Civic Intelligence

Samuelson & Roe, a Professional Corporation

Plan context: Samuelson & Roe, Apc 401K Profit Sharing Plan

EIN 20-1832943 • San Jose, CA • 20 filings • 1 plans

210 North Fourth Street, Suite 201San Jose, CA 95112-5569
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$567,170

2025 Contributions

$5,980

Historical Graphs

Total Assets Over Time

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

$567,170$283,585$0200520162025YearValue
$567,170Latest year 2025

Participants Over Time

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

1260200520162025YearValue
2Latest year 2025

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
202512$567,170$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-2$567,170$0-
202412$516,184$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-2$516,184--
202312$467,659$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-2$467,659--
202212$405,519$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-2$405,519--
202112$497,207$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-2$497,207--
202012$432,622$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-2$432,622--
201912$365,942$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-2$365,942--
201813$317,765$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-3$317,765--
201713$340,739$0-
Samuelson & Roe, Apc 401K Profit Sharing Plan-3$340,739--
201614$348,130$5,980$1,495iApproximate average salary by contribution assumption: employee only about $37,375 at 4% or $24,917 at 6%; with 50% employer match about $24,917 at 4% or $16,611 at 6%; with 100% employer match about $18,688 at 4% or $12,458 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-4$348,130$5,980$1,495iApproximate average salary by contribution assumption: employee only about $37,375 at 4% or $24,917 at 6%; with 50% employer match about $24,917 at 4% or $16,611 at 6%; with 100% employer match about $18,688 at 4% or $12,458 at 6%.
201516$485,499$3,220$537iApproximate average salary by contribution assumption: employee only about $13,417 at 4% or $8,944 at 6%; with 50% employer match about $8,944 at 4% or $5,963 at 6%; with 100% employer match about $6,708 at 4% or $4,472 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-6$485,499$3,220$537iApproximate average salary by contribution assumption: employee only about $13,417 at 4% or $8,944 at 6%; with 50% employer match about $8,944 at 4% or $5,963 at 6%; with 100% employer match about $6,708 at 4% or $4,472 at 6%.
201414$490,593$3,220$805iApproximate average salary by contribution assumption: employee only about $20,125 at 4% or $13,417 at 6%; with 50% employer match about $13,417 at 4% or $8,944 at 6%; with 100% employer match about $10,063 at 4% or $6,708 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-4$490,593$3,220$805iApproximate average salary by contribution assumption: employee only about $20,125 at 4% or $13,417 at 6%; with 50% employer match about $13,417 at 4% or $8,944 at 6%; with 100% employer match about $10,063 at 4% or $6,708 at 6%.
201215$383,126$7,660$1,532iApproximate average salary by contribution assumption: employee only about $38,300 at 4% or $25,533 at 6%; with 50% employer match about $25,533 at 4% or $17,022 at 6%; with 100% employer match about $19,150 at 4% or $12,767 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-5$383,126$7,660$1,532iApproximate average salary by contribution assumption: employee only about $38,300 at 4% or $25,533 at 6%; with 50% employer match about $25,533 at 4% or $17,022 at 6%; with 100% employer match about $19,150 at 4% or $12,767 at 6%.
201116$357,625$2,490$415iApproximate average salary by contribution assumption: employee only about $10,375 at 4% or $6,917 at 6%; with 50% employer match about $6,917 at 4% or $4,611 at 6%; with 100% employer match about $5,188 at 4% or $3,458 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-6$357,625$2,490$415iApproximate average salary by contribution assumption: employee only about $10,375 at 4% or $6,917 at 6%; with 50% employer match about $6,917 at 4% or $4,611 at 6%; with 100% employer match about $5,188 at 4% or $3,458 at 6%.
201015$361,538$12,450$2,490iApproximate average salary by contribution assumption: employee only about $62,250 at 4% or $41,500 at 6%; with 50% employer match about $41,500 at 4% or $27,667 at 6%; with 100% employer match about $31,125 at 4% or $20,750 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-5$361,538$12,450$2,490iApproximate average salary by contribution assumption: employee only about $62,250 at 4% or $41,500 at 6%; with 50% employer match about $41,500 at 4% or $27,667 at 6%; with 100% employer match about $31,125 at 4% or $20,750 at 6%.
200916$306,260$18,575$3,096iApproximate average salary by contribution assumption: employee only about $77,396 at 4% or $51,597 at 6%; with 50% employer match about $51,597 at 4% or $34,398 at 6%; with 100% employer match about $38,698 at 4% or $25,799 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-6$306,260$18,575$3,096iApproximate average salary by contribution assumption: employee only about $77,396 at 4% or $51,597 at 6%; with 50% employer match about $51,597 at 4% or $34,398 at 6%; with 100% employer match about $38,698 at 4% or $25,799 at 6%.
200816$232,540$18,715$3,119iApproximate average salary by contribution assumption: employee only about $77,979 at 4% or $51,986 at 6%; with 50% employer match about $51,986 at 4% or $34,657 at 6%; with 100% employer match about $38,990 at 4% or $25,993 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-6$232,540$18,715$3,119iApproximate average salary by contribution assumption: employee only about $77,979 at 4% or $51,986 at 6%; with 50% employer match about $51,986 at 4% or $34,657 at 6%; with 100% employer match about $38,990 at 4% or $25,993 at 6%.
200716$326,409$20,848$3,475iApproximate average salary by contribution assumption: employee only about $86,867 at 4% or $57,911 at 6%; with 50% employer match about $57,911 at 4% or $38,607 at 6%; with 100% employer match about $43,433 at 4% or $28,956 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-6$326,409$20,848$3,475iApproximate average salary by contribution assumption: employee only about $86,867 at 4% or $57,911 at 6%; with 50% employer match about $57,911 at 4% or $38,607 at 6%; with 100% employer match about $43,433 at 4% or $28,956 at 6%.
200616$290,757$27,953$4,659iApproximate average salary by contribution assumption: employee only about $116,471 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,765 at 6%; with 100% employer match about $58,235 at 4% or $38,824 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-6$290,757$27,953$4,659iApproximate average salary by contribution assumption: employee only about $116,471 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,765 at 6%; with 100% employer match about $58,235 at 4% or $38,824 at 6%.
2005112$241,139$218,033$18,169iApproximate average salary by contribution assumption: employee only about $454,235 at 4% or $302,824 at 6%; with 50% employer match about $302,824 at 4% or $201,882 at 6%; with 100% employer match about $227,118 at 4% or $151,412 at 6%.
Samuelson & Roe, Apc 401K Profit Sharing Plan-12$241,139$218,033$18,169iApproximate average salary by contribution assumption: employee only about $454,235 at 4% or $302,824 at 6%; with 50% employer match about $302,824 at 4% or $201,882 at 6%; with 100% employer match about $227,118 at 4% or $151,412 at 6%.