Civic Intelligence

Udis, Roth & Tokasz

Plan context: Udis, Roth & Tokasz Profit Sharing Plan

EIN 23-2562003 • Springhouse, PA • 10 filings • 1 plans

909 Sumneytown Pike Suite 208Springhouse, PA 19477
Current Snapshot

Latest Year

2009

2009 Participants

17

2009 Assets

$1,750,327

2009 Contributions

$110,114

Historical Graphs

Total Assets Over Time

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

$1,750,327$875,164$0199920052009YearValue
$1,750,327Latest year 2009

Participants Over Time

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

1790199920052009YearValue
17Latest year 2009

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
2009117$1,750,327$110,114$6,477iApproximate average salary by contribution assumption: employee only about $161,932 at 4% or $107,955 at 6%; with 50% employer match about $107,955 at 4% or $71,970 at 6%; with 100% employer match about $80,966 at 4% or $53,977 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-17$1,750,327$110,114$6,477iApproximate average salary by contribution assumption: employee only about $161,932 at 4% or $107,955 at 6%; with 50% employer match about $107,955 at 4% or $71,970 at 6%; with 100% employer match about $80,966 at 4% or $53,977 at 6%.
2008112$1,320,830$107,440$8,953iApproximate average salary by contribution assumption: employee only about $223,833 at 4% or $149,222 at 6%; with 50% employer match about $149,222 at 4% or $99,481 at 6%; with 100% employer match about $111,917 at 4% or $74,611 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-12$1,320,830$107,440$8,953iApproximate average salary by contribution assumption: employee only about $223,833 at 4% or $149,222 at 6%; with 50% employer match about $149,222 at 4% or $99,481 at 6%; with 100% employer match about $111,917 at 4% or $74,611 at 6%.
2007111$1,711,162$156,556$14,232iApproximate average salary by contribution assumption: employee only about $355,809 at 4% or $237,206 at 6%; with 50% employer match about $237,206 at 4% or $158,137 at 6%; with 100% employer match about $177,905 at 4% or $118,603 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-11$1,711,162$156,556$14,232iApproximate average salary by contribution assumption: employee only about $355,809 at 4% or $237,206 at 6%; with 50% employer match about $237,206 at 4% or $158,137 at 6%; with 100% employer match about $177,905 at 4% or $118,603 at 6%.
2006110$1,456,077$146,734$14,673iApproximate average salary by contribution assumption: employee only about $366,835 at 4% or $244,557 at 6%; with 50% employer match about $244,557 at 4% or $163,038 at 6%; with 100% employer match about $183,418 at 4% or $122,278 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-10$1,456,077$146,734$14,673iApproximate average salary by contribution assumption: employee only about $366,835 at 4% or $244,557 at 6%; with 50% employer match about $244,557 at 4% or $163,038 at 6%; with 100% employer match about $183,418 at 4% or $122,278 at 6%.
2005113$1,183,176$141,498$10,884iApproximate average salary by contribution assumption: employee only about $272,112 at 4% or $181,408 at 6%; with 50% employer match about $181,408 at 4% or $120,938 at 6%; with 100% employer match about $136,056 at 4% or $90,704 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-13$1,183,176$141,498$10,884iApproximate average salary by contribution assumption: employee only about $272,112 at 4% or $181,408 at 6%; with 50% employer match about $181,408 at 4% or $120,938 at 6%; with 100% employer match about $136,056 at 4% or $90,704 at 6%.
2004112$0$0-
Udis, Roth & Tokasz Profit Sharing Plan-12---
2003111$786,622$136,036$12,367iApproximate average salary by contribution assumption: employee only about $309,173 at 4% or $206,115 at 6%; with 50% employer match about $206,115 at 4% or $137,410 at 6%; with 100% employer match about $154,586 at 4% or $103,058 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-11$786,622$136,036$12,367iApproximate average salary by contribution assumption: employee only about $309,173 at 4% or $206,115 at 6%; with 50% employer match about $206,115 at 4% or $137,410 at 6%; with 100% employer match about $154,586 at 4% or $103,058 at 6%.
2002110$528,578$111,140$11,114iApproximate average salary by contribution assumption: employee only about $277,850 at 4% or $185,233 at 6%; with 50% employer match about $185,233 at 4% or $123,489 at 6%; with 100% employer match about $138,925 at 4% or $92,617 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-10$528,578$111,140$11,114iApproximate average salary by contribution assumption: employee only about $277,850 at 4% or $185,233 at 6%; with 50% employer match about $185,233 at 4% or $123,489 at 6%; with 100% employer match about $138,925 at 4% or $92,617 at 6%.
2001112$534,805$110,466$9,206iApproximate average salary by contribution assumption: employee only about $230,138 at 4% or $153,425 at 6%; with 50% employer match about $153,425 at 4% or $102,283 at 6%; with 100% employer match about $115,069 at 4% or $76,713 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-12$534,805$110,466$9,206iApproximate average salary by contribution assumption: employee only about $230,138 at 4% or $153,425 at 6%; with 50% employer match about $153,425 at 4% or $102,283 at 6%; with 100% employer match about $115,069 at 4% or $76,713 at 6%.
1999111$467,173$93,325$8,484iApproximate average salary by contribution assumption: employee only about $212,102 at 4% or $141,402 at 6%; with 50% employer match about $141,402 at 4% or $94,268 at 6%; with 100% employer match about $106,051 at 4% or $70,701 at 6%.
Udis, Roth & Tokasz Profit Sharing Plan-11$467,173$93,325$8,484iApproximate average salary by contribution assumption: employee only about $212,102 at 4% or $141,402 at 6%; with 50% employer match about $141,402 at 4% or $94,268 at 6%; with 100% employer match about $106,051 at 4% or $70,701 at 6%.