Civic Intelligence

Rochdale Securities LLC

Plan context: Rochdale Securities LLC 401(K) Plan

EIN 20-1093348 • New Canaan, CT • 16 filings • 2 plans

467 North Wilton RoadNew Canaan, CT 06840
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$30,595

2021 Contributions

$30,237

Historical Graphs

Total Assets Over Time

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

$6,086,289$3,043,145$0200620142020YearValue
$30,595Latest year 2020

Participants Over Time

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

51260200620132020YearValue
1Latest year 2020

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
202110$0$0-
Rochdale Securities LLC 401(K) Plan-0$0$0-
202011$30,595$0-
Rochdale Securities LLC 401(K) Plan-1$30,595$0-
2019112$1,047,925$0-
Rochdale Securities LLC 401(K) Plan-12$1,047,925$0-
2018113$884,731$0-
Rochdale Securities LLC 401(K) Plan-13$884,731$0-
2017114$950,621$0-
Rochdale Securities LLC 401(K) Plan-14$950,621$0-
2016116$1,664,245$0-
Rochdale Securities LLC 401(K) Plan-16$1,664,245$0-
2015119$2,310,106$0-
Rochdale Securities LLC 401(K) Plan-19$2,310,106$0-
2014125$3,545,583$0-
Rochdale Securities LLC 401(K) Plan-25$3,545,583$0-
2013130$4,094,705$30,237$1,008iApproximate average salary by contribution assumption: employee only about $25,198 at 4% or $16,798 at 6%; with 50% employer match about $16,798 at 4% or $11,199 at 6%; with 100% employer match about $12,599 at 4% or $8,399 at 6%.
Rochdale Securities LLC 401(K) Plan-30$4,094,705$30,237$1,008iApproximate average salary by contribution assumption: employee only about $25,198 at 4% or $16,798 at 6%; with 50% employer match about $16,798 at 4% or $11,199 at 6%; with 100% employer match about $12,599 at 4% or $8,399 at 6%.
2012150$5,829,773$341,989$6,840iApproximate average salary by contribution assumption: employee only about $170,995 at 4% or $113,996 at 6%; with 50% employer match about $113,996 at 4% or $75,998 at 6%; with 100% employer match about $85,497 at 4% or $56,998 at 6%.
Rochdale Securities LLC 401(K) Plan-50$5,829,773$341,989$6,840iApproximate average salary by contribution assumption: employee only about $170,995 at 4% or $113,996 at 6%; with 50% employer match about $113,996 at 4% or $75,998 at 6%; with 100% employer match about $85,497 at 4% or $56,998 at 6%.
2011151$6,086,289$376,712$7,387iApproximate average salary by contribution assumption: employee only about $184,663 at 4% or $123,108 at 6%; with 50% employer match about $123,108 at 4% or $82,072 at 6%; with 100% employer match about $92,331 at 4% or $61,554 at 6%.
Rochdale Securities LLC 401(K) Plan-51$6,086,289$376,712$7,387iApproximate average salary by contribution assumption: employee only about $184,663 at 4% or $123,108 at 6%; with 50% employer match about $123,108 at 4% or $82,072 at 6%; with 100% employer match about $92,331 at 4% or $61,554 at 6%.
2010147$6,004,535$476,804$10,145iApproximate average salary by contribution assumption: employee only about $253,619 at 4% or $169,079 at 6%; with 50% employer match about $169,079 at 4% or $112,720 at 6%; with 100% employer match about $126,810 at 4% or $84,540 at 6%.
Rochdale Securities LLC 401(K) Plan-47$6,004,535$476,804$10,145iApproximate average salary by contribution assumption: employee only about $253,619 at 4% or $169,079 at 6%; with 50% employer match about $169,079 at 4% or $112,720 at 6%; with 100% employer match about $126,810 at 4% or $84,540 at 6%.
2009150$5,467,771$552,297$11,046iApproximate average salary by contribution assumption: employee only about $276,149 at 4% or $184,099 at 6%; with 50% employer match about $184,099 at 4% or $122,733 at 6%; with 100% employer match about $138,074 at 4% or $92,050 at 6%.
Rochdale Securities LLC 401(K) Plan-50$5,467,771$552,297$11,046iApproximate average salary by contribution assumption: employee only about $276,149 at 4% or $184,099 at 6%; with 50% employer match about $184,099 at 4% or $122,733 at 6%; with 100% employer match about $138,074 at 4% or $92,050 at 6%.
2008144$4,322,944$515,566$11,717iApproximate average salary by contribution assumption: employee only about $292,935 at 4% or $195,290 at 6%; with 50% employer match about $195,290 at 4% or $130,193 at 6%; with 100% employer match about $146,468 at 4% or $97,645 at 6%.
Rochdale Securities LLC 401(K) Plan-44$4,322,944$515,566$11,717iApproximate average salary by contribution assumption: employee only about $292,935 at 4% or $195,290 at 6%; with 50% employer match about $195,290 at 4% or $130,193 at 6%; with 100% employer match about $146,468 at 4% or $97,645 at 6%.
2007142$0$0-
Rochdale Securities LLC 401(K) Plan-42---
2006150$4,564,874$396,146$7,923iApproximate average salary by contribution assumption: employee only about $198,073 at 4% or $132,049 at 6%; with 50% employer match about $132,049 at 4% or $88,032 at 6%; with 100% employer match about $99,037 at 4% or $66,024 at 6%.
Rochdale Securities LLC 401(K) Plan-50$4,564,874$396,146$7,923iApproximate average salary by contribution assumption: employee only about $198,073 at 4% or $132,049 at 6%; with 50% employer match about $132,049 at 4% or $88,032 at 6%; with 100% employer match about $99,037 at 4% or $66,024 at 6%.