Civic Intelligence

Roth Doner Jackson PLC.

Plan context: Roth Doner Jackson PLC. Retirement Plan

EIN 27-1633475 • Mclean, VA • 15 filings • 3 plans

8200 Greensboro Drive, Suite 820Mclean, VA 22102
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$8,606,469

2024 Contributions

$697,061

Historical Graphs

Total Assets Over Time

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

$8,606,469$4,303,235$0201020172024YearValue
$8,606,469Latest year 2024

Participants Over Time

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

41210201020172024YearValue
41Latest 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
2024141$8,606,469$697,061$17,001iApproximate average salary by contribution assumption: employee only about $425,037 at 4% or $283,358 at 6%; with 50% employer match about $283,358 at 4% or $188,905 at 6%; with 100% employer match about $212,519 at 4% or $141,679 at 6%.
Roth Doner Jackson PLC. Retirement Plan-41$8,606,469$697,061$17,001iApproximate average salary by contribution assumption: employee only about $425,037 at 4% or $283,358 at 6%; with 50% employer match about $283,358 at 4% or $188,905 at 6%; with 100% employer match about $212,519 at 4% or $141,679 at 6%.
2023138$7,221,287$678,527$17,856iApproximate average salary by contribution assumption: employee only about $446,399 at 4% or $297,600 at 6%; with 50% employer match about $297,600 at 4% or $198,400 at 6%; with 100% employer match about $223,200 at 4% or $148,800 at 6%.
Roth Doner Jackson PLC. Retirement Plan-38$7,221,287$678,527$17,856iApproximate average salary by contribution assumption: employee only about $446,399 at 4% or $297,600 at 6%; with 50% employer match about $297,600 at 4% or $198,400 at 6%; with 100% employer match about $223,200 at 4% or $148,800 at 6%.
2022135$5,691,201$650,352$18,581iApproximate average salary by contribution assumption: employee only about $464,537 at 4% or $309,691 at 6%; with 50% employer match about $309,691 at 4% or $206,461 at 6%; with 100% employer match about $232,269 at 4% or $154,846 at 6%.
Roth Doner Jackson PLC. Retirement Plan-35$5,691,201$650,352$18,581iApproximate average salary by contribution assumption: employee only about $464,537 at 4% or $309,691 at 6%; with 50% employer match about $309,691 at 4% or $206,461 at 6%; with 100% employer match about $232,269 at 4% or $154,846 at 6%.
2021134$5,968,006$654,724$19,257iApproximate average salary by contribution assumption: employee only about $481,415 at 4% or $320,943 at 6%; with 50% employer match about $320,943 at 4% or $213,962 at 6%; with 100% employer match about $240,707 at 4% or $160,472 at 6%.
Roth Doner Jackson PLC. Retirement Plan-34$5,968,006$654,724$19,257iApproximate average salary by contribution assumption: employee only about $481,415 at 4% or $320,943 at 6%; with 50% employer match about $320,943 at 4% or $213,962 at 6%; with 100% employer match about $240,707 at 4% or $160,472 at 6%.
2020135$4,793,288$604,738$17,278iApproximate average salary by contribution assumption: employee only about $431,956 at 4% or $287,970 at 6%; with 50% employer match about $287,970 at 4% or $191,980 at 6%; with 100% employer match about $215,978 at 4% or $143,985 at 6%.
Roth Doner Jackson PLC. Retirement Plan-35$4,793,288$604,738$17,278iApproximate average salary by contribution assumption: employee only about $431,956 at 4% or $287,970 at 6%; with 50% employer match about $287,970 at 4% or $191,980 at 6%; with 100% employer match about $215,978 at 4% or $143,985 at 6%.
2019124$3,665,825$826,854$34,452iApproximate average salary by contribution assumption: employee only about $861,306 at 4% or $574,204 at 6%; with 50% employer match about $574,204 at 4% or $382,803 at 6%; with 100% employer match about $430,653 at 4% or $287,102 at 6%.
Roth Doner Jackson PLC. Retirement Plan-24$3,665,825$826,854$34,452iApproximate average salary by contribution assumption: employee only about $861,306 at 4% or $574,204 at 6%; with 50% employer match about $574,204 at 4% or $382,803 at 6%; with 100% employer match about $430,653 at 4% or $287,102 at 6%.
2018123$2,790,472$444,356$19,320iApproximate average salary by contribution assumption: employee only about $482,996 at 4% or $321,997 at 6%; with 50% employer match about $321,997 at 4% or $214,665 at 6%; with 100% employer match about $241,498 at 4% or $160,999 at 6%.
Roth Doner Jackson PLC. Retirement Plan-23$2,790,472$444,356$19,320iApproximate average salary by contribution assumption: employee only about $482,996 at 4% or $321,997 at 6%; with 50% employer match about $321,997 at 4% or $214,665 at 6%; with 100% employer match about $241,498 at 4% or $160,999 at 6%.
