Civic Intelligence

The John Roberts Company

Plan context: The John Roberts Company Profit Sharing Plan

EIN 41-0763427 • 51 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

202

2024 Assets

$37,431,668

2024 Contributions

$1,952,690

Historical Graphs

Total Assets Over Time

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

$45,402,340$22,701,170$0199920112023YearValue
$37,431,668Latest year 2023

Participants Over Time

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

3461730199920122024YearValue
202Latest 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
20241202$0$0-
The John Roberts Company Medical & Dental Premium Plan-202---
20232196$37,431,668$1,952,690$9,963iApproximate average salary by contribution assumption: employee only about $249,068 at 4% or $166,045 at 6%; with 50% employer match about $166,045 at 4% or $110,697 at 6%; with 100% employer match about $124,534 at 4% or $83,023 at 6%.
The John Roberts Company Profit Sharing Plan-194$37,431,668$1,952,690$10,065iApproximate average salary by contribution assumption: employee only about $251,635 at 4% or $167,757 at 6%; with 50% employer match about $167,757 at 4% or $111,838 at 6%; with 100% employer match about $125,818 at 4% or $83,878 at 6%.
The John Roberts Company Medical & Dental Premium Plan-196---
20222200$32,661,354$1,545,185$7,726iApproximate average salary by contribution assumption: employee only about $193,148 at 4% or $128,765 at 6%; with 50% employer match about $128,765 at 4% or $85,844 at 6%; with 100% employer match about $96,574 at 4% or $64,383 at 6%.
The John Roberts Company Profit Sharing Plan-200$32,661,354$1,545,185$7,726iApproximate average salary by contribution assumption: employee only about $193,148 at 4% or $128,765 at 6%; with 50% employer match about $128,765 at 4% or $85,844 at 6%; with 100% employer match about $96,574 at 4% or $64,383 at 6%.
The John Roberts Company Medical & Dental Premium Plan-195---
20212238$31,955,926$1,778,296$7,472iApproximate average salary by contribution assumption: employee only about $186,796 at 4% or $124,531 at 6%; with 50% employer match about $124,531 at 4% or $83,020 at 6%; with 100% employer match about $93,398 at 4% or $62,265 at 6%.
The John Roberts Company Profit Sharing Plan-238$31,955,926$1,778,296$7,472iApproximate average salary by contribution assumption: employee only about $186,796 at 4% or $124,531 at 6%; with 50% employer match about $124,531 at 4% or $83,020 at 6%; with 100% employer match about $93,398 at 4% or $62,265 at 6%.
The John Roberts Company Medical & Dental Premium Plan-211---
20202243$45,402,340$1,352,291$5,565iApproximate average salary by contribution assumption: employee only about $139,125 at 4% or $92,750 at 6%; with 50% employer match about $92,750 at 4% or $61,833 at 6%; with 100% employer match about $69,562 at 4% or $46,375 at 6%.
The John Roberts Company Profit Sharing Plan-243$45,402,340$1,352,291$5,565iApproximate average salary by contribution assumption: employee only about $139,125 at 4% or $92,750 at 6%; with 50% employer match about $92,750 at 4% or $61,833 at 6%; with 100% employer match about $69,562 at 4% or $46,375 at 6%.
The John Roberts Company Medical & Dental Premium Plan-227---
20192281$40,830,135$5,091,244$18,118iApproximate average salary by contribution assumption: employee only about $452,958 at 4% or $301,972 at 6%; with 50% employer match about $301,972 at 4% or $201,315 at 6%; with 100% employer match about $226,479 at 4% or $150,986 at 6%.
The John Roberts Company Profit Sharing Plan-281$40,830,135$5,091,244$18,118iApproximate average salary by contribution assumption: employee only about $452,958 at 4% or $301,972 at 6%; with 50% employer match about $301,972 at 4% or $201,315 at 6%; with 100% employer match about $226,479 at 4% or $150,986 at 6%.
The John Roberts Company Medical & Dental Premium Plan-276---
20182313$35,067,772$1,168,745$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
The John Roberts Company Profit Sharing Plan-313$35,067,772$1,168,745$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
