Civic Intelligence

Robert & Company

Plan context: Robert & Company Savings & Investment Plan

EIN 58-0404938 • Atlanta, GA • 29 filings • 3 plans

229 Peachtree St NESuite 2000Atlanta, GA 30303-1629
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$5,185,383

2024 Contributions

$264,785

Historical Graphs

Total Assets Over Time

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

$8,621,302$4,310,651$0199920132024YearValue
$5,185,383Latest year 2024

Participants Over Time

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

85430199920122024YearValue
44Latest 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
2024144$5,185,383$264,785$6,018iApproximate average salary by contribution assumption: employee only about $150,446 at 4% or $100,297 at 6%; with 50% employer match about $100,297 at 4% or $66,865 at 6%; with 100% employer match about $75,223 at 4% or $50,149 at 6%.
Robert & Company Savings & Investment Plan-44$5,185,383$264,785$6,018iApproximate average salary by contribution assumption: employee only about $150,446 at 4% or $100,297 at 6%; with 50% employer match about $100,297 at 4% or $66,865 at 6%; with 100% employer match about $75,223 at 4% or $50,149 at 6%.
2023131$4,994,526$86,331$2,785iApproximate average salary by contribution assumption: employee only about $69,622 at 4% or $46,415 at 6%; with 50% employer match about $46,415 at 4% or $30,943 at 6%; with 100% employer match about $34,811 at 4% or $23,207 at 6%.
Robert & Company Savings & Investment Plan-31$4,994,526$86,331$2,785iApproximate average salary by contribution assumption: employee only about $69,622 at 4% or $46,415 at 6%; with 50% employer match about $46,415 at 4% or $30,943 at 6%; with 100% employer match about $34,811 at 4% or $23,207 at 6%.
2022143$4,680,327$182,906$4,254iApproximate average salary by contribution assumption: employee only about $106,341 at 4% or $70,894 at 6%; with 50% employer match about $70,894 at 4% or $47,263 at 6%; with 100% employer match about $53,170 at 4% or $35,447 at 6%.
Robert & Company Savings & Investment Plan-43$4,680,327$182,906$4,254iApproximate average salary by contribution assumption: employee only about $106,341 at 4% or $70,894 at 6%; with 50% employer match about $70,894 at 4% or $47,263 at 6%; with 100% employer match about $53,170 at 4% or $35,447 at 6%.
2021242$5,928,650$133,412$3,176iApproximate average salary by contribution assumption: employee only about $79,412 at 4% or $52,941 at 6%; with 50% employer match about $52,941 at 4% or $35,294 at 6%; with 100% employer match about $39,706 at 4% or $26,471 at 6%.
Robert & Company Savings & Investment Plan-42$5,928,650$133,412$3,176iApproximate average salary by contribution assumption: employee only about $79,412 at 4% or $52,941 at 6%; with 50% employer match about $52,941 at 4% or $35,294 at 6%; with 100% employer match about $39,706 at 4% or $26,471 at 6%.
ROBERT AND COMPANY, INC. GCF BENEFIT PLAN-0$0$0-
2020254$5,241,209$572,853$10,608iApproximate average salary by contribution assumption: employee only about $265,210 at 4% or $176,806 at 6%; with 50% employer match about $176,806 at 4% or $117,871 at 6%; with 100% employer match about $132,605 at 4% or $88,403 at 6%.
Robert & Company Savings & Investment Plan-54$5,192,630$214,085$3,965iApproximate average salary by contribution assumption: employee only about $99,113 at 4% or $66,076 at 6%; with 50% employer match about $66,076 at 4% or $44,050 at 6%; with 100% employer match about $49,557 at 4% or $33,038 at 6%.
ROBERT AND COMPANY, INC. GCF BENEFIT PLAN-35$48,579$358,768$10,251iApproximate average salary by contribution assumption: employee only about $256,263 at 4% or $170,842 at 6%; with 50% employer match about $170,842 at 4% or $113,895 at 6%; with 100% employer match about $128,131 at 4% or $85,421 at 6%.
2019237$4,444,169$438,900$11,862iApproximate average salary by contribution assumption: employee only about $296,554 at 4% or $197,703 at 6%; with 50% employer match about $197,703 at 4% or $131,802 at 6%; with 100% employer match about $148,277 at 4% or $98,851 at 6%.
Robert & Company Savings & Investment Plan-37$4,416,247$261,035$7,055iApproximate average salary by contribution assumption: employee only about $176,375 at 4% or $117,583 at 6%; with 50% employer match about $117,583 at 4% or $78,389 at 6%; with 100% employer match about $88,188 at 4% or $58,792 at 6%.
ROBERT AND COMPANY, INC. GCF BENEFIT PLAN-37$27,922$177,865$4,807iApproximate average salary by contribution assumption: employee only about $120,179 at 4% or $80,119 at 6%; with 50% employer match about $80,119 at 4% or $53,413 at 6%; with 100% employer match about $60,090 at 4% or $40,060 at 6%.
