Civic Intelligence

Round Hill Asset Management

Plan context: Round Hill Asset Management Retirement Db Plan & Trust

EIN 13-3337981 • Pasadena, CA • 34 filings • 2 plans

180 South Lake Avenue, Suite 305Pasadena, CA 91101
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$8,356,632

2024 Contributions

$199,447

Historical Graphs

Total Assets Over Time

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

$8,356,632$4,178,316$0200820162024YearValue
$8,356,632Latest year 2024

Participants Over Time

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

950200820162024YearValue
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
202427$8,356,632$199,447$28,492iApproximate average salary by contribution assumption: employee only about $712,311 at 4% or $474,874 at 6%; with 50% employer match about $474,874 at 4% or $316,583 at 6%; with 100% employer match about $356,155 at 4% or $237,437 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-6$6,262,839$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$2,093,793$199,447$28,492iApproximate average salary by contribution assumption: employee only about $712,311 at 4% or $474,874 at 6%; with 50% employer match about $474,874 at 4% or $316,583 at 6%; with 100% employer match about $356,155 at 4% or $237,437 at 6%.
202329$8,120,036$246,175$27,353iApproximate average salary by contribution assumption: employee only about $683,819 at 4% or $455,880 at 6%; with 50% employer match about $455,880 at 4% or $303,920 at 6%; with 100% employer match about $341,910 at 4% or $227,940 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-8$5,562,130$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-9$2,557,906$246,175$27,353iApproximate average salary by contribution assumption: employee only about $683,819 at 4% or $455,880 at 6%; with 50% employer match about $455,880 at 4% or $303,920 at 6%; with 100% employer match about $341,910 at 4% or $227,940 at 6%.
202227$7,040,314$209,947$29,992iApproximate average salary by contribution assumption: employee only about $749,811 at 4% or $499,874 at 6%; with 50% employer match about $499,874 at 4% or $333,249 at 6%; with 100% employer match about $374,905 at 4% or $249,937 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-5$4,939,048$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$2,101,266$209,947$29,992iApproximate average salary by contribution assumption: employee only about $749,811 at 4% or $499,874 at 6%; with 50% employer match about $499,874 at 4% or $333,249 at 6%; with 100% employer match about $374,905 at 4% or $249,937 at 6%.
202128$8,153,131$165,815$20,727iApproximate average salary by contribution assumption: employee only about $518,172 at 4% or $345,448 at 6%; with 50% employer match about $345,448 at 4% or $230,299 at 6%; with 100% employer match about $259,086 at 4% or $172,724 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-6$5,596,227$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-8$2,556,904$165,815$20,727iApproximate average salary by contribution assumption: employee only about $518,172 at 4% or $345,448 at 6%; with 50% employer match about $345,448 at 4% or $230,299 at 6%; with 100% employer match about $259,086 at 4% or $172,724 at 6%.
202027$7,490,879$138,712$19,816iApproximate average salary by contribution assumption: employee only about $495,400 at 4% or $330,267 at 6%; with 50% employer match about $330,267 at 4% or $220,178 at 6%; with 100% employer match about $247,700 at 4% or $165,133 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-7$5,091,076$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$2,399,803$138,712$19,816iApproximate average salary by contribution assumption: employee only about $495,400 at 4% or $330,267 at 6%; with 50% employer match about $330,267 at 4% or $220,178 at 6%; with 100% employer match about $247,700 at 4% or $165,133 at 6%.
201927$6,530,432$168,748$24,107iApproximate average salary by contribution assumption: employee only about $602,671 at 4% or $401,781 at 6%; with 50% employer match about $401,781 at 4% or $267,854 at 6%; with 100% employer match about $301,336 at 4% or $200,890 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-7$4,546,515$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$1,983,917$168,748$24,107iApproximate average salary by contribution assumption: employee only about $602,671 at 4% or $401,781 at 6%; with 50% employer match about $401,781 at 4% or $267,854 at 6%; with 100% employer match about $301,336 at 4% or $200,890 at 6%.
