Civic Intelligence

William F. Roberson, CPA PLLC

Plan context: William F. Roberson, CPA PLLC 401K Plan and Trust

EIN 56-2075906 • Durham, NC • 19 filings • 2 plans

1024 Rees LaneDurham, NC 27705
Current Snapshot

Latest Year

2021

2021 Participants

21

2021 Assets

$4,754,716

2021 Contributions

$200,488

Historical Graphs

Total Assets Over Time

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

$4,754,716$2,377,358$0200320122020YearValue
$4,754,716Latest year 2020

Participants Over Time

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

21110200320122020YearValue
21Latest year 2020

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
202110$0$0-
William F. Roberson, CPA PLLC 401K Plan and Trust-0$0$0-
2020121$4,754,716$200,488$9,547iApproximate average salary by contribution assumption: employee only about $238,676 at 4% or $159,117 at 6%; with 50% employer match about $159,117 at 4% or $106,078 at 6%; with 100% employer match about $119,338 at 4% or $79,559 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-21$4,754,716$200,488$9,547iApproximate average salary by contribution assumption: employee only about $238,676 at 4% or $159,117 at 6%; with 50% employer match about $159,117 at 4% or $106,078 at 6%; with 100% employer match about $119,338 at 4% or $79,559 at 6%.
2019120$3,991,070$143,701$7,185iApproximate average salary by contribution assumption: employee only about $179,626 at 4% or $119,751 at 6%; with 50% employer match about $119,751 at 4% or $79,834 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-20$3,991,070$143,701$7,185iApproximate average salary by contribution assumption: employee only about $179,626 at 4% or $119,751 at 6%; with 50% employer match about $119,751 at 4% or $79,834 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%.
2018119$3,232,603$180,098$9,479iApproximate average salary by contribution assumption: employee only about $236,971 at 4% or $157,981 at 6%; with 50% employer match about $157,981 at 4% or $105,320 at 6%; with 100% employer match about $118,486 at 4% or $78,990 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-19$3,232,603$180,098$9,479iApproximate average salary by contribution assumption: employee only about $236,971 at 4% or $157,981 at 6%; with 50% employer match about $157,981 at 4% or $105,320 at 6%; with 100% employer match about $118,486 at 4% or $78,990 at 6%.
2017119$3,282,300$645,230$33,959iApproximate average salary by contribution assumption: employee only about $848,987 at 4% or $565,991 at 6%; with 50% employer match about $565,991 at 4% or $377,327 at 6%; with 100% employer match about $424,493 at 4% or $282,996 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-19$3,282,300$645,230$33,959iApproximate average salary by contribution assumption: employee only about $848,987 at 4% or $565,991 at 6%; with 50% employer match about $565,991 at 4% or $377,327 at 6%; with 100% employer match about $424,493 at 4% or $282,996 at 6%.
2016116$2,212,413$200,110$12,507iApproximate average salary by contribution assumption: employee only about $312,672 at 4% or $208,448 at 6%; with 50% employer match about $208,448 at 4% or $138,965 at 6%; with 100% employer match about $156,336 at 4% or $104,224 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-16$2,212,413$200,110$12,507iApproximate average salary by contribution assumption: employee only about $312,672 at 4% or $208,448 at 6%; with 50% employer match about $208,448 at 4% or $138,965 at 6%; with 100% employer match about $156,336 at 4% or $104,224 at 6%.
2015115$2,121,511$161,076$10,738iApproximate average salary by contribution assumption: employee only about $268,460 at 4% or $178,973 at 6%; with 50% employer match about $178,973 at 4% or $119,316 at 6%; with 100% employer match about $134,230 at 4% or $89,487 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-15$2,121,511$161,076$10,738iApproximate average salary by contribution assumption: employee only about $268,460 at 4% or $178,973 at 6%; with 50% employer match about $178,973 at 4% or $119,316 at 6%; with 100% employer match about $134,230 at 4% or $89,487 at 6%.
2014115$1,976,558$147,971$9,865iApproximate average salary by contribution assumption: employee only about $246,618 at 4% or $164,412 at 6%; with 50% employer match about $164,412 at 4% or $109,608 at 6%; with 100% employer match about $123,309 at 4% or $82,206 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-15$1,976,558$147,971$9,865iApproximate average salary by contribution assumption: employee only about $246,618 at 4% or $164,412 at 6%; with 50% employer match about $164,412 at 4% or $109,608 at 6%; with 100% employer match about $123,309 at 4% or $82,206 at 6%.
2013116$1,737,052$144,926$9,058iApproximate average salary by contribution assumption: employee only about $226,447 at 4% or $150,965 at 6%; with 50% employer match about $150,965 at 4% or $100,643 at 6%; with 100% employer match about $113,223 at 4% or $75,482 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-16$1,737,052$144,926$9,058iApproximate average salary by contribution assumption: employee only about $226,447 at 4% or $150,965 at 6%; with 50% employer match about $150,965 at 4% or $100,643 at 6%; with 100% employer match about $113,223 at 4% or $75,482 at 6%.
