Civic Intelligence

The Roberts/Stacy Group, P.A.

Plan context: The Roberts/Stacy Group, P.A. 401K Plan

EIN 56-1713290 • 9 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

8

2007 Assets

$505,195

2007 Contributions

$57,711

Historical Graphs

Total Assets Over Time

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

$607,881$303,941$0199920042007YearValue
$505,195Latest year 2007

Participants Over Time

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

1050199920032007YearValue
8Latest year 2007

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
200718$505,195$57,711$7,214iApproximate average salary by contribution assumption: employee only about $180,347 at 4% or $120,231 at 6%; with 50% employer match about $120,231 at 4% or $80,154 at 6%; with 100% employer match about $90,173 at 4% or $60,116 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-8$505,195$57,711$7,214iApproximate average salary by contribution assumption: employee only about $180,347 at 4% or $120,231 at 6%; with 50% employer match about $120,231 at 4% or $80,154 at 6%; with 100% employer match about $90,173 at 4% or $60,116 at 6%.
200613$440,053$59,536$19,845iApproximate average salary by contribution assumption: employee only about $496,133 at 4% or $330,756 at 6%; with 50% employer match about $330,756 at 4% or $220,504 at 6%; with 100% employer match about $248,067 at 4% or $165,378 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-3$440,053$59,536$19,845iApproximate average salary by contribution assumption: employee only about $496,133 at 4% or $330,756 at 6%; with 50% employer match about $330,756 at 4% or $220,504 at 6%; with 100% employer match about $248,067 at 4% or $165,378 at 6%.
200515$427,471$44,223$8,845iApproximate average salary by contribution assumption: employee only about $221,115 at 4% or $147,410 at 6%; with 50% employer match about $147,410 at 4% or $98,273 at 6%; with 100% employer match about $110,558 at 4% or $73,705 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-5$427,471$44,223$8,845iApproximate average salary by contribution assumption: employee only about $221,115 at 4% or $147,410 at 6%; with 50% employer match about $147,410 at 4% or $98,273 at 6%; with 100% employer match about $110,558 at 4% or $73,705 at 6%.
200416$607,881$54,708$9,118iApproximate average salary by contribution assumption: employee only about $227,950 at 4% or $151,967 at 6%; with 50% employer match about $151,967 at 4% or $101,311 at 6%; with 100% employer match about $113,975 at 4% or $75,983 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-6$607,881$54,708$9,118iApproximate average salary by contribution assumption: employee only about $227,950 at 4% or $151,967 at 6%; with 50% employer match about $151,967 at 4% or $101,311 at 6%; with 100% employer match about $113,975 at 4% or $75,983 at 6%.
200319$576,088$63,925$7,103iApproximate average salary by contribution assumption: employee only about $177,569 at 4% or $118,380 at 6%; with 50% employer match about $118,380 at 4% or $78,920 at 6%; with 100% employer match about $88,785 at 4% or $59,190 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-9$576,088$63,925$7,103iApproximate average salary by contribution assumption: employee only about $177,569 at 4% or $118,380 at 6%; with 50% employer match about $118,380 at 4% or $78,920 at 6%; with 100% employer match about $88,785 at 4% or $59,190 at 6%.
2002110$440,486$64,790$6,479iApproximate average salary by contribution assumption: employee only about $161,975 at 4% or $107,983 at 6%; with 50% employer match about $107,983 at 4% or $71,989 at 6%; with 100% employer match about $80,988 at 4% or $53,992 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-10$440,486$64,790$6,479iApproximate average salary by contribution assumption: employee only about $161,975 at 4% or $107,983 at 6%; with 50% employer match about $107,983 at 4% or $71,989 at 6%; with 100% employer match about $80,988 at 4% or $53,992 at 6%.
200119$0$0-
The Roberts/Stacy Group, P.A. 401K Plan-9---
200018$453,912$33,087$4,136iApproximate average salary by contribution assumption: employee only about $103,397 at 4% or $68,931 at 6%; with 50% employer match about $68,931 at 4% or $45,954 at 6%; with 100% employer match about $51,698 at 4% or $34,466 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-8$453,912$33,087$4,136iApproximate average salary by contribution assumption: employee only about $103,397 at 4% or $68,931 at 6%; with 50% employer match about $68,931 at 4% or $45,954 at 6%; with 100% employer match about $51,698 at 4% or $34,466 at 6%.
1999110$440,715$53,748$5,375iApproximate average salary by contribution assumption: employee only about $134,370 at 4% or $89,580 at 6%; with 50% employer match about $89,580 at 4% or $59,720 at 6%; with 100% employer match about $67,185 at 4% or $44,790 at 6%.
The Roberts/Stacy Group, P.A. 401K Plan-10$440,715$53,748$5,375iApproximate average salary by contribution assumption: employee only about $134,370 at 4% or $89,580 at 6%; with 50% employer match about $89,580 at 4% or $59,720 at 6%; with 100% employer match about $67,185 at 4% or $44,790 at 6%.