Civic Intelligence

Robertson & Marchetti PC.

Plan context: Robertson & Marchetti PC. 401(K) Plan

EIN 84-1267332 • Edwards, CO • 4 filings • 1 plans

28 2nd Street, Suite 213Edwards, CO 81632-8137
Current Snapshot

Latest Year

2016

2016 Participants

11

2016 Assets

$1,039,724

2016 Contributions

$222,059

Historical Graphs

Total Assets Over Time

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

$1,039,724$519,862$0201320152016YearValue
$1,039,724Latest year 2016

Participants Over Time

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

1160201320152016YearValue
11Latest year 2016

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
2016111$1,039,724$222,059$20,187iApproximate average salary by contribution assumption: employee only about $504,680 at 4% or $336,453 at 6%; with 50% employer match about $336,453 at 4% or $224,302 at 6%; with 100% employer match about $252,340 at 4% or $168,227 at 6%.
Robertson & Marchetti PC. 401(K) Plan-11$1,039,724$222,059$20,187iApproximate average salary by contribution assumption: employee only about $504,680 at 4% or $336,453 at 6%; with 50% employer match about $336,453 at 4% or $224,302 at 6%; with 100% employer match about $252,340 at 4% or $168,227 at 6%.
2015110$744,001$162,351$16,235iApproximate average salary by contribution assumption: employee only about $405,878 at 4% or $270,585 at 6%; with 50% employer match about $270,585 at 4% or $180,390 at 6%; with 100% employer match about $202,939 at 4% or $135,293 at 6%.
Robertson & Marchetti PC. 401(K) Plan-10$744,001$162,351$16,235iApproximate average salary by contribution assumption: employee only about $405,878 at 4% or $270,585 at 6%; with 50% employer match about $270,585 at 4% or $180,390 at 6%; with 100% employer match about $202,939 at 4% or $135,293 at 6%.
2014110$638,724$169,609$16,961iApproximate average salary by contribution assumption: employee only about $424,023 at 4% or $282,682 at 6%; with 50% employer match about $282,682 at 4% or $188,454 at 6%; with 100% employer match about $212,011 at 4% or $141,341 at 6%.
Robertson & Marchetti PC. 401(K) Plan-10$638,724$169,609$16,961iApproximate average salary by contribution assumption: employee only about $424,023 at 4% or $282,682 at 6%; with 50% employer match about $282,682 at 4% or $188,454 at 6%; with 100% employer match about $212,011 at 4% or $141,341 at 6%.
2013110$444,820$402,999$40,300iApproximate average salary by contribution assumption: employee only about $1,007,498 at 4% or $671,665 at 6%; with 50% employer match about $671,665 at 4% or $447,777 at 6%; with 100% employer match about $503,749 at 4% or $335,833 at 6%.
Robertson & Marchetti PC. 401(K) Plan-10$444,820$402,999$40,300iApproximate average salary by contribution assumption: employee only about $1,007,498 at 4% or $671,665 at 6%; with 50% employer match about $671,665 at 4% or $447,777 at 6%; with 100% employer match about $503,749 at 4% or $335,833 at 6%.