Fox & Roach/Trident Limited Partnership
Plan context: Fox & Roach/Trident 401(K) and Profit Sharing Plan
EIN 20-0378305 • Devon, PA • 23 filings • 7 plans
Current Snapshot
Latest Year
2013
2013 Participants
688
2013 Assets
$32,688,283
2013 Contributions
$2,696,605
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $2,696,605 | - |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 0 | - | $2,696,605 | - |
| 2012 | 2 | 688 | $32,688,283 | $2,607,069 | $3,789iApproximate average salary by contribution assumption: employee only about $94,734 at 4% or $63,156 at 6%; with 50% employer match about $63,156 at 4% or $42,104 at 6%; with 100% employer match about $47,367 at 4% or $31,578 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 688 | $32,688,283 | $2,607,069 | $3,789iApproximate average salary by contribution assumption: employee only about $94,734 at 4% or $63,156 at 6%; with 50% employer match about $63,156 at 4% or $42,104 at 6%; with 100% employer match about $47,367 at 4% or $31,578 at 6%. |
| FOX AND ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 422 | - | - | - |
| 2011 | 2 | 661 | $28,440,231 | $2,294,289 | $3,471iApproximate average salary by contribution assumption: employee only about $86,773 at 4% or $57,849 at 6%; with 50% employer match about $57,849 at 4% or $38,566 at 6%; with 100% employer match about $43,387 at 4% or $28,924 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 661 | $28,440,231 | $2,294,289 | $3,471iApproximate average salary by contribution assumption: employee only about $86,773 at 4% or $57,849 at 6%; with 50% employer match about $57,849 at 4% or $38,566 at 6%; with 100% employer match about $43,387 at 4% or $28,924 at 6%. |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 433 | - | - | - |
| 2010 | 3 | 739 | $30,302,347 | $2,643,062 | $3,577iApproximate average salary by contribution assumption: employee only about $89,413 at 4% or $59,609 at 6%; with 50% employer match about $59,609 at 4% or $39,739 at 6%; with 100% employer match about $44,707 at 4% or $29,804 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 739 | $30,302,347 | $2,643,062 | $3,577iApproximate average salary by contribution assumption: employee only about $89,413 at 4% or $59,609 at 6%; with 50% employer match about $59,609 at 4% or $39,739 at 6%; with 100% employer match about $44,707 at 4% or $29,804 at 6%. |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 513 | - | - | - |
| FOX & ROACH/TRIDENT LIMITED PARTNERSHIP 125 BEENFIT PLAN | - | 89 | - | - | - |
| 2009 | 2 | 717 | $25,746,795 | $2,518,261 | $3,512iApproximate average salary by contribution assumption: employee only about $87,805 at 4% or $58,537 at 6%; with 50% employer match about $58,537 at 4% or $39,025 at 6%; with 100% employer match about $43,903 at 4% or $29,268 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 717 | $25,746,795 | $2,518,261 | $3,512iApproximate average salary by contribution assumption: employee only about $87,805 at 4% or $58,537 at 6%; with 50% employer match about $58,537 at 4% or $39,025 at 6%; with 100% employer match about $43,903 at 4% or $29,268 at 6%. |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 480 | - | - | - |
| 2008 | 2 | 745 | $20,095,178 | $2,920,899 | $3,921iApproximate average salary by contribution assumption: employee only about $98,017 at 4% or $65,344 at 6%; with 50% employer match about $65,344 at 4% or $43,563 at 6%; with 100% employer match about $49,008 at 4% or $32,672 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 745 | $20,095,178 | $2,920,899 | $3,921iApproximate average salary by contribution assumption: employee only about $98,017 at 4% or $65,344 at 6%; with 50% employer match about $65,344 at 4% or $43,563 at 6%; with 100% employer match about $49,008 at 4% or $32,672 at 6%. |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 656 | - | - | - |
| 2007 | 2 | 734 | $28,085,627 | $3,173,002 | $4,323iApproximate average salary by contribution assumption: employee only about $108,072 at 4% or $72,048 at 6%; with 50% employer match about $72,048 at 4% or $48,032 at 6%; with 100% employer match about $54,036 at 4% or $36,024 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 734 | $28,085,627 | $3,173,002 | $4,323iApproximate average salary by contribution assumption: employee only about $108,072 at 4% or $72,048 at 6%; with 50% employer match about $72,048 at 4% or $48,032 at 6%; with 100% employer match about $54,036 at 4% or $36,024 at 6%. |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 718 | - | - | - |
| 2006 | 2 | 890 | $24,426,336 | $2,677,447 | $3,008iApproximate average salary by contribution assumption: employee only about $75,209 at 4% or $50,139 at 6%; with 50% employer match about $50,139 at 4% or $33,426 at 6%; with 100% employer match about $37,605 at 4% or $25,070 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 890 | $24,426,336 | $2,677,447 | $3,008iApproximate average salary by contribution assumption: employee only about $75,209 at 4% or $50,139 at 6%; with 50% employer match about $50,139 at 4% or $33,426 at 6%; with 100% employer match about $37,605 at 4% or $25,070 at 6%. |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 708 | - | - | - |
| 2005 | 2 | 957 | $21,357,644 | $2,598,384 | $2,715iApproximate average salary by contribution assumption: employee only about $67,878 at 4% or $45,252 at 6%; with 50% employer match about $45,252 at 4% or $30,168 at 6%; with 100% employer match about $33,939 at 4% or $22,626 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 957 | $21,357,644 | $2,598,384 | $2,715iApproximate average salary by contribution assumption: employee only about $67,878 at 4% or $45,252 at 6%; with 50% employer match about $45,252 at 4% or $30,168 at 6%; with 100% employer match about $33,939 at 4% or $22,626 at 6%. |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 830 | - | - | - |
| 2004 | 4 | 868 | $18,331,549 | $2,857,573 | $3,292iApproximate average salary by contribution assumption: employee only about $82,303 at 4% or $54,869 at 6%; with 50% employer match about $54,869 at 4% or $36,579 at 6%; with 100% employer match about $41,152 at 4% or $27,434 at 6%. |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 868 | $18,331,549 | $2,857,573 | $3,292iApproximate average salary by contribution assumption: employee only about $82,303 at 4% or $54,869 at 6%; with 50% employer match about $54,869 at 4% or $36,579 at 6%; with 100% employer match about $41,152 at 4% or $27,434 at 6%. |
| ROACH WHEELER 401K PLAN | - | 0 | - | - | - |
| Fox & Roach/Trident 401(K) and Profit Sharing Plan | - | 0 | - | - | - |
| FOX & ROACH/TRIDENT WELFARE BENEFIT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 119 | $1,558,102 | $0 | - |
| ROACH WHEELER 401K PLAN | - | 119 | $1,558,102 | - | - |