Civic Intelligence

Rocco Financial Group

Plan context: Rocco Financial Group Profit Sharing Plan

EIN 04-2314753 • Wakefield, MA • 27 filings • 2 plans

2 Pleasure Island RdWakefield, MA 01880
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$53,763

2024 Contributions

$70,688

Historical Graphs

Total Assets Over Time

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

$2,050,057$1,025,029$0199920132024YearValue
$53,763Latest year 2024

Participants Over Time

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

420199920122024YearValue
4Latest 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
202414$53,763$0-
Rocco Financial Group Profit Sharing Plan-4$53,763--
202314$268,475$70,688$17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,533 at 6%; with 50% employer match about $294,533 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%.
Rocco Financial Group Profit Sharing Plan-4$268,475$70,688$17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,533 at 6%; with 50% employer match about $294,533 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%.
202214$490,432$65,714$16,429iApproximate average salary by contribution assumption: employee only about $410,713 at 4% or $273,808 at 6%; with 50% employer match about $273,808 at 4% or $182,539 at 6%; with 100% employer match about $205,356 at 4% or $136,904 at 6%.
Rocco Financial Group Profit Sharing Plan-4$490,432$65,714$16,429iApproximate average salary by contribution assumption: employee only about $410,713 at 4% or $273,808 at 6%; with 50% employer match about $273,808 at 4% or $182,539 at 6%; with 100% employer match about $205,356 at 4% or $136,904 at 6%.
202114$724,492$77,532$19,383iApproximate average salary by contribution assumption: employee only about $484,575 at 4% or $323,050 at 6%; with 50% employer match about $323,050 at 4% or $215,367 at 6%; with 100% employer match about $242,288 at 4% or $161,525 at 6%.
Rocco Financial Group Profit Sharing Plan-4$724,492$77,532$19,383iApproximate average salary by contribution assumption: employee only about $484,575 at 4% or $323,050 at 6%; with 50% employer match about $323,050 at 4% or $215,367 at 6%; with 100% employer match about $242,288 at 4% or $161,525 at 6%.
202014$832,495$67,826$16,957iApproximate average salary by contribution assumption: employee only about $423,913 at 4% or $282,608 at 6%; with 50% employer match about $282,608 at 4% or $188,406 at 6%; with 100% employer match about $211,956 at 4% or $141,304 at 6%.
Rocco Financial Group Profit Sharing Plan-4$832,495$67,826$16,957iApproximate average salary by contribution assumption: employee only about $423,913 at 4% or $282,608 at 6%; with 50% employer match about $282,608 at 4% or $188,406 at 6%; with 100% employer match about $211,956 at 4% or $141,304 at 6%.
201913$749,577$71,007$23,669iApproximate average salary by contribution assumption: employee only about $591,725 at 4% or $394,483 at 6%; with 50% employer match about $394,483 at 4% or $262,989 at 6%; with 100% employer match about $295,863 at 4% or $197,242 at 6%.
Rocco Financial Group Profit Sharing Plan-3$749,577$71,007$23,669iApproximate average salary by contribution assumption: employee only about $591,725 at 4% or $394,483 at 6%; with 50% employer match about $394,483 at 4% or $262,989 at 6%; with 100% employer match about $295,863 at 4% or $197,242 at 6%.
201813$621,128$70,007$23,336iApproximate average salary by contribution assumption: employee only about $583,392 at 4% or $388,928 at 6%; with 50% employer match about $388,928 at 4% or $259,285 at 6%; with 100% employer match about $291,696 at 4% or $194,464 at 6%.
Rocco Financial Group Profit Sharing Plan-3$621,128$70,007$23,336iApproximate average salary by contribution assumption: employee only about $583,392 at 4% or $388,928 at 6%; with 50% employer match about $388,928 at 4% or $259,285 at 6%; with 100% employer match about $291,696 at 4% or $194,464 at 6%.
201713$632,758$66,500$22,167iApproximate average salary by contribution assumption: employee only about $554,167 at 4% or $369,444 at 6%; with 50% employer match about $369,444 at 4% or $246,296 at 6%; with 100% employer match about $277,083 at 4% or $184,722 at 6%.
Rocco Financial Group Profit Sharing Plan-3$632,758$66,500$22,167iApproximate average salary by contribution assumption: employee only about $554,167 at 4% or $369,444 at 6%; with 50% employer match about $369,444 at 4% or $246,296 at 6%; with 100% employer match about $277,083 at 4% or $184,722 at 6%.
