Theisen & Roche Ltd.
Plan context: Theisen & Roche Ltd. 401(K) Profit Sharing Plan
EIN 20-0841974 • Wheaton, IL • 21 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,269,137
2025 Contributions
$166,985
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $2,269,137 | $166,985 | $33,397iApproximate average salary by contribution assumption: employee only about $834,925 at 4% or $556,617 at 6%; with 50% employer match about $556,617 at 4% or $371,078 at 6%; with 100% employer match about $417,463 at 4% or $278,308 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 5 | $2,269,137 | $166,985 | $33,397iApproximate average salary by contribution assumption: employee only about $834,925 at 4% or $556,617 at 6%; with 50% employer match about $556,617 at 4% or $371,078 at 6%; with 100% employer match about $417,463 at 4% or $278,308 at 6%. |
| 2024 | 1 | 4 | $1,785,068 | $161,802 | $40,451iApproximate average salary by contribution assumption: employee only about $1,011,263 at 4% or $674,175 at 6%; with 50% employer match about $674,175 at 4% or $449,450 at 6%; with 100% employer match about $505,631 at 4% or $337,088 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 4 | $1,785,068 | $161,802 | $40,451iApproximate average salary by contribution assumption: employee only about $1,011,263 at 4% or $674,175 at 6%; with 50% employer match about $674,175 at 4% or $449,450 at 6%; with 100% employer match about $505,631 at 4% or $337,088 at 6%. |
| 2023 | 1 | 4 | $1,430,149 | $155,985 | $38,996iApproximate average salary by contribution assumption: employee only about $974,906 at 4% or $649,938 at 6%; with 50% employer match about $649,938 at 4% or $433,292 at 6%; with 100% employer match about $487,453 at 4% or $324,969 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 4 | $1,430,149 | $155,985 | $38,996iApproximate average salary by contribution assumption: employee only about $974,906 at 4% or $649,938 at 6%; with 50% employer match about $649,938 at 4% or $433,292 at 6%; with 100% employer match about $487,453 at 4% or $324,969 at 6%. |
| 2022 | 1 | 4 | $1,142,915 | $143,492 | $35,873iApproximate average salary by contribution assumption: employee only about $896,825 at 4% or $597,883 at 6%; with 50% employer match about $597,883 at 4% or $398,589 at 6%; with 100% employer match about $448,413 at 4% or $298,942 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 4 | $1,142,915 | $143,492 | $35,873iApproximate average salary by contribution assumption: employee only about $896,825 at 4% or $597,883 at 6%; with 50% employer match about $597,883 at 4% or $398,589 at 6%; with 100% employer match about $448,413 at 4% or $298,942 at 6%. |
| 2021 | 1 | 6 | $1,111,636 | $139,623 | $23,271iApproximate average salary by contribution assumption: employee only about $581,763 at 4% or $387,842 at 6%; with 50% employer match about $387,842 at 4% or $258,561 at 6%; with 100% employer match about $290,881 at 4% or $193,921 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 6 | $1,111,636 | $139,623 | $23,271iApproximate average salary by contribution assumption: employee only about $581,763 at 4% or $387,842 at 6%; with 50% employer match about $387,842 at 4% or $258,561 at 6%; with 100% employer match about $290,881 at 4% or $193,921 at 6%. |
| 2020 | 1 | 5 | $887,189 | $56,401 | $11,280iApproximate average salary by contribution assumption: employee only about $282,005 at 4% or $188,003 at 6%; with 50% employer match about $188,003 at 4% or $125,336 at 6%; with 100% employer match about $141,003 at 4% or $94,002 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 5 | $887,189 | $56,401 | $11,280iApproximate average salary by contribution assumption: employee only about $282,005 at 4% or $188,003 at 6%; with 50% employer match about $188,003 at 4% or $125,336 at 6%; with 100% employer match about $141,003 at 4% or $94,002 at 6%. |
| 2019 | 1 | 5 | $791,388 | $55,012 | $11,002iApproximate average salary by contribution assumption: employee only about $275,060 at 4% or $183,373 at 6%; with 50% employer match about $183,373 at 4% or $122,249 at 6%; with 100% employer match about $137,530 at 4% or $91,687 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 5 | $791,388 | $55,012 | $11,002iApproximate average salary by contribution assumption: employee only about $275,060 at 4% or $183,373 at 6%; with 50% employer match about $183,373 at 4% or $122,249 at 6%; with 100% employer match about $137,530 at 4% or $91,687 at 6%. |
| 2018 | 1 | 5 | $623,373 | $53,486 | $10,697iApproximate average salary by contribution assumption: employee only about $267,430 at 4% or $178,287 at 6%; with 50% employer match about $178,287 at 4% or $118,858 at 6%; with 100% employer match about $133,715 at 4% or $89,143 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 5 | $623,373 | $53,486 | $10,697iApproximate average salary by contribution assumption: employee only about $267,430 at 4% or $178,287 at 6%; with 50% employer match about $178,287 at 4% or $118,858 at 6%; with 100% employer match about $133,715 at 4% or $89,143 at 6%. |
