Roberts & Stevens, P.A.
Plan context: Roberts & Stevens, P.A. Profit Sharing Plan
EIN 56-1476351 • Asheville, NC • 32 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
51
2025 Assets
$27,077,355
2025 Contributions
$996,421
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 51 | $27,077,355 | $996,421 | $19,538iApproximate average salary by contribution assumption: employee only about $488,442 at 4% or $325,628 at 6%; with 50% employer match about $325,628 at 4% or $217,085 at 6%; with 100% employer match about $244,221 at 4% or $162,814 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 51 | $27,077,355 | $996,421 | $19,538iApproximate average salary by contribution assumption: employee only about $488,442 at 4% or $325,628 at 6%; with 50% employer match about $325,628 at 4% or $217,085 at 6%; with 100% employer match about $244,221 at 4% or $162,814 at 6%. |
| 2024 | 1 | 50 | $23,004,794 | $699,114 | $13,982iApproximate average salary by contribution assumption: employee only about $349,557 at 4% or $233,038 at 6%; with 50% employer match about $233,038 at 4% or $155,359 at 6%; with 100% employer match about $174,779 at 4% or $116,519 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 50 | $23,004,794 | $699,114 | $13,982iApproximate average salary by contribution assumption: employee only about $349,557 at 4% or $233,038 at 6%; with 50% employer match about $233,038 at 4% or $155,359 at 6%; with 100% employer match about $174,779 at 4% or $116,519 at 6%. |
| 2023 | 1 | 53 | $22,079,264 | $800,596 | $15,106iApproximate average salary by contribution assumption: employee only about $377,640 at 4% or $251,760 at 6%; with 50% employer match about $251,760 at 4% or $167,840 at 6%; with 100% employer match about $188,820 at 4% or $125,880 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 53 | $22,079,264 | $800,596 | $15,106iApproximate average salary by contribution assumption: employee only about $377,640 at 4% or $251,760 at 6%; with 50% employer match about $251,760 at 4% or $167,840 at 6%; with 100% employer match about $188,820 at 4% or $125,880 at 6%. |
| 2022 | 1 | 49 | $17,955,029 | $767,310 | $15,659iApproximate average salary by contribution assumption: employee only about $391,485 at 4% or $260,990 at 6%; with 50% employer match about $260,990 at 4% or $173,993 at 6%; with 100% employer match about $195,742 at 4% or $130,495 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 49 | $17,955,029 | $767,310 | $15,659iApproximate average salary by contribution assumption: employee only about $391,485 at 4% or $260,990 at 6%; with 50% employer match about $260,990 at 4% or $173,993 at 6%; with 100% employer match about $195,742 at 4% or $130,495 at 6%. |
| 2021 | 1 | 45 | $22,129,065 | $686,545 | $15,257iApproximate average salary by contribution assumption: employee only about $381,414 at 4% or $254,276 at 6%; with 50% employer match about $254,276 at 4% or $169,517 at 6%; with 100% employer match about $190,707 at 4% or $127,138 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 45 | $22,129,065 | $686,545 | $15,257iApproximate average salary by contribution assumption: employee only about $381,414 at 4% or $254,276 at 6%; with 50% employer match about $254,276 at 4% or $169,517 at 6%; with 100% employer match about $190,707 at 4% or $127,138 at 6%. |
| 2020 | 1 | 54 | $22,457,679 | $742,965 | $13,759iApproximate average salary by contribution assumption: employee only about $343,965 at 4% or $229,310 at 6%; with 50% employer match about $229,310 at 4% or $152,873 at 6%; with 100% employer match about $171,983 at 4% or $114,655 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 54 | $22,457,679 | $742,965 | $13,759iApproximate average salary by contribution assumption: employee only about $343,965 at 4% or $229,310 at 6%; with 50% employer match about $229,310 at 4% or $152,873 at 6%; with 100% employer match about $171,983 at 4% or $114,655 at 6%. |
