Civic Intelligence

Roberts Legal Group PC.

Plan context: Roberts & Smaby PC. Profit Sharing Plan

EIN 75-2576280 • Dallas, TX • 24 filings • 3 plans

6457 Cliffbrook Dr.Dallas, TX 75254
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$207,704

2019 Contributions

$129,438

Historical Graphs

Total Assets Over Time

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

$783,544$391,772$0200320122019YearValue
$207,704Latest year 2019

Participants Over Time

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

1680200020112019YearValue
1Latest year 2019

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
201911$207,704$0-
Roberts & Smaby PC. Profit Sharing Plan-1$207,704--
201810$173,768$0-
Roberts & Smaby PC. Profit Sharing Plan-0$173,768$0-
201710$214,641$0-
Roberts & Smaby PC. Profit Sharing Plan-0$214,641$0-
201616$195,864$0-
Roberts & Smaby PC. Profit Sharing Plan-6$195,864--
201516$190,711$0-
Roberts & Smaby PC. Profit Sharing Plan-6$190,711--
201416$194,813$0-
Roberts & Smaby PC. Profit Sharing Plan-6$194,813--
201316$458,519$0-
Roberts & Smaby PC. Profit Sharing Plan-6$458,519--
201216$422,650$0-
Roberts & Smaby PC. Profit Sharing Plan-6$422,650--
201115$378,375$0-
Roberts & Smaby PC. Profit Sharing Plan-5$378,375--
201016$399,979$0-
Roberts & Smaby PC. Profit Sharing Plan-6$399,979--
200916$356,850$0-
Roberts & Smaby PC. Profit Sharing Plan-6$356,850--
200810$287,210$0-
Roberts & Smaby PC. Profit Sharing Plan-0$287,210--
200710$0$0-
Roberts & Smaby PC. Profit Sharing Plan-0---
200610$783,544$0-
Roberts & Smaby PC. Profit Sharing Plan-0$783,544--
200510$713,430$0-
Roberts & Smaby PC. Profit Sharing Plan-0$713,430--
2004116$702,989$129,438$8,090iApproximate average salary by contribution assumption: employee only about $202,247 at 4% or $134,831 at 6%; with 50% employer match about $134,831 at 4% or $89,888 at 6%; with 100% employer match about $101,123 at 4% or $67,416 at 6%.
Roberts & Smaby PC. Profit Sharing Plan-16$702,989$129,438$8,090iApproximate average salary by contribution assumption: employee only about $202,247 at 4% or $134,831 at 6%; with 50% employer match about $134,831 at 4% or $89,888 at 6%; with 100% employer match about $101,123 at 4% or $67,416 at 6%.
200323$422,180$33,002$11,001iApproximate average salary by contribution assumption: employee only about $275,017 at 4% or $183,344 at 6%; with 50% employer match about $183,344 at 4% or $122,230 at 6%; with 100% employer match about $137,508 at 4% or $91,672 at 6%.
Roberts & Smaby PC. Profit Sharing Plan-3$422,180$33,002$11,001iApproximate average salary by contribution assumption: employee only about $275,017 at 4% or $183,344 at 6%; with 50% employer match about $183,344 at 4% or $122,230 at 6%; with 100% employer match about $137,508 at 4% or $91,672 at 6%.
ROBERTS & SMABY, P.C. MONEY PURCHASE PENSION PLAN-0---
200224$0$0-
ROBERTS & SMABY, P.C. MONEY PURCHASE PENSION PLAN-4---
Roberts & Smaby PC. Profit Sharing Plan-3---
200124$0$0-
Roberts & Smaby PC. Profit Sharing Plan-4---
ROBERTS & SMABY, P.C. MONEY PURCHASE PENSION PLAN-4---
200025$0$0-
Roberts & Smaby PC. Profit Sharing Plan-5---
ROBERTS & SMABY, P.C. MONEY PURCHASE PENSION PLAN-5---