Civic Intelligence

Robertson and Vick LLP

Plan context: Robertson and Vick LLP 401(K) Profit Sharing Plan

EIN 95-4754358 • Westlake Village, CA • 38 filings • 8 plans

32121 Lindero Canyon RoadSuite 200Westlake Village, CA 91361
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,207,002

2024 Contributions

$190,764

Historical Graphs

Total Assets Over Time

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

$9,823,215$4,911,608$0200120132024YearValue
$5,207,002Latest year 2024

Participants Over Time

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

33170200120132024YearValue
12Latest year 2024

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
2024212$5,207,002$190,764$15,897iApproximate average salary by contribution assumption: employee only about $397,425 at 4% or $264,950 at 6%; with 50% employer match about $264,950 at 4% or $176,633 at 6%; with 100% employer match about $198,713 at 4% or $132,475 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-12$5,207,002$190,764$15,897iApproximate average salary by contribution assumption: employee only about $397,425 at 4% or $264,950 at 6%; with 50% employer match about $264,950 at 4% or $176,633 at 6%; with 100% employer match about $198,713 at 4% or $132,475 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-0$0$0-
2023213$9,823,215$674,826$51,910iApproximate average salary by contribution assumption: employee only about $1,297,742 at 4% or $865,162 at 6%; with 50% employer match about $865,162 at 4% or $576,774 at 6%; with 100% employer match about $648,871 at 4% or $432,581 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-6$5,315,570$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-13$4,507,645$174,826$13,448iApproximate average salary by contribution assumption: employee only about $336,204 at 4% or $224,136 at 6%; with 50% employer match about $224,136 at 4% or $149,424 at 6%; with 100% employer match about $168,102 at 4% or $112,068 at 6%.
2022215$9,182,211$1,824,516$121,634iApproximate average salary by contribution assumption: employee only about $3,040,860 at 4% or $2,027,240 at 6%; with 50% employer match about $2,027,240 at 4% or $1,351,493 at 6%; with 100% employer match about $1,520,430 at 4% or $1,013,620 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-6$4,608,578$1,642,023$273,671iApproximate average salary by contribution assumption: employee only about $6,841,763 at 4% or $4,561,175 at 6%; with 50% employer match about $4,561,175 at 4% or $3,040,783 at 6%; with 100% employer match about $3,420,881 at 4% or $2,280,588 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-15$4,573,633$182,493$12,166iApproximate average salary by contribution assumption: employee only about $304,155 at 4% or $202,770 at 6%; with 50% employer match about $202,770 at 4% or $135,180 at 6%; with 100% employer match about $152,078 at 4% or $101,385 at 6%.
2021215$8,575,389$1,690,650$112,710iApproximate average salary by contribution assumption: employee only about $2,817,750 at 4% or $1,878,500 at 6%; with 50% employer match about $1,878,500 at 4% or $1,252,333 at 6%; with 100% employer match about $1,408,875 at 4% or $939,250 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-15$5,175,884$166,359$11,091iApproximate average salary by contribution assumption: employee only about $277,265 at 4% or $184,843 at 6%; with 50% employer match about $184,843 at 4% or $123,229 at 6%; with 100% employer match about $138,633 at 4% or $92,422 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-4$3,399,505$1,524,291$381,073iApproximate average salary by contribution assumption: employee only about $9,526,819 at 4% or $6,351,213 at 6%; with 50% employer match about $6,351,213 at 4% or $4,234,142 at 6%; with 100% employer match about $4,763,409 at 4% or $3,175,606 at 6%.
