Civic Intelligence

Mack, Roberts & Co., L.L.C.

Plan context: Mack, Roberts & Co., L.L.C. 401K Plan

EIN 93-0609686 • Portland, OR • 19 filings • 2 plans

1211 SW Fifth St., Ste 2300Portland, OR 97204
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$17,065

2021 Contributions

$246,738

Historical Graphs

Total Assets Over Time

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

$6,687,970$3,343,985$0200320122020YearValue
$17,065Latest year 2020

Participants Over Time

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

33170200320122020YearValue
6Latest 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-
Mack, Roberts & Co., L.L.C. 401K Plan-0$0--
202016$17,065$0-
Mack, Roberts & Co., L.L.C. 401K Plan-6$17,065$0-
201919$228,286$0-
Mack, Roberts & Co., L.L.C. 401K Plan-9$228,286--
2018117$1,154,305$0-
Mack, Roberts & Co., L.L.C. 401K Plan-17$1,154,305--
2017128$6,687,970$0-
Mack, Roberts & Co., L.L.C. 401K Plan-28$6,687,970--
2016131$5,993,255$246,738$7,959iApproximate average salary by contribution assumption: employee only about $198,982 at 4% or $132,655 at 6%; with 50% employer match about $132,655 at 4% or $88,437 at 6%; with 100% employer match about $99,491 at 4% or $66,327 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-31$5,993,255$246,738$7,959iApproximate average salary by contribution assumption: employee only about $198,982 at 4% or $132,655 at 6%; with 50% employer match about $132,655 at 4% or $88,437 at 6%; with 100% employer match about $99,491 at 4% or $66,327 at 6%.
2015128$5,445,077$318,974$11,392iApproximate average salary by contribution assumption: employee only about $284,798 at 4% or $189,865 at 6%; with 50% employer match about $189,865 at 4% or $126,577 at 6%; with 100% employer match about $142,399 at 4% or $94,933 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-28$5,445,077$318,974$11,392iApproximate average salary by contribution assumption: employee only about $284,798 at 4% or $189,865 at 6%; with 50% employer match about $189,865 at 4% or $126,577 at 6%; with 100% employer match about $142,399 at 4% or $94,933 at 6%.
2014130$5,096,718$280,004$9,333iApproximate average salary by contribution assumption: employee only about $233,337 at 4% or $155,558 at 6%; with 50% employer match about $155,558 at 4% or $103,705 at 6%; with 100% employer match about $116,668 at 4% or $77,779 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-30$5,096,718$280,004$9,333iApproximate average salary by contribution assumption: employee only about $233,337 at 4% or $155,558 at 6%; with 50% employer match about $155,558 at 4% or $103,705 at 6%; with 100% employer match about $116,668 at 4% or $77,779 at 6%.
2013128$4,370,512$267,199$9,543iApproximate average salary by contribution assumption: employee only about $238,571 at 4% or $159,047 at 6%; with 50% employer match about $159,047 at 4% or $106,031 at 6%; with 100% employer match about $119,285 at 4% or $79,524 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-28$4,370,512$267,199$9,543iApproximate average salary by contribution assumption: employee only about $238,571 at 4% or $159,047 at 6%; with 50% employer match about $159,047 at 4% or $106,031 at 6%; with 100% employer match about $119,285 at 4% or $79,524 at 6%.
2012128$3,481,250$241,736$8,633iApproximate average salary by contribution assumption: employee only about $215,836 at 4% or $143,890 at 6%; with 50% employer match about $143,890 at 4% or $95,927 at 6%; with 100% employer match about $107,918 at 4% or $71,945 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-28$3,481,250$241,736$8,633iApproximate average salary by contribution assumption: employee only about $215,836 at 4% or $143,890 at 6%; with 50% employer match about $143,890 at 4% or $95,927 at 6%; with 100% employer match about $107,918 at 4% or $71,945 at 6%.
2011133$3,035,562$246,781$7,478iApproximate average salary by contribution assumption: employee only about $186,955 at 4% or $124,637 at 6%; with 50% employer match about $124,637 at 4% or $83,091 at 6%; with 100% employer match about $93,478 at 4% or $62,318 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-33$3,035,562$246,781$7,478iApproximate average salary by contribution assumption: employee only about $186,955 at 4% or $124,637 at 6%; with 50% employer match about $124,637 at 4% or $83,091 at 6%; with 100% employer match about $93,478 at 4% or $62,318 at 6%.
