Hugh B. Roberts
Plan context: Hugh B. Roberts Employees' Profit Sharing Plan and Trust
EIN 95-4114466 • Woodland Hills, CA • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,771,065
2024 Contributions
$23,030
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,771,065 | $23,030 | $7,677iApproximate average salary by contribution assumption: employee only about $191,917 at 4% or $127,944 at 6%; with 50% employer match about $127,944 at 4% or $85,296 at 6%; with 100% employer match about $95,958 at 4% or $63,972 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 3 | $1,771,065 | $23,030 | $7,677iApproximate average salary by contribution assumption: employee only about $191,917 at 4% or $127,944 at 6%; with 50% employer match about $127,944 at 4% or $85,296 at 6%; with 100% employer match about $95,958 at 4% or $63,972 at 6%. |
| 2023 | 1 | 3 | $1,616,411 | $0 | - |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 3 | $1,616,411 | $0 | - |
| 2022 | 1 | 3 | $1,474,508 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 3 | $1,474,508 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2021 | 1 | 3 | $1,832,088 | $79,500 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 3 | $1,832,088 | $79,500 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| 2020 | 1 | 3 | $2,428,606 | $78,500 | $26,167iApproximate average salary by contribution assumption: employee only about $654,167 at 4% or $436,111 at 6%; with 50% employer match about $436,111 at 4% or $290,741 at 6%; with 100% employer match about $327,083 at 4% or $218,056 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 3 | $2,428,606 | $78,500 | $26,167iApproximate average salary by contribution assumption: employee only about $654,167 at 4% or $436,111 at 6%; with 50% employer match about $436,111 at 4% or $290,741 at 6%; with 100% employer match about $327,083 at 4% or $218,056 at 6%. |
| 2019 | 1 | 3 | $2,137,980 | $77,000 | $25,667iApproximate average salary by contribution assumption: employee only about $641,667 at 4% or $427,778 at 6%; with 50% employer match about $427,778 at 4% or $285,185 at 6%; with 100% employer match about $320,833 at 4% or $213,889 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 3 | $2,137,980 | $77,000 | $25,667iApproximate average salary by contribution assumption: employee only about $641,667 at 4% or $427,778 at 6%; with 50% employer match about $427,778 at 4% or $285,185 at 6%; with 100% employer match about $320,833 at 4% or $213,889 at 6%. |
| 2018 | 1 | 3 | $1,830,141 | $86,000 | $28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 3 | $1,830,141 | $86,000 | $28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%. |
| 2017 | 1 | 2 | $2,060,419 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $2,060,419 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2016 | 1 | 2 | $1,763,767 | $124,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $1,763,767 | $124,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| 2015 | 1 | 2 | $1,563,682 | $69,300 | $34,650iApproximate average salary by contribution assumption: employee only about $866,250 at 4% or $577,500 at 6%; with 50% employer match about $577,500 at 4% or $385,000 at 6%; with 100% employer match about $433,125 at 4% or $288,750 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $1,563,682 | $69,300 | $34,650iApproximate average salary by contribution assumption: employee only about $866,250 at 4% or $577,500 at 6%; with 50% employer match about $577,500 at 4% or $385,000 at 6%; with 100% employer match about $433,125 at 4% or $288,750 at 6%. |
| 2014 | 1 | 2 | $1,516,958 | $62,500 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $1,516,958 | $62,500 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| 2013 | 1 | 2 | $1,349,591 | $109,500 | $54,750iApproximate average salary by contribution assumption: employee only about $1,368,750 at 4% or $912,500 at 6%; with 50% employer match about $912,500 at 4% or $608,333 at 6%; with 100% employer match about $684,375 at 4% or $456,250 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $1,349,591 | $109,500 | $54,750iApproximate average salary by contribution assumption: employee only about $1,368,750 at 4% or $912,500 at 6%; with 50% employer match about $912,500 at 4% or $608,333 at 6%; with 100% employer match about $684,375 at 4% or $456,250 at 6%. |
| 2012 | 1 | 2 | $1,009,436 | $33,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $1,009,436 | $33,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| 2011 | 1 | 2 | $865,779 | $34,200 | $17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $865,779 | $34,200 | $17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%. |
| 2010 | 1 | 2 | $835,347 | $107,700 | $53,850iApproximate average salary by contribution assumption: employee only about $1,346,250 at 4% or $897,500 at 6%; with 50% employer match about $897,500 at 4% or $598,333 at 6%; with 100% employer match about $673,125 at 4% or $448,750 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $835,347 | $107,700 | $53,850iApproximate average salary by contribution assumption: employee only about $1,346,250 at 4% or $897,500 at 6%; with 50% employer match about $897,500 at 4% or $598,333 at 6%; with 100% employer match about $673,125 at 4% or $448,750 at 6%. |
| 2009 | 1 | 2 | $639,327 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $639,327 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| 2008 | 1 | 2 | $483,811 | $54,300 | $27,150iApproximate average salary by contribution assumption: employee only about $678,750 at 4% or $452,500 at 6%; with 50% employer match about $452,500 at 4% or $301,667 at 6%; with 100% employer match about $339,375 at 4% or $226,250 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $483,811 | $54,300 | $27,150iApproximate average salary by contribution assumption: employee only about $678,750 at 4% or $452,500 at 6%; with 50% employer match about $452,500 at 4% or $301,667 at 6%; with 100% employer match about $339,375 at 4% or $226,250 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $577,729 | $44,150 | $22,075iApproximate average salary by contribution assumption: employee only about $551,875 at 4% or $367,917 at 6%; with 50% employer match about $367,917 at 4% or $245,278 at 6%; with 100% employer match about $275,938 at 4% or $183,958 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $577,729 | $44,150 | $22,075iApproximate average salary by contribution assumption: employee only about $551,875 at 4% or $367,917 at 6%; with 50% employer match about $367,917 at 4% or $245,278 at 6%; with 100% employer match about $275,938 at 4% or $183,958 at 6%. |
| 2005 | 1 | 2 | $462,277 | $43,517 | $21,759iApproximate average salary by contribution assumption: employee only about $543,963 at 4% or $362,642 at 6%; with 50% employer match about $362,642 at 4% or $241,761 at 6%; with 100% employer match about $271,981 at 4% or $181,321 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $462,277 | $43,517 | $21,759iApproximate average salary by contribution assumption: employee only about $543,963 at 4% or $362,642 at 6%; with 50% employer match about $362,642 at 4% or $241,761 at 6%; with 100% employer match about $271,981 at 4% or $181,321 at 6%. |
| 2004 | 1 | 2 | $380,240 | $84,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Hugh B. Roberts Employees' Profit Sharing Plan and Trust | - | 2 | $380,240 | $84,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |