Civic Intelligence

Lewis & Roberts PLLC

Plan context: Lewis & Roberts PLLC Retirement Savings Plan

EIN 56-2022568 • Raleigh, NC • 25 filings • 3 plans

PO Box 17529Raleigh, NC 27619
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$18,788,496

2024 Contributions

$332,491

Historical Graphs

Total Assets Over Time

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

$18,788,496$9,394,248$0200020122024YearValue
$18,788,496Latest year 2024

Participants Over Time

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

56280200020122024YearValue
31Latest year 2024

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
2024131$18,788,496$332,491$10,726iApproximate average salary by contribution assumption: employee only about $268,138 at 4% or $178,759 at 6%; with 50% employer match about $178,759 at 4% or $119,172 at 6%; with 100% employer match about $134,069 at 4% or $89,379 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-31$18,788,496$332,491$10,726iApproximate average salary by contribution assumption: employee only about $268,138 at 4% or $178,759 at 6%; with 50% employer match about $178,759 at 4% or $119,172 at 6%; with 100% employer match about $134,069 at 4% or $89,379 at 6%.
2023137$16,479,953$335,130$9,058iApproximate average salary by contribution assumption: employee only about $226,439 at 4% or $150,959 at 6%; with 50% employer match about $150,959 at 4% or $100,640 at 6%; with 100% employer match about $113,220 at 4% or $75,480 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-37$16,479,953$335,130$9,058iApproximate average salary by contribution assumption: employee only about $226,439 at 4% or $150,959 at 6%; with 50% employer match about $150,959 at 4% or $100,640 at 6%; with 100% employer match about $113,220 at 4% or $75,480 at 6%.
2022137$14,851,344$361,513$9,771iApproximate average salary by contribution assumption: employee only about $244,266 at 4% or $162,844 at 6%; with 50% employer match about $162,844 at 4% or $108,562 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-37$14,851,344$361,513$9,771iApproximate average salary by contribution assumption: employee only about $244,266 at 4% or $162,844 at 6%; with 50% employer match about $162,844 at 4% or $108,562 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
2021139$18,466,632$2,704,932$69,357iApproximate average salary by contribution assumption: employee only about $1,733,931 at 4% or $1,155,954 at 6%; with 50% employer match about $1,155,954 at 4% or $770,636 at 6%; with 100% employer match about $866,965 at 4% or $577,977 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-39$18,466,632$2,704,932$69,357iApproximate average salary by contribution assumption: employee only about $1,733,931 at 4% or $1,155,954 at 6%; with 50% employer match about $1,155,954 at 4% or $770,636 at 6%; with 100% employer match about $866,965 at 4% or $577,977 at 6%.
2020135$16,095,015$325,305$9,294iApproximate average salary by contribution assumption: employee only about $232,361 at 4% or $154,907 at 6%; with 50% employer match about $154,907 at 4% or $103,271 at 6%; with 100% employer match about $116,180 at 4% or $77,454 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-35$16,095,015$325,305$9,294iApproximate average salary by contribution assumption: employee only about $232,361 at 4% or $154,907 at 6%; with 50% employer match about $154,907 at 4% or $103,271 at 6%; with 100% employer match about $116,180 at 4% or $77,454 at 6%.
2019139$13,584,574$330,318$8,470iApproximate average salary by contribution assumption: employee only about $211,742 at 4% or $141,162 at 6%; with 50% employer match about $141,162 at 4% or $94,108 at 6%; with 100% employer match about $105,871 at 4% or $70,581 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-39$13,584,574$330,318$8,470iApproximate average salary by contribution assumption: employee only about $211,742 at 4% or $141,162 at 6%; with 50% employer match about $141,162 at 4% or $94,108 at 6%; with 100% employer match about $105,871 at 4% or $70,581 at 6%.
2018148$11,696,054$336,987$7,021iApproximate average salary by contribution assumption: employee only about $175,514 at 4% or $117,009 at 6%; with 50% employer match about $117,009 at 4% or $78,006 at 6%; with 100% employer match about $87,757 at 4% or $58,505 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-48$11,696,054$336,987$7,021iApproximate average salary by contribution assumption: employee only about $175,514 at 4% or $117,009 at 6%; with 50% employer match about $117,009 at 4% or $78,006 at 6%; with 100% employer match about $87,757 at 4% or $58,505 at 6%.
2017146$13,634,693$404,832$8,801iApproximate average salary by contribution assumption: employee only about $220,017 at 4% or $146,678 at 6%; with 50% employer match about $146,678 at 4% or $97,786 at 6%; with 100% employer match about $110,009 at 4% or $73,339 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-46$13,634,693$404,832$8,801iApproximate average salary by contribution assumption: employee only about $220,017 at 4% or $146,678 at 6%; with 50% employer match about $146,678 at 4% or $97,786 at 6%; with 100% employer match about $110,009 at 4% or $73,339 at 6%.
