Civic Intelligence

Rounds & Brooks, Cpas PC.

Plan context: Rounds & Brooks, Cpas PC. 401K Plan

EIN 26-0880031 • Montrose, CO • 13 filings • 2 plans

321 S. 9th, Ste AMontrose, CO 81401
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$589,504

2024 Contributions

$43,683

Historical Graphs

Total Assets Over Time

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

$589,504$294,752$0201220182024YearValue
$589,504Latest year 2024

Participants Over Time

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

630201220182024YearValue
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$589,504$43,683$8,737iApproximate average salary by contribution assumption: employee only about $218,415 at 4% or $145,610 at 6%; with 50% employer match about $145,610 at 4% or $97,073 at 6%; with 100% employer match about $109,208 at 4% or $72,805 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-5$589,504$43,683$8,737iApproximate average salary by contribution assumption: employee only about $218,415 at 4% or $145,610 at 6%; with 50% employer match about $145,610 at 4% or $97,073 at 6%; with 100% employer match about $109,208 at 4% or $72,805 at 6%.
202315$507,048$40,001$8,000iApproximate average salary by contribution assumption: employee only about $200,005 at 4% or $133,337 at 6%; with 50% employer match about $133,337 at 4% or $88,891 at 6%; with 100% employer match about $100,003 at 4% or $66,668 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-5$507,048$40,001$8,000iApproximate average salary by contribution assumption: employee only about $200,005 at 4% or $133,337 at 6%; with 50% employer match about $133,337 at 4% or $88,891 at 6%; with 100% employer match about $100,003 at 4% or $66,668 at 6%.
202215$417,910$36,422$7,284iApproximate average salary by contribution assumption: employee only about $182,110 at 4% or $121,407 at 6%; with 50% employer match about $121,407 at 4% or $80,938 at 6%; with 100% employer match about $91,055 at 4% or $60,703 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-5$417,910$36,422$7,284iApproximate average salary by contribution assumption: employee only about $182,110 at 4% or $121,407 at 6%; with 50% employer match about $121,407 at 4% or $80,938 at 6%; with 100% employer match about $91,055 at 4% or $60,703 at 6%.
202115$470,423$33,194$6,639iApproximate average salary by contribution assumption: employee only about $165,970 at 4% or $110,647 at 6%; with 50% employer match about $110,647 at 4% or $73,764 at 6%; with 100% employer match about $82,985 at 4% or $55,323 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-5$470,423$33,194$6,639iApproximate average salary by contribution assumption: employee only about $165,970 at 4% or $110,647 at 6%; with 50% employer match about $110,647 at 4% or $73,764 at 6%; with 100% employer match about $82,985 at 4% or $55,323 at 6%.
202015$413,119$29,124$5,825iApproximate average salary by contribution assumption: employee only about $145,620 at 4% or $97,080 at 6%; with 50% employer match about $97,080 at 4% or $64,720 at 6%; with 100% employer match about $72,810 at 4% or $48,540 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-5$413,119$29,124$5,825iApproximate average salary by contribution assumption: employee only about $145,620 at 4% or $97,080 at 6%; with 50% employer match about $97,080 at 4% or $64,720 at 6%; with 100% employer match about $72,810 at 4% or $48,540 at 6%.
201915$349,019$26,734$5,347iApproximate average salary by contribution assumption: employee only about $133,670 at 4% or $89,113 at 6%; with 50% employer match about $89,113 at 4% or $59,409 at 6%; with 100% employer match about $66,835 at 4% or $44,557 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-5$349,019$26,734$5,347iApproximate average salary by contribution assumption: employee only about $133,670 at 4% or $89,113 at 6%; with 50% employer match about $89,113 at 4% or $59,409 at 6%; with 100% employer match about $66,835 at 4% or $44,557 at 6%.
201816$280,640$35,699$5,950iApproximate average salary by contribution assumption: employee only about $148,746 at 4% or $99,164 at 6%; with 50% employer match about $99,164 at 4% or $66,109 at 6%; with 100% employer match about $74,373 at 4% or $49,582 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-6$280,640$35,699$5,950iApproximate average salary by contribution assumption: employee only about $148,746 at 4% or $99,164 at 6%; with 50% employer match about $99,164 at 4% or $66,109 at 6%; with 100% employer match about $74,373 at 4% or $49,582 at 6%.
201715$258,763$44,538$8,908iApproximate average salary by contribution assumption: employee only about $222,690 at 4% or $148,460 at 6%; with 50% employer match about $148,460 at 4% or $98,973 at 6%; with 100% employer match about $111,345 at 4% or $74,230 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-5$258,763$44,538$8,908iApproximate average salary by contribution assumption: employee only about $222,690 at 4% or $148,460 at 6%; with 50% employer match about $148,460 at 4% or $98,973 at 6%; with 100% employer match about $111,345 at 4% or $74,230 at 6%.
201614$192,803$36,533$9,133iApproximate average salary by contribution assumption: employee only about $228,331 at 4% or $152,221 at 6%; with 50% employer match about $152,221 at 4% or $101,481 at 6%; with 100% employer match about $114,166 at 4% or $76,110 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-4$192,803$36,533$9,133iApproximate average salary by contribution assumption: employee only about $228,331 at 4% or $152,221 at 6%; with 50% employer match about $152,221 at 4% or $101,481 at 6%; with 100% employer match about $114,166 at 4% or $76,110 at 6%.
201514$144,601$38,544$9,636iApproximate average salary by contribution assumption: employee only about $240,900 at 4% or $160,600 at 6%; with 50% employer match about $160,600 at 4% or $107,067 at 6%; with 100% employer match about $120,450 at 4% or $80,300 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-4$144,601$38,544$9,636iApproximate average salary by contribution assumption: employee only about $240,900 at 4% or $160,600 at 6%; with 50% employer match about $160,600 at 4% or $107,067 at 6%; with 100% employer match about $120,450 at 4% or $80,300 at 6%.
201413$115,041$30,070$10,023iApproximate average salary by contribution assumption: employee only about $250,583 at 4% or $167,056 at 6%; with 50% employer match about $167,056 at 4% or $111,370 at 6%; with 100% employer match about $125,292 at 4% or $83,528 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-3$115,041$30,070$10,023iApproximate average salary by contribution assumption: employee only about $250,583 at 4% or $167,056 at 6%; with 50% employer match about $167,056 at 4% or $111,370 at 6%; with 100% employer match about $125,292 at 4% or $83,528 at 6%.
201313$95,084$17,921$5,974iApproximate average salary by contribution assumption: employee only about $149,342 at 4% or $99,561 at 6%; with 50% employer match about $99,561 at 4% or $66,374 at 6%; with 100% employer match about $74,671 at 4% or $49,781 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-3$95,084$17,921$5,974iApproximate average salary by contribution assumption: employee only about $149,342 at 4% or $99,561 at 6%; with 50% employer match about $99,561 at 4% or $66,374 at 6%; with 100% employer match about $74,671 at 4% or $49,781 at 6%.
201213$74,579$72,799$24,266iApproximate average salary by contribution assumption: employee only about $606,658 at 4% or $404,439 at 6%; with 50% employer match about $404,439 at 4% or $269,626 at 6%; with 100% employer match about $303,329 at 4% or $202,219 at 6%.
Rounds & Brooks, Cpas PC. 401K Plan-3$74,579$72,799$24,266iApproximate average salary by contribution assumption: employee only about $606,658 at 4% or $404,439 at 6%; with 50% employer match about $404,439 at 4% or $269,626 at 6%; with 100% employer match about $303,329 at 4% or $202,219 at 6%.