Civic Intelligence

Roberts & Spiegel LLP

Plan context: Roberts & Spiegel LLP Retirement Plan

EIN 48-1298897 • San Luis Obispo, CA • 18 filings • 4 plans

412 Marsh StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$864,465

2024 Contributions

$110,215

Historical Graphs

Total Assets Over Time

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

$4,466,379$2,233,190$0200720162024YearValue
$864,465Latest year 2024

Participants Over Time

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

1260200720162024YearValue
7Latest 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
202417$864,465$110,215$15,745iApproximate average salary by contribution assumption: employee only about $393,625 at 4% or $262,417 at 6%; with 50% employer match about $262,417 at 4% or $174,944 at 6%; with 100% employer match about $196,813 at 4% or $131,208 at 6%.
Roberts & Spiegel LLP Retirement Plan-7$864,465$110,215$15,745iApproximate average salary by contribution assumption: employee only about $393,625 at 4% or $262,417 at 6%; with 50% employer match about $262,417 at 4% or $174,944 at 6%; with 100% employer match about $196,813 at 4% or $131,208 at 6%.
202317$707,672$115,677$16,525iApproximate average salary by contribution assumption: employee only about $413,132 at 4% or $275,421 at 6%; with 50% employer match about $275,421 at 4% or $183,614 at 6%; with 100% employer match about $206,566 at 4% or $137,711 at 6%.
Roberts & Spiegel LLP Retirement Plan-7$707,672$115,677$16,525iApproximate average salary by contribution assumption: employee only about $413,132 at 4% or $275,421 at 6%; with 50% employer match about $275,421 at 4% or $183,614 at 6%; with 100% employer match about $206,566 at 4% or $137,711 at 6%.
202215$633,715$89,537$17,907iApproximate average salary by contribution assumption: employee only about $447,685 at 4% or $298,457 at 6%; with 50% employer match about $298,457 at 4% or $198,971 at 6%; with 100% employer match about $223,843 at 4% or $149,228 at 6%.
Roberts & Spiegel LLP Retirement Plan-5$633,715$89,537$17,907iApproximate average salary by contribution assumption: employee only about $447,685 at 4% or $298,457 at 6%; with 50% employer match about $298,457 at 4% or $198,971 at 6%; with 100% employer match about $223,843 at 4% or $149,228 at 6%.
202116$750,813$117,401$19,567iApproximate average salary by contribution assumption: employee only about $489,171 at 4% or $326,114 at 6%; with 50% employer match about $326,114 at 4% or $217,409 at 6%; with 100% employer match about $244,585 at 4% or $163,057 at 6%.
Roberts & Spiegel LLP Retirement Plan-6$750,813$117,401$19,567iApproximate average salary by contribution assumption: employee only about $489,171 at 4% or $326,114 at 6%; with 50% employer match about $326,114 at 4% or $217,409 at 6%; with 100% employer match about $244,585 at 4% or $163,057 at 6%.
202018$856,531$68,415$8,552iApproximate average salary by contribution assumption: employee only about $213,797 at 4% or $142,531 at 6%; with 50% employer match about $142,531 at 4% or $95,021 at 6%; with 100% employer match about $106,898 at 4% or $71,266 at 6%.
Roberts & Spiegel LLP Retirement Plan-8$856,531$68,415$8,552iApproximate average salary by contribution assumption: employee only about $213,797 at 4% or $142,531 at 6%; with 50% employer match about $142,531 at 4% or $95,021 at 6%; with 100% employer match about $106,898 at 4% or $71,266 at 6%.
201919$828,610$73,313$8,146iApproximate average salary by contribution assumption: employee only about $203,647 at 4% or $135,765 at 6%; with 50% employer match about $135,765 at 4% or $90,510 at 6%; with 100% employer match about $101,824 at 4% or $67,882 at 6%.
Roberts & Spiegel LLP Retirement Plan-9$828,610$73,313$8,146iApproximate average salary by contribution assumption: employee only about $203,647 at 4% or $135,765 at 6%; with 50% employer match about $135,765 at 4% or $90,510 at 6%; with 100% employer match about $101,824 at 4% or $67,882 at 6%.
2018110$662,134$67,255$6,726iApproximate average salary by contribution assumption: employee only about $168,138 at 4% or $112,092 at 6%; with 50% employer match about $112,092 at 4% or $74,728 at 6%; with 100% employer match about $84,069 at 4% or $56,046 at 6%.
Roberts & Spiegel LLP Retirement Plan-10$662,134$67,255$6,726iApproximate average salary by contribution assumption: employee only about $168,138 at 4% or $112,092 at 6%; with 50% employer match about $112,092 at 4% or $74,728 at 6%; with 100% employer match about $84,069 at 4% or $56,046 at 6%.
2017111$2,957,389$68,917$6,265iApproximate average salary by contribution assumption: employee only about $156,630 at 4% or $104,420 at 6%; with 50% employer match about $104,420 at 4% or $69,613 at 6%; with 100% employer match about $78,315 at 4% or $52,210 at 6%.
Roberts & Spiegel LLP Retirement Plan-11$2,957,389$68,917$6,265iApproximate average salary by contribution assumption: employee only about $156,630 at 4% or $104,420 at 6%; with 50% employer match about $104,420 at 4% or $69,613 at 6%; with 100% employer match about $78,315 at 4% or $52,210 at 6%.
2016112$3,069,226$63,614$5,301iApproximate average salary by contribution assumption: employee only about $132,529 at 4% or $88,353 at 6%; with 50% employer match about $88,353 at 4% or $58,902 at 6%; with 100% employer match about $66,265 at 4% or $44,176 at 6%.
