Civic Intelligence

ROCHESTER EQUITY PARTNERS

Plan context: Rochester Equity Partners 401(K) Profit Sharing Plan

EIN 20-3683543 • Rochester, NY • 28 filings • 7 plans

755 Jefferson Rd Ste 300Rochester, NY 14623-3270
Current Snapshot

Latest Year

2024

2024 Participants

60

2024 Assets

$6,834,398

2024 Contributions

$321,672

Historical Graphs

Total Assets Over Time

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

$7,523,733$3,761,867$0200520152024YearValue
$6,834,398Latest year 2024

Participants Over Time

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

175880200520152024YearValue
60Latest year 2024

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
2024160$6,834,398$321,672$5,361iApproximate average salary by contribution assumption: employee only about $134,030 at 4% or $89,353 at 6%; with 50% employer match about $89,353 at 4% or $59,569 at 6%; with 100% employer match about $67,015 at 4% or $44,677 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-60$6,834,398$321,672$5,361iApproximate average salary by contribution assumption: employee only about $134,030 at 4% or $89,353 at 6%; with 50% employer match about $89,353 at 4% or $59,569 at 6%; with 100% employer match about $67,015 at 4% or $44,677 at 6%.
2023159$5,930,055$300,890$5,100iApproximate average salary by contribution assumption: employee only about $127,496 at 4% or $84,997 at 6%; with 50% employer match about $84,997 at 4% or $56,665 at 6%; with 100% employer match about $63,748 at 4% or $42,499 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-59$5,930,055$300,890$5,100iApproximate average salary by contribution assumption: employee only about $127,496 at 4% or $84,997 at 6%; with 50% employer match about $84,997 at 4% or $56,665 at 6%; with 100% employer match about $63,748 at 4% or $42,499 at 6%.
2022159$5,218,472$343,267$5,818iApproximate average salary by contribution assumption: employee only about $145,452 at 4% or $96,968 at 6%; with 50% employer match about $96,968 at 4% or $64,645 at 6%; with 100% employer match about $72,726 at 4% or $48,484 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-59$5,218,472$343,267$5,818iApproximate average salary by contribution assumption: employee only about $145,452 at 4% or $96,968 at 6%; with 50% employer match about $96,968 at 4% or $64,645 at 6%; with 100% employer match about $72,726 at 4% or $48,484 at 6%.
2021163$6,066,458$280,445$4,452iApproximate average salary by contribution assumption: employee only about $111,288 at 4% or $74,192 at 6%; with 50% employer match about $74,192 at 4% or $49,461 at 6%; with 100% employer match about $55,644 at 4% or $37,096 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-63$6,066,458$280,445$4,452iApproximate average salary by contribution assumption: employee only about $111,288 at 4% or $74,192 at 6%; with 50% employer match about $74,192 at 4% or $49,461 at 6%; with 100% employer match about $55,644 at 4% or $37,096 at 6%.
2020159$6,382,935$241,901$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,334 at 6%; with 50% employer match about $68,334 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-59$6,382,935$241,901$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,334 at 6%; with 50% employer match about $68,334 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
2019185$7,523,733$379,333$4,463iApproximate average salary by contribution assumption: employee only about $111,569 at 4% or $74,379 at 6%; with 50% employer match about $74,379 at 4% or $49,586 at 6%; with 100% employer match about $55,784 at 4% or $37,190 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-85$7,523,733$379,333$4,463iApproximate average salary by contribution assumption: employee only about $111,569 at 4% or $74,379 at 6%; with 50% employer match about $74,379 at 4% or $49,586 at 6%; with 100% employer match about $55,784 at 4% or $37,190 at 6%.
20181105$6,496,822$362,145$3,449iApproximate average salary by contribution assumption: employee only about $86,225 at 4% or $57,483 at 6%; with 50% employer match about $57,483 at 4% or $38,322 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-105$6,496,822$362,145$3,449iApproximate average salary by contribution assumption: employee only about $86,225 at 4% or $57,483 at 6%; with 50% employer match about $57,483 at 4% or $38,322 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%.
20172125$7,063,044$449,009$3,592iApproximate average salary by contribution assumption: employee only about $89,802 at 4% or $59,868 at 6%; with 50% employer match about $59,868 at 4% or $39,912 at 6%; with 100% employer match about $44,901 at 4% or $29,934 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-125$7,063,044$449,009$3,592iApproximate average salary by contribution assumption: employee only about $89,802 at 4% or $59,868 at 6%; with 50% employer match about $59,868 at 4% or $39,912 at 6%; with 100% employer match about $44,901 at 4% or $29,934 at 6%.
Rochester Equity Partners Inc.-125---
20162141$6,192,489$700,904$4,971iApproximate average salary by contribution assumption: employee only about $124,274 at 4% or $82,849 at 6%; with 50% employer match about $82,849 at 4% or $55,233 at 6%; with 100% employer match about $62,137 at 4% or $41,425 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-141$6,192,489$700,904$4,971iApproximate average salary by contribution assumption: employee only about $124,274 at 4% or $82,849 at 6%; with 50% employer match about $82,849 at 4% or $55,233 at 6%; with 100% employer match about $62,137 at 4% or $41,425 at 6%.
Rochester Equity Partners Inc.-138---
