Civic Intelligence

Roy M Rathe Associates Inc

Plan context: Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust

EIN 11-2165407 • Farmingdale, NY • 29 filings • 5 plans

1650 New HwyFarmingdale, NY 11735-1510
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$9,736,328

2024 Contributions

$568,475

Historical Graphs

Total Assets Over Time

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

$9,736,328$4,868,164$0200520152024YearValue
$9,736,328Latest year 2024

Participants Over Time

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

35180200520152024YearValue
33Latest 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
2024233$9,736,328$568,475$17,227iApproximate average salary by contribution assumption: employee only about $430,663 at 4% or $287,109 at 6%; with 50% employer match about $287,109 at 4% or $191,406 at 6%; with 100% employer match about $215,331 at 4% or $143,554 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-33$7,929,496$505,338$15,313iApproximate average salary by contribution assumption: employee only about $382,832 at 4% or $255,221 at 6%; with 50% employer match about $255,221 at 4% or $170,147 at 6%; with 100% employer match about $191,416 at 4% or $127,611 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-29$1,806,832$63,137$2,177iApproximate average salary by contribution assumption: employee only about $54,428 at 4% or $36,286 at 6%; with 50% employer match about $36,286 at 4% or $24,190 at 6%; with 100% employer match about $27,214 at 4% or $18,143 at 6%.
2023234$8,065,695$274,989$8,088iApproximate average salary by contribution assumption: employee only about $202,198 at 4% or $134,799 at 6%; with 50% employer match about $134,799 at 4% or $89,866 at 6%; with 100% employer match about $101,099 at 4% or $67,399 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-34$6,499,147$246,737$7,257iApproximate average salary by contribution assumption: employee only about $181,424 at 4% or $120,950 at 6%; with 50% employer match about $120,950 at 4% or $80,633 at 6%; with 100% employer match about $90,712 at 4% or $60,475 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-31$1,566,548$28,252$911iApproximate average salary by contribution assumption: employee only about $22,784 at 4% or $15,189 at 6%; with 50% employer match about $15,189 at 4% or $10,126 at 6%; with 100% employer match about $11,392 at 4% or $7,595 at 6%.
2022234$6,689,316$332,249$9,772iApproximate average salary by contribution assumption: employee only about $244,301 at 4% or $162,867 at 6%; with 50% employer match about $162,867 at 4% or $108,578 at 6%; with 100% employer match about $122,150 at 4% or $81,434 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-34$5,353,066$332,249$9,772iApproximate average salary by contribution assumption: employee only about $244,301 at 4% or $162,867 at 6%; with 50% employer match about $162,867 at 4% or $108,578 at 6%; with 100% employer match about $122,150 at 4% or $81,434 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-31$1,336,250$0-
2021235$7,881,603$412,223$11,778iApproximate average salary by contribution assumption: employee only about $294,445 at 4% or $196,297 at 6%; with 50% employer match about $196,297 at 4% or $130,864 at 6%; with 100% employer match about $147,223 at 4% or $98,148 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-35$6,285,637$288,790$8,251iApproximate average salary by contribution assumption: employee only about $206,279 at 4% or $137,519 at 6%; with 50% employer match about $137,519 at 4% or $91,679 at 6%; with 100% employer match about $103,139 at 4% or $68,760 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-33$1,595,966$123,433$3,740iApproximate average salary by contribution assumption: employee only about $93,510 at 4% or $62,340 at 6%; with 50% employer match about $62,340 at 4% or $41,560 at 6%; with 100% employer match about $46,755 at 4% or $31,170 at 6%.
2020233$6,525,032$310,980$9,424iApproximate average salary by contribution assumption: employee only about $235,591 at 4% or $157,061 at 6%; with 50% employer match about $157,061 at 4% or $104,707 at 6%; with 100% employer match about $117,795 at 4% or $78,530 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-33$5,190,897$286,506$8,682iApproximate average salary by contribution assumption: employee only about $217,050 at 4% or $144,700 at 6%; with 50% employer match about $144,700 at 4% or $96,467 at 6%; with 100% employer match about $108,525 at 4% or $72,350 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-32$1,334,135$24,474$765iApproximate average salary by contribution assumption: employee only about $19,120 at 4% or $12,747 at 6%; with 50% employer match about $12,747 at 4% or $8,498 at 6%; with 100% employer match about $9,560 at 4% or $6,373 at 6%.
