Civic Intelligence

Rossiter Wealth Management

Plan context: Rossiter Wealth Management 401K Plan

EIN 20-4327876 • Lemoore, CA • 17 filings • 1 plans

145 Heinlen StreetLemoore, CA 93245
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,349,842

2024 Contributions

$57,179

Historical Graphs

Total Assets Over Time

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

$2,349,842$1,174,921$0200920172024YearValue
$2,349,842Latest year 2024

Participants Over Time

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

530200820162024YearValue
4Latest 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
202414$2,349,842$57,179$14,295iApproximate average salary by contribution assumption: employee only about $357,369 at 4% or $238,246 at 6%; with 50% employer match about $238,246 at 4% or $158,831 at 6%; with 100% employer match about $178,684 at 4% or $119,123 at 6%.
Rossiter Wealth Management 401K Plan-4$2,349,842$57,179$14,295iApproximate average salary by contribution assumption: employee only about $357,369 at 4% or $238,246 at 6%; with 50% employer match about $238,246 at 4% or $158,831 at 6%; with 100% employer match about $178,684 at 4% or $119,123 at 6%.
202314$1,574,632$89,935$22,484iApproximate average salary by contribution assumption: employee only about $562,094 at 4% or $374,729 at 6%; with 50% employer match about $374,729 at 4% or $249,819 at 6%; with 100% employer match about $281,047 at 4% or $187,365 at 6%.
Rossiter Wealth Management 401K Plan-4$1,574,632$89,935$22,484iApproximate average salary by contribution assumption: employee only about $562,094 at 4% or $374,729 at 6%; with 50% employer match about $374,729 at 4% or $249,819 at 6%; with 100% employer match about $281,047 at 4% or $187,365 at 6%.
202215$1,056,045$100,851$20,170iApproximate average salary by contribution assumption: employee only about $504,255 at 4% or $336,170 at 6%; with 50% employer match about $336,170 at 4% or $224,113 at 6%; with 100% employer match about $252,128 at 4% or $168,085 at 6%.
Rossiter Wealth Management 401K Plan-5$1,056,045$100,851$20,170iApproximate average salary by contribution assumption: employee only about $504,255 at 4% or $336,170 at 6%; with 50% employer match about $336,170 at 4% or $224,113 at 6%; with 100% employer match about $252,128 at 4% or $168,085 at 6%.
202114$1,647,383$100,504$25,126iApproximate average salary by contribution assumption: employee only about $628,150 at 4% or $418,767 at 6%; with 50% employer match about $418,767 at 4% or $279,178 at 6%; with 100% employer match about $314,075 at 4% or $209,383 at 6%.
Rossiter Wealth Management 401K Plan-4$1,647,383$100,504$25,126iApproximate average salary by contribution assumption: employee only about $628,150 at 4% or $418,767 at 6%; with 50% employer match about $418,767 at 4% or $279,178 at 6%; with 100% employer match about $314,075 at 4% or $209,383 at 6%.
202014$1,146,382$94,776$23,694iApproximate average salary by contribution assumption: employee only about $592,350 at 4% or $394,900 at 6%; with 50% employer match about $394,900 at 4% or $263,267 at 6%; with 100% employer match about $296,175 at 4% or $197,450 at 6%.
Rossiter Wealth Management 401K Plan-4$1,146,382$94,776$23,694iApproximate average salary by contribution assumption: employee only about $592,350 at 4% or $394,900 at 6%; with 50% employer match about $394,900 at 4% or $263,267 at 6%; with 100% employer match about $296,175 at 4% or $197,450 at 6%.
201914$578,369$81,448$20,362iApproximate average salary by contribution assumption: employee only about $509,050 at 4% or $339,367 at 6%; with 50% employer match about $339,367 at 4% or $226,244 at 6%; with 100% employer match about $254,525 at 4% or $169,683 at 6%.
Rossiter Wealth Management 401K Plan-4$578,369$81,448$20,362iApproximate average salary by contribution assumption: employee only about $509,050 at 4% or $339,367 at 6%; with 50% employer match about $339,367 at 4% or $226,244 at 6%; with 100% employer match about $254,525 at 4% or $169,683 at 6%.
