Civic Intelligence

Roberts & Durkee, P.A.

Plan context: Roberts & Durkee, P. a. 401(K) Plan

EIN 54-2180574 • Coral Gables, FL • 16 filings • 4 plans

113 Almeria Ave.Coral Gables, FL 33134
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,030,845

2024 Contributions

$62,730

Historical Graphs

Total Assets Over Time

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

$1,030,845$515,423$0200920172024YearValue
$1,030,845Latest year 2024

Participants Over Time

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

630200920172024YearValue
2Latest 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
202412$1,030,845$62,730$31,365iApproximate average salary by contribution assumption: employee only about $784,125 at 4% or $522,750 at 6%; with 50% employer match about $522,750 at 4% or $348,500 at 6%; with 100% employer match about $392,063 at 4% or $261,375 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-2$1,030,845$62,730$31,365iApproximate average salary by contribution assumption: employee only about $784,125 at 4% or $522,750 at 6%; with 50% employer match about $522,750 at 4% or $348,500 at 6%; with 100% employer match about $392,063 at 4% or $261,375 at 6%.
202312$831,745$49,200$24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-2$831,745$49,200$24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%.
202212$674,059$53,665$26,833iApproximate average salary by contribution assumption: employee only about $670,813 at 4% or $447,208 at 6%; with 50% employer match about $447,208 at 4% or $298,139 at 6%; with 100% employer match about $335,406 at 4% or $223,604 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-2$674,059$53,665$26,833iApproximate average salary by contribution assumption: employee only about $670,813 at 4% or $447,208 at 6%; with 50% employer match about $447,208 at 4% or $298,139 at 6%; with 100% employer match about $335,406 at 4% or $223,604 at 6%.
202112$765,490$0-
Roberts & Durkee, P. a. 401(K) Plan-2$765,490--
202012$695,315$46,928$23,464iApproximate average salary by contribution assumption: employee only about $586,600 at 4% or $391,067 at 6%; with 50% employer match about $391,067 at 4% or $260,711 at 6%; with 100% employer match about $293,300 at 4% or $195,533 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-2$695,315$46,928$23,464iApproximate average salary by contribution assumption: employee only about $586,600 at 4% or $391,067 at 6%; with 50% employer match about $391,067 at 4% or $260,711 at 6%; with 100% employer match about $293,300 at 4% or $195,533 at 6%.
201913$558,639$46,840$15,613iApproximate average salary by contribution assumption: employee only about $390,333 at 4% or $260,222 at 6%; with 50% employer match about $260,222 at 4% or $173,481 at 6%; with 100% employer match about $195,167 at 4% or $130,111 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-3$558,639$46,840$15,613iApproximate average salary by contribution assumption: employee only about $390,333 at 4% or $260,222 at 6%; with 50% employer match about $260,222 at 4% or $173,481 at 6%; with 100% employer match about $195,167 at 4% or $130,111 at 6%.
201813$443,488$88,371$29,457iApproximate average salary by contribution assumption: employee only about $736,425 at 4% or $490,950 at 6%; with 50% employer match about $490,950 at 4% or $327,300 at 6%; with 100% employer match about $368,213 at 4% or $245,475 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-3$443,488$88,371$29,457iApproximate average salary by contribution assumption: employee only about $736,425 at 4% or $490,950 at 6%; with 50% employer match about $490,950 at 4% or $327,300 at 6%; with 100% employer match about $368,213 at 4% or $245,475 at 6%.
201713$450,551$39,659$13,220iApproximate average salary by contribution assumption: employee only about $330,492 at 4% or $220,328 at 6%; with 50% employer match about $220,328 at 4% or $146,885 at 6%; with 100% employer match about $165,246 at 4% or $110,164 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-3$450,551$39,659$13,220iApproximate average salary by contribution assumption: employee only about $330,492 at 4% or $220,328 at 6%; with 50% employer match about $220,328 at 4% or $146,885 at 6%; with 100% employer match about $165,246 at 4% or $110,164 at 6%.
