Civic Intelligence

Roberts Motor Company

Plan context: Roberts Motor Company 401(K) Retirement Trust

EIN 93-0266530 • West Linn, OR • 40 filings • 7 plans

PO Box 447West Linn, OR 97068
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$180,429

2016 Contributions

$27,139

Historical Graphs

Total Assets Over Time

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

$5,071,785$2,535,893$0199920082015YearValue
$180,429Latest year 2015

Participants Over Time

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

128640199920072014YearValue
2Latest year 2014

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
201610$0$27,139-
Roberts Motor Company 401(K) Retirement Trust-0$0$27,139-
201520$180,429$39,822-
Roberts Motor Company 401(K) Retirement Trust--$180,429$39,822-
The Roberts Motor Company Retirement Plan-0---
201422$1,444,738$38,412$19,206iApproximate average salary by contribution assumption: employee only about $480,150 at 4% or $320,100 at 6%; with 50% employer match about $320,100 at 4% or $213,400 at 6%; with 100% employer match about $240,075 at 4% or $160,050 at 6%.
The Roberts Motor Company Retirement Plan-1$1,235,941--
Roberts Motor Company 401(K) Retirement Trust-2$208,797$38,412$19,206iApproximate average salary by contribution assumption: employee only about $480,150 at 4% or $320,100 at 6%; with 50% employer match about $320,100 at 4% or $213,400 at 6%; with 100% employer match about $240,075 at 4% or $160,050 at 6%.
201322$1,580,850$857,088$428,544iApproximate average salary by contribution assumption: employee only about $10,713,600 at 4% or $7,142,400 at 6%; with 50% employer match about $7,142,400 at 4% or $4,761,600 at 6%; with 100% employer match about $5,356,800 at 4% or $3,571,200 at 6%.
The Roberts Motor Company Retirement Plan-1$1,434,256$815,000$815,000iApproximate average salary by contribution assumption: employee only about $20,375,000 at 4% or $13,583,333 at 6%; with 50% employer match about $13,583,333 at 4% or $9,055,556 at 6%; with 100% employer match about $10,187,500 at 4% or $6,791,667 at 6%.
The Roberts Motor Company Retirement Plan-2$146,594$42,088$21,044iApproximate average salary by contribution assumption: employee only about $526,100 at 4% or $350,733 at 6%; with 50% employer match about $350,733 at 4% or $233,822 at 6%; with 100% employer match about $263,050 at 4% or $175,367 at 6%.
201223$2,460,901$301,659$100,553iApproximate average salary by contribution assumption: employee only about $2,513,825 at 4% or $1,675,883 at 6%; with 50% employer match about $1,675,883 at 4% or $1,117,256 at 6%; with 100% employer match about $1,256,913 at 4% or $837,942 at 6%.
The Roberts Motor Company Retirement Plan-2$2,313,436$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
The Roberts Motor Company Retirement Plan-3$147,465$51,659$17,220iApproximate average salary by contribution assumption: employee only about $430,492 at 4% or $286,994 at 6%; with 50% employer match about $286,994 at 4% or $191,330 at 6%; with 100% employer match about $215,246 at 4% or $143,497 at 6%.
201123$2,243,392$51,144$17,048iApproximate average salary by contribution assumption: employee only about $426,200 at 4% or $284,133 at 6%; with 50% employer match about $284,133 at 4% or $189,422 at 6%; with 100% employer match about $213,100 at 4% or $142,067 at 6%.
The Roberts Motor Company Retirement Plan-2$2,161,001--
The Roberts Motor Company Retirement Plan-3$82,391$51,144$17,048iApproximate average salary by contribution assumption: employee only about $426,200 at 4% or $284,133 at 6%; with 50% employer match about $284,133 at 4% or $189,422 at 6%; with 100% employer match about $213,100 at 4% or $142,067 at 6%.
201023$2,541,986$30,572$10,191iApproximate average salary by contribution assumption: employee only about $254,767 at 4% or $169,844 at 6%; with 50% employer match about $169,844 at 4% or $113,230 at 6%; with 100% employer match about $127,383 at 4% or $84,922 at 6%.
The Roberts Motor Company Retirement Plan-2$2,509,334--
