Civic Intelligence

Fitts Roberts & Co. Inc.

Plan context: Fitts Roberts & Co. Inc. 401K Plan

EIN 74-1699466 • Houston, TX • 26 filings • 8 plans

5718 WestheimerSuite 800Houston, TX 77057
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$15,411,558

2024 Contributions

$1,170,895

Historical Graphs

Total Assets Over Time

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

$15,411,558$7,705,779$0199920132024YearValue
$15,411,558Latest year 2024

Participants Over Time

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

81410199920122024YearValue
50Latest year 2024

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
2024150$15,411,558$1,170,895$23,418iApproximate average salary by contribution assumption: employee only about $585,448 at 4% or $390,298 at 6%; with 50% employer match about $390,298 at 4% or $260,199 at 6%; with 100% employer match about $292,724 at 4% or $195,149 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-50$15,411,558$1,170,895$23,418iApproximate average salary by contribution assumption: employee only about $585,448 at 4% or $390,298 at 6%; with 50% employer match about $390,298 at 4% or $260,199 at 6%; with 100% employer match about $292,724 at 4% or $195,149 at 6%.
2023144$13,085,702$1,014,066$23,047iApproximate average salary by contribution assumption: employee only about $576,174 at 4% or $384,116 at 6%; with 50% employer match about $384,116 at 4% or $256,077 at 6%; with 100% employer match about $288,087 at 4% or $192,058 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-44$13,085,702$1,014,066$23,047iApproximate average salary by contribution assumption: employee only about $576,174 at 4% or $384,116 at 6%; with 50% employer match about $384,116 at 4% or $256,077 at 6%; with 100% employer match about $288,087 at 4% or $192,058 at 6%.
2022149$11,092,435$972,752$19,852iApproximate average salary by contribution assumption: employee only about $496,302 at 4% or $330,868 at 6%; with 50% employer match about $330,868 at 4% or $220,579 at 6%; with 100% employer match about $248,151 at 4% or $165,434 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-49$11,092,435$972,752$19,852iApproximate average salary by contribution assumption: employee only about $496,302 at 4% or $330,868 at 6%; with 50% employer match about $330,868 at 4% or $220,579 at 6%; with 100% employer match about $248,151 at 4% or $165,434 at 6%.
2021151$12,901,435$976,783$19,153iApproximate average salary by contribution assumption: employee only about $478,815 at 4% or $319,210 at 6%; with 50% employer match about $319,210 at 4% or $212,807 at 6%; with 100% employer match about $239,408 at 4% or $159,605 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-51$12,901,435$976,783$19,153iApproximate average salary by contribution assumption: employee only about $478,815 at 4% or $319,210 at 6%; with 50% employer match about $319,210 at 4% or $212,807 at 6%; with 100% employer match about $239,408 at 4% or $159,605 at 6%.
2020151$11,065,583$966,529$18,952iApproximate average salary by contribution assumption: employee only about $473,789 at 4% or $315,859 at 6%; with 50% employer match about $315,859 at 4% or $210,573 at 6%; with 100% employer match about $236,894 at 4% or $157,930 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-51$11,065,583$966,529$18,952iApproximate average salary by contribution assumption: employee only about $473,789 at 4% or $315,859 at 6%; with 50% employer match about $315,859 at 4% or $210,573 at 6%; with 100% employer match about $236,894 at 4% or $157,930 at 6%.
2019181$11,435,525$1,435,557$17,723iApproximate average salary by contribution assumption: employee only about $443,073 at 4% or $295,382 at 6%; with 50% employer match about $295,382 at 4% or $196,921 at 6%; with 100% employer match about $221,537 at 4% or $147,691 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-81$11,435,525$1,435,557$17,723iApproximate average salary by contribution assumption: employee only about $443,073 at 4% or $295,382 at 6%; with 50% employer match about $295,382 at 4% or $196,921 at 6%; with 100% employer match about $221,537 at 4% or $147,691 at 6%.
2018152$8,918,214$1,795,917$34,537iApproximate average salary by contribution assumption: employee only about $863,422 at 4% or $575,614 at 6%; with 50% employer match about $575,614 at 4% or $383,743 at 6%; with 100% employer match about $431,711 at 4% or $287,807 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-52$8,918,214$1,795,917$34,537iApproximate average salary by contribution assumption: employee only about $863,422 at 4% or $575,614 at 6%; with 50% employer match about $575,614 at 4% or $383,743 at 6%; with 100% employer match about $431,711 at 4% or $287,807 at 6%.
