Civic Intelligence

Ray Roberts & Associates Inc.

Plan context: Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust

EIN 91-2016002 • Lynnwood, WA • 15 filings • 4 plans

2100 196th St SW Ste 108Lynnwood, WA 98036-7000
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,291,052

2021 Contributions

$65,572

Historical Graphs

Total Assets Over Time

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

$1,291,052$645,526$0200720142020YearValue
$1,291,052Latest year 2020

Participants Over Time

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

420200720142020YearValue
4Latest year 2020

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
202110$0$0-
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-0$0$0-
202014$1,291,052$65,572$16,393iApproximate average salary by contribution assumption: employee only about $409,825 at 4% or $273,217 at 6%; with 50% employer match about $273,217 at 4% or $182,144 at 6%; with 100% employer match about $204,913 at 4% or $136,608 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$1,291,052$65,572$16,393iApproximate average salary by contribution assumption: employee only about $409,825 at 4% or $273,217 at 6%; with 50% employer match about $273,217 at 4% or $182,144 at 6%; with 100% employer match about $204,913 at 4% or $136,608 at 6%.
201914$1,071,111$63,266$15,817iApproximate average salary by contribution assumption: employee only about $395,413 at 4% or $263,608 at 6%; with 50% employer match about $263,608 at 4% or $175,739 at 6%; with 100% employer match about $197,706 at 4% or $131,804 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$1,071,111$63,266$15,817iApproximate average salary by contribution assumption: employee only about $395,413 at 4% or $263,608 at 6%; with 50% employer match about $263,608 at 4% or $175,739 at 6%; with 100% employer match about $197,706 at 4% or $131,804 at 6%.
201814$820,618$60,942$15,236iApproximate average salary by contribution assumption: employee only about $380,888 at 4% or $253,925 at 6%; with 50% employer match about $253,925 at 4% or $169,283 at 6%; with 100% employer match about $190,444 at 4% or $126,963 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$820,618$60,942$15,236iApproximate average salary by contribution assumption: employee only about $380,888 at 4% or $253,925 at 6%; with 50% employer match about $253,925 at 4% or $169,283 at 6%; with 100% employer match about $190,444 at 4% or $126,963 at 6%.
201714$761,551$42,419$10,605iApproximate average salary by contribution assumption: employee only about $265,119 at 4% or $176,746 at 6%; with 50% employer match about $176,746 at 4% or $117,831 at 6%; with 100% employer match about $132,559 at 4% or $88,373 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$761,551$42,419$10,605iApproximate average salary by contribution assumption: employee only about $265,119 at 4% or $176,746 at 6%; with 50% employer match about $176,746 at 4% or $117,831 at 6%; with 100% employer match about $132,559 at 4% or $88,373 at 6%.
201614$646,724$26,880$6,720iApproximate average salary by contribution assumption: employee only about $168,000 at 4% or $112,000 at 6%; with 50% employer match about $112,000 at 4% or $74,667 at 6%; with 100% employer match about $84,000 at 4% or $56,000 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$646,724$26,880$6,720iApproximate average salary by contribution assumption: employee only about $168,000 at 4% or $112,000 at 6%; with 50% employer match about $112,000 at 4% or $74,667 at 6%; with 100% employer match about $84,000 at 4% or $56,000 at 6%.
201514$618,945$63,839$15,960iApproximate average salary by contribution assumption: employee only about $398,994 at 4% or $265,996 at 6%; with 50% employer match about $265,996 at 4% or $177,331 at 6%; with 100% employer match about $199,497 at 4% or $132,998 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$618,945$63,839$15,960iApproximate average salary by contribution assumption: employee only about $398,994 at 4% or $265,996 at 6%; with 50% employer match about $265,996 at 4% or $177,331 at 6%; with 100% employer match about $199,497 at 4% or $132,998 at 6%.
