Civic Intelligence

Roth and Spellman

Plan context: Roth and Spellman CPA Employees 401K Plan

EIN 22-3213535 • 26 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,990,349

2024 Contributions

$104,524

Historical Graphs

Total Assets Over Time

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

$3,990,349$1,995,175$0199920132024YearValue
$3,990,349Latest year 2024

Participants Over Time

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

740199920122024YearValue
5Latest 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
202415$3,990,349$104,524$20,905iApproximate average salary by contribution assumption: employee only about $522,620 at 4% or $348,413 at 6%; with 50% employer match about $348,413 at 4% or $232,276 at 6%; with 100% employer match about $261,310 at 4% or $174,207 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$3,990,349$104,524$20,905iApproximate average salary by contribution assumption: employee only about $522,620 at 4% or $348,413 at 6%; with 50% employer match about $348,413 at 4% or $232,276 at 6%; with 100% employer match about $261,310 at 4% or $174,207 at 6%.
202314$2,930,709$71,940$17,985iApproximate average salary by contribution assumption: employee only about $449,625 at 4% or $299,750 at 6%; with 50% employer match about $299,750 at 4% or $199,833 at 6%; with 100% employer match about $224,813 at 4% or $149,875 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$2,930,709$71,940$17,985iApproximate average salary by contribution assumption: employee only about $449,625 at 4% or $299,750 at 6%; with 50% employer match about $299,750 at 4% or $199,833 at 6%; with 100% employer match about $224,813 at 4% or $149,875 at 6%.
202214$2,379,097$66,285$16,571iApproximate average salary by contribution assumption: employee only about $414,281 at 4% or $276,188 at 6%; with 50% employer match about $276,188 at 4% or $184,125 at 6%; with 100% employer match about $207,141 at 4% or $138,094 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$2,379,097$66,285$16,571iApproximate average salary by contribution assumption: employee only about $414,281 at 4% or $276,188 at 6%; with 50% employer match about $276,188 at 4% or $184,125 at 6%; with 100% employer match about $207,141 at 4% or $138,094 at 6%.
202114$2,704,341$76,255$19,064iApproximate average salary by contribution assumption: employee only about $476,594 at 4% or $317,729 at 6%; with 50% employer match about $317,729 at 4% or $211,819 at 6%; with 100% employer match about $238,297 at 4% or $158,865 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$2,704,341$76,255$19,064iApproximate average salary by contribution assumption: employee only about $476,594 at 4% or $317,729 at 6%; with 50% employer match about $317,729 at 4% or $211,819 at 6%; with 100% employer match about $238,297 at 4% or $158,865 at 6%.
202014$2,224,300$80,521$20,130iApproximate average salary by contribution assumption: employee only about $503,256 at 4% or $335,504 at 6%; with 50% employer match about $335,504 at 4% or $223,669 at 6%; with 100% employer match about $251,628 at 4% or $167,752 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$2,224,300$80,521$20,130iApproximate average salary by contribution assumption: employee only about $503,256 at 4% or $335,504 at 6%; with 50% employer match about $335,504 at 4% or $223,669 at 6%; with 100% employer match about $251,628 at 4% or $167,752 at 6%.
201914$1,886,610$74,723$18,681iApproximate average salary by contribution assumption: employee only about $467,019 at 4% or $311,346 at 6%; with 50% employer match about $311,346 at 4% or $207,564 at 6%; with 100% employer match about $233,509 at 4% or $155,673 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$1,886,610$74,723$18,681iApproximate average salary by contribution assumption: employee only about $467,019 at 4% or $311,346 at 6%; with 50% employer match about $311,346 at 4% or $207,564 at 6%; with 100% employer match about $233,509 at 4% or $155,673 at 6%.
201814$1,440,520$66,781$16,695iApproximate average salary by contribution assumption: employee only about $417,381 at 4% or $278,254 at 6%; with 50% employer match about $278,254 at 4% or $185,503 at 6%; with 100% employer match about $208,691 at 4% or $139,127 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$1,440,520$66,781$16,695iApproximate average salary by contribution assumption: employee only about $417,381 at 4% or $278,254 at 6%; with 50% employer match about $278,254 at 4% or $185,503 at 6%; with 100% employer match about $208,691 at 4% or $139,127 at 6%.
