Civic Intelligence

Roosevelt Capital LLC

Plan context: Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust

EIN 20-5724990 • Mt. Pleasant, WI • 25 filings • 4 plans

7601 Durand AvenueMt. Pleasant, WI 53177
Current Snapshot

Latest Year

2017

2017 Participants

75

2017 Assets

$4,359,703

2017 Contributions

$9,909

Historical Graphs

Total Assets Over Time

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

$4,994,660$2,497,330$0200620112016YearValue
$4,359,703Latest year 2016

Participants Over Time

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

2031020200620112016YearValue
75Latest year 2016

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
201710$0$9,909-
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-0-$9,909-
2016175$4,359,703$114,065$1,521iApproximate average salary by contribution assumption: employee only about $38,022 at 4% or $25,348 at 6%; with 50% employer match about $25,348 at 4% or $16,899 at 6%; with 100% employer match about $19,011 at 4% or $12,674 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-75$4,359,703$114,065$1,521iApproximate average salary by contribution assumption: employee only about $38,022 at 4% or $25,348 at 6%; with 50% employer match about $25,348 at 4% or $16,899 at 6%; with 100% employer match about $19,011 at 4% or $12,674 at 6%.
20152128$4,055,298$111,982$875iApproximate average salary by contribution assumption: employee only about $21,871 at 4% or $14,581 at 6%; with 50% employer match about $14,581 at 4% or $9,721 at 6%; with 100% employer match about $10,936 at 4% or $7,290 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-107$4,055,298$111,982$1,047iApproximate average salary by contribution assumption: employee only about $26,164 at 4% or $17,443 at 6%; with 50% employer match about $17,443 at 4% or $11,628 at 6%; with 100% employer match about $13,082 at 4% or $8,721 at 6%.
Roosevelt Capital LLC Employee Benefit Plan-128---
20142151$4,416,145$106,623$706iApproximate average salary by contribution assumption: employee only about $17,653 at 4% or $11,769 at 6%; with 50% employer match about $11,769 at 4% or $7,846 at 6%; with 100% employer match about $8,826 at 4% or $5,884 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-112$4,416,145$106,623$952iApproximate average salary by contribution assumption: employee only about $23,800 at 4% or $15,867 at 6%; with 50% employer match about $15,867 at 4% or $10,578 at 6%; with 100% employer match about $11,900 at 4% or $7,933 at 6%.
Roosevelt Capital LLC Employee Benefit Plan-151---
20132183$4,474,575$129,950$710iApproximate average salary by contribution assumption: employee only about $17,753 at 4% or $11,835 at 6%; with 50% employer match about $11,835 at 4% or $7,890 at 6%; with 100% employer match about $8,876 at 4% or $5,918 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-115$4,474,575$129,950$1,130iApproximate average salary by contribution assumption: employee only about $28,250 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%.
Roosevelt Capital LLC Employee Benefit Plan-183---
20122148$3,919,723$141,343$955iApproximate average salary by contribution assumption: employee only about $23,876 at 4% or $15,917 at 6%; with 50% employer match about $15,917 at 4% or $10,611 at 6%; with 100% employer match about $11,938 at 4% or $7,959 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-117$3,919,723$141,343$1,208iApproximate average salary by contribution assumption: employee only about $30,201 at 4% or $20,134 at 6%; with 50% employer match about $20,134 at 4% or $13,423 at 6%; with 100% employer match about $15,101 at 4% or $10,067 at 6%.
Roosevelt Capital LLC Employee Benefit Plan-148---