| 2017 | 1 | 5 | $608,233 | $51,834 | $10,367iApproximate average salary by contribution assumption: employee only about $259,170 at 4% or $172,780 at 6%; with 50% employer match about $172,780 at 4% or $115,187 at 6%; with 100% employer match about $129,585 at 4% or $86,390 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 5 | $608,233 | $51,834 | $10,367iApproximate average salary by contribution assumption: employee only about $259,170 at 4% or $172,780 at 6%; with 50% employer match about $172,780 at 4% or $115,187 at 6%; with 100% employer match about $129,585 at 4% or $86,390 at 6%. |
| 2016 | 1 | 5 | $504,427 | $38,735 | $7,747iApproximate average salary by contribution assumption: employee only about $193,675 at 4% or $129,117 at 6%; with 50% employer match about $129,117 at 4% or $86,078 at 6%; with 100% employer match about $96,838 at 4% or $64,558 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 5 | $504,427 | $38,735 | $7,747iApproximate average salary by contribution assumption: employee only about $193,675 at 4% or $129,117 at 6%; with 50% employer match about $129,117 at 4% or $86,078 at 6%; with 100% employer match about $96,838 at 4% or $64,558 at 6%. |
| 2015 | 1 | 4 | $405,034 | $14,802 | $3,701iApproximate average salary by contribution assumption: employee only about $92,513 at 4% or $61,675 at 6%; with 50% employer match about $61,675 at 4% or $41,117 at 6%; with 100% employer match about $46,256 at 4% or $30,838 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 4 | $405,034 | $14,802 | $3,701iApproximate average salary by contribution assumption: employee only about $92,513 at 4% or $61,675 at 6%; with 50% employer match about $61,675 at 4% or $41,117 at 6%; with 100% employer match about $46,256 at 4% or $30,838 at 6%. |
| 2014 | 1 | 4 | $403,468 | $37,694 | $9,424iApproximate average salary by contribution assumption: employee only about $235,588 at 4% or $157,058 at 6%; with 50% employer match about $157,058 at 4% or $104,706 at 6%; with 100% employer match about $117,794 at 4% or $78,529 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 4 | $403,468 | $37,694 | $9,424iApproximate average salary by contribution assumption: employee only about $235,588 at 4% or $157,058 at 6%; with 50% employer match about $157,058 at 4% or $104,706 at 6%; with 100% employer match about $117,794 at 4% or $78,529 at 6%. |
| 2013 | 1 | 5 | $355,322 | $37,712 | $7,542iApproximate average salary by contribution assumption: employee only about $188,560 at 4% or $125,707 at 6%; with 50% employer match about $125,707 at 4% or $83,804 at 6%; with 100% employer match about $94,280 at 4% or $62,853 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 5 | $355,322 | $37,712 | $7,542iApproximate average salary by contribution assumption: employee only about $188,560 at 4% or $125,707 at 6%; with 50% employer match about $125,707 at 4% or $83,804 at 6%; with 100% employer match about $94,280 at 4% or $62,853 at 6%. |
| 2012 | 1 | 3 | $272,824 | $0 | - |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 3 | $272,824 | - | - |
| 2011 | 1 | 4 | $230,638 | $361 | $90iApproximate average salary by contribution assumption: employee only about $2,256 at 4% or $1,504 at 6%; with 50% employer match about $1,504 at 4% or $1,003 at 6%; with 100% employer match about $1,128 at 4% or $752 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 4 | $230,638 | $361 | $90iApproximate average salary by contribution assumption: employee only about $2,256 at 4% or $1,504 at 6%; with 50% employer match about $1,504 at 4% or $1,003 at 6%; with 100% employer match about $1,128 at 4% or $752 at 6%. |
| 2010 | 2 | 4 | $230,589 | $37,107 | $9,277iApproximate average salary by contribution assumption: employee only about $231,919 at 4% or $154,613 at 6%; with 50% employer match about $154,613 at 4% or $103,075 at 6%; with 100% employer match about $115,959 at 4% or $77,306 at 6%. |
| Theisen & Roche Ltd. 401(K) Profit Sharing Plan | - | 4 | $230,589 | $37,107 | $9,277iApproximate average salary by contribution assumption: employee only about $231,919 at 4% or $154,613 at 6%; with 50% employer match about $154,613 at 4% or $103,075 at 6%; with 100% employer match about $115,959 at 4% or $77,306 at 6%. |
| THEISEN & ROCHE, LTD. EMPLOYEE PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2009 | 2 | 5 | $321,560 | $122,240 | $24,448iApproximate average salary by contribution assumption: employee only about $611,200 at 4% or $407,467 at 6%; with 50% employer match about $407,467 at 4% or $271,644 at 6%; with 100% employer match about $305,600 at 4% or $203,733 at 6%. |
| THEISEN & ROCHE, LTD. EMPLOYEE PROFIT SHARING PLAN | - | 5 | $204,892 | $105,232 | $21,046iApproximate average salary by contribution assumption: employee only about $526,160 at 4% or $350,773 at 6%; with 50% employer match about $350,773 at 4% or $233,849 at 6%; with 100% employer match about $263,080 at 4% or $175,387 at 6%. |
| THEISEN & ROCHE EMPLOYEE PROFIT SHARING PLAN | - | 5 | $116,668 | $17,008 | $3,402iApproximate average salary by contribution assumption: employee only about $85,040 at 4% or $56,693 at 6%; with 50% employer match about $56,693 at 4% or $37,796 at 6%; with 100% employer match about $42,520 at 4% or $28,347 at 6%. |
| 2008 | 1 | 5 | $100,650 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| THEISEN & ROCHE EMPLOYEE PROFIT SHARING PLAN | - | 5 | $100,650 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2007 | 1 | 4 | $50,000 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| THEISEN & ROCHE EMPLOYEE PROFIT SHARING PLAN | - | 4 | $50,000 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |