Civic Intelligence

Rochester Rotary Charitable

Plan context: Rochester Rotary Charitable 401(K) Profit Sharing and Trust

EIN 16-0778060 • Rochester, NY • 22 filings • 9 plans

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180 Linden Oaks, Suite 200Rochester, NY 14625
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$804,520

2024 Contributions

$40,435

Historical Graphs

Total Assets Over Time

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

$804,520$402,260$0200220142024YearValue
$804,520Latest year 2024

Participants Over Time

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

56280200220142024YearValue
6Latest 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
202416$804,520$40,435$6,739iApproximate average salary by contribution assumption: employee only about $168,479 at 4% or $112,319 at 6%; with 50% employer match about $112,319 at 4% or $74,880 at 6%; with 100% employer match about $84,240 at 4% or $56,160 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-6$804,520$40,435$6,739iApproximate average salary by contribution assumption: employee only about $168,479 at 4% or $112,319 at 6%; with 50% employer match about $112,319 at 4% or $74,880 at 6%; with 100% employer match about $84,240 at 4% or $56,160 at 6%.
202317$678,380$39,386$5,627iApproximate average salary by contribution assumption: employee only about $140,664 at 4% or $93,776 at 6%; with 50% employer match about $93,776 at 4% or $62,517 at 6%; with 100% employer match about $70,332 at 4% or $46,888 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-7$678,380$39,386$5,627iApproximate average salary by contribution assumption: employee only about $140,664 at 4% or $93,776 at 6%; with 50% employer match about $93,776 at 4% or $62,517 at 6%; with 100% employer match about $70,332 at 4% or $46,888 at 6%.
202217$538,240$118,899$16,986iApproximate average salary by contribution assumption: employee only about $424,639 at 4% or $283,093 at 6%; with 50% employer match about $283,093 at 4% or $188,729 at 6%; with 100% employer match about $212,320 at 4% or $141,546 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-7$538,240$118,899$16,986iApproximate average salary by contribution assumption: employee only about $424,639 at 4% or $283,093 at 6%; with 50% employer match about $283,093 at 4% or $188,729 at 6%; with 100% employer match about $212,320 at 4% or $141,546 at 6%.
202116$520,731$32,217$5,370iApproximate average salary by contribution assumption: employee only about $134,238 at 4% or $89,492 at 6%; with 50% employer match about $89,492 at 4% or $59,661 at 6%; with 100% employer match about $67,119 at 4% or $44,746 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-6$520,731$32,217$5,370iApproximate average salary by contribution assumption: employee only about $134,238 at 4% or $89,492 at 6%; with 50% employer match about $89,492 at 4% or $59,661 at 6%; with 100% employer match about $67,119 at 4% or $44,746 at 6%.
202015$426,923$28,510$5,702iApproximate average salary by contribution assumption: employee only about $142,550 at 4% or $95,033 at 6%; with 50% employer match about $95,033 at 4% or $63,356 at 6%; with 100% employer match about $71,275 at 4% or $47,517 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-5$426,923$28,510$5,702iApproximate average salary by contribution assumption: employee only about $142,550 at 4% or $95,033 at 6%; with 50% employer match about $95,033 at 4% or $63,356 at 6%; with 100% employer match about $71,275 at 4% or $47,517 at 6%.
201915$345,746$27,536$5,507iApproximate average salary by contribution assumption: employee only about $137,680 at 4% or $91,787 at 6%; with 50% employer match about $91,787 at 4% or $61,191 at 6%; with 100% employer match about $68,840 at 4% or $45,893 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-5$345,746$27,536$5,507iApproximate average salary by contribution assumption: employee only about $137,680 at 4% or $91,787 at 6%; with 50% employer match about $91,787 at 4% or $61,191 at 6%; with 100% employer match about $68,840 at 4% or $45,893 at 6%.
