Civic Intelligence

Norman T. Roberts, P.A.

Plan context: Norman T. Roberts, P.A. Profit Sharing Plan and Trust

EIN 59-2047667 • 16 filings • 3 plans

Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$2,232,654

2014 Contributions

$7,448

Historical Graphs

Total Assets Over Time

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

$4,379,887$2,189,944$0199920062014YearValue
$2,232,654Latest year 2014

Participants Over Time

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

530199920072014YearValue
1Latest year 2014

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
201411$2,232,654$0-
Norman T. Roberts, P.A. Profit Sharing Plan and Trust-1$2,232,654--
201313$2,585,050$0-
Norman T. Roberts, P.A. Profit Sharing Plan and Trust-3$2,585,050--
201214$2,949,316$0-
Norman T. Roberts, P.A. Profit Sharing Plan and Trust-4$2,949,316--
201112$2,864,580$0-
Norman T. Roberts, P.A. Profit Sharing Plan and Trust-2$2,864,580--
201012$4,168,719$0-
Norman T. Roberts, P.A. Profit Sharing Plan and Trust-2$4,168,719--
200912$4,379,887$0-
Norman T. Roberts, P.A. Profit Sharing Plan and Trust-2$4,379,887--
200815$4,172,636$7,448$1,490iApproximate average salary by contribution assumption: employee only about $37,240 at 4% or $24,827 at 6%; with 50% employer match about $24,827 at 4% or $16,551 at 6%; with 100% employer match about $18,620 at 4% or $12,413 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan and Trust-5$4,172,636$7,448$1,490iApproximate average salary by contribution assumption: employee only about $37,240 at 4% or $24,827 at 6%; with 50% employer match about $24,827 at 4% or $16,551 at 6%; with 100% employer match about $18,620 at 4% or $12,413 at 6%.
200713$0$0-
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-3---
200613$3,600,804$11,407$3,802iApproximate average salary by contribution assumption: employee only about $95,058 at 4% or $63,372 at 6%; with 50% employer match about $63,372 at 4% or $42,248 at 6%; with 100% employer match about $47,529 at 4% or $31,686 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-3$3,600,804$11,407$3,802iApproximate average salary by contribution assumption: employee only about $95,058 at 4% or $63,372 at 6%; with 50% employer match about $63,372 at 4% or $42,248 at 6%; with 100% employer match about $47,529 at 4% or $31,686 at 6%.
200514$3,385,886$60,254$15,064iApproximate average salary by contribution assumption: employee only about $376,588 at 4% or $251,058 at 6%; with 50% employer match about $251,058 at 4% or $167,372 at 6%; with 100% employer match about $188,294 at 4% or $125,529 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-4$3,385,886$60,254$15,064iApproximate average salary by contribution assumption: employee only about $376,588 at 4% or $251,058 at 6%; with 50% employer match about $251,058 at 4% or $167,372 at 6%; with 100% employer match about $188,294 at 4% or $125,529 at 6%.
200415$2,935,900$340,611$68,122iApproximate average salary by contribution assumption: employee only about $1,703,055 at 4% or $1,135,370 at 6%; with 50% employer match about $1,135,370 at 4% or $756,913 at 6%; with 100% employer match about $851,528 at 4% or $567,685 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-5$2,935,900$340,611$68,122iApproximate average salary by contribution assumption: employee only about $1,703,055 at 4% or $1,135,370 at 6%; with 50% employer match about $1,135,370 at 4% or $756,913 at 6%; with 100% employer match about $851,528 at 4% or $567,685 at 6%.
200314$2,288,388$64,775$16,194iApproximate average salary by contribution assumption: employee only about $404,844 at 4% or $269,896 at 6%; with 50% employer match about $269,896 at 4% or $179,931 at 6%; with 100% employer match about $202,422 at 4% or $134,948 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-4$2,288,388$64,775$16,194iApproximate average salary by contribution assumption: employee only about $404,844 at 4% or $269,896 at 6%; with 50% employer match about $269,896 at 4% or $179,931 at 6%; with 100% employer match about $202,422 at 4% or $134,948 at 6%.
200215$2,073,578$52,481$10,496iApproximate average salary by contribution assumption: employee only about $262,405 at 4% or $174,937 at 6%; with 50% employer match about $174,937 at 4% or $116,624 at 6%; with 100% employer match about $131,203 at 4% or $87,468 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-5$2,073,578$52,481$10,496iApproximate average salary by contribution assumption: employee only about $262,405 at 4% or $174,937 at 6%; with 50% employer match about $174,937 at 4% or $116,624 at 6%; with 100% employer match about $131,203 at 4% or $87,468 at 6%.
200113$1,909,660$35,738$11,913iApproximate average salary by contribution assumption: employee only about $297,817 at 4% or $198,544 at 6%; with 50% employer match about $198,544 at 4% or $132,363 at 6%; with 100% employer match about $148,908 at 4% or $99,272 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-3$1,909,660$35,738$11,913iApproximate average salary by contribution assumption: employee only about $297,817 at 4% or $198,544 at 6%; with 50% employer match about $198,544 at 4% or $132,363 at 6%; with 100% employer match about $148,908 at 4% or $99,272 at 6%.
200014$1,736,625$395,166$98,792iApproximate average salary by contribution assumption: employee only about $2,469,788 at 4% or $1,646,525 at 6%; with 50% employer match about $1,646,525 at 4% or $1,097,683 at 6%; with 100% employer match about $1,234,894 at 4% or $823,263 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-4$1,736,625$395,166$98,792iApproximate average salary by contribution assumption: employee only about $2,469,788 at 4% or $1,646,525 at 6%; with 50% employer match about $1,646,525 at 4% or $1,097,683 at 6%; with 100% employer match about $1,234,894 at 4% or $823,263 at 6%.
199914$1,182,649$36,320$9,080iApproximate average salary by contribution assumption: employee only about $227,000 at 4% or $151,333 at 6%; with 50% employer match about $151,333 at 4% or $100,889 at 6%; with 100% employer match about $113,500 at 4% or $75,667 at 6%.
Norman T. Roberts, P.A. Profit Sharing Plan & Trust-4$1,182,649$36,320$9,080iApproximate average salary by contribution assumption: employee only about $227,000 at 4% or $151,333 at 6%; with 50% employer match about $151,333 at 4% or $100,889 at 6%; with 100% employer match about $113,500 at 4% or $75,667 at 6%.