201613$520,180$63,826$21,275iApproximate average salary by contribution assumption: employee only about $531,883 at 4% or $354,589 at 6%; with 50% employer match about $354,589 at 4% or $236,393 at 6%; with 100% employer match about $265,942 at 4% or $177,294 at 6%.
Rocco Financial Group Profit Sharing Plan-3$520,180$63,826$21,275iApproximate average salary by contribution assumption: employee only about $531,883 at 4% or $354,589 at 6%; with 50% employer match about $354,589 at 4% or $236,393 at 6%; with 100% employer match about $265,942 at 4% or $177,294 at 6%.
201513$458,404$57,724$19,241iApproximate average salary by contribution assumption: employee only about $481,033 at 4% or $320,689 at 6%; with 50% employer match about $320,689 at 4% or $213,793 at 6%; with 100% employer match about $240,517 at 4% or $160,344 at 6%.
Rocco Financial Group Profit Sharing Plan-3$458,404$57,724$19,241iApproximate average salary by contribution assumption: employee only about $481,033 at 4% or $320,689 at 6%; with 50% employer match about $320,689 at 4% or $213,793 at 6%; with 100% employer match about $240,517 at 4% or $160,344 at 6%.
201413$431,791$55,561$18,520iApproximate average salary by contribution assumption: employee only about $463,008 at 4% or $308,672 at 6%; with 50% employer match about $308,672 at 4% or $205,781 at 6%; with 100% employer match about $231,504 at 4% or $154,336 at 6%.
Rocco Financial Group Profit Sharing Plan-3$431,791$55,561$18,520iApproximate average salary by contribution assumption: employee only about $463,008 at 4% or $308,672 at 6%; with 50% employer match about $308,672 at 4% or $205,781 at 6%; with 100% employer match about $231,504 at 4% or $154,336 at 6%.
201313$385,227$55,276$18,425iApproximate average salary by contribution assumption: employee only about $460,633 at 4% or $307,089 at 6%; with 50% employer match about $307,089 at 4% or $204,726 at 6%; with 100% employer match about $230,317 at 4% or $153,544 at 6%.
Rocco Financial Group Profit Sharing Plan-3$385,227$55,276$18,425iApproximate average salary by contribution assumption: employee only about $460,633 at 4% or $307,089 at 6%; with 50% employer match about $307,089 at 4% or $204,726 at 6%; with 100% employer match about $230,317 at 4% or $153,544 at 6%.
201213$305,590$53,652$17,884iApproximate average salary by contribution assumption: employee only about $447,100 at 4% or $298,067 at 6%; with 50% employer match about $298,067 at 4% or $198,711 at 6%; with 100% employer match about $223,550 at 4% or $149,033 at 6%.
Rocco Financial Group Profit Sharing Plan-3$305,590$53,652$17,884iApproximate average salary by contribution assumption: employee only about $447,100 at 4% or $298,067 at 6%; with 50% employer match about $298,067 at 4% or $198,711 at 6%; with 100% employer match about $223,550 at 4% or $149,033 at 6%.
201113$246,620$52,265$17,422iApproximate average salary by contribution assumption: employee only about $435,542 at 4% or $290,361 at 6%; with 50% employer match about $290,361 at 4% or $193,574 at 6%; with 100% employer match about $217,771 at 4% or $145,181 at 6%.
Rocco Financial Group Profit Sharing Plan-3$246,620$52,265$17,422iApproximate average salary by contribution assumption: employee only about $435,542 at 4% or $290,361 at 6%; with 50% employer match about $290,361 at 4% or $193,574 at 6%; with 100% employer match about $217,771 at 4% or $145,181 at 6%.
201013$219,167$53,625$17,875iApproximate average salary by contribution assumption: employee only about $446,875 at 4% or $297,917 at 6%; with 50% employer match about $297,917 at 4% or $198,611 at 6%; with 100% employer match about $223,438 at 4% or $148,958 at 6%.
Rocco Financial Group Profit Sharing Plan-3$219,167$53,625$17,875iApproximate average salary by contribution assumption: employee only about $446,875 at 4% or $297,917 at 6%; with 50% employer match about $297,917 at 4% or $198,611 at 6%; with 100% employer match about $223,438 at 4% or $148,958 at 6%.
200913$156,449$51,437$17,146iApproximate average salary by contribution assumption: employee only about $428,642 at 4% or $285,761 at 6%; with 50% employer match about $285,761 at 4% or $190,507 at 6%; with 100% employer match about $214,321 at 4% or $142,881 at 6%.
