Civic Intelligence

Jonathan S. Root, Pa

Plan context: Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust

EIN 02-0659756 • Boca Raton, FL • 15 filings • 1 plans

2000 Glades Road, Suite 412Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,787,552

2024 Contributions

$85,446

Historical Graphs

Total Assets Over Time

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

$1,787,552$893,776$0201020172024YearValue
$1,787,552Latest year 2024

Participants Over Time

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

950201020172024YearValue
7Latest 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
202417$1,787,552$85,446$12,207iApproximate average salary by contribution assumption: employee only about $305,164 at 4% or $203,443 at 6%; with 50% employer match about $203,443 at 4% or $135,629 at 6%; with 100% employer match about $152,582 at 4% or $101,721 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$1,787,552$85,446$12,207iApproximate average salary by contribution assumption: employee only about $305,164 at 4% or $203,443 at 6%; with 50% employer match about $203,443 at 4% or $135,629 at 6%; with 100% employer match about $152,582 at 4% or $101,721 at 6%.
202317$1,547,647$78,810$11,259iApproximate average salary by contribution assumption: employee only about $281,464 at 4% or $187,643 at 6%; with 50% employer match about $187,643 at 4% or $125,095 at 6%; with 100% employer match about $140,732 at 4% or $93,821 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$1,547,647$78,810$11,259iApproximate average salary by contribution assumption: employee only about $281,464 at 4% or $187,643 at 6%; with 50% employer match about $187,643 at 4% or $125,095 at 6%; with 100% employer match about $140,732 at 4% or $93,821 at 6%.
202219$1,322,223$71,164$7,907iApproximate average salary by contribution assumption: employee only about $197,678 at 4% or $131,785 at 6%; with 50% employer match about $131,785 at 4% or $87,857 at 6%; with 100% employer match about $98,839 at 4% or $65,893 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-9$1,322,223$71,164$7,907iApproximate average salary by contribution assumption: employee only about $197,678 at 4% or $131,785 at 6%; with 50% employer match about $131,785 at 4% or $87,857 at 6%; with 100% employer match about $98,839 at 4% or $65,893 at 6%.
202117$1,467,866$52,956$7,565iApproximate average salary by contribution assumption: employee only about $189,129 at 4% or $126,086 at 6%; with 50% employer match about $126,086 at 4% or $84,057 at 6%; with 100% employer match about $94,564 at 4% or $63,043 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$1,467,866$52,956$7,565iApproximate average salary by contribution assumption: employee only about $189,129 at 4% or $126,086 at 6%; with 50% employer match about $126,086 at 4% or $84,057 at 6%; with 100% employer match about $94,564 at 4% or $63,043 at 6%.
202019$1,471,032$48,454$5,384iApproximate average salary by contribution assumption: employee only about $134,594 at 4% or $89,730 at 6%; with 50% employer match about $89,730 at 4% or $59,820 at 6%; with 100% employer match about $67,297 at 4% or $44,865 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-9$1,471,032$48,454$5,384iApproximate average salary by contribution assumption: employee only about $134,594 at 4% or $89,730 at 6%; with 50% employer match about $89,730 at 4% or $59,820 at 6%; with 100% employer match about $67,297 at 4% or $44,865 at 6%.
201917$1,234,247$84,209$12,030iApproximate average salary by contribution assumption: employee only about $300,746 at 4% or $200,498 at 6%; with 50% employer match about $200,498 at 4% or $133,665 at 6%; with 100% employer match about $150,373 at 4% or $100,249 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$1,234,247$84,209$12,030iApproximate average salary by contribution assumption: employee only about $300,746 at 4% or $200,498 at 6%; with 50% employer match about $200,498 at 4% or $133,665 at 6%; with 100% employer match about $150,373 at 4% or $100,249 at 6%.
201818$979,400$42,683$5,335iApproximate average salary by contribution assumption: employee only about $133,384 at 4% or $88,923 at 6%; with 50% employer match about $88,923 at 4% or $59,282 at 6%; with 100% employer match about $66,692 at 4% or $44,461 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-8$979,400$42,683$5,335iApproximate average salary by contribution assumption: employee only about $133,384 at 4% or $88,923 at 6%; with 50% employer match about $88,923 at 4% or $59,282 at 6%; with 100% employer match about $66,692 at 4% or $44,461 at 6%.
