Civic Intelligence

Terry Roberts Site Work Inc.

Plan context: TERRY ROBERTS SITE WORK 401(K) PLAN

EIN 43-1953719 • St. Cloud, FL • 9 filings • 3 plans

1491 Orange AveSt. Cloud, FL 34769
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$639,378

2024 Contributions

$332,695

Historical Graphs

Total Assets Over Time

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

$1,137,921$568,961$0202120232024YearValue
$639,378Latest year 2024

Participants Over Time

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

23120202120232024YearValue
23Latest 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
2024323$639,378$332,695$14,465iApproximate average salary by contribution assumption: employee only about $361,625 at 4% or $241,083 at 6%; with 50% employer match about $241,083 at 4% or $160,722 at 6%; with 100% employer match about $180,813 at 4% or $120,542 at 6%.
TERRY ROBERTS SITE WORK 401(K) PLAN-23$443,450$136,767$5,946iApproximate average salary by contribution assumption: employee only about $148,660 at 4% or $99,107 at 6%; with 50% employer match about $99,107 at 4% or $66,071 at 6%; with 100% employer match about $74,330 at 4% or $49,553 at 6%.
TERRY ROBERTS SITE WORK CASH BALANCE PLAN-14$195,928$195,928$13,995iApproximate average salary by contribution assumption: employee only about $349,871 at 4% or $233,248 at 6%; with 50% employer match about $233,248 at 4% or $155,498 at 6%; with 100% employer match about $174,936 at 4% or $116,624 at 6%.
Terry Roberts Site Work Inc. Cash Balance Plan-0---
2023218$1,137,921$77,416$4,301iApproximate average salary by contribution assumption: employee only about $107,522 at 4% or $71,681 at 6%; with 50% employer match about $71,681 at 4% or $47,788 at 6%; with 100% employer match about $53,761 at 4% or $35,841 at 6%.
Terry Roberts Site Work Inc. Cash Balance Plan-8$855,576--
TERRY ROBERTS SITE WORK 401(K) PLAN-18$282,345$77,416$4,301iApproximate average salary by contribution assumption: employee only about $107,522 at 4% or $71,681 at 6%; with 50% employer match about $71,681 at 4% or $47,788 at 6%; with 100% employer match about $53,761 at 4% or $35,841 at 6%.
2022217$1,056,597$437,799$25,753iApproximate average salary by contribution assumption: employee only about $643,822 at 4% or $429,215 at 6%; with 50% employer match about $429,215 at 4% or $286,143 at 6%; with 100% employer match about $321,911 at 4% or $214,607 at 6%.
Terry Roberts Site Work Inc. Cash Balance Plan-8$874,584$400,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
TERRY ROBERTS SITE WORK 401(K) PLAN-17$182,013$37,799$2,223iApproximate average salary by contribution assumption: employee only about $55,587 at 4% or $37,058 at 6%; with 50% employer match about $37,058 at 4% or $24,705 at 6%; with 100% employer match about $27,793 at 4% or $18,529 at 6%.
2021217$655,146$595,477$35,028iApproximate average salary by contribution assumption: employee only about $875,701 at 4% or $583,801 at 6%; with 50% employer match about $583,801 at 4% or $389,201 at 6%; with 100% employer match about $437,851 at 4% or $291,900 at 6%.
Terry Roberts Site Work Inc. Cash Balance Plan-8$494,759$494,761$61,845iApproximate average salary by contribution assumption: employee only about $1,546,128 at 4% or $1,030,752 at 6%; with 50% employer match about $1,030,752 at 4% or $687,168 at 6%; with 100% employer match about $773,064 at 4% or $515,376 at 6%.
TERRY ROBERTS SITE WORK 401(K) PLAN-17$160,387$100,716$5,924iApproximate average salary by contribution assumption: employee only about $148,112 at 4% or $98,741 at 6%; with 50% employer match about $98,741 at 4% or $65,827 at 6%; with 100% employer match about $74,056 at 4% or $49,371 at 6%.