Roberts & Spiegel LLP Retirement Plan-12$3,069,226$63,614$5,301iApproximate average salary by contribution assumption: employee only about $132,529 at 4% or $88,353 at 6%; with 50% employer match about $88,353 at 4% or $58,902 at 6%; with 100% employer match about $66,265 at 4% or $44,176 at 6%.
2015111$3,231,253$22,233$2,021iApproximate average salary by contribution assumption: employee only about $50,530 at 4% or $33,686 at 6%; with 50% employer match about $33,686 at 4% or $22,458 at 6%; with 100% employer match about $25,265 at 4% or $16,843 at 6%.
Roberts & Spiegel LLP Retirement Plan-11$3,231,253$22,233$2,021iApproximate average salary by contribution assumption: employee only about $50,530 at 4% or $33,686 at 6%; with 50% employer match about $33,686 at 4% or $22,458 at 6%; with 100% employer match about $25,265 at 4% or $16,843 at 6%.
2014111$4,466,379$116,615$10,601iApproximate average salary by contribution assumption: employee only about $265,034 at 4% or $176,689 at 6%; with 50% employer match about $176,689 at 4% or $117,793 at 6%; with 100% employer match about $132,517 at 4% or $88,345 at 6%.
Roberts & Spiegel LLP Retirement Plan-11$4,466,379$116,615$10,601iApproximate average salary by contribution assumption: employee only about $265,034 at 4% or $176,689 at 6%; with 50% employer match about $176,689 at 4% or $117,793 at 6%; with 100% employer match about $132,517 at 4% or $88,345 at 6%.
2013111$3,733,155$448,042$40,731iApproximate average salary by contribution assumption: employee only about $1,018,277 at 4% or $678,852 at 6%; with 50% employer match about $678,852 at 4% or $452,568 at 6%; with 100% employer match about $509,139 at 4% or $339,426 at 6%.
Roberts & Spiegel LLP Retirement Plan-11$3,733,155$448,042$40,731iApproximate average salary by contribution assumption: employee only about $1,018,277 at 4% or $678,852 at 6%; with 50% employer match about $678,852 at 4% or $452,568 at 6%; with 100% employer match about $509,139 at 4% or $339,426 at 6%.
2012112$3,286,399$159,888$13,324iApproximate average salary by contribution assumption: employee only about $333,100 at 4% or $222,067 at 6%; with 50% employer match about $222,067 at 4% or $148,044 at 6%; with 100% employer match about $166,550 at 4% or $111,033 at 6%.
Roberts & Spiegel LLP Retirement Plan-12$3,286,399$159,888$13,324iApproximate average salary by contribution assumption: employee only about $333,100 at 4% or $222,067 at 6%; with 50% employer match about $222,067 at 4% or $148,044 at 6%; with 100% employer match about $166,550 at 4% or $111,033 at 6%.
2011111$2,725,317$158,701$14,427iApproximate average salary by contribution assumption: employee only about $360,684 at 4% or $240,456 at 6%; with 50% employer match about $240,456 at 4% or $160,304 at 6%; with 100% employer match about $180,342 at 4% or $120,228 at 6%.
Roberts & Spiegel LLP Retirement Plan-11$2,725,317$158,701$14,427iApproximate average salary by contribution assumption: employee only about $360,684 at 4% or $240,456 at 6%; with 50% employer match about $240,456 at 4% or $160,304 at 6%; with 100% employer match about $180,342 at 4% or $120,228 at 6%.
201018$2,627,585$127,806$15,976iApproximate average salary by contribution assumption: employee only about $399,394 at 4% or $266,263 at 6%; with 50% employer match about $266,263 at 4% or $177,508 at 6%; with 100% employer match about $199,697 at 4% or $133,131 at 6%.
Roberts & Spiegel LLP Retirement Plan-8$2,627,585$127,806$15,976iApproximate average salary by contribution assumption: employee only about $399,394 at 4% or $266,263 at 6%; with 50% employer match about $266,263 at 4% or $177,508 at 6%; with 100% employer match about $199,697 at 4% or $133,131 at 6%.
2009110$1,992,858$165,720$16,572iApproximate average salary by contribution assumption: employee only about $414,300 at 4% or $276,200 at 6%; with 50% employer match about $276,200 at 4% or $184,133 at 6%; with 100% employer match about $207,150 at 4% or $138,100 at 6%.
Roberts & Spiegel LLP Retirement Plan-10$1,992,858$165,720$16,572iApproximate average salary by contribution assumption: employee only about $414,300 at 4% or $276,200 at 6%; with 50% employer match about $276,200 at 4% or $184,133 at 6%; with 100% employer match about $207,150 at 4% or $138,100 at 6%.
200819$1,581,915$124,802$13,867iApproximate average salary by contribution assumption: employee only about $346,672 at 4% or $231,115 at 6%; with 50% employer match about $231,115 at 4% or $154,077 at 6%; with 100% employer match about $173,336 at 4% or $115,557 at 6%.
Roberts & Spiegel LLP Retirement Plan-9$1,581,915$124,802$13,867iApproximate average salary by contribution assumption: employee only about $346,672 at 4% or $231,115 at 6%; with 50% employer match about $231,115 at 4% or $154,077 at 6%; with 100% employer match about $173,336 at 4% or $115,557 at 6%.
200719$1,436,720$122,982$13,665iApproximate average salary by contribution assumption: employee only about $341,617 at 4% or $227,744 at 6%; with 50% employer match about $227,744 at 4% or $151,830 at 6%; with 100% employer match about $170,808 at 4% or $113,872 at 6%.
Roberts & Spiegel LLP Retirement Plan-9$1,436,720$122,982$13,665iApproximate average salary by contribution assumption: employee only about $341,617 at 4% or $227,744 at 6%; with 50% employer match about $227,744 at 4% or $151,830 at 6%; with 100% employer match about $170,808 at 4% or $113,872 at 6%.