| 2019 | 1 | 48 | $19,069,988 | $679,182 | $14,150iApproximate average salary by contribution assumption: employee only about $353,741 at 4% or $235,827 at 6%; with 50% employer match about $235,827 at 4% or $157,218 at 6%; with 100% employer match about $176,870 at 4% or $117,914 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 48 | $19,069,988 | $679,182 | $14,150iApproximate average salary by contribution assumption: employee only about $353,741 at 4% or $235,827 at 6%; with 50% employer match about $235,827 at 4% or $157,218 at 6%; with 100% employer match about $176,870 at 4% or $117,914 at 6%. |
| 2018 | 1 | 51 | $16,758,187 | $691,137 | $13,552iApproximate average salary by contribution assumption: employee only about $338,793 at 4% or $225,862 at 6%; with 50% employer match about $225,862 at 4% or $150,575 at 6%; with 100% employer match about $169,396 at 4% or $112,931 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 51 | $16,758,187 | $691,137 | $13,552iApproximate average salary by contribution assumption: employee only about $338,793 at 4% or $225,862 at 6%; with 50% employer match about $225,862 at 4% or $150,575 at 6%; with 100% employer match about $169,396 at 4% or $112,931 at 6%. |
| 2017 | 1 | 57 | $18,167,689 | $652,824 | $11,453iApproximate average salary by contribution assumption: employee only about $286,326 at 4% or $190,884 at 6%; with 50% employer match about $190,884 at 4% or $127,256 at 6%; with 100% employer match about $143,163 at 4% or $95,442 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 57 | $18,167,689 | $652,824 | $11,453iApproximate average salary by contribution assumption: employee only about $286,326 at 4% or $190,884 at 6%; with 50% employer match about $190,884 at 4% or $127,256 at 6%; with 100% employer match about $143,163 at 4% or $95,442 at 6%. |
| 2016 | 1 | 58 | $16,105,328 | $687,929 | $11,861iApproximate average salary by contribution assumption: employee only about $296,521 at 4% or $197,681 at 6%; with 50% employer match about $197,681 at 4% or $131,787 at 6%; with 100% employer match about $148,261 at 4% or $98,840 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 58 | $16,105,328 | $687,929 | $11,861iApproximate average salary by contribution assumption: employee only about $296,521 at 4% or $197,681 at 6%; with 50% employer match about $197,681 at 4% or $131,787 at 6%; with 100% employer match about $148,261 at 4% or $98,840 at 6%. |
| 2015 | 1 | 61 | $15,910,862 | $735,133 | $12,051iApproximate average salary by contribution assumption: employee only about $301,284 at 4% or $200,856 at 6%; with 50% employer match about $200,856 at 4% or $133,904 at 6%; with 100% employer match about $150,642 at 4% or $100,428 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 61 | $15,910,862 | $735,133 | $12,051iApproximate average salary by contribution assumption: employee only about $301,284 at 4% or $200,856 at 6%; with 50% employer match about $200,856 at 4% or $133,904 at 6%; with 100% employer match about $150,642 at 4% or $100,428 at 6%. |
| 2014 | 1 | 58 | $15,219,509 | $748,442 | $12,904iApproximate average salary by contribution assumption: employee only about $322,604 at 4% or $215,070 at 6%; with 50% employer match about $215,070 at 4% or $143,380 at 6%; with 100% employer match about $161,302 at 4% or $107,535 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 58 | $15,219,509 | $748,442 | $12,904iApproximate average salary by contribution assumption: employee only about $322,604 at 4% or $215,070 at 6%; with 50% employer match about $215,070 at 4% or $143,380 at 6%; with 100% employer match about $161,302 at 4% or $107,535 at 6%. |
| 2013 | 1 | 58 | $13,490,864 | $934,229 | $16,107iApproximate average salary by contribution assumption: employee only about $402,685 at 4% or $268,457 at 6%; with 50% employer match about $268,457 at 4% or $178,971 at 6%; with 100% employer match about $201,342 at 4% or $134,228 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 58 | $13,490,864 | $934,229 | $16,107iApproximate average salary by contribution assumption: employee only about $402,685 at 4% or $268,457 at 6%; with 50% employer match about $268,457 at 4% or $178,971 at 6%; with 100% employer match about $201,342 at 4% or $134,228 at 6%. |
