Civic Intelligence

Roeger Walker Cassel & Holko

Plan context: Roeger Walker, Cassel & Holko Retirement & Savings Plan

EIN 23-2394503 • 9 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$1,379,282

2007 Contributions

$46,150

Historical Graphs

Total Assets Over Time

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

$1,465,487$732,744$0199920032006YearValue
$1,379,282Latest year 2006

Participants Over Time

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

1370199920032005YearValue
2Latest year 2005

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
200710$0$0-
Roeger Walker, Cassel & Holko Retirement & Savings Plan-0---
200610$1,379,282$0-
Roeger Walker, Cassel & Holko Retirement & Savings Plan-0$1,379,282--
200512$1,284,601$46,150$23,075iApproximate average salary by contribution assumption: employee only about $576,875 at 4% or $384,583 at 6%; with 50% employer match about $384,583 at 4% or $256,389 at 6%; with 100% employer match about $288,438 at 4% or $192,292 at 6%.
Roeger Walker, Cassel & Holko Retirement & Savings Plan-2$1,284,601$46,150$23,075iApproximate average salary by contribution assumption: employee only about $576,875 at 4% or $384,583 at 6%; with 50% employer match about $384,583 at 4% or $256,389 at 6%; with 100% employer match about $288,438 at 4% or $192,292 at 6%.
200412$1,178,077$44,136$22,068iApproximate average salary by contribution assumption: employee only about $551,700 at 4% or $367,800 at 6%; with 50% employer match about $367,800 at 4% or $245,200 at 6%; with 100% employer match about $275,850 at 4% or $183,900 at 6%.
Roeger Walker, Cassel & Holko Retirement & Savings Plan-2$1,178,077$44,136$22,068iApproximate average salary by contribution assumption: employee only about $551,700 at 4% or $367,800 at 6%; with 50% employer match about $367,800 at 4% or $245,200 at 6%; with 100% employer match about $275,850 at 4% or $183,900 at 6%.
200312$1,329,185$66,905$33,453iApproximate average salary by contribution assumption: employee only about $836,313 at 4% or $557,542 at 6%; with 50% employer match about $557,542 at 4% or $371,694 at 6%; with 100% employer match about $418,156 at 4% or $278,771 at 6%.
Roeger Walker, Cassel & Holko Retirement & Savings Plan-2$1,329,185$66,905$33,453iApproximate average salary by contribution assumption: employee only about $836,313 at 4% or $557,542 at 6%; with 50% employer match about $557,542 at 4% or $371,694 at 6%; with 100% employer match about $418,156 at 4% or $278,771 at 6%.
200219$1,257,888$115,272$12,808iApproximate average salary by contribution assumption: employee only about $320,200 at 4% or $213,467 at 6%; with 50% employer match about $213,467 at 4% or $142,311 at 6%; with 100% employer match about $160,100 at 4% or $106,733 at 6%.
Roeger Walker, Cassel & Holko Retirement & Savings Plan-9$1,257,888$115,272$12,808iApproximate average salary by contribution assumption: employee only about $320,200 at 4% or $213,467 at 6%; with 50% employer match about $213,467 at 4% or $142,311 at 6%; with 100% employer match about $160,100 at 4% or $106,733 at 6%.
200110$1,348,933$83,531-
Roeger Walker, Cassel & Holko Retirement & Savings Plan-0$1,348,933$83,531-
2000110$1,401,618$72,855$7,286iApproximate average salary by contribution assumption: employee only about $182,138 at 4% or $121,425 at 6%; with 50% employer match about $121,425 at 4% or $80,950 at 6%; with 100% employer match about $91,069 at 4% or $60,713 at 6%.
Roeger Walker, Cassel & Holko Retirement & Savings Plan-10$1,401,618$72,855$7,286iApproximate average salary by contribution assumption: employee only about $182,138 at 4% or $121,425 at 6%; with 50% employer match about $121,425 at 4% or $80,950 at 6%; with 100% employer match about $91,069 at 4% or $60,713 at 6%.
1999113$1,465,487$131,301$10,100iApproximate average salary by contribution assumption: employee only about $252,502 at 4% or $168,335 at 6%; with 50% employer match about $168,335 at 4% or $112,223 at 6%; with 100% employer match about $126,251 at 4% or $84,167 at 6%.
Roeger Walker, Cassel & Holko Retirement & Savings Plan-13$1,465,487$131,301$10,100iApproximate average salary by contribution assumption: employee only about $252,502 at 4% or $168,335 at 6%; with 50% employer match about $168,335 at 4% or $112,223 at 6%; with 100% employer match about $126,251 at 4% or $84,167 at 6%.