201815$275,125$26,361$5,272iApproximate average salary by contribution assumption: employee only about $131,805 at 4% or $87,870 at 6%; with 50% employer match about $87,870 at 4% or $58,580 at 6%; with 100% employer match about $65,903 at 4% or $43,935 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-5$275,125$26,361$5,272iApproximate average salary by contribution assumption: employee only about $131,805 at 4% or $87,870 at 6%; with 50% employer match about $87,870 at 4% or $58,580 at 6%; with 100% employer match about $65,903 at 4% or $43,935 at 6%.
201718$335,442$28,600$3,575iApproximate average salary by contribution assumption: employee only about $89,375 at 4% or $59,583 at 6%; with 50% employer match about $59,583 at 4% or $39,722 at 6%; with 100% employer match about $44,688 at 4% or $29,792 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-8$335,442$28,600$3,575iApproximate average salary by contribution assumption: employee only about $89,375 at 4% or $59,583 at 6%; with 50% employer match about $59,583 at 4% or $39,722 at 6%; with 100% employer match about $44,688 at 4% or $29,792 at 6%.
201617$251,922$36,773$5,253iApproximate average salary by contribution assumption: employee only about $131,332 at 4% or $87,555 at 6%; with 50% employer match about $87,555 at 4% or $58,370 at 6%; with 100% employer match about $65,666 at 4% or $43,777 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-7$251,922$36,773$5,253iApproximate average salary by contribution assumption: employee only about $131,332 at 4% or $87,555 at 6%; with 50% employer match about $87,555 at 4% or $58,370 at 6%; with 100% employer match about $65,666 at 4% or $43,777 at 6%.
201518$230,608$30,011$3,751iApproximate average salary by contribution assumption: employee only about $93,784 at 4% or $62,523 at 6%; with 50% employer match about $62,523 at 4% or $41,682 at 6%; with 100% employer match about $46,892 at 4% or $31,261 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-8$230,608$30,011$3,751iApproximate average salary by contribution assumption: employee only about $93,784 at 4% or $62,523 at 6%; with 50% employer match about $62,523 at 4% or $41,682 at 6%; with 100% employer match about $46,892 at 4% or $31,261 at 6%.
201416$207,179$23,745$3,958iApproximate average salary by contribution assumption: employee only about $98,938 at 4% or $65,958 at 6%; with 50% employer match about $65,958 at 4% or $43,972 at 6%; with 100% employer match about $49,469 at 4% or $32,979 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-6$207,179$23,745$3,958iApproximate average salary by contribution assumption: employee only about $98,938 at 4% or $65,958 at 6%; with 50% employer match about $65,958 at 4% or $43,972 at 6%; with 100% employer match about $49,469 at 4% or $32,979 at 6%.
201316$240,976$20,521$3,420iApproximate average salary by contribution assumption: employee only about $85,504 at 4% or $57,003 at 6%; with 50% employer match about $57,003 at 4% or $38,002 at 6%; with 100% employer match about $42,752 at 4% or $28,501 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-6$240,976$20,521$3,420iApproximate average salary by contribution assumption: employee only about $85,504 at 4% or $57,003 at 6%; with 50% employer match about $57,003 at 4% or $38,002 at 6%; with 100% employer match about $42,752 at 4% or $28,501 at 6%.
201216$224,102$19,995$3,333iApproximate average salary by contribution assumption: employee only about $83,313 at 4% or $55,542 at 6%; with 50% employer match about $55,542 at 4% or $37,028 at 6%; with 100% employer match about $41,656 at 4% or $27,771 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-6$224,102$19,995$3,333iApproximate average salary by contribution assumption: employee only about $83,313 at 4% or $55,542 at 6%; with 50% employer match about $55,542 at 4% or $37,028 at 6%; with 100% employer match about $41,656 at 4% or $27,771 at 6%.
201116$184,980$24,673$4,112iApproximate average salary by contribution assumption: employee only about $102,804 at 4% or $68,536 at 6%; with 50% employer match about $68,536 at 4% or $45,691 at 6%; with 100% employer match about $51,402 at 4% or $34,268 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-6$184,980$24,673$4,112iApproximate average salary by contribution assumption: employee only about $102,804 at 4% or $68,536 at 6%; with 50% employer match about $68,536 at 4% or $45,691 at 6%; with 100% employer match about $51,402 at 4% or $34,268 at 6%.
