Civic Intelligence

Robert Costas Ltd.

Plan context: Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust

EIN 43-1154323 • Clayton, MO • 19 filings • 2 plans

130 S. Bemiston Ave, Suite 605Clayton, MO 63105
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,134,223

2025 Contributions

$158,413

Historical Graphs

Total Assets Over Time

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

$4,242,759$2,121,380$0201620212025YearValue
$2,134,223Latest year 2025

Participants Over Time

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

320201620212025YearValue
3Latest year 2025

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
202513$2,134,223$158,413$52,804iApproximate average salary by contribution assumption: employee only about $1,320,108 at 4% or $880,072 at 6%; with 50% employer match about $880,072 at 4% or $586,715 at 6%; with 100% employer match about $660,054 at 4% or $440,036 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$2,134,223$158,413$52,804iApproximate average salary by contribution assumption: employee only about $1,320,108 at 4% or $880,072 at 6%; with 50% employer match about $880,072 at 4% or $586,715 at 6%; with 100% employer match about $660,054 at 4% or $440,036 at 6%.
202423$1,650,624$164,012$54,671iApproximate average salary by contribution assumption: employee only about $1,366,767 at 4% or $911,178 at 6%; with 50% employer match about $911,178 at 4% or $607,452 at 6%; with 100% employer match about $683,383 at 4% or $455,589 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$1,650,624$164,012$54,671iApproximate average salary by contribution assumption: employee only about $1,366,767 at 4% or $911,178 at 6%; with 50% employer match about $911,178 at 4% or $607,452 at 6%; with 100% employer match about $683,383 at 4% or $455,589 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-0$0$0-
202323$4,242,759$471,751$157,250iApproximate average salary by contribution assumption: employee only about $3,931,258 at 4% or $2,620,839 at 6%; with 50% employer match about $2,620,839 at 4% or $1,747,226 at 6%; with 100% employer match about $1,965,629 at 4% or $1,310,419 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$2,898,116$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$1,344,643$151,751$50,584iApproximate average salary by contribution assumption: employee only about $1,264,592 at 4% or $843,061 at 6%; with 50% employer match about $843,061 at 4% or $562,041 at 6%; with 100% employer match about $632,296 at 4% or $421,531 at 6%.
202223$3,341,588$460,458$153,486iApproximate average salary by contribution assumption: employee only about $3,837,150 at 4% or $2,558,100 at 6%; with 50% employer match about $2,558,100 at 4% or $1,705,400 at 6%; with 100% employer match about $1,918,575 at 4% or $1,279,050 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$2,295,656$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$1,045,932$140,458$46,819iApproximate average salary by contribution assumption: employee only about $1,170,483 at 4% or $780,322 at 6%; with 50% employer match about $780,322 at 4% or $520,215 at 6%; with 100% employer match about $585,242 at 4% or $390,161 at 6%.
202123$3,267,817$383,505$127,835iApproximate average salary by contribution assumption: employee only about $3,195,875 at 4% or $2,130,583 at 6%; with 50% employer match about $2,130,583 at 4% or $1,420,389 at 6%; with 100% employer match about $1,597,938 at 4% or $1,065,292 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$2,228,140$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$1,039,677$133,505$44,502iApproximate average salary by contribution assumption: employee only about $1,112,542 at 4% or $741,694 at 6%; with 50% employer match about $741,694 at 4% or $494,463 at 6%; with 100% employer match about $556,271 at 4% or $370,847 at 6%.
202023$2,642,146$381,892$127,297iApproximate average salary by contribution assumption: employee only about $3,182,433 at 4% or $2,121,622 at 6%; with 50% employer match about $2,121,622 at 4% or $1,414,415 at 6%; with 100% employer match about $1,591,217 at 4% or $1,060,811 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$1,787,453$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$854,693$131,892$43,964iApproximate average salary by contribution assumption: employee only about $1,099,100 at 4% or $732,733 at 6%; with 50% employer match about $732,733 at 4% or $488,489 at 6%; with 100% employer match about $549,550 at 4% or $366,367 at 6%.
201923$1,948,959$384,971$128,324iApproximate average salary by contribution assumption: employee only about $3,208,092 at 4% or $2,138,728 at 6%; with 50% employer match about $2,138,728 at 4% or $1,425,819 at 6%; with 100% employer match about $1,604,046 at 4% or $1,069,364 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$1,354,713$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$594,246$134,971$44,990iApproximate average salary by contribution assumption: employee only about $1,124,758 at 4% or $749,839 at 6%; with 50% employer match about $749,839 at 4% or $499,893 at 6%; with 100% employer match about $562,379 at 4% or $374,919 at 6%.
201823$1,329,735$413,508$137,836iApproximate average salary by contribution assumption: employee only about $3,445,900 at 4% or $2,297,267 at 6%; with 50% employer match about $2,297,267 at 4% or $1,531,511 at 6%; with 100% employer match about $1,722,950 at 4% or $1,148,633 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$940,165$281,044$93,681iApproximate average salary by contribution assumption: employee only about $2,342,033 at 4% or $1,561,356 at 6%; with 50% employer match about $1,561,356 at 4% or $1,040,904 at 6%; with 100% employer match about $1,171,017 at 4% or $780,678 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$389,570$132,464$44,155iApproximate average salary by contribution assumption: employee only about $1,103,867 at 4% or $735,911 at 6%; with 50% employer match about $735,911 at 4% or $490,607 at 6%; with 100% employer match about $551,933 at 4% or $367,956 at 6%.
201723$970,832$504,647$168,216iApproximate average salary by contribution assumption: employee only about $4,205,392 at 4% or $2,803,594 at 6%; with 50% employer match about $2,803,594 at 4% or $1,869,063 at 6%; with 100% employer match about $2,102,696 at 4% or $1,401,797 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$695,346$375,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$275,486$129,647$43,216iApproximate average salary by contribution assumption: employee only about $1,080,392 at 4% or $720,261 at 6%; with 50% employer match about $720,261 at 4% or $480,174 at 6%; with 100% employer match about $540,196 at 4% or $360,131 at 6%.
201623$409,375$410,103$136,701iApproximate average salary by contribution assumption: employee only about $3,417,525 at 4% or $2,278,350 at 6%; with 50% employer match about $2,278,350 at 4% or $1,518,900 at 6%; with 100% employer match about $1,708,763 at 4% or $1,139,175 at 6%.
Robert Costas Ltd. Cash Balance Plan & Trust-3$280,640$283,000$94,333iApproximate average salary by contribution assumption: employee only about $2,358,333 at 4% or $1,572,222 at 6%; with 50% employer match about $1,572,222 at 4% or $1,048,148 at 6%; with 100% employer match about $1,179,167 at 4% or $786,111 at 6%.
Robert Costas Ltd. 401(K) Profit Sharing Plan and Trust-3$128,735$127,103$42,368iApproximate average salary by contribution assumption: employee only about $1,059,192 at 4% or $706,128 at 6%; with 50% employer match about $706,128 at 4% or $470,752 at 6%; with 100% employer match about $529,596 at 4% or $353,064 at 6%.