Civic Intelligence

Roundview Capital LLC

Plan context: Roundview Capital LLC 401(K) Profit Sharing Plan

EIN 26-2457538 • Princeton, NJ • 23 filings • 3 plans

182 Nassau Street - Suite 201Princeton, NJ 08542
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$11,621,984

2024 Contributions

$808,470

Historical Graphs

Total Assets Over Time

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

$11,621,984$5,810,992$0201020172024YearValue
$11,621,984Latest year 2024

Participants Over Time

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

1370201020172024YearValue
13Latest 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
2024213$11,621,984$808,470$62,190iApproximate average salary by contribution assumption: employee only about $1,554,750 at 4% or $1,036,500 at 6%; with 50% employer match about $1,036,500 at 4% or $691,000 at 6%; with 100% employer match about $777,375 at 4% or $518,250 at 6%.
Roundview Capital LLC 401(K) Profit Sharing Plan-13$8,320,417$399,983$30,768iApproximate average salary by contribution assumption: employee only about $769,198 at 4% or $512,799 at 6%; with 50% employer match about $512,799 at 4% or $341,866 at 6%; with 100% employer match about $384,599 at 4% or $256,399 at 6%.
Roundview Capital LLC Cash Balance Pension Plan-10$3,301,567$408,487$40,849iApproximate average salary by contribution assumption: employee only about $1,021,217 at 4% or $680,812 at 6%; with 50% employer match about $680,812 at 4% or $453,874 at 6%; with 100% employer match about $510,609 at 4% or $340,406 at 6%.
2023212$9,059,535$757,638$63,137iApproximate average salary by contribution assumption: employee only about $1,578,413 at 4% or $1,052,275 at 6%; with 50% employer match about $1,052,275 at 4% or $701,517 at 6%; with 100% employer match about $789,206 at 4% or $526,138 at 6%.
Roundview Capital LLC 401(K) Profit Sharing Plan-12$6,556,667$369,874$30,823iApproximate average salary by contribution assumption: employee only about $770,571 at 4% or $513,714 at 6%; with 50% employer match about $513,714 at 4% or $342,476 at 6%; with 100% employer match about $385,285 at 4% or $256,857 at 6%.
Roundview Capital LLC Cash Balance Pension Plan-9$2,502,868$387,764$43,085iApproximate average salary by contribution assumption: employee only about $1,077,122 at 4% or $718,081 at 6%; with 50% employer match about $718,081 at 4% or $478,721 at 6%; with 100% employer match about $538,561 at 4% or $359,041 at 6%.
2022213$6,910,583$761,287$58,561iApproximate average salary by contribution assumption: employee only about $1,464,013 at 4% or $976,009 at 6%; with 50% employer match about $976,009 at 4% or $650,673 at 6%; with 100% employer match about $732,007 at 4% or $488,004 at 6%.
Roundview Capital LLC 401(K) Profit Sharing Plan-13$5,112,083$396,588$30,507iApproximate average salary by contribution assumption: employee only about $762,669 at 4% or $508,446 at 6%; with 50% employer match about $508,446 at 4% or $338,964 at 6%; with 100% employer match about $381,335 at 4% or $254,223 at 6%.
Roundview Capital LLC Cash Balance Pension Plan-9$1,798,500$364,699$40,522iApproximate average salary by contribution assumption: employee only about $1,013,053 at 4% or $675,369 at 6%; with 50% employer match about $675,369 at 4% or $450,246 at 6%; with 100% employer match about $506,526 at 4% or $337,684 at 6%.
2021212$7,140,473$751,061$62,588iApproximate average salary by contribution assumption: employee only about $1,564,710 at 4% or $1,043,140 at 6%; with 50% employer match about $1,043,140 at 4% or $695,427 at 6%; with 100% employer match about $782,355 at 4% or $521,570 at 6%.
Roundview Capital LLC 401(K) Profit Sharing Plan-12$5,491,673$346,720$28,893iApproximate average salary by contribution assumption: employee only about $722,333 at 4% or $481,556 at 6%; with 50% employer match about $481,556 at 4% or $321,037 at 6%; with 100% employer match about $361,167 at 4% or $240,778 at 6%.