2018135$3,517,387$176,617$5,046iApproximate average salary by contribution assumption: employee only about $126,155 at 4% or $84,103 at 6%; with 50% employer match about $84,103 at 4% or $56,069 at 6%; with 100% employer match about $63,078 at 4% or $42,052 at 6%.
Robert & Company Savings & Investment Plan-35$3,517,387$176,617$5,046iApproximate average salary by contribution assumption: employee only about $126,155 at 4% or $84,103 at 6%; with 50% employer match about $84,103 at 4% or $56,069 at 6%; with 100% employer match about $63,078 at 4% or $42,052 at 6%.
2017136$4,197,934$138,727$3,854iApproximate average salary by contribution assumption: employee only about $96,338 at 4% or $64,225 at 6%; with 50% employer match about $64,225 at 4% or $42,817 at 6%; with 100% employer match about $48,169 at 4% or $32,113 at 6%.
Robert & Company Savings & Investment Plan-36$4,197,934$138,727$3,854iApproximate average salary by contribution assumption: employee only about $96,338 at 4% or $64,225 at 6%; with 50% employer match about $64,225 at 4% or $42,817 at 6%; with 100% employer match about $48,169 at 4% or $32,113 at 6%.
2016141$4,053,280$155,344$3,789iApproximate average salary by contribution assumption: employee only about $94,722 at 4% or $63,148 at 6%; with 50% employer match about $63,148 at 4% or $42,099 at 6%; with 100% employer match about $47,361 at 4% or $31,574 at 6%.
Robert & Company Savings & Investment Plan-41$4,053,280$155,344$3,789iApproximate average salary by contribution assumption: employee only about $94,722 at 4% or $63,148 at 6%; with 50% employer match about $63,148 at 4% or $42,099 at 6%; with 100% employer match about $47,361 at 4% or $31,574 at 6%.
2015143$4,841,161$239,364$5,567iApproximate average salary by contribution assumption: employee only about $139,165 at 4% or $92,777 at 6%; with 50% employer match about $92,777 at 4% or $61,851 at 6%; with 100% employer match about $69,583 at 4% or $46,388 at 6%.
Robert & Company Savings & Investment Plan-43$4,841,161$239,364$5,567iApproximate average salary by contribution assumption: employee only about $139,165 at 4% or $92,777 at 6%; with 50% employer match about $92,777 at 4% or $61,851 at 6%; with 100% employer match about $69,583 at 4% or $46,388 at 6%.
2014159$7,129,948$346,146$5,867iApproximate average salary by contribution assumption: employee only about $146,672 at 4% or $97,781 at 6%; with 50% employer match about $97,781 at 4% or $65,188 at 6%; with 100% employer match about $73,336 at 4% or $48,891 at 6%.
Robert & Company Savings & Investment Plan-59$7,129,948$346,146$5,867iApproximate average salary by contribution assumption: employee only about $146,672 at 4% or $97,781 at 6%; with 50% employer match about $97,781 at 4% or $65,188 at 6%; with 100% employer match about $73,336 at 4% or $48,891 at 6%.
2013158$7,339,711$348,917$6,016iApproximate average salary by contribution assumption: employee only about $150,395 at 4% or $100,264 at 6%; with 50% employer match about $100,264 at 4% or $66,842 at 6%; with 100% employer match about $75,198 at 4% or $50,132 at 6%.
Robert & Company Savings & Investment Plan-58$7,339,711$348,917$6,016iApproximate average salary by contribution assumption: employee only about $150,395 at 4% or $100,264 at 6%; with 50% employer match about $100,264 at 4% or $66,842 at 6%; with 100% employer match about $75,198 at 4% or $50,132 at 6%.
2012153$6,119,576$276,438$5,216iApproximate average salary by contribution assumption: employee only about $130,395 at 4% or $86,930 at 6%; with 50% employer match about $86,930 at 4% or $57,953 at 6%; with 100% employer match about $65,198 at 4% or $43,465 at 6%.
Robert & Company Savings & Investment Plan-53$6,119,576$276,438$5,216iApproximate average salary by contribution assumption: employee only about $130,395 at 4% or $86,930 at 6%; with 50% employer match about $86,930 at 4% or $57,953 at 6%; with 100% employer match about $65,198 at 4% or $43,465 at 6%.
2011157$6,214,371$286,825$5,032iApproximate average salary by contribution assumption: employee only about $125,800 at 4% or $83,867 at 6%; with 50% employer match about $83,867 at 4% or $55,911 at 6%; with 100% employer match about $62,900 at 4% or $41,933 at 6%.
Robert & Company Savings & Investment Plan-57$6,214,371$286,825$5,032iApproximate average salary by contribution assumption: employee only about $125,800 at 4% or $83,867 at 6%; with 50% employer match about $83,867 at 4% or $55,911 at 6%; with 100% employer match about $62,900 at 4% or $41,933 at 6%.
2010158$7,486,843$298,348$5,144iApproximate average salary by contribution assumption: employee only about $128,598 at 4% or $85,732 at 6%; with 50% employer match about $85,732 at 4% or $57,155 at 6%; with 100% employer match about $64,299 at 4% or $42,866 at 6%.
