ROTH FINANCIAL PARTNERS LLC
Plan context: ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN
EIN 27-2101744 • Kingwood, TX • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$3,908,693
2025 Contributions
$127,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $3,908,693 | $127,000 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN | - | 4 | $3,908,693 | $127,000 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| 2024 | 1 | 4 | $3,201,128 | $256,398 | $64,100iApproximate average salary by contribution assumption: employee only about $1,602,488 at 4% or $1,068,325 at 6%; with 50% employer match about $1,068,325 at 4% or $712,217 at 6%; with 100% employer match about $801,244 at 4% or $534,163 at 6%. |
| ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN | - | 4 | $3,201,128 | $256,398 | $64,100iApproximate average salary by contribution assumption: employee only about $1,602,488 at 4% or $1,068,325 at 6%; with 50% employer match about $1,068,325 at 4% or $712,217 at 6%; with 100% employer match about $801,244 at 4% or $534,163 at 6%. |
| 2023 | 1 | 5 | $2,742,042 | $228,858 | $45,772iApproximate average salary by contribution assumption: employee only about $1,144,290 at 4% or $762,860 at 6%; with 50% employer match about $762,860 at 4% or $508,573 at 6%; with 100% employer match about $572,145 at 4% or $381,430 at 6%. |
| ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN | - | 5 | $2,742,042 | $228,858 | $45,772iApproximate average salary by contribution assumption: employee only about $1,144,290 at 4% or $762,860 at 6%; with 50% employer match about $762,860 at 4% or $508,573 at 6%; with 100% employer match about $572,145 at 4% or $381,430 at 6%. |
| 2022 | 1 | 5 | $2,118,830 | $227,530 | $45,506iApproximate average salary by contribution assumption: employee only about $1,137,650 at 4% or $758,433 at 6%; with 50% employer match about $758,433 at 4% or $505,622 at 6%; with 100% employer match about $568,825 at 4% or $379,217 at 6%. |
| ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN | - | 5 | $2,118,830 | $227,530 | $45,506iApproximate average salary by contribution assumption: employee only about $1,137,650 at 4% or $758,433 at 6%; with 50% employer match about $758,433 at 4% or $505,622 at 6%; with 100% employer match about $568,825 at 4% or $379,217 at 6%. |
| 2021 | 1 | 6 | $2,422,094 | $267,060 | $44,510iApproximate average salary by contribution assumption: employee only about $1,112,750 at 4% or $741,833 at 6%; with 50% employer match about $741,833 at 4% or $494,556 at 6%; with 100% employer match about $556,375 at 4% or $370,917 at 6%. |
| ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN | - | 6 | $2,422,094 | $267,060 | $44,510iApproximate average salary by contribution assumption: employee only about $1,112,750 at 4% or $741,833 at 6%; with 50% employer match about $741,833 at 4% or $494,556 at 6%; with 100% employer match about $556,375 at 4% or $370,917 at 6%. |
| 2020 | 1 | 6 | $1,856,161 | $128,155 | $21,359iApproximate average salary by contribution assumption: employee only about $533,979 at 4% or $355,986 at 6%; with 50% employer match about $355,986 at 4% or $237,324 at 6%; with 100% employer match about $266,990 at 4% or $177,993 at 6%. |
| ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN | - | 6 | $1,856,161 | $128,155 | $21,359iApproximate average salary by contribution assumption: employee only about $533,979 at 4% or $355,986 at 6%; with 50% employer match about $355,986 at 4% or $237,324 at 6%; with 100% employer match about $266,990 at 4% or $177,993 at 6%. |
| 2019 | 1 | 7 | $1,483,372 | $105,277 | $15,040iApproximate average salary by contribution assumption: employee only about $375,989 at 4% or $250,660 at 6%; with 50% employer match about $250,660 at 4% or $167,106 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%. |
| ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN | - | 7 | $1,483,372 | $105,277 | $15,040iApproximate average salary by contribution assumption: employee only about $375,989 at 4% or $250,660 at 6%; with 50% employer match about $250,660 at 4% or $167,106 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%. |