Civic Intelligence

Roberts and Roberts Inc.

Plan context: Roberts and Roberts Inc. Employees Retirement Savings Plan

EIN 38-2479022 • Beverly Hills, MI • 25 filings • 3 plans

16205 W. Fourteen Mile Rd., Ste.100Beverly Hills, MI 48025
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$1,462,092

2024 Contributions

$56,590

Historical Graphs

Total Assets Over Time

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

$1,462,092$731,046$0199920132024YearValue
$1,462,092Latest year 2024

Participants Over Time

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

171860199920122024YearValue
22Latest year 2024

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
2024122$1,462,092$56,590$2,572iApproximate average salary by contribution assumption: employee only about $64,307 at 4% or $42,871 at 6%; with 50% employer match about $42,871 at 4% or $28,581 at 6%; with 100% employer match about $32,153 at 4% or $21,436 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-22$1,462,092$56,590$2,572iApproximate average salary by contribution assumption: employee only about $64,307 at 4% or $42,871 at 6%; with 50% employer match about $42,871 at 4% or $28,581 at 6%; with 100% employer match about $32,153 at 4% or $21,436 at 6%.
2023125$1,352,417$63,154$2,526iApproximate average salary by contribution assumption: employee only about $63,154 at 4% or $42,103 at 6%; with 50% employer match about $42,103 at 4% or $28,068 at 6%; with 100% employer match about $31,577 at 4% or $21,051 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-25$1,352,417$63,154$2,526iApproximate average salary by contribution assumption: employee only about $63,154 at 4% or $42,103 at 6%; with 50% employer match about $42,103 at 4% or $28,068 at 6%; with 100% employer match about $31,577 at 4% or $21,051 at 6%.
2022172$1,221,935$89,573$1,244iApproximate average salary by contribution assumption: employee only about $31,102 at 4% or $20,734 at 6%; with 50% employer match about $20,734 at 4% or $13,823 at 6%; with 100% employer match about $15,551 at 4% or $10,367 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-72$1,221,935$89,573$1,244iApproximate average salary by contribution assumption: employee only about $31,102 at 4% or $20,734 at 6%; with 50% employer match about $20,734 at 4% or $13,823 at 6%; with 100% employer match about $15,551 at 4% or $10,367 at 6%.
2021195$1,366,452$83,224$876iApproximate average salary by contribution assumption: employee only about $21,901 at 4% or $14,601 at 6%; with 50% employer match about $14,601 at 4% or $9,734 at 6%; with 100% employer match about $10,951 at 4% or $7,300 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-95$1,366,452$83,224$876iApproximate average salary by contribution assumption: employee only about $21,901 at 4% or $14,601 at 6%; with 50% employer match about $14,601 at 4% or $9,734 at 6%; with 100% employer match about $10,951 at 4% or $7,300 at 6%.
20201114$1,203,886$55,857$490iApproximate average salary by contribution assumption: employee only about $12,249 at 4% or $8,166 at 6%; with 50% employer match about $8,166 at 4% or $5,444 at 6%; with 100% employer match about $6,125 at 4% or $4,083 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-114$1,203,886$55,857$490iApproximate average salary by contribution assumption: employee only about $12,249 at 4% or $8,166 at 6%; with 50% employer match about $8,166 at 4% or $5,444 at 6%; with 100% employer match about $6,125 at 4% or $4,083 at 6%.
20191155$1,137,603$137,033$884iApproximate average salary by contribution assumption: employee only about $22,102 at 4% or $14,735 at 6%; with 50% employer match about $14,735 at 4% or $9,823 at 6%; with 100% employer match about $11,051 at 4% or $7,367 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-155$1,137,603$137,033$884iApproximate average salary by contribution assumption: employee only about $22,102 at 4% or $14,735 at 6%; with 50% employer match about $14,735 at 4% or $9,823 at 6%; with 100% employer match about $11,051 at 4% or $7,367 at 6%.
20181155$872,444$100,724$650iApproximate average salary by contribution assumption: employee only about $16,246 at 4% or $10,831 at 6%; with 50% employer match about $10,831 at 4% or $7,220 at 6%; with 100% employer match about $8,123 at 4% or $5,415 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-155$872,444$100,724$650iApproximate average salary by contribution assumption: employee only about $16,246 at 4% or $10,831 at 6%; with 50% employer match about $10,831 at 4% or $7,220 at 6%; with 100% employer match about $8,123 at 4% or $5,415 at 6%.