201714$1,547,827$61,035$15,259iApproximate average salary by contribution assumption: employee only about $381,469 at 4% or $254,313 at 6%; with 50% employer match about $254,313 at 4% or $169,542 at 6%; with 100% employer match about $190,734 at 4% or $127,156 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$1,547,827$61,035$15,259iApproximate average salary by contribution assumption: employee only about $381,469 at 4% or $254,313 at 6%; with 50% employer match about $254,313 at 4% or $169,542 at 6%; with 100% employer match about $190,734 at 4% or $127,156 at 6%.
201614$1,337,835$71,320$17,830iApproximate average salary by contribution assumption: employee only about $445,750 at 4% or $297,167 at 6%; with 50% employer match about $297,167 at 4% or $198,111 at 6%; with 100% employer match about $222,875 at 4% or $148,583 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$1,337,835$71,320$17,830iApproximate average salary by contribution assumption: employee only about $445,750 at 4% or $297,167 at 6%; with 50% employer match about $297,167 at 4% or $198,111 at 6%; with 100% employer match about $222,875 at 4% or $148,583 at 6%.
201514$1,180,993$56,731$14,183iApproximate average salary by contribution assumption: employee only about $354,569 at 4% or $236,379 at 6%; with 50% employer match about $236,379 at 4% or $157,586 at 6%; with 100% employer match about $177,284 at 4% or $118,190 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$1,180,993$56,731$14,183iApproximate average salary by contribution assumption: employee only about $354,569 at 4% or $236,379 at 6%; with 50% employer match about $236,379 at 4% or $157,586 at 6%; with 100% employer match about $177,284 at 4% or $118,190 at 6%.
201414$1,112,161$57,140$14,285iApproximate average salary by contribution assumption: employee only about $357,125 at 4% or $238,083 at 6%; with 50% employer match about $238,083 at 4% or $158,722 at 6%; with 100% employer match about $178,563 at 4% or $119,042 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$1,112,161$57,140$14,285iApproximate average salary by contribution assumption: employee only about $357,125 at 4% or $238,083 at 6%; with 50% employer match about $238,083 at 4% or $158,722 at 6%; with 100% employer match about $178,563 at 4% or $119,042 at 6%.
201314$1,005,888$49,829$12,457iApproximate average salary by contribution assumption: employee only about $311,431 at 4% or $207,621 at 6%; with 50% employer match about $207,621 at 4% or $138,414 at 6%; with 100% employer match about $155,716 at 4% or $103,810 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$1,005,888$49,829$12,457iApproximate average salary by contribution assumption: employee only about $311,431 at 4% or $207,621 at 6%; with 50% employer match about $207,621 at 4% or $138,414 at 6%; with 100% employer match about $155,716 at 4% or $103,810 at 6%.
201214$875,554$47,692$11,923iApproximate average salary by contribution assumption: employee only about $298,075 at 4% or $198,717 at 6%; with 50% employer match about $198,717 at 4% or $132,478 at 6%; with 100% employer match about $149,038 at 4% or $99,358 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$875,554$47,692$11,923iApproximate average salary by contribution assumption: employee only about $298,075 at 4% or $198,717 at 6%; with 50% employer match about $198,717 at 4% or $132,478 at 6%; with 100% employer match about $149,038 at 4% or $99,358 at 6%.
201114$787,232$47,742$11,936iApproximate average salary by contribution assumption: employee only about $298,388 at 4% or $198,925 at 6%; with 50% employer match about $198,925 at 4% or $132,617 at 6%; with 100% employer match about $149,194 at 4% or $99,463 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$787,232$47,742$11,936iApproximate average salary by contribution assumption: employee only about $298,388 at 4% or $198,925 at 6%; with 50% employer match about $198,925 at 4% or $132,617 at 6%; with 100% employer match about $149,194 at 4% or $99,463 at 6%.
201014$867,235$47,698$11,925iApproximate average salary by contribution assumption: employee only about $298,113 at 4% or $198,742 at 6%; with 50% employer match about $198,742 at 4% or $132,494 at 6%; with 100% employer match about $149,056 at 4% or $99,371 at 6%.
Roth and Spellman CPA Employees 401K Plan-4$867,235$47,698$11,925iApproximate average salary by contribution assumption: employee only about $298,113 at 4% or $198,742 at 6%; with 50% employer match about $198,742 at 4% or $132,494 at 6%; with 100% employer match about $149,056 at 4% or $99,371 at 6%.
200915$822,905$48,287$9,657iApproximate average salary by contribution assumption: employee only about $241,435 at 4% or $160,957 at 6%; with 50% employer match about $160,957 at 4% or $107,304 at 6%; with 100% employer match about $120,718 at 4% or $80,478 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$822,905$48,287$9,657iApproximate average salary by contribution assumption: employee only about $241,435 at 4% or $160,957 at 6%; with 50% employer match about $160,957 at 4% or $107,304 at 6%; with 100% employer match about $120,718 at 4% or $80,478 at 6%.
