Travis L. Roberts
Plan context: TRAVIS L ROBERTS CPA TARGET BENEFIT PLAN
EIN 39-1191189 • 5 filings • 4 plans
Current Snapshot
Latest Year
2003
2003 Participants
2
2003 Assets
$30,696
2003 Contributions
$30,350
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| TRAVIS L ROBERTS CPA TARGET BENEFIT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 2 | $30,696 | $0 | - |
| TRAVIS L ROBERTS CPA TARGET BENEFIT PLAN | - | 2 | $30,696 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| TRAVIS L ROBERTS CPA TARGET BENEFIT PLLN | - | 3 | - | - | - |
| 2000 | 1 | 3 | $375,110 | $0 | - |
| TRAVIS L. ROBERTS CPA TARGET BENEFIT PLAN | - | 3 | $375,110 | - | - |
| 1999 | 1 | 3 | $332,086 | $30,350 | $10,117iApproximate average salary by contribution assumption: employee only about $252,917 at 4% or $168,611 at 6%; with 50% employer match about $168,611 at 4% or $112,407 at 6%; with 100% employer match about $126,458 at 4% or $84,306 at 6%. |
| Travis L. Roberts CPA Target Benefit Plan | - | 3 | $332,086 | $30,350 | $10,117iApproximate average salary by contribution assumption: employee only about $252,917 at 4% or $168,611 at 6%; with 50% employer match about $168,611 at 4% or $112,407 at 6%; with 100% employer match about $126,458 at 4% or $84,306 at 6%. |