| 2012 | 1 | 66 | $12,280,543 | $679,980 | $10,303iApproximate average salary by contribution assumption: employee only about $257,568 at 4% or $171,712 at 6%; with 50% employer match about $171,712 at 4% or $114,475 at 6%; with 100% employer match about $128,784 at 4% or $85,856 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 66 | $12,280,543 | $679,980 | $10,303iApproximate average salary by contribution assumption: employee only about $257,568 at 4% or $171,712 at 6%; with 50% employer match about $171,712 at 4% or $114,475 at 6%; with 100% employer match about $128,784 at 4% or $85,856 at 6%. |
| 2011 | 1 | 67 | $10,789,391 | $651,642 | $9,726iApproximate average salary by contribution assumption: employee only about $243,150 at 4% or $162,100 at 6%; with 50% employer match about $162,100 at 4% or $108,067 at 6%; with 100% employer match about $121,575 at 4% or $81,050 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 67 | $10,789,391 | $651,642 | $9,726iApproximate average salary by contribution assumption: employee only about $243,150 at 4% or $162,100 at 6%; with 50% employer match about $162,100 at 4% or $108,067 at 6%; with 100% employer match about $121,575 at 4% or $81,050 at 6%. |
| 2010 | 1 | 68 | $10,160,731 | $668,068 | $9,825iApproximate average salary by contribution assumption: employee only about $245,613 at 4% or $163,742 at 6%; with 50% employer match about $163,742 at 4% or $109,161 at 6%; with 100% employer match about $122,807 at 4% or $81,871 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 68 | $10,160,731 | $668,068 | $9,825iApproximate average salary by contribution assumption: employee only about $245,613 at 4% or $163,742 at 6%; with 50% employer match about $163,742 at 4% or $109,161 at 6%; with 100% employer match about $122,807 at 4% or $81,871 at 6%. |
| 2009 | 1 | 74 | $8,958,420 | $690,043 | $9,325iApproximate average salary by contribution assumption: employee only about $233,123 at 4% or $155,415 at 6%; with 50% employer match about $155,415 at 4% or $103,610 at 6%; with 100% employer match about $116,561 at 4% or $77,708 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 74 | $8,958,420 | $690,043 | $9,325iApproximate average salary by contribution assumption: employee only about $233,123 at 4% or $155,415 at 6%; with 50% employer match about $155,415 at 4% or $103,610 at 6%; with 100% employer match about $116,561 at 4% or $77,708 at 6%. |
| 2008 | 2 | 69 | $6,981,889 | $689,503 | $9,993iApproximate average salary by contribution assumption: employee only about $249,820 at 4% or $166,547 at 6%; with 50% employer match about $166,547 at 4% or $111,031 at 6%; with 100% employer match about $124,910 at 4% or $83,273 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 69 | $6,981,889 | $689,503 | $9,993iApproximate average salary by contribution assumption: employee only about $249,820 at 4% or $166,547 at 6%; with 50% employer match about $166,547 at 4% or $111,031 at 6%; with 100% employer match about $124,910 at 4% or $83,273 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 69 | - | - | - |
| 2006 | 1 | 60 | $8,041,377 | $681,417 | $11,357iApproximate average salary by contribution assumption: employee only about $283,924 at 4% or $189,283 at 6%; with 50% employer match about $189,283 at 4% or $126,188 at 6%; with 100% employer match about $141,962 at 4% or $94,641 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 60 | $8,041,377 | $681,417 | $11,357iApproximate average salary by contribution assumption: employee only about $283,924 at 4% or $189,283 at 6%; with 50% employer match about $189,283 at 4% or $126,188 at 6%; with 100% employer match about $141,962 at 4% or $94,641 at 6%. |
