Civic Intelligence

Lawrence J. Roberts & Assoc., P.A.

Plan context: Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan

EIN 65-1050291 • Coral Gables, FL • 19 filings • 4 plans

249 Catalonia AveCoral Gables, FL 33134-6704
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$265,061

2021 Contributions

$4,351

Historical Graphs

Total Assets Over Time

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

$265,061$132,531$0200320122020YearValue
$265,061Latest year 2020

Participants Over Time

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

530200320122020YearValue
4Latest year 2020

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
202110$0$4,351-
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-0$0$4,351-
202014$265,061$14,920$3,730iApproximate average salary by contribution assumption: employee only about $93,250 at 4% or $62,167 at 6%; with 50% employer match about $62,167 at 4% or $41,444 at 6%; with 100% employer match about $46,625 at 4% or $31,083 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$265,061$14,920$3,730iApproximate average salary by contribution assumption: employee only about $93,250 at 4% or $62,167 at 6%; with 50% employer match about $62,167 at 4% or $41,444 at 6%; with 100% employer match about $46,625 at 4% or $31,083 at 6%.
201914$230,579$14,240$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$230,579$14,240$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.
201814$204,309$12,700$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$204,309$12,700$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
201714$192,041$12,520$3,130iApproximate average salary by contribution assumption: employee only about $78,250 at 4% or $52,167 at 6%; with 50% employer match about $52,167 at 4% or $34,778 at 6%; with 100% employer match about $39,125 at 4% or $26,083 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$192,041$12,520$3,130iApproximate average salary by contribution assumption: employee only about $78,250 at 4% or $52,167 at 6%; with 50% employer match about $52,167 at 4% or $34,778 at 6%; with 100% employer match about $39,125 at 4% or $26,083 at 6%.
201614$169,661$12,520$3,130iApproximate average salary by contribution assumption: employee only about $78,250 at 4% or $52,167 at 6%; with 50% employer match about $52,167 at 4% or $34,778 at 6%; with 100% employer match about $39,125 at 4% or $26,083 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$169,661$12,520$3,130iApproximate average salary by contribution assumption: employee only about $78,250 at 4% or $52,167 at 6%; with 50% employer match about $52,167 at 4% or $34,778 at 6%; with 100% employer match about $39,125 at 4% or $26,083 at 6%.
201514$181,944$12,400$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$181,944$12,400$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
201414$176,796$11,800$2,950iApproximate average salary by contribution assumption: employee only about $73,750 at 4% or $49,167 at 6%; with 50% employer match about $49,167 at 4% or $32,778 at 6%; with 100% employer match about $36,875 at 4% or $24,583 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$176,796$11,800$2,950iApproximate average salary by contribution assumption: employee only about $73,750 at 4% or $49,167 at 6%; with 50% employer match about $49,167 at 4% or $32,778 at 6%; with 100% employer match about $36,875 at 4% or $24,583 at 6%.
201314$166,998$10,338$2,585iApproximate average salary by contribution assumption: employee only about $64,613 at 4% or $43,075 at 6%; with 50% employer match about $43,075 at 4% or $28,717 at 6%; with 100% employer match about $32,306 at 4% or $21,538 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$166,998$10,338$2,585iApproximate average salary by contribution assumption: employee only about $64,613 at 4% or $43,075 at 6%; with 50% employer match about $43,075 at 4% or $28,717 at 6%; with 100% employer match about $32,306 at 4% or $21,538 at 6%.
201214$154,614$16,808$4,202iApproximate average salary by contribution assumption: employee only about $105,050 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,689 at 6%; with 100% employer match about $52,525 at 4% or $35,017 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$154,614$16,808$4,202iApproximate average salary by contribution assumption: employee only about $105,050 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,689 at 6%; with 100% employer match about $52,525 at 4% or $35,017 at 6%.
