Stan Roberts & Assoc. Inc
Plan context: STAN ROBERTS & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN
EIN 74-1828776 • Houston, TX • 32 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
23
2023 Assets
$7,939,586
2023 Contributions
$187,106
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 23 | $7,939,586 | $187,106 | $8,135iApproximate average salary by contribution assumption: employee only about $203,376 at 4% or $135,584 at 6%; with 50% employer match about $135,584 at 4% or $90,389 at 6%; with 100% employer match about $101,688 at 4% or $67,792 at 6%. |
| STAN ROBERTS & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN | - | 23 | $7,939,586 | $187,106 | $8,135iApproximate average salary by contribution assumption: employee only about $203,376 at 4% or $135,584 at 6%; with 50% employer match about $135,584 at 4% or $90,389 at 6%; with 100% employer match about $101,688 at 4% or $67,792 at 6%. |
| 2022 | 1 | 26 | $6,133,806 | $228,217 | $8,778iApproximate average salary by contribution assumption: employee only about $219,439 at 4% or $146,293 at 6%; with 50% employer match about $146,293 at 4% or $97,529 at 6%; with 100% employer match about $109,720 at 4% or $73,146 at 6%. |
| STAN ROBERTS & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN | - | 26 | $6,133,806 | $228,217 | $8,778iApproximate average salary by contribution assumption: employee only about $219,439 at 4% or $146,293 at 6%; with 50% employer match about $146,293 at 4% or $97,529 at 6%; with 100% employer match about $109,720 at 4% or $73,146 at 6%. |
| 2021 | 1 | 23 | $5,753,155 | $186,249 | $8,098iApproximate average salary by contribution assumption: employee only about $202,445 at 4% or $134,963 at 6%; with 50% employer match about $134,963 at 4% or $89,975 at 6%; with 100% employer match about $101,222 at 4% or $67,482 at 6%. |
| STAN ROBERTS & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN | - | 23 | $5,753,155 | $186,249 | $8,098iApproximate average salary by contribution assumption: employee only about $202,445 at 4% or $134,963 at 6%; with 50% employer match about $134,963 at 4% or $89,975 at 6%; with 100% employer match about $101,222 at 4% or $67,482 at 6%. |
| 2020 | 1 | 22 | $6,667,306 | $234,502 | $10,659iApproximate average salary by contribution assumption: employee only about $266,480 at 4% or $177,653 at 6%; with 50% employer match about $177,653 at 4% or $118,435 at 6%; with 100% employer match about $133,240 at 4% or $88,827 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 22 | $6,667,306 | $234,502 | $10,659iApproximate average salary by contribution assumption: employee only about $266,480 at 4% or $177,653 at 6%; with 50% employer match about $177,653 at 4% or $118,435 at 6%; with 100% employer match about $133,240 at 4% or $88,827 at 6%. |
| 2019 | 1 | 23 | $5,109,430 | $137,771 | $5,990iApproximate average salary by contribution assumption: employee only about $149,751 at 4% or $99,834 at 6%; with 50% employer match about $99,834 at 4% or $66,556 at 6%; with 100% employer match about $74,876 at 4% or $49,917 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 23 | $5,109,430 | $137,771 | $5,990iApproximate average salary by contribution assumption: employee only about $149,751 at 4% or $99,834 at 6%; with 50% employer match about $99,834 at 4% or $66,556 at 6%; with 100% employer match about $74,876 at 4% or $49,917 at 6%. |
| 2018 | 1 | 25 | $5,020,562 | $164,365 | $6,575iApproximate average salary by contribution assumption: employee only about $164,365 at 4% or $109,577 at 6%; with 50% employer match about $109,577 at 4% or $73,051 at 6%; with 100% employer match about $82,183 at 4% or $54,788 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 25 | $5,020,562 | $164,365 | $6,575iApproximate average salary by contribution assumption: employee only about $164,365 at 4% or $109,577 at 6%; with 50% employer match about $109,577 at 4% or $73,051 at 6%; with 100% employer match about $82,183 at 4% or $54,788 at 6%. |