2020215$6,223,559$1,158,441$77,229iApproximate average salary by contribution assumption: employee only about $1,930,735 at 4% or $1,287,157 at 6%; with 50% employer match about $1,287,157 at 4% or $858,104 at 6%; with 100% employer match about $965,367 at 4% or $643,578 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-15$4,392,260$135,410$9,027iApproximate average salary by contribution assumption: employee only about $225,683 at 4% or $150,456 at 6%; with 50% employer match about $150,456 at 4% or $100,304 at 6%; with 100% employer match about $112,842 at 4% or $75,228 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-4$1,831,299$1,023,031$255,758iApproximate average salary by contribution assumption: employee only about $6,393,944 at 4% or $4,262,629 at 6%; with 50% employer match about $4,262,629 at 4% or $2,841,753 at 6%; with 100% employer match about $3,196,972 at 4% or $2,131,315 at 6%.
2019213$4,684,786$33,062$2,543iApproximate average salary by contribution assumption: employee only about $63,581 at 4% or $42,387 at 6%; with 50% employer match about $42,387 at 4% or $28,258 at 6%; with 100% employer match about $31,790 at 4% or $21,194 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-13$3,900,025$33,062$2,543iApproximate average salary by contribution assumption: employee only about $63,581 at 4% or $42,387 at 6%; with 50% employer match about $42,387 at 4% or $28,258 at 6%; with 100% employer match about $31,790 at 4% or $21,194 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-5$784,761$0-
2018313$3,866,033$341,950$26,304iApproximate average salary by contribution assumption: employee only about $657,596 at 4% or $438,397 at 6%; with 50% employer match about $438,397 at 4% or $292,265 at 6%; with 100% employer match about $328,798 at 4% or $219,199 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-13$3,159,778$91,276$7,021iApproximate average salary by contribution assumption: employee only about $175,531 at 4% or $117,021 at 6%; with 50% employer match about $117,021 at 4% or $78,014 at 6%; with 100% employer match about $87,765 at 4% or $58,510 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-5$706,255$225,856$45,171iApproximate average salary by contribution assumption: employee only about $1,129,280 at 4% or $752,853 at 6%; with 50% employer match about $752,853 at 4% or $501,902 at 6%; with 100% employer match about $564,640 at 4% or $376,427 at 6%.
Robertson & Associates LLP Profit Sharing Plan-0$0$24,818-
2017313$4,251,808$346,200$26,631iApproximate average salary by contribution assumption: employee only about $665,769 at 4% or $443,846 at 6%; with 50% employer match about $443,846 at 4% or $295,897 at 6%; with 100% employer match about $332,885 at 4% or $221,923 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-13$3,598,333$102,187$7,861iApproximate average salary by contribution assumption: employee only about $196,513 at 4% or $131,009 at 6%; with 50% employer match about $131,009 at 4% or $87,339 at 6%; with 100% employer match about $98,257 at 4% or $65,504 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-5$502,598$226,493$45,299iApproximate average salary by contribution assumption: employee only about $1,132,465 at 4% or $754,977 at 6%; with 50% employer match about $754,977 at 4% or $503,318 at 6%; with 100% employer match about $566,233 at 4% or $377,488 at 6%.
Robertson & Associates LLP Profit Sharing Plan-10$150,877$17,520$1,752iApproximate average salary by contribution assumption: employee only about $43,800 at 4% or $29,200 at 6%; with 50% employer match about $29,200 at 4% or $19,467 at 6%; with 100% employer match about $21,900 at 4% or $14,600 at 6%.
2016312$3,380,114$179,977$14,998iApproximate average salary by contribution assumption: employee only about $374,952 at 4% or $249,968 at 6%; with 50% employer match about $249,968 at 4% or $166,645 at 6%; with 100% employer match about $187,476 at 4% or $124,984 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-12$3,017,914$120,899$10,075iApproximate average salary by contribution assumption: employee only about $251,873 at 4% or $167,915 at 6%; with 50% employer match about $167,915 at 4% or $111,944 at 6%; with 100% employer match about $125,936 at 4% or $83,958 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-5$248,539$23,136$4,627iApproximate average salary by contribution assumption: employee only about $115,680 at 4% or $77,120 at 6%; with 50% employer match about $77,120 at 4% or $51,413 at 6%; with 100% employer match about $57,840 at 4% or $38,560 at 6%.
