Academic Excellence LLC
Plan context: Charles T. Roberts Profit Sharing Plan
EIN 56-2151006 • 7 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
7
2005 Assets
$42,684
2005 Contributions
$2,583
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2005 | 1 | 7 | $42,684 | $2,583 | $369iApproximate average salary by contribution assumption: employee only about $9,225 at 4% or $6,150 at 6%; with 50% employer match about $6,150 at 4% or $4,100 at 6%; with 100% employer match about $4,613 at 4% or $3,075 at 6%. |
| Charles T. Roberts Profit Sharing Plan | - | 7 | $42,684 | $2,583 | $369iApproximate average salary by contribution assumption: employee only about $9,225 at 4% or $6,150 at 6%; with 50% employer match about $6,150 at 4% or $4,100 at 6%; with 100% employer match about $4,613 at 4% or $3,075 at 6%. |
| 2004 | 1 | 6 | $204,832 | $6,068 | $1,011iApproximate average salary by contribution assumption: employee only about $25,283 at 4% or $16,856 at 6%; with 50% employer match about $16,856 at 4% or $11,237 at 6%; with 100% employer match about $12,642 at 4% or $8,428 at 6%. |
| Charles T. Roberts Profit Sharing Plan | - | 6 | $204,832 | $6,068 | $1,011iApproximate average salary by contribution assumption: employee only about $25,283 at 4% or $16,856 at 6%; with 50% employer match about $16,856 at 4% or $11,237 at 6%; with 100% employer match about $12,642 at 4% or $8,428 at 6%. |
| 2003 | 1 | 5 | $211,081 | $16,057 | $3,211iApproximate average salary by contribution assumption: employee only about $80,285 at 4% or $53,523 at 6%; with 50% employer match about $53,523 at 4% or $35,682 at 6%; with 100% employer match about $40,143 at 4% or $26,762 at 6%. |
| Charles T. Roberts Profit Sharing Plan | - | 5 | $211,081 | $16,057 | $3,211iApproximate average salary by contribution assumption: employee only about $80,285 at 4% or $53,523 at 6%; with 50% employer match about $53,523 at 4% or $35,682 at 6%; with 100% employer match about $40,143 at 4% or $26,762 at 6%. |
| 2002 | 1 | 5 | $154,820 | $5,697 | $1,139iApproximate average salary by contribution assumption: employee only about $28,485 at 4% or $18,990 at 6%; with 50% employer match about $18,990 at 4% or $12,660 at 6%; with 100% employer match about $14,243 at 4% or $9,495 at 6%. |
| Charles T. Roberts Profit Sharing Plan | - | 5 | $154,820 | $5,697 | $1,139iApproximate average salary by contribution assumption: employee only about $28,485 at 4% or $18,990 at 6%; with 50% employer match about $18,990 at 4% or $12,660 at 6%; with 100% employer match about $14,243 at 4% or $9,495 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Charles T. Roberts Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 6 | $239,038 | $3,955 | $659iApproximate average salary by contribution assumption: employee only about $16,479 at 4% or $10,986 at 6%; with 50% employer match about $10,986 at 4% or $7,324 at 6%; with 100% employer match about $8,240 at 4% or $5,493 at 6%. |
| Charles T. Roberts Profit Sharing Plan | - | 6 | $239,038 | $3,955 | $659iApproximate average salary by contribution assumption: employee only about $16,479 at 4% or $10,986 at 6%; with 50% employer match about $10,986 at 4% or $7,324 at 6%; with 100% employer match about $8,240 at 4% or $5,493 at 6%. |
| 1999 | 1 | 4 | $263,637 | $0 | - |
| Charles T. Roberts Profit Sharing Plan | - | 4 | $263,637 | - | - |