Robert & Company Savings & Investment Plan-58$7,486,843$298,348$5,144iApproximate average salary by contribution assumption: employee only about $128,598 at 4% or $85,732 at 6%; with 50% employer match about $85,732 at 4% or $57,155 at 6%; with 100% employer match about $64,299 at 4% or $42,866 at 6%.
2009154$7,012,984$302,129$5,595iApproximate average salary by contribution assumption: employee only about $139,875 at 4% or $93,250 at 6%; with 50% employer match about $93,250 at 4% or $62,166 at 6%; with 100% employer match about $69,937 at 4% or $46,625 at 6%.
Robert & Company Savings & Investment Plan-54$7,012,984$302,129$5,595iApproximate average salary by contribution assumption: employee only about $139,875 at 4% or $93,250 at 6%; with 50% employer match about $93,250 at 4% or $62,166 at 6%; with 100% employer match about $69,937 at 4% or $46,625 at 6%.
2008161$0$0-
Robert & Company Savings & Investment Plan-61---
2007157$0$0-
Robert & Company Savings & Investment Plan-57---
2006156$8,618,142$380,314$6,791iApproximate average salary by contribution assumption: employee only about $169,783 at 4% or $113,189 at 6%; with 50% employer match about $113,189 at 4% or $75,459 at 6%; with 100% employer match about $84,892 at 4% or $56,594 at 6%.
Robert & Company Savings & Investment Plan-56$8,618,142$380,314$6,791iApproximate average salary by contribution assumption: employee only about $169,783 at 4% or $113,189 at 6%; with 50% employer match about $113,189 at 4% or $75,459 at 6%; with 100% employer match about $84,892 at 4% or $56,594 at 6%.
2005162$7,597,109$405,417$6,539iApproximate average salary by contribution assumption: employee only about $163,475 at 4% or $108,983 at 6%; with 50% employer match about $108,983 at 4% or $72,655 at 6%; with 100% employer match about $81,737 at 4% or $54,492 at 6%.
Robert & Company Savings & Investment Plan-62$7,597,109$405,417$6,539iApproximate average salary by contribution assumption: employee only about $163,475 at 4% or $108,983 at 6%; with 50% employer match about $108,983 at 4% or $72,655 at 6%; with 100% employer match about $81,737 at 4% or $54,492 at 6%.
2004170$8,621,302$462,037$6,601iApproximate average salary by contribution assumption: employee only about $165,013 at 4% or $110,009 at 6%; with 50% employer match about $110,009 at 4% or $73,339 at 6%; with 100% employer match about $82,507 at 4% or $55,004 at 6%.
Robert & Company Savings & Investment Plan-70$8,621,302$462,037$6,601iApproximate average salary by contribution assumption: employee only about $165,013 at 4% or $110,009 at 6%; with 50% employer match about $110,009 at 4% or $73,339 at 6%; with 100% employer match about $82,507 at 4% or $55,004 at 6%.
2003167$7,526,887$407,997$6,090iApproximate average salary by contribution assumption: employee only about $152,238 at 4% or $101,492 at 6%; with 50% employer match about $101,492 at 4% or $67,661 at 6%; with 100% employer match about $76,119 at 4% or $50,746 at 6%.
Robert & Company Savings & Investment Plan-67$7,526,887$407,997$6,090iApproximate average salary by contribution assumption: employee only about $152,238 at 4% or $101,492 at 6%; with 50% employer match about $101,492 at 4% or $67,661 at 6%; with 100% employer match about $76,119 at 4% or $50,746 at 6%.
2002180$6,821,468$515,554$6,444iApproximate average salary by contribution assumption: employee only about $161,111 at 4% or $107,407 at 6%; with 50% employer match about $107,407 at 4% or $71,605 at 6%; with 100% employer match about $80,555 at 4% or $53,704 at 6%.
Robert & Company Savings & Investment Plan-80$6,821,468$515,554$6,444iApproximate average salary by contribution assumption: employee only about $161,111 at 4% or $107,407 at 6%; with 50% employer match about $107,407 at 4% or $71,605 at 6%; with 100% employer match about $80,555 at 4% or $53,704 at 6%.
2001185$0$0-
Robert & Company Savings & Investment Plan-85---
2000175$7,610,569$468,194$6,243iApproximate average salary by contribution assumption: employee only about $156,065 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,022 at 6%.
Robert & Company Savings & Investment Plan-75$7,610,569$468,194$6,243iApproximate average salary by contribution assumption: employee only about $156,065 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,022 at 6%.
1999163$7,597,974$418,108$6,637iApproximate average salary by contribution assumption: employee only about $165,916 at 4% or $110,611 at 6%; with 50% employer match about $110,611 at 4% or $73,740 at 6%; with 100% employer match about $82,958 at 4% or $55,305 at 6%.
Robert & Company Savings & Investment Plan-63$7,597,974$418,108$6,637iApproximate average salary by contribution assumption: employee only about $165,916 at 4% or $110,611 at 6%; with 50% employer match about $110,611 at 4% or $73,740 at 6%; with 100% employer match about $82,958 at 4% or $55,305 at 6%.