Civic Intelligence

Roberts and Morris Inc

Plan context: Roberts and Morris Inc Profit Sharing Plan and Trust

EIN 56-1765648 • Greensboro, NC • 22 filings • 2 plans

2910 Baltic AveGreensboro, NC 27406-4542
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$952,715

2022 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$952,715$476,358$0200020112021YearValue
$952,715Latest year 2021

Participants Over Time

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

1260200020112021YearValue
7Latest year 2021

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
202210$0$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-0$0--
202117$952,715$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-7$952,715--
202017$875,827$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-7$875,827$0-
201917$824,782$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-7$824,782--
201818$777,801$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-8$777,801--
201718$764,921$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-8$764,921$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
201617$697,408$25,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-7$697,408$25,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
201516$638,618$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-6$638,618$0-
201419$630,984$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-9$630,984$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
201319$573,545$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-9$573,545$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
201217$513,997$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-7$513,997--
201118$487,604$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-8$487,604--
201015$480,637$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-5$480,637--
200915$454,861$95,931$19,186iApproximate average salary by contribution assumption: employee only about $479,655 at 4% or $319,770 at 6%; with 50% employer match about $319,770 at 4% or $213,180 at 6%; with 100% employer match about $239,828 at 4% or $159,885 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-5$454,861$95,931$19,186iApproximate average salary by contribution assumption: employee only about $479,655 at 4% or $319,770 at 6%; with 50% employer match about $319,770 at 4% or $213,180 at 6%; with 100% employer match about $239,828 at 4% or $159,885 at 6%.
200815$459,941$110,441$22,088iApproximate average salary by contribution assumption: employee only about $552,205 at 4% or $368,137 at 6%; with 50% employer match about $368,137 at 4% or $245,424 at 6%; with 100% employer match about $276,103 at 4% or $184,068 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-5$459,941$110,441$22,088iApproximate average salary by contribution assumption: employee only about $552,205 at 4% or $368,137 at 6%; with 50% employer match about $368,137 at 4% or $245,424 at 6%; with 100% employer match about $276,103 at 4% or $184,068 at 6%.
200719$466,301$101,917$11,324iApproximate average salary by contribution assumption: employee only about $283,103 at 4% or $188,735 at 6%; with 50% employer match about $188,735 at 4% or $125,823 at 6%; with 100% employer match about $141,551 at 4% or $94,368 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-9$466,301$101,917$11,324iApproximate average salary by contribution assumption: employee only about $283,103 at 4% or $188,735 at 6%; with 50% employer match about $188,735 at 4% or $125,823 at 6%; with 100% employer match about $141,551 at 4% or $94,368 at 6%.
200617$326,652$102,604$14,658iApproximate average salary by contribution assumption: employee only about $366,443 at 4% or $244,295 at 6%; with 50% employer match about $244,295 at 4% or $162,863 at 6%; with 100% employer match about $183,221 at 4% or $122,148 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-7$326,652$102,604$14,658iApproximate average salary by contribution assumption: employee only about $366,443 at 4% or $244,295 at 6%; with 50% employer match about $244,295 at 4% or $162,863 at 6%; with 100% employer match about $183,221 at 4% or $122,148 at 6%.
200518$189,440$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-8$189,440$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
200418$154,797$0-
Roberts and Morris Inc Profit Sharing Plan and Trust-8$154,797--
2002111$188,855$60,000$5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-11$188,855$60,000$5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%.
2001112$162,629$52,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-12$162,629$52,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
2000112$141,097$60,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Roberts and Morris Inc Profit Sharing Plan and Trust-12$141,097$60,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.