20112118$3,491,526$125,434$1,063iApproximate average salary by contribution assumption: employee only about $26,575 at 4% or $17,717 at 6%; with 50% employer match about $17,717 at 4% or $11,811 at 6%; with 100% employer match about $13,288 at 4% or $8,858 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-118$3,491,526$125,434$1,063iApproximate average salary by contribution assumption: employee only about $26,575 at 4% or $17,717 at 6%; with 50% employer match about $17,717 at 4% or $11,811 at 6%; with 100% employer match about $13,288 at 4% or $8,858 at 6%.
Roosevelt Capital LLC Employee Benefit Plan-110---
20103127$4,283,895$849,264$6,687iApproximate average salary by contribution assumption: employee only about $167,178 at 4% or $111,452 at 6%; with 50% employer match about $111,452 at 4% or $74,301 at 6%; with 100% employer match about $83,589 at 4% or $55,726 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-124$4,283,895$570,690$4,602iApproximate average salary by contribution assumption: employee only about $115,058 at 4% or $76,706 at 6%; with 50% employer match about $76,706 at 4% or $51,137 at 6%; with 100% employer match about $57,529 at 4% or $38,353 at 6%.
ROOSEVELT CAPITAL LLC DBA PROMOTIONS UNLIMITED PENSION PLAN-0$0$278,574-
Roosevelt Capital LLC Employee Benefit Plan-127---
20093187$4,994,660$149,562$800iApproximate average salary by contribution assumption: employee only about $19,995 at 4% or $13,330 at 6%; with 50% employer match about $13,330 at 4% or $8,887 at 6%; with 100% employer match about $9,997 at 4% or $6,665 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-142$3,461,137$149,562$1,053iApproximate average salary by contribution assumption: employee only about $26,331 at 4% or $17,554 at 6%; with 50% employer match about $17,554 at 4% or $11,703 at 6%; with 100% employer match about $13,166 at 4% or $8,777 at 6%.
ROOSEVELT CAPITAL LLC DBA PROMOTIONS UNLIMITED PENSION PLAN-44$1,533,523--
Roosevelt Capital LLC Employee Benefit Plan-187---
20083203$4,127,930$185,177$912iApproximate average salary by contribution assumption: employee only about $22,805 at 4% or $15,203 at 6%; with 50% employer match about $15,203 at 4% or $10,136 at 6%; with 100% employer match about $11,403 at 4% or $7,602 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-146$2,721,952$185,177$1,268iApproximate average salary by contribution assumption: employee only about $31,708 at 4% or $21,139 at 6%; with 50% employer match about $21,139 at 4% or $14,093 at 6%; with 100% employer match about $15,854 at 4% or $10,569 at 6%.
ROOSEVELT CAPITAL LLC DBA PROMOTIONS UNLIMITED PENSION PLAN-49$1,405,978--
Roosevelt Capital LLC Employee Benefit Plan-203---
20073184$3,737,970$226,172$1,229iApproximate average salary by contribution assumption: employee only about $30,730 at 4% or $20,487 at 6%; with 50% employer match about $20,487 at 4% or $13,658 at 6%; with 100% employer match about $15,365 at 4% or $10,243 at 6%.
Roosevelt Capital LLC DBA Promotions Unlimited 401(K) Plan & Trust-157$3,737,970$226,172$1,441iApproximate average salary by contribution assumption: employee only about $36,015 at 4% or $24,010 at 6%; with 50% employer match about $24,010 at 4% or $16,007 at 6%; with 100% employer match about $18,007 at 4% or $12,005 at 6%.
ROOSEVELT CAPITAL LLC DBA PROMOTIONS UNLIMITED PENSION PLAN-53---
Roosevelt Capital LLC Employee Benefit Plan-184---
2006163$2,132,203$127,889$2,030iApproximate average salary by contribution assumption: employee only about $50,750 at 4% or $33,833 at 6%; with 50% employer match about $33,833 at 4% or $22,555 at 6%; with 100% employer match about $25,375 at 4% or $16,917 at 6%.
ROOSEVELT CAPITAL LLC DBA PROMOTIONS UNLIMITED PENSION PLAN-63$2,132,203$127,889$2,030iApproximate average salary by contribution assumption: employee only about $50,750 at 4% or $33,833 at 6%; with 50% employer match about $33,833 at 4% or $22,555 at 6%; with 100% employer match about $25,375 at 4% or $16,917 at 6%.