ROBERT L BANKSON
Plan context: ROBERT L BANKSON CPA FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
EIN 95-3977208 • Los Angeles, CA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$3,190,714
2025 Contributions
$74,703
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $3,190,714 | $74,703 | $37,352iApproximate average salary by contribution assumption: employee only about $933,788 at 4% or $622,525 at 6%; with 50% employer match about $622,525 at 4% or $415,017 at 6%; with 100% employer match about $466,894 at 4% or $311,263 at 6%. |
| ROBERT L BANKSON CPA FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST | - | 2 | $3,190,714 | $74,703 | $37,352iApproximate average salary by contribution assumption: employee only about $933,788 at 4% or $622,525 at 6%; with 50% employer match about $622,525 at 4% or $415,017 at 6%; with 100% employer match about $466,894 at 4% or $311,263 at 6%. |
| 2024 | 1 | 2 | $2,873,133 | $73,609 | $36,805iApproximate average salary by contribution assumption: employee only about $920,113 at 4% or $613,408 at 6%; with 50% employer match about $613,408 at 4% or $408,939 at 6%; with 100% employer match about $460,056 at 4% or $306,704 at 6%. |
| ROBERT L BANKSON CPA FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST | - | 2 | $2,873,133 | $73,609 | $36,805iApproximate average salary by contribution assumption: employee only about $920,113 at 4% or $613,408 at 6%; with 50% employer match about $613,408 at 4% or $408,939 at 6%; with 100% employer match about $460,056 at 4% or $306,704 at 6%. |