Civic Intelligence

Richard C. Roberts, III

Plan context: Richard C. Roberts, III Money Purchase Plan

EIN 64-0668817 • Jackson, MS • 15 filings • 6 plans

P. O. Box 55882Jackson, MS 39296
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$1,905,108

2013 Contributions

$124,734

Historical Graphs

Total Assets Over Time

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

$1,905,108$952,554$0199920072013YearValue
$1,905,108Latest year 2013

Participants Over Time

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

740199920062013YearValue
6Latest year 2013

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
201316$1,905,108$124,734$20,789iApproximate average salary by contribution assumption: employee only about $519,725 at 4% or $346,483 at 6%; with 50% employer match about $346,483 at 4% or $230,989 at 6%; with 100% employer match about $259,863 at 4% or $173,242 at 6%.
Richard C. Roberts, III Money Purchase Plan-6$1,905,108$124,734$20,789iApproximate average salary by contribution assumption: employee only about $519,725 at 4% or $346,483 at 6%; with 50% employer match about $346,483 at 4% or $230,989 at 6%; with 100% employer match about $259,863 at 4% or $173,242 at 6%.
201216$1,536,430$104,011$17,335iApproximate average salary by contribution assumption: employee only about $433,379 at 4% or $288,919 at 6%; with 50% employer match about $288,919 at 4% or $192,613 at 6%; with 100% employer match about $216,690 at 4% or $144,460 at 6%.
Richard C. Roberts, III Money Purchase Plan-6$1,536,430$104,011$17,335iApproximate average salary by contribution assumption: employee only about $433,379 at 4% or $288,919 at 6%; with 50% employer match about $288,919 at 4% or $192,613 at 6%; with 100% employer match about $216,690 at 4% or $144,460 at 6%.
201116$1,322,879$97,280$16,213iApproximate average salary by contribution assumption: employee only about $405,333 at 4% or $270,222 at 6%; with 50% employer match about $270,222 at 4% or $180,148 at 6%; with 100% employer match about $202,667 at 4% or $135,111 at 6%.
Richard C. Roberts, III Money Purchase Plan-6$1,322,879$97,280$16,213iApproximate average salary by contribution assumption: employee only about $405,333 at 4% or $270,222 at 6%; with 50% employer match about $270,222 at 4% or $180,148 at 6%; with 100% employer match about $202,667 at 4% or $135,111 at 6%.
201016$1,287,969$92,354$15,392iApproximate average salary by contribution assumption: employee only about $384,808 at 4% or $256,539 at 6%; with 50% employer match about $256,539 at 4% or $171,026 at 6%; with 100% employer match about $192,404 at 4% or $128,269 at 6%.
Richard C. Roberts, III Money Purchase Plan-6$1,287,969$92,354$15,392iApproximate average salary by contribution assumption: employee only about $384,808 at 4% or $256,539 at 6%; with 50% employer match about $256,539 at 4% or $171,026 at 6%; with 100% employer match about $192,404 at 4% or $128,269 at 6%.
200917$1,020,263$57,699$8,243iApproximate average salary by contribution assumption: employee only about $206,068 at 4% or $137,379 at 6%; with 50% employer match about $137,379 at 4% or $91,586 at 6%; with 100% employer match about $103,034 at 4% or $68,689 at 6%.
Richard C. Roberts, III Money Purchase Plan-7$1,020,263$57,699$8,243iApproximate average salary by contribution assumption: employee only about $206,068 at 4% or $137,379 at 6%; with 50% employer match about $137,379 at 4% or $91,586 at 6%; with 100% employer match about $103,034 at 4% or $68,689 at 6%.
200814$708,996$82,003$20,501iApproximate average salary by contribution assumption: employee only about $512,519 at 4% or $341,679 at 6%; with 50% employer match about $341,679 at 4% or $227,786 at 6%; with 100% employer match about $256,259 at 4% or $170,840 at 6%.
