Civic Intelligence

Rome Clifford Katz & Koerner LLP

Plan context: Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan

EIN 20-3859008 • Hartford, CT • 7 filings • 1 plans

214 Main StreetHartford, CT 06106-1817
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$5,427,806

2024 Contributions

$404,444

Historical Graphs

Total Assets Over Time

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

$6,577,833$3,288,917$0201020212024YearValue
$5,427,806Latest year 2024

Participants Over Time

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

26130201020212024YearValue
25Latest 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
2024125$5,427,806$404,444$16,178iApproximate average salary by contribution assumption: employee only about $404,444 at 4% or $269,629 at 6%; with 50% employer match about $269,629 at 4% or $179,753 at 6%; with 100% employer match about $202,222 at 4% or $134,815 at 6%.
Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan-25$5,427,806$404,444$16,178iApproximate average salary by contribution assumption: employee only about $404,444 at 4% or $269,629 at 6%; with 50% employer match about $269,629 at 4% or $179,753 at 6%; with 100% employer match about $202,222 at 4% or $134,815 at 6%.
2023126$5,357,576$408,609$15,716iApproximate average salary by contribution assumption: employee only about $392,893 at 4% or $261,929 at 6%; with 50% employer match about $261,929 at 4% or $174,619 at 6%; with 100% employer match about $196,447 at 4% or $130,964 at 6%.
Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan-26$5,357,576$408,609$15,716iApproximate average salary by contribution assumption: employee only about $392,893 at 4% or $261,929 at 6%; with 50% employer match about $261,929 at 4% or $174,619 at 6%; with 100% employer match about $196,447 at 4% or $130,964 at 6%.
2022121$4,582,521$372,407$17,734iApproximate average salary by contribution assumption: employee only about $443,342 at 4% or $295,561 at 6%; with 50% employer match about $295,561 at 4% or $197,041 at 6%; with 100% employer match about $221,671 at 4% or $147,781 at 6%.
Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan-21$4,582,521$372,407$17,734iApproximate average salary by contribution assumption: employee only about $443,342 at 4% or $295,561 at 6%; with 50% employer match about $295,561 at 4% or $197,041 at 6%; with 100% employer match about $221,671 at 4% or $147,781 at 6%.
2021118$4,973,648$339,437$18,858iApproximate average salary by contribution assumption: employee only about $471,440 at 4% or $314,294 at 6%; with 50% employer match about $314,294 at 4% or $209,529 at 6%; with 100% employer match about $235,720 at 4% or $157,147 at 6%.
Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan-18$4,973,648$339,437$18,858iApproximate average salary by contribution assumption: employee only about $471,440 at 4% or $314,294 at 6%; with 50% employer match about $314,294 at 4% or $209,529 at 6%; with 100% employer match about $235,720 at 4% or $157,147 at 6%.
2020124$6,577,833$369,756$15,407iApproximate average salary by contribution assumption: employee only about $385,163 at 4% or $256,775 at 6%; with 50% employer match about $256,775 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,388 at 6%.
Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan-24$6,577,833$369,756$15,407iApproximate average salary by contribution assumption: employee only about $385,163 at 4% or $256,775 at 6%; with 50% employer match about $256,775 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,388 at 6%.
2019126$5,715,969$395,425$15,209iApproximate average salary by contribution assumption: employee only about $380,216 at 4% or $253,478 at 6%; with 50% employer match about $253,478 at 4% or $168,985 at 6%; with 100% employer match about $190,108 at 4% or $126,739 at 6%.
Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan-26$5,715,969$395,425$15,209iApproximate average salary by contribution assumption: employee only about $380,216 at 4% or $253,478 at 6%; with 50% employer match about $253,478 at 4% or $168,985 at 6%; with 100% employer match about $190,108 at 4% or $126,739 at 6%.
2010117$1,701,357$340,956$20,056iApproximate average salary by contribution assumption: employee only about $501,406 at 4% or $334,271 at 6%; with 50% employer match about $334,271 at 4% or $222,847 at 6%; with 100% employer match about $250,703 at 4% or $167,135 at 6%.
Rome Clifford Katz & Koerner LLP 401(K) Profit Sharing Plan-17$1,701,357$340,956$20,056iApproximate average salary by contribution assumption: employee only about $501,406 at 4% or $334,271 at 6%; with 50% employer match about $334,271 at 4% or $222,847 at 6%; with 100% employer match about $250,703 at 4% or $167,135 at 6%.