Civic Intelligence

Lisa Booth Mgt. Inc

Plan context: Lisa Rooth Management Inc Profit Sharing Keogh Plan

EIN 13-3187755 • Riverside, CT • 22 filings • 6 plans

22 Miltiades AvenueRiverside, CT 06878
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$414,859

2020 Contributions

$12,000

Historical Graphs

Total Assets Over Time

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

$414,859$207,430$0199920102019YearValue
$414,859Latest year 2019

Participants Over Time

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

210199920092019YearValue
2Latest year 2019

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
202010$0$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-0$0$0-
201912$414,859$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$414,859$0-
201812$317,248$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$317,248$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201712$336,462$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$336,462$0-
201612$306,932$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$306,932$0-
201512$296,555$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$296,555$0-
201412$325,370$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$325,370$0-
201312$324,785$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$324,785$0-
201212$245,661$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$245,661$0-
201112$212,406$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$212,406$0-
201012$223,939$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$223,939$0-
200912$193,463$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$193,463$0-
200812$142,323$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$142,323--
200712$220,572$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$220,572--
200612$221,133$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$221,133$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200512$154,076$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$154,076$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200412$105,985$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$105,985$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200312$85,088$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$85,088--
200212$77,420$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$77,420$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200112$0$0-
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2---
200012$82,993$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$82,993$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
199912$64,611$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Lisa Rooth Management Inc Profit Sharing Keogh Plan-2$64,611$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.