The John Roberts Company Medical & Dental Premium Plan-250---
20172223$36,812,550$1,035,859$4,645iApproximate average salary by contribution assumption: employee only about $116,128 at 4% or $77,418 at 6%; with 50% employer match about $77,418 at 4% or $51,612 at 6%; with 100% employer match about $58,064 at 4% or $38,709 at 6%.
The John Roberts Company Profit Sharing Plan-223$36,812,550$1,035,859$4,645iApproximate average salary by contribution assumption: employee only about $116,128 at 4% or $77,418 at 6%; with 50% employer match about $77,418 at 4% or $51,612 at 6%; with 100% employer match about $58,064 at 4% or $38,709 at 6%.
The John Roberts Company Medical & Dental Premium Plan-220---
20162243$34,722,000$1,165,657$4,797iApproximate average salary by contribution assumption: employee only about $119,924 at 4% or $79,949 at 6%; with 50% employer match about $79,949 at 4% or $53,299 at 6%; with 100% employer match about $59,962 at 4% or $39,975 at 6%.
The John Roberts Company Profit Sharing Plan-243$34,722,000$1,165,657$4,797iApproximate average salary by contribution assumption: employee only about $119,924 at 4% or $79,949 at 6%; with 50% employer match about $79,949 at 4% or $53,299 at 6%; with 100% employer match about $59,962 at 4% or $39,975 at 6%.
The John Roberts Company Medical & Dental Premium Plan-222---
20152233$32,986,065$1,348,057$5,786iApproximate average salary by contribution assumption: employee only about $144,641 at 4% or $96,428 at 6%; with 50% employer match about $96,428 at 4% or $64,285 at 6%; with 100% employer match about $72,321 at 4% or $48,214 at 6%.
The John Roberts Company Profit Sharing Plan-233$32,986,065$1,348,057$5,786iApproximate average salary by contribution assumption: employee only about $144,641 at 4% or $96,428 at 6%; with 50% employer match about $96,428 at 4% or $64,285 at 6%; with 100% employer match about $72,321 at 4% or $48,214 at 6%.
The John Roberts Company Medical & Dental Premium Plan-208---
20142243$30,781,690$1,171,220$4,820iApproximate average salary by contribution assumption: employee only about $120,496 at 4% or $80,331 at 6%; with 50% employer match about $80,331 at 4% or $53,554 at 6%; with 100% employer match about $60,248 at 4% or $40,165 at 6%.
The John Roberts Company Profit Sharing Plan-237$30,781,690$1,171,220$4,942iApproximate average salary by contribution assumption: employee only about $123,546 at 4% or $82,364 at 6%; with 50% employer match about $82,364 at 4% or $54,910 at 6%; with 100% employer match about $61,773 at 4% or $41,182 at 6%.
The John Roberts Company Medical & Dental Premium Plan-243---
20132264$33,920,164$1,033,626$3,915iApproximate average salary by contribution assumption: employee only about $97,881 at 4% or $65,254 at 6%; with 50% employer match about $65,254 at 4% or $43,503 at 6%; with 100% employer match about $48,941 at 4% or $32,627 at 6%.
The John Roberts Company Profit Sharing Plan-250$33,920,164$1,033,626$4,135iApproximate average salary by contribution assumption: employee only about $103,363 at 4% or $68,908 at 6%; with 50% employer match about $68,908 at 4% or $45,939 at 6%; with 100% employer match about $51,681 at 4% or $34,454 at 6%.
The John Roberts Company Medical & Dental Premium Plan-264---
20122272$29,246,778$1,164,497$4,281iApproximate average salary by contribution assumption: employee only about $107,031 at 4% or $71,354 at 6%; with 50% employer match about $71,354 at 4% or $47,569 at 6%; with 100% employer match about $53,515 at 4% or $35,677 at 6%.
The John Roberts Company Profit Sharing Plan-271$29,246,778$1,164,497$4,297iApproximate average salary by contribution assumption: employee only about $107,426 at 4% or $71,617 at 6%; with 50% employer match about $71,617 at 4% or $47,745 at 6%; with 100% employer match about $53,713 at 4% or $35,809 at 6%.
The John Roberts Company Medical & Dental Premium Plan-272---
20112290$26,396,320$937,823$3,234iApproximate average salary by contribution assumption: employee only about $80,847 at 4% or $53,898 at 6%; with 50% employer match about $53,898 at 4% or $35,932 at 6%; with 100% employer match about $40,423 at 4% or $26,949 at 6%.
