Civic Intelligence

William Rowe & Associates

Plan context: William Rowe & Associates 401K Profit Sharing Plan & Trust

EIN 04-2633952 • 6 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

4

2004 Assets

$394,582

2004 Contributions

$21,662

Historical Graphs

Total Assets Over Time

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

$394,582$197,291$0199920022003YearValue
$394,582Latest year 2003

Participants Over Time

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

1050199920012003YearValue
4Latest year 2003

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
200410$0$0-
William Rowe & Associates 401K Profit Sharing Plan & Trust-0---
200314$394,582$21,662$5,416iApproximate average salary by contribution assumption: employee only about $135,388 at 4% or $90,258 at 6%; with 50% employer match about $90,258 at 4% or $60,172 at 6%; with 100% employer match about $67,694 at 4% or $45,129 at 6%.
William Rowe & Associates 401K Profit Sharing Plan & Trust-4$394,582$21,662$5,416iApproximate average salary by contribution assumption: employee only about $135,388 at 4% or $90,258 at 6%; with 50% employer match about $90,258 at 4% or $60,172 at 6%; with 100% employer match about $67,694 at 4% or $45,129 at 6%.
200215$324,208$59,031$11,806iApproximate average salary by contribution assumption: employee only about $295,155 at 4% or $196,770 at 6%; with 50% employer match about $196,770 at 4% or $131,180 at 6%; with 100% employer match about $147,578 at 4% or $98,385 at 6%.
William Rowe & Associates 401K Profit Sharing Plan & Trust-5$324,208$59,031$11,806iApproximate average salary by contribution assumption: employee only about $295,155 at 4% or $196,770 at 6%; with 50% employer match about $196,770 at 4% or $131,180 at 6%; with 100% employer match about $147,578 at 4% or $98,385 at 6%.
2001110$0$0-
William Rowe & Associates 401K Profit Sharing Plan & Trust-10---
200017$331,459$33,495$4,785iApproximate average salary by contribution assumption: employee only about $119,625 at 4% or $79,750 at 6%; with 50% employer match about $79,750 at 4% or $53,167 at 6%; with 100% employer match about $59,813 at 4% or $39,875 at 6%.
William Rowe & Associates 401K Profit Sharing Plan & Trust-7$331,459$33,495$4,785iApproximate average salary by contribution assumption: employee only about $119,625 at 4% or $79,750 at 6%; with 50% employer match about $79,750 at 4% or $53,167 at 6%; with 100% employer match about $59,813 at 4% or $39,875 at 6%.
199916$332,444$29,186$4,864iApproximate average salary by contribution assumption: employee only about $121,608 at 4% or $81,072 at 6%; with 50% employer match about $81,072 at 4% or $54,048 at 6%; with 100% employer match about $60,804 at 4% or $40,536 at 6%.
William Rowe & Associates 401K Profit Sharing Plan & Trust-6$332,444$29,186$4,864iApproximate average salary by contribution assumption: employee only about $121,608 at 4% or $81,072 at 6%; with 50% employer match about $81,072 at 4% or $54,048 at 6%; with 100% employer match about $60,804 at 4% or $40,536 at 6%.
William Rowe & Associates | EIN 04-2633952 | 2004 Form 5500 Company Profile