Civic Intelligence

J.A. Robertson Inc.

Plan context: J.A. Robertson Inc. Profit Sharing Plan

EIN 94-2774908 • San Francisco, CA • 15 filings • 2 plans

2166 Hayes StreetSan Francisco, CA 94117
Current Snapshot

Latest Year

2013

2013 Participants

16

2013 Assets

$4,441,964

2013 Contributions

$166,545

Historical Graphs

Total Assets Over Time

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

$4,441,964$2,220,982$0199920062012YearValue
$4,441,964Latest year 2012

Participants Over Time

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

1790199920062012YearValue
16Latest year 2012

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
201310$0$0-
J.A. Robertson Inc. Profit Sharing Plan-0$0$0-
2012116$4,441,964$166,545$10,409iApproximate average salary by contribution assumption: employee only about $260,227 at 4% or $173,484 at 6%; with 50% employer match about $173,484 at 4% or $115,656 at 6%; with 100% employer match about $130,113 at 4% or $86,742 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-16$4,441,964$166,545$10,409iApproximate average salary by contribution assumption: employee only about $260,227 at 4% or $173,484 at 6%; with 50% employer match about $173,484 at 4% or $115,656 at 6%; with 100% employer match about $130,113 at 4% or $86,742 at 6%.
2011117$3,780,732$165,143$9,714iApproximate average salary by contribution assumption: employee only about $242,857 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,952 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-17$3,780,732$165,143$9,714iApproximate average salary by contribution assumption: employee only about $242,857 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,952 at 6%.
2010116$3,571,588$144,372$9,023iApproximate average salary by contribution assumption: employee only about $225,581 at 4% or $150,388 at 6%; with 50% employer match about $150,388 at 4% or $100,258 at 6%; with 100% employer match about $112,791 at 4% or $75,194 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-16$3,571,588$144,372$9,023iApproximate average salary by contribution assumption: employee only about $225,581 at 4% or $150,388 at 6%; with 50% employer match about $150,388 at 4% or $100,258 at 6%; with 100% employer match about $112,791 at 4% or $75,194 at 6%.
2009117$3,031,307$133,992$7,882iApproximate average salary by contribution assumption: employee only about $197,047 at 4% or $131,365 at 6%; with 50% employer match about $131,365 at 4% or $87,576 at 6%; with 100% employer match about $98,524 at 4% or $65,682 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-17$3,031,307$133,992$7,882iApproximate average salary by contribution assumption: employee only about $197,047 at 4% or $131,365 at 6%; with 50% employer match about $131,365 at 4% or $87,576 at 6%; with 100% employer match about $98,524 at 4% or $65,682 at 6%.
2008115$2,374,848$141,046$9,403iApproximate average salary by contribution assumption: employee only about $235,077 at 4% or $156,718 at 6%; with 50% employer match about $156,718 at 4% or $104,479 at 6%; with 100% employer match about $117,538 at 4% or $78,359 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-15$2,374,848$141,046$9,403iApproximate average salary by contribution assumption: employee only about $235,077 at 4% or $156,718 at 6%; with 50% employer match about $156,718 at 4% or $104,479 at 6%; with 100% employer match about $117,538 at 4% or $78,359 at 6%.
2007114$3,074,105$133,818$9,558iApproximate average salary by contribution assumption: employee only about $238,961 at 4% or $159,307 at 6%; with 50% employer match about $159,307 at 4% or $106,205 at 6%; with 100% employer match about $119,480 at 4% or $79,654 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-14$3,074,105$133,818$9,558iApproximate average salary by contribution assumption: employee only about $238,961 at 4% or $159,307 at 6%; with 50% employer match about $159,307 at 4% or $106,205 at 6%; with 100% employer match about $119,480 at 4% or $79,654 at 6%.
2006113$2,726,039$128,879$9,914iApproximate average salary by contribution assumption: employee only about $247,844 at 4% or $165,229 at 6%; with 50% employer match about $165,229 at 4% or $110,153 at 6%; with 100% employer match about $123,922 at 4% or $82,615 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-13$2,726,039$128,879$9,914iApproximate average salary by contribution assumption: employee only about $247,844 at 4% or $165,229 at 6%; with 50% employer match about $165,229 at 4% or $110,153 at 6%; with 100% employer match about $123,922 at 4% or $82,615 at 6%.
2005112$2,272,814$116,706$9,726iApproximate average salary by contribution assumption: employee only about $243,138 at 4% or $162,092 at 6%; with 50% employer match about $162,092 at 4% or $108,061 at 6%; with 100% employer match about $121,569 at 4% or $81,046 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-12$2,272,814$116,706$9,726iApproximate average salary by contribution assumption: employee only about $243,138 at 4% or $162,092 at 6%; with 50% employer match about $162,092 at 4% or $108,061 at 6%; with 100% employer match about $121,569 at 4% or $81,046 at 6%.
2004110$1,970,121$107,826$10,783iApproximate average salary by contribution assumption: employee only about $269,565 at 4% or $179,710 at 6%; with 50% employer match about $179,710 at 4% or $119,807 at 6%; with 100% employer match about $134,783 at 4% or $89,855 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-10$1,970,121$107,826$10,783iApproximate average salary by contribution assumption: employee only about $269,565 at 4% or $179,710 at 6%; with 50% employer match about $179,710 at 4% or $119,807 at 6%; with 100% employer match about $134,783 at 4% or $89,855 at 6%.
2003113$1,719,268$133,166$10,244iApproximate average salary by contribution assumption: employee only about $256,088 at 4% or $170,726 at 6%; with 50% employer match about $170,726 at 4% or $113,817 at 6%; with 100% employer match about $128,044 at 4% or $85,363 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-13$1,719,268$133,166$10,244iApproximate average salary by contribution assumption: employee only about $256,088 at 4% or $170,726 at 6%; with 50% employer match about $170,726 at 4% or $113,817 at 6%; with 100% employer match about $128,044 at 4% or $85,363 at 6%.
2002110$1,232,942$108,253$10,825iApproximate average salary by contribution assumption: employee only about $270,633 at 4% or $180,422 at 6%; with 50% employer match about $180,422 at 4% or $120,281 at 6%; with 100% employer match about $135,316 at 4% or $90,211 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-10$1,232,942$108,253$10,825iApproximate average salary by contribution assumption: employee only about $270,633 at 4% or $180,422 at 6%; with 50% employer match about $180,422 at 4% or $120,281 at 6%; with 100% employer match about $135,316 at 4% or $90,211 at 6%.
2001110$0$0-
J.A. Robertson Inc. Profit Sharing Plan-10---
200017$1,224,725$76,558$10,937iApproximate average salary by contribution assumption: employee only about $273,421 at 4% or $182,281 at 6%; with 50% employer match about $182,281 at 4% or $121,521 at 6%; with 100% employer match about $136,711 at 4% or $91,140 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-7$1,224,725$76,558$10,937iApproximate average salary by contribution assumption: employee only about $273,421 at 4% or $182,281 at 6%; with 50% employer match about $182,281 at 4% or $121,521 at 6%; with 100% employer match about $136,711 at 4% or $91,140 at 6%.
199917$1,163,920$49,524$7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,610 at 6%; with 100% employer match about $88,436 at 4% or $58,957 at 6%.
J.A. Robertson Inc. Profit Sharing Plan-7$1,163,920$49,524$7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,610 at 6%; with 100% employer match about $88,436 at 4% or $58,957 at 6%.