| 2017 | 1 | 24 | $4,189,959 | $161,327 | $6,722iApproximate average salary by contribution assumption: employee only about $168,049 at 4% or $112,033 at 6%; with 50% employer match about $112,033 at 4% or $74,688 at 6%; with 100% employer match about $84,024 at 4% or $56,016 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 24 | $4,189,959 | $161,327 | $6,722iApproximate average salary by contribution assumption: employee only about $168,049 at 4% or $112,033 at 6%; with 50% employer match about $112,033 at 4% or $74,688 at 6%; with 100% employer match about $84,024 at 4% or $56,016 at 6%. |
| 2016 | 1 | 23 | $4,063,802 | $115,718 | $5,031iApproximate average salary by contribution assumption: employee only about $125,780 at 4% or $83,854 at 6%; with 50% employer match about $83,854 at 4% or $55,902 at 6%; with 100% employer match about $62,890 at 4% or $41,927 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 23 | $4,063,802 | $115,718 | $5,031iApproximate average salary by contribution assumption: employee only about $125,780 at 4% or $83,854 at 6%; with 50% employer match about $83,854 at 4% or $55,902 at 6%; with 100% employer match about $62,890 at 4% or $41,927 at 6%. |
| 2015 | 1 | 22 | $3,420,385 | $93,689 | $4,259iApproximate average salary by contribution assumption: employee only about $106,465 at 4% or $70,977 at 6%; with 50% employer match about $70,977 at 4% or $47,318 at 6%; with 100% employer match about $53,232 at 4% or $35,488 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 22 | $3,420,385 | $93,689 | $4,259iApproximate average salary by contribution assumption: employee only about $106,465 at 4% or $70,977 at 6%; with 50% employer match about $70,977 at 4% or $47,318 at 6%; with 100% employer match about $53,232 at 4% or $35,488 at 6%. |
| 2014 | 1 | 22 | $3,255,825 | $193,688 | $8,804iApproximate average salary by contribution assumption: employee only about $220,100 at 4% or $146,733 at 6%; with 50% employer match about $146,733 at 4% or $97,822 at 6%; with 100% employer match about $110,050 at 4% or $73,367 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 22 | $3,255,825 | $193,688 | $8,804iApproximate average salary by contribution assumption: employee only about $220,100 at 4% or $146,733 at 6%; with 50% employer match about $146,733 at 4% or $97,822 at 6%; with 100% employer match about $110,050 at 4% or $73,367 at 6%. |
| 2013 | 1 | 21 | $2,965,767 | $180,810 | $8,610iApproximate average salary by contribution assumption: employee only about $215,250 at 4% or $143,500 at 6%; with 50% employer match about $143,500 at 4% or $95,667 at 6%; with 100% employer match about $107,625 at 4% or $71,750 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 21 | $2,965,767 | $180,810 | $8,610iApproximate average salary by contribution assumption: employee only about $215,250 at 4% or $143,500 at 6%; with 50% employer match about $143,500 at 4% or $95,667 at 6%; with 100% employer match about $107,625 at 4% or $71,750 at 6%. |
| 2012 | 1 | 22 | $2,541,465 | $96,734 | $4,397iApproximate average salary by contribution assumption: employee only about $109,925 at 4% or $73,283 at 6%; with 50% employer match about $73,283 at 4% or $48,856 at 6%; with 100% employer match about $54,963 at 4% or $36,642 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 22 | $2,541,465 | $96,734 | $4,397iApproximate average salary by contribution assumption: employee only about $109,925 at 4% or $73,283 at 6%; with 50% employer match about $73,283 at 4% or $48,856 at 6%; with 100% employer match about $54,963 at 4% or $36,642 at 6%. |
| 2011 | 1 | 22 | $2,088,623 | $104,395 | $4,745iApproximate average salary by contribution assumption: employee only about $118,631 at 4% or $79,087 at 6%; with 50% employer match about $79,087 at 4% or $52,725 at 6%; with 100% employer match about $59,315 at 4% or $39,544 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 22 | $2,088,623 | $104,395 | $4,745iApproximate average salary by contribution assumption: employee only about $118,631 at 4% or $79,087 at 6%; with 50% employer match about $79,087 at 4% or $52,725 at 6%; with 100% employer match about $59,315 at 4% or $39,544 at 6%. |
