Roberts Law Offices PC
Plan context: John L Roberts Profit Sharing Plan
EIN 63-0975498 • Birmingham, AL • 19 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
3
2014 Assets
$567,935
2014 Contributions
$61,760
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 0 | $0 | - | - |
| 2013 | 1 | 3 | $567,935 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 3 | $567,935 | $0 | - |
| 2012 | 1 | 3 | $516,124 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 3 | $516,124 | $0 | - |
| 2011 | 1 | 3 | $486,479 | $61,760 | $20,587iApproximate average salary by contribution assumption: employee only about $514,667 at 4% or $343,111 at 6%; with 50% employer match about $343,111 at 4% or $228,741 at 6%; with 100% employer match about $257,333 at 4% or $171,556 at 6%. |
| John L Roberts Profit Sharing Plan | - | 3 | $486,479 | $61,760 | $20,587iApproximate average salary by contribution assumption: employee only about $514,667 at 4% or $343,111 at 6%; with 50% employer match about $343,111 at 4% or $228,741 at 6%; with 100% employer match about $257,333 at 4% or $171,556 at 6%. |
| 2010 | 1 | 2 | $422,551 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 2 | $422,551 | $0 | - |
| 2009 | 1 | 2 | $411,850 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 2 | $411,850 | $0 | - |
| 2008 | 1 | 2 | $414,076 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 2 | $414,076 | - | - |
| 2007 | 1 | 3 | $605,037 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| John L Roberts Profit Sharing Plan | - | 3 | $605,037 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2006 | 1 | 3 | $511,075 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 3 | $511,075 | - | - |
| 2005 | 1 | 3 | $457,536 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 3 | $457,536 | - | - |
| 2004 | 1 | 3 | $432,860 | $57,786 | $19,262iApproximate average salary by contribution assumption: employee only about $481,550 at 4% or $321,033 at 6%; with 50% employer match about $321,033 at 4% or $214,022 at 6%; with 100% employer match about $240,775 at 4% or $160,517 at 6%. |
| John L Roberts Profit Sharing Plan | - | 3 | $432,860 | $57,786 | $19,262iApproximate average salary by contribution assumption: employee only about $481,550 at 4% or $321,033 at 6%; with 50% employer match about $321,033 at 4% or $214,022 at 6%; with 100% employer match about $240,775 at 4% or $160,517 at 6%. |
| 2003 | 1 | 3 | $344,483 | $0 | - |
| John L Roberts Profit Sharing Plan | - | 3 | $344,483 | - | - |
| 2002 | 2 | 3 | $291,069 | $150,807 | $50,269iApproximate average salary by contribution assumption: employee only about $1,256,725 at 4% or $837,817 at 6%; with 50% employer match about $837,817 at 4% or $558,544 at 6%; with 100% employer match about $628,363 at 4% or $418,908 at 6%. |
| John L Roberts Profit Sharing Plan | - | 3 | $291,069 | $150,807 | $50,269iApproximate average salary by contribution assumption: employee only about $1,256,725 at 4% or $837,817 at 6%; with 50% employer match about $837,817 at 4% or $558,544 at 6%; with 100% employer match about $628,363 at 4% or $418,908 at 6%. |
| John L. Roberts Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 3 | $241,580 | $58,728 | $19,576iApproximate average salary by contribution assumption: employee only about $489,400 at 4% or $326,267 at 6%; with 50% employer match about $326,267 at 4% or $217,511 at 6%; with 100% employer match about $244,700 at 4% or $163,133 at 6%. |
| John L Roberts Profit Sharing Plan | - | 3 | $178,648 | $32,237 | $10,746iApproximate average salary by contribution assumption: employee only about $268,642 at 4% or $179,094 at 6%; with 50% employer match about $179,094 at 4% or $119,396 at 6%; with 100% employer match about $134,321 at 4% or $89,547 at 6%. |
| John L. Roberts Money Purchase Pension Plan | - | 0 | $62,932 | $26,491 | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| John L. Roberts Money Purchase Pension Plan | - | 3 | - | - | - |
| JOHN L. ROBERTS PROFIT SHARING PLAN | - | 3 | - | - | - |
| 1999 | 1 | 3 | $106,991 | $34,825 | $11,608iApproximate average salary by contribution assumption: employee only about $290,208 at 4% or $193,472 at 6%; with 50% employer match about $193,472 at 4% or $128,981 at 6%; with 100% employer match about $145,104 at 4% or $96,736 at 6%. |
| John L Roberts Profit Sharing Plan | - | 3 | $106,991 | $34,825 | $11,608iApproximate average salary by contribution assumption: employee only about $290,208 at 4% or $193,472 at 6%; with 50% employer match about $193,472 at 4% or $128,981 at 6%; with 100% employer match about $145,104 at 4% or $96,736 at 6%. |