Civic Intelligence

Jones, Roach & Caringella Inc.

Plan context: Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan

EIN 33-0156681 • San Diego, CA • 26 filings • 2 plans

10920 Via Frontera, Suite 120San Diego, CA 92127-1732
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$9,166,361

2025 Contributions

$207,564

Historical Graphs

Total Assets Over Time

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

$9,166,361$4,583,181$0199920132025YearValue
$9,166,361Latest year 2025

Participants Over Time

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

1050199920132025YearValue
6Latest year 2025

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
202516$9,166,361$207,564$34,594iApproximate average salary by contribution assumption: employee only about $864,850 at 4% or $576,567 at 6%; with 50% employer match about $576,567 at 4% or $384,378 at 6%; with 100% employer match about $432,425 at 4% or $288,283 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-6$9,166,361$207,564$34,594iApproximate average salary by contribution assumption: employee only about $864,850 at 4% or $576,567 at 6%; with 50% employer match about $576,567 at 4% or $384,378 at 6%; with 100% employer match about $432,425 at 4% or $288,283 at 6%.
202416$7,794,795$226,479$37,747iApproximate average salary by contribution assumption: employee only about $943,663 at 4% or $629,108 at 6%; with 50% employer match about $629,108 at 4% or $419,406 at 6%; with 100% employer match about $471,831 at 4% or $314,554 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-6$7,794,795$226,479$37,747iApproximate average salary by contribution assumption: employee only about $943,663 at 4% or $629,108 at 6%; with 50% employer match about $629,108 at 4% or $419,406 at 6%; with 100% employer match about $471,831 at 4% or $314,554 at 6%.
202317$6,914,213$271,282$38,755iApproximate average salary by contribution assumption: employee only about $968,864 at 4% or $645,910 at 6%; with 50% employer match about $645,910 at 4% or $430,606 at 6%; with 100% employer match about $484,432 at 4% or $322,955 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-7$6,914,213$271,282$38,755iApproximate average salary by contribution assumption: employee only about $968,864 at 4% or $645,910 at 6%; with 50% employer match about $645,910 at 4% or $430,606 at 6%; with 100% employer match about $484,432 at 4% or $322,955 at 6%.
202217$5,736,503$229,154$32,736iApproximate average salary by contribution assumption: employee only about $818,407 at 4% or $545,605 at 6%; with 50% employer match about $545,605 at 4% or $363,737 at 6%; with 100% employer match about $409,204 at 4% or $272,802 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-7$5,736,503$229,154$32,736iApproximate average salary by contribution assumption: employee only about $818,407 at 4% or $545,605 at 6%; with 50% employer match about $545,605 at 4% or $363,737 at 6%; with 100% employer match about $409,204 at 4% or $272,802 at 6%.
202117$6,528,343$222,898$31,843iApproximate average salary by contribution assumption: employee only about $796,064 at 4% or $530,710 at 6%; with 50% employer match about $530,710 at 4% or $353,806 at 6%; with 100% employer match about $398,032 at 4% or $265,355 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-7$6,528,343$222,898$31,843iApproximate average salary by contribution assumption: employee only about $796,064 at 4% or $530,710 at 6%; with 50% employer match about $530,710 at 4% or $353,806 at 6%; with 100% employer match about $398,032 at 4% or $265,355 at 6%.
202017$5,482,573$225,816$32,259iApproximate average salary by contribution assumption: employee only about $806,486 at 4% or $537,657 at 6%; with 50% employer match about $537,657 at 4% or $358,438 at 6%; with 100% employer match about $403,243 at 4% or $268,829 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-7$5,482,573$225,816$32,259iApproximate average salary by contribution assumption: employee only about $806,486 at 4% or $537,657 at 6%; with 50% employer match about $537,657 at 4% or $358,438 at 6%; with 100% employer match about $403,243 at 4% or $268,829 at 6%.
201917$4,750,607$230,357$32,908iApproximate average salary by contribution assumption: employee only about $822,704 at 4% or $548,469 at 6%; with 50% employer match about $548,469 at 4% or $365,646 at 6%; with 100% employer match about $411,352 at 4% or $274,235 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-7$4,750,607$230,357$32,908iApproximate average salary by contribution assumption: employee only about $822,704 at 4% or $548,469 at 6%; with 50% employer match about $548,469 at 4% or $365,646 at 6%; with 100% employer match about $411,352 at 4% or $274,235 at 6%.
201818$3,712,234$169,386$21,173iApproximate average salary by contribution assumption: employee only about $529,331 at 4% or $352,888 at 6%; with 50% employer match about $352,888 at 4% or $235,258 at 6%; with 100% employer match about $264,666 at 4% or $176,444 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-8$3,712,234$169,386$21,173iApproximate average salary by contribution assumption: employee only about $529,331 at 4% or $352,888 at 6%; with 50% employer match about $352,888 at 4% or $235,258 at 6%; with 100% employer match about $264,666 at 4% or $176,444 at 6%.
