Civic Intelligence

Roberts Capital Advisors LLC

Plan context: Roberts Capital Advisors LLC Defined Benefit Plan

EIN 46-2523926 • Denver, CO • 8 filings • 2 plans

700 17th StreetSuite 1700Denver, CO 80202
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,264,012

2025 Contributions

$470,731

Historical Graphs

Total Assets Over Time

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

$2,264,012$1,132,006$0202220242025YearValue
$2,264,012Latest year 2025

Participants Over Time

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

320202220242025YearValue
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
202523$2,264,012$470,731$156,910iApproximate average salary by contribution assumption: employee only about $3,922,758 at 4% or $2,615,172 at 6%; with 50% employer match about $2,615,172 at 4% or $1,743,448 at 6%; with 100% employer match about $1,961,379 at 4% or $1,307,586 at 6%.
Roberts Capital Advisors LLC Defined Benefit Plan-3$1,792,280$406,027$135,342iApproximate average salary by contribution assumption: employee only about $3,383,558 at 4% or $2,255,706 at 6%; with 50% employer match about $2,255,706 at 4% or $1,503,804 at 6%; with 100% employer match about $1,691,779 at 4% or $1,127,853 at 6%.
ROBERTS CAPITAL ADVISORS LLC 401(K) SAVINGS PLAN-3$471,732$64,704$21,568iApproximate average salary by contribution assumption: employee only about $539,200 at 4% or $359,467 at 6%; with 50% employer match about $359,467 at 4% or $239,644 at 6%; with 100% employer match about $269,600 at 4% or $179,733 at 6%.
202423$1,518,135$190,491$63,497iApproximate average salary by contribution assumption: employee only about $1,587,425 at 4% or $1,058,283 at 6%; with 50% employer match about $1,058,283 at 4% or $705,522 at 6%; with 100% employer match about $793,713 at 4% or $529,142 at 6%.
Roberts Capital Advisors LLC Defined Benefit Plan-3$1,174,621$114,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
ROBERTS CAPITAL ADVISORS LLC 401(K) SAVINGS PLAN-3$343,514$76,491$25,497iApproximate average salary by contribution assumption: employee only about $637,425 at 4% or $424,950 at 6%; with 50% employer match about $424,950 at 4% or $283,300 at 6%; with 100% employer match about $318,713 at 4% or $212,475 at 6%.
202323$1,059,766$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Roberts Capital Advisors LLC Defined Benefit Plan-2$849,883$0-
ROBERTS CAPITAL ADVISORS LLC 401(K) SAVINGS PLAN-3$209,883$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
202223$778,662$61,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Roberts Capital Advisors LLC Defined Benefit Plan-2$674,539--
ROBERTS CAPITAL ADVISORS LLC 401(K) SAVINGS PLAN-3$104,123$61,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.