2017119$2,592,359$401,295$21,121iApproximate average salary by contribution assumption: employee only about $528,020 at 4% or $352,013 at 6%; with 50% employer match about $352,013 at 4% or $234,675 at 6%; with 100% employer match about $264,010 at 4% or $176,007 at 6%.
Roth Doner Jackson PLC. Retirement Plan-19$2,592,359$401,295$21,121iApproximate average salary by contribution assumption: employee only about $528,020 at 4% or $352,013 at 6%; with 50% employer match about $352,013 at 4% or $234,675 at 6%; with 100% employer match about $264,010 at 4% or $176,007 at 6%.
2016117$2,374,007$400,830$23,578iApproximate average salary by contribution assumption: employee only about $589,456 at 4% or $392,971 at 6%; with 50% employer match about $392,971 at 4% or $261,980 at 6%; with 100% employer match about $294,728 at 4% or $196,485 at 6%.
Roth Doner Jackson PLC. Retirement Plan-17$2,374,007$400,830$23,578iApproximate average salary by contribution assumption: employee only about $589,456 at 4% or $392,971 at 6%; with 50% employer match about $392,971 at 4% or $261,980 at 6%; with 100% employer match about $294,728 at 4% or $196,485 at 6%.
2015117$1,836,546$362,828$21,343iApproximate average salary by contribution assumption: employee only about $533,571 at 4% or $355,714 at 6%; with 50% employer match about $355,714 at 4% or $237,142 at 6%; with 100% employer match about $266,785 at 4% or $177,857 at 6%.
Roth Doner Jackson PLC. Retirement Plan-17$1,836,546$362,828$21,343iApproximate average salary by contribution assumption: employee only about $533,571 at 4% or $355,714 at 6%; with 50% employer match about $355,714 at 4% or $237,142 at 6%; with 100% employer match about $266,785 at 4% or $177,857 at 6%.
2014117$1,502,606$334,453$19,674iApproximate average salary by contribution assumption: employee only about $491,843 at 4% or $327,895 at 6%; with 50% employer match about $327,895 at 4% or $218,597 at 6%; with 100% employer match about $245,921 at 4% or $163,948 at 6%.
Roth Doner Jackson PLC. Retirement Plan-17$1,502,606$334,453$19,674iApproximate average salary by contribution assumption: employee only about $491,843 at 4% or $327,895 at 6%; with 50% employer match about $327,895 at 4% or $218,597 at 6%; with 100% employer match about $245,921 at 4% or $163,948 at 6%.
2013114$1,102,879$291,881$20,849iApproximate average salary by contribution assumption: employee only about $521,216 at 4% or $347,477 at 6%; with 50% employer match about $347,477 at 4% or $231,652 at 6%; with 100% employer match about $260,608 at 4% or $173,739 at 6%.
Roth Doner Jackson PLC. Retirement Plan-14$1,102,879$291,881$20,849iApproximate average salary by contribution assumption: employee only about $521,216 at 4% or $347,477 at 6%; with 50% employer match about $347,477 at 4% or $231,652 at 6%; with 100% employer match about $260,608 at 4% or $173,739 at 6%.
2012111$669,052$255,996$23,272iApproximate average salary by contribution assumption: employee only about $581,809 at 4% or $387,873 at 6%; with 50% employer match about $387,873 at 4% or $258,582 at 6%; with 100% employer match about $290,905 at 4% or $193,936 at 6%.
Roth Doner Jackson PLC. Retirement Plan-11$669,052$255,996$23,272iApproximate average salary by contribution assumption: employee only about $581,809 at 4% or $387,873 at 6%; with 50% employer match about $387,873 at 4% or $258,582 at 6%; with 100% employer match about $290,905 at 4% or $193,936 at 6%.
201119$363,904$197,500$21,944iApproximate average salary by contribution assumption: employee only about $548,611 at 4% or $365,741 at 6%; with 50% employer match about $365,741 at 4% or $243,827 at 6%; with 100% employer match about $274,306 at 4% or $182,870 at 6%.
Roth Doner Jackson PLC. Retirement Plan-9$363,904$197,500$21,944iApproximate average salary by contribution assumption: employee only about $548,611 at 4% or $365,741 at 6%; with 50% employer match about $365,741 at 4% or $243,827 at 6%; with 100% employer match about $274,306 at 4% or $182,870 at 6%.
201017$182,650$182,309$26,044iApproximate average salary by contribution assumption: employee only about $651,104 at 4% or $434,069 at 6%; with 50% employer match about $434,069 at 4% or $289,379 at 6%; with 100% employer match about $325,552 at 4% or $217,035 at 6%.
Roth Doner Jackson PLC. Retirement Plan-7$182,650$182,309$26,044iApproximate average salary by contribution assumption: employee only about $651,104 at 4% or $434,069 at 6%; with 50% employer match about $434,069 at 4% or $289,379 at 6%; with 100% employer match about $325,552 at 4% or $217,035 at 6%.