Rocco Financial Group Profit Sharing Plan-3$156,449$51,437$17,146iApproximate average salary by contribution assumption: employee only about $428,642 at 4% or $285,761 at 6%; with 50% employer match about $285,761 at 4% or $190,507 at 6%; with 100% employer match about $214,321 at 4% or $142,881 at 6%.
200813$102,910$49,758$16,586iApproximate average salary by contribution assumption: employee only about $414,650 at 4% or $276,433 at 6%; with 50% employer match about $276,433 at 4% or $184,289 at 6%; with 100% employer match about $207,325 at 4% or $138,217 at 6%.
Rocco Financial Group Profit Sharing Plan-3$102,910$49,758$16,586iApproximate average salary by contribution assumption: employee only about $414,650 at 4% or $276,433 at 6%; with 50% employer match about $276,433 at 4% or $184,289 at 6%; with 100% employer match about $207,325 at 4% or $138,217 at 6%.
200723$0$0-
Rocco Financial Group Pension Plan-0---
Rocco Financial Group Profit Sharing Plan-3---
200612$1,895,050$56,073$28,037iApproximate average salary by contribution assumption: employee only about $700,913 at 4% or $467,275 at 6%; with 50% employer match about $467,275 at 4% or $311,517 at 6%; with 100% employer match about $350,456 at 4% or $233,638 at 6%.
Rocco Financial Group Pension Plan-2$1,895,050$56,073$28,037iApproximate average salary by contribution assumption: employee only about $700,913 at 4% or $467,275 at 6%; with 50% employer match about $467,275 at 4% or $311,517 at 6%; with 100% employer match about $350,456 at 4% or $233,638 at 6%.
200513$2,050,057$213,284$71,095iApproximate average salary by contribution assumption: employee only about $1,777,367 at 4% or $1,184,911 at 6%; with 50% employer match about $1,184,911 at 4% or $789,941 at 6%; with 100% employer match about $888,683 at 4% or $592,456 at 6%.
Rocco Financial Group Pension Plan-3$2,050,057$213,284$71,095iApproximate average salary by contribution assumption: employee only about $1,777,367 at 4% or $1,184,911 at 6%; with 50% employer match about $1,184,911 at 4% or $789,941 at 6%; with 100% employer match about $888,683 at 4% or $592,456 at 6%.
200413$1,842,214$224,364$74,788iApproximate average salary by contribution assumption: employee only about $1,869,700 at 4% or $1,246,467 at 6%; with 50% employer match about $1,246,467 at 4% or $830,978 at 6%; with 100% employer match about $934,850 at 4% or $623,233 at 6%.
Rocco Financial Group Pension Plan-3$1,842,214$224,364$74,788iApproximate average salary by contribution assumption: employee only about $1,869,700 at 4% or $1,246,467 at 6%; with 50% employer match about $1,246,467 at 4% or $830,978 at 6%; with 100% employer match about $934,850 at 4% or $623,233 at 6%.
200313$1,580,899$213,336$71,112iApproximate average salary by contribution assumption: employee only about $1,777,800 at 4% or $1,185,200 at 6%; with 50% employer match about $1,185,200 at 4% or $790,133 at 6%; with 100% employer match about $888,900 at 4% or $592,600 at 6%.
Rocco Financial Group Pension Plan-3$1,580,899$213,336$71,112iApproximate average salary by contribution assumption: employee only about $1,777,800 at 4% or $1,185,200 at 6%; with 50% employer match about $1,185,200 at 4% or $790,133 at 6%; with 100% employer match about $888,900 at 4% or $592,600 at 6%.
200212$1,272,725$179,183$89,592iApproximate average salary by contribution assumption: employee only about $2,239,788 at 4% or $1,493,192 at 6%; with 50% employer match about $1,493,192 at 4% or $995,461 at 6%; with 100% employer match about $1,119,894 at 4% or $746,596 at 6%.
Rocco Financial Group Pension Plan-2$1,272,725$179,183$89,592iApproximate average salary by contribution assumption: employee only about $2,239,788 at 4% or $1,493,192 at 6%; with 50% employer match about $1,493,192 at 4% or $995,461 at 6%; with 100% employer match about $1,119,894 at 4% or $746,596 at 6%.
200112$0$0-
Rocco Financial Group Pension Plan-2---
200013$0$0-
Rocco Financial Group Pension Plan-3---
199913$949,689$105,155$35,052iApproximate average salary by contribution assumption: employee only about $876,292 at 4% or $584,194 at 6%; with 50% employer match about $584,194 at 4% or $389,463 at 6%; with 100% employer match about $438,146 at 4% or $292,097 at 6%.
Rocco Financial Group Pension Plan-3$949,689$105,155$35,052iApproximate average salary by contribution assumption: employee only about $876,292 at 4% or $584,194 at 6%; with 50% employer match about $584,194 at 4% or $389,463 at 6%; with 100% employer match about $438,146 at 4% or $292,097 at 6%.