D.H. Robertson & Associates PC.
Plan context: D.H. Robertson & Associates PC. Age Weighted Profit Sharing Plan
EIN 58-1593687 • 5 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
10
2005 Assets
$338,508
2005 Contributions
$52,204
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 | 0 | $0 | $0 | - |
| D.H. Robertson & Associates PC. Age Weighted Profit Sharing Plan | - | 0 | - | - | - |
| 2004 | 1 | 10 | $338,508 | $52,204 | $5,220iApproximate average salary by contribution assumption: employee only about $130,510 at 4% or $87,007 at 6%; with 50% employer match about $87,007 at 4% or $58,004 at 6%; with 100% employer match about $65,255 at 4% or $43,503 at 6%. |
| D.H. Robertson & Associates PC. Age Weighted Profit Sharing Plan | - | 10 | $338,508 | $52,204 | $5,220iApproximate average salary by contribution assumption: employee only about $130,510 at 4% or $87,007 at 6%; with 50% employer match about $87,007 at 4% or $58,004 at 6%; with 100% employer match about $65,255 at 4% or $43,503 at 6%. |
| 2003 | 1 | 9 | $260,118 | $67,862 | $7,540iApproximate average salary by contribution assumption: employee only about $188,506 at 4% or $125,670 at 6%; with 50% employer match about $125,670 at 4% or $83,780 at 6%; with 100% employer match about $94,253 at 4% or $62,835 at 6%. |
| D.H. Robertson & Associates PC. Age Weighted Profit Sharing Plan | - | 9 | $260,118 | $67,862 | $7,540iApproximate average salary by contribution assumption: employee only about $188,506 at 4% or $125,670 at 6%; with 50% employer match about $125,670 at 4% or $83,780 at 6%; with 100% employer match about $94,253 at 4% or $62,835 at 6%. |
| 2002 | 1 | 9 | $152,300 | $66,691 | $7,410iApproximate average salary by contribution assumption: employee only about $185,253 at 4% or $123,502 at 6%; with 50% employer match about $123,502 at 4% or $82,335 at 6%; with 100% employer match about $92,626 at 4% or $61,751 at 6%. |
| D.H. Robertson & Associates PC. Age Weighted Profit Sharing Plan | - | 9 | $152,300 | $66,691 | $7,410iApproximate average salary by contribution assumption: employee only about $185,253 at 4% or $123,502 at 6%; with 50% employer match about $123,502 at 4% or $82,335 at 6%; with 100% employer match about $92,626 at 4% or $61,751 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| D.H. Robertson & Associates PC. Age Weighted Profit Sharing Plan | - | 9 | - | - | - |