2010131$2,805,128$243,719$7,862iApproximate average salary by contribution assumption: employee only about $196,548 at 4% or $131,032 at 6%; with 50% employer match about $131,032 at 4% or $87,354 at 6%; with 100% employer match about $98,274 at 4% or $65,516 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-31$2,805,128$243,719$7,862iApproximate average salary by contribution assumption: employee only about $196,548 at 4% or $131,032 at 6%; with 50% employer match about $131,032 at 4% or $87,354 at 6%; with 100% employer match about $98,274 at 4% or $65,516 at 6%.
2009128$2,374,507$261,059$9,324iApproximate average salary by contribution assumption: employee only about $233,088 at 4% or $155,392 at 6%; with 50% employer match about $155,392 at 4% or $103,595 at 6%; with 100% employer match about $116,544 at 4% or $77,696 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-28$2,374,507$261,059$9,324iApproximate average salary by contribution assumption: employee only about $233,088 at 4% or $155,392 at 6%; with 50% employer match about $155,392 at 4% or $103,595 at 6%; with 100% employer match about $116,544 at 4% or $77,696 at 6%.
2008123$1,776,954$251,886$10,952iApproximate average salary by contribution assumption: employee only about $273,789 at 4% or $182,526 at 6%; with 50% employer match about $182,526 at 4% or $121,684 at 6%; with 100% employer match about $136,895 at 4% or $91,263 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-23$1,776,954$251,886$10,952iApproximate average salary by contribution assumption: employee only about $273,789 at 4% or $182,526 at 6%; with 50% employer match about $182,526 at 4% or $121,684 at 6%; with 100% employer match about $136,895 at 4% or $91,263 at 6%.
2007124$0$0-
Mack, Roberts & Co., L.L.C. 401K Plan-24---
2006122$1,738,026$151,425$6,883iApproximate average salary by contribution assumption: employee only about $172,074 at 4% or $114,716 at 6%; with 50% employer match about $114,716 at 4% or $76,477 at 6%; with 100% employer match about $86,037 at 4% or $57,358 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-22$1,738,026$151,425$6,883iApproximate average salary by contribution assumption: employee only about $172,074 at 4% or $114,716 at 6%; with 50% employer match about $114,716 at 4% or $76,477 at 6%; with 100% employer match about $86,037 at 4% or $57,358 at 6%.
2005120$1,446,721$143,265$7,163iApproximate average salary by contribution assumption: employee only about $179,081 at 4% or $119,388 at 6%; with 50% employer match about $119,388 at 4% or $79,592 at 6%; with 100% employer match about $89,541 at 4% or $59,694 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-20$1,446,721$143,265$7,163iApproximate average salary by contribution assumption: employee only about $179,081 at 4% or $119,388 at 6%; with 50% employer match about $119,388 at 4% or $79,592 at 6%; with 100% employer match about $89,541 at 4% or $59,694 at 6%.
2004122$1,224,720$125,760$5,716iApproximate average salary by contribution assumption: employee only about $142,909 at 4% or $95,273 at 6%; with 50% employer match about $95,273 at 4% or $63,515 at 6%; with 100% employer match about $71,455 at 4% or $47,636 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-22$1,224,720$125,760$5,716iApproximate average salary by contribution assumption: employee only about $142,909 at 4% or $95,273 at 6%; with 50% employer match about $95,273 at 4% or $63,515 at 6%; with 100% employer match about $71,455 at 4% or $47,636 at 6%.
2003120$1,018,351$99,315$4,966iApproximate average salary by contribution assumption: employee only about $124,144 at 4% or $82,763 at 6%; with 50% employer match about $82,763 at 4% or $55,175 at 6%; with 100% employer match about $62,072 at 4% or $41,381 at 6%.
Mack, Roberts & Co., L.L.C. 401K Plan-20$1,018,351$99,315$4,966iApproximate average salary by contribution assumption: employee only about $124,144 at 4% or $82,763 at 6%; with 50% employer match about $82,763 at 4% or $55,175 at 6%; with 100% employer match about $62,072 at 4% or $41,381 at 6%.