20171171$988,058$89,502$523iApproximate average salary by contribution assumption: employee only about $13,085 at 4% or $8,723 at 6%; with 50% employer match about $8,723 at 4% or $5,816 at 6%; with 100% employer match about $6,543 at 4% or $4,362 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-171$988,058$89,502$523iApproximate average salary by contribution assumption: employee only about $13,085 at 4% or $8,723 at 6%; with 50% employer match about $8,723 at 4% or $5,816 at 6%; with 100% employer match about $6,543 at 4% or $4,362 at 6%.
20161166$815,179$87,224$525iApproximate average salary by contribution assumption: employee only about $13,136 at 4% or $8,757 at 6%; with 50% employer match about $8,757 at 4% or $5,838 at 6%; with 100% employer match about $6,568 at 4% or $4,379 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-166$815,179$87,224$525iApproximate average salary by contribution assumption: employee only about $13,136 at 4% or $8,757 at 6%; with 50% employer match about $8,757 at 4% or $5,838 at 6%; with 100% employer match about $6,568 at 4% or $4,379 at 6%.
20151127$714,250$60,930$480iApproximate average salary by contribution assumption: employee only about $11,994 at 4% or $7,996 at 6%; with 50% employer match about $7,996 at 4% or $5,331 at 6%; with 100% employer match about $5,997 at 4% or $3,998 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-127$714,250$60,930$480iApproximate average salary by contribution assumption: employee only about $11,994 at 4% or $7,996 at 6%; with 50% employer match about $7,996 at 4% or $5,331 at 6%; with 100% employer match about $5,997 at 4% or $3,998 at 6%.
20141128$719,162$45,655$357iApproximate average salary by contribution assumption: employee only about $8,917 at 4% or $5,945 at 6%; with 50% employer match about $5,945 at 4% or $3,963 at 6%; with 100% employer match about $4,458 at 4% or $2,972 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-128$719,162$45,655$357iApproximate average salary by contribution assumption: employee only about $8,917 at 4% or $5,945 at 6%; with 50% employer match about $5,945 at 4% or $3,963 at 6%; with 100% employer match about $4,458 at 4% or $2,972 at 6%.
20131110$711,126$45,479$413iApproximate average salary by contribution assumption: employee only about $10,336 at 4% or $6,891 at 6%; with 50% employer match about $6,891 at 4% or $4,594 at 6%; with 100% employer match about $5,168 at 4% or $3,445 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-110$711,126$45,479$413iApproximate average salary by contribution assumption: employee only about $10,336 at 4% or $6,891 at 6%; with 50% employer match about $6,891 at 4% or $4,594 at 6%; with 100% employer match about $5,168 at 4% or $3,445 at 6%.
2012190$745,717$49,853$554iApproximate average salary by contribution assumption: employee only about $13,848 at 4% or $9,232 at 6%; with 50% employer match about $9,232 at 4% or $6,155 at 6%; with 100% employer match about $6,924 at 4% or $4,616 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-90$745,717$49,853$554iApproximate average salary by contribution assumption: employee only about $13,848 at 4% or $9,232 at 6%; with 50% employer match about $9,232 at 4% or $6,155 at 6%; with 100% employer match about $6,924 at 4% or $4,616 at 6%.
2011186$775,178$55,330$643iApproximate average salary by contribution assumption: employee only about $16,084 at 4% or $10,723 at 6%; with 50% employer match about $10,723 at 4% or $7,149 at 6%; with 100% employer match about $8,042 at 4% or $5,361 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-86$775,178$55,330$643iApproximate average salary by contribution assumption: employee only about $16,084 at 4% or $10,723 at 6%; with 50% employer match about $10,723 at 4% or $7,149 at 6%; with 100% employer match about $8,042 at 4% or $5,361 at 6%.
2010180$1,013,427$88,165$1,102iApproximate average salary by contribution assumption: employee only about $27,552 at 4% or $18,368 at 6%; with 50% employer match about $18,368 at 4% or $12,245 at 6%; with 100% employer match about $13,776 at 4% or $9,184 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-80$1,013,427$88,165$1,102iApproximate average salary by contribution assumption: employee only about $27,552 at 4% or $18,368 at 6%; with 50% employer match about $18,368 at 4% or $12,245 at 6%; with 100% employer match about $13,776 at 4% or $9,184 at 6%.
