F. William Mcroberts
Plan context: F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan
EIN 99-0233778 • Kailua, HI • 22 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$317,606
2023 Contributions
$14,028
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 | 0 | $0 | $0 | - |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 6 | $317,606 | $14,028 | $2,338iApproximate average salary by contribution assumption: employee only about $58,450 at 4% or $38,967 at 6%; with 50% employer match about $38,967 at 4% or $25,978 at 6%; with 100% employer match about $29,225 at 4% or $19,483 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 6 | $317,606 | $14,028 | $2,338iApproximate average salary by contribution assumption: employee only about $58,450 at 4% or $38,967 at 6%; with 50% employer match about $38,967 at 4% or $25,978 at 6%; with 100% employer match about $29,225 at 4% or $19,483 at 6%. |
| 2021 | 1 | 6 | $404,611 | $41,340 | $6,890iApproximate average salary by contribution assumption: employee only about $172,250 at 4% or $114,833 at 6%; with 50% employer match about $114,833 at 4% or $76,556 at 6%; with 100% employer match about $86,125 at 4% or $57,417 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 6 | $404,611 | $41,340 | $6,890iApproximate average salary by contribution assumption: employee only about $172,250 at 4% or $114,833 at 6%; with 50% employer match about $114,833 at 4% or $76,556 at 6%; with 100% employer match about $86,125 at 4% or $57,417 at 6%. |
| 2020 | 1 | 6 | $321,093 | $47,463 | $7,911iApproximate average salary by contribution assumption: employee only about $197,763 at 4% or $131,842 at 6%; with 50% employer match about $131,842 at 4% or $87,894 at 6%; with 100% employer match about $98,881 at 4% or $65,921 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 6 | $321,093 | $47,463 | $7,911iApproximate average salary by contribution assumption: employee only about $197,763 at 4% or $131,842 at 6%; with 50% employer match about $131,842 at 4% or $87,894 at 6%; with 100% employer match about $98,881 at 4% or $65,921 at 6%. |
| 2019 | 1 | 6 | $219,119 | $47,905 | $7,984iApproximate average salary by contribution assumption: employee only about $199,604 at 4% or $133,069 at 6%; with 50% employer match about $133,069 at 4% or $88,713 at 6%; with 100% employer match about $99,802 at 4% or $66,535 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 6 | $219,119 | $47,905 | $7,984iApproximate average salary by contribution assumption: employee only about $199,604 at 4% or $133,069 at 6%; with 50% employer match about $133,069 at 4% or $88,713 at 6%; with 100% employer match about $99,802 at 4% or $66,535 at 6%. |
| 2018 | 1 | 6 | $136,399 | $46,479 | $7,747iApproximate average salary by contribution assumption: employee only about $193,663 at 4% or $129,108 at 6%; with 50% employer match about $129,108 at 4% or $86,072 at 6%; with 100% employer match about $96,831 at 4% or $64,554 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 6 | $136,399 | $46,479 | $7,747iApproximate average salary by contribution assumption: employee only about $193,663 at 4% or $129,108 at 6%; with 50% employer match about $129,108 at 4% or $86,072 at 6%; with 100% employer match about $96,831 at 4% or $64,554 at 6%. |
| 2017 | 1 | 5 | $104,131 | $44,553 | $8,911iApproximate average salary by contribution assumption: employee only about $222,765 at 4% or $148,510 at 6%; with 50% employer match about $148,510 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 5 | $104,131 | $44,553 | $8,911iApproximate average salary by contribution assumption: employee only about $222,765 at 4% or $148,510 at 6%; with 50% employer match about $148,510 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%. |
| 2016 | 1 | 4 | $45,896 | $40,525 | $10,131iApproximate average salary by contribution assumption: employee only about $253,281 at 4% or $168,854 at 6%; with 50% employer match about $168,854 at 4% or $112,569 at 6%; with 100% employer match about $126,641 at 4% or $84,427 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 4 | $45,896 | $40,525 | $10,131iApproximate average salary by contribution assumption: employee only about $253,281 at 4% or $168,854 at 6%; with 50% employer match about $168,854 at 4% or $112,569 at 6%; with 100% employer match about $126,641 at 4% or $84,427 at 6%. |
| 2015 | 1 | 4 | $289,654 | $40,443 | $10,111iApproximate average salary by contribution assumption: employee only about $252,769 at 4% or $168,513 at 6%; with 50% employer match about $168,513 at 4% or $112,342 at 6%; with 100% employer match about $126,384 at 4% or $84,256 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 4 | $289,654 | $40,443 | $10,111iApproximate average salary by contribution assumption: employee only about $252,769 at 4% or $168,513 at 6%; with 50% employer match about $168,513 at 4% or $112,342 at 6%; with 100% employer match about $126,384 at 4% or $84,256 at 6%. |
| 2014 | 1 | 5 | $259,610 | $33,026 | $6,605iApproximate average salary by contribution assumption: employee only about $165,130 at 4% or $110,087 at 6%; with 50% employer match about $110,087 at 4% or $73,391 at 6%; with 100% employer match about $82,565 at 4% or $55,043 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 5 | $259,610 | $33,026 | $6,605iApproximate average salary by contribution assumption: employee only about $165,130 at 4% or $110,087 at 6%; with 50% employer match about $110,087 at 4% or $73,391 at 6%; with 100% employer match about $82,565 at 4% or $55,043 at 6%. |