The John Roberts Company Profit Sharing Plan-290$26,396,320$937,823$3,234iApproximate average salary by contribution assumption: employee only about $80,847 at 4% or $53,898 at 6%; with 50% employer match about $53,898 at 4% or $35,932 at 6%; with 100% employer match about $40,423 at 4% or $26,949 at 6%.
The John Roberts Company Medical & Dental Premium Plan-288---
20102273$25,338,925$884,871$3,241iApproximate average salary by contribution assumption: employee only about $81,032 at 4% or $54,021 at 6%; with 50% employer match about $54,021 at 4% or $36,014 at 6%; with 100% employer match about $40,516 at 4% or $27,011 at 6%.
The John Roberts Company Profit Sharing Plan-272$25,338,925$884,871$3,253iApproximate average salary by contribution assumption: employee only about $81,330 at 4% or $54,220 at 6%; with 50% employer match about $54,220 at 4% or $36,147 at 6%; with 100% employer match about $40,665 at 4% or $27,110 at 6%.
The John Roberts Company Medical & Dental Premium Plan-273---
20092277$23,090,433$932,205$3,365iApproximate average salary by contribution assumption: employee only about $84,134 at 4% or $56,089 at 6%; with 50% employer match about $56,089 at 4% or $37,393 at 6%; with 100% employer match about $42,067 at 4% or $28,045 at 6%.
The John Roberts Company Profit Sharing Plan-277$23,090,433$932,205$3,365iApproximate average salary by contribution assumption: employee only about $84,134 at 4% or $56,089 at 6%; with 50% employer match about $56,089 at 4% or $37,393 at 6%; with 100% employer match about $42,067 at 4% or $28,045 at 6%.
The John Roberts Company Medical & Dental Premium Plan-232---
20082303$22,808,948$1,069,528$3,530iApproximate average salary by contribution assumption: employee only about $88,245 at 4% or $58,830 at 6%; with 50% employer match about $58,830 at 4% or $39,220 at 6%; with 100% employer match about $44,122 at 4% or $29,415 at 6%.
The John Roberts Company Profit Sharing Plan-276$22,808,948$1,069,528$3,875iApproximate average salary by contribution assumption: employee only about $96,878 at 4% or $64,585 at 6%; with 50% employer match about $64,585 at 4% or $43,057 at 6%; with 100% employer match about $48,439 at 4% or $32,293 at 6%.
The John Roberts Company Medical & Dental Premium Plan-303---
20072326$26,345,306$1,667,321$5,114iApproximate average salary by contribution assumption: employee only about $127,862 at 4% or $85,241 at 6%; with 50% employer match about $85,241 at 4% or $56,828 at 6%; with 100% employer match about $63,931 at 4% or $42,621 at 6%.
The John Roberts Company Profit Sharing Plan-307$26,345,306$1,667,321$5,431iApproximate average salary by contribution assumption: employee only about $135,775 at 4% or $90,517 at 6%; with 50% employer match about $90,517 at 4% or $60,345 at 6%; with 100% employer match about $67,888 at 4% or $45,258 at 6%.
The John Roberts Company Medical & Dental Premium Plan-326---
20062327$29,661,579$2,190,172$6,698iApproximate average salary by contribution assumption: employee only about $167,444 at 4% or $111,630 at 6%; with 50% employer match about $111,630 at 4% or $74,420 at 6%; with 100% employer match about $83,722 at 4% or $55,815 at 6%.
The John Roberts Company Profit Sharing Plan-327$29,661,579$2,190,172$6,698iApproximate average salary by contribution assumption: employee only about $167,444 at 4% or $111,630 at 6%; with 50% employer match about $111,630 at 4% or $74,420 at 6%; with 100% employer match about $83,722 at 4% or $55,815 at 6%.
The John Roberts Company Medical & Dental Premium Plan-308---
20052317$26,425,051$1,855,905$5,855iApproximate average salary by contribution assumption: employee only about $146,365 at 4% or $97,576 at 6%; with 50% employer match about $97,576 at 4% or $65,051 at 6%; with 100% employer match about $73,182 at 4% or $48,788 at 6%.
