Kirby & Roberts PC
Plan context: Kirby & Roberts PC Profit Sharing Plan and Trust
EIN 58-2161121 • Lagrange, GA • 21 filings • 7 plans
Current Snapshot
Latest Year
2022
2022 Participants
3
2022 Assets
$362,791
2022 Contributions
$483
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $362,791 | $483 | - |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 0 | $362,791 | $483 | - |
| 2021 | 1 | 3 | $467,812 | $11,470 | $3,823iApproximate average salary by contribution assumption: employee only about $95,583 at 4% or $63,722 at 6%; with 50% employer match about $63,722 at 4% or $42,481 at 6%; with 100% employer match about $47,792 at 4% or $31,861 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 3 | $467,812 | $11,470 | $3,823iApproximate average salary by contribution assumption: employee only about $95,583 at 4% or $63,722 at 6%; with 50% employer match about $63,722 at 4% or $42,481 at 6%; with 100% employer match about $47,792 at 4% or $31,861 at 6%. |
| 2020 | 1 | 4 | $714,267 | $12,003 | $3,001iApproximate average salary by contribution assumption: employee only about $75,019 at 4% or $50,013 at 6%; with 50% employer match about $50,013 at 4% or $33,342 at 6%; with 100% employer match about $37,509 at 4% or $25,006 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $714,267 | $12,003 | $3,001iApproximate average salary by contribution assumption: employee only about $75,019 at 4% or $50,013 at 6%; with 50% employer match about $50,013 at 4% or $33,342 at 6%; with 100% employer match about $37,509 at 4% or $25,006 at 6%. |
| 2018 | 1 | 4 | $472,018 | $7,777 | $1,944iApproximate average salary by contribution assumption: employee only about $48,606 at 4% or $32,404 at 6%; with 50% employer match about $32,404 at 4% or $21,603 at 6%; with 100% employer match about $24,303 at 4% or $16,202 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $472,018 | $7,777 | $1,944iApproximate average salary by contribution assumption: employee only about $48,606 at 4% or $32,404 at 6%; with 50% employer match about $32,404 at 4% or $21,603 at 6%; with 100% employer match about $24,303 at 4% or $16,202 at 6%. |
| 2017 | 1 | 4 | $494,942 | $13,825 | $3,456iApproximate average salary by contribution assumption: employee only about $86,406 at 4% or $57,604 at 6%; with 50% employer match about $57,604 at 4% or $38,403 at 6%; with 100% employer match about $43,203 at 4% or $28,802 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $494,942 | $13,825 | $3,456iApproximate average salary by contribution assumption: employee only about $86,406 at 4% or $57,604 at 6%; with 50% employer match about $57,604 at 4% or $38,403 at 6%; with 100% employer match about $43,203 at 4% or $28,802 at 6%. |
| 2016 | 1 | 4 | $409,442 | $4,320 | $1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $409,442 | $4,320 | $1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%. |
| 2015 | 1 | 4 | $378,273 | $7,777 | $1,944iApproximate average salary by contribution assumption: employee only about $48,606 at 4% or $32,404 at 6%; with 50% employer match about $32,404 at 4% or $21,603 at 6%; with 100% employer match about $24,303 at 4% or $16,202 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $378,273 | $7,777 | $1,944iApproximate average salary by contribution assumption: employee only about $48,606 at 4% or $32,404 at 6%; with 50% employer match about $32,404 at 4% or $21,603 at 6%; with 100% employer match about $24,303 at 4% or $16,202 at 6%. |
| 2014 | 1 | 4 | $373,603 | $22,263 | $5,566iApproximate average salary by contribution assumption: employee only about $139,144 at 4% or $92,763 at 6%; with 50% employer match about $92,763 at 4% or $61,842 at 6%; with 100% employer match about $69,572 at 4% or $46,381 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $373,603 | $22,263 | $5,566iApproximate average salary by contribution assumption: employee only about $139,144 at 4% or $92,763 at 6%; with 50% employer match about $92,763 at 4% or $61,842 at 6%; with 100% employer match about $69,572 at 4% or $46,381 at 6%. |
| 2013 | 1 | 4 | $345,939 | $19,496 | $4,874iApproximate average salary by contribution assumption: employee only about $121,850 at 4% or $81,233 at 6%; with 50% employer match about $81,233 at 4% or $54,156 at 6%; with 100% employer match about $60,925 at 4% or $40,617 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $345,939 | $19,496 | $4,874iApproximate average salary by contribution assumption: employee only about $121,850 at 4% or $81,233 at 6%; with 50% employer match about $81,233 at 4% or $54,156 at 6%; with 100% employer match about $60,925 at 4% or $40,617 at 6%. |
| 2012 | 1 | 4 | $265,131 | $13,653 | $3,413iApproximate average salary by contribution assumption: employee only about $85,331 at 4% or $56,888 at 6%; with 50% employer match about $56,888 at 4% or $37,925 at 6%; with 100% employer match about $42,666 at 4% or $28,444 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $265,131 | $13,653 | $3,413iApproximate average salary by contribution assumption: employee only about $85,331 at 4% or $56,888 at 6%; with 50% employer match about $56,888 at 4% or $37,925 at 6%; with 100% employer match about $42,666 at 4% or $28,444 at 6%. |
| 2010 | 1 | 4 | $214,999 | $23,824 | $5,956iApproximate average salary by contribution assumption: employee only about $148,900 at 4% or $99,267 at 6%; with 50% employer match about $99,267 at 4% or $66,178 at 6%; with 100% employer match about $74,450 at 4% or $49,633 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $214,999 | $23,824 | $5,956iApproximate average salary by contribution assumption: employee only about $148,900 at 4% or $99,267 at 6%; with 50% employer match about $99,267 at 4% or $66,178 at 6%; with 100% employer match about $74,450 at 4% or $49,633 at 6%. |
