Civic Intelligence

Roundtable Wealth Management LP

Plan context: Roundtable Wealth Management LP 401K Plan

EIN 20-4238718 • New York, NY • 18 filings • 3 plans

280 Park Avenue23rd Floor, EastNew York, NY 10017
Current Snapshot

Latest Year

2023

2023 Participants

27

2023 Assets

$8,328,573

2023 Contributions

$321,167

Historical Graphs

Total Assets Over Time

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

$9,637,656$4,818,828$0200620152022YearValue
$8,328,573Latest year 2022

Participants Over Time

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

42210200620142022YearValue
27Latest year 2022

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
202310$0$321,167-
Roundtable Wealth Management LP 401K Plan-0-$321,167-
2022127$8,328,573$593,976$21,999iApproximate average salary by contribution assumption: employee only about $549,978 at 4% or $366,652 at 6%; with 50% employer match about $366,652 at 4% or $244,435 at 6%; with 100% employer match about $274,989 at 4% or $183,326 at 6%.
Roundtable Wealth Management LP 401K Plan-27$8,328,573$593,976$21,999iApproximate average salary by contribution assumption: employee only about $549,978 at 4% or $366,652 at 6%; with 50% employer match about $366,652 at 4% or $244,435 at 6%; with 100% employer match about $274,989 at 4% or $183,326 at 6%.
2021130$9,637,656$559,312$18,644iApproximate average salary by contribution assumption: employee only about $466,093 at 4% or $310,729 at 6%; with 50% employer match about $310,729 at 4% or $207,153 at 6%; with 100% employer match about $233,047 at 4% or $155,364 at 6%.
Roundtable Wealth Management LP 401K Plan-30$9,637,656$559,312$18,644iApproximate average salary by contribution assumption: employee only about $466,093 at 4% or $310,729 at 6%; with 50% employer match about $310,729 at 4% or $207,153 at 6%; with 100% employer match about $233,047 at 4% or $155,364 at 6%.
2020133$8,553,624$600,416$18,194iApproximate average salary by contribution assumption: employee only about $454,861 at 4% or $303,240 at 6%; with 50% employer match about $303,240 at 4% or $202,160 at 6%; with 100% employer match about $227,430 at 4% or $151,620 at 6%.
Roundtable Wealth Management LP 401K Plan-33$8,553,624$600,416$18,194iApproximate average salary by contribution assumption: employee only about $454,861 at 4% or $303,240 at 6%; with 50% employer match about $303,240 at 4% or $202,160 at 6%; with 100% employer match about $227,430 at 4% or $151,620 at 6%.
2019127$7,400,765$565,825$20,956iApproximate average salary by contribution assumption: employee only about $523,912 at 4% or $349,275 at 6%; with 50% employer match about $349,275 at 4% or $232,850 at 6%; with 100% employer match about $261,956 at 4% or $174,637 at 6%.
Roundtable Wealth Management LP 401K Plan-27$7,400,765$565,825$20,956iApproximate average salary by contribution assumption: employee only about $523,912 at 4% or $349,275 at 6%; with 50% employer match about $349,275 at 4% or $232,850 at 6%; with 100% employer match about $261,956 at 4% or $174,637 at 6%.
2018134$6,011,791$863,942$25,410iApproximate average salary by contribution assumption: employee only about $635,251 at 4% or $423,501 at 6%; with 50% employer match about $423,501 at 4% or $282,334 at 6%; with 100% employer match about $317,626 at 4% or $211,750 at 6%.
Roundtable Wealth Management LP 401K Plan-34$6,011,791$863,942$25,410iApproximate average salary by contribution assumption: employee only about $635,251 at 4% or $423,501 at 6%; with 50% employer match about $423,501 at 4% or $282,334 at 6%; with 100% employer match about $317,626 at 4% or $211,750 at 6%.
2017142$5,907,840$930,971$22,166iApproximate average salary by contribution assumption: employee only about $554,149 at 4% or $369,433 at 6%; with 50% employer match about $369,433 at 4% or $246,289 at 6%; with 100% employer match about $277,075 at 4% or $184,716 at 6%.
Roundtable Wealth Management LP 401K Plan-42$5,907,840$930,971$22,166iApproximate average salary by contribution assumption: employee only about $554,149 at 4% or $369,433 at 6%; with 50% employer match about $369,433 at 4% or $246,289 at 6%; with 100% employer match about $277,075 at 4% or $184,716 at 6%.
2016137$4,309,386$776,133$20,977iApproximate average salary by contribution assumption: employee only about $524,414 at 4% or $349,609 at 6%; with 50% employer match about $349,609 at 4% or $233,073 at 6%; with 100% employer match about $262,207 at 4% or $174,805 at 6%.
Roundtable Wealth Management LP 401K Plan-37$4,309,386$776,133$20,977iApproximate average salary by contribution assumption: employee only about $524,414 at 4% or $349,609 at 6%; with 50% employer match about $349,609 at 4% or $233,073 at 6%; with 100% employer match about $262,207 at 4% or $174,805 at 6%.
2015135$3,537,162$637,658$18,219iApproximate average salary by contribution assumption: employee only about $455,470 at 4% or $303,647 at 6%; with 50% employer match about $303,647 at 4% or $202,431 at 6%; with 100% employer match about $227,735 at 4% or $151,823 at 6%.