2019230$5,331,217$608,900$20,297iApproximate average salary by contribution assumption: employee only about $507,417 at 4% or $338,278 at 6%; with 50% employer match about $338,278 at 4% or $225,519 at 6%; with 100% employer match about $253,708 at 4% or $169,139 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-30$4,160,178$297,454$9,915iApproximate average salary by contribution assumption: employee only about $247,878 at 4% or $165,252 at 6%; with 50% employer match about $165,252 at 4% or $110,168 at 6%; with 100% employer match about $123,939 at 4% or $82,626 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-30$1,171,039$311,446$10,382iApproximate average salary by contribution assumption: employee only about $259,538 at 4% or $173,026 at 6%; with 50% employer match about $173,026 at 4% or $115,350 at 6%; with 100% employer match about $129,769 at 4% or $86,513 at 6%.
2018231$3,865,974$440,729$14,217iApproximate average salary by contribution assumption: employee only about $355,427 at 4% or $236,951 at 6%; with 50% employer match about $236,951 at 4% or $157,967 at 6%; with 100% employer match about $177,713 at 4% or $118,476 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-31$3,121,065$239,632$7,730iApproximate average salary by contribution assumption: employee only about $193,252 at 4% or $128,834 at 6%; with 50% employer match about $128,834 at 4% or $85,890 at 6%; with 100% employer match about $96,626 at 4% or $64,417 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-28$744,909$201,097$7,182iApproximate average salary by contribution assumption: employee only about $179,551 at 4% or $119,701 at 6%; with 50% employer match about $119,701 at 4% or $79,800 at 6%; with 100% employer match about $89,775 at 4% or $59,850 at 6%.
2017224$3,556,808$606,112$25,255iApproximate average salary by contribution assumption: employee only about $631,367 at 4% or $420,911 at 6%; with 50% employer match about $420,911 at 4% or $280,607 at 6%; with 100% employer match about $315,683 at 4% or $210,456 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-23$2,968,275$206,112$8,961iApproximate average salary by contribution assumption: employee only about $224,035 at 4% or $149,357 at 6%; with 50% employer match about $149,357 at 4% or $99,571 at 6%; with 100% employer match about $112,017 at 4% or $74,678 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-24$588,533$400,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2016224$2,530,080$391,713$16,321iApproximate average salary by contribution assumption: employee only about $408,034 at 4% or $272,023 at 6%; with 50% employer match about $272,023 at 4% or $181,349 at 6%; with 100% employer match about $204,017 at 4% or $136,011 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-23$2,346,559$208,192$9,052iApproximate average salary by contribution assumption: employee only about $226,296 at 4% or $150,864 at 6%; with 50% employer match about $150,864 at 4% or $100,576 at 6%; with 100% employer match about $113,148 at 4% or $75,432 at 6%.
ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN-24$183,521$183,521$7,647iApproximate average salary by contribution assumption: employee only about $191,168 at 4% or $127,445 at 6%; with 50% employer match about $127,445 at 4% or $84,963 at 6%; with 100% employer match about $95,584 at 4% or $63,723 at 6%.
2015123$2,024,571$227,885$9,908iApproximate average salary by contribution assumption: employee only about $247,701 at 4% or $165,134 at 6%; with 50% employer match about $165,134 at 4% or $110,089 at 6%; with 100% employer match about $123,851 at 4% or $82,567 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-23$2,024,571$227,885$9,908iApproximate average salary by contribution assumption: employee only about $247,701 at 4% or $165,134 at 6%; with 50% employer match about $165,134 at 4% or $110,089 at 6%; with 100% employer match about $123,851 at 4% or $82,567 at 6%.
2014124$1,881,086$194,811$8,117iApproximate average salary by contribution assumption: employee only about $202,928 at 4% or $135,285 at 6%; with 50% employer match about $135,285 at 4% or $90,190 at 6%; with 100% employer match about $101,464 at 4% or $67,643 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-24$1,881,086$194,811$8,117iApproximate average salary by contribution assumption: employee only about $202,928 at 4% or $135,285 at 6%; with 50% employer match about $135,285 at 4% or $90,190 at 6%; with 100% employer match about $101,464 at 4% or $67,643 at 6%.
2013123$1,772,372$191,623$8,331iApproximate average salary by contribution assumption: employee only about $208,286 at 4% or $138,857 at 6%; with 50% employer match about $138,857 at 4% or $92,571 at 6%; with 100% employer match about $104,143 at 4% or $69,429 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-23$1,772,372$191,623$8,331iApproximate average salary by contribution assumption: employee only about $208,286 at 4% or $138,857 at 6%; with 50% employer match about $138,857 at 4% or $92,571 at 6%; with 100% employer match about $104,143 at 4% or $69,429 at 6%.