2016145$11,264,273$391,254$8,695iApproximate average salary by contribution assumption: employee only about $217,363 at 4% or $144,909 at 6%; with 50% employer match about $144,909 at 4% or $96,606 at 6%; with 100% employer match about $108,682 at 4% or $72,454 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-45$11,264,273$391,254$8,695iApproximate average salary by contribution assumption: employee only about $217,363 at 4% or $144,909 at 6%; with 50% employer match about $144,909 at 4% or $96,606 at 6%; with 100% employer match about $108,682 at 4% or $72,454 at 6%.
2015149$10,120,308$442,779$9,036iApproximate average salary by contribution assumption: employee only about $225,908 at 4% or $150,605 at 6%; with 50% employer match about $150,605 at 4% or $100,403 at 6%; with 100% employer match about $112,954 at 4% or $75,303 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-49$10,120,308$442,779$9,036iApproximate average salary by contribution assumption: employee only about $225,908 at 4% or $150,605 at 6%; with 50% employer match about $150,605 at 4% or $100,403 at 6%; with 100% employer match about $112,954 at 4% or $75,303 at 6%.
2014147$9,814,718$417,098$8,874iApproximate average salary by contribution assumption: employee only about $221,861 at 4% or $147,907 at 6%; with 50% employer match about $147,907 at 4% or $98,605 at 6%; with 100% employer match about $110,930 at 4% or $73,954 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-47$9,814,718$417,098$8,874iApproximate average salary by contribution assumption: employee only about $221,861 at 4% or $147,907 at 6%; with 50% employer match about $147,907 at 4% or $98,605 at 6%; with 100% employer match about $110,930 at 4% or $73,954 at 6%.
2013144$8,845,516$442,576$10,059iApproximate average salary by contribution assumption: employee only about $251,464 at 4% or $167,642 at 6%; with 50% employer match about $167,642 at 4% or $111,762 at 6%; with 100% employer match about $125,732 at 4% or $83,821 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-44$8,845,516$442,576$10,059iApproximate average salary by contribution assumption: employee only about $251,464 at 4% or $167,642 at 6%; with 50% employer match about $167,642 at 4% or $111,762 at 6%; with 100% employer match about $125,732 at 4% or $83,821 at 6%.
2012147$6,797,442$441,380$9,391iApproximate average salary by contribution assumption: employee only about $234,777 at 4% or $156,518 at 6%; with 50% employer match about $156,518 at 4% or $104,345 at 6%; with 100% employer match about $117,388 at 4% or $78,259 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-47$6,797,442$441,380$9,391iApproximate average salary by contribution assumption: employee only about $234,777 at 4% or $156,518 at 6%; with 50% employer match about $156,518 at 4% or $104,345 at 6%; with 100% employer match about $117,388 at 4% or $78,259 at 6%.
2011156$6,104,484$437,611$7,814iApproximate average salary by contribution assumption: employee only about $195,362 at 4% or $130,241 at 6%; with 50% employer match about $130,241 at 4% or $86,828 at 6%; with 100% employer match about $97,681 at 4% or $65,121 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-56$6,104,484$437,611$7,814iApproximate average salary by contribution assumption: employee only about $195,362 at 4% or $130,241 at 6%; with 50% employer match about $130,241 at 4% or $86,828 at 6%; with 100% employer match about $97,681 at 4% or $65,121 at 6%.
2010156$6,594,789$459,898$8,212iApproximate average salary by contribution assumption: employee only about $205,312 at 4% or $136,874 at 6%; with 50% employer match about $136,874 at 4% or $91,250 at 6%; with 100% employer match about $102,656 at 4% or $68,437 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-56$6,594,789$459,898$8,212iApproximate average salary by contribution assumption: employee only about $205,312 at 4% or $136,874 at 6%; with 50% employer match about $136,874 at 4% or $91,250 at 6%; with 100% employer match about $102,656 at 4% or $68,437 at 6%.
2009155$5,403,799$559,154$10,166iApproximate average salary by contribution assumption: employee only about $254,161 at 4% or $169,441 at 6%; with 50% employer match about $169,441 at 4% or $112,960 at 6%; with 100% employer match about $127,080 at 4% or $84,720 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-55$5,403,799$559,154$10,166iApproximate average salary by contribution assumption: employee only about $254,161 at 4% or $169,441 at 6%; with 50% employer match about $169,441 at 4% or $112,960 at 6%; with 100% employer match about $127,080 at 4% or $84,720 at 6%.