Roundtable Wealth Management LP 401K Plan-35$3,537,162$637,658$18,219iApproximate average salary by contribution assumption: employee only about $455,470 at 4% or $303,647 at 6%; with 50% employer match about $303,647 at 4% or $202,431 at 6%; with 100% employer match about $227,735 at 4% or $151,823 at 6%.
2014125$3,571,692$497,954$19,918iApproximate average salary by contribution assumption: employee only about $497,954 at 4% or $331,969 at 6%; with 50% employer match about $331,969 at 4% or $221,313 at 6%; with 100% employer match about $248,977 at 4% or $165,985 at 6%.
Roundtable Wealth Management LP 401K Plan-25$3,571,692$497,954$19,918iApproximate average salary by contribution assumption: employee only about $497,954 at 4% or $331,969 at 6%; with 50% employer match about $331,969 at 4% or $221,313 at 6%; with 100% employer match about $248,977 at 4% or $165,985 at 6%.
2013122$2,914,308$408,194$18,554iApproximate average salary by contribution assumption: employee only about $463,857 at 4% or $309,238 at 6%; with 50% employer match about $309,238 at 4% or $206,159 at 6%; with 100% employer match about $231,928 at 4% or $154,619 at 6%.
Roundtable Wealth Management LP 401K Plan-22$2,914,308$408,194$18,554iApproximate average salary by contribution assumption: employee only about $463,857 at 4% or $309,238 at 6%; with 50% employer match about $309,238 at 4% or $206,159 at 6%; with 100% employer match about $231,928 at 4% or $154,619 at 6%.
2012123$2,312,994$466,158$20,268iApproximate average salary by contribution assumption: employee only about $506,693 at 4% or $337,796 at 6%; with 50% employer match about $337,796 at 4% or $225,197 at 6%; with 100% employer match about $253,347 at 4% or $168,898 at 6%.
Roundtable Wealth Management LP 401K Plan-23$2,312,994$466,158$20,268iApproximate average salary by contribution assumption: employee only about $506,693 at 4% or $337,796 at 6%; with 50% employer match about $337,796 at 4% or $225,197 at 6%; with 100% employer match about $253,347 at 4% or $168,898 at 6%.
2011124$1,690,333$305,336$12,722iApproximate average salary by contribution assumption: employee only about $318,058 at 4% or $212,039 at 6%; with 50% employer match about $212,039 at 4% or $141,359 at 6%; with 100% employer match about $159,029 at 4% or $106,019 at 6%.
Roundtable Wealth Management LP 401K Plan-24$1,690,333$305,336$12,722iApproximate average salary by contribution assumption: employee only about $318,058 at 4% or $212,039 at 6%; with 50% employer match about $212,039 at 4% or $141,359 at 6%; with 100% employer match about $159,029 at 4% or $106,019 at 6%.
2010120$1,505,670$324,899$16,245iApproximate average salary by contribution assumption: employee only about $406,124 at 4% or $270,749 at 6%; with 50% employer match about $270,749 at 4% or $180,499 at 6%; with 100% employer match about $203,062 at 4% or $135,375 at 6%.
Roundtable Wealth Management LP 401K Plan-20$1,505,670$324,899$16,245iApproximate average salary by contribution assumption: employee only about $406,124 at 4% or $270,749 at 6%; with 50% employer match about $270,749 at 4% or $180,499 at 6%; with 100% employer match about $203,062 at 4% or $135,375 at 6%.
2009120$1,192,014$298,843$14,942iApproximate average salary by contribution assumption: employee only about $373,554 at 4% or $249,036 at 6%; with 50% employer match about $249,036 at 4% or $166,024 at 6%; with 100% employer match about $186,777 at 4% or $124,518 at 6%.
Roundtable Wealth Management LP 401K Plan-20$1,192,014$298,843$14,942iApproximate average salary by contribution assumption: employee only about $373,554 at 4% or $249,036 at 6%; with 50% employer match about $249,036 at 4% or $166,024 at 6%; with 100% employer match about $186,777 at 4% or $124,518 at 6%.
2008121$654,609$286,366$13,636iApproximate average salary by contribution assumption: employee only about $340,912 at 4% or $227,275 at 6%; with 50% employer match about $227,275 at 4% or $151,516 at 6%; with 100% employer match about $170,456 at 4% or $113,637 at 6%.
Roundtable Wealth Management LP 401K Plan-21$654,609$286,366$13,636iApproximate average salary by contribution assumption: employee only about $340,912 at 4% or $227,275 at 6%; with 50% employer match about $227,275 at 4% or $151,516 at 6%; with 100% employer match about $170,456 at 4% or $113,637 at 6%.
2007117$0$0-
Roundtable Wealth Management LP 401K Plan-17---
200616$11,510$11,283$1,881iApproximate average salary by contribution assumption: employee only about $47,013 at 4% or $31,342 at 6%; with 50% employer match about $31,342 at 4% or $20,894 at 6%; with 100% employer match about $23,506 at 4% or $15,671 at 6%.
Roundtable Wealth Management LP 401K Plan-6$11,510$11,283$1,881iApproximate average salary by contribution assumption: employee only about $47,013 at 4% or $31,342 at 6%; with 50% employer match about $31,342 at 4% or $20,894 at 6%; with 100% employer match about $23,506 at 4% or $15,671 at 6%.