Civic Intelligence

Roberts Equities LLC

Plan context: Lucille Roberts Health Clubs 401(K) Plan

EIN 46-4166744 • Boca Raton, FL • 9 filings • 2 plans

8903 Glades RdUnit A-14Boca Raton, FL 33434
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,122,359

2025 Contributions

$60,000

Historical Graphs

Total Assets Over Time

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

$2,202,747$1,101,374$0201720212025YearValue
$1,122,359Latest year 2025

Participants Over Time

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

1790201720212025YearValue
8Latest 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
202518$1,122,359$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-8$1,122,359$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
202418$1,036,939$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-8$1,036,939$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
202318$955,872$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-8$955,872$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
2022112$1,697,267$54,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-12$1,697,267$54,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
2021113$2,202,747$52,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-13$2,202,747$52,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
2020113$1,998,958$52,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-13$1,998,958$52,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
2019114$1,922,979$49,920$3,566iApproximate average salary by contribution assumption: employee only about $89,143 at 4% or $59,429 at 6%; with 50% employer match about $59,429 at 4% or $39,619 at 6%; with 100% employer match about $44,571 at 4% or $29,714 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-14$1,922,979$49,920$3,566iApproximate average salary by contribution assumption: employee only about $89,143 at 4% or $59,429 at 6%; with 50% employer match about $59,429 at 4% or $39,619 at 6%; with 100% employer match about $44,571 at 4% or $29,714 at 6%.
2018117$2,008,305$93,500$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-17$2,008,305$93,500$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
201717$2,074,356$123,724$17,675iApproximate average salary by contribution assumption: employee only about $441,871 at 4% or $294,581 at 6%; with 50% employer match about $294,581 at 4% or $196,387 at 6%; with 100% employer match about $220,936 at 4% or $147,290 at 6%.
Lucille Roberts Health Clubs 401(K) Plan-7$2,074,356$123,724$17,675iApproximate average salary by contribution assumption: employee only about $441,871 at 4% or $294,581 at 6%; with 50% employer match about $294,581 at 4% or $196,387 at 6%; with 100% employer match about $220,936 at 4% or $147,290 at 6%.