Civic Intelligence

The Roberts Group, Psc

Plan context: The Roberts Group Psc Profit Sharing Plan

EIN 61-1168297 • Lexington, KY • 30 filings • 4 plans

239 Southland DrSte CLexington, KY 40503
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$6,553,108

2024 Contributions

$232,091

Historical Graphs

Total Assets Over Time

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

$9,260,532$4,630,266$0199920122024YearValue
$6,553,108Latest year 2024

Participants Over Time

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

23120199920122024YearValue
14Latest 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
2024214$6,553,108$232,091$16,578iApproximate average salary by contribution assumption: employee only about $414,448 at 4% or $276,299 at 6%; with 50% employer match about $276,299 at 4% or $184,199 at 6%; with 100% employer match about $207,224 at 4% or $138,149 at 6%.
The Roberts Group Psc Profit Sharing Plan-14$6,542,862$135,071$9,648iApproximate average salary by contribution assumption: employee only about $241,198 at 4% or $160,799 at 6%; with 50% employer match about $160,799 at 4% or $107,199 at 6%; with 100% employer match about $120,599 at 4% or $80,399 at 6%.
THE ROBERTS GROUP PSC CBS BENEFIT PLAN-12$10,246$97,020$8,085iApproximate average salary by contribution assumption: employee only about $202,125 at 4% or $134,750 at 6%; with 50% employer match about $134,750 at 4% or $89,833 at 6%; with 100% employer match about $101,063 at 4% or $67,375 at 6%.
2023213$5,597,523$266,927$20,533iApproximate average salary by contribution assumption: employee only about $513,321 at 4% or $342,214 at 6%; with 50% employer match about $342,214 at 4% or $228,143 at 6%; with 100% employer match about $256,661 at 4% or $171,107 at 6%.
The Roberts Group Psc Profit Sharing Plan-13$5,590,678$171,793$13,215iApproximate average salary by contribution assumption: employee only about $330,371 at 4% or $220,247 at 6%; with 50% employer match about $220,247 at 4% or $146,832 at 6%; with 100% employer match about $165,186 at 4% or $110,124 at 6%.
THE ROBERTS GROUP PSC CBS BENEFIT PLAN-13$6,845$95,134$7,318iApproximate average salary by contribution assumption: employee only about $182,950 at 4% or $121,967 at 6%; with 50% employer match about $121,967 at 4% or $81,311 at 6%; with 100% employer match about $91,475 at 4% or $60,983 at 6%.
2022214$4,620,463$303,506$21,679iApproximate average salary by contribution assumption: employee only about $541,975 at 4% or $361,317 at 6%; with 50% employer match about $361,317 at 4% or $240,878 at 6%; with 100% employer match about $270,988 at 4% or $180,658 at 6%.
The Roberts Group Psc Profit Sharing Plan-14$4,618,233$182,884$13,063iApproximate average salary by contribution assumption: employee only about $326,579 at 4% or $217,719 at 6%; with 50% employer match about $217,719 at 4% or $145,146 at 6%; with 100% employer match about $163,289 at 4% or $108,860 at 6%.
THE ROBERTS GROUP PSC CBS BENEFIT PLAN-12$2,230$120,622$10,052iApproximate average salary by contribution assumption: employee only about $251,296 at 4% or $167,531 at 6%; with 50% employer match about $167,531 at 4% or $111,687 at 6%; with 100% employer match about $125,648 at 4% or $83,765 at 6%.
2021218$5,715,856$223,153$12,397iApproximate average salary by contribution assumption: employee only about $309,935 at 4% or $206,623 at 6%; with 50% employer match about $206,623 at 4% or $137,749 at 6%; with 100% employer match about $154,967 at 4% or $103,312 at 6%.
The Roberts Group Psc Profit Sharing Plan-18$5,715,011$198,214$11,012iApproximate average salary by contribution assumption: employee only about $275,297 at 4% or $183,531 at 6%; with 50% employer match about $183,531 at 4% or $122,354 at 6%; with 100% employer match about $137,649 at 4% or $91,766 at 6%.
