Jerome E. Robertson
Plan context: Jerome E. Robertson a Sole Proprietorship
EIN 94-1705642 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$1,334,565
2003 Contributions
$200,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 1 | $1,334,565 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Jerome E. Robertson a Sole Proprietorship | - | 1 | $1,334,565 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| 2002 | 1 | 1 | $748,981 | $18,900 | $18,900iApproximate average salary by contribution assumption: employee only about $472,500 at 4% or $315,000 at 6%; with 50% employer match about $315,000 at 4% or $210,000 at 6%; with 100% employer match about $236,250 at 4% or $157,500 at 6%. |
| Jerome E. Robertson a Sole Proprietorship | - | 1 | $748,981 | $18,900 | $18,900iApproximate average salary by contribution assumption: employee only about $472,500 at 4% or $315,000 at 6%; with 50% employer match about $315,000 at 4% or $210,000 at 6%; with 100% employer match about $236,250 at 4% or $157,500 at 6%. |
| 2001 | 1 | 2 | $1,747,601 | $32,278 | $16,139iApproximate average salary by contribution assumption: employee only about $403,475 at 4% or $268,983 at 6%; with 50% employer match about $268,983 at 4% or $179,322 at 6%; with 100% employer match about $201,738 at 4% or $134,492 at 6%. |
| Jerome E. Robertson a Sole Proprietorship | - | 2 | $1,747,601 | $32,278 | $16,139iApproximate average salary by contribution assumption: employee only about $403,475 at 4% or $268,983 at 6%; with 50% employer match about $268,983 at 4% or $179,322 at 6%; with 100% employer match about $201,738 at 4% or $134,492 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Jerome E. Robertson a Sole Proprietorship | - | 0 | - | - | - |
| 1999 | 1 | 3 | $2,038,800 | $0 | - |
| Jerome E. Robertson a Sole Proprietorship | - | 3 | $2,038,800 | - | - |