Civic Intelligence

Felix Roma & Sons Inc

Plan context: Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust

EIN 16-0961950 • Endicott, NY • 23 filings • 6 plans

2 Page Ave.PO Box 5547Endicott, NY 13763
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$233,210

2023 Contributions

$15,440

Historical Graphs

Total Assets Over Time

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

$974,173$487,087$0199920132023YearValue
$233,210Latest year 2023

Participants Over Time

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

47240199920132023YearValue
7Latest year 2023

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
202327$233,210$15,440$2,206iApproximate average salary by contribution assumption: employee only about $55,143 at 4% or $36,762 at 6%; with 50% employer match about $36,762 at 4% or $24,508 at 6%; with 100% employer match about $27,571 at 4% or $18,381 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-7$233,210$13,281$1,897iApproximate average salary by contribution assumption: employee only about $47,432 at 4% or $31,621 at 6%; with 50% employer match about $31,621 at 4% or $21,081 at 6%; with 100% employer match about $23,716 at 4% or $15,811 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-0$0$2,159-
2022117$899,481$32,521$1,913iApproximate average salary by contribution assumption: employee only about $47,825 at 4% or $31,883 at 6%; with 50% employer match about $31,883 at 4% or $21,256 at 6%; with 100% employer match about $23,913 at 4% or $15,942 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-17$899,481$32,521$1,913iApproximate average salary by contribution assumption: employee only about $47,825 at 4% or $31,883 at 6%; with 50% employer match about $31,883 at 4% or $21,256 at 6%; with 100% employer match about $23,913 at 4% or $15,942 at 6%.
2021116$974,173$36,779$2,299iApproximate average salary by contribution assumption: employee only about $57,467 at 4% or $38,311 at 6%; with 50% employer match about $38,311 at 4% or $25,541 at 6%; with 100% employer match about $28,734 at 4% or $19,156 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-16$974,173$36,779$2,299iApproximate average salary by contribution assumption: employee only about $57,467 at 4% or $38,311 at 6%; with 50% employer match about $38,311 at 4% or $25,541 at 6%; with 100% employer match about $28,734 at 4% or $19,156 at 6%.
2020117$959,744$34,590$2,035iApproximate average salary by contribution assumption: employee only about $50,868 at 4% or $33,912 at 6%; with 50% employer match about $33,912 at 4% or $22,608 at 6%; with 100% employer match about $25,434 at 4% or $16,956 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-17$959,744$34,590$2,035iApproximate average salary by contribution assumption: employee only about $50,868 at 4% or $33,912 at 6%; with 50% employer match about $33,912 at 4% or $22,608 at 6%; with 100% employer match about $25,434 at 4% or $16,956 at 6%.
2019117$949,970$35,779$2,105iApproximate average salary by contribution assumption: employee only about $52,616 at 4% or $35,077 at 6%; with 50% employer match about $35,077 at 4% or $23,385 at 6%; with 100% employer match about $26,308 at 4% or $17,539 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-17$949,970$35,779$2,105iApproximate average salary by contribution assumption: employee only about $52,616 at 4% or $35,077 at 6%; with 50% employer match about $35,077 at 4% or $23,385 at 6%; with 100% employer match about $26,308 at 4% or $17,539 at 6%.
2018120$841,864$35,229$1,761iApproximate average salary by contribution assumption: employee only about $44,036 at 4% or $29,358 at 6%; with 50% employer match about $29,358 at 4% or $19,572 at 6%; with 100% employer match about $22,018 at 4% or $14,679 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-20$841,864$35,229$1,761iApproximate average salary by contribution assumption: employee only about $44,036 at 4% or $29,358 at 6%; with 50% employer match about $29,358 at 4% or $19,572 at 6%; with 100% employer match about $22,018 at 4% or $14,679 at 6%.
