Civic Intelligence

Bob Roberts & Company Inc.

Plan context: Bob Roberts & Company Inc. Retirement Plan

EIN 63-0521810 • Gadsden, AL • 19 filings • 1 plans

2100 Club DriveGadsden, AL 35901-5571
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,146,469

2025 Contributions

$112,188

Historical Graphs

Total Assets Over Time

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

$2,146,469$1,073,235$0200720162025YearValue
$2,146,469Latest year 2025

Participants Over Time

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

1890200720162025YearValue
13Latest year 2025

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
2025113$2,146,469$112,188$8,630iApproximate average salary by contribution assumption: employee only about $215,746 at 4% or $143,831 at 6%; with 50% employer match about $143,831 at 4% or $95,887 at 6%; with 100% employer match about $107,873 at 4% or $71,915 at 6%.
Bob Roberts & Company Inc. Retirement Plan-13$2,146,469$112,188$8,630iApproximate average salary by contribution assumption: employee only about $215,746 at 4% or $143,831 at 6%; with 50% employer match about $143,831 at 4% or $95,887 at 6%; with 100% employer match about $107,873 at 4% or $71,915 at 6%.
2024114$1,794,686$111,565$7,969iApproximate average salary by contribution assumption: employee only about $199,223 at 4% or $132,815 at 6%; with 50% employer match about $132,815 at 4% or $88,544 at 6%; with 100% employer match about $99,612 at 4% or $66,408 at 6%.
Bob Roberts & Company Inc. Retirement Plan-14$1,794,686$111,565$7,969iApproximate average salary by contribution assumption: employee only about $199,223 at 4% or $132,815 at 6%; with 50% employer match about $132,815 at 4% or $88,544 at 6%; with 100% employer match about $99,612 at 4% or $66,408 at 6%.
2023114$1,524,568$114,624$8,187iApproximate average salary by contribution assumption: employee only about $204,686 at 4% or $136,457 at 6%; with 50% employer match about $136,457 at 4% or $90,971 at 6%; with 100% employer match about $102,343 at 4% or $68,229 at 6%.
Bob Roberts & Company Inc. Retirement Plan-14$1,524,568$114,624$8,187iApproximate average salary by contribution assumption: employee only about $204,686 at 4% or $136,457 at 6%; with 50% employer match about $136,457 at 4% or $90,971 at 6%; with 100% employer match about $102,343 at 4% or $68,229 at 6%.
2022114$1,228,387$101,841$7,274iApproximate average salary by contribution assumption: employee only about $181,859 at 4% or $121,239 at 6%; with 50% employer match about $121,239 at 4% or $80,826 at 6%; with 100% employer match about $90,929 at 4% or $60,620 at 6%.
Bob Roberts & Company Inc. Retirement Plan-14$1,228,387$101,841$7,274iApproximate average salary by contribution assumption: employee only about $181,859 at 4% or $121,239 at 6%; with 50% employer match about $121,239 at 4% or $80,826 at 6%; with 100% employer match about $90,929 at 4% or $60,620 at 6%.
2021113$1,343,524$103,945$7,996iApproximate average salary by contribution assumption: employee only about $199,894 at 4% or $133,263 at 6%; with 50% employer match about $133,263 at 4% or $88,842 at 6%; with 100% employer match about $99,947 at 4% or $66,631 at 6%.
Bob Roberts & Company Inc. Retirement Plan-13$1,343,524$103,945$7,996iApproximate average salary by contribution assumption: employee only about $199,894 at 4% or $133,263 at 6%; with 50% employer match about $133,263 at 4% or $88,842 at 6%; with 100% employer match about $99,947 at 4% or $66,631 at 6%.
2020111$1,184,469$9,361$851iApproximate average salary by contribution assumption: employee only about $21,275 at 4% or $14,183 at 6%; with 50% employer match about $14,183 at 4% or $9,456 at 6%; with 100% employer match about $10,638 at 4% or $7,092 at 6%.