2012116$1,330,097$138,310$8,644iApproximate average salary by contribution assumption: employee only about $216,109 at 4% or $144,073 at 6%; with 50% employer match about $144,073 at 4% or $96,049 at 6%; with 100% employer match about $108,055 at 4% or $72,036 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-16$1,330,097$138,310$8,644iApproximate average salary by contribution assumption: employee only about $216,109 at 4% or $144,073 at 6%; with 50% employer match about $144,073 at 4% or $96,049 at 6%; with 100% employer match about $108,055 at 4% or $72,036 at 6%.
2011115$1,061,461$117,450$7,830iApproximate average salary by contribution assumption: employee only about $195,750 at 4% or $130,500 at 6%; with 50% employer match about $130,500 at 4% or $87,000 at 6%; with 100% employer match about $97,875 at 4% or $65,250 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-15$1,061,461$117,450$7,830iApproximate average salary by contribution assumption: employee only about $195,750 at 4% or $130,500 at 6%; with 50% employer match about $130,500 at 4% or $87,000 at 6%; with 100% employer match about $97,875 at 4% or $65,250 at 6%.
2010116$977,672$126,988$7,937iApproximate average salary by contribution assumption: employee only about $198,419 at 4% or $132,279 at 6%; with 50% employer match about $132,279 at 4% or $88,186 at 6%; with 100% employer match about $99,209 at 4% or $66,140 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-16$977,672$126,988$7,937iApproximate average salary by contribution assumption: employee only about $198,419 at 4% or $132,279 at 6%; with 50% employer match about $132,279 at 4% or $88,186 at 6%; with 100% employer match about $99,209 at 4% or $66,140 at 6%.
2009116$761,426$127,864$7,992iApproximate average salary by contribution assumption: employee only about $199,788 at 4% or $133,192 at 6%; with 50% employer match about $133,192 at 4% or $88,794 at 6%; with 100% employer match about $99,894 at 4% or $66,596 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-16$761,426$127,864$7,992iApproximate average salary by contribution assumption: employee only about $199,788 at 4% or $133,192 at 6%; with 50% employer match about $133,192 at 4% or $88,794 at 6%; with 100% employer match about $99,894 at 4% or $66,596 at 6%.
2008114$504,005$126,068$9,005iApproximate average salary by contribution assumption: employee only about $225,121 at 4% or $150,081 at 6%; with 50% employer match about $150,081 at 4% or $100,054 at 6%; with 100% employer match about $112,561 at 4% or $75,040 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-14$504,005$126,068$9,005iApproximate average salary by contribution assumption: employee only about $225,121 at 4% or $150,081 at 6%; with 50% employer match about $150,081 at 4% or $100,054 at 6%; with 100% employer match about $112,561 at 4% or $75,040 at 6%.
2007112$599,152$128,315$10,693iApproximate average salary by contribution assumption: employee only about $267,323 at 4% or $178,215 at 6%; with 50% employer match about $178,215 at 4% or $118,810 at 6%; with 100% employer match about $133,661 at 4% or $89,108 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-12$599,152$128,315$10,693iApproximate average salary by contribution assumption: employee only about $267,323 at 4% or $178,215 at 6%; with 50% employer match about $178,215 at 4% or $118,810 at 6%; with 100% employer match about $133,661 at 4% or $89,108 at 6%.
2006113$442,032$131,419$10,109iApproximate average salary by contribution assumption: employee only about $252,729 at 4% or $168,486 at 6%; with 50% employer match about $168,486 at 4% or $112,324 at 6%; with 100% employer match about $126,364 at 4% or $84,243 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-13$442,032$131,419$10,109iApproximate average salary by contribution assumption: employee only about $252,729 at 4% or $168,486 at 6%; with 50% employer match about $168,486 at 4% or $112,324 at 6%; with 100% employer match about $126,364 at 4% or $84,243 at 6%.
2005113$275,650$115,146$8,857iApproximate average salary by contribution assumption: employee only about $221,435 at 4% or $147,623 at 6%; with 50% employer match about $147,623 at 4% or $98,415 at 6%; with 100% employer match about $110,717 at 4% or $73,812 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-13$275,650$115,146$8,857iApproximate average salary by contribution assumption: employee only about $221,435 at 4% or $147,623 at 6%; with 50% employer match about $147,623 at 4% or $98,415 at 6%; with 100% employer match about $110,717 at 4% or $73,812 at 6%.
2004113$179,618$114,822$8,832iApproximate average salary by contribution assumption: employee only about $220,812 at 4% or $147,208 at 6%; with 50% employer match about $147,208 at 4% or $98,138 at 6%; with 100% employer match about $110,406 at 4% or $73,604 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-13$179,618$114,822$8,832iApproximate average salary by contribution assumption: employee only about $220,812 at 4% or $147,208 at 6%; with 50% employer match about $147,208 at 4% or $98,138 at 6%; with 100% employer match about $110,406 at 4% or $73,604 at 6%.
2003110$57,885$57,599$5,760iApproximate average salary by contribution assumption: employee only about $143,998 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,999 at 6%; with 100% employer match about $71,999 at 4% or $47,999 at 6%.
William F. Roberson, CPA PLLC 401K Plan and Trust-10$57,885$57,599$5,760iApproximate average salary by contribution assumption: employee only about $143,998 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,999 at 6%; with 100% employer match about $71,999 at 4% or $47,999 at 6%.