Civic Intelligence

Robertson & Associates

Plan context: Robertson & Associates Retirement Plan

EIN 57-0933076 • Charleston, SC • 13 filings • 4 plans

177 Meeting Street, Suite 300Charleston, SC 29401
Current Snapshot

Latest Year

2012

2012 Participants

18

2012 Assets

$1,257,083

2012 Contributions

$58,858

Historical Graphs

Total Assets Over Time

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

$1,613,880$806,940$0199920062012YearValue
$1,257,083Latest year 2012

Participants Over Time

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

22110199920062012YearValue
18Latest year 2012

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
2012118$1,257,083$58,858$3,270iApproximate average salary by contribution assumption: employee only about $81,747 at 4% or $54,498 at 6%; with 50% employer match about $54,498 at 4% or $36,332 at 6%; with 100% employer match about $40,874 at 4% or $27,249 at 6%.
Robertson & Associates Retirement Plan-18$1,257,083$58,858$3,270iApproximate average salary by contribution assumption: employee only about $81,747 at 4% or $54,498 at 6%; with 50% employer match about $54,498 at 4% or $36,332 at 6%; with 100% employer match about $40,874 at 4% or $27,249 at 6%.
2011120$1,098,766$84,630$4,232iApproximate average salary by contribution assumption: employee only about $105,788 at 4% or $70,525 at 6%; with 50% employer match about $70,525 at 4% or $47,017 at 6%; with 100% employer match about $52,894 at 4% or $35,263 at 6%.
Robertson & Associates Retirement Plan-20$1,098,766$84,630$4,232iApproximate average salary by contribution assumption: employee only about $105,788 at 4% or $70,525 at 6%; with 50% employer match about $70,525 at 4% or $47,017 at 6%; with 100% employer match about $52,894 at 4% or $35,263 at 6%.
2010122$1,106,365$94,226$4,283iApproximate average salary by contribution assumption: employee only about $107,075 at 4% or $71,383 at 6%; with 50% employer match about $71,383 at 4% or $47,589 at 6%; with 100% employer match about $53,538 at 4% or $35,692 at 6%.
Robertson & Associates Retirement Plan-22$1,106,365$94,226$4,283iApproximate average salary by contribution assumption: employee only about $107,075 at 4% or $71,383 at 6%; with 50% employer match about $71,383 at 4% or $47,589 at 6%; with 100% employer match about $53,538 at 4% or $35,692 at 6%.
2009120$906,007$109,886$5,494iApproximate average salary by contribution assumption: employee only about $137,358 at 4% or $91,572 at 6%; with 50% employer match about $91,572 at 4% or $61,048 at 6%; with 100% employer match about $68,679 at 4% or $45,786 at 6%.
Robertson & Associates Retirement Plan-20$906,007$109,886$5,494iApproximate average salary by contribution assumption: employee only about $137,358 at 4% or $91,572 at 6%; with 50% employer match about $91,572 at 4% or $61,048 at 6%; with 100% employer match about $68,679 at 4% or $45,786 at 6%.
200818$1,222,445$108,511$13,564iApproximate average salary by contribution assumption: employee only about $339,097 at 4% or $226,065 at 6%; with 50% employer match about $226,065 at 4% or $150,710 at 6%; with 100% employer match about $169,548 at 4% or $113,032 at 6%.
Robertson & Associates Retirement Plan-8$1,222,445$108,511$13,564iApproximate average salary by contribution assumption: employee only about $339,097 at 4% or $226,065 at 6%; with 50% employer match about $226,065 at 4% or $150,710 at 6%; with 100% employer match about $169,548 at 4% or $113,032 at 6%.
2007111$1,613,880$105,612$9,601iApproximate average salary by contribution assumption: employee only about $240,027 at 4% or $160,018 at 6%; with 50% employer match about $160,018 at 4% or $106,679 at 6%; with 100% employer match about $120,014 at 4% or $80,009 at 6%.
Robertson & Associates Retirement Plan-11$1,613,880$105,612$9,601iApproximate average salary by contribution assumption: employee only about $240,027 at 4% or $160,018 at 6%; with 50% employer match about $160,018 at 4% or $106,679 at 6%; with 100% employer match about $120,014 at 4% or $80,009 at 6%.