201829$5,239,082$147,534$16,393iApproximate average salary by contribution assumption: employee only about $409,817 at 4% or $273,211 at 6%; with 50% employer match about $273,211 at 4% or $182,141 at 6%; with 100% employer match about $204,908 at 4% or $136,606 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-9$3,722,503$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$1,516,579$147,534$21,076iApproximate average salary by contribution assumption: employee only about $526,907 at 4% or $351,271 at 6%; with 50% employer match about $351,271 at 4% or $234,181 at 6%; with 100% employer match about $263,454 at 4% or $175,636 at 6%.
201728$5,071,730$154,010$19,251iApproximate average salary by contribution assumption: employee only about $481,281 at 4% or $320,854 at 6%; with 50% employer match about $320,854 at 4% or $213,903 at 6%; with 100% employer match about $240,641 at 4% or $160,427 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-8$3,658,003$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-6$1,413,727$154,010$25,668iApproximate average salary by contribution assumption: employee only about $641,708 at 4% or $427,806 at 6%; with 50% employer match about $427,806 at 4% or $285,204 at 6%; with 100% employer match about $320,854 at 4% or $213,903 at 6%.
201628$4,586,921$156,429$19,554iApproximate average salary by contribution assumption: employee only about $488,841 at 4% or $325,894 at 6%; with 50% employer match about $325,894 at 4% or $217,263 at 6%; with 100% employer match about $244,420 at 4% or $162,947 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-8$3,273,158$0-
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-8$1,313,763$156,429$19,554iApproximate average salary by contribution assumption: employee only about $488,841 at 4% or $325,894 at 6%; with 50% employer match about $325,894 at 4% or $217,263 at 6%; with 100% employer match about $244,420 at 4% or $162,947 at 6%.
201527$4,140,631$460,472$65,782iApproximate average salary by contribution assumption: employee only about $1,644,543 at 4% or $1,096,362 at 6%; with 50% employer match about $1,096,362 at 4% or $730,908 at 6%; with 100% employer match about $822,271 at 4% or $548,181 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-7$2,999,948$316,084$45,155iApproximate average salary by contribution assumption: employee only about $1,128,871 at 4% or $752,581 at 6%; with 50% employer match about $752,581 at 4% or $501,721 at 6%; with 100% employer match about $564,436 at 4% or $376,290 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$1,140,683$144,388$20,627iApproximate average salary by contribution assumption: employee only about $515,671 at 4% or $343,781 at 6%; with 50% employer match about $343,781 at 4% or $229,187 at 6%; with 100% employer match about $257,836 at 4% or $171,890 at 6%.
201427$3,549,914$468,262$66,895iApproximate average salary by contribution assumption: employee only about $1,672,364 at 4% or $1,114,910 at 6%; with 50% employer match about $1,114,910 at 4% or $743,273 at 6%; with 100% employer match about $836,182 at 4% or $557,455 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-7$2,574,992$321,268$45,895iApproximate average salary by contribution assumption: employee only about $1,147,386 at 4% or $764,924 at 6%; with 50% employer match about $764,924 at 4% or $509,949 at 6%; with 100% employer match about $573,693 at 4% or $382,462 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$974,922$146,994$20,999iApproximate average salary by contribution assumption: employee only about $524,979 at 4% or $349,986 at 6%; with 50% employer match about $349,986 at 4% or $233,324 at 6%; with 100% employer match about $262,489 at 4% or $174,993 at 6%.
201327$2,825,827$359,130$51,304iApproximate average salary by contribution assumption: employee only about $1,282,607 at 4% or $855,071 at 6%; with 50% employer match about $855,071 at 4% or $570,048 at 6%; with 100% employer match about $641,304 at 4% or $427,536 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-7$1,969,593$193,038$27,577iApproximate average salary by contribution assumption: employee only about $689,421 at 4% or $459,614 at 6%; with 50% employer match about $459,614 at 4% or $306,410 at 6%; with 100% employer match about $344,711 at 4% or $229,807 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$856,234$166,092$23,727iApproximate average salary by contribution assumption: employee only about $593,186 at 4% or $395,457 at 6%; with 50% employer match about $395,457 at 4% or $263,638 at 6%; with 100% employer match about $296,593 at 4% or $197,729 at 6%.