THE ROBERTS GROUP PSC CBS BENEFIT PLAN-15$845$24,939$1,663iApproximate average salary by contribution assumption: employee only about $41,565 at 4% or $27,710 at 6%; with 50% employer match about $27,710 at 4% or $18,473 at 6%; with 100% employer match about $20,783 at 4% or $13,855 at 6%.
2020121$9,260,532$204,668$9,746iApproximate average salary by contribution assumption: employee only about $243,652 at 4% or $162,435 at 6%; with 50% employer match about $162,435 at 4% or $108,290 at 6%; with 100% employer match about $121,826 at 4% or $81,217 at 6%.
The Roberts Group Psc Profit Sharing Plan-21$9,260,532$204,668$9,746iApproximate average salary by contribution assumption: employee only about $243,652 at 4% or $162,435 at 6%; with 50% employer match about $162,435 at 4% or $108,290 at 6%; with 100% employer match about $121,826 at 4% or $81,217 at 6%.
2019118$9,215,380$213,867$11,882iApproximate average salary by contribution assumption: employee only about $297,038 at 4% or $198,025 at 6%; with 50% employer match about $198,025 at 4% or $132,017 at 6%; with 100% employer match about $148,519 at 4% or $99,013 at 6%.
The Roberts Group Psc Profit Sharing Plan-18$9,215,380$213,867$11,882iApproximate average salary by contribution assumption: employee only about $297,038 at 4% or $198,025 at 6%; with 50% employer match about $198,025 at 4% or $132,017 at 6%; with 100% employer match about $148,519 at 4% or $99,013 at 6%.
2018121$7,684,623$211,269$10,060iApproximate average salary by contribution assumption: employee only about $251,511 at 4% or $167,674 at 6%; with 50% employer match about $167,674 at 4% or $111,783 at 6%; with 100% employer match about $125,755 at 4% or $83,837 at 6%.
The Roberts Group Psc Profit Sharing Plan-21$7,684,623$211,269$10,060iApproximate average salary by contribution assumption: employee only about $251,511 at 4% or $167,674 at 6%; with 50% employer match about $167,674 at 4% or $111,783 at 6%; with 100% employer match about $125,755 at 4% or $83,837 at 6%.
2017122$8,258,312$244,360$11,107iApproximate average salary by contribution assumption: employee only about $277,682 at 4% or $185,121 at 6%; with 50% employer match about $185,121 at 4% or $123,414 at 6%; with 100% employer match about $138,841 at 4% or $92,561 at 6%.
The Roberts Group Psc Profit Sharing Plan-22$8,258,312$244,360$11,107iApproximate average salary by contribution assumption: employee only about $277,682 at 4% or $185,121 at 6%; with 50% employer match about $185,121 at 4% or $123,414 at 6%; with 100% employer match about $138,841 at 4% or $92,561 at 6%.
2016123$6,787,505$225,116$9,788iApproximate average salary by contribution assumption: employee only about $244,691 at 4% or $163,128 at 6%; with 50% employer match about $163,128 at 4% or $108,752 at 6%; with 100% employer match about $122,346 at 4% or $81,564 at 6%.
The Roberts Group Psc Profit Sharing Plan-23$6,787,505$225,116$9,788iApproximate average salary by contribution assumption: employee only about $244,691 at 4% or $163,128 at 6%; with 50% employer match about $163,128 at 4% or $108,752 at 6%; with 100% employer match about $122,346 at 4% or $81,564 at 6%.
2015118$6,056,858$212,928$11,829iApproximate average salary by contribution assumption: employee only about $295,733 at 4% or $197,156 at 6%; with 50% employer match about $197,156 at 4% or $131,437 at 6%; with 100% employer match about $147,867 at 4% or $98,578 at 6%.
The Roberts Group Psc Profit Sharing Plan-18$6,056,858$212,928$11,829iApproximate average salary by contribution assumption: employee only about $295,733 at 4% or $197,156 at 6%; with 50% employer match about $197,156 at 4% or $131,437 at 6%; with 100% employer match about $147,867 at 4% or $98,578 at 6%.
2014117$5,930,993$174,191$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,775 at 6%; with 50% employer match about $170,775 at 4% or $113,850 at 6%; with 100% employer match about $128,082 at 4% or $85,388 at 6%.