| 2010 | 1 | 24 | $1,878,916 | $81,078 | $3,378iApproximate average salary by contribution assumption: employee only about $84,456 at 4% or $56,304 at 6%; with 50% employer match about $56,304 at 4% or $37,536 at 6%; with 100% employer match about $42,228 at 4% or $28,152 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 24 | $1,878,916 | $81,078 | $3,378iApproximate average salary by contribution assumption: employee only about $84,456 at 4% or $56,304 at 6%; with 50% employer match about $56,304 at 4% or $37,536 at 6%; with 100% employer match about $42,228 at 4% or $28,152 at 6%. |
| 2009 | 1 | 24 | $1,695,452 | $35,088 | $1,462iApproximate average salary by contribution assumption: employee only about $36,550 at 4% or $24,367 at 6%; with 50% employer match about $24,367 at 4% or $16,244 at 6%; with 100% employer match about $18,275 at 4% or $12,183 at 6%. |
| STAN ROBERTS & ASSOC INC 401(K) RETIREMENT SAVINGS PLAN | - | 24 | $1,695,452 | $35,088 | $1,462iApproximate average salary by contribution assumption: employee only about $36,550 at 4% or $24,367 at 6%; with 50% employer match about $24,367 at 4% or $16,244 at 6%; with 100% employer match about $18,275 at 4% or $12,183 at 6%. |
| 2008 | 1 | 30 | $0 | $0 | - |
| STAN ROBERTS & ASSOC INC 401K RET IREMENT SAVINGS PLAN | - | 30 | - | - | - |
| 2007 | 2 | 36 | $0 | $0 | - |
| STAN ROBERTS & ASSOC INC 401K RET IREMENT SAVINGS PLAN | - | 36 | - | - | - |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 12 | - | - | - |
| 2006 | 2 | 38 | $750,386 | $17,627 | $464iApproximate average salary by contribution assumption: employee only about $11,597 at 4% or $7,731 at 6%; with 50% employer match about $7,731 at 4% or $5,154 at 6%; with 100% employer match about $5,798 at 4% or $3,866 at 6%. |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 12 | $750,386 | $17,627 | $1,469iApproximate average salary by contribution assumption: employee only about $36,723 at 4% or $24,482 at 6%; with 50% employer match about $24,482 at 4% or $16,321 at 6%; with 100% employer match about $18,361 at 4% or $12,241 at 6%. |
| STAN ROBERTS & ASSOC INC 401K RET IREMENT SAVINGS PLAN | - | 38 | - | - | - |
| 2005 | 1 | 30 | $0 | $0 | - |
| STAN ROBERTS & ASSOC INC 401K RETIREMENT SAVINGS PLAN | - | 30 | - | - | - |
| 2004 | 2 | 28 | $1,155,573 | $61,363 | $2,192iApproximate average salary by contribution assumption: employee only about $54,788 at 4% or $36,526 at 6%; with 50% employer match about $36,526 at 4% or $24,350 at 6%; with 100% employer match about $27,394 at 4% or $18,263 at 6%. |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 12 | $623,353 | $22,030 | $1,836iApproximate average salary by contribution assumption: employee only about $45,896 at 4% or $30,597 at 6%; with 50% employer match about $30,597 at 4% or $20,398 at 6%; with 100% employer match about $22,948 at 4% or $15,299 at 6%. |
| STAN ROBERTS & ASSOC INC 401K RET IREMENT SAVINGS PLAN | - | 28 | $532,220 | $39,333 | $1,405iApproximate average salary by contribution assumption: employee only about $35,119 at 4% or $23,413 at 6%; with 50% employer match about $23,413 at 4% or $15,608 at 6%; with 100% employer match about $17,559 at 4% or $11,706 at 6%. |
| 2003 | 2 | 30 | $520,782 | $23,034 | $768iApproximate average salary by contribution assumption: employee only about $19,195 at 4% or $12,797 at 6%; with 50% employer match about $12,797 at 4% or $8,531 at 6%; with 100% employer match about $9,598 at 4% or $6,398 at 6%. |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 12 | $520,782 | $23,034 | $1,920iApproximate average salary by contribution assumption: employee only about $47,988 at 4% or $31,992 at 6%; with 50% employer match about $31,992 at 4% or $21,328 at 6%; with 100% employer match about $23,994 at 4% or $15,996 at 6%. |
| STAN ROBERTS & ASSOC INC 401K RET IREMENT SAVINGS PLAN | - | 30 | - | - | - |
| 2002 | 2 | 35 | $0 | $0 | - |
| STAN ROBERTS & ASSOC INC 401K RET IREMENT SAVINGS PLAN | - | 35 | - | - | - |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 12 | - | - | - |
| 2001 | 2 | 27 | $0 | $0 | - |
| STAN ROBERTS & ASSOC INC 401K RETIREMENT SAVINGS PLAN | - | 27 | - | - | - |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 12 | - | - | - |
| 2000 | 2 | 26 | $0 | $0 | - |
| STAN ROBERTS ASSOC INC 401K RETIREMENT SAVINGS PLAN | - | 26 | - | - | - |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 13 | - | - | - |
| 1999 | 1 | 15 | $0 | $0 | - |
| Stan Roberts & Assoc. Inc. Pension Plan | - | 15 | - | - | - |