2017123$857,624$30,502$1,326iApproximate average salary by contribution assumption: employee only about $33,154 at 4% or $22,103 at 6%; with 50% employer match about $22,103 at 4% or $14,735 at 6%; with 100% employer match about $16,577 at 4% or $11,051 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-23$857,624$30,502$1,326iApproximate average salary by contribution assumption: employee only about $33,154 at 4% or $22,103 at 6%; with 50% employer match about $22,103 at 4% or $14,735 at 6%; with 100% employer match about $16,577 at 4% or $11,051 at 6%.
2016124$749,839$31,638$1,318iApproximate average salary by contribution assumption: employee only about $32,956 at 4% or $21,971 at 6%; with 50% employer match about $21,971 at 4% or $14,647 at 6%; with 100% employer match about $16,478 at 4% or $10,985 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-24$749,839$31,638$1,318iApproximate average salary by contribution assumption: employee only about $32,956 at 4% or $21,971 at 6%; with 50% employer match about $21,971 at 4% or $14,647 at 6%; with 100% employer match about $16,478 at 4% or $10,985 at 6%.
2015124$718,204$30,274$1,261iApproximate average salary by contribution assumption: employee only about $31,535 at 4% or $21,024 at 6%; with 50% employer match about $21,024 at 4% or $14,016 at 6%; with 100% employer match about $15,768 at 4% or $10,512 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-24$718,204$30,274$1,261iApproximate average salary by contribution assumption: employee only about $31,535 at 4% or $21,024 at 6%; with 50% employer match about $21,024 at 4% or $14,016 at 6%; with 100% employer match about $15,768 at 4% or $10,512 at 6%.
2014123$698,706$25,647$1,115iApproximate average salary by contribution assumption: employee only about $27,877 at 4% or $18,585 at 6%; with 50% employer match about $18,585 at 4% or $12,390 at 6%; with 100% employer match about $13,939 at 4% or $9,292 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-23$698,706$25,647$1,115iApproximate average salary by contribution assumption: employee only about $27,877 at 4% or $18,585 at 6%; with 50% employer match about $18,585 at 4% or $12,390 at 6%; with 100% employer match about $13,939 at 4% or $9,292 at 6%.
2013123$645,932$21,597$939iApproximate average salary by contribution assumption: employee only about $23,475 at 4% or $15,650 at 6%; with 50% employer match about $15,650 at 4% or $10,433 at 6%; with 100% employer match about $11,738 at 4% or $7,825 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-23$645,932$21,597$939iApproximate average salary by contribution assumption: employee only about $23,475 at 4% or $15,650 at 6%; with 50% employer match about $15,650 at 4% or $10,433 at 6%; with 100% employer match about $11,738 at 4% or $7,825 at 6%.
2012123$542,788$22,073$960iApproximate average salary by contribution assumption: employee only about $23,992 at 4% or $15,995 at 6%; with 50% employer match about $15,995 at 4% or $10,663 at 6%; with 100% employer match about $11,996 at 4% or $7,997 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-23$542,788$22,073$960iApproximate average salary by contribution assumption: employee only about $23,992 at 4% or $15,995 at 6%; with 50% employer match about $15,995 at 4% or $10,663 at 6%; with 100% employer match about $11,996 at 4% or $7,997 at 6%.
2011126$519,429$22,705$873iApproximate average salary by contribution assumption: employee only about $21,832 at 4% or $14,554 at 6%; with 50% employer match about $14,554 at 4% or $9,703 at 6%; with 100% employer match about $10,916 at 4% or $7,277 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-26$519,429$22,705$873iApproximate average salary by contribution assumption: employee only about $21,832 at 4% or $14,554 at 6%; with 50% employer match about $14,554 at 4% or $9,703 at 6%; with 100% employer match about $10,916 at 4% or $7,277 at 6%.
2010133$525,478$23,726$719iApproximate average salary by contribution assumption: employee only about $17,974 at 4% or $11,983 at 6%; with 50% employer match about $11,983 at 4% or $7,989 at 6%; with 100% employer match about $8,987 at 4% or $5,991 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-33$525,478$23,726$719iApproximate average salary by contribution assumption: employee only about $17,974 at 4% or $11,983 at 6%; with 50% employer match about $11,983 at 4% or $7,989 at 6%; with 100% employer match about $8,987 at 4% or $5,991 at 6%.
