Civic Intelligence

Ann D. Robertson, CPA, Pa

Plan context: Ann D. Robertson, CPA, Pa 401(K) Plan

EIN 65-1177316 • Leawood, KS • 20 filings • 2 plans

10208 Howe LaneLeawood, KS 66206
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$97,405

2022 Contributions

$5,823

Historical Graphs

Total Assets Over Time

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

$581,004$290,502$0200320132021YearValue
$97,405Latest year 2021

Participants Over Time

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

530200320122021YearValue
2Latest year 2021

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
202210$0$0-
Ann D. Robertson, CPA, Pa 401(K) Plan-0$0$0-
202112$97,405$0-
Ann D. Robertson, CPA, Pa 401(K) Plan-2$97,405$0-
202013$105,335$5,823$1,941iApproximate average salary by contribution assumption: employee only about $48,525 at 4% or $32,350 at 6%; with 50% employer match about $32,350 at 4% or $21,567 at 6%; with 100% employer match about $24,263 at 4% or $16,175 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-3$105,335$5,823$1,941iApproximate average salary by contribution assumption: employee only about $48,525 at 4% or $32,350 at 6%; with 50% employer match about $32,350 at 4% or $21,567 at 6%; with 100% employer match about $24,263 at 4% or $16,175 at 6%.
201913$84,515$5,803$1,934iApproximate average salary by contribution assumption: employee only about $48,358 at 4% or $32,239 at 6%; with 50% employer match about $32,239 at 4% or $21,493 at 6%; with 100% employer match about $24,179 at 4% or $16,119 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-3$84,515$5,803$1,934iApproximate average salary by contribution assumption: employee only about $48,358 at 4% or $32,239 at 6%; with 50% employer match about $32,239 at 4% or $21,493 at 6%; with 100% employer match about $24,179 at 4% or $16,119 at 6%.
201814$581,004$27,020$6,755iApproximate average salary by contribution assumption: employee only about $168,875 at 4% or $112,583 at 6%; with 50% employer match about $112,583 at 4% or $75,056 at 6%; with 100% employer match about $84,438 at 4% or $56,292 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$581,004$27,020$6,755iApproximate average salary by contribution assumption: employee only about $168,875 at 4% or $112,583 at 6%; with 50% employer match about $112,583 at 4% or $75,056 at 6%; with 100% employer match about $84,438 at 4% or $56,292 at 6%.
201714$575,433$28,804$7,201iApproximate average salary by contribution assumption: employee only about $180,025 at 4% or $120,017 at 6%; with 50% employer match about $120,017 at 4% or $80,011 at 6%; with 100% employer match about $90,013 at 4% or $60,008 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$575,433$28,804$7,201iApproximate average salary by contribution assumption: employee only about $180,025 at 4% or $120,017 at 6%; with 50% employer match about $120,017 at 4% or $80,011 at 6%; with 100% employer match about $90,013 at 4% or $60,008 at 6%.
201614$505,765$38,154$9,539iApproximate average salary by contribution assumption: employee only about $238,463 at 4% or $158,975 at 6%; with 50% employer match about $158,975 at 4% or $105,983 at 6%; with 100% employer match about $119,231 at 4% or $79,488 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$505,765$38,154$9,539iApproximate average salary by contribution assumption: employee only about $238,463 at 4% or $158,975 at 6%; with 50% employer match about $158,975 at 4% or $105,983 at 6%; with 100% employer match about $119,231 at 4% or $79,488 at 6%.
201515$463,221$32,510$6,502iApproximate average salary by contribution assumption: employee only about $162,550 at 4% or $108,367 at 6%; with 50% employer match about $108,367 at 4% or $72,244 at 6%; with 100% employer match about $81,275 at 4% or $54,183 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-5$463,221$32,510$6,502iApproximate average salary by contribution assumption: employee only about $162,550 at 4% or $108,367 at 6%; with 50% employer match about $108,367 at 4% or $72,244 at 6%; with 100% employer match about $81,275 at 4% or $54,183 at 6%.
201415$426,680$33,243$6,649iApproximate average salary by contribution assumption: employee only about $166,215 at 4% or $110,810 at 6%; with 50% employer match about $110,810 at 4% or $73,873 at 6%; with 100% employer match about $83,108 at 4% or $55,405 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-5$426,680$33,243$6,649iApproximate average salary by contribution assumption: employee only about $166,215 at 4% or $110,810 at 6%; with 50% employer match about $110,810 at 4% or $73,873 at 6%; with 100% employer match about $83,108 at 4% or $55,405 at 6%.
201315$382,989$33,828$6,766iApproximate average salary by contribution assumption: employee only about $169,140 at 4% or $112,760 at 6%; with 50% employer match about $112,760 at 4% or $75,173 at 6%; with 100% employer match about $84,570 at 4% or $56,380 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-5$382,989$33,828$6,766iApproximate average salary by contribution assumption: employee only about $169,140 at 4% or $112,760 at 6%; with 50% employer match about $112,760 at 4% or $75,173 at 6%; with 100% employer match about $84,570 at 4% or $56,380 at 6%.