20151133$5,300,139$619,394$4,657iApproximate average salary by contribution assumption: employee only about $116,427 at 4% or $77,618 at 6%; with 50% employer match about $77,618 at 4% or $51,746 at 6%; with 100% employer match about $58,214 at 4% or $38,809 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-133$5,300,139$619,394$4,657iApproximate average salary by contribution assumption: employee only about $116,427 at 4% or $77,618 at 6%; with 50% employer match about $77,618 at 4% or $51,746 at 6%; with 100% employer match about $58,214 at 4% or $38,809 at 6%.
20143147$5,277,573$840,341$5,717iApproximate average salary by contribution assumption: employee only about $142,915 at 4% or $95,277 at 6%; with 50% employer match about $95,277 at 4% or $63,518 at 6%; with 100% employer match about $71,458 at 4% or $47,638 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-147$5,277,573$840,341$5,717iApproximate average salary by contribution assumption: employee only about $142,915 at 4% or $95,277 at 6%; with 50% employer match about $95,277 at 4% or $63,518 at 6%; with 100% employer match about $71,458 at 4% or $47,638 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-----
Rochester Equity Partners Inc.-----
20133175$4,312,135$915,118$5,229iApproximate average salary by contribution assumption: employee only about $130,731 at 4% or $87,154 at 6%; with 50% employer match about $87,154 at 4% or $58,103 at 6%; with 100% employer match about $65,366 at 4% or $43,577 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-175$4,312,135$915,118$5,229iApproximate average salary by contribution assumption: employee only about $130,731 at 4% or $87,154 at 6%; with 50% employer match about $87,154 at 4% or $58,103 at 6%; with 100% employer match about $65,366 at 4% or $43,577 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-103---
Rochester Equity Partners Inc.-103---
20123121$2,859,650$619,588$5,121iApproximate average salary by contribution assumption: employee only about $128,014 at 4% or $85,343 at 6%; with 50% employer match about $85,343 at 4% or $56,895 at 6%; with 100% employer match about $64,007 at 4% or $42,671 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-121$2,859,650$619,588$5,121iApproximate average salary by contribution assumption: employee only about $128,014 at 4% or $85,343 at 6%; with 50% employer match about $85,343 at 4% or $56,895 at 6%; with 100% employer match about $64,007 at 4% or $42,671 at 6%.
Rochester Equity Partners Inc.-116---
Rochester Equity Partners Inc.-116---
20111115$1,996,898$474,894$4,130iApproximate average salary by contribution assumption: employee only about $103,238 at 4% or $68,825 at 6%; with 50% employer match about $68,825 at 4% or $45,883 at 6%; with 100% employer match about $51,619 at 4% or $34,413 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-115$1,996,898$474,894$4,130iApproximate average salary by contribution assumption: employee only about $103,238 at 4% or $68,825 at 6%; with 50% employer match about $68,825 at 4% or $45,883 at 6%; with 100% employer match about $51,619 at 4% or $34,413 at 6%.
2010187$1,741,171$488,323$5,613iApproximate average salary by contribution assumption: employee only about $140,323 at 4% or $93,548 at 6%; with 50% employer match about $93,548 at 4% or $62,366 at 6%; with 100% employer match about $70,161 at 4% or $46,774 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-87$1,741,171$488,323$5,613iApproximate average salary by contribution assumption: employee only about $140,323 at 4% or $93,548 at 6%; with 50% employer match about $93,548 at 4% or $62,366 at 6%; with 100% employer match about $70,161 at 4% or $46,774 at 6%.
2009158$1,067,469$465,381$8,024iApproximate average salary by contribution assumption: employee only about $200,595 at 4% or $133,730 at 6%; with 50% employer match about $133,730 at 4% or $89,153 at 6%; with 100% employer match about $100,298 at 4% or $66,865 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-58$1,067,469$465,381$8,024iApproximate average salary by contribution assumption: employee only about $200,595 at 4% or $133,730 at 6%; with 50% employer match about $133,730 at 4% or $89,153 at 6%; with 100% employer match about $100,298 at 4% or $66,865 at 6%.
2008163$452,622$291,297$4,624iApproximate average salary by contribution assumption: employee only about $115,594 at 4% or $77,063 at 6%; with 50% employer match about $77,063 at 4% or $51,375 at 6%; with 100% employer match about $57,797 at 4% or $38,531 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-63$452,622$291,297$4,624iApproximate average salary by contribution assumption: employee only about $115,594 at 4% or $77,063 at 6%; with 50% employer match about $77,063 at 4% or $51,375 at 6%; with 100% employer match about $57,797 at 4% or $38,531 at 6%.
2007148$0$0-
Rochester Equity Partners 401(K) Profit Sharing Plan-48---
2006112$87,358$28,856$2,405iApproximate average salary by contribution assumption: employee only about $60,117 at 4% or $40,078 at 6%; with 50% employer match about $40,078 at 4% or $26,719 at 6%; with 100% employer match about $30,058 at 4% or $20,039 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-12$87,358$28,856$2,405iApproximate average salary by contribution assumption: employee only about $60,117 at 4% or $40,078 at 6%; with 50% employer match about $40,078 at 4% or $26,719 at 6%; with 100% employer match about $30,058 at 4% or $20,039 at 6%.
2005112$54,209$17,804$1,484iApproximate average salary by contribution assumption: employee only about $37,092 at 4% or $24,728 at 6%; with 50% employer match about $24,728 at 4% or $16,485 at 6%; with 100% employer match about $18,546 at 4% or $12,364 at 6%.
Rochester Equity Partners 401(K) Profit Sharing Plan-12$54,209$17,804$1,484iApproximate average salary by contribution assumption: employee only about $37,092 at 4% or $24,728 at 6%; with 50% employer match about $24,728 at 4% or $16,485 at 6%; with 100% employer match about $18,546 at 4% or $12,364 at 6%.