Civic Intelligence

William C. Roland

Plan context: WILLIAM C. ROLAND CASH BALANCE PLAN

EIN 27-2062088 • Petaluma, CA • 19 filings • 2 plans

765 Baywood Drive, Suite 327Petaluma, CA 94954
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,829,965

2024 Contributions

$278,164

Historical Graphs

Total Assets Over Time

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

$1,896,018$948,009$0201020172024YearValue
$1,829,965Latest year 2024

Participants Over Time

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

630201020172024YearValue
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
202425$1,829,965$278,164$55,633iApproximate average salary by contribution assumption: employee only about $1,390,820 at 4% or $927,213 at 6%; with 50% employer match about $927,213 at 4% or $618,142 at 6%; with 100% employer match about $695,410 at 4% or $463,607 at 6%.
WILLIAM C. ROLAND CASH BALANCE PLAN-4$1,254,260$202,500$50,625iApproximate average salary by contribution assumption: employee only about $1,265,625 at 4% or $843,750 at 6%; with 50% employer match about $843,750 at 4% or $562,500 at 6%; with 100% employer match about $632,813 at 4% or $421,875 at 6%.
William C. Roland 401(K) Plan-5$575,705$75,664$15,133iApproximate average salary by contribution assumption: employee only about $378,320 at 4% or $252,213 at 6%; with 50% employer match about $252,213 at 4% or $168,142 at 6%; with 100% employer match about $189,160 at 4% or $126,107 at 6%.
202325$1,896,018$456,772$91,354iApproximate average salary by contribution assumption: employee only about $2,283,860 at 4% or $1,522,573 at 6%; with 50% employer match about $1,522,573 at 4% or $1,015,049 at 6%; with 100% employer match about $1,141,930 at 4% or $761,287 at 6%.
William C. Roland 401(K) Plan-5$1,002,756$83,772$16,754iApproximate average salary by contribution assumption: employee only about $418,860 at 4% or $279,240 at 6%; with 50% employer match about $279,240 at 4% or $186,160 at 6%; with 100% employer match about $209,430 at 4% or $139,620 at 6%.
WILLIAM C. ROLAND CASH BALANCE PLAN-4$893,262$373,000$93,250iApproximate average salary by contribution assumption: employee only about $2,331,250 at 4% or $1,554,167 at 6%; with 50% employer match about $1,554,167 at 4% or $1,036,111 at 6%; with 100% employer match about $1,165,625 at 4% or $777,083 at 6%.
202225$1,416,621$302,531$60,506iApproximate average salary by contribution assumption: employee only about $1,512,655 at 4% or $1,008,437 at 6%; with 50% employer match about $1,008,437 at 4% or $672,291 at 6%; with 100% employer match about $756,328 at 4% or $504,218 at 6%.
William C. Roland 401(K) Plan-5$1,042,561$91,031$18,206iApproximate average salary by contribution assumption: employee only about $455,155 at 4% or $303,437 at 6%; with 50% employer match about $303,437 at 4% or $202,291 at 6%; with 100% employer match about $227,578 at 4% or $151,718 at 6%.
WILLIAM C. ROLAND CASH BALANCE PLAN-4$374,060$211,500$52,875iApproximate average salary by contribution assumption: employee only about $1,321,875 at 4% or $881,250 at 6%; with 50% employer match about $881,250 at 4% or $587,500 at 6%; with 100% employer match about $660,938 at 4% or $440,625 at 6%.
202125$1,452,109$337,817$67,563iApproximate average salary by contribution assumption: employee only about $1,689,085 at 4% or $1,126,057 at 6%; with 50% employer match about $1,126,057 at 4% or $750,704 at 6%; with 100% employer match about $844,542 at 4% or $563,028 at 6%.
William C. Roland 401(K) Plan-5$1,216,109$101,817$20,363iApproximate average salary by contribution assumption: employee only about $509,085 at 4% or $339,390 at 6%; with 50% employer match about $339,390 at 4% or $226,260 at 6%; with 100% employer match about $254,543 at 4% or $169,695 at 6%.
WILLIAM C. ROLAND CASH BALANCE PLAN-4$236,000$236,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
202015$891,263$111,333$22,267iApproximate average salary by contribution assumption: employee only about $556,665 at 4% or $371,110 at 6%; with 50% employer match about $371,110 at 4% or $247,407 at 6%; with 100% employer match about $278,333 at 4% or $185,555 at 6%.
William C. Roland 401(K) Plan-5$891,263$111,333$22,267iApproximate average salary by contribution assumption: employee only about $556,665 at 4% or $371,110 at 6%; with 50% employer match about $371,110 at 4% or $247,407 at 6%; with 100% employer match about $278,333 at 4% or $185,555 at 6%.
201916$889,084$115,603$19,267iApproximate average salary by contribution assumption: employee only about $481,679 at 4% or $321,119 at 6%; with 50% employer match about $321,119 at 4% or $214,080 at 6%; with 100% employer match about $240,840 at 4% or $160,560 at 6%.
William C. Roland 401(K) Plan-6$889,084$115,603$19,267iApproximate average salary by contribution assumption: employee only about $481,679 at 4% or $321,119 at 6%; with 50% employer match about $321,119 at 4% or $214,080 at 6%; with 100% employer match about $240,840 at 4% or $160,560 at 6%.
