Civic Intelligence

Roberts Funeral Home

Plan context: Roberts Funeral Home 401K Profit Sharing Plan & Trust

EIN 59-2108879 • Dunnellon, FL • 20 filings • 3 plans

19939 East Pennsylvania AvenueP.O. Box 2073Dunnellon, FL 34430
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$5,599

2019 Contributions

$15,399

Historical Graphs

Total Assets Over Time

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

$382,816$191,408$0199920112018YearValue
$5,599Latest year 2018

Participants Over Time

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

1050199920092018YearValue
1Latest year 2018

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
201910$0$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-0$0--
201811$5,599$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-1$5,599$0-
201711$6,210$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-1$6,210$0-
201611$5,018$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-1$5,018$0-
201515$191,525$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-5$191,525$0-
201415$326,164$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-5$326,164$0-
201315$297,335$15,399$3,080iApproximate average salary by contribution assumption: employee only about $76,995 at 4% or $51,330 at 6%; with 50% employer match about $51,330 at 4% or $34,220 at 6%; with 100% employer match about $38,498 at 4% or $25,665 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-5$297,335$15,399$3,080iApproximate average salary by contribution assumption: employee only about $76,995 at 4% or $51,330 at 6%; with 50% employer match about $51,330 at 4% or $34,220 at 6%; with 100% employer match about $38,498 at 4% or $25,665 at 6%.
201216$382,816$22,257$3,710iApproximate average salary by contribution assumption: employee only about $92,738 at 4% or $61,825 at 6%; with 50% employer match about $61,825 at 4% or $41,217 at 6%; with 100% employer match about $46,369 at 4% or $30,913 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-6$382,816$22,257$3,710iApproximate average salary by contribution assumption: employee only about $92,738 at 4% or $61,825 at 6%; with 50% employer match about $61,825 at 4% or $41,217 at 6%; with 100% employer match about $46,369 at 4% or $30,913 at 6%.
201116$362,801$28,477$4,746iApproximate average salary by contribution assumption: employee only about $118,654 at 4% or $79,103 at 6%; with 50% employer match about $79,103 at 4% or $52,735 at 6%; with 100% employer match about $59,327 at 4% or $39,551 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-6$362,801$28,477$4,746iApproximate average salary by contribution assumption: employee only about $118,654 at 4% or $79,103 at 6%; with 50% employer match about $79,103 at 4% or $52,735 at 6%; with 100% employer match about $59,327 at 4% or $39,551 at 6%.
201016$333,831$29,323$4,887iApproximate average salary by contribution assumption: employee only about $122,179 at 4% or $81,453 at 6%; with 50% employer match about $81,453 at 4% or $54,302 at 6%; with 100% employer match about $61,090 at 4% or $40,726 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-6$333,831$29,323$4,887iApproximate average salary by contribution assumption: employee only about $122,179 at 4% or $81,453 at 6%; with 50% employer match about $81,453 at 4% or $54,302 at 6%; with 100% employer match about $61,090 at 4% or $40,726 at 6%.
200916$268,294$26,550$4,425iApproximate average salary by contribution assumption: employee only about $110,625 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,167 at 6%; with 100% employer match about $55,313 at 4% or $36,875 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-6$268,294$26,550$4,425iApproximate average salary by contribution assumption: employee only about $110,625 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,167 at 6%; with 100% employer match about $55,313 at 4% or $36,875 at 6%.
2008110$186,954$25,212$2,521iApproximate average salary by contribution assumption: employee only about $63,030 at 4% or $42,020 at 6%; with 50% employer match about $42,020 at 4% or $28,013 at 6%; with 100% employer match about $31,515 at 4% or $21,010 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-10$186,954$25,212$2,521iApproximate average salary by contribution assumption: employee only about $63,030 at 4% or $42,020 at 6%; with 50% employer match about $42,020 at 4% or $28,013 at 6%; with 100% employer match about $31,515 at 4% or $21,010 at 6%.
200717$0$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-7---
200619$324,657$33,482$3,720iApproximate average salary by contribution assumption: employee only about $93,006 at 4% or $62,004 at 6%; with 50% employer match about $62,004 at 4% or $41,336 at 6%; with 100% employer match about $46,503 at 4% or $31,002 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-9$324,657$33,482$3,720iApproximate average salary by contribution assumption: employee only about $93,006 at 4% or $62,004 at 6%; with 50% employer match about $62,004 at 4% or $41,336 at 6%; with 100% employer match about $46,503 at 4% or $31,002 at 6%.
200517$257,688$32,740$4,677iApproximate average salary by contribution assumption: employee only about $116,929 at 4% or $77,952 at 6%; with 50% employer match about $77,952 at 4% or $51,968 at 6%; with 100% employer match about $58,464 at 4% or $38,976 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-7$257,688$32,740$4,677iApproximate average salary by contribution assumption: employee only about $116,929 at 4% or $77,952 at 6%; with 50% employer match about $77,952 at 4% or $51,968 at 6%; with 100% employer match about $58,464 at 4% or $38,976 at 6%.
200417$194,497$32,140$4,591iApproximate average salary by contribution assumption: employee only about $114,786 at 4% or $76,524 at 6%; with 50% employer match about $76,524 at 4% or $51,016 at 6%; with 100% employer match about $57,393 at 4% or $38,262 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-7$194,497$32,140$4,591iApproximate average salary by contribution assumption: employee only about $114,786 at 4% or $76,524 at 6%; with 50% employer match about $76,524 at 4% or $51,016 at 6%; with 100% employer match about $57,393 at 4% or $38,262 at 6%.
200217$77,793$26,979$3,854iApproximate average salary by contribution assumption: employee only about $96,354 at 4% or $64,236 at 6%; with 50% employer match about $64,236 at 4% or $42,824 at 6%; with 100% employer match about $48,177 at 4% or $32,118 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-7$77,793$26,979$3,854iApproximate average salary by contribution assumption: employee only about $96,354 at 4% or $64,236 at 6%; with 50% employer match about $64,236 at 4% or $42,824 at 6%; with 100% employer match about $48,177 at 4% or $32,118 at 6%.
200116$0$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-6---
200015$0$0-
Roberts Funeral Home 401K Profit Sharing Plan & Trust-5---
199915$22,151$21,555$4,311iApproximate average salary by contribution assumption: employee only about $107,775 at 4% or $71,850 at 6%; with 50% employer match about $71,850 at 4% or $47,900 at 6%; with 100% employer match about $53,888 at 4% or $35,925 at 6%.
Roberts Funeral Home 401K Profit Sharing Plan & Trust-5$22,151$21,555$4,311iApproximate average salary by contribution assumption: employee only about $107,775 at 4% or $71,850 at 6%; with 50% employer match about $71,850 at 4% or $47,900 at 6%; with 100% employer match about $53,888 at 4% or $35,925 at 6%.