Robert Borders & Associates
Plan context: Robert Borders & Associates Profit Sharing Plan and Trust
EIN 95-3256429 • Costa Mesa, CA • 25 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
9
2023 Assets
$1,306,891
2023 Contributions
$169,940
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 9 | $1,306,891 | $169,940 | $18,882iApproximate average salary by contribution assumption: employee only about $472,056 at 4% or $314,704 at 6%; with 50% employer match about $314,704 at 4% or $209,802 at 6%; with 100% employer match about $236,028 at 4% or $157,352 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 9 | $1,306,891 | $169,940 | $18,882iApproximate average salary by contribution assumption: employee only about $472,056 at 4% or $314,704 at 6%; with 50% employer match about $314,704 at 4% or $209,802 at 6%; with 100% employer match about $236,028 at 4% or $157,352 at 6%. |
| 2022 | 1 | 8 | $1,028,091 | $94,320 | $11,790iApproximate average salary by contribution assumption: employee only about $294,750 at 4% or $196,500 at 6%; with 50% employer match about $196,500 at 4% or $131,000 at 6%; with 100% employer match about $147,375 at 4% or $98,250 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 8 | $1,028,091 | $94,320 | $11,790iApproximate average salary by contribution assumption: employee only about $294,750 at 4% or $196,500 at 6%; with 50% employer match about $196,500 at 4% or $131,000 at 6%; with 100% employer match about $147,375 at 4% or $98,250 at 6%. |
| 2021 | 1 | 8 | $876,075 | $103,520 | $12,940iApproximate average salary by contribution assumption: employee only about $323,500 at 4% or $215,667 at 6%; with 50% employer match about $215,667 at 4% or $143,778 at 6%; with 100% employer match about $161,750 at 4% or $107,833 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 8 | $876,075 | $103,520 | $12,940iApproximate average salary by contribution assumption: employee only about $323,500 at 4% or $215,667 at 6%; with 50% employer match about $215,667 at 4% or $143,778 at 6%; with 100% employer match about $161,750 at 4% or $107,833 at 6%. |
| 2020 | 1 | 8 | $839,360 | $22,370 | $2,796iApproximate average salary by contribution assumption: employee only about $69,906 at 4% or $46,604 at 6%; with 50% employer match about $46,604 at 4% or $31,069 at 6%; with 100% employer match about $34,953 at 4% or $23,302 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 8 | $839,360 | $22,370 | $2,796iApproximate average salary by contribution assumption: employee only about $69,906 at 4% or $46,604 at 6%; with 50% employer match about $46,604 at 4% or $31,069 at 6%; with 100% employer match about $34,953 at 4% or $23,302 at 6%. |
| 2019 | 1 | 8 | $661,936 | $69,620 | $8,703iApproximate average salary by contribution assumption: employee only about $217,563 at 4% or $145,042 at 6%; with 50% employer match about $145,042 at 4% or $96,694 at 6%; with 100% employer match about $108,781 at 4% or $72,521 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 8 | $661,936 | $69,620 | $8,703iApproximate average salary by contribution assumption: employee only about $217,563 at 4% or $145,042 at 6%; with 50% employer match about $145,042 at 4% or $96,694 at 6%; with 100% employer match about $108,781 at 4% or $72,521 at 6%. |
| 2018 | 1 | 8 | $582,772 | $29,360 | $3,670iApproximate average salary by contribution assumption: employee only about $91,750 at 4% or $61,167 at 6%; with 50% employer match about $61,167 at 4% or $40,778 at 6%; with 100% employer match about $45,875 at 4% or $30,583 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 8 | $582,772 | $29,360 | $3,670iApproximate average salary by contribution assumption: employee only about $91,750 at 4% or $61,167 at 6%; with 50% employer match about $61,167 at 4% or $40,778 at 6%; with 100% employer match about $45,875 at 4% or $30,583 at 6%. |
| 2017 | 1 | 9 | $551,126 | $22,100 | $2,456iApproximate average salary by contribution assumption: employee only about $61,389 at 4% or $40,926 at 6%; with 50% employer match about $40,926 at 4% or $27,284 at 6%; with 100% employer match about $30,694 at 4% or $20,463 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 9 | $551,126 | $22,100 | $2,456iApproximate average salary by contribution assumption: employee only about $61,389 at 4% or $40,926 at 6%; with 50% employer match about $40,926 at 4% or $27,284 at 6%; with 100% employer match about $30,694 at 4% or $20,463 at 6%. |
| 2016 | 1 | 9 | $799,385 | $30,625 | $3,403iApproximate average salary by contribution assumption: employee only about $85,069 at 4% or $56,713 at 6%; with 50% employer match about $56,713 at 4% or $37,809 at 6%; with 100% employer match about $42,535 at 4% or $28,356 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 9 | $799,385 | $30,625 | $3,403iApproximate average salary by contribution assumption: employee only about $85,069 at 4% or $56,713 at 6%; with 50% employer match about $56,713 at 4% or $37,809 at 6%; with 100% employer match about $42,535 at 4% or $28,356 at 6%. |
| 2015 | 1 | 9 | $689,988 | $31,010 | $3,446iApproximate average salary by contribution assumption: employee only about $86,139 at 4% or $57,426 at 6%; with 50% employer match about $57,426 at 4% or $38,284 at 6%; with 100% employer match about $43,069 at 4% or $28,713 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 9 | $689,988 | $31,010 | $3,446iApproximate average salary by contribution assumption: employee only about $86,139 at 4% or $57,426 at 6%; with 50% employer match about $57,426 at 4% or $38,284 at 6%; with 100% employer match about $43,069 at 4% or $28,713 at 6%. |
