Civic Intelligence

Roen Associates Inc.

Plan context: Roen Associates Inc. 401(K) Plan

EIN 26-3550332 • Spokane, WA • 15 filings • 1 plans

P.O. Box 30067Spokane, WA 99223
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$326,792

2024 Contributions

$36,184

Historical Graphs

Total Assets Over Time

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

$326,792$163,396$0201020172023YearValue
$326,792Latest year 2023

Participants Over Time

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

1050201020172023YearValue
8Latest year 2023

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
202410$0$0-
Roen Associates Inc. 401(K) Plan-0$0$0-
202318$326,792$36,184$4,523iApproximate average salary by contribution assumption: employee only about $113,075 at 4% or $75,383 at 6%; with 50% employer match about $75,383 at 4% or $50,256 at 6%; with 100% employer match about $56,538 at 4% or $37,692 at 6%.
Roen Associates Inc. 401(K) Plan-8$326,792$36,184$4,523iApproximate average salary by contribution assumption: employee only about $113,075 at 4% or $75,383 at 6%; with 50% employer match about $75,383 at 4% or $50,256 at 6%; with 100% employer match about $56,538 at 4% or $37,692 at 6%.
202218$287,055$43,259$5,407iApproximate average salary by contribution assumption: employee only about $135,184 at 4% or $90,123 at 6%; with 50% employer match about $90,123 at 4% or $60,082 at 6%; with 100% employer match about $67,592 at 4% or $45,061 at 6%.
Roen Associates Inc. 401(K) Plan-8$287,055$43,259$5,407iApproximate average salary by contribution assumption: employee only about $135,184 at 4% or $90,123 at 6%; with 50% employer match about $90,123 at 4% or $60,082 at 6%; with 100% employer match about $67,592 at 4% or $45,061 at 6%.
2021110$294,579$46,339$4,634iApproximate average salary by contribution assumption: employee only about $115,847 at 4% or $77,232 at 6%; with 50% employer match about $77,232 at 4% or $51,488 at 6%; with 100% employer match about $57,924 at 4% or $38,616 at 6%.
Roen Associates Inc. 401(K) Plan-10$294,579$46,339$4,634iApproximate average salary by contribution assumption: employee only about $115,847 at 4% or $77,232 at 6%; with 50% employer match about $77,232 at 4% or $51,488 at 6%; with 100% employer match about $57,924 at 4% or $38,616 at 6%.
202019$220,919$41,408$4,601iApproximate average salary by contribution assumption: employee only about $115,022 at 4% or $76,681 at 6%; with 50% employer match about $76,681 at 4% or $51,121 at 6%; with 100% employer match about $57,511 at 4% or $38,341 at 6%.
Roen Associates Inc. 401(K) Plan-9$220,919$41,408$4,601iApproximate average salary by contribution assumption: employee only about $115,022 at 4% or $76,681 at 6%; with 50% employer match about $76,681 at 4% or $51,121 at 6%; with 100% employer match about $57,511 at 4% or $38,341 at 6%.
201919$166,091$36,448$4,050iApproximate average salary by contribution assumption: employee only about $101,244 at 4% or $67,496 at 6%; with 50% employer match about $67,496 at 4% or $44,998 at 6%; with 100% employer match about $50,622 at 4% or $33,748 at 6%.
Roen Associates Inc. 401(K) Plan-9$166,091$36,448$4,050iApproximate average salary by contribution assumption: employee only about $101,244 at 4% or $67,496 at 6%; with 50% employer match about $67,496 at 4% or $44,998 at 6%; with 100% employer match about $50,622 at 4% or $33,748 at 6%.
201816$122,179$35,670$5,945iApproximate average salary by contribution assumption: employee only about $148,625 at 4% or $99,083 at 6%; with 50% employer match about $99,083 at 4% or $66,056 at 6%; with 100% employer match about $74,313 at 4% or $49,542 at 6%.
Roen Associates Inc. 401(K) Plan-6$122,179$35,670$5,945iApproximate average salary by contribution assumption: employee only about $148,625 at 4% or $99,083 at 6%; with 50% employer match about $99,083 at 4% or $66,056 at 6%; with 100% employer match about $74,313 at 4% or $49,542 at 6%.
201717$170,450$20,101$2,872iApproximate average salary by contribution assumption: employee only about $71,789 at 4% or $47,860 at 6%; with 50% employer match about $47,860 at 4% or $31,906 at 6%; with 100% employer match about $35,895 at 4% or $23,930 at 6%.