2008143$3,794,010$647,833$15,066iApproximate average salary by contribution assumption: employee only about $376,647 at 4% or $251,098 at 6%; with 50% employer match about $251,098 at 4% or $167,399 at 6%; with 100% employer match about $188,324 at 4% or $125,549 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-43$3,794,010$647,833$15,066iApproximate average salary by contribution assumption: employee only about $376,647 at 4% or $251,098 at 6%; with 50% employer match about $251,098 at 4% or $167,399 at 6%; with 100% employer match about $188,324 at 4% or $125,549 at 6%.
2007143$4,749,591$807,634$18,782iApproximate average salary by contribution assumption: employee only about $469,555 at 4% or $313,036 at 6%; with 50% employer match about $313,036 at 4% or $208,691 at 6%; with 100% employer match about $234,777 at 4% or $156,518 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-43$4,749,591$807,634$18,782iApproximate average salary by contribution assumption: employee only about $469,555 at 4% or $313,036 at 6%; with 50% employer match about $313,036 at 4% or $208,691 at 6%; with 100% employer match about $234,777 at 4% or $156,518 at 6%.
2006143$3,605,423$666,455$15,499iApproximate average salary by contribution assumption: employee only about $387,474 at 4% or $258,316 at 6%; with 50% employer match about $258,316 at 4% or $172,211 at 6%; with 100% employer match about $193,737 at 4% or $129,158 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-43$3,605,423$666,455$15,499iApproximate average salary by contribution assumption: employee only about $387,474 at 4% or $258,316 at 6%; with 50% employer match about $258,316 at 4% or $172,211 at 6%; with 100% employer match about $193,737 at 4% or $129,158 at 6%.
2005140$3,004,669$613,521$15,338iApproximate average salary by contribution assumption: employee only about $383,451 at 4% or $255,634 at 6%; with 50% employer match about $255,634 at 4% or $170,423 at 6%; with 100% employer match about $191,725 at 4% or $127,817 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-40$3,004,669$613,521$15,338iApproximate average salary by contribution assumption: employee only about $383,451 at 4% or $255,634 at 6%; with 50% employer match about $255,634 at 4% or $170,423 at 6%; with 100% employer match about $191,725 at 4% or $127,817 at 6%.
2004154$2,899,678$400,698$7,420iApproximate average salary by contribution assumption: employee only about $185,508 at 4% or $123,672 at 6%; with 50% employer match about $123,672 at 4% or $82,448 at 6%; with 100% employer match about $92,754 at 4% or $61,836 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-54$2,899,678$400,698$7,420iApproximate average salary by contribution assumption: employee only about $185,508 at 4% or $123,672 at 6%; with 50% employer match about $123,672 at 4% or $82,448 at 6%; with 100% employer match about $92,754 at 4% or $61,836 at 6%.
2003141$2,331,416$467,270$11,397iApproximate average salary by contribution assumption: employee only about $284,921 at 4% or $189,947 at 6%; with 50% employer match about $189,947 at 4% or $126,631 at 6%; with 100% employer match about $142,460 at 4% or $94,974 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-41$2,331,416$467,270$11,397iApproximate average salary by contribution assumption: employee only about $284,921 at 4% or $189,947 at 6%; with 50% employer match about $189,947 at 4% or $126,631 at 6%; with 100% employer match about $142,460 at 4% or $94,974 at 6%.
2002133$1,518,663$643,672$19,505iApproximate average salary by contribution assumption: employee only about $487,630 at 4% or $325,087 at 6%; with 50% employer match about $325,087 at 4% or $216,725 at 6%; with 100% employer match about $243,815 at 4% or $162,543 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-33$1,518,663$643,672$19,505iApproximate average salary by contribution assumption: employee only about $487,630 at 4% or $325,087 at 6%; with 50% employer match about $325,087 at 4% or $216,725 at 6%; with 100% employer match about $243,815 at 4% or $162,543 at 6%.
2001129$1,144,002$360,666$12,437iApproximate average salary by contribution assumption: employee only about $310,919 at 4% or $207,279 at 6%; with 50% employer match about $207,279 at 4% or $138,186 at 6%; with 100% employer match about $155,459 at 4% or $103,640 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-29$1,144,002$360,666$12,437iApproximate average salary by contribution assumption: employee only about $310,919 at 4% or $207,279 at 6%; with 50% employer match about $207,279 at 4% or $138,186 at 6%; with 100% employer match about $155,459 at 4% or $103,640 at 6%.
2000130$909,076$343,737$11,458iApproximate average salary by contribution assumption: employee only about $286,448 at 4% or $190,965 at 6%; with 50% employer match about $190,965 at 4% or $127,310 at 6%; with 100% employer match about $143,224 at 4% or $95,483 at 6%.
Lewis & Roberts PLLC Retirement Savings Plan-30$909,076$343,737$11,458iApproximate average salary by contribution assumption: employee only about $286,448 at 4% or $190,965 at 6%; with 50% employer match about $190,965 at 4% or $127,310 at 6%; with 100% employer match about $143,224 at 4% or $95,483 at 6%.