Civic Intelligence

James E. Robertson

Plan context: James E. Robertson Profit Sharing Plan

EIN 94-2383009 • 8 filings • 4 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$60,215

2002 Contributions

$21,233

Historical Graphs

Total Assets Over Time

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

$364,735$182,368$019992000YearValue
$60,215Latest year 2000

Participants Over Time

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

210199920002001YearValue
2Latest year 2001

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
200220$0$21,233-
James E. Robertson Profit Sharing Plan-0-$13,641-
James E. Robertson Money Purchase Plan-0-$7,592-
200122$0$0-
James E. Robertson Profit Sharing Plan-2---
James E. Robertson Money Purchase Plan-2---
200022$60,215$8,213$4,107iApproximate average salary by contribution assumption: employee only about $102,663 at 4% or $68,442 at 6%; with 50% employer match about $68,442 at 4% or $45,628 at 6%; with 100% employer match about $51,331 at 4% or $34,221 at 6%.
James E. Robertson Money Purchase Plan-2$60,215$8,213$4,107iApproximate average salary by contribution assumption: employee only about $102,663 at 4% or $68,442 at 6%; with 50% employer match about $68,442 at 4% or $45,628 at 6%; with 100% employer match about $51,331 at 4% or $34,221 at 6%.
James E. Robertson Profit Sharing Plan-2---
199921$364,735$12,791$12,791iApproximate average salary by contribution assumption: employee only about $319,775 at 4% or $213,183 at 6%; with 50% employer match about $213,183 at 4% or $142,122 at 6%; with 100% employer match about $159,888 at 4% or $106,592 at 6%.
James E. Robertson Profit Sharing Plan-1$274,923$7,674$7,674iApproximate average salary by contribution assumption: employee only about $191,850 at 4% or $127,900 at 6%; with 50% employer match about $127,900 at 4% or $85,267 at 6%; with 100% employer match about $95,925 at 4% or $63,950 at 6%.
James E. Robertson Money Purchase Plan-1$89,812$5,117$5,117iApproximate average salary by contribution assumption: employee only about $127,925 at 4% or $85,283 at 6%; with 50% employer match about $85,283 at 4% or $56,856 at 6%; with 100% employer match about $63,963 at 4% or $42,642 at 6%.