Civic Intelligence

Robertson Management Inc.

Plan context: Robertson Management Inc. 401(K) Profit Sharing Plan

EIN 92-0337805 • 4 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$5,303

2025 Contributions

$306,364

Historical Graphs

Total Assets Over Time

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

$306,343$153,172$0202220232024YearValue
$5,303Latest year 2024

Participants Over Time

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

210202220232024YearValue
2Latest year 2024

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
202510$0$0-
Robertson Management Inc. 401(K) Profit Sharing Plan-0---
202412$5,303$0-
Robertson Management Inc. 401(K) Profit Sharing Plan-2$5,303--
202312$255,103$0-
Robertson Management Inc. 401(K) Profit Sharing Plan-2$255,103--
202212$306,343$306,364$153,182iApproximate average salary by contribution assumption: employee only about $3,829,550 at 4% or $2,553,033 at 6%; with 50% employer match about $2,553,033 at 4% or $1,702,022 at 6%; with 100% employer match about $1,914,775 at 4% or $1,276,517 at 6%.
Robertson Management Inc. 401(K) Profit Sharing Plan-2$306,343$306,364$153,182iApproximate average salary by contribution assumption: employee only about $3,829,550 at 4% or $2,553,033 at 6%; with 50% employer match about $2,553,033 at 4% or $1,702,022 at 6%; with 100% employer match about $1,914,775 at 4% or $1,276,517 at 6%.
Robertson Management Inc. | EIN 92-0337805 | 2025 Form 5500 Company Profile