The Roberts Motor Company Retirement Plan-3$32,652$30,572$10,191iApproximate average salary by contribution assumption: employee only about $254,767 at 4% or $169,844 at 6%; with 50% employer match about $169,844 at 4% or $113,230 at 6%; with 100% employer match about $127,383 at 4% or $84,922 at 6%.
200922$2,456,714$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
The Roberts Motor Company Retirement Plan-2$2,456,714--
Roberts Motor 401K Plan-0$0$1,000-
200823$3,367,062$1,183,760$394,587iApproximate average salary by contribution assumption: employee only about $9,864,667 at 4% or $6,576,444 at 6%; with 50% employer match about $6,576,444 at 4% or $4,384,296 at 6%; with 100% employer match about $4,932,333 at 4% or $3,288,222 at 6%.
The Roberts Motor Company Retirement Plan-2$2,799,643$1,008,046$504,023iApproximate average salary by contribution assumption: employee only about $12,600,575 at 4% or $8,400,383 at 6%; with 50% employer match about $8,400,383 at 4% or $5,600,256 at 6%; with 100% employer match about $6,300,288 at 4% or $4,200,192 at 6%.
Roberts Motor 401K Plan-3$567,419$175,714$58,571iApproximate average salary by contribution assumption: employee only about $1,464,283 at 4% or $976,189 at 6%; with 50% employer match about $976,189 at 4% or $650,793 at 6%; with 100% employer match about $732,142 at 4% or $488,094 at 6%.
20073128$5,071,785$733,346$5,729iApproximate average salary by contribution assumption: employee only about $143,232 at 4% or $95,488 at 6%; with 50% employer match about $95,488 at 4% or $63,659 at 6%; with 100% employer match about $71,616 at 4% or $47,744 at 6%.
The Roberts Motor Company Retirement Plan-112$2,870,681$382,282$3,413iApproximate average salary by contribution assumption: employee only about $85,331 at 4% or $56,887 at 6%; with 50% employer match about $56,887 at 4% or $37,925 at 6%; with 100% employer match about $42,665 at 4% or $28,444 at 6%.
Roberts Motor 401K Plan-128$2,201,104$351,064$2,743iApproximate average salary by contribution assumption: employee only about $68,567 at 4% or $45,711 at 6%; with 50% employer match about $45,711 at 4% or $30,474 at 6%; with 100% employer match about $34,284 at 4% or $22,856 at 6%.
Medical Insurance for Employees of Roberts Motor Company & Subsidiarie S-121---
20063124$4,922,705$688,477$5,552iApproximate average salary by contribution assumption: employee only about $138,806 at 4% or $92,537 at 6%; with 50% employer match about $92,537 at 4% or $61,691 at 6%; with 100% employer match about $69,403 at 4% or $46,269 at 6%.
The Roberts Motor Company Retirement Plan-103$2,854,873$266,172$2,584iApproximate average salary by contribution assumption: employee only about $64,605 at 4% or $43,070 at 6%; with 50% employer match about $43,070 at 4% or $28,713 at 6%; with 100% employer match about $32,302 at 4% or $21,535 at 6%.
Roberts Motor 401K Plan-123$2,067,832$422,305$3,433iApproximate average salary by contribution assumption: employee only about $85,834 at 4% or $57,223 at 6%; with 50% employer match about $57,223 at 4% or $38,149 at 6%; with 100% employer match about $42,917 at 4% or $28,611 at 6%.
Medical Insurance for Employees of Roberts Motor Company & Subsidiarie S-124---
20053123$2,782,716$205,419$1,670iApproximate average salary by contribution assumption: employee only about $41,752 at 4% or $27,835 at 6%; with 50% employer match about $27,835 at 4% or $18,556 at 6%; with 100% employer match about $20,876 at 4% or $13,917 at 6%.
The Roberts Motor Company Retirement Plan-98$2,782,716$205,419$2,096iApproximate average salary by contribution assumption: employee only about $52,403 at 4% or $34,935 at 6%; with 50% employer match about $34,935 at 4% or $23,290 at 6%; with 100% employer match about $26,201 at 4% or $17,468 at 6%.
Roberts Motor 401K Plan-123---
Medical Insurance for Employees of Roberts Motor Company & Subsidiarie S-116---
20043111$4,130,441$462,536$4,167iApproximate average salary by contribution assumption: employee only about $104,175 at 4% or $69,450 at 6%; with 50% employer match about $69,450 at 4% or $46,300 at 6%; with 100% employer match about $52,087 at 4% or $34,725 at 6%.