2009132$448,188$35,044$1,095iApproximate average salary by contribution assumption: employee only about $27,378 at 4% or $18,252 at 6%; with 50% employer match about $18,252 at 4% or $12,168 at 6%; with 100% employer match about $13,689 at 4% or $9,126 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-32$448,188$35,044$1,095iApproximate average salary by contribution assumption: employee only about $27,378 at 4% or $18,252 at 6%; with 50% employer match about $18,252 at 4% or $12,168 at 6%; with 100% employer match about $13,689 at 4% or $9,126 at 6%.
2008135$422,210$44,494$1,271iApproximate average salary by contribution assumption: employee only about $31,781 at 4% or $21,188 at 6%; with 50% employer match about $21,188 at 4% or $14,125 at 6%; with 100% employer match about $15,891 at 4% or $10,594 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-35$422,210$44,494$1,271iApproximate average salary by contribution assumption: employee only about $31,781 at 4% or $21,188 at 6%; with 50% employer match about $21,188 at 4% or $14,125 at 6%; with 100% employer match about $15,891 at 4% or $10,594 at 6%.
2007143$533,184$54,388$1,265iApproximate average salary by contribution assumption: employee only about $31,621 at 4% or $21,081 at 6%; with 50% employer match about $21,081 at 4% or $14,054 at 6%; with 100% employer match about $15,810 at 4% or $10,540 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-43$533,184$54,388$1,265iApproximate average salary by contribution assumption: employee only about $31,621 at 4% or $21,081 at 6%; with 50% employer match about $21,081 at 4% or $14,054 at 6%; with 100% employer match about $15,810 at 4% or $10,540 at 6%.
2006147$524,256$74,333$1,582iApproximate average salary by contribution assumption: employee only about $39,539 at 4% or $26,359 at 6%; with 50% employer match about $26,359 at 4% or $17,573 at 6%; with 100% employer match about $19,769 at 4% or $13,180 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-47$524,256$74,333$1,582iApproximate average salary by contribution assumption: employee only about $39,539 at 4% or $26,359 at 6%; with 50% employer match about $26,359 at 4% or $17,573 at 6%; with 100% employer match about $19,769 at 4% or $13,180 at 6%.
2004140$578,099$92,505$2,313iApproximate average salary by contribution assumption: employee only about $57,816 at 4% or $38,544 at 6%; with 50% employer match about $38,544 at 4% or $25,696 at 6%; with 100% employer match about $28,908 at 4% or $19,272 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-40$578,099$92,505$2,313iApproximate average salary by contribution assumption: employee only about $57,816 at 4% or $38,544 at 6%; with 50% employer match about $38,544 at 4% or $25,696 at 6%; with 100% employer match about $28,908 at 4% or $19,272 at 6%.
2001144$307,601$96,984$2,204iApproximate average salary by contribution assumption: employee only about $55,105 at 4% or $36,736 at 6%; with 50% employer match about $36,736 at 4% or $24,491 at 6%; with 100% employer match about $27,552 at 4% or $18,368 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-44$307,601$96,984$2,204iApproximate average salary by contribution assumption: employee only about $55,105 at 4% or $36,736 at 6%; with 50% employer match about $36,736 at 4% or $24,491 at 6%; with 100% employer match about $27,552 at 4% or $18,368 at 6%.
2000143$212,216$131,030$3,047iApproximate average salary by contribution assumption: employee only about $76,180 at 4% or $50,787 at 6%; with 50% employer match about $50,787 at 4% or $33,858 at 6%; with 100% employer match about $38,090 at 4% or $25,393 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-43$212,216$131,030$3,047iApproximate average salary by contribution assumption: employee only about $76,180 at 4% or $50,787 at 6%; with 50% employer match about $50,787 at 4% or $33,858 at 6%; with 100% employer match about $38,090 at 4% or $25,393 at 6%.
1999144$88,669$81,556$1,854iApproximate average salary by contribution assumption: employee only about $46,339 at 4% or $30,892 at 6%; with 50% employer match about $30,892 at 4% or $20,595 at 6%; with 100% employer match about $23,169 at 4% or $15,446 at 6%.
Felix Roma & Sons Inc 401K Profit Sharing Plan & Trust-44$88,669$81,556$1,854iApproximate average salary by contribution assumption: employee only about $46,339 at 4% or $30,892 at 6%; with 50% employer match about $30,892 at 4% or $20,595 at 6%; with 100% employer match about $23,169 at 4% or $15,446 at 6%.