Civic Intelligence

Gwinn & Roby, Et Al, Ptr.

Plan context: Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust

EIN 75-2139281 • Dallas, TX • 27 filings • 4 plans

4100 Renaissance Tower1201 Elm StreetDallas, TX 75270
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$131,540

2021 Contributions

$74,184

Historical Graphs

Total Assets Over Time

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

$9,205,656$4,602,828$0199920102021YearValue
$131,540Latest year 2021

Participants Over Time

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

112560199920112021YearValue
3Latest 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
202113$131,540$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-3$131,540--
202013$132,601$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-3$132,601$0-
201913$134,646$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-3$134,646--
201813$135,658$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-3$135,658--
201714$256,577$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$256,577--
201614$389,943$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$389,943--
201514$751,905$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$751,905--
201414$804,473$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$804,473--
201314$829,079$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$829,079--
201214$902,360$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$902,360--
201114$1,055,814$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$1,055,814--
201014$1,150,934$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$1,150,934--
200917$1,531,059$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-7$1,531,059--
200810$1,523,551$0-
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-0$1,523,551--
200714$3,456,883$74,184$18,546iApproximate average salary by contribution assumption: employee only about $463,650 at 4% or $309,100 at 6%; with 50% employer match about $309,100 at 4% or $206,067 at 6%; with 100% employer match about $231,825 at 4% or $154,550 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-4$3,456,883$74,184$18,546iApproximate average salary by contribution assumption: employee only about $463,650 at 4% or $309,100 at 6%; with 50% employer match about $309,100 at 4% or $206,067 at 6%; with 100% employer match about $231,825 at 4% or $154,550 at 6%.
2006135$7,124,126$190,396$5,440iApproximate average salary by contribution assumption: employee only about $135,997 at 4% or $90,665 at 6%; with 50% employer match about $90,665 at 4% or $60,443 at 6%; with 100% employer match about $67,999 at 4% or $45,332 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-35$7,124,126$190,396$5,440iApproximate average salary by contribution assumption: employee only about $135,997 at 4% or $90,665 at 6%; with 50% employer match about $90,665 at 4% or $60,443 at 6%; with 100% employer match about $67,999 at 4% or $45,332 at 6%.
2005171$9,205,656$309,367$4,357iApproximate average salary by contribution assumption: employee only about $108,932 at 4% or $72,621 at 6%; with 50% employer match about $72,621 at 4% or $48,414 at 6%; with 100% employer match about $54,466 at 4% or $36,311 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-71$9,205,656$309,367$4,357iApproximate average salary by contribution assumption: employee only about $108,932 at 4% or $72,621 at 6%; with 50% employer match about $72,621 at 4% or $48,414 at 6%; with 100% employer match about $54,466 at 4% or $36,311 at 6%.
2004184$8,898,057$773,841$9,212iApproximate average salary by contribution assumption: employee only about $230,310 at 4% or $153,540 at 6%; with 50% employer match about $153,540 at 4% or $102,360 at 6%; with 100% employer match about $115,155 at 4% or $76,770 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-84$8,898,057$773,841$9,212iApproximate average salary by contribution assumption: employee only about $230,310 at 4% or $153,540 at 6%; with 50% employer match about $153,540 at 4% or $102,360 at 6%; with 100% employer match about $115,155 at 4% or $76,770 at 6%.
20032112$8,026,731$647,996$5,786iApproximate average salary by contribution assumption: employee only about $144,642 at 4% or $96,428 at 6%; with 50% employer match about $96,428 at 4% or $64,285 at 6%; with 100% employer match about $72,321 at 4% or $48,214 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-75$8,026,731$647,996$8,640iApproximate average salary by contribution assumption: employee only about $215,999 at 4% or $143,999 at 6%; with 50% employer match about $143,999 at 4% or $95,999 at 6%; with 100% employer match about $107,999 at 4% or $72,000 at 6%.
GWINN & ROBY COMPREHENSIVE MAJOR MEDICAL HEALTH CARE PLAN-112---
20022112$6,578,783$728,952$6,509iApproximate average salary by contribution assumption: employee only about $162,713 at 4% or $108,475 at 6%; with 50% employer match about $108,475 at 4% or $72,317 at 6%; with 100% employer match about $81,356 at 4% or $54,238 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-79$6,578,783$728,952$9,227iApproximate average salary by contribution assumption: employee only about $230,681 at 4% or $153,787 at 6%; with 50% employer match about $153,787 at 4% or $102,525 at 6%; with 100% employer match about $115,341 at 4% or $76,894 at 6%.
GWINN & ROBY COMPREHENSIVE MAJOR MEDICAL HEALTH CARE PLAN-112---
20012112$7,115,269$678,931$6,062iApproximate average salary by contribution assumption: employee only about $151,547 at 4% or $101,031 at 6%; with 50% employer match about $101,031 at 4% or $67,354 at 6%; with 100% employer match about $75,774 at 4% or $50,516 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-81$7,115,269$678,931$8,382iApproximate average salary by contribution assumption: employee only about $209,547 at 4% or $139,698 at 6%; with 50% employer match about $139,698 at 4% or $93,132 at 6%; with 100% employer match about $104,773 at 4% or $69,849 at 6%.
GWINN & ROBY COMPREHENSIVE MAJOR MEDICAL HEALTH CARE PLAN-112---
2000284$7,113,953$1,012,579$12,055iApproximate average salary by contribution assumption: employee only about $301,363 at 4% or $200,909 at 6%; with 50% employer match about $200,909 at 4% or $133,939 at 6%; with 100% employer match about $150,681 at 4% or $100,454 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-72$7,113,953$646,354$8,977iApproximate average salary by contribution assumption: employee only about $224,428 at 4% or $149,619 at 6%; with 50% employer match about $149,619 at 4% or $99,746 at 6%; with 100% employer match about $112,214 at 4% or $74,809 at 6%.
GWINN & ROBY COMPREHENSIVE MAJOR MEDICAL HEALTH CARE PLAN-84-$366,225$4,360iApproximate average salary by contribution assumption: employee only about $108,996 at 4% or $72,664 at 6%; with 50% employer match about $72,664 at 4% or $48,442 at 6%; with 100% employer match about $54,498 at 4% or $36,332 at 6%.
1999175$6,043,085$544,927$7,266iApproximate average salary by contribution assumption: employee only about $181,642 at 4% or $121,095 at 6%; with 50% employer match about $121,095 at 4% or $80,730 at 6%; with 100% employer match about $90,821 at 4% or $60,547 at 6%.
Gwinn & Roby, Et Al, Ptr. 401K Profit Sharing Plan and Trust-75$6,043,085$544,927$7,266iApproximate average salary by contribution assumption: employee only about $181,642 at 4% or $121,095 at 6%; with 50% employer match about $121,095 at 4% or $80,730 at 6%; with 100% employer match about $90,821 at 4% or $60,547 at 6%.