201719$4,357,569$191,967$21,330iApproximate average salary by contribution assumption: employee only about $533,242 at 4% or $355,494 at 6%; with 50% employer match about $355,494 at 4% or $236,996 at 6%; with 100% employer match about $266,621 at 4% or $177,747 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$4,357,569$191,967$21,330iApproximate average salary by contribution assumption: employee only about $533,242 at 4% or $355,494 at 6%; with 50% employer match about $355,494 at 4% or $236,996 at 6%; with 100% employer match about $266,621 at 4% or $177,747 at 6%.
201618$4,043,271$192,239$24,030iApproximate average salary by contribution assumption: employee only about $600,747 at 4% or $400,498 at 6%; with 50% employer match about $400,498 at 4% or $266,999 at 6%; with 100% employer match about $300,373 at 4% or $200,249 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-8$4,043,271$192,239$24,030iApproximate average salary by contribution assumption: employee only about $600,747 at 4% or $400,498 at 6%; with 50% employer match about $400,498 at 4% or $266,999 at 6%; with 100% employer match about $300,373 at 4% or $200,249 at 6%.
201519$3,595,684$186,632$20,737iApproximate average salary by contribution assumption: employee only about $518,422 at 4% or $345,615 at 6%; with 50% employer match about $345,615 at 4% or $230,410 at 6%; with 100% employer match about $259,211 at 4% or $172,807 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$3,595,684$186,632$20,737iApproximate average salary by contribution assumption: employee only about $518,422 at 4% or $345,615 at 6%; with 50% employer match about $345,615 at 4% or $230,410 at 6%; with 100% employer match about $259,211 at 4% or $172,807 at 6%.
201419$3,516,258$187,189$20,799iApproximate average salary by contribution assumption: employee only about $519,969 at 4% or $346,646 at 6%; with 50% employer match about $346,646 at 4% or $231,098 at 6%; with 100% employer match about $259,985 at 4% or $173,323 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$3,516,258$187,189$20,799iApproximate average salary by contribution assumption: employee only about $519,969 at 4% or $346,646 at 6%; with 50% employer match about $346,646 at 4% or $231,098 at 6%; with 100% employer match about $259,985 at 4% or $173,323 at 6%.
201319$3,177,311$177,951$19,772iApproximate average salary by contribution assumption: employee only about $494,308 at 4% or $329,539 at 6%; with 50% employer match about $329,539 at 4% or $219,693 at 6%; with 100% employer match about $247,154 at 4% or $164,769 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$3,177,311$177,951$19,772iApproximate average salary by contribution assumption: employee only about $494,308 at 4% or $329,539 at 6%; with 50% employer match about $329,539 at 4% or $219,693 at 6%; with 100% employer match about $247,154 at 4% or $164,769 at 6%.
201218$2,509,305$139,851$17,481iApproximate average salary by contribution assumption: employee only about $437,034 at 4% or $291,356 at 6%; with 50% employer match about $291,356 at 4% or $194,238 at 6%; with 100% employer match about $218,517 at 4% or $145,678 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-8$2,509,305$139,851$17,481iApproximate average salary by contribution assumption: employee only about $437,034 at 4% or $291,356 at 6%; with 50% employer match about $291,356 at 4% or $194,238 at 6%; with 100% employer match about $218,517 at 4% or $145,678 at 6%.
201119$2,079,501$153,207$17,023iApproximate average salary by contribution assumption: employee only about $425,575 at 4% or $283,717 at 6%; with 50% employer match about $283,717 at 4% or $189,144 at 6%; with 100% employer match about $212,788 at 4% or $141,858 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$2,079,501$153,207$17,023iApproximate average salary by contribution assumption: employee only about $425,575 at 4% or $283,717 at 6%; with 50% employer match about $283,717 at 4% or $189,144 at 6%; with 100% employer match about $212,788 at 4% or $141,858 at 6%.
201019$2,005,532$139,469$15,497iApproximate average salary by contribution assumption: employee only about $387,414 at 4% or $258,276 at 6%; with 50% employer match about $258,276 at 4% or $172,184 at 6%; with 100% employer match about $193,707 at 4% or $129,138 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$2,005,532$139,469$15,497iApproximate average salary by contribution assumption: employee only about $387,414 at 4% or $258,276 at 6%; with 50% employer match about $258,276 at 4% or $172,184 at 6%; with 100% employer match about $193,707 at 4% or $129,138 at 6%.