2006110$1,417,558$92,141$9,214iApproximate average salary by contribution assumption: employee only about $230,353 at 4% or $153,568 at 6%; with 50% employer match about $153,568 at 4% or $102,379 at 6%; with 100% employer match about $115,176 at 4% or $76,784 at 6%.
Robertson & Associates Retirement Plan-10$1,417,558$92,141$9,214iApproximate average salary by contribution assumption: employee only about $230,353 at 4% or $153,568 at 6%; with 50% employer match about $153,568 at 4% or $102,379 at 6%; with 100% employer match about $115,176 at 4% or $76,784 at 6%.
200519$1,198,544$86,804$9,645iApproximate average salary by contribution assumption: employee only about $241,122 at 4% or $160,748 at 6%; with 50% employer match about $160,748 at 4% or $107,165 at 6%; with 100% employer match about $120,561 at 4% or $80,374 at 6%.
Robertson & Associates Retirement Plan-9$1,198,544$86,804$9,645iApproximate average salary by contribution assumption: employee only about $241,122 at 4% or $160,748 at 6%; with 50% employer match about $160,748 at 4% or $107,165 at 6%; with 100% employer match about $120,561 at 4% or $80,374 at 6%.
2004110$1,143,871$86,299$8,630iApproximate average salary by contribution assumption: employee only about $215,748 at 4% or $143,832 at 6%; with 50% employer match about $143,832 at 4% or $95,888 at 6%; with 100% employer match about $107,874 at 4% or $71,916 at 6%.
Robertson & Associates Retirement Plan-10$1,143,871$86,299$8,630iApproximate average salary by contribution assumption: employee only about $215,748 at 4% or $143,832 at 6%; with 50% employer match about $143,832 at 4% or $95,888 at 6%; with 100% employer match about $107,874 at 4% or $71,916 at 6%.
2002110$749,611$75,775$7,578iApproximate average salary by contribution assumption: employee only about $189,438 at 4% or $126,292 at 6%; with 50% employer match about $126,292 at 4% or $84,194 at 6%; with 100% employer match about $94,719 at 4% or $63,146 at 6%.
Robertson & Associates Retirement Plan-10$749,611$75,775$7,578iApproximate average salary by contribution assumption: employee only about $189,438 at 4% or $126,292 at 6%; with 50% employer match about $126,292 at 4% or $84,194 at 6%; with 100% employer match about $94,719 at 4% or $63,146 at 6%.
2001110$759,497$57,851$5,785iApproximate average salary by contribution assumption: employee only about $144,628 at 4% or $96,418 at 6%; with 50% employer match about $96,418 at 4% or $64,279 at 6%; with 100% employer match about $72,314 at 4% or $48,209 at 6%.
Robertson & Associates Retirement Plan-10$759,497$57,851$5,785iApproximate average salary by contribution assumption: employee only about $144,628 at 4% or $96,418 at 6%; with 50% employer match about $96,418 at 4% or $64,279 at 6%; with 100% employer match about $72,314 at 4% or $48,209 at 6%.
200017$797,481$47,984$6,855iApproximate average salary by contribution assumption: employee only about $171,371 at 4% or $114,248 at 6%; with 50% employer match about $114,248 at 4% or $76,165 at 6%; with 100% employer match about $85,686 at 4% or $57,124 at 6%.
Robertson & Associates Retirement Plan-7$797,481$47,984$6,855iApproximate average salary by contribution assumption: employee only about $171,371 at 4% or $114,248 at 6%; with 50% employer match about $114,248 at 4% or $76,165 at 6%; with 100% employer match about $85,686 at 4% or $57,124 at 6%.
199917$753,775$34,994$4,999iApproximate average salary by contribution assumption: employee only about $124,979 at 4% or $83,319 at 6%; with 50% employer match about $83,319 at 4% or $55,546 at 6%; with 100% employer match about $62,489 at 4% or $41,660 at 6%.
Robertson & Associates Retirement Plan-7$753,775$34,994$4,999iApproximate average salary by contribution assumption: employee only about $124,979 at 4% or $83,319 at 6%; with 50% employer match about $83,319 at 4% or $55,546 at 6%; with 100% employer match about $62,489 at 4% or $41,660 at 6%.