Civic Intelligence

The Roberts Group Inc.

Plan context: The Roberts Group Inc. 401(K) Profit Sharing Plan

EIN 39-1596095 • Waukesha, WI • 14 filings • 2 plans

730 North Grand AvenueWaukesha, WI 53186
Current Snapshot

Latest Year

2017

2017 Participants

27

2017 Assets

$2,224,585

2017 Contributions

$233,379

Historical Graphs

Total Assets Over Time

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

$2,717,800$1,358,900$0200420112016YearValue
$2,224,585Latest year 2016

Participants Over Time

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

38190200420102016YearValue
27Latest year 2016

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
201710$0$0-
The Roberts Group Inc. 401(K) Profit Sharing Plan-0$0--
2016127$2,224,585$233,379$8,644iApproximate average salary by contribution assumption: employee only about $216,092 at 4% or $144,061 at 6%; with 50% employer match about $144,061 at 4% or $96,041 at 6%; with 100% employer match about $108,046 at 4% or $72,031 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-27$2,224,585$233,379$8,644iApproximate average salary by contribution assumption: employee only about $216,092 at 4% or $144,061 at 6%; with 50% employer match about $144,061 at 4% or $96,041 at 6%; with 100% employer match about $108,046 at 4% or $72,031 at 6%.
2015126$2,264,569$257,986$9,923iApproximate average salary by contribution assumption: employee only about $248,063 at 4% or $165,376 at 6%; with 50% employer match about $165,376 at 4% or $110,250 at 6%; with 100% employer match about $124,032 at 4% or $82,688 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-26$2,264,569$257,986$9,923iApproximate average salary by contribution assumption: employee only about $248,063 at 4% or $165,376 at 6%; with 50% employer match about $165,376 at 4% or $110,250 at 6%; with 100% employer match about $124,032 at 4% or $82,688 at 6%.
2014128$2,717,800$246,153$8,791iApproximate average salary by contribution assumption: employee only about $219,779 at 4% or $146,520 at 6%; with 50% employer match about $146,520 at 4% or $97,680 at 6%; with 100% employer match about $109,890 at 4% or $73,260 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-28$2,717,800$246,153$8,791iApproximate average salary by contribution assumption: employee only about $219,779 at 4% or $146,520 at 6%; with 50% employer match about $146,520 at 4% or $97,680 at 6%; with 100% employer match about $109,890 at 4% or $73,260 at 6%.
2013132$2,697,446$249,847$7,808iApproximate average salary by contribution assumption: employee only about $195,193 at 4% or $130,129 at 6%; with 50% employer match about $130,129 at 4% or $86,752 at 6%; with 100% employer match about $97,596 at 4% or $65,064 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-32$2,697,446$249,847$7,808iApproximate average salary by contribution assumption: employee only about $195,193 at 4% or $130,129 at 6%; with 50% employer match about $130,129 at 4% or $86,752 at 6%; with 100% employer match about $97,596 at 4% or $65,064 at 6%.
2012132$2,184,158$249,380$7,793iApproximate average salary by contribution assumption: employee only about $194,828 at 4% or $129,885 at 6%; with 50% employer match about $129,885 at 4% or $86,590 at 6%; with 100% employer match about $97,414 at 4% or $64,943 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-32$2,184,158$249,380$7,793iApproximate average salary by contribution assumption: employee only about $194,828 at 4% or $129,885 at 6%; with 50% employer match about $129,885 at 4% or $86,590 at 6%; with 100% employer match about $97,414 at 4% or $64,943 at 6%.
2011138$1,817,085$241,298$6,350iApproximate average salary by contribution assumption: employee only about $158,749 at 4% or $105,832 at 6%; with 50% employer match about $105,832 at 4% or $70,555 at 6%; with 100% employer match about $79,374 at 4% or $52,916 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-38$1,817,085$241,298$6,350iApproximate average salary by contribution assumption: employee only about $158,749 at 4% or $105,832 at 6%; with 50% employer match about $105,832 at 4% or $70,555 at 6%; with 100% employer match about $79,374 at 4% or $52,916 at 6%.
2010123$1,645,749$266,292$11,578iApproximate average salary by contribution assumption: employee only about $289,448 at 4% or $192,965 at 6%; with 50% employer match about $192,965 at 4% or $128,643 at 6%; with 100% employer match about $144,724 at 4% or $96,483 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-23$1,645,749$266,292$11,578iApproximate average salary by contribution assumption: employee only about $289,448 at 4% or $192,965 at 6%; with 50% employer match about $192,965 at 4% or $128,643 at 6%; with 100% employer match about $144,724 at 4% or $96,483 at 6%.
2009127$1,274,594$256,350$9,494iApproximate average salary by contribution assumption: employee only about $237,361 at 4% or $158,241 at 6%; with 50% employer match about $158,241 at 4% or $105,494 at 6%; with 100% employer match about $118,681 at 4% or $79,120 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-27$1,274,594$256,350$9,494iApproximate average salary by contribution assumption: employee only about $237,361 at 4% or $158,241 at 6%; with 50% employer match about $158,241 at 4% or $105,494 at 6%; with 100% employer match about $118,681 at 4% or $79,120 at 6%.
2008128$789,970$251,949$8,998iApproximate average salary by contribution assumption: employee only about $224,954 at 4% or $149,970 at 6%; with 50% employer match about $149,970 at 4% or $99,980 at 6%; with 100% employer match about $112,477 at 4% or $74,985 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-28$789,970$251,949$8,998iApproximate average salary by contribution assumption: employee only about $224,954 at 4% or $149,970 at 6%; with 50% employer match about $149,970 at 4% or $99,980 at 6%; with 100% employer match about $112,477 at 4% or $74,985 at 6%.
2007123$0$0-
The Roberts Group Inc. 401(K) Profit Sharing Plan-23---
2006123$617,532$202,064$8,785iApproximate average salary by contribution assumption: employee only about $219,635 at 4% or $146,423 at 6%; with 50% employer match about $146,423 at 4% or $97,615 at 6%; with 100% employer match about $109,817 at 4% or $73,212 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-23$617,532$202,064$8,785iApproximate average salary by contribution assumption: employee only about $219,635 at 4% or $146,423 at 6%; with 50% employer match about $146,423 at 4% or $97,615 at 6%; with 100% employer match about $109,817 at 4% or $73,212 at 6%.
2005119$359,231$184,876$9,730iApproximate average salary by contribution assumption: employee only about $243,258 at 4% or $162,172 at 6%; with 50% employer match about $162,172 at 4% or $108,115 at 6%; with 100% employer match about $121,629 at 4% or $81,086 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-19$359,231$184,876$9,730iApproximate average salary by contribution assumption: employee only about $243,258 at 4% or $162,172 at 6%; with 50% employer match about $162,172 at 4% or $108,115 at 6%; with 100% employer match about $121,629 at 4% or $81,086 at 6%.
2004118$177,055$176,837$9,824iApproximate average salary by contribution assumption: employee only about $245,607 at 4% or $163,738 at 6%; with 50% employer match about $163,738 at 4% or $109,159 at 6%; with 100% employer match about $122,803 at 4% or $81,869 at 6%.
The Roberts Group Inc. 401(K) Profit Sharing Plan-18$177,055$176,837$9,824iApproximate average salary by contribution assumption: employee only about $245,607 at 4% or $163,738 at 6%; with 50% employer match about $163,738 at 4% or $109,159 at 6%; with 100% employer match about $122,803 at 4% or $81,869 at 6%.