Roger Roberts & Associates Inc.
Plan context: Roger Roberts & Associates Inc. Age Weighted Psp
EIN 84-1507306 • 8 filings • 2 plans
Current Snapshot
Latest Year
2006
2006 Participants
3
2006 Assets
$213,782
2006 Contributions
$16,000
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 0 | - | - | - |
| 2005 | 1 | 3 | $213,782 | $0 | - |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 3 | $213,782 | - | - |
| 2004 | 1 | 3 | $196,575 | $0 | - |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 3 | $196,575 | - | - |
| 2003 | 1 | 3 | $175,362 | $0 | - |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 3 | $175,362 | - | - |
| 2002 | 1 | 3 | $134,284 | $0 | - |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 3 | $134,284 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 3 | - | - | - |
| 2000 | 1 | 3 | $172,523 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 3 | $172,523 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| 1999 | 1 | 3 | $169,148 | $18,375 | $6,125iApproximate average salary by contribution assumption: employee only about $153,125 at 4% or $102,083 at 6%; with 50% employer match about $102,083 at 4% or $68,056 at 6%; with 100% employer match about $76,563 at 4% or $51,042 at 6%. |
| Roger Roberts & Associates Inc. Age Weighted Psp | - | 3 | $169,148 | $18,375 | $6,125iApproximate average salary by contribution assumption: employee only about $153,125 at 4% or $102,083 at 6%; with 50% employer match about $102,083 at 4% or $68,056 at 6%; with 100% employer match about $76,563 at 4% or $51,042 at 6%. |