Civic Intelligence

Roberts & Reiter, P.A.

Plan context: Roberts & Reiter, P.A. Profit Sharing Plan

EIN 59-2630055 • Jacksonville, FL • 25 filings • 2 plans

233 East Bay Street, Suite 725Jacksonville, FL 32202
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,627,912

2024 Contributions

$94,172

Historical Graphs

Total Assets Over Time

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

$5,140,086$2,570,043$0200020142024YearValue
$2,627,912Latest year 2024

Participants Over Time

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

950200020132024YearValue
8Latest 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
202418$2,627,912$94,172$11,772iApproximate average salary by contribution assumption: employee only about $294,288 at 4% or $196,192 at 6%; with 50% employer match about $196,192 at 4% or $130,794 at 6%; with 100% employer match about $147,144 at 4% or $98,096 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$2,627,912$94,172$11,772iApproximate average salary by contribution assumption: employee only about $294,288 at 4% or $196,192 at 6%; with 50% employer match about $196,192 at 4% or $130,794 at 6%; with 100% employer match about $147,144 at 4% or $98,096 at 6%.
202318$2,331,645$70,006$8,751iApproximate average salary by contribution assumption: employee only about $218,769 at 4% or $145,846 at 6%; with 50% employer match about $145,846 at 4% or $97,231 at 6%; with 100% employer match about $109,384 at 4% or $72,923 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$2,331,645$70,006$8,751iApproximate average salary by contribution assumption: employee only about $218,769 at 4% or $145,846 at 6%; with 50% employer match about $145,846 at 4% or $97,231 at 6%; with 100% employer match about $109,384 at 4% or $72,923 at 6%.
202218$2,094,618$74,348$9,294iApproximate average salary by contribution assumption: employee only about $232,338 at 4% or $154,892 at 6%; with 50% employer match about $154,892 at 4% or $103,261 at 6%; with 100% employer match about $116,169 at 4% or $77,446 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$2,094,618$74,348$9,294iApproximate average salary by contribution assumption: employee only about $232,338 at 4% or $154,892 at 6%; with 50% employer match about $154,892 at 4% or $103,261 at 6%; with 100% employer match about $116,169 at 4% or $77,446 at 6%.
202118$5,140,086$84,530$10,566iApproximate average salary by contribution assumption: employee only about $264,156 at 4% or $176,104 at 6%; with 50% employer match about $176,104 at 4% or $117,403 at 6%; with 100% employer match about $132,078 at 4% or $88,052 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$5,140,086$84,530$10,566iApproximate average salary by contribution assumption: employee only about $264,156 at 4% or $176,104 at 6%; with 50% employer match about $176,104 at 4% or $117,403 at 6%; with 100% employer match about $132,078 at 4% or $88,052 at 6%.
202018$4,722,791$81,997$10,250iApproximate average salary by contribution assumption: employee only about $256,241 at 4% or $170,827 at 6%; with 50% employer match about $170,827 at 4% or $113,885 at 6%; with 100% employer match about $128,120 at 4% or $85,414 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$4,722,791$81,997$10,250iApproximate average salary by contribution assumption: employee only about $256,241 at 4% or $170,827 at 6%; with 50% employer match about $170,827 at 4% or $113,885 at 6%; with 100% employer match about $128,120 at 4% or $85,414 at 6%.
201917$4,181,145$74,736$10,677iApproximate average salary by contribution assumption: employee only about $266,914 at 4% or $177,943 at 6%; with 50% employer match about $177,943 at 4% or $118,629 at 6%; with 100% employer match about $133,457 at 4% or $88,971 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-7$4,181,145$74,736$10,677iApproximate average salary by contribution assumption: employee only about $266,914 at 4% or $177,943 at 6%; with 50% employer match about $177,943 at 4% or $118,629 at 6%; with 100% employer match about $133,457 at 4% or $88,971 at 6%.
201818$3,674,445$84,267$10,533iApproximate average salary by contribution assumption: employee only about $263,334 at 4% or $175,556 at 6%; with 50% employer match about $175,556 at 4% or $117,038 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$3,674,445$84,267$10,533iApproximate average salary by contribution assumption: employee only about $263,334 at 4% or $175,556 at 6%; with 50% employer match about $175,556 at 4% or $117,038 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%.