Roen Associates Inc. 401(K) Plan-7$170,450$20,101$2,872iApproximate average salary by contribution assumption: employee only about $71,789 at 4% or $47,860 at 6%; with 50% employer match about $47,860 at 4% or $31,906 at 6%; with 100% employer match about $35,895 at 4% or $23,930 at 6%.
201617$156,590$12,593$1,799iApproximate average salary by contribution assumption: employee only about $44,975 at 4% or $29,983 at 6%; with 50% employer match about $29,983 at 4% or $19,989 at 6%; with 100% employer match about $22,488 at 4% or $14,992 at 6%.
Roen Associates Inc. 401(K) Plan-7$156,590$12,593$1,799iApproximate average salary by contribution assumption: employee only about $44,975 at 4% or $29,983 at 6%; with 50% employer match about $29,983 at 4% or $19,989 at 6%; with 100% employer match about $22,488 at 4% or $14,992 at 6%.
201517$137,179$13,143$1,878iApproximate average salary by contribution assumption: employee only about $46,939 at 4% or $31,293 at 6%; with 50% employer match about $31,293 at 4% or $20,862 at 6%; with 100% employer match about $23,470 at 4% or $15,646 at 6%.
Roen Associates Inc. 401(K) Plan-7$137,179$13,143$1,878iApproximate average salary by contribution assumption: employee only about $46,939 at 4% or $31,293 at 6%; with 50% employer match about $31,293 at 4% or $20,862 at 6%; with 100% employer match about $23,470 at 4% or $15,646 at 6%.
201419$124,135$12,950$1,439iApproximate average salary by contribution assumption: employee only about $35,972 at 4% or $23,981 at 6%; with 50% employer match about $23,981 at 4% or $15,988 at 6%; with 100% employer match about $17,986 at 4% or $11,991 at 6%.
Roen Associates Inc. 401(K) Plan-9$124,135$12,950$1,439iApproximate average salary by contribution assumption: employee only about $35,972 at 4% or $23,981 at 6%; with 50% employer match about $23,981 at 4% or $15,988 at 6%; with 100% employer match about $17,986 at 4% or $11,991 at 6%.
201318$127,230$12,757$1,595iApproximate average salary by contribution assumption: employee only about $39,866 at 4% or $26,577 at 6%; with 50% employer match about $26,577 at 4% or $17,718 at 6%; with 100% employer match about $19,933 at 4% or $13,289 at 6%.
Roen Associates Inc. 401(K) Plan-8$127,230$12,757$1,595iApproximate average salary by contribution assumption: employee only about $39,866 at 4% or $26,577 at 6%; with 50% employer match about $26,577 at 4% or $17,718 at 6%; with 100% employer match about $19,933 at 4% or $13,289 at 6%.
201218$110,473$14,807$1,851iApproximate average salary by contribution assumption: employee only about $46,272 at 4% or $30,848 at 6%; with 50% employer match about $30,848 at 4% or $20,565 at 6%; with 100% employer match about $23,136 at 4% or $15,424 at 6%.
Roen Associates Inc. 401(K) Plan-8$110,473$14,807$1,851iApproximate average salary by contribution assumption: employee only about $46,272 at 4% or $30,848 at 6%; with 50% employer match about $30,848 at 4% or $20,565 at 6%; with 100% employer match about $23,136 at 4% or $15,424 at 6%.
201118$215,471$28,045$3,506iApproximate average salary by contribution assumption: employee only about $87,641 at 4% or $58,427 at 6%; with 50% employer match about $58,427 at 4% or $38,951 at 6%; with 100% employer match about $43,820 at 4% or $29,214 at 6%.
Roen Associates Inc. 401(K) Plan-8$215,471$28,045$3,506iApproximate average salary by contribution assumption: employee only about $87,641 at 4% or $58,427 at 6%; with 50% employer match about $58,427 at 4% or $38,951 at 6%; with 100% employer match about $43,820 at 4% or $29,214 at 6%.
2010110$205,423$92,780$9,278iApproximate average salary by contribution assumption: employee only about $231,950 at 4% or $154,633 at 6%; with 50% employer match about $154,633 at 4% or $103,089 at 6%; with 100% employer match about $115,975 at 4% or $77,317 at 6%.
Roen Associates Inc. 401(K) Plan-10$205,423$92,780$9,278iApproximate average salary by contribution assumption: employee only about $231,950 at 4% or $154,633 at 6%; with 50% employer match about $154,633 at 4% or $103,089 at 6%; with 100% employer match about $115,975 at 4% or $77,317 at 6%.