| 2005 | 2 | 63 | $10,141,171 | $898,609 | $14,264iApproximate average salary by contribution assumption: employee only about $356,591 at 4% or $237,727 at 6%; with 50% employer match about $237,727 at 4% or $158,485 at 6%; with 100% employer match about $178,295 at 4% or $118,864 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 63 | $6,884,790 | $692,615 | $10,994iApproximate average salary by contribution assumption: employee only about $274,847 at 4% or $183,231 at 6%; with 50% employer match about $183,231 at 4% or $122,154 at 6%; with 100% employer match about $137,424 at 4% or $91,616 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 16 | $3,256,381 | $205,994 | $12,875iApproximate average salary by contribution assumption: employee only about $321,866 at 4% or $214,577 at 6%; with 50% employer match about $214,577 at 4% or $143,051 at 6%; with 100% employer match about $160,933 at 4% or $107,289 at 6%. |
| 2004 | 2 | 58 | $8,803,309 | $782,049 | $13,484iApproximate average salary by contribution assumption: employee only about $337,090 at 4% or $224,727 at 6%; with 50% employer match about $224,727 at 4% or $149,818 at 6%; with 100% employer match about $168,545 at 4% or $112,363 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 58 | $6,003,608 | $559,430 | $9,645iApproximate average salary by contribution assumption: employee only about $241,134 at 4% or $160,756 at 6%; with 50% employer match about $160,756 at 4% or $107,170 at 6%; with 100% employer match about $120,567 at 4% or $80,378 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 16 | $2,799,701 | $222,619 | $13,914iApproximate average salary by contribution assumption: employee only about $347,842 at 4% or $231,895 at 6%; with 50% employer match about $231,895 at 4% or $154,597 at 6%; with 100% employer match about $173,921 at 4% or $115,947 at 6%. |
| 2003 | 2 | 55 | $5,668,112 | $680,740 | $12,377iApproximate average salary by contribution assumption: employee only about $309,427 at 4% or $206,285 at 6%; with 50% employer match about $206,285 at 4% or $137,523 at 6%; with 100% employer match about $154,714 at 4% or $103,142 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 55 | $5,668,112 | $680,740 | $12,377iApproximate average salary by contribution assumption: employee only about $309,427 at 4% or $206,285 at 6%; with 50% employer match about $206,285 at 4% or $137,523 at 6%; with 100% employer match about $154,714 at 4% or $103,142 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 18 | - | - | - |
| 2002 | 2 | 48 | $6,560,264 | $581,470 | $12,114iApproximate average salary by contribution assumption: employee only about $302,849 at 4% or $201,899 at 6%; with 50% employer match about $201,899 at 4% or $134,600 at 6%; with 100% employer match about $151,424 at 4% or $100,950 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 48 | $4,620,931 | $418,960 | $8,728iApproximate average salary by contribution assumption: employee only about $218,208 at 4% or $145,472 at 6%; with 50% employer match about $145,472 at 4% or $96,981 at 6%; with 100% employer match about $109,104 at 4% or $72,736 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 14 | $1,939,333 | $162,510 | $11,608iApproximate average salary by contribution assumption: employee only about $290,196 at 4% or $193,464 at 6%; with 50% employer match about $193,464 at 4% or $128,976 at 6%; with 100% employer match about $145,098 at 4% or $96,732 at 6%. |
| 2001 | 2 | 51 | $0 | $0 | - |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 15 | - | - | - |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 51 | - | - | - |
| 2000 | 1 | 45 | $0 | $0 | - |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 45 | - | - | - |
| 1999 | 1 | 48 | $5,714,267 | $431,190 | $8,983iApproximate average salary by contribution assumption: employee only about $224,578 at 4% or $149,719 at 6%; with 50% employer match about $149,719 at 4% or $99,813 at 6%; with 100% employer match about $112,289 at 4% or $74,859 at 6%. |
| Roberts & Stevens, P.A. Profit Sharing Plan | - | 48 | $5,714,267 | $431,190 | $8,983iApproximate average salary by contribution assumption: employee only about $224,578 at 4% or $149,719 at 6%; with 50% employer match about $149,719 at 4% or $99,813 at 6%; with 100% employer match about $112,289 at 4% or $74,859 at 6%. |