| 2009 | 1 | 4 | $173,811 | $29,805 | $7,451iApproximate average salary by contribution assumption: employee only about $186,281 at 4% or $124,188 at 6%; with 50% employer match about $124,188 at 4% or $82,792 at 6%; with 100% employer match about $93,141 at 4% or $62,094 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 4 | $173,811 | $29,805 | $7,451iApproximate average salary by contribution assumption: employee only about $186,281 at 4% or $124,188 at 6%; with 50% employer match about $124,188 at 4% or $82,792 at 6%; with 100% employer match about $93,141 at 4% or $62,094 at 6%. |
| 2008 | 1 | 5 | $135,039 | $35,445 | $7,089iApproximate average salary by contribution assumption: employee only about $177,225 at 4% or $118,150 at 6%; with 50% employer match about $118,150 at 4% or $78,767 at 6%; with 100% employer match about $88,613 at 4% or $59,075 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 5 | $135,039 | $35,445 | $7,089iApproximate average salary by contribution assumption: employee only about $177,225 at 4% or $118,150 at 6%; with 50% employer match about $118,150 at 4% or $78,767 at 6%; with 100% employer match about $88,613 at 4% or $59,075 at 6%. |
| 2007 | 1 | 5 | $175,308 | $19,949 | $3,990iApproximate average salary by contribution assumption: employee only about $99,745 at 4% or $66,497 at 6%; with 50% employer match about $66,497 at 4% or $44,331 at 6%; with 100% employer match about $49,873 at 4% or $33,248 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 5 | $175,308 | $19,949 | $3,990iApproximate average salary by contribution assumption: employee only about $99,745 at 4% or $66,497 at 6%; with 50% employer match about $66,497 at 4% or $44,331 at 6%; with 100% employer match about $49,873 at 4% or $33,248 at 6%. |
| 2006 | 1 | 6 | $232,708 | $29,956 | $4,993iApproximate average salary by contribution assumption: employee only about $124,817 at 4% or $83,211 at 6%; with 50% employer match about $83,211 at 4% or $55,474 at 6%; with 100% employer match about $62,408 at 4% or $41,606 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 6 | $232,708 | $29,956 | $4,993iApproximate average salary by contribution assumption: employee only about $124,817 at 4% or $83,211 at 6%; with 50% employer match about $83,211 at 4% or $55,474 at 6%; with 100% employer match about $62,408 at 4% or $41,606 at 6%. |
| 2005 | 1 | 6 | $182,432 | $22,526 | $3,754iApproximate average salary by contribution assumption: employee only about $93,858 at 4% or $62,572 at 6%; with 50% employer match about $62,572 at 4% or $41,715 at 6%; with 100% employer match about $46,929 at 4% or $31,286 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 6 | $182,432 | $22,526 | $3,754iApproximate average salary by contribution assumption: employee only about $93,858 at 4% or $62,572 at 6%; with 50% employer match about $62,572 at 4% or $41,715 at 6%; with 100% employer match about $46,929 at 4% or $31,286 at 6%. |
| 2004 | 1 | 5 | $154,321 | $14,501 | $2,900iApproximate average salary by contribution assumption: employee only about $72,505 at 4% or $48,337 at 6%; with 50% employer match about $48,337 at 4% or $32,224 at 6%; with 100% employer match about $36,253 at 4% or $24,168 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 5 | $154,321 | $14,501 | $2,900iApproximate average salary by contribution assumption: employee only about $72,505 at 4% or $48,337 at 6%; with 50% employer match about $48,337 at 4% or $32,224 at 6%; with 100% employer match about $36,253 at 4% or $24,168 at 6%. |
| 2003 | 1 | 5 | $129,909 | $18,945 | $3,789iApproximate average salary by contribution assumption: employee only about $94,725 at 4% or $63,150 at 6%; with 50% employer match about $63,150 at 4% or $42,100 at 6%; with 100% employer match about $47,363 at 4% or $31,575 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 5 | $129,909 | $18,945 | $3,789iApproximate average salary by contribution assumption: employee only about $94,725 at 4% or $63,150 at 6%; with 50% employer match about $63,150 at 4% or $42,100 at 6%; with 100% employer match about $47,363 at 4% or $31,575 at 6%. |
| 2002 | 1 | 5 | $84,990 | $20,606 | $4,121iApproximate average salary by contribution assumption: employee only about $103,030 at 4% or $68,687 at 6%; with 50% employer match about $68,687 at 4% or $45,791 at 6%; with 100% employer match about $51,515 at 4% or $34,343 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 5 | $84,990 | $20,606 | $4,121iApproximate average salary by contribution assumption: employee only about $103,030 at 4% or $68,687 at 6%; with 50% employer match about $68,687 at 4% or $45,791 at 6%; with 100% employer match about $51,515 at 4% or $34,343 at 6%. |
| 2000 | 1 | 8 | $0 | $0 | - |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 1999 | 1 | 7 | $115,094 | $30,429 | $4,347iApproximate average salary by contribution assumption: employee only about $108,675 at 4% or $72,450 at 6%; with 50% employer match about $72,450 at 4% or $48,300 at 6%; with 100% employer match about $54,338 at 4% or $36,225 at 6%. |
| Kirby & Roberts PC Profit Sharing Plan and Trust | - | 7 | $115,094 | $30,429 | $4,347iApproximate average salary by contribution assumption: employee only about $108,675 at 4% or $72,450 at 6%; with 50% employer match about $72,450 at 4% or $48,300 at 6%; with 100% employer match about $54,338 at 4% or $36,225 at 6%. |