Roberts Bartolic LLP
Plan context: Roberts Bartolic LLP 401 K Profit Sharing Plan Trust
EIN 81-2686083 • Alameda, CA • 3 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$293,120
2018 Contributions
$64,082
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $64,082 | - |
| Roberts Bartolic LLP 401 K Profit Sharing Plan Trust | - | 0 | $0 | $64,082 | - |
| 2017 | 1 | 4 | $293,120 | $242,478 | $60,620iApproximate average salary by contribution assumption: employee only about $1,515,488 at 4% or $1,010,325 at 6%; with 50% employer match about $1,010,325 at 4% or $673,550 at 6%; with 100% employer match about $757,744 at 4% or $505,163 at 6%. |
| Roberts Bartolic LLP 401 K Profit Sharing Plan Trust | - | 4 | $293,120 | $242,478 | $60,620iApproximate average salary by contribution assumption: employee only about $1,515,488 at 4% or $1,010,325 at 6%; with 50% employer match about $1,010,325 at 4% or $673,550 at 6%; with 100% employer match about $757,744 at 4% or $505,163 at 6%. |
| 2016 | 1 | 4 | $13,807 | $13,238 | $3,310iApproximate average salary by contribution assumption: employee only about $82,738 at 4% or $55,158 at 6%; with 50% employer match about $55,158 at 4% or $36,772 at 6%; with 100% employer match about $41,369 at 4% or $27,579 at 6%. |
| Roberts Bartolic LLP 401 K Profit Sharing Plan Trust | - | 4 | $13,807 | $13,238 | $3,310iApproximate average salary by contribution assumption: employee only about $82,738 at 4% or $55,158 at 6%; with 50% employer match about $55,158 at 4% or $36,772 at 6%; with 100% employer match about $41,369 at 4% or $27,579 at 6%. |