Robertson & Associates LLP Profit Sharing Plan-9$113,661$35,942$3,994iApproximate average salary by contribution assumption: employee only about $99,839 at 4% or $66,559 at 6%; with 50% employer match about $66,559 at 4% or $44,373 at 6%; with 100% employer match about $49,919 at 4% or $33,280 at 6%.
2015313$3,035,530$463,677$35,667iApproximate average salary by contribution assumption: employee only about $891,687 at 4% or $594,458 at 6%; with 50% employer match about $594,458 at 4% or $396,305 at 6%; with 100% employer match about $445,843 at 4% or $297,229 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-13$2,747,825$175,972$13,536iApproximate average salary by contribution assumption: employee only about $338,408 at 4% or $225,605 at 6%; with 50% employer match about $225,605 at 4% or $150,403 at 6%; with 100% employer match about $169,204 at 4% or $112,803 at 6%.
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN-4$217,471$217,471$54,368iApproximate average salary by contribution assumption: employee only about $1,359,194 at 4% or $906,129 at 6%; with 50% employer match about $906,129 at 4% or $604,086 at 6%; with 100% employer match about $679,597 at 4% or $453,065 at 6%.
Robertson & Associates LLP Profit Sharing Plan-9$70,234$70,234$7,804iApproximate average salary by contribution assumption: employee only about $195,094 at 4% or $130,063 at 6%; with 50% employer match about $130,063 at 4% or $86,709 at 6%; with 100% employer match about $97,547 at 4% or $65,031 at 6%.
2014113$2,597,356$124,462$9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-13$2,597,356$124,462$9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%.
2013115$2,514,541$143,720$9,581iApproximate average salary by contribution assumption: employee only about $239,533 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,459 at 6%; with 100% employer match about $119,767 at 4% or $79,844 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-15$2,514,541$143,720$9,581iApproximate average salary by contribution assumption: employee only about $239,533 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,459 at 6%; with 100% employer match about $119,767 at 4% or $79,844 at 6%.
2012115$2,035,812$103,797$6,920iApproximate average salary by contribution assumption: employee only about $172,995 at 4% or $115,330 at 6%; with 50% employer match about $115,330 at 4% or $76,887 at 6%; with 100% employer match about $86,498 at 4% or $57,665 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-15$2,035,812$103,797$6,920iApproximate average salary by contribution assumption: employee only about $172,995 at 4% or $115,330 at 6%; with 50% employer match about $115,330 at 4% or $76,887 at 6%; with 100% employer match about $86,498 at 4% or $57,665 at 6%.
2011116$1,769,745$111,694$6,981iApproximate average salary by contribution assumption: employee only about $174,522 at 4% or $116,348 at 6%; with 50% employer match about $116,348 at 4% or $77,565 at 6%; with 100% employer match about $87,261 at 4% or $58,174 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-16$1,769,745$111,694$6,981iApproximate average salary by contribution assumption: employee only about $174,522 at 4% or $116,348 at 6%; with 50% employer match about $116,348 at 4% or $77,565 at 6%; with 100% employer match about $87,261 at 4% or $58,174 at 6%.
2010120$2,175,073$180,087$9,004iApproximate average salary by contribution assumption: employee only about $225,109 at 4% or $150,073 at 6%; with 50% employer match about $150,073 at 4% or $100,048 at 6%; with 100% employer match about $112,554 at 4% or $75,036 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-20$2,175,073$180,087$9,004iApproximate average salary by contribution assumption: employee only about $225,109 at 4% or $150,073 at 6%; with 50% employer match about $150,073 at 4% or $100,048 at 6%; with 100% employer match about $112,554 at 4% or $75,036 at 6%.
2009122$2,040,328$185,589$8,436iApproximate average salary by contribution assumption: employee only about $210,897 at 4% or $140,598 at 6%; with 50% employer match about $140,598 at 4% or $93,732 at 6%; with 100% employer match about $105,448 at 4% or $70,299 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-22$2,040,328$185,589$8,436iApproximate average salary by contribution assumption: employee only about $210,897 at 4% or $140,598 at 6%; with 50% employer match about $140,598 at 4% or $93,732 at 6%; with 100% employer match about $105,448 at 4% or $70,299 at 6%.
