Civic Intelligence

George W. Robertson, Cfp

Plan context: George W. Robertson, Cfp 401K Plan

EIN 91-1512030 • Issaquah, WA • 18 filings • 1 plans

1275 12th Ave. NWSuite 1BIssaquah, WA 98027-8993
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$1,055,129

2025 Contributions

$51,703

Historical Graphs

Total Assets Over Time

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

$1,055,129$527,565$0200820172025YearValue
$1,055,129Latest year 2025

Participants Over Time

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

320200720172025YearValue
1Latest year 2025

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
202511$1,055,129$51,703$51,703iApproximate average salary by contribution assumption: employee only about $1,292,575 at 4% or $861,717 at 6%; with 50% employer match about $861,717 at 4% or $574,478 at 6%; with 100% employer match about $646,288 at 4% or $430,858 at 6%.
George W. Robertson, Cfp 401K Plan-1$1,055,129$51,703$51,703iApproximate average salary by contribution assumption: employee only about $1,292,575 at 4% or $861,717 at 6%; with 50% employer match about $861,717 at 4% or $574,478 at 6%; with 100% employer match about $646,288 at 4% or $430,858 at 6%.
202412$933,065$46,978$23,489iApproximate average salary by contribution assumption: employee only about $587,225 at 4% or $391,483 at 6%; with 50% employer match about $391,483 at 4% or $260,989 at 6%; with 100% employer match about $293,613 at 4% or $195,742 at 6%.
George W. Robertson, Cfp 401K Plan-2$933,065$46,978$23,489iApproximate average salary by contribution assumption: employee only about $587,225 at 4% or $391,483 at 6%; with 50% employer match about $391,483 at 4% or $260,989 at 6%; with 100% employer match about $293,613 at 4% or $195,742 at 6%.
202312$752,725$40,724$20,362iApproximate average salary by contribution assumption: employee only about $509,050 at 4% or $339,367 at 6%; with 50% employer match about $339,367 at 4% or $226,244 at 6%; with 100% employer match about $254,525 at 4% or $169,683 at 6%.
George W. Robertson, Cfp 401K Plan-2$752,725$40,724$20,362iApproximate average salary by contribution assumption: employee only about $509,050 at 4% or $339,367 at 6%; with 50% employer match about $339,367 at 4% or $226,244 at 6%; with 100% employer match about $254,525 at 4% or $169,683 at 6%.
202212$584,921$48,256$24,128iApproximate average salary by contribution assumption: employee only about $603,200 at 4% or $402,133 at 6%; with 50% employer match about $402,133 at 4% or $268,089 at 6%; with 100% employer match about $301,600 at 4% or $201,067 at 6%.
George W. Robertson, Cfp 401K Plan-2$584,921$48,256$24,128iApproximate average salary by contribution assumption: employee only about $603,200 at 4% or $402,133 at 6%; with 50% employer match about $402,133 at 4% or $268,089 at 6%; with 100% employer match about $301,600 at 4% or $201,067 at 6%.
202112$732,950$45,903$22,952iApproximate average salary by contribution assumption: employee only about $573,788 at 4% or $382,525 at 6%; with 50% employer match about $382,525 at 4% or $255,017 at 6%; with 100% employer match about $286,894 at 4% or $191,263 at 6%.
George W. Robertson, Cfp 401K Plan-2$732,950$45,903$22,952iApproximate average salary by contribution assumption: employee only about $573,788 at 4% or $382,525 at 6%; with 50% employer match about $382,525 at 4% or $255,017 at 6%; with 100% employer match about $286,894 at 4% or $191,263 at 6%.
202012$594,442$38,208$19,104iApproximate average salary by contribution assumption: employee only about $477,600 at 4% or $318,400 at 6%; with 50% employer match about $318,400 at 4% or $212,267 at 6%; with 100% employer match about $238,800 at 4% or $159,200 at 6%.
George W. Robertson, Cfp 401K Plan-2$594,442$38,208$19,104iApproximate average salary by contribution assumption: employee only about $477,600 at 4% or $318,400 at 6%; with 50% employer match about $318,400 at 4% or $212,267 at 6%; with 100% employer match about $238,800 at 4% or $159,200 at 6%.
201913$482,711$33,888$11,296iApproximate average salary by contribution assumption: employee only about $282,400 at 4% or $188,267 at 6%; with 50% employer match about $188,267 at 4% or $125,511 at 6%; with 100% employer match about $141,200 at 4% or $94,133 at 6%.
George W. Robertson, Cfp 401K Plan-3$482,711$33,888$11,296iApproximate average salary by contribution assumption: employee only about $282,400 at 4% or $188,267 at 6%; with 50% employer match about $188,267 at 4% or $125,511 at 6%; with 100% employer match about $141,200 at 4% or $94,133 at 6%.
201813$362,558$33,987$11,329iApproximate average salary by contribution assumption: employee only about $283,225 at 4% or $188,817 at 6%; with 50% employer match about $188,817 at 4% or $125,878 at 6%; with 100% employer match about $141,613 at 4% or $94,408 at 6%.