| 2014 | 1 | 9 | $677,677 | $105,360 | $11,707iApproximate average salary by contribution assumption: employee only about $292,667 at 4% or $195,111 at 6%; with 50% employer match about $195,111 at 4% or $130,074 at 6%; with 100% employer match about $146,333 at 4% or $97,556 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 9 | $677,677 | $105,360 | $11,707iApproximate average salary by contribution assumption: employee only about $292,667 at 4% or $195,111 at 6%; with 50% employer match about $195,111 at 4% or $130,074 at 6%; with 100% employer match about $146,333 at 4% or $97,556 at 6%. |
| 2013 | 1 | 10 | $586,420 | $29,660 | $2,966iApproximate average salary by contribution assumption: employee only about $74,150 at 4% or $49,433 at 6%; with 50% employer match about $49,433 at 4% or $32,956 at 6%; with 100% employer match about $37,075 at 4% or $24,717 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 10 | $586,420 | $29,660 | $2,966iApproximate average salary by contribution assumption: employee only about $74,150 at 4% or $49,433 at 6%; with 50% employer match about $49,433 at 4% or $32,956 at 6%; with 100% employer match about $37,075 at 4% or $24,717 at 6%. |
| 2012 | 1 | 11 | $526,694 | $42,760 | $3,887iApproximate average salary by contribution assumption: employee only about $97,182 at 4% or $64,788 at 6%; with 50% employer match about $64,788 at 4% or $43,192 at 6%; with 100% employer match about $48,591 at 4% or $32,394 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 11 | $526,694 | $42,760 | $3,887iApproximate average salary by contribution assumption: employee only about $97,182 at 4% or $64,788 at 6%; with 50% employer match about $64,788 at 4% or $43,192 at 6%; with 100% employer match about $48,591 at 4% or $32,394 at 6%. |
| 2011 | 1 | 13 | $668,545 | $18,184 | $1,399iApproximate average salary by contribution assumption: employee only about $34,969 at 4% or $23,313 at 6%; with 50% employer match about $23,313 at 4% or $15,542 at 6%; with 100% employer match about $17,485 at 4% or $11,656 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 13 | $668,545 | $18,184 | $1,399iApproximate average salary by contribution assumption: employee only about $34,969 at 4% or $23,313 at 6%; with 50% employer match about $23,313 at 4% or $15,542 at 6%; with 100% employer match about $17,485 at 4% or $11,656 at 6%. |
| 2010 | 1 | 13 | $675,402 | $48,595 | $3,738iApproximate average salary by contribution assumption: employee only about $93,452 at 4% or $62,301 at 6%; with 50% employer match about $62,301 at 4% or $41,534 at 6%; with 100% employer match about $46,726 at 4% or $31,151 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 13 | $675,402 | $48,595 | $3,738iApproximate average salary by contribution assumption: employee only about $93,452 at 4% or $62,301 at 6%; with 50% employer match about $62,301 at 4% or $41,534 at 6%; with 100% employer match about $46,726 at 4% or $31,151 at 6%. |
| 2009 | 1 | 15 | $622,944 | $45,964 | $3,064iApproximate average salary by contribution assumption: employee only about $76,607 at 4% or $51,071 at 6%; with 50% employer match about $51,071 at 4% or $34,047 at 6%; with 100% employer match about $38,303 at 4% or $25,536 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 15 | $622,944 | $45,964 | $3,064iApproximate average salary by contribution assumption: employee only about $76,607 at 4% or $51,071 at 6%; with 50% employer match about $51,071 at 4% or $34,047 at 6%; with 100% employer match about $38,303 at 4% or $25,536 at 6%. |
| 2008 | 1 | 15 | $0 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 15 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 13 | - | - | - |
| 2006 | 1 | 13 | $0 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 13 | - | - | - |
| 2005 | 1 | 12 | $271,416 | $54,186 | $4,516iApproximate average salary by contribution assumption: employee only about $112,888 at 4% or $75,258 at 6%; with 50% employer match about $75,258 at 4% or $50,172 at 6%; with 100% employer match about $56,444 at 4% or $37,629 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 12 | $271,416 | $54,186 | $4,516iApproximate average salary by contribution assumption: employee only about $112,888 at 4% or $75,258 at 6%; with 50% employer match about $75,258 at 4% or $50,172 at 6%; with 100% employer match about $56,444 at 4% or $37,629 at 6%. |
| 2004 | 1 | 13 | $290,986 | $54,014 | $4,155iApproximate average salary by contribution assumption: employee only about $103,873 at 4% or $69,249 at 6%; with 50% employer match about $69,249 at 4% or $46,166 at 6%; with 100% employer match about $51,937 at 4% or $34,624 at 6%. |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 13 | $290,986 | $54,014 | $4,155iApproximate average salary by contribution assumption: employee only about $103,873 at 4% or $69,249 at 6%; with 50% employer match about $69,249 at 4% or $46,166 at 6%; with 100% employer match about $51,937 at 4% or $34,624 at 6%. |
| 2003 | 1 | 11 | $0 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 11 | - | - | - |
| 2002 | 1 | 10 | $0 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 10 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 10 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 10 | - | - | - |
| 1999 | 1 | 8 | $228,549 | $0 | - |
| Robert Borders & Associates Profit Sharing Plan and Trust | - | 8 | $228,549 | - | - |