2008114$1,520,042$220,182$15,727iApproximate average salary by contribution assumption: employee only about $393,182 at 4% or $262,121 at 6%; with 50% employer match about $262,121 at 4% or $174,748 at 6%; with 100% employer match about $196,591 at 4% or $131,061 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-14$1,520,042$220,182$15,727iApproximate average salary by contribution assumption: employee only about $393,182 at 4% or $262,121 at 6%; with 50% employer match about $262,121 at 4% or $174,748 at 6%; with 100% employer match about $196,591 at 4% or $131,061 at 6%.
2007111$0$0-
Robertson and Vick LLP 401(K) Profit Sharing Plan-11---
2006113$1,610,683$154,666$11,897iApproximate average salary by contribution assumption: employee only about $297,435 at 4% or $198,290 at 6%; with 50% employer match about $198,290 at 4% or $132,193 at 6%; with 100% employer match about $148,717 at 4% or $99,145 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-13$1,610,683$154,666$11,897iApproximate average salary by contribution assumption: employee only about $297,435 at 4% or $198,290 at 6%; with 50% employer match about $198,290 at 4% or $132,193 at 6%; with 100% employer match about $148,717 at 4% or $99,145 at 6%.
2005116$1,481,394$179,308$11,207iApproximate average salary by contribution assumption: employee only about $280,169 at 4% or $186,779 at 6%; with 50% employer match about $186,779 at 4% or $124,519 at 6%; with 100% employer match about $140,084 at 4% or $93,390 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-16$1,481,394$179,308$11,207iApproximate average salary by contribution assumption: employee only about $280,169 at 4% or $186,779 at 6%; with 50% employer match about $186,779 at 4% or $124,519 at 6%; with 100% employer match about $140,084 at 4% or $93,390 at 6%.
2004118$1,173,560$144,130$8,007iApproximate average salary by contribution assumption: employee only about $200,181 at 4% or $133,454 at 6%; with 50% employer match about $133,454 at 4% or $88,969 at 6%; with 100% employer match about $100,090 at 4% or $66,727 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-18$1,173,560$144,130$8,007iApproximate average salary by contribution assumption: employee only about $200,181 at 4% or $133,454 at 6%; with 50% employer match about $133,454 at 4% or $88,969 at 6%; with 100% employer match about $100,090 at 4% or $66,727 at 6%.
2003133$1,159,621$132,506$4,015iApproximate average salary by contribution assumption: employee only about $100,383 at 4% or $66,922 at 6%; with 50% employer match about $66,922 at 4% or $44,615 at 6%; with 100% employer match about $50,192 at 4% or $33,461 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-33$1,159,621$132,506$4,015iApproximate average salary by contribution assumption: employee only about $100,383 at 4% or $66,922 at 6%; with 50% employer match about $66,922 at 4% or $44,615 at 6%; with 100% employer match about $50,192 at 4% or $33,461 at 6%.
2002132$1,250,821$121,409$3,794iApproximate average salary by contribution assumption: employee only about $94,851 at 4% or $63,234 at 6%; with 50% employer match about $63,234 at 4% or $42,156 at 6%; with 100% employer match about $47,425 at 4% or $31,617 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-32$1,250,821$121,409$3,794iApproximate average salary by contribution assumption: employee only about $94,851 at 4% or $63,234 at 6%; with 50% employer match about $63,234 at 4% or $42,156 at 6%; with 100% employer match about $47,425 at 4% or $31,617 at 6%.
2001133$1,397,675$134,646$4,080iApproximate average salary by contribution assumption: employee only about $102,005 at 4% or $68,003 at 6%; with 50% employer match about $68,003 at 4% or $45,335 at 6%; with 100% employer match about $51,002 at 4% or $34,002 at 6%.
Robertson and Vick LLP 401(K) Profit Sharing Plan-33$1,397,675$134,646$4,080iApproximate average salary by contribution assumption: employee only about $102,005 at 4% or $68,003 at 6%; with 50% employer match about $68,003 at 4% or $45,335 at 6%; with 100% employer match about $51,002 at 4% or $34,002 at 6%.