Civic Intelligence

Richard, Wayne & Roberts Inc.

Plan context: Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan

EIN 76-0686681 • 14 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$5,920,000

2024 Contributions

$488,566

Historical Graphs

Total Assets Over Time

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

$6,070,000$3,035,000$0201120182024YearValue
$5,920,000Latest year 2024

Participants Over Time

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

53270201120182024YearValue
47Latest 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
2024147$5,920,000$488,566$10,395iApproximate average salary by contribution assumption: employee only about $259,876 at 4% or $173,250 at 6%; with 50% employer match about $173,250 at 4% or $115,500 at 6%; with 100% employer match about $129,938 at 4% or $86,625 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-47$5,920,000$488,566$10,395iApproximate average salary by contribution assumption: employee only about $259,876 at 4% or $173,250 at 6%; with 50% employer match about $173,250 at 4% or $115,500 at 6%; with 100% employer match about $129,938 at 4% or $86,625 at 6%.
2023148$6,070,000$437,372$9,112iApproximate average salary by contribution assumption: employee only about $227,798 at 4% or $151,865 at 6%; with 50% employer match about $151,865 at 4% or $101,244 at 6%; with 100% employer match about $113,899 at 4% or $75,933 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-48$6,070,000$437,372$9,112iApproximate average salary by contribution assumption: employee only about $227,798 at 4% or $151,865 at 6%; with 50% employer match about $151,865 at 4% or $101,244 at 6%; with 100% employer match about $113,899 at 4% or $75,933 at 6%.
2022141$4,500,000$376,994$9,195iApproximate average salary by contribution assumption: employee only about $229,874 at 4% or $153,250 at 6%; with 50% employer match about $153,250 at 4% or $102,166 at 6%; with 100% employer match about $114,937 at 4% or $76,625 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-41$4,500,000$376,994$9,195iApproximate average salary by contribution assumption: employee only about $229,874 at 4% or $153,250 at 6%; with 50% employer match about $153,250 at 4% or $102,166 at 6%; with 100% employer match about $114,937 at 4% or $76,625 at 6%.
2021139$3,850,000$372,693$9,556iApproximate average salary by contribution assumption: employee only about $238,906 at 4% or $159,271 at 6%; with 50% employer match about $159,271 at 4% or $106,180 at 6%; with 100% employer match about $119,453 at 4% or $79,635 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-39$3,850,000$372,693$9,556iApproximate average salary by contribution assumption: employee only about $238,906 at 4% or $159,271 at 6%; with 50% employer match about $159,271 at 4% or $106,180 at 6%; with 100% employer match about $119,453 at 4% or $79,635 at 6%.
2020139$2,020,000$109,699$2,813iApproximate average salary by contribution assumption: employee only about $70,320 at 4% or $46,880 at 6%; with 50% employer match about $46,880 at 4% or $31,253 at 6%; with 100% employer match about $35,160 at 4% or $23,440 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-39$2,020,000$109,699$2,813iApproximate average salary by contribution assumption: employee only about $70,320 at 4% or $46,880 at 6%; with 50% employer match about $46,880 at 4% or $31,253 at 6%; with 100% employer match about $35,160 at 4% or $23,440 at 6%.
2019141$2,820,333$354,912$8,656iApproximate average salary by contribution assumption: employee only about $216,410 at 4% or $144,273 at 6%; with 50% employer match about $144,273 at 4% or $96,182 at 6%; with 100% employer match about $108,205 at 4% or $72,137 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-41$2,820,333$354,912$8,656iApproximate average salary by contribution assumption: employee only about $216,410 at 4% or $144,273 at 6%; with 50% employer match about $144,273 at 4% or $96,182 at 6%; with 100% employer match about $108,205 at 4% or $72,137 at 6%.
2018138$2,801,331$354,911$9,340iApproximate average salary by contribution assumption: employee only about $233,494 at 4% or $155,663 at 6%; with 50% employer match about $155,663 at 4% or $103,775 at 6%; with 100% employer match about $116,747 at 4% or $77,831 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-38$2,801,331$354,911$9,340iApproximate average salary by contribution assumption: employee only about $233,494 at 4% or $155,663 at 6%; with 50% employer match about $155,663 at 4% or $103,775 at 6%; with 100% employer match about $116,747 at 4% or $77,831 at 6%.
2017137$2,201,331$170,653$4,612iApproximate average salary by contribution assumption: employee only about $115,306 at 4% or $76,871 at 6%; with 50% employer match about $76,871 at 4% or $51,247 at 6%; with 100% employer match about $57,653 at 4% or $38,435 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-37$2,201,331$170,653$4,612iApproximate average salary by contribution assumption: employee only about $115,306 at 4% or $76,871 at 6%; with 50% employer match about $76,871 at 4% or $51,247 at 6%; with 100% employer match about $57,653 at 4% or $38,435 at 6%.
2016147$1,290,000$359,246$7,644iApproximate average salary by contribution assumption: employee only about $191,088 at 4% or $127,392 at 6%; with 50% employer match about $127,392 at 4% or $84,928 at 6%; with 100% employer match about $95,544 at 4% or $63,696 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-47$1,290,000$359,246$7,644iApproximate average salary by contribution assumption: employee only about $191,088 at 4% or $127,392 at 6%; with 50% employer match about $127,392 at 4% or $84,928 at 6%; with 100% employer match about $95,544 at 4% or $63,696 at 6%.
2015152$1,127,109$371,624$7,147iApproximate average salary by contribution assumption: employee only about $178,665 at 4% or $119,110 at 6%; with 50% employer match about $119,110 at 4% or $79,407 at 6%; with 100% employer match about $89,333 at 4% or $59,555 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-52$1,127,109$371,624$7,147iApproximate average salary by contribution assumption: employee only about $178,665 at 4% or $119,110 at 6%; with 50% employer match about $119,110 at 4% or $79,407 at 6%; with 100% employer match about $89,333 at 4% or $59,555 at 6%.
2014149$3,330,000$649,605$13,257iApproximate average salary by contribution assumption: employee only about $331,431 at 4% or $220,954 at 6%; with 50% employer match about $220,954 at 4% or $147,303 at 6%; with 100% employer match about $165,716 at 4% or $110,477 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-49$3,330,000$649,605$13,257iApproximate average salary by contribution assumption: employee only about $331,431 at 4% or $220,954 at 6%; with 50% employer match about $220,954 at 4% or $147,303 at 6%; with 100% employer match about $165,716 at 4% or $110,477 at 6%.
2013153$2,670,000$689,580$13,011iApproximate average salary by contribution assumption: employee only about $325,274 at 4% or $216,849 at 6%; with 50% employer match about $216,849 at 4% or $144,566 at 6%; with 100% employer match about $162,637 at 4% or $108,425 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-53$2,670,000$689,580$13,011iApproximate average salary by contribution assumption: employee only about $325,274 at 4% or $216,849 at 6%; with 50% employer match about $216,849 at 4% or $144,566 at 6%; with 100% employer match about $162,637 at 4% or $108,425 at 6%.
2012146$1,690,000$779,840$16,953iApproximate average salary by contribution assumption: employee only about $423,826 at 4% or $282,551 at 6%; with 50% employer match about $282,551 at 4% or $188,367 at 6%; with 100% employer match about $211,913 at 4% or $141,275 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-46$1,690,000$779,840$16,953iApproximate average salary by contribution assumption: employee only about $423,826 at 4% or $282,551 at 6%; with 50% employer match about $282,551 at 4% or $188,367 at 6%; with 100% employer match about $211,913 at 4% or $141,275 at 6%.
2011142$734,000$609,723$14,517iApproximate average salary by contribution assumption: employee only about $362,930 at 4% or $241,954 at 6%; with 50% employer match about $241,954 at 4% or $161,302 at 6%; with 100% employer match about $181,465 at 4% or $120,977 at 6%.
Richard, Wayne & Roberts Inc. Employee Stock Ownership Plan-42$734,000$609,723$14,517iApproximate average salary by contribution assumption: employee only about $362,930 at 4% or $241,954 at 6%; with 50% employer match about $241,954 at 4% or $161,302 at 6%; with 100% employer match about $181,465 at 4% or $120,977 at 6%.