200919$1,628,255$138,591$15,399iApproximate average salary by contribution assumption: employee only about $384,975 at 4% or $256,650 at 6%; with 50% employer match about $256,650 at 4% or $171,100 at 6%; with 100% employer match about $192,488 at 4% or $128,325 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$1,628,255$138,591$15,399iApproximate average salary by contribution assumption: employee only about $384,975 at 4% or $256,650 at 6%; with 50% employer match about $256,650 at 4% or $171,100 at 6%; with 100% employer match about $192,488 at 4% or $128,325 at 6%.
200819$1,143,727$125,465$13,941iApproximate average salary by contribution assumption: employee only about $348,514 at 4% or $232,343 at 6%; with 50% employer match about $232,343 at 4% or $154,895 at 6%; with 100% employer match about $174,257 at 4% or $116,171 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$1,143,727$125,465$13,941iApproximate average salary by contribution assumption: employee only about $348,514 at 4% or $232,343 at 6%; with 50% employer match about $232,343 at 4% or $154,895 at 6%; with 100% employer match about $174,257 at 4% or $116,171 at 6%.
200719$2,229,474$139,280$15,476iApproximate average salary by contribution assumption: employee only about $386,889 at 4% or $257,926 at 6%; with 50% employer match about $257,926 at 4% or $171,951 at 6%; with 100% employer match about $193,444 at 4% or $128,963 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$2,229,474$139,280$15,476iApproximate average salary by contribution assumption: employee only about $386,889 at 4% or $257,926 at 6%; with 50% employer match about $257,926 at 4% or $171,951 at 6%; with 100% employer match about $193,444 at 4% or $128,963 at 6%.
2006110$2,014,327$185,964$18,596iApproximate average salary by contribution assumption: employee only about $464,910 at 4% or $309,940 at 6%; with 50% employer match about $309,940 at 4% or $206,627 at 6%; with 100% employer match about $232,455 at 4% or $154,970 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-10$2,014,327$185,964$18,596iApproximate average salary by contribution assumption: employee only about $464,910 at 4% or $309,940 at 6%; with 50% employer match about $309,940 at 4% or $206,627 at 6%; with 100% employer match about $232,455 at 4% or $154,970 at 6%.
200519$1,560,443$183,225$20,358iApproximate average salary by contribution assumption: employee only about $508,958 at 4% or $339,306 at 6%; with 50% employer match about $339,306 at 4% or $226,204 at 6%; with 100% employer match about $254,479 at 4% or $169,653 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$1,560,443$183,225$20,358iApproximate average salary by contribution assumption: employee only about $508,958 at 4% or $339,306 at 6%; with 50% employer match about $339,306 at 4% or $226,204 at 6%; with 100% employer match about $254,479 at 4% or $169,653 at 6%.
200418$1,319,716$114,781$14,348iApproximate average salary by contribution assumption: employee only about $358,691 at 4% or $239,127 at 6%; with 50% employer match about $239,127 at 4% or $159,418 at 6%; with 100% employer match about $179,345 at 4% or $119,564 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-8$1,319,716$114,781$14,348iApproximate average salary by contribution assumption: employee only about $358,691 at 4% or $239,127 at 6%; with 50% employer match about $239,127 at 4% or $159,418 at 6%; with 100% employer match about $179,345 at 4% or $119,564 at 6%.
200319$1,136,645$108,465$12,052iApproximate average salary by contribution assumption: employee only about $301,292 at 4% or $200,861 at 6%; with 50% employer match about $200,861 at 4% or $133,907 at 6%; with 100% employer match about $150,646 at 4% or $100,431 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$1,136,645$108,465$12,052iApproximate average salary by contribution assumption: employee only about $301,292 at 4% or $200,861 at 6%; with 50% employer match about $200,861 at 4% or $133,907 at 6%; with 100% employer match about $150,646 at 4% or $100,431 at 6%.
200219$776,069$87,733$9,748iApproximate average salary by contribution assumption: employee only about $243,703 at 4% or $162,469 at 6%; with 50% employer match about $162,469 at 4% or $108,312 at 6%; with 100% employer match about $121,851 at 4% or $81,234 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-9$776,069$87,733$9,748iApproximate average salary by contribution assumption: employee only about $243,703 at 4% or $162,469 at 6%; with 50% employer match about $162,469 at 4% or $108,312 at 6%; with 100% employer match about $121,851 at 4% or $81,234 at 6%.
200118$0$0-
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-8---
199917$917,782$71,832$10,262iApproximate average salary by contribution assumption: employee only about $256,543 at 4% or $171,029 at 6%; with 50% employer match about $171,029 at 4% or $114,019 at 6%; with 100% employer match about $128,271 at 4% or $85,514 at 6%.
Jones, Roach & Caringella Inc. 401(K) Profit Sharing Plan-7$917,782$71,832$10,262iApproximate average salary by contribution assumption: employee only about $256,543 at 4% or $171,029 at 6%; with 50% employer match about $171,029 at 4% or $114,019 at 6%; with 100% employer match about $128,271 at 4% or $85,514 at 6%.