201719$988,407$114,546$12,727iApproximate average salary by contribution assumption: employee only about $318,183 at 4% or $212,122 at 6%; with 50% employer match about $212,122 at 4% or $141,415 at 6%; with 100% employer match about $159,092 at 4% or $106,061 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-9$988,407$114,546$12,727iApproximate average salary by contribution assumption: employee only about $318,183 at 4% or $212,122 at 6%; with 50% employer match about $212,122 at 4% or $141,415 at 6%; with 100% employer match about $159,092 at 4% or $106,061 at 6%.
201619$749,843$94,789$10,532iApproximate average salary by contribution assumption: employee only about $263,303 at 4% or $175,535 at 6%; with 50% employer match about $175,535 at 4% or $117,023 at 6%; with 100% employer match about $131,651 at 4% or $87,768 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-9$749,843$94,789$10,532iApproximate average salary by contribution assumption: employee only about $263,303 at 4% or $175,535 at 6%; with 50% employer match about $175,535 at 4% or $117,023 at 6%; with 100% employer match about $131,651 at 4% or $87,768 at 6%.
201516$610,172$86,718$14,453iApproximate average salary by contribution assumption: employee only about $361,325 at 4% or $240,883 at 6%; with 50% employer match about $240,883 at 4% or $160,589 at 6%; with 100% employer match about $180,663 at 4% or $120,442 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-6$610,172$86,718$14,453iApproximate average salary by contribution assumption: employee only about $361,325 at 4% or $240,883 at 6%; with 50% employer match about $240,883 at 4% or $160,589 at 6%; with 100% employer match about $180,663 at 4% or $120,442 at 6%.
201417$533,047$88,982$12,712iApproximate average salary by contribution assumption: employee only about $317,793 at 4% or $211,862 at 6%; with 50% employer match about $211,862 at 4% or $141,241 at 6%; with 100% employer match about $158,896 at 4% or $105,931 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$533,047$88,982$12,712iApproximate average salary by contribution assumption: employee only about $317,793 at 4% or $211,862 at 6%; with 50% employer match about $211,862 at 4% or $141,241 at 6%; with 100% employer match about $158,896 at 4% or $105,931 at 6%.
201317$424,790$93,517$13,360iApproximate average salary by contribution assumption: employee only about $333,989 at 4% or $222,660 at 6%; with 50% employer match about $222,660 at 4% or $148,440 at 6%; with 100% employer match about $166,995 at 4% or $111,330 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$424,790$93,517$13,360iApproximate average salary by contribution assumption: employee only about $333,989 at 4% or $222,660 at 6%; with 50% employer match about $222,660 at 4% or $148,440 at 6%; with 100% employer match about $166,995 at 4% or $111,330 at 6%.
201217$269,698$88,354$12,622iApproximate average salary by contribution assumption: employee only about $315,550 at 4% or $210,367 at 6%; with 50% employer match about $210,367 at 4% or $140,244 at 6%; with 100% employer match about $157,775 at 4% or $105,183 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$269,698$88,354$12,622iApproximate average salary by contribution assumption: employee only about $315,550 at 4% or $210,367 at 6%; with 50% employer match about $210,367 at 4% or $140,244 at 6%; with 100% employer match about $157,775 at 4% or $105,183 at 6%.
201117$161,522$86,598$12,371iApproximate average salary by contribution assumption: employee only about $309,279 at 4% or $206,186 at 6%; with 50% employer match about $206,186 at 4% or $137,457 at 6%; with 100% employer match about $154,639 at 4% or $103,093 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-7$161,522$86,598$12,371iApproximate average salary by contribution assumption: employee only about $309,279 at 4% or $206,186 at 6%; with 50% employer match about $206,186 at 4% or $137,457 at 6%; with 100% employer match about $154,639 at 4% or $103,093 at 6%.
201016$77,008$76,118$12,686iApproximate average salary by contribution assumption: employee only about $317,158 at 4% or $211,439 at 6%; with 50% employer match about $211,439 at 4% or $140,959 at 6%; with 100% employer match about $158,579 at 4% or $105,719 at 6%.
Jonathan S. Root, Pa 401K Profit Sharing Plan and Trust-6$77,008$76,118$12,686iApproximate average salary by contribution assumption: employee only about $317,158 at 4% or $211,439 at 6%; with 50% employer match about $211,439 at 4% or $140,959 at 6%; with 100% employer match about $158,579 at 4% or $105,719 at 6%.