The John Roberts Company Profit Sharing Plan-317$26,425,051$1,855,905$5,855iApproximate average salary by contribution assumption: employee only about $146,365 at 4% or $97,576 at 6%; with 50% employer match about $97,576 at 4% or $65,051 at 6%; with 100% employer match about $73,182 at 4% or $48,788 at 6%.
The John Roberts Company Medical & Dental Premium Plan-301---
20042300$24,274,503$1,585,862$5,286iApproximate average salary by contribution assumption: employee only about $132,155 at 4% or $88,103 at 6%; with 50% employer match about $88,103 at 4% or $58,736 at 6%; with 100% employer match about $66,078 at 4% or $44,052 at 6%.
The John Roberts Company Profit Sharing Plan-295$24,274,503$1,585,862$5,376iApproximate average salary by contribution assumption: employee only about $134,395 at 4% or $89,597 at 6%; with 50% employer match about $89,597 at 4% or $59,731 at 6%; with 100% employer match about $67,198 at 4% or $44,798 at 6%.
The John Roberts Company Medical & Dental Premium Plan-300---
20032299$20,819,251$1,050,022$3,512iApproximate average salary by contribution assumption: employee only about $87,794 at 4% or $58,530 at 6%; with 50% employer match about $58,530 at 4% or $39,020 at 6%; with 100% employer match about $43,897 at 4% or $29,265 at 6%.
The John Roberts Company Profit Sharing Plan-285$20,819,251$1,050,022$3,684iApproximate average salary by contribution assumption: employee only about $92,107 at 4% or $61,405 at 6%; with 50% employer match about $61,405 at 4% or $40,937 at 6%; with 100% employer match about $46,054 at 4% or $30,702 at 6%.
The John Roberts Company Medical & Dental Premium Plan-299---
20022295$18,679,978$948,244$3,214iApproximate average salary by contribution assumption: employee only about $80,360 at 4% or $53,573 at 6%; with 50% employer match about $53,573 at 4% or $35,715 at 6%; with 100% employer match about $40,180 at 4% or $26,787 at 6%.
The John Roberts Company Profit Sharing Plan-285$18,679,978$948,244$3,327iApproximate average salary by contribution assumption: employee only about $83,179 at 4% or $55,453 at 6%; with 50% employer match about $55,453 at 4% or $36,969 at 6%; with 100% employer match about $41,590 at 4% or $27,726 at 6%.
The John Roberts Company Medical & Dental Premium Plan-295---
20012302$16,697,171$1,001,313$3,316iApproximate average salary by contribution assumption: employee only about $82,890 at 4% or $55,260 at 6%; with 50% employer match about $55,260 at 4% or $36,840 at 6%; with 100% employer match about $41,445 at 4% or $27,630 at 6%.
The John Roberts Company Profit Sharing Plan-291$16,697,171$1,001,313$3,441iApproximate average salary by contribution assumption: employee only about $86,023 at 4% or $57,349 at 6%; with 50% employer match about $57,349 at 4% or $38,233 at 6%; with 100% employer match about $43,012 at 4% or $28,674 at 6%.
The John Roberts Company Medical & Dental Premium Plan-302---
20002311$19,839,421$1,047,828$3,369iApproximate average salary by contribution assumption: employee only about $84,231 at 4% or $56,154 at 6%; with 50% employer match about $56,154 at 4% or $37,436 at 6%; with 100% employer match about $42,115 at 4% or $28,077 at 6%.
The John Roberts Company Profit Sharing Plan-294$19,839,421$1,047,828$3,564iApproximate average salary by contribution assumption: employee only about $89,101 at 4% or $59,401 at 6%; with 50% employer match about $59,401 at 4% or $39,600 at 6%; with 100% employer match about $44,551 at 4% or $29,700 at 6%.
The John Roberts Company Medical & Dental Premium Plan-311---
19992346$23,917,323$1,861,437$5,380iApproximate average salary by contribution assumption: employee only about $134,497 at 4% or $89,665 at 6%; with 50% employer match about $89,665 at 4% or $59,776 at 6%; with 100% employer match about $67,248 at 4% or $44,832 at 6%.
The John Roberts Company Profit Sharing Plan-317$23,917,323$1,861,437$5,872iApproximate average salary by contribution assumption: employee only about $146,801 at 4% or $97,867 at 6%; with 50% employer match about $97,867 at 4% or $65,245 at 6%; with 100% employer match about $73,401 at 4% or $48,934 at 6%.
The John Roberts Company Medical & Dental Premium Plan-346---