2017164$8,315,422$390,431$6,100iApproximate average salary by contribution assumption: employee only about $152,512 at 4% or $101,675 at 6%; with 50% employer match about $101,675 at 4% or $67,783 at 6%; with 100% employer match about $76,256 at 4% or $50,837 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-64$8,315,422$390,431$6,100iApproximate average salary by contribution assumption: employee only about $152,512 at 4% or $101,675 at 6%; with 50% employer match about $101,675 at 4% or $67,783 at 6%; with 100% employer match about $76,256 at 4% or $50,837 at 6%.
2016160$9,452,845$761,812$12,697iApproximate average salary by contribution assumption: employee only about $317,422 at 4% or $211,614 at 6%; with 50% employer match about $211,614 at 4% or $141,076 at 6%; with 100% employer match about $158,711 at 4% or $105,807 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-60$9,452,845$761,812$12,697iApproximate average salary by contribution assumption: employee only about $317,422 at 4% or $211,614 at 6%; with 50% employer match about $211,614 at 4% or $141,076 at 6%; with 100% employer match about $158,711 at 4% or $105,807 at 6%.
2015153$8,504,581$686,113$12,946iApproximate average salary by contribution assumption: employee only about $323,638 at 4% or $215,759 at 6%; with 50% employer match about $215,759 at 4% or $143,839 at 6%; with 100% employer match about $161,819 at 4% or $107,879 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-53$8,504,581$686,113$12,946iApproximate average salary by contribution assumption: employee only about $323,638 at 4% or $215,759 at 6%; with 50% employer match about $215,759 at 4% or $143,839 at 6%; with 100% employer match about $161,819 at 4% or $107,879 at 6%.
2014151$8,345,199$728,993$14,294iApproximate average salary by contribution assumption: employee only about $357,350 at 4% or $238,233 at 6%; with 50% employer match about $238,233 at 4% or $158,822 at 6%; with 100% employer match about $178,675 at 4% or $119,117 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-51$8,345,199$728,993$14,294iApproximate average salary by contribution assumption: employee only about $357,350 at 4% or $238,233 at 6%; with 50% employer match about $238,233 at 4% or $158,822 at 6%; with 100% employer match about $178,675 at 4% or $119,117 at 6%.
2013156$8,930,541$756,010$13,500iApproximate average salary by contribution assumption: employee only about $337,504 at 4% or $225,003 at 6%; with 50% employer match about $225,003 at 4% or $150,002 at 6%; with 100% employer match about $168,752 at 4% or $112,501 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-56$8,930,541$756,010$13,500iApproximate average salary by contribution assumption: employee only about $337,504 at 4% or $225,003 at 6%; with 50% employer match about $225,003 at 4% or $150,002 at 6%; with 100% employer match about $168,752 at 4% or $112,501 at 6%.
2012156$7,101,135$836,127$14,931iApproximate average salary by contribution assumption: employee only about $373,271 at 4% or $248,847 at 6%; with 50% employer match about $248,847 at 4% or $165,898 at 6%; with 100% employer match about $186,635 at 4% or $124,424 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-56$7,101,135$836,127$14,931iApproximate average salary by contribution assumption: employee only about $373,271 at 4% or $248,847 at 6%; with 50% employer match about $248,847 at 4% or $165,898 at 6%; with 100% employer match about $186,635 at 4% or $124,424 at 6%.
2011158$5,910,391$807,158$13,917iApproximate average salary by contribution assumption: employee only about $347,913 at 4% or $231,942 at 6%; with 50% employer match about $231,942 at 4% or $154,628 at 6%; with 100% employer match about $173,956 at 4% or $115,971 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-58$5,910,391$807,158$13,917iApproximate average salary by contribution assumption: employee only about $347,913 at 4% or $231,942 at 6%; with 50% employer match about $231,942 at 4% or $154,628 at 6%; with 100% employer match about $173,956 at 4% or $115,971 at 6%.
2010159$5,776,594$722,142$12,240iApproximate average salary by contribution assumption: employee only about $305,992 at 4% or $203,995 at 6%; with 50% employer match about $203,995 at 4% or $135,997 at 6%; with 100% employer match about $152,996 at 4% or $101,997 at 6%.
FITTS, ROBERTS & CO., INC. P.C. 401(K) PLAN-59$5,776,594$722,142$12,240iApproximate average salary by contribution assumption: employee only about $305,992 at 4% or $203,995 at 6%; with 50% employer match about $203,995 at 4% or $135,997 at 6%; with 100% employer match about $152,996 at 4% or $101,997 at 6%.
