Roberts, Ludwig, & Roberts PC.
Plan context: Roberts, Ludwig, Roberts PC. 401K Profit Sharing Plan
EIN 86-0694475 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
11
2003 Assets
$512,256
2003 Contributions
$75,888
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Roberts, Ludwig, Roberts PC. 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 11 | $512,256 | $75,888 | $6,899iApproximate average salary by contribution assumption: employee only about $172,473 at 4% or $114,982 at 6%; with 50% employer match about $114,982 at 4% or $76,655 at 6%; with 100% employer match about $86,236 at 4% or $57,491 at 6%. |
| Roberts, Ludwig, Roberts PC. 401K Profit Sharing Plan | - | 11 | $512,256 | $75,888 | $6,899iApproximate average salary by contribution assumption: employee only about $172,473 at 4% or $114,982 at 6%; with 50% employer match about $114,982 at 4% or $76,655 at 6%; with 100% employer match about $86,236 at 4% or $57,491 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Roberts, Ludwig, Roberts PC. 401K Profit Sharing Plan | - | 14 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Roberts, Ludwig, Roberts PC. 401K Profit Sharing Plan | - | 10 | - | - | - |
| 1999 | 1 | 9 | $508,297 | $64,569 | $7,174iApproximate average salary by contribution assumption: employee only about $179,358 at 4% or $119,572 at 6%; with 50% employer match about $119,572 at 4% or $79,715 at 6%; with 100% employer match about $89,679 at 4% or $59,786 at 6%. |
| Roberts, Ludwig, Roberts PC. 401K Profit Sharing Plan | - | 9 | $508,297 | $64,569 | $7,174iApproximate average salary by contribution assumption: employee only about $179,358 at 4% or $119,572 at 6%; with 50% employer match about $119,572 at 4% or $79,715 at 6%; with 100% employer match about $89,679 at 4% or $59,786 at 6%. |