2012123$1,306,851$181,089$7,873iApproximate average salary by contribution assumption: employee only about $196,836 at 4% or $131,224 at 6%; with 50% employer match about $131,224 at 4% or $87,483 at 6%; with 100% employer match about $98,418 at 4% or $65,612 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-23$1,306,851$181,089$7,873iApproximate average salary by contribution assumption: employee only about $196,836 at 4% or $131,224 at 6%; with 50% employer match about $131,224 at 4% or $87,483 at 6%; with 100% employer match about $98,418 at 4% or $65,612 at 6%.
2011122$1,009,249$159,788$7,263iApproximate average salary by contribution assumption: employee only about $181,577 at 4% or $121,052 at 6%; with 50% employer match about $121,052 at 4% or $80,701 at 6%; with 100% employer match about $90,789 at 4% or $60,526 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-22$1,009,249$159,788$7,263iApproximate average salary by contribution assumption: employee only about $181,577 at 4% or $121,052 at 6%; with 50% employer match about $121,052 at 4% or $80,701 at 6%; with 100% employer match about $90,789 at 4% or $60,526 at 6%.
2010122$1,004,376$155,923$7,087iApproximate average salary by contribution assumption: employee only about $177,185 at 4% or $118,123 at 6%; with 50% employer match about $118,123 at 4% or $78,749 at 6%; with 100% employer match about $88,593 at 4% or $59,062 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-22$1,004,376$155,923$7,087iApproximate average salary by contribution assumption: employee only about $177,185 at 4% or $118,123 at 6%; with 50% employer match about $118,123 at 4% or $78,749 at 6%; with 100% employer match about $88,593 at 4% or $59,062 at 6%.
2009121$756,710$199,949$9,521iApproximate average salary by contribution assumption: employee only about $238,035 at 4% or $158,690 at 6%; with 50% employer match about $158,690 at 4% or $105,793 at 6%; with 100% employer match about $119,017 at 4% or $79,345 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-21$756,710$199,949$9,521iApproximate average salary by contribution assumption: employee only about $238,035 at 4% or $158,690 at 6%; with 50% employer match about $158,690 at 4% or $105,793 at 6%; with 100% employer match about $119,017 at 4% or $79,345 at 6%.
2008119$453,786$244,347$12,860iApproximate average salary by contribution assumption: employee only about $321,509 at 4% or $214,339 at 6%; with 50% employer match about $214,339 at 4% or $142,893 at 6%; with 100% employer match about $160,755 at 4% or $107,170 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-19$453,786$244,347$12,860iApproximate average salary by contribution assumption: employee only about $321,509 at 4% or $214,339 at 6%; with 50% employer match about $214,339 at 4% or $142,893 at 6%; with 100% employer match about $160,755 at 4% or $107,170 at 6%.
2007116$359,559$176,678$11,042iApproximate average salary by contribution assumption: employee only about $276,059 at 4% or $184,040 at 6%; with 50% employer match about $184,040 at 4% or $122,693 at 6%; with 100% employer match about $138,030 at 4% or $92,020 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-16$359,559$176,678$11,042iApproximate average salary by contribution assumption: employee only about $276,059 at 4% or $184,040 at 6%; with 50% employer match about $184,040 at 4% or $122,693 at 6%; with 100% employer match about $138,030 at 4% or $92,020 at 6%.
2006114$163,592$123,911$8,851iApproximate average salary by contribution assumption: employee only about $221,270 at 4% or $147,513 at 6%; with 50% employer match about $147,513 at 4% or $98,342 at 6%; with 100% employer match about $110,635 at 4% or $73,757 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-14$163,592$123,911$8,851iApproximate average salary by contribution assumption: employee only about $221,270 at 4% or $147,513 at 6%; with 50% employer match about $147,513 at 4% or $98,342 at 6%; with 100% employer match about $110,635 at 4% or $73,757 at 6%.
2005115$96,563$96,724$6,448iApproximate average salary by contribution assumption: employee only about $161,207 at 4% or $107,471 at 6%; with 50% employer match about $107,471 at 4% or $71,647 at 6%; with 100% employer match about $80,603 at 4% or $53,736 at 6%.
Roy M Rathe Associates Inc 401 K Profit Sharing Plan Trust-15$96,563$96,724$6,448iApproximate average salary by contribution assumption: employee only about $161,207 at 4% or $107,471 at 6%; with 50% employer match about $107,471 at 4% or $71,647 at 6%; with 100% employer match about $80,603 at 4% or $53,736 at 6%.