201816$625,680$129,382$21,564iApproximate average salary by contribution assumption: employee only about $539,092 at 4% or $359,394 at 6%; with 50% employer match about $359,394 at 4% or $239,596 at 6%; with 100% employer match about $269,546 at 4% or $179,697 at 6%.
William C. Roland 401(K) Plan-6$625,680$129,382$21,564iApproximate average salary by contribution assumption: employee only about $539,092 at 4% or $359,394 at 6%; with 50% employer match about $359,394 at 4% or $239,596 at 6%; with 100% employer match about $269,546 at 4% or $179,697 at 6%.
201714$531,777$164,247$41,062iApproximate average salary by contribution assumption: employee only about $1,026,544 at 4% or $684,363 at 6%; with 50% employer match about $684,363 at 4% or $456,242 at 6%; with 100% employer match about $513,272 at 4% or $342,181 at 6%.
William C. Roland 401(K) Plan-4$531,777$164,247$41,062iApproximate average salary by contribution assumption: employee only about $1,026,544 at 4% or $684,363 at 6%; with 50% employer match about $684,363 at 4% or $456,242 at 6%; with 100% employer match about $513,272 at 4% or $342,181 at 6%.
201614$479,948$93,262$23,316iApproximate average salary by contribution assumption: employee only about $582,888 at 4% or $388,592 at 6%; with 50% employer match about $388,592 at 4% or $259,061 at 6%; with 100% employer match about $291,444 at 4% or $194,296 at 6%.
William C. Roland 401(K) Plan-4$479,948$93,262$23,316iApproximate average salary by contribution assumption: employee only about $582,888 at 4% or $388,592 at 6%; with 50% employer match about $388,592 at 4% or $259,061 at 6%; with 100% employer match about $291,444 at 4% or $194,296 at 6%.
201512$348,424$88,445$44,223iApproximate average salary by contribution assumption: employee only about $1,105,563 at 4% or $737,042 at 6%; with 50% employer match about $737,042 at 4% or $491,361 at 6%; with 100% employer match about $552,781 at 4% or $368,521 at 6%.
William C. Roland 401(K) Plan-2$348,424$88,445$44,223iApproximate average salary by contribution assumption: employee only about $1,105,563 at 4% or $737,042 at 6%; with 50% employer match about $737,042 at 4% or $491,361 at 6%; with 100% employer match about $552,781 at 4% or $368,521 at 6%.
201412$265,226$82,054$41,027iApproximate average salary by contribution assumption: employee only about $1,025,675 at 4% or $683,783 at 6%; with 50% employer match about $683,783 at 4% or $455,856 at 6%; with 100% employer match about $512,838 at 4% or $341,892 at 6%.
William C. Roland 401(K) Plan-2$265,226$82,054$41,027iApproximate average salary by contribution assumption: employee only about $1,025,675 at 4% or $683,783 at 6%; with 50% employer match about $683,783 at 4% or $455,856 at 6%; with 100% employer match about $512,838 at 4% or $341,892 at 6%.
201313$186,213$45,756$15,252iApproximate average salary by contribution assumption: employee only about $381,300 at 4% or $254,200 at 6%; with 50% employer match about $254,200 at 4% or $169,467 at 6%; with 100% employer match about $190,650 at 4% or $127,100 at 6%.
William C. Roland 401(K) Plan-3$186,213$45,756$15,252iApproximate average salary by contribution assumption: employee only about $381,300 at 4% or $254,200 at 6%; with 50% employer match about $254,200 at 4% or $169,467 at 6%; with 100% employer match about $190,650 at 4% or $127,100 at 6%.
201213$118,046$20,668$6,889iApproximate average salary by contribution assumption: employee only about $172,233 at 4% or $114,822 at 6%; with 50% employer match about $114,822 at 4% or $76,548 at 6%; with 100% employer match about $86,117 at 4% or $57,411 at 6%.
William C. Roland 401(K) Plan-3$118,046$20,668$6,889iApproximate average salary by contribution assumption: employee only about $172,233 at 4% or $114,822 at 6%; with 50% employer match about $114,822 at 4% or $76,548 at 6%; with 100% employer match about $86,117 at 4% or $57,411 at 6%.
201112$303,648$32,315$16,158iApproximate average salary by contribution assumption: employee only about $403,938 at 4% or $269,292 at 6%; with 50% employer match about $269,292 at 4% or $179,528 at 6%; with 100% employer match about $201,969 at 4% or $134,646 at 6%.
William C. Roland 401(K) Plan-2$303,648$32,315$16,158iApproximate average salary by contribution assumption: employee only about $403,938 at 4% or $269,292 at 6%; with 50% employer match about $269,292 at 4% or $179,528 at 6%; with 100% employer match about $201,969 at 4% or $134,646 at 6%.
201011$290,510$285,837$285,837iApproximate average salary by contribution assumption: employee only about $7,145,925 at 4% or $4,763,950 at 6%; with 50% employer match about $4,763,950 at 4% or $3,175,967 at 6%; with 100% employer match about $3,572,963 at 4% or $2,381,975 at 6%.
William C. Roland 401(K) Plan-1$290,510$285,837$285,837iApproximate average salary by contribution assumption: employee only about $7,145,925 at 4% or $4,763,950 at 6%; with 50% employer match about $4,763,950 at 4% or $3,175,967 at 6%; with 100% employer match about $3,572,963 at 4% or $2,381,975 at 6%.