Civic Intelligence

Mcroberts & Associates PC.

Plan context: Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust

EIN 43-1713284 • Kansas City, MO • 14 filings • 4 plans

4520 Main St FL 7Kansas City, MO 64111
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$490,461

2024 Contributions

$128,743

Historical Graphs

Total Assets Over Time

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

$953,805$476,903$0201420192024YearValue
$490,461Latest year 2024

Participants Over Time

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

1370201420192024YearValue
8Latest 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
202418$490,461$128,743$16,093iApproximate average salary by contribution assumption: employee only about $402,322 at 4% or $268,215 at 6%; with 50% employer match about $268,215 at 4% or $178,810 at 6%; with 100% employer match about $201,161 at 4% or $134,107 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-8$490,461$128,743$16,093iApproximate average salary by contribution assumption: employee only about $402,322 at 4% or $268,215 at 6%; with 50% employer match about $268,215 at 4% or $178,810 at 6%; with 100% employer match about $201,161 at 4% or $134,107 at 6%.
202318$320,996$59,555$7,444iApproximate average salary by contribution assumption: employee only about $186,109 at 4% or $124,073 at 6%; with 50% employer match about $124,073 at 4% or $82,715 at 6%; with 100% employer match about $93,055 at 4% or $62,036 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-8$320,996$59,555$7,444iApproximate average salary by contribution assumption: employee only about $186,109 at 4% or $124,073 at 6%; with 50% employer match about $124,073 at 4% or $82,715 at 6%; with 100% employer match about $93,055 at 4% or $62,036 at 6%.
202217$224,974$18,007$2,572iApproximate average salary by contribution assumption: employee only about $64,311 at 4% or $42,874 at 6%; with 50% employer match about $42,874 at 4% or $28,583 at 6%; with 100% employer match about $32,155 at 4% or $21,437 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-7$224,974$18,007$2,572iApproximate average salary by contribution assumption: employee only about $64,311 at 4% or $42,874 at 6%; with 50% employer match about $42,874 at 4% or $28,583 at 6%; with 100% employer match about $32,155 at 4% or $21,437 at 6%.
202117$245,036$42,427$6,061iApproximate average salary by contribution assumption: employee only about $151,525 at 4% or $101,017 at 6%; with 50% employer match about $101,017 at 4% or $67,344 at 6%; with 100% employer match about $75,763 at 4% or $50,508 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-7$245,036$42,427$6,061iApproximate average salary by contribution assumption: employee only about $151,525 at 4% or $101,017 at 6%; with 50% employer match about $101,017 at 4% or $67,344 at 6%; with 100% employer match about $75,763 at 4% or $50,508 at 6%.
2020110$220,311$10,242$1,024iApproximate average salary by contribution assumption: employee only about $25,605 at 4% or $17,070 at 6%; with 50% employer match about $17,070 at 4% or $11,380 at 6%; with 100% employer match about $12,803 at 4% or $8,535 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-10$220,311$10,242$1,024iApproximate average salary by contribution assumption: employee only about $25,605 at 4% or $17,070 at 6%; with 50% employer match about $17,070 at 4% or $11,380 at 6%; with 100% employer match about $12,803 at 4% or $8,535 at 6%.
2019113$198,472$15,251$1,173iApproximate average salary by contribution assumption: employee only about $29,329 at 4% or $19,553 at 6%; with 50% employer match about $19,553 at 4% or $13,035 at 6%; with 100% employer match about $14,664 at 4% or $9,776 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-13$198,472$15,251$1,173iApproximate average salary by contribution assumption: employee only about $29,329 at 4% or $19,553 at 6%; with 50% employer match about $19,553 at 4% or $13,035 at 6%; with 100% employer match about $14,664 at 4% or $9,776 at 6%.
2018111$688,973$11,787$1,072iApproximate average salary by contribution assumption: employee only about $26,789 at 4% or $17,859 at 6%; with 50% employer match about $17,859 at 4% or $11,906 at 6%; with 100% employer match about $13,394 at 4% or $8,930 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-11$688,973$11,787$1,072iApproximate average salary by contribution assumption: employee only about $26,789 at 4% or $17,859 at 6%; with 50% employer match about $17,859 at 4% or $11,906 at 6%; with 100% employer match about $13,394 at 4% or $8,930 at 6%.
2017111$953,805$723,906$65,810iApproximate average salary by contribution assumption: employee only about $1,645,241 at 4% or $1,096,827 at 6%; with 50% employer match about $1,096,827 at 4% or $731,218 at 6%; with 100% employer match about $822,620 at 4% or $548,414 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-11$953,805$723,906$65,810iApproximate average salary by contribution assumption: employee only about $1,645,241 at 4% or $1,096,827 at 6%; with 50% employer match about $1,096,827 at 4% or $731,218 at 6%; with 100% employer match about $822,620 at 4% or $548,414 at 6%.
2016210$192,285$72,427$7,243iApproximate average salary by contribution assumption: employee only about $181,068 at 4% or $120,712 at 6%; with 50% employer match about $120,712 at 4% or $80,474 at 6%; with 100% employer match about $90,534 at 4% or $60,356 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-10$192,285$71,631$7,163iApproximate average salary by contribution assumption: employee only about $179,078 at 4% or $119,385 at 6%; with 50% employer match about $119,385 at 4% or $79,590 at 6%; with 100% employer match about $89,539 at 4% or $59,693 at 6%.
Mcroberts & Associates PC. Cash Balance Pension Plan and Trust-0$0$796-
201529$556,982$294,873$32,764iApproximate average salary by contribution assumption: employee only about $819,092 at 4% or $546,061 at 6%; with 50% employer match about $546,061 at 4% or $364,041 at 6%; with 100% employer match about $409,546 at 4% or $273,031 at 6%.
Mcroberts & Associates PC. Cash Balance Pension Plan and Trust-8$449,118$233,123$29,140iApproximate average salary by contribution assumption: employee only about $728,509 at 4% or $485,673 at 6%; with 50% employer match about $485,673 at 4% or $323,782 at 6%; with 100% employer match about $364,255 at 4% or $242,836 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-9$107,864$61,750$6,861iApproximate average salary by contribution assumption: employee only about $171,528 at 4% or $114,352 at 6%; with 50% employer match about $114,352 at 4% or $76,235 at 6%; with 100% employer match about $85,764 at 4% or $57,176 at 6%.
201429$259,618$259,618$28,846iApproximate average salary by contribution assumption: employee only about $721,161 at 4% or $480,774 at 6%; with 50% employer match about $480,774 at 4% or $320,516 at 6%; with 100% employer match about $360,581 at 4% or $240,387 at 6%.
Mcroberts & Associates PC. Cash Balance Pension Plan and Trust-9$214,800$214,800$23,867iApproximate average salary by contribution assumption: employee only about $596,667 at 4% or $397,778 at 6%; with 50% employer match about $397,778 at 4% or $265,185 at 6%; with 100% employer match about $298,333 at 4% or $198,889 at 6%.
Mcroberts & Associates PC. 401(K) Profit Sharing Plan and Trust-9$44,818$44,818$4,980iApproximate average salary by contribution assumption: employee only about $124,494 at 4% or $82,996 at 6%; with 50% employer match about $82,996 at 4% or $55,331 at 6%; with 100% employer match about $62,247 at 4% or $41,498 at 6%.