First Financial Resources
Plan context: Richard G. Roberts, Clu Associates Inc.
EIN 94-2368607 • 1 filings • 1 plans
Current Snapshot
Latest Year
1999
1999 Participants
2
1999 Assets
$915,530
1999 Contributions
$29,400
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 |
|---|---|---|---|---|---|
| 1999 | 1 | 2 | $915,530 | $29,400 | $14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%. |
| Richard G. Roberts, Clu Associates Inc. | - | 2 | $915,530 | $29,400 | $14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%. |