Rome Clifford Katz & Koerner LLP
Plan context: Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan
EIN 20-3859005 • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
15
2018 Assets
$5,218,942
2018 Contributions
$422,030
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 15 | $5,218,942 | $422,030 | $28,135iApproximate average salary by contribution assumption: employee only about $703,383 at 4% or $468,922 at 6%; with 50% employer match about $468,922 at 4% or $312,615 at 6%; with 100% employer match about $351,692 at 4% or $234,461 at 6%. |
| Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan | - | 15 | $5,218,942 | $422,030 | $28,135iApproximate average salary by contribution assumption: employee only about $703,383 at 4% or $468,922 at 6%; with 50% employer match about $468,922 at 4% or $312,615 at 6%; with 100% employer match about $351,692 at 4% or $234,461 at 6%. |
| 2017 | 1 | 13 | $5,144,404 | $349,521 | $26,886iApproximate average salary by contribution assumption: employee only about $672,156 at 4% or $448,104 at 6%; with 50% employer match about $448,104 at 4% or $298,736 at 6%; with 100% employer match about $336,078 at 4% or $224,052 at 6%. |
| Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan | - | 13 | $5,144,404 | $349,521 | $26,886iApproximate average salary by contribution assumption: employee only about $672,156 at 4% or $448,104 at 6%; with 50% employer match about $448,104 at 4% or $298,736 at 6%; with 100% employer match about $336,078 at 4% or $224,052 at 6%. |
| 2016 | 1 | 17 | $4,696,289 | $350,006 | $20,589iApproximate average salary by contribution assumption: employee only about $514,715 at 4% or $343,143 at 6%; with 50% employer match about $343,143 at 4% or $228,762 at 6%; with 100% employer match about $257,357 at 4% or $171,572 at 6%. |
| Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan | - | 17 | $4,696,289 | $350,006 | $20,589iApproximate average salary by contribution assumption: employee only about $514,715 at 4% or $343,143 at 6%; with 50% employer match about $343,143 at 4% or $228,762 at 6%; with 100% employer match about $257,357 at 4% or $171,572 at 6%. |
| 2015 | 1 | 16 | $4,114,650 | $354,065 | $22,129iApproximate average salary by contribution assumption: employee only about $553,227 at 4% or $368,818 at 6%; with 50% employer match about $368,818 at 4% or $245,878 at 6%; with 100% employer match about $276,613 at 4% or $184,409 at 6%. |
| Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan | - | 16 | $4,114,650 | $354,065 | $22,129iApproximate average salary by contribution assumption: employee only about $553,227 at 4% or $368,818 at 6%; with 50% employer match about $368,818 at 4% or $245,878 at 6%; with 100% employer match about $276,613 at 4% or $184,409 at 6%. |
| 2014 | 1 | 17 | $3,782,406 | $340,405 | $20,024iApproximate average salary by contribution assumption: employee only about $500,596 at 4% or $333,730 at 6%; with 50% employer match about $333,730 at 4% or $222,487 at 6%; with 100% employer match about $250,298 at 4% or $166,865 at 6%. |
| Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan | - | 17 | $3,782,406 | $340,405 | $20,024iApproximate average salary by contribution assumption: employee only about $500,596 at 4% or $333,730 at 6%; with 50% employer match about $333,730 at 4% or $222,487 at 6%; with 100% employer match about $250,298 at 4% or $166,865 at 6%. |