2009158$5,070,977$791,104$13,640iApproximate average salary by contribution assumption: employee only about $340,993 at 4% or $227,329 at 6%; with 50% employer match about $227,329 at 4% or $151,552 at 6%; with 100% employer match about $170,497 at 4% or $113,664 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-58$5,070,977$791,104$13,640iApproximate average salary by contribution assumption: employee only about $340,993 at 4% or $227,329 at 6%; with 50% employer match about $227,329 at 4% or $151,552 at 6%; with 100% employer match about $170,497 at 4% or $113,664 at 6%.
2008141$4,292,731$740,633$18,064iApproximate average salary by contribution assumption: employee only about $451,605 at 4% or $301,070 at 6%; with 50% employer match about $301,070 at 4% or $200,714 at 6%; with 100% employer match about $225,803 at 4% or $150,535 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-41$4,292,731$740,633$18,064iApproximate average salary by contribution assumption: employee only about $451,605 at 4% or $301,070 at 6%; with 50% employer match about $301,070 at 4% or $200,714 at 6%; with 100% employer match about $225,803 at 4% or $150,535 at 6%.
2007143$0$0-
Fitts Roberts & Co. Inc. 401K Plan-43---
2006136$4,043,023$395,061$10,974iApproximate average salary by contribution assumption: employee only about $274,348 at 4% or $182,899 at 6%; with 50% employer match about $182,899 at 4% or $121,932 at 6%; with 100% employer match about $137,174 at 4% or $91,449 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-36$4,043,023$395,061$10,974iApproximate average salary by contribution assumption: employee only about $274,348 at 4% or $182,899 at 6%; with 50% employer match about $182,899 at 4% or $121,932 at 6%; with 100% employer match about $137,174 at 4% or $91,449 at 6%.
2005132$3,766,145$341,935$10,685iApproximate average salary by contribution assumption: employee only about $267,137 at 4% or $178,091 at 6%; with 50% employer match about $178,091 at 4% or $118,727 at 6%; with 100% employer match about $133,568 at 4% or $89,046 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-32$3,766,145$341,935$10,685iApproximate average salary by contribution assumption: employee only about $267,137 at 4% or $178,091 at 6%; with 50% employer match about $178,091 at 4% or $118,727 at 6%; with 100% employer match about $133,568 at 4% or $89,046 at 6%.
2004129$3,130,749$415,216$14,318iApproximate average salary by contribution assumption: employee only about $357,945 at 4% or $238,630 at 6%; with 50% employer match about $238,630 at 4% or $159,087 at 6%; with 100% employer match about $178,972 at 4% or $119,315 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-29$3,130,749$415,216$14,318iApproximate average salary by contribution assumption: employee only about $357,945 at 4% or $238,630 at 6%; with 50% employer match about $238,630 at 4% or $159,087 at 6%; with 100% employer match about $178,972 at 4% or $119,315 at 6%.
2003134$2,359,911$387,033$11,383iApproximate average salary by contribution assumption: employee only about $284,583 at 4% or $189,722 at 6%; with 50% employer match about $189,722 at 4% or $126,481 at 6%; with 100% employer match about $142,292 at 4% or $94,861 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-34$2,359,911$387,033$11,383iApproximate average salary by contribution assumption: employee only about $284,583 at 4% or $189,722 at 6%; with 50% employer match about $189,722 at 4% or $126,481 at 6%; with 100% employer match about $142,292 at 4% or $94,861 at 6%.
2002133$1,654,391$246,531$7,471iApproximate average salary by contribution assumption: employee only about $186,766 at 4% or $124,511 at 6%; with 50% employer match about $124,511 at 4% or $83,007 at 6%; with 100% employer match about $93,383 at 4% or $62,255 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-33$1,654,391$246,531$7,471iApproximate average salary by contribution assumption: employee only about $186,766 at 4% or $124,511 at 6%; with 50% employer match about $124,511 at 4% or $83,007 at 6%; with 100% employer match about $93,383 at 4% or $62,255 at 6%.
2001124$0$0-
Fitts Roberts & Co. Inc. 401K Plan-24---
2000124$0$0-
Fitts Roberts & Co. Inc. 401K Plan-24---
1999130$1,508,758$144,573$4,819iApproximate average salary by contribution assumption: employee only about $120,478 at 4% or $80,318 at 6%; with 50% employer match about $80,318 at 4% or $53,546 at 6%; with 100% employer match about $60,239 at 4% or $40,159 at 6%.
Fitts Roberts & Co. Inc. 401K Plan-30$1,508,758$144,573$4,819iApproximate average salary by contribution assumption: employee only about $120,478 at 4% or $80,318 at 6%; with 50% employer match about $80,318 at 4% or $53,546 at 6%; with 100% employer match about $60,239 at 4% or $40,159 at 6%.