Civic Intelligence

Gerald S Rdberts

Plan context: Gerald S Roberts Profit-Sharing Plan

EIN 94-2365796 • San Francisco, CA • 29 filings • 9 plans

42 Santa PaulaSan Francisco, CA 94127
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$2,629,119

2022 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$2,757,554$1,378,777$0199920122021YearValue
$2,629,119Latest year 2021

Participants Over Time

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

530199920112021YearValue
5Latest year 2021

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
202210$0$0-
Gerald S Roberts Profit-Sharing Plan-0$0$0-
202115$2,629,119$0-
Gerald S Roberts Profit-Sharing Plan-5$2,629,119$0-
202015$2,585,059$0-
Gerald S Roberts Profit-Sharing Plan-5$2,585,059$0-
201915$2,600,369$0-
Gerald S Roberts Profit-Sharing Plan-5$2,600,369$0-
201815$2,513,335$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Gerald S Roberts Profit-Sharing Plan-5$2,513,335$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
201715$2,661,405$0-
Gerald S Roberts Profit-Sharing Plan-5$2,661,405$0-
201615$2,633,074$0-
Gerald S Roberts Profit-Sharing Plan-5$2,633,074$0-
201515$2,552,641$0-
Gerald S Roberts Profit-Sharing Plan-5$2,552,641$0-
201415$2,642,130$0-
Gerald S Roberts Profit-Sharing Plan-5$2,642,130$0-
201315$2,665,170$0-
Gerald S Roberts Profit-Sharing Plan-5$2,665,170$0-
201214$2,757,554$0-
Gerald S Roberts Profit-Sharing Plan-4$2,757,554$0-
201114$2,712,825$0-
Gerald S Roberts Profit-Sharing Plan-4$2,712,825$0-
201015$2,654,413$0-
Gerald S Roberts Profit-Sharing Plan-5$2,654,413$0-
200925$2,684,463$0-
Gerald S Roberts Profit-Sharing Plan-5$2,684,463$0-
Gerald S Roberts Profit-Sharing Plan-----
200813$0$0-
Gerald S Roberts Profit-Sharing Plan-3---
200613$2,754,336$58,086$19,362iApproximate average salary by contribution assumption: employee only about $484,050 at 4% or $322,700 at 6%; with 50% employer match about $322,700 at 4% or $215,133 at 6%; with 100% employer match about $242,025 at 4% or $161,350 at 6%.
Gerald S Roberts Profit-Sharing Plan-3$2,754,336$58,086$19,362iApproximate average salary by contribution assumption: employee only about $484,050 at 4% or $322,700 at 6%; with 50% employer match about $322,700 at 4% or $215,133 at 6%; with 100% employer match about $242,025 at 4% or $161,350 at 6%.
200513$2,536,680$54,424$18,141iApproximate average salary by contribution assumption: employee only about $453,533 at 4% or $302,356 at 6%; with 50% employer match about $302,356 at 4% or $201,570 at 6%; with 100% employer match about $226,767 at 4% or $151,178 at 6%.
Gerald S Roberts Profit-Sharing Plan-3$2,536,680$54,424$18,141iApproximate average salary by contribution assumption: employee only about $453,533 at 4% or $302,356 at 6%; with 50% employer match about $302,356 at 4% or $201,570 at 6%; with 100% employer match about $226,767 at 4% or $151,178 at 6%.
200412$2,365,060$42,440$21,220iApproximate average salary by contribution assumption: employee only about $530,500 at 4% or $353,667 at 6%; with 50% employer match about $353,667 at 4% or $235,778 at 6%; with 100% employer match about $265,250 at 4% or $176,833 at 6%.
Gerald S Roberts Profit-Sharing Plan-2$2,365,060$42,440$21,220iApproximate average salary by contribution assumption: employee only about $530,500 at 4% or $353,667 at 6%; with 50% employer match about $353,667 at 4% or $235,778 at 6%; with 100% employer match about $265,250 at 4% or $176,833 at 6%.
200322$2,156,338$1,440,410$720,205iApproximate average salary by contribution assumption: employee only about $18,005,125 at 4% or $12,003,417 at 6%; with 50% employer match about $12,003,417 at 4% or $8,002,278 at 6%; with 100% employer match about $9,002,563 at 4% or $6,001,708 at 6%.
Gerald S Roberts Profit-Sharing Plan-2$2,156,338$1,440,410$720,205iApproximate average salary by contribution assumption: employee only about $18,005,125 at 4% or $12,003,417 at 6%; with 50% employer match about $12,003,417 at 4% or $8,002,278 at 6%; with 100% employer match about $9,002,563 at 4% or $6,001,708 at 6%.
Gerald S Roberts Money Purchase Pension Plan-0---
200222$1,921,892$39,461$19,731iApproximate average salary by contribution assumption: employee only about $493,263 at 4% or $328,842 at 6%; with 50% employer match about $328,842 at 4% or $219,228 at 6%; with 100% employer match about $246,631 at 4% or $164,421 at 6%.
Gerald S Roberts Money Purchase Pension Plan-2$1,272,893$28,780$14,390iApproximate average salary by contribution assumption: employee only about $359,750 at 4% or $239,833 at 6%; with 50% employer match about $239,833 at 4% or $159,889 at 6%; with 100% employer match about $179,875 at 4% or $119,917 at 6%.
Gerald S Roberts Profit-Sharing Plan-2$648,999$10,681$5,341iApproximate average salary by contribution assumption: employee only about $133,513 at 4% or $89,008 at 6%; with 50% employer match about $89,008 at 4% or $59,339 at 6%; with 100% employer match about $66,756 at 4% or $44,504 at 6%.
200123$0$0-
Gerald S Roberts Money Purchase Pension Plan-3---
Gerald S Roberts Profit-Sharing Plan-3---
200022$1,303,012$21,550$10,775iApproximate average salary by contribution assumption: employee only about $269,375 at 4% or $179,583 at 6%; with 50% employer match about $179,583 at 4% or $119,722 at 6%; with 100% employer match about $134,688 at 4% or $89,792 at 6%.
Gerald S Roberts Money Purchase Pension Plan-2$1,303,012$21,550$10,775iApproximate average salary by contribution assumption: employee only about $269,375 at 4% or $179,583 at 6%; with 50% employer match about $179,583 at 4% or $119,722 at 6%; with 100% employer match about $134,688 at 4% or $89,792 at 6%.
Gerald S Roberts Profit-Sharing Plan-2---
199923$1,897,011$44,969$14,990iApproximate average salary by contribution assumption: employee only about $374,742 at 4% or $249,828 at 6%; with 50% employer match about $249,828 at 4% or $166,552 at 6%; with 100% employer match about $187,371 at 4% or $124,914 at 6%.
Gerald S Roberts Money Purchase Pension Plan-3$1,239,926$23,117$7,706iApproximate average salary by contribution assumption: employee only about $192,642 at 4% or $128,428 at 6%; with 50% employer match about $128,428 at 4% or $85,619 at 6%; with 100% employer match about $96,321 at 4% or $64,214 at 6%.
Gerald S Roberts Profit-Sharing Plan-3$657,085$21,852$7,284iApproximate average salary by contribution assumption: employee only about $182,100 at 4% or $121,400 at 6%; with 50% employer match about $121,400 at 4% or $80,933 at 6%; with 100% employer match about $91,050 at 4% or $60,700 at 6%.