Civic Intelligence

Roberts & Roberts Insurance Service

Plan context: Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust

EIN 56-1772860 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

18

2008 Assets

$1,046,764

2008 Contributions

$62,478

Historical Graphs

Total Assets Over Time

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

$1,527,462$763,731$0199920042008YearValue
$1,046,764Latest year 2008

Participants Over Time

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

24120199920042008YearValue
18Latest 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
2008118$1,046,764$62,478$3,471iApproximate average salary by contribution assumption: employee only about $86,775 at 4% or $57,850 at 6%; with 50% employer match about $57,850 at 4% or $38,567 at 6%; with 100% employer match about $43,388 at 4% or $28,925 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-18$1,046,764$62,478$3,471iApproximate average salary by contribution assumption: employee only about $86,775 at 4% or $57,850 at 6%; with 50% employer match about $57,850 at 4% or $38,567 at 6%; with 100% employer match about $43,388 at 4% or $28,925 at 6%.
2007122$1,527,462$87,909$3,996iApproximate average salary by contribution assumption: employee only about $99,897 at 4% or $66,598 at 6%; with 50% employer match about $66,598 at 4% or $44,398 at 6%; with 100% employer match about $49,948 at 4% or $33,299 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-22$1,527,462$87,909$3,996iApproximate average salary by contribution assumption: employee only about $99,897 at 4% or $66,598 at 6%; with 50% employer match about $66,598 at 4% or $44,398 at 6%; with 100% employer match about $49,948 at 4% or $33,299 at 6%.
2006121$1,353,387$104,448$4,974iApproximate average salary by contribution assumption: employee only about $124,343 at 4% or $82,895 at 6%; with 50% employer match about $82,895 at 4% or $55,263 at 6%; with 100% employer match about $62,171 at 4% or $41,448 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-21$1,353,387$104,448$4,974iApproximate average salary by contribution assumption: employee only about $124,343 at 4% or $82,895 at 6%; with 50% employer match about $82,895 at 4% or $55,263 at 6%; with 100% employer match about $62,171 at 4% or $41,448 at 6%.
2005122$1,123,992$88,501$4,023iApproximate average salary by contribution assumption: employee only about $100,569 at 4% or $67,046 at 6%; with 50% employer match about $67,046 at 4% or $44,697 at 6%; with 100% employer match about $50,285 at 4% or $33,523 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-22$1,123,992$88,501$4,023iApproximate average salary by contribution assumption: employee only about $100,569 at 4% or $67,046 at 6%; with 50% employer match about $67,046 at 4% or $44,697 at 6%; with 100% employer match about $50,285 at 4% or $33,523 at 6%.
2004122$956,235$88,804$4,037iApproximate average salary by contribution assumption: employee only about $100,914 at 4% or $67,276 at 6%; with 50% employer match about $67,276 at 4% or $44,851 at 6%; with 100% employer match about $50,457 at 4% or $33,638 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-22$956,235$88,804$4,037iApproximate average salary by contribution assumption: employee only about $100,914 at 4% or $67,276 at 6%; with 50% employer match about $67,276 at 4% or $44,851 at 6%; with 100% employer match about $50,457 at 4% or $33,638 at 6%.
2003124$776,695$87,618$3,651iApproximate average salary by contribution assumption: employee only about $91,269 at 4% or $60,846 at 6%; with 50% employer match about $60,846 at 4% or $40,564 at 6%; with 100% employer match about $45,634 at 4% or $30,423 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-24$776,695$87,618$3,651iApproximate average salary by contribution assumption: employee only about $91,269 at 4% or $60,846 at 6%; with 50% employer match about $60,846 at 4% or $40,564 at 6%; with 100% employer match about $45,634 at 4% or $30,423 at 6%.
2002120$527,749$83,488$4,174iApproximate average salary by contribution assumption: employee only about $104,360 at 4% or $69,573 at 6%; with 50% employer match about $69,573 at 4% or $46,382 at 6%; with 100% employer match about $52,180 at 4% or $34,787 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-20$527,749$83,488$4,174iApproximate average salary by contribution assumption: employee only about $104,360 at 4% or $69,573 at 6%; with 50% employer match about $69,573 at 4% or $46,382 at 6%; with 100% employer match about $52,180 at 4% or $34,787 at 6%.
2001123$553,931$82,903$3,604iApproximate average salary by contribution assumption: employee only about $90,112 at 4% or $60,075 at 6%; with 50% employer match about $60,075 at 4% or $40,050 at 6%; with 100% employer match about $45,056 at 4% or $30,037 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-23$553,931$82,903$3,604iApproximate average salary by contribution assumption: employee only about $90,112 at 4% or $60,075 at 6%; with 50% employer match about $60,075 at 4% or $40,050 at 6%; with 100% employer match about $45,056 at 4% or $30,037 at 6%.
2000116$0$0-
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-16---
1999118$513,543$63,313$3,517iApproximate average salary by contribution assumption: employee only about $87,935 at 4% or $58,623 at 6%; with 50% employer match about $58,623 at 4% or $39,082 at 6%; with 100% employer match about $43,967 at 4% or $29,312 at 6%.
Roberts & Roberts Insurance Service Inc. 401K Profit Sharing Plan and Trust-18$513,543$63,313$3,517iApproximate average salary by contribution assumption: employee only about $87,935 at 4% or $58,623 at 6%; with 50% employer match about $58,623 at 4% or $39,082 at 6%; with 100% employer match about $43,967 at 4% or $29,312 at 6%.