| 2013 | 1 | 5 | $220,439 | $29,201 | $5,840iApproximate average salary by contribution assumption: employee only about $146,005 at 4% or $97,337 at 6%; with 50% employer match about $97,337 at 4% or $64,891 at 6%; with 100% employer match about $73,003 at 4% or $48,668 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 5 | $220,439 | $29,201 | $5,840iApproximate average salary by contribution assumption: employee only about $146,005 at 4% or $97,337 at 6%; with 50% employer match about $97,337 at 4% or $64,891 at 6%; with 100% employer match about $73,003 at 4% or $48,668 at 6%. |
| 2012 | 1 | 5 | $156,525 | $13,774 | $2,755iApproximate average salary by contribution assumption: employee only about $68,870 at 4% or $45,913 at 6%; with 50% employer match about $45,913 at 4% or $30,609 at 6%; with 100% employer match about $34,435 at 4% or $22,957 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 5 | $156,525 | $13,774 | $2,755iApproximate average salary by contribution assumption: employee only about $68,870 at 4% or $45,913 at 6%; with 50% employer match about $45,913 at 4% or $30,609 at 6%; with 100% employer match about $34,435 at 4% or $22,957 at 6%. |
| 2011 | 1 | 4 | $131,752 | $10,365 | $2,591iApproximate average salary by contribution assumption: employee only about $64,781 at 4% or $43,188 at 6%; with 50% employer match about $43,188 at 4% or $28,792 at 6%; with 100% employer match about $32,391 at 4% or $21,594 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 4 | $131,752 | $10,365 | $2,591iApproximate average salary by contribution assumption: employee only about $64,781 at 4% or $43,188 at 6%; with 50% employer match about $43,188 at 4% or $28,792 at 6%; with 100% employer match about $32,391 at 4% or $21,594 at 6%. |
| 2010 | 1 | 4 | $135,937 | $12,108 | $3,027iApproximate average salary by contribution assumption: employee only about $75,675 at 4% or $50,450 at 6%; with 50% employer match about $50,450 at 4% or $33,633 at 6%; with 100% employer match about $37,838 at 4% or $25,225 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 4 | $135,937 | $12,108 | $3,027iApproximate average salary by contribution assumption: employee only about $75,675 at 4% or $50,450 at 6%; with 50% employer match about $50,450 at 4% or $33,633 at 6%; with 100% employer match about $37,838 at 4% or $25,225 at 6%. |
| 2009 | 1 | 4 | $113,806 | $12,055 | $3,014iApproximate average salary by contribution assumption: employee only about $75,344 at 4% or $50,229 at 6%; with 50% employer match about $50,229 at 4% or $33,486 at 6%; with 100% employer match about $37,672 at 4% or $25,115 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 4 | $113,806 | $12,055 | $3,014iApproximate average salary by contribution assumption: employee only about $75,344 at 4% or $50,229 at 6%; with 50% employer match about $50,229 at 4% or $33,486 at 6%; with 100% employer match about $37,672 at 4% or $25,115 at 6%. |
| 2008 | 1 | 3 | $78,147 | $17,540 | $5,847iApproximate average salary by contribution assumption: employee only about $146,167 at 4% or $97,444 at 6%; with 50% employer match about $97,444 at 4% or $64,963 at 6%; with 100% employer match about $73,083 at 4% or $48,722 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 3 | $78,147 | $17,540 | $5,847iApproximate average salary by contribution assumption: employee only about $146,167 at 4% or $97,444 at 6%; with 50% employer match about $97,444 at 4% or $64,963 at 6%; with 100% employer match about $73,083 at 4% or $48,722 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 3 | $83,149 | $18,573 | $6,191iApproximate average salary by contribution assumption: employee only about $154,775 at 4% or $103,183 at 6%; with 50% employer match about $103,183 at 4% or $68,789 at 6%; with 100% employer match about $77,388 at 4% or $51,592 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 3 | $83,149 | $18,573 | $6,191iApproximate average salary by contribution assumption: employee only about $154,775 at 4% or $103,183 at 6%; with 50% employer match about $103,183 at 4% or $68,789 at 6%; with 100% employer match about $77,388 at 4% or $51,592 at 6%. |
| 2005 | 1 | 3 | $121,797 | $23,767 | $7,922iApproximate average salary by contribution assumption: employee only about $198,058 at 4% or $132,039 at 6%; with 50% employer match about $132,039 at 4% or $88,026 at 6%; with 100% employer match about $99,029 at 4% or $66,019 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 3 | $121,797 | $23,767 | $7,922iApproximate average salary by contribution assumption: employee only about $198,058 at 4% or $132,039 at 6%; with 50% employer match about $132,039 at 4% or $88,026 at 6%; with 100% employer match about $99,029 at 4% or $66,019 at 6%. |
| 2004 | 1 | 3 | $91,615 | $26,973 | $8,991iApproximate average salary by contribution assumption: employee only about $224,775 at 4% or $149,850 at 6%; with 50% employer match about $149,850 at 4% or $99,900 at 6%; with 100% employer match about $112,388 at 4% or $74,925 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 3 | $91,615 | $26,973 | $8,991iApproximate average salary by contribution assumption: employee only about $224,775 at 4% or $149,850 at 6%; with 50% employer match about $149,850 at 4% or $99,900 at 6%; with 100% employer match about $112,388 at 4% or $74,925 at 6%. |
| 2003 | 1 | 3 | $57,033 | $22,819 | $7,606iApproximate average salary by contribution assumption: employee only about $190,158 at 4% or $126,772 at 6%; with 50% employer match about $126,772 at 4% or $84,515 at 6%; with 100% employer match about $95,079 at 4% or $63,386 at 6%. |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 3 | $57,033 | $22,819 | $7,606iApproximate average salary by contribution assumption: employee only about $190,158 at 4% or $126,772 at 6%; with 50% employer match about $126,772 at 4% or $84,515 at 6%; with 100% employer match about $95,079 at 4% or $63,386 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| F. William Mcroberts DBA Mcroberts and Associates 401K Profit Sharing Plan | - | 3 | - | - | - |