Civic Intelligence

The Roxburgh Agency Inc.

Plan context: The Roxburgh Agency Inc. 401(K) Profit Sharing Plan

EIN 33-0081702 • Newport Beach, CA • 16 filings • 2 plans

4300 Campus Drive, #100Newport Beach, CA 92660
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$384,343

2015 Contributions

$3,130

Historical Graphs

Total Assets Over Time

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

$408,482$204,241$0200020082014YearValue
$384,343Latest year 2014

Participants Over Time

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

1370200020072014YearValue
5Latest year 2014

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
201510$0$3,130-
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-0$0$3,130-
201415$384,343$4,005$801iApproximate average salary by contribution assumption: employee only about $20,025 at 4% or $13,350 at 6%; with 50% employer match about $13,350 at 4% or $8,900 at 6%; with 100% employer match about $10,013 at 4% or $6,675 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-5$384,343$4,005$801iApproximate average salary by contribution assumption: employee only about $20,025 at 4% or $13,350 at 6%; with 50% employer match about $13,350 at 4% or $8,900 at 6%; with 100% employer match about $10,013 at 4% or $6,675 at 6%.
201314$364,693$18,506$4,627iApproximate average salary by contribution assumption: employee only about $115,663 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,406 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-4$364,693$18,506$4,627iApproximate average salary by contribution assumption: employee only about $115,663 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,406 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%.
201218$350,487$22,920$2,865iApproximate average salary by contribution assumption: employee only about $71,625 at 4% or $47,750 at 6%; with 50% employer match about $47,750 at 4% or $31,833 at 6%; with 100% employer match about $35,813 at 4% or $23,875 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-8$350,487$22,920$2,865iApproximate average salary by contribution assumption: employee only about $71,625 at 4% or $47,750 at 6%; with 50% employer match about $47,750 at 4% or $31,833 at 6%; with 100% employer match about $35,813 at 4% or $23,875 at 6%.
201119$309,147$12,736$1,415iApproximate average salary by contribution assumption: employee only about $35,378 at 4% or $23,585 at 6%; with 50% employer match about $23,585 at 4% or $15,723 at 6%; with 100% employer match about $17,689 at 4% or $11,793 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-9$309,147$12,736$1,415iApproximate average salary by contribution assumption: employee only about $35,378 at 4% or $23,585 at 6%; with 50% employer match about $23,585 at 4% or $15,723 at 6%; with 100% employer match about $17,689 at 4% or $11,793 at 6%.
2010111$402,899$2,784$253iApproximate average salary by contribution assumption: employee only about $6,327 at 4% or $4,218 at 6%; with 50% employer match about $4,218 at 4% or $2,812 at 6%; with 100% employer match about $3,164 at 4% or $2,109 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-11$402,899$2,784$253iApproximate average salary by contribution assumption: employee only about $6,327 at 4% or $4,218 at 6%; with 50% employer match about $4,218 at 4% or $2,812 at 6%; with 100% employer match about $3,164 at 4% or $2,109 at 6%.
2009113$372,918$14,815$1,140iApproximate average salary by contribution assumption: employee only about $28,490 at 4% or $18,994 at 6%; with 50% employer match about $18,994 at 4% or $12,662 at 6%; with 100% employer match about $14,245 at 4% or $9,497 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-13$372,918$14,815$1,140iApproximate average salary by contribution assumption: employee only about $28,490 at 4% or $18,994 at 6%; with 50% employer match about $18,994 at 4% or $12,662 at 6%; with 100% employer match about $14,245 at 4% or $9,497 at 6%.
200817$327,038$66,831$9,547iApproximate average salary by contribution assumption: employee only about $238,682 at 4% or $159,121 at 6%; with 50% employer match about $159,121 at 4% or $106,081 at 6%; with 100% employer match about $119,341 at 4% or $79,561 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-7$327,038$66,831$9,547iApproximate average salary by contribution assumption: employee only about $238,682 at 4% or $159,121 at 6%; with 50% employer match about $159,121 at 4% or $106,081 at 6%; with 100% employer match about $119,341 at 4% or $79,561 at 6%.