201015$170,415$26,247$5,249iApproximate average salary by contribution assumption: employee only about $131,235 at 4% or $87,490 at 6%; with 50% employer match about $87,490 at 4% or $58,327 at 6%; with 100% employer match about $65,618 at 4% or $43,745 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-5$170,415$26,247$5,249iApproximate average salary by contribution assumption: employee only about $131,235 at 4% or $87,490 at 6%; with 50% employer match about $87,490 at 4% or $58,327 at 6%; with 100% employer match about $65,618 at 4% or $43,745 at 6%.
200915$157,459$26,183$5,237iApproximate average salary by contribution assumption: employee only about $130,915 at 4% or $87,277 at 6%; with 50% employer match about $87,277 at 4% or $58,184 at 6%; with 100% employer match about $65,458 at 4% or $43,638 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-5$157,459$26,183$5,237iApproximate average salary by contribution assumption: employee only about $130,915 at 4% or $87,277 at 6%; with 50% employer match about $87,277 at 4% or $58,184 at 6%; with 100% employer match about $65,458 at 4% or $43,638 at 6%.
2008156$130,745$24,970$446iApproximate average salary by contribution assumption: employee only about $11,147 at 4% or $7,432 at 6%; with 50% employer match about $7,432 at 4% or $4,954 at 6%; with 100% employer match about $5,574 at 4% or $3,716 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-56$130,745$24,970$446iApproximate average salary by contribution assumption: employee only about $11,147 at 4% or $7,432 at 6%; with 50% employer match about $7,432 at 4% or $4,954 at 6%; with 100% employer match about $5,574 at 4% or $3,716 at 6%.
2007155$154,753$26,369$479iApproximate average salary by contribution assumption: employee only about $11,986 at 4% or $7,991 at 6%; with 50% employer match about $7,991 at 4% or $5,327 at 6%; with 100% employer match about $5,993 at 4% or $3,995 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-55$154,753$26,369$479iApproximate average salary by contribution assumption: employee only about $11,986 at 4% or $7,991 at 6%; with 50% employer match about $7,991 at 4% or $5,327 at 6%; with 100% employer match about $5,993 at 4% or $3,995 at 6%.
2006156$118,434$20,675$369iApproximate average salary by contribution assumption: employee only about $9,230 at 4% or $6,153 at 6%; with 50% employer match about $6,153 at 4% or $4,102 at 6%; with 100% employer match about $4,615 at 4% or $3,077 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-56$118,434$20,675$369iApproximate average salary by contribution assumption: employee only about $9,230 at 4% or $6,153 at 6%; with 50% employer match about $6,153 at 4% or $4,102 at 6%; with 100% employer match about $4,615 at 4% or $3,077 at 6%.
2005156$93,161$26,136$467iApproximate average salary by contribution assumption: employee only about $11,668 at 4% or $7,779 at 6%; with 50% employer match about $7,779 at 4% or $5,186 at 6%; with 100% employer match about $5,834 at 4% or $3,889 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-56$93,161$26,136$467iApproximate average salary by contribution assumption: employee only about $11,668 at 4% or $7,779 at 6%; with 50% employer match about $7,779 at 4% or $5,186 at 6%; with 100% employer match about $5,834 at 4% or $3,889 at 6%.
2003154$35,873$20,882$387iApproximate average salary by contribution assumption: employee only about $9,668 at 4% or $6,445 at 6%; with 50% employer match about $6,445 at 4% or $4,297 at 6%; with 100% employer match about $4,834 at 4% or $3,223 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-54$35,873$20,882$387iApproximate average salary by contribution assumption: employee only about $9,668 at 4% or $6,445 at 6%; with 50% employer match about $6,445 at 4% or $4,297 at 6%; with 100% employer match about $4,834 at 4% or $3,223 at 6%.
200216$11,607$11,817$1,970iApproximate average salary by contribution assumption: employee only about $49,238 at 4% or $32,825 at 6%; with 50% employer match about $32,825 at 4% or $21,883 at 6%; with 100% employer match about $24,619 at 4% or $16,413 at 6%.
Rochester Rotary Charitable 401(K) Profit Sharing and Trust-6$11,607$11,817$1,970iApproximate average salary by contribution assumption: employee only about $49,238 at 4% or $32,825 at 6%; with 50% employer match about $32,825 at 4% or $21,883 at 6%; with 100% employer match about $24,619 at 4% or $16,413 at 6%.