Bob Roberts & Company Inc. Retirement Plan-11$1,184,469$9,361$851iApproximate average salary by contribution assumption: employee only about $21,275 at 4% or $14,183 at 6%; with 50% employer match about $14,183 at 4% or $9,456 at 6%; with 100% employer match about $10,638 at 4% or $7,092 at 6%.
2019111$1,261,824$100,835$9,167iApproximate average salary by contribution assumption: employee only about $229,170 at 4% or $152,780 at 6%; with 50% employer match about $152,780 at 4% or $101,854 at 6%; with 100% employer match about $114,585 at 4% or $76,390 at 6%.
Bob Roberts & Company Inc. Retirement Plan-11$1,261,824$100,835$9,167iApproximate average salary by contribution assumption: employee only about $229,170 at 4% or $152,780 at 6%; with 50% employer match about $152,780 at 4% or $101,854 at 6%; with 100% employer match about $114,585 at 4% or $76,390 at 6%.
2018113$1,038,881$103,315$7,947iApproximate average salary by contribution assumption: employee only about $198,683 at 4% or $132,455 at 6%; with 50% employer match about $132,455 at 4% or $88,303 at 6%; with 100% employer match about $99,341 at 4% or $66,228 at 6%.
Bob Roberts & Company Inc. Retirement Plan-13$1,038,881$103,315$7,947iApproximate average salary by contribution assumption: employee only about $198,683 at 4% or $132,455 at 6%; with 50% employer match about $132,455 at 4% or $88,303 at 6%; with 100% employer match about $99,341 at 4% or $66,228 at 6%.
2017113$1,038,363$105,610$8,124iApproximate average salary by contribution assumption: employee only about $203,096 at 4% or $135,397 at 6%; with 50% employer match about $135,397 at 4% or $90,265 at 6%; with 100% employer match about $101,548 at 4% or $67,699 at 6%.
Bob Roberts & Company Inc. Retirement Plan-13$1,038,363$105,610$8,124iApproximate average salary by contribution assumption: employee only about $203,096 at 4% or $135,397 at 6%; with 50% employer match about $135,397 at 4% or $90,265 at 6%; with 100% employer match about $101,548 at 4% or $67,699 at 6%.
2016115$825,825$104,990$6,999iApproximate average salary by contribution assumption: employee only about $174,983 at 4% or $116,656 at 6%; with 50% employer match about $116,656 at 4% or $77,770 at 6%; with 100% employer match about $87,492 at 4% or $58,328 at 6%.
Bob Roberts & Company Inc. Retirement Plan-15$825,825$104,990$6,999iApproximate average salary by contribution assumption: employee only about $174,983 at 4% or $116,656 at 6%; with 50% employer match about $116,656 at 4% or $77,770 at 6%; with 100% employer match about $87,492 at 4% or $58,328 at 6%.
2015114$700,748$100,011$7,144iApproximate average salary by contribution assumption: employee only about $178,591 at 4% or $119,061 at 6%; with 50% employer match about $119,061 at 4% or $79,374 at 6%; with 100% employer match about $89,296 at 4% or $59,530 at 6%.
Bob Roberts & Company Inc. Retirement Plan-14$700,748$100,011$7,144iApproximate average salary by contribution assumption: employee only about $178,591 at 4% or $119,061 at 6%; with 50% employer match about $119,061 at 4% or $79,374 at 6%; with 100% employer match about $89,296 at 4% or $59,530 at 6%.
2014113$611,147$91,534$7,041iApproximate average salary by contribution assumption: employee only about $176,027 at 4% or $117,351 at 6%; with 50% employer match about $117,351 at 4% or $78,234 at 6%; with 100% employer match about $88,013 at 4% or $58,676 at 6%.
Bob Roberts & Company Inc. Retirement Plan-13$611,147$91,534$7,041iApproximate average salary by contribution assumption: employee only about $176,027 at 4% or $117,351 at 6%; with 50% employer match about $117,351 at 4% or $78,234 at 6%; with 100% employer match about $88,013 at 4% or $58,676 at 6%.
2013112$502,838$88,446$7,371iApproximate average salary by contribution assumption: employee only about $184,263 at 4% or $122,842 at 6%; with 50% employer match about $122,842 at 4% or $81,894 at 6%; with 100% employer match about $92,131 at 4% or $61,421 at 6%.