The Roberts Group Psc Profit Sharing Plan-17$5,930,993$174,191$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,775 at 6%; with 50% employer match about $170,775 at 4% or $113,850 at 6%; with 100% employer match about $128,082 at 4% or $85,388 at 6%.
2013115$6,035,944$194,523$12,968iApproximate average salary by contribution assumption: employee only about $324,205 at 4% or $216,137 at 6%; with 50% employer match about $216,137 at 4% or $144,091 at 6%; with 100% employer match about $162,103 at 4% or $108,068 at 6%.
The Roberts Group Psc Profit Sharing Plan-15$6,035,944$194,523$12,968iApproximate average salary by contribution assumption: employee only about $324,205 at 4% or $216,137 at 6%; with 50% employer match about $216,137 at 4% or $144,091 at 6%; with 100% employer match about $162,103 at 4% or $108,068 at 6%.
2012115$4,690,973$192,768$12,851iApproximate average salary by contribution assumption: employee only about $321,280 at 4% or $214,187 at 6%; with 50% employer match about $214,187 at 4% or $142,791 at 6%; with 100% employer match about $160,640 at 4% or $107,093 at 6%.
The Roberts Group Psc Profit Sharing Plan-15$4,690,973$192,768$12,851iApproximate average salary by contribution assumption: employee only about $321,280 at 4% or $214,187 at 6%; with 50% employer match about $214,187 at 4% or $142,791 at 6%; with 100% employer match about $160,640 at 4% or $107,093 at 6%.
2011116$3,882,025$184,136$11,509iApproximate average salary by contribution assumption: employee only about $287,713 at 4% or $191,808 at 6%; with 50% employer match about $191,808 at 4% or $127,872 at 6%; with 100% employer match about $143,856 at 4% or $95,904 at 6%.
The Roberts Group Psc Profit Sharing Plan-16$3,882,025$184,136$11,509iApproximate average salary by contribution assumption: employee only about $287,713 at 4% or $191,808 at 6%; with 50% employer match about $191,808 at 4% or $127,872 at 6%; with 100% employer match about $143,856 at 4% or $95,904 at 6%.
2010116$4,026,966$176,993$11,062iApproximate average salary by contribution assumption: employee only about $276,552 at 4% or $184,368 at 6%; with 50% employer match about $184,368 at 4% or $122,912 at 6%; with 100% employer match about $138,276 at 4% or $92,184 at 6%.
The Roberts Group Psc Profit Sharing Plan-16$4,026,966$176,993$11,062iApproximate average salary by contribution assumption: employee only about $276,552 at 4% or $184,368 at 6%; with 50% employer match about $184,368 at 4% or $122,912 at 6%; with 100% employer match about $138,276 at 4% or $92,184 at 6%.
2009116$3,294,247$172,484$10,780iApproximate average salary by contribution assumption: employee only about $269,506 at 4% or $179,671 at 6%; with 50% employer match about $179,671 at 4% or $119,781 at 6%; with 100% employer match about $134,753 at 4% or $89,835 at 6%.
The Roberts Group Psc Profit Sharing Plan-16$3,294,247$172,484$10,780iApproximate average salary by contribution assumption: employee only about $269,506 at 4% or $179,671 at 6%; with 50% employer match about $179,671 at 4% or $119,781 at 6%; with 100% employer match about $134,753 at 4% or $89,835 at 6%.
2008118$2,242,099$255,406$14,189iApproximate average salary by contribution assumption: employee only about $354,731 at 4% or $236,487 at 6%; with 50% employer match about $236,487 at 4% or $157,658 at 6%; with 100% employer match about $177,365 at 4% or $118,244 at 6%.
The Roberts Group Psc Profit Sharing Plan-18$2,242,099$255,406$14,189iApproximate average salary by contribution assumption: employee only about $354,731 at 4% or $236,487 at 6%; with 50% employer match about $236,487 at 4% or $157,658 at 6%; with 100% employer match about $177,365 at 4% or $118,244 at 6%.
2007118$3,611,949$127,999$7,111iApproximate average salary by contribution assumption: employee only about $177,776 at 4% or $118,518 at 6%; with 50% employer match about $118,518 at 4% or $79,012 at 6%; with 100% employer match about $88,888 at 4% or $59,259 at 6%.
