Civic Intelligence

Robert R. Roberts Memorial Foundati

Plan context: ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN

EIN 94-6128990 • Redding, CA • 20 filings • 4 plans

6588 Lucerne CourtRedding, CA 96001-5052
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$412,209

2017 Contributions

$1,666

Historical Graphs

Total Assets Over Time

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

$468,629$234,315$0199920092016YearValue
$412,209Latest year 2016

Participants Over Time

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

210199920082016YearValue
1Latest year 2016

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
201710$0$1,666-
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-0$0$1,666-
201611$412,209$17,825$17,825iApproximate average salary by contribution assumption: employee only about $445,625 at 4% or $297,083 at 6%; with 50% employer match about $297,083 at 4% or $198,056 at 6%; with 100% employer match about $222,813 at 4% or $148,542 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$412,209$17,825$17,825iApproximate average salary by contribution assumption: employee only about $445,625 at 4% or $297,083 at 6%; with 50% employer match about $297,083 at 4% or $198,056 at 6%; with 100% employer match about $222,813 at 4% or $148,542 at 6%.
201511$393,555$19,819$19,819iApproximate average salary by contribution assumption: employee only about $495,475 at 4% or $330,317 at 6%; with 50% employer match about $330,317 at 4% or $220,211 at 6%; with 100% employer match about $247,738 at 4% or $165,158 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$393,555$19,819$19,819iApproximate average salary by contribution assumption: employee only about $495,475 at 4% or $330,317 at 6%; with 50% employer match about $330,317 at 4% or $220,211 at 6%; with 100% employer match about $247,738 at 4% or $165,158 at 6%.
201411$459,470$12,994$12,994iApproximate average salary by contribution assumption: employee only about $324,850 at 4% or $216,567 at 6%; with 50% employer match about $216,567 at 4% or $144,378 at 6%; with 100% employer match about $162,425 at 4% or $108,283 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$459,470$12,994$12,994iApproximate average salary by contribution assumption: employee only about $324,850 at 4% or $216,567 at 6%; with 50% employer match about $216,567 at 4% or $144,378 at 6%; with 100% employer match about $162,425 at 4% or $108,283 at 6%.
201311$468,629$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$468,629$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201211$429,072$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$429,072$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201111$353,919$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$353,919$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201011$338,395$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$338,395$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200911$264,612$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$264,612$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200821$190,036$190,036$190,036iApproximate average salary by contribution assumption: employee only about $4,750,900 at 4% or $3,167,267 at 6%; with 50% employer match about $3,167,267 at 4% or $2,111,511 at 6%; with 100% employer match about $2,375,450 at 4% or $1,583,633 at 6%.
ROBERT R ROBERTS MEMORIAL FOUNDATION DEFINED BENEFIT PENSION PLAN-1$190,036$190,036$190,036iApproximate average salary by contribution assumption: employee only about $4,750,900 at 4% or $3,167,267 at 6%; with 50% employer match about $3,167,267 at 4% or $2,111,511 at 6%; with 100% employer match about $2,375,450 at 4% or $1,583,633 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-0---
200711$0$0-
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-1---
200611$242,043$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-1$242,043$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
200511$178,719$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-1$178,719$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
200411$138,004$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-1$138,004$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
200311$106,032$19,406$19,406iApproximate average salary by contribution assumption: employee only about $485,150 at 4% or $323,433 at 6%; with 50% employer match about $323,433 at 4% or $215,622 at 6%; with 100% employer match about $242,575 at 4% or $161,717 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-1$106,032$19,406$19,406iApproximate average salary by contribution assumption: employee only about $485,150 at 4% or $323,433 at 6%; with 50% employer match about $323,433 at 4% or $215,622 at 6%; with 100% employer match about $242,575 at 4% or $161,717 at 6%.
200212$91,943$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-2$91,943$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
200112$0$0-
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-2---
200012$51,993$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-2$51,993$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
199912$44,344$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Robert R. Roberts Memorial Foundation Money Purchase Pension Plan-2$44,344$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.