200719$408,482$63,601$7,067iApproximate average salary by contribution assumption: employee only about $176,669 at 4% or $117,780 at 6%; with 50% employer match about $117,780 at 4% or $78,520 at 6%; with 100% employer match about $88,335 at 4% or $58,890 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-9$408,482$63,601$7,067iApproximate average salary by contribution assumption: employee only about $176,669 at 4% or $117,780 at 6%; with 50% employer match about $117,780 at 4% or $78,520 at 6%; with 100% employer match about $88,335 at 4% or $58,890 at 6%.
2006110$384,097$67,879$6,788iApproximate average salary by contribution assumption: employee only about $169,698 at 4% or $113,132 at 6%; with 50% employer match about $113,132 at 4% or $75,421 at 6%; with 100% employer match about $84,849 at 4% or $56,566 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-10$384,097$67,879$6,788iApproximate average salary by contribution assumption: employee only about $169,698 at 4% or $113,132 at 6%; with 50% employer match about $113,132 at 4% or $75,421 at 6%; with 100% employer match about $84,849 at 4% or $56,566 at 6%.
200517$297,797$50,040$7,149iApproximate average salary by contribution assumption: employee only about $178,714 at 4% or $119,143 at 6%; with 50% employer match about $119,143 at 4% or $79,429 at 6%; with 100% employer match about $89,357 at 4% or $59,571 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-7$297,797$50,040$7,149iApproximate average salary by contribution assumption: employee only about $178,714 at 4% or $119,143 at 6%; with 50% employer match about $119,143 at 4% or $79,429 at 6%; with 100% employer match about $89,357 at 4% or $59,571 at 6%.
200417$236,662$44,351$6,336iApproximate average salary by contribution assumption: employee only about $158,396 at 4% or $105,598 at 6%; with 50% employer match about $105,598 at 4% or $70,398 at 6%; with 100% employer match about $79,198 at 4% or $52,799 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-7$236,662$44,351$6,336iApproximate average salary by contribution assumption: employee only about $158,396 at 4% or $105,598 at 6%; with 50% employer match about $105,598 at 4% or $70,398 at 6%; with 100% employer match about $79,198 at 4% or $52,799 at 6%.
200319$169,346$38,077$4,231iApproximate average salary by contribution assumption: employee only about $105,769 at 4% or $70,513 at 6%; with 50% employer match about $70,513 at 4% or $47,009 at 6%; with 100% employer match about $52,885 at 4% or $35,256 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-9$169,346$38,077$4,231iApproximate average salary by contribution assumption: employee only about $105,769 at 4% or $70,513 at 6%; with 50% employer match about $70,513 at 4% or $47,009 at 6%; with 100% employer match about $52,885 at 4% or $35,256 at 6%.
200218$119,135$45,858$5,732iApproximate average salary by contribution assumption: employee only about $143,306 at 4% or $95,538 at 6%; with 50% employer match about $95,538 at 4% or $63,692 at 6%; with 100% employer match about $71,653 at 4% or $47,769 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-8$119,135$45,858$5,732iApproximate average salary by contribution assumption: employee only about $143,306 at 4% or $95,538 at 6%; with 50% employer match about $95,538 at 4% or $63,692 at 6%; with 100% employer match about $71,653 at 4% or $47,769 at 6%.
2001111$0$0-
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-11---
2000113$31,886$31,882$2,452iApproximate average salary by contribution assumption: employee only about $61,312 at 4% or $40,874 at 6%; with 50% employer match about $40,874 at 4% or $27,250 at 6%; with 100% employer match about $30,656 at 4% or $20,437 at 6%.
The Roxburgh Agency Inc. 401(K) Profit Sharing Plan-13$31,886$31,882$2,452iApproximate average salary by contribution assumption: employee only about $61,312 at 4% or $40,874 at 6%; with 50% employer match about $40,874 at 4% or $27,250 at 6%; with 100% employer match about $30,656 at 4% or $20,437 at 6%.