The Roberts Foundation
Plan context: The Roberts Foundation 401K Savings Plan
EIN 94-2967074 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$490,225
2003 Contributions
$127,259
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 1 | $490,225 | $127,259 | $127,259iApproximate average salary by contribution assumption: employee only about $3,181,475 at 4% or $2,120,983 at 6%; with 50% employer match about $2,120,983 at 4% or $1,413,989 at 6%; with 100% employer match about $1,590,738 at 4% or $1,060,492 at 6%. |
| The Roberts Foundation 401K Savings Plan | - | 1 | $490,225 | $127,259 | $127,259iApproximate average salary by contribution assumption: employee only about $3,181,475 at 4% or $2,120,983 at 6%; with 50% employer match about $2,120,983 at 4% or $1,413,989 at 6%; with 100% employer match about $1,590,738 at 4% or $1,060,492 at 6%. |
| 2002 | 1 | 6 | $294,373 | $115,334 | $19,222iApproximate average salary by contribution assumption: employee only about $480,558 at 4% or $320,372 at 6%; with 50% employer match about $320,372 at 4% or $213,581 at 6%; with 100% employer match about $240,279 at 4% or $160,186 at 6%. |
| The Roberts Foundation 401K Savings Plan | - | 6 | $294,373 | $115,334 | $19,222iApproximate average salary by contribution assumption: employee only about $480,558 at 4% or $320,372 at 6%; with 50% employer match about $320,372 at 4% or $213,581 at 6%; with 100% employer match about $240,279 at 4% or $160,186 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| The Roberts Foundation 401K Savings Plan | - | 9 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| The Roberts Foundation 401K Savings Plan | - | 6 | - | - | - |
| 1999 | 1 | 5 | $88,579 | $46,792 | $9,358iApproximate average salary by contribution assumption: employee only about $233,960 at 4% or $155,973 at 6%; with 50% employer match about $155,973 at 4% or $103,982 at 6%; with 100% employer match about $116,980 at 4% or $77,987 at 6%. |
| The Roberts Foundation 401K Savings Plan | - | 5 | $88,579 | $46,792 | $9,358iApproximate average salary by contribution assumption: employee only about $233,960 at 4% or $155,973 at 6%; with 50% employer match about $155,973 at 4% or $103,982 at 6%; with 100% employer match about $116,980 at 4% or $77,987 at 6%. |