The Roberts Group Psc Profit Sharing Plan-18$3,611,949$127,999$7,111iApproximate average salary by contribution assumption: employee only about $177,776 at 4% or $118,518 at 6%; with 50% employer match about $118,518 at 4% or $79,012 at 6%; with 100% employer match about $88,888 at 4% or $59,259 at 6%.
2006117$3,279,614$208,437$12,261iApproximate average salary by contribution assumption: employee only about $306,525 at 4% or $204,350 at 6%; with 50% employer match about $204,350 at 4% or $136,233 at 6%; with 100% employer match about $153,263 at 4% or $102,175 at 6%.
The Roberts Group Psc Profit Sharing Plan-17$3,279,614$208,437$12,261iApproximate average salary by contribution assumption: employee only about $306,525 at 4% or $204,350 at 6%; with 50% employer match about $204,350 at 4% or $136,233 at 6%; with 100% employer match about $153,263 at 4% or $102,175 at 6%.
2005120$2,783,127$165,231$8,262iApproximate average salary by contribution assumption: employee only about $206,539 at 4% or $137,693 at 6%; with 50% employer match about $137,693 at 4% or $91,795 at 6%; with 100% employer match about $103,269 at 4% or $68,846 at 6%.
The Roberts Group Psc Profit Sharing Plan-20$2,783,127$165,231$8,262iApproximate average salary by contribution assumption: employee only about $206,539 at 4% or $137,693 at 6%; with 50% employer match about $137,693 at 4% or $91,795 at 6%; with 100% employer match about $103,269 at 4% or $68,846 at 6%.
2004120$2,406,582$205,108$10,255iApproximate average salary by contribution assumption: employee only about $256,385 at 4% or $170,923 at 6%; with 50% employer match about $170,923 at 4% or $113,949 at 6%; with 100% employer match about $128,193 at 4% or $85,462 at 6%.
The Roberts Group Psc Profit Sharing Plan-20$2,406,582$205,108$10,255iApproximate average salary by contribution assumption: employee only about $256,385 at 4% or $170,923 at 6%; with 50% employer match about $170,923 at 4% or $113,949 at 6%; with 100% employer match about $128,193 at 4% or $85,462 at 6%.
2003118$1,966,470$206,334$11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%.
The Roberts Group Psc Profit Sharing Plan-18$1,966,470$206,334$11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%.
2002117$1,408,620$171,257$10,074iApproximate average salary by contribution assumption: employee only about $251,849 at 4% or $167,899 at 6%; with 50% employer match about $167,899 at 4% or $111,933 at 6%; with 100% employer match about $125,924 at 4% or $83,950 at 6%.
The Roberts Group Psc Profit Sharing Plan-17$1,408,620$171,257$10,074iApproximate average salary by contribution assumption: employee only about $251,849 at 4% or $167,899 at 6%; with 50% employer match about $167,899 at 4% or $111,933 at 6%; with 100% employer match about $125,924 at 4% or $83,950 at 6%.
2001115$0$0-
The Roberts Group Psc Profit Sharing Plan-15---
2000112$1,469,827$137,685$11,474iApproximate average salary by contribution assumption: employee only about $286,844 at 4% or $191,229 at 6%; with 50% employer match about $191,229 at 4% or $127,486 at 6%; with 100% employer match about $143,422 at 4% or $95,615 at 6%.
The Roberts Group Psc Profit Sharing Plan-12$1,469,827$137,685$11,474iApproximate average salary by contribution assumption: employee only about $286,844 at 4% or $191,229 at 6%; with 50% employer match about $191,229 at 4% or $127,486 at 6%; with 100% employer match about $143,422 at 4% or $95,615 at 6%.
1999115$1,494,354$135,394$9,026iApproximate average salary by contribution assumption: employee only about $225,657 at 4% or $150,438 at 6%; with 50% employer match about $150,438 at 4% or $100,292 at 6%; with 100% employer match about $112,828 at 4% or $75,219 at 6%.
The Roberts Group Psc Profit Sharing Plan-15$1,494,354$135,394$9,026iApproximate average salary by contribution assumption: employee only about $225,657 at 4% or $150,438 at 6%; with 50% employer match about $150,438 at 4% or $100,292 at 6%; with 100% employer match about $112,828 at 4% or $75,219 at 6%.