201717$3,877,130$83,547$11,935iApproximate average salary by contribution assumption: employee only about $298,382 at 4% or $198,921 at 6%; with 50% employer match about $198,921 at 4% or $132,614 at 6%; with 100% employer match about $149,191 at 4% or $99,461 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-7$3,877,130$83,547$11,935iApproximate average salary by contribution assumption: employee only about $298,382 at 4% or $198,921 at 6%; with 50% employer match about $198,921 at 4% or $132,614 at 6%; with 100% employer match about $149,191 at 4% or $99,461 at 6%.
201615$3,449,056$81,205$16,241iApproximate average salary by contribution assumption: employee only about $406,025 at 4% or $270,683 at 6%; with 50% employer match about $270,683 at 4% or $180,456 at 6%; with 100% employer match about $203,013 at 4% or $135,342 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-5$3,449,056$81,205$16,241iApproximate average salary by contribution assumption: employee only about $406,025 at 4% or $270,683 at 6%; with 50% employer match about $270,683 at 4% or $180,456 at 6%; with 100% employer match about $203,013 at 4% or $135,342 at 6%.
201516$3,109,422$94,438$15,740iApproximate average salary by contribution assumption: employee only about $393,492 at 4% or $262,328 at 6%; with 50% employer match about $262,328 at 4% or $174,885 at 6%; with 100% employer match about $196,746 at 4% or $131,164 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-6$3,109,422$94,438$15,740iApproximate average salary by contribution assumption: employee only about $393,492 at 4% or $262,328 at 6%; with 50% employer match about $262,328 at 4% or $174,885 at 6%; with 100% employer match about $196,746 at 4% or $131,164 at 6%.
201418$3,216,172$42,650$5,331iApproximate average salary by contribution assumption: employee only about $133,281 at 4% or $88,854 at 6%; with 50% employer match about $88,854 at 4% or $59,236 at 6%; with 100% employer match about $66,641 at 4% or $44,427 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$3,216,172$42,650$5,331iApproximate average salary by contribution assumption: employee only about $133,281 at 4% or $88,854 at 6%; with 50% employer match about $88,854 at 4% or $59,236 at 6%; with 100% employer match about $66,641 at 4% or $44,427 at 6%.
201318$3,113,230$36,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$3,113,230$36,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
201219$2,716,246$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-9$2,716,246$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201118$2,467,546$35,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$2,467,546$35,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
201017$2,474,240$28,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-7$2,474,240$28,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200918$2,190,837$19,500$2,438iApproximate average salary by contribution assumption: employee only about $60,938 at 4% or $40,625 at 6%; with 50% employer match about $40,625 at 4% or $27,083 at 6%; with 100% employer match about $30,469 at 4% or $20,313 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-8$2,190,837$19,500$2,438iApproximate average salary by contribution assumption: employee only about $60,938 at 4% or $40,625 at 6%; with 50% employer match about $40,625 at 4% or $27,083 at 6%; with 100% employer match about $30,469 at 4% or $20,313 at 6%.
200816$1,673,863$0-
Roberts & Reiter, P.A. Profit Sharing Plan-6$1,673,863--
200716$0$0-
Roberts & Reiter, P.A. Profit Sharing Plan-6---
200615$2,356,776$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-5$2,356,776$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200515$2,001,433$50,500$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-5$2,001,433$50,500$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
200416$1,874,521$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-6$1,874,521$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200315$1,727,682$38,000$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-5$1,727,682$38,000$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
200215$0$0-
Roberts & Reiter, P.A. Profit Sharing Plan-5---
200110$0$0-
Roberts & Reiter, P.A. Profit Sharing Plan-0---
200015$1,269,480$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Roberts & Reiter, P.A. Profit Sharing Plan-5$1,269,480$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.