Richard C. Roberts, III Money Purchase Plan-4$708,996$82,003$20,501iApproximate average salary by contribution assumption: employee only about $512,519 at 4% or $341,679 at 6%; with 50% employer match about $341,679 at 4% or $227,786 at 6%; with 100% employer match about $256,259 at 4% or $170,840 at 6%.
200712$1,066,357$67,729$33,865iApproximate average salary by contribution assumption: employee only about $846,613 at 4% or $564,408 at 6%; with 50% employer match about $564,408 at 4% or $376,272 at 6%; with 100% employer match about $423,306 at 4% or $282,204 at 6%.
Richard C. Roberts, III Money Purchase Plan-2$1,066,357$67,729$33,865iApproximate average salary by contribution assumption: employee only about $846,613 at 4% or $564,408 at 6%; with 50% employer match about $564,408 at 4% or $376,272 at 6%; with 100% employer match about $423,306 at 4% or $282,204 at 6%.
200612$895,119$68,234$34,117iApproximate average salary by contribution assumption: employee only about $852,925 at 4% or $568,617 at 6%; with 50% employer match about $568,617 at 4% or $379,078 at 6%; with 100% employer match about $426,463 at 4% or $284,308 at 6%.
Richard C. Roberts, III Money Purchase Plan-2$895,119$68,234$34,117iApproximate average salary by contribution assumption: employee only about $852,925 at 4% or $568,617 at 6%; with 50% employer match about $568,617 at 4% or $379,078 at 6%; with 100% employer match about $426,463 at 4% or $284,308 at 6%.
200511$740,177$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Richard C. Roberts, III Money Purchase Plan-1$740,177$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200411$716,837$53,987$53,987iApproximate average salary by contribution assumption: employee only about $1,349,675 at 4% or $899,783 at 6%; with 50% employer match about $899,783 at 4% or $599,856 at 6%; with 100% employer match about $674,838 at 4% or $449,892 at 6%.
Richard C. Roberts, III Money Purchase Plan-1$716,837$53,987$53,987iApproximate average salary by contribution assumption: employee only about $1,349,675 at 4% or $899,783 at 6%; with 50% employer match about $899,783 at 4% or $599,856 at 6%; with 100% employer match about $674,838 at 4% or $449,892 at 6%.
200312$619,196$48,312$24,156iApproximate average salary by contribution assumption: employee only about $603,900 at 4% or $402,600 at 6%; with 50% employer match about $402,600 at 4% or $268,400 at 6%; with 100% employer match about $301,950 at 4% or $201,300 at 6%.
Richard C. Roberts, III Money Purchase Plan-2$619,196$48,312$24,156iApproximate average salary by contribution assumption: employee only about $603,900 at 4% or $402,600 at 6%; with 50% employer match about $402,600 at 4% or $268,400 at 6%; with 100% employer match about $301,950 at 4% or $201,300 at 6%.
200212$0$0-
Richard C. Roberts, III Money Purchase Plan-2---
200112$0$0-
Richard C. Roberts, III Money Purchase Plan-2---
200012$620,651$35,812$17,906iApproximate average salary by contribution assumption: employee only about $447,650 at 4% or $298,433 at 6%; with 50% employer match about $298,433 at 4% or $198,956 at 6%; with 100% employer match about $223,825 at 4% or $149,217 at 6%.
Richard C. Roberts, III Money Purchase Plan-2$620,651$35,812$17,906iApproximate average salary by contribution assumption: employee only about $447,650 at 4% or $298,433 at 6%; with 50% employer match about $298,433 at 4% or $198,956 at 6%; with 100% employer match about $223,825 at 4% or $149,217 at 6%.
199912$627,094$39,805$19,903iApproximate average salary by contribution assumption: employee only about $497,563 at 4% or $331,708 at 6%; with 50% employer match about $331,708 at 4% or $221,139 at 6%; with 100% employer match about $248,781 at 4% or $165,854 at 6%.
Richard C. Roberts, III Money Purchase Plan-2$627,094$39,805$19,903iApproximate average salary by contribution assumption: employee only about $497,563 at 4% or $331,708 at 6%; with 50% employer match about $331,708 at 4% or $221,139 at 6%; with 100% employer match about $248,781 at 4% or $165,854 at 6%.