Civic Intelligence

Roots Real Estate LLC

Plan context: ROOTS REAL ESTATE LLC 401(K) PLAN

EIN 27-2036732 • Austin, TX • 10 filings • 2 plans

12121 Musket RimAustin, TX 78738
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$452,025

2025 Contributions

$826

Historical Graphs

Total Assets Over Time

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

$452,025$226,013$0202120232024YearValue
$452,025Latest year 2024

Participants Over Time

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

320202120232024YearValue
3Latest 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
202520$0$826-
Roots Real Estate LLC Cash Balance Plan-0$0$0-
ROOTS REAL ESTATE LLC 401(K) PLAN-0$0$826-
202423$452,025$64,296$21,432iApproximate average salary by contribution assumption: employee only about $535,800 at 4% or $357,200 at 6%; with 50% employer match about $357,200 at 4% or $238,133 at 6%; with 100% employer match about $267,900 at 4% or $178,600 at 6%.
Roots Real Estate LLC Cash Balance Plan-3$430,701$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
ROOTS REAL ESTATE LLC 401(K) PLAN-2$21,324$16,296$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
202323$384,724$65,909$21,970iApproximate average salary by contribution assumption: employee only about $549,242 at 4% or $366,161 at 6%; with 50% employer match about $366,161 at 4% or $244,107 at 6%; with 100% employer match about $274,621 at 4% or $183,081 at 6%.
Roots Real Estate LLC Cash Balance Plan-3$351,255$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
ROOTS REAL ESTATE LLC 401(K) PLAN-2$33,469$15,909$7,955iApproximate average salary by contribution assumption: employee only about $198,863 at 4% or $132,575 at 6%; with 50% employer match about $132,575 at 4% or $88,383 at 6%; with 100% employer match about $99,431 at 4% or $66,288 at 6%.
202222$298,581$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Roots Real Estate LLC Cash Balance Plan-2$282,254$191,278$95,639iApproximate average salary by contribution assumption: employee only about $2,390,975 at 4% or $1,593,983 at 6%; with 50% employer match about $1,593,983 at 4% or $1,062,656 at 6%; with 100% employer match about $1,195,488 at 4% or $796,992 at 6%.
ROOTS REAL ESTATE LLC 401(K) PLAN-1$16,327$8,722$8,722iApproximate average salary by contribution assumption: employee only about $218,050 at 4% or $145,367 at 6%; with 50% employer match about $145,367 at 4% or $96,911 at 6%; with 100% employer match about $109,025 at 4% or $72,683 at 6%.
202122$100,000$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Roots Real Estate LLC Cash Balance Plan-2$92,265$92,265$46,133iApproximate average salary by contribution assumption: employee only about $1,153,313 at 4% or $768,875 at 6%; with 50% employer match about $768,875 at 4% or $512,583 at 6%; with 100% employer match about $576,656 at 4% or $384,438 at 6%.
ROOTS REAL ESTATE LLC 401(K) PLAN-1$7,735$7,735$7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%.