201613$375,601$72,660$24,220iApproximate average salary by contribution assumption: employee only about $605,500 at 4% or $403,667 at 6%; with 50% employer match about $403,667 at 4% or $269,111 at 6%; with 100% employer match about $302,750 at 4% or $201,833 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-3$375,601$72,660$24,220iApproximate average salary by contribution assumption: employee only about $605,500 at 4% or $403,667 at 6%; with 50% employer match about $403,667 at 4% or $269,111 at 6%; with 100% employer match about $302,750 at 4% or $201,833 at 6%.
201513$292,602$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-3$292,602$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
201412$265,555$34,540$17,270iApproximate average salary by contribution assumption: employee only about $431,750 at 4% or $287,833 at 6%; with 50% employer match about $287,833 at 4% or $191,889 at 6%; with 100% employer match about $215,875 at 4% or $143,917 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-2$265,555$34,540$17,270iApproximate average salary by contribution assumption: employee only about $431,750 at 4% or $287,833 at 6%; with 50% employer match about $287,833 at 4% or $191,889 at 6%; with 100% employer match about $215,875 at 4% or $143,917 at 6%.
201315$254,856$16,223$3,245iApproximate average salary by contribution assumption: employee only about $81,115 at 4% or $54,077 at 6%; with 50% employer match about $54,077 at 4% or $36,051 at 6%; with 100% employer match about $40,558 at 4% or $27,038 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-5$254,856$16,223$3,245iApproximate average salary by contribution assumption: employee only about $81,115 at 4% or $54,077 at 6%; with 50% employer match about $54,077 at 4% or $36,051 at 6%; with 100% employer match about $40,558 at 4% or $27,038 at 6%.
201216$222,207$56,620$9,437iApproximate average salary by contribution assumption: employee only about $235,917 at 4% or $157,278 at 6%; with 50% employer match about $157,278 at 4% or $104,852 at 6%; with 100% employer match about $117,958 at 4% or $78,639 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-6$222,207$56,620$9,437iApproximate average salary by contribution assumption: employee only about $235,917 at 4% or $157,278 at 6%; with 50% employer match about $157,278 at 4% or $104,852 at 6%; with 100% employer match about $117,958 at 4% or $78,639 at 6%.
201114$172,750$13,297$3,324iApproximate average salary by contribution assumption: employee only about $83,106 at 4% or $55,404 at 6%; with 50% employer match about $55,404 at 4% or $36,936 at 6%; with 100% employer match about $41,553 at 4% or $27,702 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-4$172,750$13,297$3,324iApproximate average salary by contribution assumption: employee only about $83,106 at 4% or $55,404 at 6%; with 50% employer match about $55,404 at 4% or $36,936 at 6%; with 100% employer match about $41,553 at 4% or $27,702 at 6%.
201014$162,290$59,617$14,904iApproximate average salary by contribution assumption: employee only about $372,606 at 4% or $248,404 at 6%; with 50% employer match about $248,404 at 4% or $165,603 at 6%; with 100% employer match about $186,303 at 4% or $124,202 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-4$162,290$59,617$14,904iApproximate average salary by contribution assumption: employee only about $372,606 at 4% or $248,404 at 6%; with 50% employer match about $248,404 at 4% or $165,603 at 6%; with 100% employer match about $186,303 at 4% or $124,202 at 6%.
200914$94,823$35,100$8,775iApproximate average salary by contribution assumption: employee only about $219,375 at 4% or $146,250 at 6%; with 50% employer match about $146,250 at 4% or $97,500 at 6%; with 100% employer match about $109,688 at 4% or $73,125 at 6%.
Roberts & Durkee, P. a. 401(K) Plan-4$94,823$35,100$8,775iApproximate average salary by contribution assumption: employee only about $219,375 at 4% or $146,250 at 6%; with 50% employer match about $146,250 at 4% or $97,500 at 6%; with 100% employer match about $109,688 at 4% or $73,125 at 6%.