Civic Intelligence

Robertson Maintenance

Plan context: Robertson Renovations Profit Sharing 401K Plan

EIN 94-2620639 • Santa Cruz, CA • 12 filings • 3 plans

815 Almar Ave Unit 1Santa Cruz, CA 95060
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$80,481

2009 Contributions

$249

Historical Graphs

Total Assets Over Time

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

$127,951$63,976$0199920042008YearValue
$80,481Latest year 2008

Participants Over Time

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

1050199920042008YearValue
2Latest year 2008

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
200910$0$249-
Robertson Renovations Profit Sharing 401K Plan-0$0$249-
200812$80,481$1,059$530iApproximate average salary by contribution assumption: employee only about $13,238 at 4% or $8,825 at 6%; with 50% employer match about $8,825 at 4% or $5,883 at 6%; with 100% employer match about $6,619 at 4% or $4,413 at 6%.
Robertson Renovations Profit Sharing 401K Plan-2$80,481$1,059$530iApproximate average salary by contribution assumption: employee only about $13,238 at 4% or $8,825 at 6%; with 50% employer match about $8,825 at 4% or $5,883 at 6%; with 100% employer match about $6,619 at 4% or $4,413 at 6%.
200714$0$0-
Robertson Renovations Profit Sharing 401K Plan-4---
200624$127,951$2,524$631iApproximate average salary by contribution assumption: employee only about $15,775 at 4% or $10,517 at 6%; with 50% employer match about $10,517 at 4% or $7,011 at 6%; with 100% employer match about $7,888 at 4% or $5,258 at 6%.
Robertson Renovations Profit Sharing 401K Plan-4$125,307$1,262$316iApproximate average salary by contribution assumption: employee only about $7,888 at 4% or $5,258 at 6%; with 50% employer match about $5,258 at 4% or $3,506 at 6%; with 100% employer match about $3,944 at 4% or $2,629 at 6%.
Robertson Renovations Profit Sharing 401K Plan-3$2,644$1,262$421iApproximate average salary by contribution assumption: employee only about $10,517 at 4% or $7,011 at 6%; with 50% employer match about $7,011 at 4% or $4,674 at 6%; with 100% employer match about $5,258 at 4% or $3,506 at 6%.
200518$112,104$1,374$172iApproximate average salary by contribution assumption: employee only about $4,294 at 4% or $2,863 at 6%; with 50% employer match about $2,863 at 4% or $1,908 at 6%; with 100% employer match about $2,147 at 4% or $1,431 at 6%.
Robertson Renovations Profit Sharing 401K Plan-8$112,104$1,374$172iApproximate average salary by contribution assumption: employee only about $4,294 at 4% or $2,863 at 6%; with 50% employer match about $2,863 at 4% or $1,908 at 6%; with 100% employer match about $2,147 at 4% or $1,431 at 6%.
200418$103,710$3,600$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
Robertson Renovations Profit Sharing 401K Plan-8$103,710$3,600$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
200318$90,693$3,120$390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%.
Robertson Renovations Profit Sharing 401K Plan-8$90,693$3,120$390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%.
200216$0$0-
Robertson Renovations Profit Sharing 401K Plan-6---
200116$0$0-
Robertson Renovations Profit Sharing 401K Plan-6---
200018$85,027$27,583$3,448iApproximate average salary by contribution assumption: employee only about $86,197 at 4% or $57,465 at 6%; with 50% employer match about $57,465 at 4% or $38,310 at 6%; with 100% employer match about $43,098 at 4% or $28,732 at 6%.
Robertson Renovations Profit Sharing 401K Plan-8$85,027$27,583$3,448iApproximate average salary by contribution assumption: employee only about $86,197 at 4% or $57,465 at 6%; with 50% employer match about $57,465 at 4% or $38,310 at 6%; with 100% employer match about $43,098 at 4% or $28,732 at 6%.
1999110$66,309$27,357$2,736iApproximate average salary by contribution assumption: employee only about $68,393 at 4% or $45,595 at 6%; with 50% employer match about $45,595 at 4% or $30,397 at 6%; with 100% employer match about $34,196 at 4% or $22,798 at 6%.
Robertson Renovations Profit Sharing 401K Plan-10$66,309$27,357$2,736iApproximate average salary by contribution assumption: employee only about $68,393 at 4% or $45,595 at 6%; with 50% employer match about $45,595 at 4% or $30,397 at 6%; with 100% employer match about $34,196 at 4% or $22,798 at 6%.