about $97,545 at 4% or $65,030 at 6%; with 100% employer match about $73,159 at 4% or $48,773 at 6%.
Roberts, Simon & Even Ltd. 401K Profit Sharing Plan & Trust-7$945,793$40,969$5,853iApproximate average salary by contribution assumption: employee only about $146,318 at 4% or $97,545 at 6%; with 50% employer match about $97,545 at 4% or $65,030 at 6%; with 100% employer match about $73,159 at 4% or $48,773 at 6%.