Civic Intelligence

Nancy Roberts Insurance Inc.

Plan context: Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan

EIN 65-0982140 • 7 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

7

2007 Assets

$582,972

2007 Contributions

$4,225

Historical Graphs

Total Assets Over Time

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

$582,972$291,486$0200120042006YearValue
$582,972Latest year 2006

Participants Over Time

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

740200120042006YearValue
7Latest year 2006

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
200710$0$4,225-
Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan-0-$4,225-
200617$582,972$103,447$14,778iApproximate average salary by contribution assumption: employee only about $369,454 at 4% or $246,302 at 6%; with 50% employer match about $246,302 at 4% or $164,202 at 6%; with 100% employer match about $184,727 at 4% or $123,151 at 6%.
Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan-7$582,972$103,447$14,778iApproximate average salary by contribution assumption: employee only about $369,454 at 4% or $246,302 at 6%; with 50% employer match about $246,302 at 4% or $164,202 at 6%; with 100% employer match about $184,727 at 4% or $123,151 at 6%.
200515$463,996$102,328$20,466iApproximate average salary by contribution assumption: employee only about $511,640 at 4% or $341,093 at 6%; with 50% employer match about $341,093 at 4% or $227,396 at 6%; with 100% employer match about $255,820 at 4% or $170,547 at 6%.
Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan-5$463,996$102,328$20,466iApproximate average salary by contribution assumption: employee only about $511,640 at 4% or $341,093 at 6%; with 50% employer match about $341,093 at 4% or $227,396 at 6%; with 100% employer match about $255,820 at 4% or $170,547 at 6%.
200414$345,133$99,108$24,777iApproximate average salary by contribution assumption: employee only about $619,425 at 4% or $412,950 at 6%; with 50% employer match about $412,950 at 4% or $275,300 at 6%; with 100% employer match about $309,713 at 4% or $206,475 at 6%.
Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan-4$345,133$99,108$24,777iApproximate average salary by contribution assumption: employee only about $619,425 at 4% or $412,950 at 6%; with 50% employer match about $412,950 at 4% or $275,300 at 6%; with 100% employer match about $309,713 at 4% or $206,475 at 6%.
200317$224,799$94,713$13,530iApproximate average salary by contribution assumption: employee only about $338,261 at 4% or $225,507 at 6%; with 50% employer match about $225,507 at 4% or $150,338 at 6%; with 100% employer match about $169,130 at 4% or $112,754 at 6%.
Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan-7$224,799$94,713$13,530iApproximate average salary by contribution assumption: employee only about $338,261 at 4% or $225,507 at 6%; with 50% employer match about $225,507 at 4% or $150,338 at 6%; with 100% employer match about $169,130 at 4% or $112,754 at 6%.
200216$102,095$74,713$12,452iApproximate average salary by contribution assumption: employee only about $311,304 at 4% or $207,536 at 6%; with 50% employer match about $207,536 at 4% or $138,357 at 6%; with 100% employer match about $155,652 at 4% or $103,768 at 6%.
Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan-6$102,095$74,713$12,452iApproximate average salary by contribution assumption: employee only about $311,304 at 4% or $207,536 at 6%; with 50% employer match about $207,536 at 4% or $138,357 at 6%; with 100% employer match about $155,652 at 4% or $103,768 at 6%.
200116$33,918$33,918$5,653iApproximate average salary by contribution assumption: employee only about $141,325 at 4% or $94,217 at 6%; with 50% employer match about $94,217 at 4% or $62,811 at 6%; with 100% employer match about $70,663 at 4% or $47,108 at 6%.
Nancy Roberts Insurance Inc. 401K and Profit Sharing Plan-6$33,918$33,918$5,653iApproximate average salary by contribution assumption: employee only about $141,325 at 4% or $94,217 at 6%; with 50% employer match about $94,217 at 4% or $62,811 at 6%; with 100% employer match about $70,663 at 4% or $47,108 at 6%.