201114$132,028$21,758$5,440iApproximate average salary by contribution assumption: employee only about $135,988 at 4% or $90,658 at 6%; with 50% employer match about $90,658 at 4% or $60,439 at 6%; with 100% employer match about $67,994 at 4% or $45,329 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-4$132,028$21,758$5,440iApproximate average salary by contribution assumption: employee only about $135,988 at 4% or $90,658 at 6%; with 50% employer match about $90,658 at 4% or $60,439 at 6%; with 100% employer match about $67,994 at 4% or $45,329 at 6%.
201015$128,035$17,214$3,443iApproximate average salary by contribution assumption: employee only about $86,070 at 4% or $57,380 at 6%; with 50% employer match about $57,380 at 4% or $38,253 at 6%; with 100% employer match about $43,035 at 4% or $28,690 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-5$128,035$17,214$3,443iApproximate average salary by contribution assumption: employee only about $86,070 at 4% or $57,380 at 6%; with 50% employer match about $57,380 at 4% or $38,253 at 6%; with 100% employer match about $43,035 at 4% or $28,690 at 6%.
200913$110,424$6,850$2,283iApproximate average salary by contribution assumption: employee only about $57,083 at 4% or $38,056 at 6%; with 50% employer match about $38,056 at 4% or $25,370 at 6%; with 100% employer match about $28,542 at 4% or $19,028 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-3$110,424$6,850$2,283iApproximate average salary by contribution assumption: employee only about $57,083 at 4% or $38,056 at 6%; with 50% employer match about $38,056 at 4% or $25,370 at 6%; with 100% employer match about $28,542 at 4% or $19,028 at 6%.
200815$120,521$2,769$554iApproximate average salary by contribution assumption: employee only about $13,845 at 4% or $9,230 at 6%; with 50% employer match about $9,230 at 4% or $6,153 at 6%; with 100% employer match about $6,922 at 4% or $4,615 at 6%.
Lawrence J. Roberts & Assoc., P.A. 401K Profit Sharing Plan-5$120,521$2,769$554iApproximate average salary by contribution assumption: employee only about $13,845 at 4% or $9,230 at 6%; with 50% employer match about $9,230 at 4% or $6,153 at 6%; with 100% employer match about $6,922 at 4% or $4,615 at 6%.
200712$0$0-
LAWRENCE J ROBERTS & 401K PROFIT SHARING PLAN & TRUST-2---
200612$148,549$31,755$15,878iApproximate average salary by contribution assumption: employee only about $396,938 at 4% or $264,625 at 6%; with 50% employer match about $264,625 at 4% or $176,417 at 6%; with 100% employer match about $198,469 at 4% or $132,313 at 6%.
LAWRENCE J ROBERTS & 401K PROFIT SHARING PLAN & TRUST-2$148,549$31,755$15,878iApproximate average salary by contribution assumption: employee only about $396,938 at 4% or $264,625 at 6%; with 50% employer match about $264,625 at 4% or $176,417 at 6%; with 100% employer match about $198,469 at 4% or $132,313 at 6%.
200515$117,709$39,626$7,925iApproximate average salary by contribution assumption: employee only about $198,130 at 4% or $132,087 at 6%; with 50% employer match about $132,087 at 4% or $88,058 at 6%; with 100% employer match about $99,065 at 4% or $66,043 at 6%.
LAWRENCE J ROBERTS & 401K PROFIT SHARING PLAN & TRUST-5$117,709$39,626$7,925iApproximate average salary by contribution assumption: employee only about $198,130 at 4% or $132,087 at 6%; with 50% employer match about $132,087 at 4% or $88,058 at 6%; with 100% employer match about $99,065 at 4% or $66,043 at 6%.
200414$94,685$44,734$11,184iApproximate average salary by contribution assumption: employee only about $279,588 at 4% or $186,392 at 6%; with 50% employer match about $186,392 at 4% or $124,261 at 6%; with 100% employer match about $139,794 at 4% or $93,196 at 6%.
LAWRENCE J ROBERTS & 401K PROFIT SHARING PLAN & TRUST-4$94,685$44,734$11,184iApproximate average salary by contribution assumption: employee only about $279,588 at 4% or $186,392 at 6%; with 50% employer match about $186,392 at 4% or $124,261 at 6%; with 100% employer match about $139,794 at 4% or $93,196 at 6%.
200314$42,756$38,386$9,597iApproximate average salary by contribution assumption: employee only about $239,913 at 4% or $159,942 at 6%; with 50% employer match about $159,942 at 4% or $106,628 at 6%; with 100% employer match about $119,956 at 4% or $79,971 at 6%.
LAWRENCE J ROBERTS & 401K PROFIT SHARING PLAN & TRUST-4$42,756$38,386$9,597iApproximate average salary by contribution assumption: employee only about $239,913 at 4% or $159,942 at 6%; with 50% employer match about $159,942 at 4% or $106,628 at 6%; with 100% employer match about $119,956 at 4% or $79,971 at 6%.