Roundview Capital LLC Cash Balance Pension Plan-9$1,648,800$404,341$44,927iApproximate average salary by contribution assumption: employee only about $1,123,169 at 4% or $748,780 at 6%; with 50% employer match about $748,780 at 4% or $499,186 at 6%; with 100% employer match about $561,585 at 4% or $374,390 at 6%.
2020212$5,276,837$698,510$58,209iApproximate average salary by contribution assumption: employee only about $1,455,229 at 4% or $970,153 at 6%; with 50% employer match about $970,153 at 4% or $646,769 at 6%; with 100% employer match about $727,615 at 4% or $485,076 at 6%.
Roundview Capital LLC 401(K) Profit Sharing Plan-12$4,213,505$302,985$25,249iApproximate average salary by contribution assumption: employee only about $631,219 at 4% or $420,813 at 6%; with 50% employer match about $420,813 at 4% or $280,542 at 6%; with 100% employer match about $315,609 at 4% or $210,406 at 6%.
Roundview Capital LLC Cash Balance Pension Plan-9$1,063,332$395,525$43,947iApproximate average salary by contribution assumption: employee only about $1,098,681 at 4% or $732,454 at 6%; with 50% employer match about $732,454 at 4% or $488,302 at 6%; with 100% employer match about $549,340 at 4% or $366,227 at 6%.
2019211$3,790,457$537,054$48,823iApproximate average salary by contribution assumption: employee only about $1,220,577 at 4% or $813,718 at 6%; with 50% employer match about $813,718 at 4% or $542,479 at 6%; with 100% employer match about $610,289 at 4% or $406,859 at 6%.
Roundview Capital LLC 401(K) Profit Sharing Plan-11$3,257,978$277,112$25,192iApproximate average salary by contribution assumption: employee only about $629,800 at 4% or $419,867 at 6%; with 50% employer match about $419,867 at 4% or $279,911 at 6%; with 100% employer match about $314,900 at 4% or $209,933 at 6%.
Roundview Capital LLC Cash Balance Pension Plan-6$532,479$259,942$43,324iApproximate average salary by contribution assumption: employee only about $1,083,092 at 4% or $722,061 at 6%; with 50% employer match about $722,061 at 4% or $481,374 at 6%; with 100% employer match about $541,546 at 4% or $361,031 at 6%.
2018311$3,191,482$449,525$40,866iApproximate average salary by contribution assumption: employee only about $1,021,648 at 4% or $681,098 at 6%; with 50% employer match about $681,098 at 4% or $454,066 at 6%; with 100% employer match about $510,824 at 4% or $340,549 at 6%.
Roundview Capital LLC 401(K) Profit Sharing Plan-11$2,938,693$0-
Roundview Capital LLC Cash Balance Pension Plan-6$252,789$252,789$42,132iApproximate average salary by contribution assumption: employee only about $1,053,288 at 4% or $702,192 at 6%; with 50% employer match about $702,192 at 4% or $468,128 at 6%; with 100% employer match about $526,644 at 4% or $351,096 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-0$0$196,736-
2017111$2,830,196$184,925$16,811iApproximate average salary by contribution assumption: employee only about $420,284 at 4% or $280,189 at 6%; with 50% employer match about $280,189 at 4% or $186,793 at 6%; with 100% employer match about $210,142 at 4% or $140,095 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-11$2,830,196$184,925$16,811iApproximate average salary by contribution assumption: employee only about $420,284 at 4% or $280,189 at 6%; with 50% employer match about $280,189 at 4% or $186,793 at 6%; with 100% employer match about $210,142 at 4% or $140,095 at 6%.
