Civic Intelligence

Roanoke Capital Management

Plan context: Roanoke Capital Management 401(K) Profit Sharing Plan & Trust

EIN 27-2272898 • Phoenix, AZ • 9 filings • 2 plans

2415 E. Camelback Rd.Suite 1030Phoenix, AZ 85016
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$293,035

2019 Contributions

$14,602

Historical Graphs

Total Assets Over Time

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

$394,920$197,460$0201120152019YearValue
$293,035Latest year 2019

Participants Over Time

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

740201120152019YearValue
3Latest year 2019

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
201913$293,035$14,602$4,867iApproximate average salary by contribution assumption: employee only about $121,683 at 4% or $81,122 at 6%; with 50% employer match about $81,122 at 4% or $54,081 at 6%; with 100% employer match about $60,842 at 4% or $40,561 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-3$293,035$14,602$4,867iApproximate average salary by contribution assumption: employee only about $121,683 at 4% or $81,122 at 6%; with 50% employer match about $81,122 at 4% or $54,081 at 6%; with 100% employer match about $60,842 at 4% or $40,561 at 6%.
201813$223,032$42,988$14,329iApproximate average salary by contribution assumption: employee only about $358,233 at 4% or $238,822 at 6%; with 50% employer match about $238,822 at 4% or $159,215 at 6%; with 100% employer match about $179,117 at 4% or $119,411 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-3$223,032$42,988$14,329iApproximate average salary by contribution assumption: employee only about $358,233 at 4% or $238,822 at 6%; with 50% employer match about $238,822 at 4% or $159,215 at 6%; with 100% employer match about $179,117 at 4% or $119,411 at 6%.
201717$207,906$39,454$5,636iApproximate average salary by contribution assumption: employee only about $140,907 at 4% or $93,938 at 6%; with 50% employer match about $93,938 at 4% or $62,625 at 6%; with 100% employer match about $70,454 at 4% or $46,969 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-7$207,906$39,454$5,636iApproximate average salary by contribution assumption: employee only about $140,907 at 4% or $93,938 at 6%; with 50% employer match about $93,938 at 4% or $62,625 at 6%; with 100% employer match about $70,454 at 4% or $46,969 at 6%.
201617$177,429$33,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-7$177,429$33,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.
201515$263,847$72,000$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-5$263,847$72,000$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
201416$394,920$105,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-6$394,920$105,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201316$280,609$110,978$18,496iApproximate average salary by contribution assumption: employee only about $462,408 at 4% or $308,272 at 6%; with 50% employer match about $308,272 at 4% or $205,515 at 6%; with 100% employer match about $231,204 at 4% or $154,136 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-6$280,609$110,978$18,496iApproximate average salary by contribution assumption: employee only about $462,408 at 4% or $308,272 at 6%; with 50% employer match about $308,272 at 4% or $205,515 at 6%; with 100% employer match about $231,204 at 4% or $154,136 at 6%.
201217$136,899$105,398$15,057iApproximate average salary by contribution assumption: employee only about $376,421 at 4% or $250,948 at 6%; with 50% employer match about $250,948 at 4% or $167,298 at 6%; with 100% employer match about $188,211 at 4% or $125,474 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-7$136,899$105,398$15,057iApproximate average salary by contribution assumption: employee only about $376,421 at 4% or $250,948 at 6%; with 50% employer match about $250,948 at 4% or $167,298 at 6%; with 100% employer match about $188,211 at 4% or $125,474 at 6%.
201115$22,512$22,292$4,458iApproximate average salary by contribution assumption: employee only about $111,460 at 4% or $74,307 at 6%; with 50% employer match about $74,307 at 4% or $49,538 at 6%; with 100% employer match about $55,730 at 4% or $37,153 at 6%.
Roanoke Capital Management 401(K) Profit Sharing Plan & Trust-5$22,512$22,292$4,458iApproximate average salary by contribution assumption: employee only about $111,460 at 4% or $74,307 at 6%; with 50% employer match about $74,307 at 4% or $49,538 at 6%; with 100% employer match about $55,730 at 4% or $37,153 at 6%.