Civic Intelligence

Robert J. Robertory

Plan context: Robert J. Robertory 401(K) Profit Sharing Plan

EIN 54-1629624 • Fairfax, VA • 12 filings • 2 plans

10306 Easton PlaceSuite 420Fairfax, VA 22030
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,280,893

2025 Contributions

$158,294

Historical Graphs

Total Assets Over Time

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

$3,280,893$1,640,447$0201420202025YearValue
$3,280,893Latest year 2025

Participants Over Time

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

420201420202025YearValue
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
202513$3,280,893$158,294$52,765iApproximate average salary by contribution assumption: employee only about $1,319,117 at 4% or $879,411 at 6%; with 50% employer match about $879,411 at 4% or $586,274 at 6%; with 100% employer match about $659,558 at 4% or $439,706 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-3$3,280,893$158,294$52,765iApproximate average salary by contribution assumption: employee only about $1,319,117 at 4% or $879,411 at 6%; with 50% employer match about $879,411 at 4% or $586,274 at 6%; with 100% employer match about $659,558 at 4% or $439,706 at 6%.
202413$2,680,772$107,000$35,667iApproximate average salary by contribution assumption: employee only about $891,667 at 4% or $594,444 at 6%; with 50% employer match about $594,444 at 4% or $396,296 at 6%; with 100% employer match about $445,833 at 4% or $297,222 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-3$2,680,772$107,000$35,667iApproximate average salary by contribution assumption: employee only about $891,667 at 4% or $594,444 at 6%; with 50% employer match about $594,444 at 4% or $396,296 at 6%; with 100% employer match about $445,833 at 4% or $297,222 at 6%.
202313$2,286,489$143,435$47,812iApproximate average salary by contribution assumption: employee only about $1,195,292 at 4% or $796,861 at 6%; with 50% employer match about $796,861 at 4% or $531,241 at 6%; with 100% employer match about $597,646 at 4% or $398,431 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-3$2,286,489$143,435$47,812iApproximate average salary by contribution assumption: employee only about $1,195,292 at 4% or $796,861 at 6%; with 50% employer match about $796,861 at 4% or $531,241 at 6%; with 100% employer match about $597,646 at 4% or $398,431 at 6%.
202213$1,826,316$135,293$45,098iApproximate average salary by contribution assumption: employee only about $1,127,442 at 4% or $751,628 at 6%; with 50% employer match about $751,628 at 4% or $501,085 at 6%; with 100% employer match about $563,721 at 4% or $375,814 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-3$1,826,316$135,293$45,098iApproximate average salary by contribution assumption: employee only about $1,127,442 at 4% or $751,628 at 6%; with 50% employer match about $751,628 at 4% or $501,085 at 6%; with 100% employer match about $563,721 at 4% or $375,814 at 6%.
202114$2,019,113$128,300$32,075iApproximate average salary by contribution assumption: employee only about $801,875 at 4% or $534,583 at 6%; with 50% employer match about $534,583 at 4% or $356,389 at 6%; with 100% employer match about $400,938 at 4% or $267,292 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-4$2,019,113$128,300$32,075iApproximate average salary by contribution assumption: employee only about $801,875 at 4% or $534,583 at 6%; with 50% employer match about $534,583 at 4% or $356,389 at 6%; with 100% employer match about $400,938 at 4% or $267,292 at 6%.
202013$1,625,716$98,170$32,723iApproximate average salary by contribution assumption: employee only about $818,083 at 4% or $545,389 at 6%; with 50% employer match about $545,389 at 4% or $363,593 at 6%; with 100% employer match about $409,042 at 4% or $272,694 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-3$1,625,716$98,170$32,723iApproximate average salary by contribution assumption: employee only about $818,083 at 4% or $545,389 at 6%; with 50% employer match about $545,389 at 4% or $363,593 at 6%; with 100% employer match about $409,042 at 4% or $272,694 at 6%.
201912$1,316,584$62,463$31,232iApproximate average salary by contribution assumption: employee only about $780,788 at 4% or $520,525 at 6%; with 50% employer match about $520,525 at 4% or $347,017 at 6%; with 100% employer match about $390,394 at 4% or $260,263 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-2$1,316,584$62,463$31,232iApproximate average salary by contribution assumption: employee only about $780,788 at 4% or $520,525 at 6%; with 50% employer match about $520,525 at 4% or $347,017 at 6%; with 100% employer match about $390,394 at 4% or $260,263 at 6%.
201811$1,013,896$61,629$61,629iApproximate average salary by contribution assumption: employee only about $1,540,725 at 4% or $1,027,150 at 6%; with 50% employer match about $1,027,150 at 4% or $684,767 at 6%; with 100% employer match about $770,363 at 4% or $513,575 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-1$1,013,896$61,629$61,629iApproximate average salary by contribution assumption: employee only about $1,540,725 at 4% or $1,027,150 at 6%; with 50% employer match about $1,027,150 at 4% or $684,767 at 6%; with 100% employer match about $770,363 at 4% or $513,575 at 6%.
201712$1,062,004$69,956$34,978iApproximate average salary by contribution assumption: employee only about $874,450 at 4% or $582,967 at 6%; with 50% employer match about $582,967 at 4% or $388,644 at 6%; with 100% employer match about $437,225 at 4% or $291,483 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-2$1,062,004$69,956$34,978iApproximate average salary by contribution assumption: employee only about $874,450 at 4% or $582,967 at 6%; with 50% employer match about $582,967 at 4% or $388,644 at 6%; with 100% employer match about $437,225 at 4% or $291,483 at 6%.
201612$839,892$68,144$34,072iApproximate average salary by contribution assumption: employee only about $851,800 at 4% or $567,867 at 6%; with 50% employer match about $567,867 at 4% or $378,578 at 6%; with 100% employer match about $425,900 at 4% or $283,933 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-2$839,892$68,144$34,072iApproximate average salary by contribution assumption: employee only about $851,800 at 4% or $567,867 at 6%; with 50% employer match about $567,867 at 4% or $378,578 at 6%; with 100% employer match about $425,900 at 4% or $283,933 at 6%.
201512$716,724$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-2$716,724$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
201412$681,373$664,185$332,093iApproximate average salary by contribution assumption: employee only about $8,302,313 at 4% or $5,534,875 at 6%; with 50% employer match about $5,534,875 at 4% or $3,689,917 at 6%; with 100% employer match about $4,151,156 at 4% or $2,767,438 at 6%.
Robert J. Robertory 401(K) Profit Sharing Plan-2$681,373$664,185$332,093iApproximate average salary by contribution assumption: employee only about $8,302,313 at 4% or $5,534,875 at 6%; with 50% employer match about $5,534,875 at 4% or $3,689,917 at 6%; with 100% employer match about $4,151,156 at 4% or $2,767,438 at 6%.