201618$2,232,842$144,971$18,121iApproximate average salary by contribution assumption: employee only about $453,034 at 4% or $302,023 at 6%; with 50% employer match about $302,023 at 4% or $201,349 at 6%; with 100% employer match about $226,517 at 4% or $151,011 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-8$2,232,842$144,971$18,121iApproximate average salary by contribution assumption: employee only about $453,034 at 4% or $302,023 at 6%; with 50% employer match about $302,023 at 4% or $201,349 at 6%; with 100% employer match about $226,517 at 4% or $151,011 at 6%.
2015110$1,894,837$124,652$12,465iApproximate average salary by contribution assumption: employee only about $311,630 at 4% or $207,753 at 6%; with 50% employer match about $207,753 at 4% or $138,502 at 6%; with 100% employer match about $155,815 at 4% or $103,877 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-10$1,894,837$124,652$12,465iApproximate average salary by contribution assumption: employee only about $311,630 at 4% or $207,753 at 6%; with 50% employer match about $207,753 at 4% or $138,502 at 6%; with 100% employer match about $155,815 at 4% or $103,877 at 6%.
201418$1,991,601$111,592$13,949iApproximate average salary by contribution assumption: employee only about $348,725 at 4% or $232,483 at 6%; with 50% employer match about $232,483 at 4% or $154,989 at 6%; with 100% employer match about $174,363 at 4% or $116,242 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-8$1,991,601$111,592$13,949iApproximate average salary by contribution assumption: employee only about $348,725 at 4% or $232,483 at 6%; with 50% employer match about $232,483 at 4% or $154,989 at 6%; with 100% employer match about $174,363 at 4% or $116,242 at 6%.
201316$1,723,880$123,203$20,534iApproximate average salary by contribution assumption: employee only about $513,346 at 4% or $342,231 at 6%; with 50% employer match about $342,231 at 4% or $228,154 at 6%; with 100% employer match about $256,673 at 4% or $171,115 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-6$1,723,880$123,203$20,534iApproximate average salary by contribution assumption: employee only about $513,346 at 4% or $342,231 at 6%; with 50% employer match about $342,231 at 4% or $228,154 at 6%; with 100% employer match about $256,673 at 4% or $171,115 at 6%.
201216$1,322,756$99,017$16,503iApproximate average salary by contribution assumption: employee only about $412,571 at 4% or $275,047 at 6%; with 50% employer match about $275,047 at 4% or $183,365 at 6%; with 100% employer match about $206,285 at 4% or $137,524 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-6$1,322,756$99,017$16,503iApproximate average salary by contribution assumption: employee only about $412,571 at 4% or $275,047 at 6%; with 50% employer match about $275,047 at 4% or $183,365 at 6%; with 100% employer match about $206,285 at 4% or $137,524 at 6%.
201116$1,069,729$99,011$16,502iApproximate average salary by contribution assumption: employee only about $412,546 at 4% or $275,031 at 6%; with 50% employer match about $275,031 at 4% or $183,354 at 6%; with 100% employer match about $206,273 at 4% or $137,515 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-6$1,069,729$99,011$16,502iApproximate average salary by contribution assumption: employee only about $412,546 at 4% or $275,031 at 6%; with 50% employer match about $275,031 at 4% or $183,354 at 6%; with 100% employer match about $206,273 at 4% or $137,515 at 6%.
201015$1,008,124$94,632$18,926iApproximate average salary by contribution assumption: employee only about $473,160 at 4% or $315,440 at 6%; with 50% employer match about $315,440 at 4% or $210,293 at 6%; with 100% employer match about $236,580 at 4% or $157,720 at 6%.
Roundview Capital LLC Ee'S Savings and Investment Plan-5$1,008,124$94,632$18,926iApproximate average salary by contribution assumption: employee only about $473,160 at 4% or $315,440 at 6%; with 50% employer match about $315,440 at 4% or $210,293 at 6%; with 100% employer match about $236,580 at 4% or $157,720 at 6%.