200815$534,781$47,132$9,426iApproximate average salary by contribution assumption: employee only about $235,660 at 4% or $157,107 at 6%; with 50% employer match about $157,107 at 4% or $104,738 at 6%; with 100% employer match about $117,830 at 4% or $78,553 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$534,781$47,132$9,426iApproximate average salary by contribution assumption: employee only about $235,660 at 4% or $157,107 at 6%; with 50% employer match about $157,107 at 4% or $104,738 at 6%; with 100% employer match about $117,830 at 4% or $78,553 at 6%.
200715$0$0-
Roth and Spellman CPA Employees 401K Plan-5---
200617$765,936$52,711$7,530iApproximate average salary by contribution assumption: employee only about $188,254 at 4% or $125,502 at 6%; with 50% employer match about $125,502 at 4% or $83,668 at 6%; with 100% employer match about $94,127 at 4% or $62,751 at 6%.
Roth and Spellman CPA Employees 401K Plan-7$765,936$52,711$7,530iApproximate average salary by contribution assumption: employee only about $188,254 at 4% or $125,502 at 6%; with 50% employer match about $125,502 at 4% or $83,668 at 6%; with 100% employer match about $94,127 at 4% or $62,751 at 6%.
200516$645,648$58,256$9,709iApproximate average salary by contribution assumption: employee only about $242,733 at 4% or $161,822 at 6%; with 50% employer match about $161,822 at 4% or $107,881 at 6%; with 100% employer match about $121,367 at 4% or $80,911 at 6%.
Roth and Spellman CPA Employees 401K Plan-6$645,648$58,256$9,709iApproximate average salary by contribution assumption: employee only about $242,733 at 4% or $161,822 at 6%; with 50% employer match about $161,822 at 4% or $107,881 at 6%; with 100% employer match about $121,367 at 4% or $80,911 at 6%.
200415$637,376$45,127$9,025iApproximate average salary by contribution assumption: employee only about $225,635 at 4% or $150,423 at 6%; with 50% employer match about $150,423 at 4% or $100,282 at 6%; with 100% employer match about $112,818 at 4% or $75,212 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$637,376$45,127$9,025iApproximate average salary by contribution assumption: employee only about $225,635 at 4% or $150,423 at 6%; with 50% employer match about $150,423 at 4% or $100,282 at 6%; with 100% employer match about $112,818 at 4% or $75,212 at 6%.
200315$496,266$38,009$7,602iApproximate average salary by contribution assumption: employee only about $190,045 at 4% or $126,697 at 6%; with 50% employer match about $126,697 at 4% or $84,464 at 6%; with 100% employer match about $95,023 at 4% or $63,348 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$496,266$38,009$7,602iApproximate average salary by contribution assumption: employee only about $190,045 at 4% or $126,697 at 6%; with 50% employer match about $126,697 at 4% or $84,464 at 6%; with 100% employer match about $95,023 at 4% or $63,348 at 6%.
200215$325,034$32,875$6,575iApproximate average salary by contribution assumption: employee only about $164,375 at 4% or $109,583 at 6%; with 50% employer match about $109,583 at 4% or $73,056 at 6%; with 100% employer match about $82,188 at 4% or $54,792 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$325,034$32,875$6,575iApproximate average salary by contribution assumption: employee only about $164,375 at 4% or $109,583 at 6%; with 50% employer match about $109,583 at 4% or $73,056 at 6%; with 100% employer match about $82,188 at 4% or $54,792 at 6%.
200115$0$0-
Roth and Spellman CPA Employees 401K Plan-5---
200015$398,298$31,690$6,338iApproximate average salary by contribution assumption: employee only about $158,450 at 4% or $105,633 at 6%; with 50% employer match about $105,633 at 4% or $70,422 at 6%; with 100% employer match about $79,225 at 4% or $52,817 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$398,298$31,690$6,338iApproximate average salary by contribution assumption: employee only about $158,450 at 4% or $105,633 at 6%; with 50% employer match about $105,633 at 4% or $70,422 at 6%; with 100% employer match about $79,225 at 4% or $52,817 at 6%.
199915$400,773$31,269$6,254iApproximate average salary by contribution assumption: employee only about $156,345 at 4% or $104,230 at 6%; with 50% employer match about $104,230 at 4% or $69,487 at 6%; with 100% employer match about $78,173 at 4% or $52,115 at 6%.
Roth and Spellman CPA Employees 401K Plan-5$400,773$31,269$6,254iApproximate average salary by contribution assumption: employee only about $156,345 at 4% or $104,230 at 6%; with 50% employer match about $104,230 at 4% or $69,487 at 6%; with 100% employer match about $78,173 at 4% or $52,115 at 6%.