Bob Roberts & Company Inc. Retirement Plan-12$502,838$88,446$7,371iApproximate average salary by contribution assumption: employee only about $184,263 at 4% or $122,842 at 6%; with 50% employer match about $122,842 at 4% or $81,894 at 6%; with 100% employer match about $92,131 at 4% or $61,421 at 6%.
2012113$409,492$85,676$6,590iApproximate average salary by contribution assumption: employee only about $164,762 at 4% or $109,841 at 6%; with 50% employer match about $109,841 at 4% or $73,227 at 6%; with 100% employer match about $82,381 at 4% or $54,921 at 6%.
Bob Roberts & Company Inc. Retirement Plan-13$409,492$85,676$6,590iApproximate average salary by contribution assumption: employee only about $164,762 at 4% or $109,841 at 6%; with 50% employer match about $109,841 at 4% or $73,227 at 6%; with 100% employer match about $82,381 at 4% or $54,921 at 6%.
2011111$299,813$82,118$7,465iApproximate average salary by contribution assumption: employee only about $186,632 at 4% or $124,421 at 6%; with 50% employer match about $124,421 at 4% or $82,947 at 6%; with 100% employer match about $93,316 at 4% or $62,211 at 6%.
Bob Roberts & Company Inc. Retirement Plan-11$299,813$82,118$7,465iApproximate average salary by contribution assumption: employee only about $186,632 at 4% or $124,421 at 6%; with 50% employer match about $124,421 at 4% or $82,947 at 6%; with 100% employer match about $93,316 at 4% or $62,211 at 6%.
2010110$226,926$70,304$7,030iApproximate average salary by contribution assumption: employee only about $175,760 at 4% or $117,173 at 6%; with 50% employer match about $117,173 at 4% or $78,116 at 6%; with 100% employer match about $87,880 at 4% or $58,587 at 6%.
Bob Roberts & Company Inc. Retirement Plan-10$226,926$70,304$7,030iApproximate average salary by contribution assumption: employee only about $175,760 at 4% or $117,173 at 6%; with 50% employer match about $117,173 at 4% or $78,116 at 6%; with 100% employer match about $87,880 at 4% or $58,587 at 6%.
2009113$145,716$23,320$1,794iApproximate average salary by contribution assumption: employee only about $44,846 at 4% or $29,897 at 6%; with 50% employer match about $29,897 at 4% or $19,932 at 6%; with 100% employer match about $22,423 at 4% or $14,949 at 6%.
Bob Roberts & Company Inc. Retirement Plan-13$145,716$23,320$1,794iApproximate average salary by contribution assumption: employee only about $44,846 at 4% or $29,897 at 6%; with 50% employer match about $29,897 at 4% or $19,932 at 6%; with 100% employer match about $22,423 at 4% or $14,949 at 6%.
2008115$110,029$64,327$4,288iApproximate average salary by contribution assumption: employee only about $107,212 at 4% or $71,474 at 6%; with 50% employer match about $71,474 at 4% or $47,650 at 6%; with 100% employer match about $53,606 at 4% or $35,737 at 6%.
Bob Roberts & Company Inc. Retirement Plan-15$110,029$64,327$4,288iApproximate average salary by contribution assumption: employee only about $107,212 at 4% or $71,474 at 6%; with 50% employer match about $71,474 at 4% or $47,650 at 6%; with 100% employer match about $53,606 at 4% or $35,737 at 6%.
2007118$69,770$69,770$3,876iApproximate average salary by contribution assumption: employee only about $96,903 at 4% or $64,602 at 6%; with 50% employer match about $64,602 at 4% or $43,068 at 6%; with 100% employer match about $48,451 at 4% or $32,301 at 6%.
Bob Roberts & Company Inc. Retirement Plan-18$69,770$69,770$3,876iApproximate average salary by contribution assumption: employee only about $96,903 at 4% or $64,602 at 6%; with 50% employer match about $64,602 at 4% or $43,068 at 6%; with 100% employer match about $48,451 at 4% or $32,301 at 6%.