George W. Robertson, Cfp 401K Plan-3$362,558$33,987$11,329iApproximate average salary by contribution assumption: employee only about $283,225 at 4% or $188,817 at 6%; with 50% employer match about $188,817 at 4% or $125,878 at 6%; with 100% employer match about $141,613 at 4% or $94,408 at 6%.
201712$361,576$33,544$16,772iApproximate average salary by contribution assumption: employee only about $419,300 at 4% or $279,533 at 6%; with 50% employer match about $279,533 at 4% or $186,356 at 6%; with 100% employer match about $209,650 at 4% or $139,767 at 6%.
George W. Robertson, Cfp 401K Plan-2$361,576$33,544$16,772iApproximate average salary by contribution assumption: employee only about $419,300 at 4% or $279,533 at 6%; with 50% employer match about $279,533 at 4% or $186,356 at 6%; with 100% employer match about $209,650 at 4% or $139,767 at 6%.
201612$272,320$35,703$17,852iApproximate average salary by contribution assumption: employee only about $446,288 at 4% or $297,525 at 6%; with 50% employer match about $297,525 at 4% or $198,350 at 6%; with 100% employer match about $223,144 at 4% or $148,763 at 6%.
George W. Robertson, Cfp 401K Plan-2$272,320$35,703$17,852iApproximate average salary by contribution assumption: employee only about $446,288 at 4% or $297,525 at 6%; with 50% employer match about $297,525 at 4% or $198,350 at 6%; with 100% employer match about $223,144 at 4% or $148,763 at 6%.
201512$206,235$36,282$18,141iApproximate average salary by contribution assumption: employee only about $453,525 at 4% or $302,350 at 6%; with 50% employer match about $302,350 at 4% or $201,567 at 6%; with 100% employer match about $226,763 at 4% or $151,175 at 6%.
George W. Robertson, Cfp 401K Plan-2$206,235$36,282$18,141iApproximate average salary by contribution assumption: employee only about $453,525 at 4% or $302,350 at 6%; with 50% employer match about $302,350 at 4% or $201,567 at 6%; with 100% employer match about $226,763 at 4% or $151,175 at 6%.
201412$169,944$16,993$8,497iApproximate average salary by contribution assumption: employee only about $212,413 at 4% or $141,608 at 6%; with 50% employer match about $141,608 at 4% or $94,406 at 6%; with 100% employer match about $106,206 at 4% or $70,804 at 6%.
George W. Robertson, Cfp 401K Plan-2$169,944$16,993$8,497iApproximate average salary by contribution assumption: employee only about $212,413 at 4% or $141,608 at 6%; with 50% employer match about $141,608 at 4% or $94,406 at 6%; with 100% employer match about $106,206 at 4% or $70,804 at 6%.
201312$149,149$12,070$6,035iApproximate average salary by contribution assumption: employee only about $150,875 at 4% or $100,583 at 6%; with 50% employer match about $100,583 at 4% or $67,056 at 6%; with 100% employer match about $75,438 at 4% or $50,292 at 6%.
George W. Robertson, Cfp 401K Plan-2$149,149$12,070$6,035iApproximate average salary by contribution assumption: employee only about $150,875 at 4% or $100,583 at 6%; with 50% employer match about $100,583 at 4% or $67,056 at 6%; with 100% employer match about $75,438 at 4% or $50,292 at 6%.
201212$107,450$11,246$5,623iApproximate average salary by contribution assumption: employee only about $140,575 at 4% or $93,717 at 6%; with 50% employer match about $93,717 at 4% or $62,478 at 6%; with 100% employer match about $70,288 at 4% or $46,858 at 6%.
George W. Robertson, Cfp 401K Plan-2$107,450$11,246$5,623iApproximate average salary by contribution assumption: employee only about $140,575 at 4% or $93,717 at 6%; with 50% employer match about $93,717 at 4% or $62,478 at 6%; with 100% employer match about $70,288 at 4% or $46,858 at 6%.
201011$80,671$6,195$6,195iApproximate average salary by contribution assumption: employee only about $154,875 at 4% or $103,250 at 6%; with 50% employer match about $103,250 at 4% or $68,833 at 6%; with 100% employer match about $77,438 at 4% or $51,625 at 6%.
George W. Robertson, Cfp 401K Plan-1$80,671$6,195$6,195iApproximate average salary by contribution assumption: employee only about $154,875 at 4% or $103,250 at 6%; with 50% employer match about $103,250 at 4% or $68,833 at 6%; with 100% employer match about $77,438 at 4% or $51,625 at 6%.
200911$67,706$4,600$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
George W. Robertson, Cfp 401K Plan-1$67,706$4,600$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
200812$49,176$14,674$7,337iApproximate average salary by contribution assumption: employee only about $183,425 at 4% or $122,283 at 6%; with 50% employer match about $122,283 at 4% or $81,522 at 6%; with 100% employer match about $91,713 at 4% or $61,142 at 6%.
George W. Robertson, Cfp 401K Plan-2$49,176$14,674$7,337iApproximate average salary by contribution assumption: employee only about $183,425 at 4% or $122,283 at 6%; with 50% employer match about $122,283 at 4% or $81,522 at 6%; with 100% employer match about $91,713 at 4% or $61,142 at 6%.
200712$0$0-
George W. Robertson, Cfp 401K Plan-2---