201414$552,424$63,090$15,773iApproximate average salary by contribution assumption: employee only about $394,313 at 4% or $262,875 at 6%; with 50% employer match about $262,875 at 4% or $175,250 at 6%; with 100% employer match about $197,156 at 4% or $131,438 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$552,424$63,090$15,773iApproximate average salary by contribution assumption: employee only about $394,313 at 4% or $262,875 at 6%; with 50% employer match about $262,875 at 4% or $175,250 at 6%; with 100% employer match about $197,156 at 4% or $131,438 at 6%.
201314$451,651$62,552$15,638iApproximate average salary by contribution assumption: employee only about $390,950 at 4% or $260,633 at 6%; with 50% employer match about $260,633 at 4% or $173,756 at 6%; with 100% employer match about $195,475 at 4% or $130,317 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$451,651$62,552$15,638iApproximate average salary by contribution assumption: employee only about $390,950 at 4% or $260,633 at 6%; with 50% employer match about $260,633 at 4% or $173,756 at 6%; with 100% employer match about $195,475 at 4% or $130,317 at 6%.
201214$323,461$49,455$12,364iApproximate average salary by contribution assumption: employee only about $309,094 at 4% or $206,063 at 6%; with 50% employer match about $206,063 at 4% or $137,375 at 6%; with 100% employer match about $154,547 at 4% or $103,031 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$323,461$49,455$12,364iApproximate average salary by contribution assumption: employee only about $309,094 at 4% or $206,063 at 6%; with 50% employer match about $206,063 at 4% or $137,375 at 6%; with 100% employer match about $154,547 at 4% or $103,031 at 6%.
201114$240,669$48,334$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$240,669$48,334$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
201014$190,073$48,295$12,074iApproximate average salary by contribution assumption: employee only about $301,844 at 4% or $201,229 at 6%; with 50% employer match about $201,229 at 4% or $134,153 at 6%; with 100% employer match about $150,922 at 4% or $100,615 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$190,073$48,295$12,074iApproximate average salary by contribution assumption: employee only about $301,844 at 4% or $201,229 at 6%; with 50% employer match about $201,229 at 4% or $134,153 at 6%; with 100% employer match about $150,922 at 4% or $100,615 at 6%.
200914$131,644$48,418$12,105iApproximate average salary by contribution assumption: employee only about $302,613 at 4% or $201,742 at 6%; with 50% employer match about $201,742 at 4% or $134,494 at 6%; with 100% employer match about $151,306 at 4% or $100,871 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$131,644$48,418$12,105iApproximate average salary by contribution assumption: employee only about $302,613 at 4% or $201,742 at 6%; with 50% employer match about $201,742 at 4% or $134,494 at 6%; with 100% employer match about $151,306 at 4% or $100,871 at 6%.
200814$66,097$44,804$11,201iApproximate average salary by contribution assumption: employee only about $280,025 at 4% or $186,683 at 6%; with 50% employer match about $186,683 at 4% or $124,456 at 6%; with 100% employer match about $140,013 at 4% or $93,342 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$66,097$44,804$11,201iApproximate average salary by contribution assumption: employee only about $280,025 at 4% or $186,683 at 6%; with 50% employer match about $186,683 at 4% or $124,456 at 6%; with 100% employer match about $140,013 at 4% or $93,342 at 6%.
200714$27,842$27,842$6,961iApproximate average salary by contribution assumption: employee only about $174,013 at 4% or $116,008 at 6%; with 50% employer match about $116,008 at 4% or $77,339 at 6%; with 100% employer match about $87,006 at 4% or $58,004 at 6%.
Ray Roberts & Associates Inc. 401(K) Retirement Savings Plan & Trust-4$27,842$27,842$6,961iApproximate average salary by contribution assumption: employee only about $174,013 at 4% or $116,008 at 6%; with 50% employer match about $116,008 at 4% or $77,339 at 6%; with 100% employer match about $87,006 at 4% or $58,004 at 6%.