Civic Intelligence

Robert Taylor Associates

Plan context: Robert Taylor & Associates 401K Plan

EIN 56-1244771 • Chapel Hill, NC • 11 filings • 3 plans

251 S. Elliot RoadChapel Hill, NC 27514
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$743,001

2009 Contributions

$3,219

Historical Graphs

Total Assets Over Time

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

$1,141,802$570,901$0199920052008YearValue
$743,001Latest year 2008

Participants Over Time

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

530199920042008YearValue
4Latest year 2008

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
200910$0$3,219-
Robert Taylor & Associates 401K Plan-0$0$3,219-
200814$743,001$16,526$4,132iApproximate average salary by contribution assumption: employee only about $103,288 at 4% or $68,858 at 6%; with 50% employer match about $68,858 at 4% or $45,906 at 6%; with 100% employer match about $51,644 at 4% or $34,429 at 6%.
Robert Taylor & Associates 401K Plan-4$743,001$16,526$4,132iApproximate average salary by contribution assumption: employee only about $103,288 at 4% or $68,858 at 6%; with 50% employer match about $68,858 at 4% or $45,906 at 6%; with 100% employer match about $51,644 at 4% or $34,429 at 6%.
200714$1,141,802$31,540$7,885iApproximate average salary by contribution assumption: employee only about $197,125 at 4% or $131,417 at 6%; with 50% employer match about $131,417 at 4% or $87,611 at 6%; with 100% employer match about $98,563 at 4% or $65,708 at 6%.
Robert Taylor & Associates 401K Plan-4$1,141,802$31,540$7,885iApproximate average salary by contribution assumption: employee only about $197,125 at 4% or $131,417 at 6%; with 50% employer match about $131,417 at 4% or $87,611 at 6%; with 100% employer match about $98,563 at 4% or $65,708 at 6%.
200614$1,048,966$15,468$3,867iApproximate average salary by contribution assumption: employee only about $96,675 at 4% or $64,450 at 6%; with 50% employer match about $64,450 at 4% or $42,967 at 6%; with 100% employer match about $48,338 at 4% or $32,225 at 6%.
Robert Taylor & Associates 401K Plan-4$1,048,966$15,468$3,867iApproximate average salary by contribution assumption: employee only about $96,675 at 4% or $64,450 at 6%; with 50% employer match about $64,450 at 4% or $42,967 at 6%; with 100% employer match about $48,338 at 4% or $32,225 at 6%.
200515$922,308$46,192$9,238iApproximate average salary by contribution assumption: employee only about $230,960 at 4% or $153,973 at 6%; with 50% employer match about $153,973 at 4% or $102,649 at 6%; with 100% employer match about $115,480 at 4% or $76,987 at 6%.
Robert Taylor & Associates 401K Plan-5$922,308$46,192$9,238iApproximate average salary by contribution assumption: employee only about $230,960 at 4% or $153,973 at 6%; with 50% employer match about $153,973 at 4% or $102,649 at 6%; with 100% employer match about $115,480 at 4% or $76,987 at 6%.
200415$921,692$853,709$170,742iApproximate average salary by contribution assumption: employee only about $4,268,545 at 4% or $2,845,697 at 6%; with 50% employer match about $2,845,697 at 4% or $1,897,131 at 6%; with 100% employer match about $2,134,273 at 4% or $1,422,848 at 6%.
Robert Taylor & Associates 401K Plan-5$921,692$853,709$170,742iApproximate average salary by contribution assumption: employee only about $4,268,545 at 4% or $2,845,697 at 6%; with 50% employer match about $2,845,697 at 4% or $1,897,131 at 6%; with 100% employer match about $2,134,273 at 4% or $1,422,848 at 6%.
200310$0$0-
Robert Taylor Associates Retirement Plan-0---
200214$674,115$272,832$68,208iApproximate average salary by contribution assumption: employee only about $1,705,200 at 4% or $1,136,800 at 6%; with 50% employer match about $1,136,800 at 4% or $757,867 at 6%; with 100% employer match about $852,600 at 4% or $568,400 at 6%.
Robert Taylor Associates Retirement Plan-4$674,115$272,832$68,208iApproximate average salary by contribution assumption: employee only about $1,705,200 at 4% or $1,136,800 at 6%; with 50% employer match about $1,136,800 at 4% or $757,867 at 6%; with 100% employer match about $852,600 at 4% or $568,400 at 6%.
200114$0$0-
Robert Taylor Associates Retirement Plan-4---
200013$0$0-
Robert Taylor Associates Retirement Plan-3---
199913$427,704$128,998$42,999iApproximate average salary by contribution assumption: employee only about $1,074,983 at 4% or $716,656 at 6%; with 50% employer match about $716,656 at 4% or $477,770 at 6%; with 100% employer match about $537,492 at 4% or $358,328 at 6%.
Robert Taylor Associates Retirement Plan-3$427,704$128,998$42,999iApproximate average salary by contribution assumption: employee only about $1,074,983 at 4% or $716,656 at 6%; with 50% employer match about $716,656 at 4% or $477,770 at 6%; with 100% employer match about $537,492 at 4% or $358,328 at 6%.