Civic Intelligence

Cooper Roberts Research Inc.

Plan context: Cooper Roberts Research Retirement Plan

EIN 94-3132040 • Sonoma, CA • 9 filings • 1 plans

617 Broadway, Ste 1280Sonoma, CA 95476
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$935,814

2023 Contributions

$88,559

Historical Graphs

Total Assets Over Time

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

$946,877$473,439$0201520192022YearValue
$935,814Latest year 2022

Participants Over Time

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

420201520192022YearValue
3Latest year 2022

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
202310$0$88,559-
Cooper Roberts Research Retirement Plan-0$0$88,559-
202213$935,814$134,709$44,903iApproximate average salary by contribution assumption: employee only about $1,122,575 at 4% or $748,383 at 6%; with 50% employer match about $748,383 at 4% or $498,922 at 6%; with 100% employer match about $561,288 at 4% or $374,192 at 6%.
Cooper Roberts Research Retirement Plan-3$935,814$134,709$44,903iApproximate average salary by contribution assumption: employee only about $1,122,575 at 4% or $748,383 at 6%; with 50% employer match about $748,383 at 4% or $498,922 at 6%; with 100% employer match about $561,288 at 4% or $374,192 at 6%.
202114$946,877$122,621$30,655iApproximate average salary by contribution assumption: employee only about $766,381 at 4% or $510,921 at 6%; with 50% employer match about $510,921 at 4% or $340,614 at 6%; with 100% employer match about $383,191 at 4% or $255,460 at 6%.
Cooper Roberts Research Retirement Plan-4$946,877$122,621$30,655iApproximate average salary by contribution assumption: employee only about $766,381 at 4% or $510,921 at 6%; with 50% employer match about $510,921 at 4% or $340,614 at 6%; with 100% employer match about $383,191 at 4% or $255,460 at 6%.
202014$736,326$111,446$27,862iApproximate average salary by contribution assumption: employee only about $696,538 at 4% or $464,358 at 6%; with 50% employer match about $464,358 at 4% or $309,572 at 6%; with 100% employer match about $348,269 at 4% or $232,179 at 6%.
Cooper Roberts Research Retirement Plan-4$736,326$111,446$27,862iApproximate average salary by contribution assumption: employee only about $696,538 at 4% or $464,358 at 6%; with 50% employer match about $464,358 at 4% or $309,572 at 6%; with 100% employer match about $348,269 at 4% or $232,179 at 6%.
201914$535,740$100,458$25,115iApproximate average salary by contribution assumption: employee only about $627,863 at 4% or $418,575 at 6%; with 50% employer match about $418,575 at 4% or $279,050 at 6%; with 100% employer match about $313,931 at 4% or $209,288 at 6%.
Cooper Roberts Research Retirement Plan-4$535,740$100,458$25,115iApproximate average salary by contribution assumption: employee only about $627,863 at 4% or $418,575 at 6%; with 50% employer match about $418,575 at 4% or $279,050 at 6%; with 100% employer match about $313,931 at 4% or $209,288 at 6%.
201813$385,303$89,738$29,913iApproximate average salary by contribution assumption: employee only about $747,817 at 4% or $498,544 at 6%; with 50% employer match about $498,544 at 4% or $332,363 at 6%; with 100% employer match about $373,908 at 4% or $249,272 at 6%.
Cooper Roberts Research Retirement Plan-3$385,303$89,738$29,913iApproximate average salary by contribution assumption: employee only about $747,817 at 4% or $498,544 at 6%; with 50% employer match about $498,544 at 4% or $332,363 at 6%; with 100% employer match about $373,908 at 4% or $249,272 at 6%.
201714$315,410$92,027$23,007iApproximate average salary by contribution assumption: employee only about $575,169 at 4% or $383,446 at 6%; with 50% employer match about $383,446 at 4% or $255,631 at 6%; with 100% employer match about $287,584 at 4% or $191,723 at 6%.
Cooper Roberts Research Retirement Plan-4$315,410$92,027$23,007iApproximate average salary by contribution assumption: employee only about $575,169 at 4% or $383,446 at 6%; with 50% employer match about $383,446 at 4% or $255,631 at 6%; with 100% employer match about $287,584 at 4% or $191,723 at 6%.
201614$186,950$88,187$22,047iApproximate average salary by contribution assumption: employee only about $551,169 at 4% or $367,446 at 6%; with 50% employer match about $367,446 at 4% or $244,964 at 6%; with 100% employer match about $275,584 at 4% or $183,723 at 6%.
Cooper Roberts Research Retirement Plan-4$186,950$88,187$22,047iApproximate average salary by contribution assumption: employee only about $551,169 at 4% or $367,446 at 6%; with 50% employer match about $367,446 at 4% or $244,964 at 6%; with 100% employer match about $275,584 at 4% or $183,723 at 6%.
201514$86,042$88,013$22,003iApproximate average salary by contribution assumption: employee only about $550,081 at 4% or $366,721 at 6%; with 50% employer match about $366,721 at 4% or $244,481 at 6%; with 100% employer match about $275,041 at 4% or $183,360 at 6%.
Cooper Roberts Research Retirement Plan-4$86,042$88,013$22,003iApproximate average salary by contribution assumption: employee only about $550,081 at 4% or $366,721 at 6%; with 50% employer match about $366,721 at 4% or $244,481 at 6%; with 100% employer match about $275,041 at 4% or $183,360 at 6%.