201214$329,631$29,350$7,338iApproximate average salary by contribution assumption: employee only about $183,438 at 4% or $122,292 at 6%; with 50% employer match about $122,292 at 4% or $81,528 at 6%; with 100% employer match about $91,719 at 4% or $61,146 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$329,631$29,350$7,338iApproximate average salary by contribution assumption: employee only about $183,438 at 4% or $122,292 at 6%; with 50% employer match about $122,292 at 4% or $81,528 at 6%; with 100% employer match about $91,719 at 4% or $61,146 at 6%.
201115$302,054$40,649$8,130iApproximate average salary by contribution assumption: employee only about $203,245 at 4% or $135,497 at 6%; with 50% employer match about $135,497 at 4% or $90,331 at 6%; with 100% employer match about $101,623 at 4% or $67,748 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-5$302,054$40,649$8,130iApproximate average salary by contribution assumption: employee only about $203,245 at 4% or $135,497 at 6%; with 50% employer match about $135,497 at 4% or $90,331 at 6%; with 100% employer match about $101,623 at 4% or $67,748 at 6%.
201015$265,510$34,098$6,820iApproximate average salary by contribution assumption: employee only about $170,490 at 4% or $113,660 at 6%; with 50% employer match about $113,660 at 4% or $75,773 at 6%; with 100% employer match about $85,245 at 4% or $56,830 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-5$265,510$34,098$6,820iApproximate average salary by contribution assumption: employee only about $170,490 at 4% or $113,660 at 6%; with 50% employer match about $113,660 at 4% or $75,773 at 6%; with 100% employer match about $85,245 at 4% or $56,830 at 6%.
200914$229,949$26,499$6,625iApproximate average salary by contribution assumption: employee only about $165,619 at 4% or $110,413 at 6%; with 50% employer match about $110,413 at 4% or $73,608 at 6%; with 100% employer match about $82,809 at 4% or $55,206 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$229,949$26,499$6,625iApproximate average salary by contribution assumption: employee only about $165,619 at 4% or $110,413 at 6%; with 50% employer match about $110,413 at 4% or $73,608 at 6%; with 100% employer match about $82,809 at 4% or $55,206 at 6%.
200815$200,869$25,088$5,018iApproximate average salary by contribution assumption: employee only about $125,440 at 4% or $83,627 at 6%; with 50% employer match about $83,627 at 4% or $55,751 at 6%; with 100% employer match about $62,720 at 4% or $41,813 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-5$200,869$25,088$5,018iApproximate average salary by contribution assumption: employee only about $125,440 at 4% or $83,627 at 6%; with 50% employer match about $83,627 at 4% or $55,751 at 6%; with 100% employer match about $62,720 at 4% or $41,813 at 6%.
200715$0$0-
Ann D. Robertson, CPA, Pa 401(K) Plan-5---
200614$127,143$37,990$9,498iApproximate average salary by contribution assumption: employee only about $237,438 at 4% or $158,292 at 6%; with 50% employer match about $158,292 at 4% or $105,528 at 6%; with 100% employer match about $118,719 at 4% or $79,146 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$127,143$37,990$9,498iApproximate average salary by contribution assumption: employee only about $237,438 at 4% or $158,292 at 6%; with 50% employer match about $158,292 at 4% or $105,528 at 6%; with 100% employer match about $118,719 at 4% or $79,146 at 6%.
200514$86,705$23,971$5,993iApproximate average salary by contribution assumption: employee only about $149,819 at 4% or $99,879 at 6%; with 50% employer match about $99,879 at 4% or $66,586 at 6%; with 100% employer match about $74,909 at 4% or $49,940 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$86,705$23,971$5,993iApproximate average salary by contribution assumption: employee only about $149,819 at 4% or $99,879 at 6%; with 50% employer match about $99,879 at 4% or $66,586 at 6%; with 100% employer match about $74,909 at 4% or $49,940 at 6%.
200415$58,681$22,926$4,585iApproximate average salary by contribution assumption: employee only about $114,630 at 4% or $76,420 at 6%; with 50% employer match about $76,420 at 4% or $50,947 at 6%; with 100% employer match about $57,315 at 4% or $38,210 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-5$58,681$22,926$4,585iApproximate average salary by contribution assumption: employee only about $114,630 at 4% or $76,420 at 6%; with 50% employer match about $76,420 at 4% or $50,947 at 6%; with 100% employer match about $57,315 at 4% or $38,210 at 6%.
200314$31,659$30,991$7,748iApproximate average salary by contribution assumption: employee only about $193,694 at 4% or $129,129 at 6%; with 50% employer match about $129,129 at 4% or $86,086 at 6%; with 100% employer match about $96,847 at 4% or $64,565 at 6%.
Ann D. Robertson, CPA, Pa 401(K) Plan-4$31,659$30,991$7,748iApproximate average salary by contribution assumption: employee only about $193,694 at 4% or $129,129 at 6%; with 50% employer match about $129,129 at 4% or $86,086 at 6%; with 100% employer match about $96,847 at 4% or $64,565 at 6%.