201227$1,898,858$388,152$55,450iApproximate average salary by contribution assumption: employee only about $1,386,257 at 4% or $924,171 at 6%; with 50% employer match about $924,171 at 4% or $616,114 at 6%; with 100% employer match about $693,129 at 4% or $462,086 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-7$1,370,481$266,025$38,004iApproximate average salary by contribution assumption: employee only about $950,089 at 4% or $633,393 at 6%; with 50% employer match about $633,393 at 4% or $422,262 at 6%; with 100% employer match about $475,045 at 4% or $316,696 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$528,377$122,127$17,447iApproximate average salary by contribution assumption: employee only about $436,168 at 4% or $290,779 at 6%; with 50% employer match about $290,779 at 4% or $193,852 at 6%; with 100% employer match about $218,084 at 4% or $145,389 at 6%.
201127$1,245,893$410,855$58,694iApproximate average salary by contribution assumption: employee only about $1,467,339 at 4% or $978,226 at 6%; with 50% employer match about $978,226 at 4% or $652,151 at 6%; with 100% employer match about $733,670 at 4% or $489,113 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-7$906,090$317,531$45,362iApproximate average salary by contribution assumption: employee only about $1,134,039 at 4% or $756,026 at 6%; with 50% employer match about $756,026 at 4% or $504,017 at 6%; with 100% employer match about $567,020 at 4% or $378,013 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-7$339,803$93,324$13,332iApproximate average salary by contribution assumption: employee only about $333,300 at 4% or $222,200 at 6%; with 50% employer match about $222,200 at 4% or $148,133 at 6%; with 100% employer match about $166,650 at 4% or $111,100 at 6%.
201028$814,225$397,191$49,649iApproximate average salary by contribution assumption: employee only about $1,241,222 at 4% or $827,481 at 6%; with 50% employer match about $827,481 at 4% or $551,654 at 6%; with 100% employer match about $620,611 at 4% or $413,741 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-8$573,352$321,587$40,198iApproximate average salary by contribution assumption: employee only about $1,004,959 at 4% or $669,973 at 6%; with 50% employer match about $669,973 at 4% or $446,649 at 6%; with 100% employer match about $502,480 at 4% or $334,986 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-8$240,873$75,604$9,451iApproximate average salary by contribution assumption: employee only about $236,263 at 4% or $157,508 at 6%; with 50% employer match about $157,508 at 4% or $105,006 at 6%; with 100% employer match about $118,131 at 4% or $78,754 at 6%.
200928$380,242$182,403$22,800iApproximate average salary by contribution assumption: employee only about $570,009 at 4% or $380,006 at 6%; with 50% employer match about $380,006 at 4% or $253,338 at 6%; with 100% employer match about $285,005 at 4% or $190,003 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-8$229,017$108,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-8$151,225$74,403$9,300iApproximate average salary by contribution assumption: employee only about $232,509 at 4% or $155,006 at 6%; with 50% employer match about $155,006 at 4% or $103,338 at 6%; with 100% employer match about $116,255 at 4% or $77,503 at 6%.
200828$190,601$190,598$23,825iApproximate average salary by contribution assumption: employee only about $595,619 at 4% or $397,079 at 6%; with 50% employer match about $397,079 at 4% or $264,719 at 6%; with 100% employer match about $297,809 at 4% or $198,540 at 6%.
Round Hill Asset Management Retirement Db Plan & Trust-8$116,630$116,630$14,579iApproximate average salary by contribution assumption: employee only about $364,469 at 4% or $242,979 at 6%; with 50% employer match about $242,979 at 4% or $161,986 at 6%; with 100% employer match about $182,234 at 4% or $121,490 at 6%.
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST-8$73,971$73,968$9,246iApproximate average salary by contribution assumption: employee only about $231,150 at 4% or $154,100 at 6%; with 50% employer match about $154,100 at 4% or $102,733 at 6%; with 100% employer match about $115,575 at 4% or $77,050 at 6%.