Civic Intelligence

Roberts Kaplan LLP

Plan context: Roberts Kaplan LLP. a 401(K) Profit Sharing Plan

EIN 91-1874591 • Portland, OR • 14 filings • 6 plans

601 SW 2nd StSuite 1800Portland, OR 97204
Current Snapshot

Latest Year

2011

2011 Participants

32

2011 Assets

$7,783,957

2011 Contributions

$415,876

Historical Graphs

Total Assets Over Time

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

$7,783,957$3,891,979$0200120052010YearValue
$7,783,957Latest year 2010

Participants Over Time

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

57290200120072010YearValue
32Latest year 2010

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
201110$0$415,876-
Roberts Kaplan LLP. a 401(K) Profit Sharing Plan-0-$415,876-
2010132$7,783,957$692,491$21,640iApproximate average salary by contribution assumption: employee only about $541,009 at 4% or $360,672 at 6%; with 50% employer match about $360,672 at 4% or $240,448 at 6%; with 100% employer match about $270,504 at 4% or $180,336 at 6%.
Roberts Kaplan LLP. a 401(K) Profit Sharing Plan-32$7,783,957$692,491$21,640iApproximate average salary by contribution assumption: employee only about $541,009 at 4% or $360,672 at 6%; with 50% employer match about $360,672 at 4% or $240,448 at 6%; with 100% employer match about $270,504 at 4% or $180,336 at 6%.
2009150$6,525,853$785,193$15,704iApproximate average salary by contribution assumption: employee only about $392,597 at 4% or $261,731 at 6%; with 50% employer match about $261,731 at 4% or $174,487 at 6%; with 100% employer match about $196,298 at 4% or $130,866 at 6%.
Roberts Kaplan LLP. a 401(K) Profit Sharing Plan-50$6,525,853$785,193$15,704iApproximate average salary by contribution assumption: employee only about $392,597 at 4% or $261,731 at 6%; with 50% employer match about $261,731 at 4% or $174,487 at 6%; with 100% employer match about $196,298 at 4% or $130,866 at 6%.
2008157$5,592,446$778,790$13,663iApproximate average salary by contribution assumption: employee only about $341,575 at 4% or $227,716 at 6%; with 50% employer match about $227,716 at 4% or $151,811 at 6%; with 100% employer match about $170,787 at 4% or $113,858 at 6%.
Roberts Kaplan LLP. a 401(K) Profit Sharing Plan-57$5,592,446$778,790$13,663iApproximate average salary by contribution assumption: employee only about $341,575 at 4% or $227,716 at 6%; with 50% employer match about $227,716 at 4% or $151,811 at 6%; with 100% employer match about $170,787 at 4% or $113,858 at 6%.
2007155$0$0-
Roberts Kaplan LLP. a 401(K) Profit Sharing Plan-55---
200610$0$0-
S. Gledhill Profit Sharing Plan-0---
200520$65,232$0-
S. Gledhill Profit Sharing Plan-0$65,232--
J. KAPLAN PROFIT SHARING PLAN-0---
200421$89,029$45,187$45,187iApproximate average salary by contribution assumption: employee only about $1,129,675 at 4% or $753,117 at 6%; with 50% employer match about $753,117 at 4% or $502,078 at 6%; with 100% employer match about $564,838 at 4% or $376,558 at 6%.
S. Gledhill Profit Sharing Plan-1$63,842$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
J. KAPLAN PROFIT SHARING PLAN-1$25,187$25,187$25,187iApproximate average salary by contribution assumption: employee only about $629,675 at 4% or $419,783 at 6%; with 50% employer match about $419,783 at 4% or $279,856 at 6%; with 100% employer match about $314,838 at 4% or $209,892 at 6%.
2003252$4,402,986$407,605$7,839iApproximate average salary by contribution assumption: employee only about $195,964 at 4% or $130,643 at 6%; with 50% employer match about $130,643 at 4% or $87,095 at 6%; with 100% employer match about $97,982 at 4% or $65,321 at 6%.
Roberts Kaplan LLP. a 401(K) Profit Sharing Plan-52$4,362,117$386,605$7,435iApproximate average salary by contribution assumption: employee only about $185,868 at 4% or $123,912 at 6%; with 50% employer match about $123,912 at 4% or $82,608 at 6%; with 100% employer match about $92,934 at 4% or $61,956 at 6%.
S. Gledhill Profit Sharing Plan-1$40,869$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200211$0$0-
S. Gledhill Profit Sharing Plan-1---
200111$4,700$4,700$4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%.
S. Gledhill Profit Sharing Plan-1$4,700$4,700$4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%.