Civic Intelligence

ROBERT AND ROBERTS, INC. WELFARE BENEFIT PLAN

Plan context: Roberts and Roberts Inc. 401(K) Profit Sharing Pl

EIN 59-2895927 • Tallahassee, FL • 23 filings • 5 plans

1538 Metropolitan BlvdTallahassee, FL 32308-3775
Current Snapshot

Latest Year

2024

2024 Participants

170

2024 Assets

$3,534,855

2024 Contributions

$286,897

Historical Graphs

Total Assets Over Time

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

$3,534,855$1,767,428$0201420192024YearValue
$3,534,855Latest year 2024

Participants Over Time

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

172860201420192024YearValue
170Latest 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
20243170$3,534,855$286,897$1,688iApproximate average salary by contribution assumption: employee only about $42,191 at 4% or $28,127 at 6%; with 50% employer match about $28,127 at 4% or $18,751 at 6%; with 100% employer match about $21,095 at 4% or $14,064 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-44$3,534,855$286,897$6,520iApproximate average salary by contribution assumption: employee only about $163,010 at 4% or $108,673 at 6%; with 50% employer match about $108,673 at 4% or $72,449 at 6%; with 100% employer match about $81,505 at 4% or $54,337 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-170---
Roberts and Roberts Inc. Welfare Benefit Plan_Supplemental-143---
20233172$3,518,287$272,248$1,583iApproximate average salary by contribution assumption: employee only about $39,571 at 4% or $26,381 at 6%; with 50% employer match about $26,381 at 4% or $17,587 at 6%; with 100% employer match about $19,785 at 4% or $13,190 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-42$3,518,287$272,248$6,482iApproximate average salary by contribution assumption: employee only about $162,052 at 4% or $108,035 at 6%; with 50% employer match about $108,035 at 4% or $72,023 at 6%; with 100% employer match about $81,026 at 4% or $54,017 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-172---
Roberts and Roberts Inc. Welfare Benefit Plan_Supplemental-140---
20222164$2,833,390$255,710$1,559iApproximate average salary by contribution assumption: employee only about $38,980 at 4% or $25,987 at 6%; with 50% employer match about $25,987 at 4% or $17,325 at 6%; with 100% employer match about $19,490 at 4% or $12,993 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-43$2,833,390$255,710$5,947iApproximate average salary by contribution assumption: employee only about $148,669 at 4% or $99,112 at 6%; with 50% employer match about $99,112 at 4% or $66,075 at 6%; with 100% employer match about $74,334 at 4% or $49,556 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-164---
20212153$3,080,764$233,560$1,527iApproximate average salary by contribution assumption: employee only about $38,163 at 4% or $25,442 at 6%; with 50% employer match about $25,442 at 4% or $16,962 at 6%; with 100% employer match about $19,082 at 4% or $12,721 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-42$3,080,764$233,560$5,561iApproximate average salary by contribution assumption: employee only about $139,024 at 4% or $92,683 at 6%; with 50% employer match about $92,683 at 4% or $61,788 at 6%; with 100% employer match about $69,512 at 4% or $46,341 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-153---
20202139$2,594,814$221,299$1,592iApproximate average salary by contribution assumption: employee only about $39,802 at 4% or $26,535 at 6%; with 50% employer match about $26,535 at 4% or $17,690 at 6%; with 100% employer match about $19,901 at 4% or $13,267 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-43$2,594,814$221,299$5,146iApproximate average salary by contribution assumption: employee only about $128,662 at 4% or $85,775 at 6%; with 50% employer match about $85,775 at 4% or $57,183 at 6%; with 100% employer match about $64,331 at 4% or $42,887 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-139---
20192138$2,423,834$179,577$1,301iApproximate average salary by contribution assumption: employee only about $32,532 at 4% or $21,688 at 6%; with 50% employer match about $21,688 at 4% or $14,459 at 6%; with 100% employer match about $16,266 at 4% or $10,844 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-50$2,423,834$179,577$3,592iApproximate average salary by contribution assumption: employee only about $89,789 at 4% or $59,859 at 6%; with 50% employer match about $59,859 at 4% or $39,906 at 6%; with 100% employer match about $44,894 at 4% or $29,930 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-138---
20182131$2,358,503$118,436$904iApproximate average salary by contribution assumption: employee only about $22,602 at 4% or $15,068 at 6%; with 50% employer match about $15,068 at 4% or $10,045 at 6%; with 100% employer match about $11,301 at 4% or $7,534 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-52$2,358,503$118,436$2,278iApproximate average salary by contribution assumption: employee only about $56,940 at 4% or $37,960 at 6%; with 50% employer match about $37,960 at 4% or $25,307 at 6%; with 100% employer match about $28,470 at 4% or $18,980 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-131---
20172124$2,587,887$129,964$1,048iApproximate average salary by contribution assumption: employee only about $26,202 at 4% or $17,468 at 6%; with 50% employer match about $17,468 at 4% or $11,646 at 6%; with 100% employer match about $13,101 at 4% or $8,734 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-44$2,587,887$129,964$2,954iApproximate average salary by contribution assumption: employee only about $73,843 at 4% or $49,229 at 6%; with 50% employer match about $49,229 at 4% or $32,819 at 6%; with 100% employer match about $36,922 at 4% or $24,614 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-124---
20162131$2,146,037$129,550$989iApproximate average salary by contribution assumption: employee only about $24,723 at 4% or $16,482 at 6%; with 50% employer match about $16,482 at 4% or $10,988 at 6%; with 100% employer match about $12,362 at 4% or $8,241 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-40$2,146,037$129,550$3,239iApproximate average salary by contribution assumption: employee only about $80,969 at 4% or $53,979 at 6%; with 50% employer match about $53,979 at 4% or $35,986 at 6%; with 100% employer match about $40,484 at 4% or $26,990 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-131---
20152110$1,890,954$136,515$1,241iApproximate average salary by contribution assumption: employee only about $31,026 at 4% or $20,684 at 6%; with 50% employer match about $20,684 at 4% or $13,789 at 6%; with 100% employer match about $15,513 at 4% or $10,342 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-81$1,890,954$136,515$1,685iApproximate average salary by contribution assumption: employee only about $42,134 at 4% or $28,090 at 6%; with 50% employer match about $28,090 at 4% or $18,726 at 6%; with 100% employer match about $21,067 at 4% or $14,045 at 6%.
Roberts and Roberts Inc. Welfare Benefit Plan-110---
2014146$1,821,874$1,819,336$39,551iApproximate average salary by contribution assumption: employee only about $988,770 at 4% or $659,180 at 6%; with 50% employer match about $659,180 at 4% or $439,453 at 6%; with 100% employer match about $494,385 at 4% or $329,590 at 6%.
Roberts and Roberts Inc. 401(K) Profit Sharing Pl-46$1,821,874$1,819,336$39,551iApproximate average salary by contribution assumption: employee only about $988,770 at 4% or $659,180 at 6%; with 50% employer match about $659,180 at 4% or $439,453 at 6%; with 100% employer match about $494,385 at 4% or $329,590 at 6%.