The Roberts Motor Company Retirement Plan-94$2,657,966$146,040$1,554iApproximate average salary by contribution assumption: employee only about $38,840 at 4% or $25,894 at 6%; with 50% employer match about $25,894 at 4% or $17,262 at 6%; with 100% employer match about $19,420 at 4% or $12,947 at 6%.
Roberts Motor 401K Plan-111$1,472,475$316,496$2,851iApproximate average salary by contribution assumption: employee only about $71,283 at 4% or $47,522 at 6%; with 50% employer match about $47,522 at 4% or $31,681 at 6%; with 100% employer match about $35,641 at 4% or $23,761 at 6%.
Medical Insurance for Employees of Roberts Motor Company & Subsidiarie S-109---
20032103$1,134,489$281,581$2,734iApproximate average salary by contribution assumption: employee only about $68,345 at 4% or $45,563 at 6%; with 50% employer match about $45,563 at 4% or $30,376 at 6%; with 100% employer match about $34,172 at 4% or $22,782 at 6%.
Roberts Motor 401K Plan-103$1,134,489$281,581$2,734iApproximate average salary by contribution assumption: employee only about $68,345 at 4% or $45,563 at 6%; with 50% employer match about $45,563 at 4% or $30,376 at 6%; with 100% employer match about $34,172 at 4% or $22,782 at 6%.
The Roberts Motor Company Retirement Plan-85---
2002294$3,289,787$399,523$4,250iApproximate average salary by contribution assumption: employee only about $106,256 at 4% or $70,837 at 6%; with 50% employer match about $70,837 at 4% or $47,225 at 6%; with 100% employer match about $53,128 at 4% or $35,419 at 6%.
The Roberts Motor Company Retirement Plan-74$2,580,819$128,374$1,735iApproximate average salary by contribution assumption: employee only about $43,370 at 4% or $28,913 at 6%; with 50% employer match about $28,913 at 4% or $19,275 at 6%; with 100% employer match about $21,685 at 4% or $14,457 at 6%.
Roberts Motor 401K Plan-94$708,968$271,149$2,885iApproximate average salary by contribution assumption: employee only about $72,114 at 4% or $48,076 at 6%; with 50% employer match about $48,076 at 4% or $32,051 at 6%; with 100% employer match about $36,057 at 4% or $24,038 at 6%.
2001290$0$0-
Roberts Motor 401K Plan-90---
The Roberts Motor Company Retirement Plan-71---
2000286$3,021,789$430,836$5,010iApproximate average salary by contribution assumption: employee only about $125,243 at 4% or $83,495 at 6%; with 50% employer match about $83,495 at 4% or $55,664 at 6%; with 100% employer match about $62,622 at 4% or $41,748 at 6%.
The Roberts Motor Company Retirement Plan-66$2,651,336$129,031$1,955iApproximate average salary by contribution assumption: employee only about $48,875 at 4% or $32,584 at 6%; with 50% employer match about $32,584 at 4% or $21,722 at 6%; with 100% employer match about $24,438 at 4% or $16,292 at 6%.
Roberts Motor 401K Plan-86$370,453$301,805$3,509iApproximate average salary by contribution assumption: employee only about $87,734 at 4% or $58,489 at 6%; with 50% employer match about $58,489 at 4% or $38,993 at 6%; with 100% employer match about $43,867 at 4% or $29,245 at 6%.
1999381$2,526,363$218,171$2,693iApproximate average salary by contribution assumption: employee only about $67,337 at 4% or $44,891 at 6%; with 50% employer match about $44,891 at 4% or $29,927 at 6%; with 100% employer match about $33,668 at 4% or $22,446 at 6%.
The Roberts Motor Company Retirement Plan-69$2,408,336$114,256$1,656iApproximate average salary by contribution assumption: employee only about $41,397 at 4% or $27,598 at 6%; with 50% employer match about $27,598 at 4% or $18,399 at 6%; with 100% employer match about $20,699 at 4% or $13,799 at 6%.
Roberts Motor 401K Plan-81$118,027$103,915$1,283iApproximate average salary by contribution assumption: employee only about $32,073 at 4% or $21,382 at 6%; with 50% employer match about $21,382 at 4% or $14,254 at 6%; with 100% employer match about $16,036 at 4% or $10,691 at 6%.
Medical Insurance for Employees of Roberts Motor Company & Subsidiarie S-79---