2009195$975,657$96,079$1,011iApproximate average salary by contribution assumption: employee only about $25,284 at 4% or $16,856 at 6%; with 50% employer match about $16,856 at 4% or $11,237 at 6%; with 100% employer match about $12,642 at 4% or $8,428 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-95$975,657$96,079$1,011iApproximate average salary by contribution assumption: employee only about $25,284 at 4% or $16,856 at 6%; with 50% employer match about $16,856 at 4% or $11,237 at 6%; with 100% employer match about $12,642 at 4% or $8,428 at 6%.
2008192$706,876$102,665$1,116iApproximate average salary by contribution assumption: employee only about $27,898 at 4% or $18,599 at 6%; with 50% employer match about $18,599 at 4% or $12,399 at 6%; with 100% employer match about $13,949 at 4% or $9,299 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-92$706,876$102,665$1,116iApproximate average salary by contribution assumption: employee only about $27,898 at 4% or $18,599 at 6%; with 50% employer match about $18,599 at 4% or $12,399 at 6%; with 100% employer match about $13,949 at 4% or $9,299 at 6%.
2006160$811,016$110,248$1,837iApproximate average salary by contribution assumption: employee only about $45,937 at 4% or $30,624 at 6%; with 50% employer match about $30,624 at 4% or $20,416 at 6%; with 100% employer match about $22,968 at 4% or $15,312 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-60$811,016$110,248$1,837iApproximate average salary by contribution assumption: employee only about $45,937 at 4% or $30,624 at 6%; with 50% employer match about $30,624 at 4% or $20,416 at 6%; with 100% employer match about $22,968 at 4% or $15,312 at 6%.
2005156$626,396$88,681$1,584iApproximate average salary by contribution assumption: employee only about $39,590 at 4% or $26,393 at 6%; with 50% employer match about $26,393 at 4% or $17,595 at 6%; with 100% employer match about $19,795 at 4% or $13,197 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-56$626,396$88,681$1,584iApproximate average salary by contribution assumption: employee only about $39,590 at 4% or $26,393 at 6%; with 50% employer match about $26,393 at 4% or $17,595 at 6%; with 100% employer match about $19,795 at 4% or $13,197 at 6%.
2004147$523,770$81,024$1,724iApproximate average salary by contribution assumption: employee only about $43,098 at 4% or $28,732 at 6%; with 50% employer match about $28,732 at 4% or $19,155 at 6%; with 100% employer match about $21,549 at 4% or $14,366 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-47$523,770$81,024$1,724iApproximate average salary by contribution assumption: employee only about $43,098 at 4% or $28,732 at 6%; with 50% employer match about $28,732 at 4% or $19,155 at 6%; with 100% employer match about $21,549 at 4% or $14,366 at 6%.
2003146$415,014$108,640$2,362iApproximate average salary by contribution assumption: employee only about $59,043 at 4% or $39,362 at 6%; with 50% employer match about $39,362 at 4% or $26,242 at 6%; with 100% employer match about $29,522 at 4% or $19,681 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-46$415,014$108,640$2,362iApproximate average salary by contribution assumption: employee only about $59,043 at 4% or $39,362 at 6%; with 50% employer match about $39,362 at 4% or $26,242 at 6%; with 100% employer match about $29,522 at 4% or $19,681 at 6%.
2002189$0$0-
Roberts and Roberts Inc. Employees Retirement Savings Plan-89---
2001197$0$0-
Roberts and Roberts Inc. Employees Retirement Savings Plan-97---
2000183$351,178$135,029$1,627iApproximate average salary by contribution assumption: employee only about $40,671 at 4% or $27,114 at 6%; with 50% employer match about $27,114 at 4% or $18,076 at 6%; with 100% employer match about $20,336 at 4% or $13,557 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-83$351,178$135,029$1,627iApproximate average salary by contribution assumption: employee only about $40,671 at 4% or $27,114 at 6%; with 50% employer match about $27,114 at 4% or $18,076 at 6%; with 100% employer match about $20,336 at 4% or $13,557 at 6%.
1999182$274,374$169,165$2,063iApproximate average salary by contribution assumption: employee only about $51,575 at 4% or $34,383 at 6%; with 50% employer match about $34,383 at 4% or $22,922 at 6%; with 100% employer match about $25,787 at 4% or $17,192 at 6%.
Roberts and Roberts Inc. Employees Retirement Savings Plan-82$274,374$169,165$2,063iApproximate average salary by contribution assumption: employee only about $51,575 at 4% or $34,383 at 6%; with 50% employer match about $34,383 at 4% or $22,922 at 6%; with 100% employer match about $25,787 at 4% or $17,192 at 6%.