201814$307,315$76,656$19,164iApproximate average salary by contribution assumption: employee only about $479,100 at 4% or $319,400 at 6%; with 50% employer match about $319,400 at 4% or $212,933 at 6%; with 100% employer match about $239,550 at 4% or $159,700 at 6%.
Rossiter Wealth Management 401K Plan-4$307,315$76,656$19,164iApproximate average salary by contribution assumption: employee only about $479,100 at 4% or $319,400 at 6%; with 50% employer match about $319,400 at 4% or $212,933 at 6%; with 100% employer match about $239,550 at 4% or $159,700 at 6%.
201713$240,040$67,345$22,448iApproximate average salary by contribution assumption: employee only about $561,208 at 4% or $374,139 at 6%; with 50% employer match about $374,139 at 4% or $249,426 at 6%; with 100% employer match about $280,604 at 4% or $187,069 at 6%.
Rossiter Wealth Management 401K Plan-3$240,040$67,345$22,448iApproximate average salary by contribution assumption: employee only about $561,208 at 4% or $374,139 at 6%; with 50% employer match about $374,139 at 4% or $249,426 at 6%; with 100% employer match about $280,604 at 4% or $187,069 at 6%.
201613$168,844$58,717$19,572iApproximate average salary by contribution assumption: employee only about $489,308 at 4% or $326,206 at 6%; with 50% employer match about $326,206 at 4% or $217,470 at 6%; with 100% employer match about $244,654 at 4% or $163,103 at 6%.
Rossiter Wealth Management 401K Plan-3$168,844$58,717$19,572iApproximate average salary by contribution assumption: employee only about $489,308 at 4% or $326,206 at 6%; with 50% employer match about $326,206 at 4% or $217,470 at 6%; with 100% employer match about $244,654 at 4% or $163,103 at 6%.
201511$100,697$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Rossiter Wealth Management 401K Plan-1$100,697$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201411$45,609$7,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Rossiter Wealth Management 401K Plan-1$45,609$7,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
201311$33,617$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Rossiter Wealth Management 401K Plan-1$33,617$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201211$21,996$2,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Rossiter Wealth Management 401K Plan-1$21,996$2,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
201112$19,602$350$175iApproximate average salary by contribution assumption: employee only about $4,375 at 4% or $2,917 at 6%; with 50% employer match about $2,917 at 4% or $1,944 at 6%; with 100% employer match about $2,188 at 4% or $1,458 at 6%.
Rossiter Wealth Management 401K Plan-2$19,602$350$175iApproximate average salary by contribution assumption: employee only about $4,375 at 4% or $2,917 at 6%; with 50% employer match about $2,917 at 4% or $1,944 at 6%; with 100% employer match about $2,188 at 4% or $1,458 at 6%.
201012$12,785$2,372$1,186iApproximate average salary by contribution assumption: employee only about $29,650 at 4% or $19,767 at 6%; with 50% employer match about $19,767 at 4% or $13,178 at 6%; with 100% employer match about $14,825 at 4% or $9,883 at 6%.
Rossiter Wealth Management 401K Plan-2$12,785$2,372$1,186iApproximate average salary by contribution assumption: employee only about $29,650 at 4% or $19,767 at 6%; with 50% employer match about $19,767 at 4% or $13,178 at 6%; with 100% employer match about $14,825 at 4% or $9,883 at 6%.
200912$8,694$3,710$1,855iApproximate average salary by contribution assumption: employee only about $46,375 at 4% or $30,917 at 6%; with 50% employer match about $30,917 at 4% or $20,611 at 6%; with 100% employer match about $23,188 at 4% or $15,458 at 6%.
Rossiter Wealth Management 401K Plan-2$8,694$3,710$1,855iApproximate average salary by contribution assumption: employee only about $46,375 at 4% or $30,917 at 6%; with 50% employer match about $30,917 at 4% or $20,611 at 6%; with 100% employer match about $23,188 at 4% or $15,458 at 6%.
200812$0$0-
Rossiter Wealth Management 401K Plan-2---