Civic Intelligence

Rowling, Dold & Associates

Plan context: Rowling, Dold & Associates Retirement Plan

EIN 33-0431586 • San Diego, CA • 19 filings • 6 plans

9665 Granite Ridge Dr., Ste 600San Diego, CA 92123
Current Snapshot

Latest Year

2010

2010 Participants

7

2010 Assets

$1,290,527

2010 Contributions

$16,289

Historical Graphs

Total Assets Over Time

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

$1,290,527$645,264$0199920042009YearValue
$1,290,527Latest year 2009

Participants Over Time

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

740199920042009YearValue
7Latest year 2009

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
201020$0$0-
ROWLING, DOLD & ASSOCIATES LLP CASH BALANCE PLAN-0$0$0-
Rowling, Dold & Associates Retirement Plan-0$0$0-
200927$1,290,527$16,289$2,327iApproximate average salary by contribution assumption: employee only about $58,175 at 4% or $38,783 at 6%; with 50% employer match about $38,783 at 4% or $25,856 at 6%; with 100% employer match about $29,088 at 4% or $19,392 at 6%.
Rowling, Dold & Associates Retirement Plan-7$793,497$16,289$2,327iApproximate average salary by contribution assumption: employee only about $58,175 at 4% or $38,783 at 6%; with 50% employer match about $38,783 at 4% or $25,856 at 6%; with 100% employer match about $29,088 at 4% or $19,392 at 6%.
ROWLING, DOLD & ASSOCIATES LLP CASH BALANCE PLAN-5$497,030--
200824$1,045,479$260,794$65,199iApproximate average salary by contribution assumption: employee only about $1,629,963 at 4% or $1,086,642 at 6%; with 50% employer match about $1,086,642 at 4% or $724,428 at 6%; with 100% employer match about $814,981 at 4% or $543,321 at 6%.
Rowling, Dold & Associates Retirement Plan-4$615,020$26,718$6,680iApproximate average salary by contribution assumption: employee only about $166,988 at 4% or $111,325 at 6%; with 50% employer match about $111,325 at 4% or $74,217 at 6%; with 100% employer match about $83,494 at 4% or $55,663 at 6%.
ROWLING, DOLD & ASSOCIATES LLP CASH BALANCE PLAN-4$430,459$234,076$58,519iApproximate average salary by contribution assumption: employee only about $1,462,975 at 4% or $975,317 at 6%; with 50% employer match about $975,317 at 4% or $650,211 at 6%; with 100% employer match about $731,488 at 4% or $487,658 at 6%.
200715$0$0-
Rowling, Dold & Associates Retirement Plan-5---
200615$813,214$134,684$26,937iApproximate average salary by contribution assumption: employee only about $673,420 at 4% or $448,947 at 6%; with 50% employer match about $448,947 at 4% or $299,298 at 6%; with 100% employer match about $336,710 at 4% or $224,473 at 6%.
Rowling, Dold & Associates Retirement Plan-5$813,214$134,684$26,937iApproximate average salary by contribution assumption: employee only about $673,420 at 4% or $448,947 at 6%; with 50% employer match about $448,947 at 4% or $299,298 at 6%; with 100% employer match about $336,710 at 4% or $224,473 at 6%.
200515$596,114$121,950$24,390iApproximate average salary by contribution assumption: employee only about $609,750 at 4% or $406,500 at 6%; with 50% employer match about $406,500 at 4% or $271,000 at 6%; with 100% employer match about $304,875 at 4% or $203,250 at 6%.
Rowling, Dold & Associates Retirement Plan-5$596,114$121,950$24,390iApproximate average salary by contribution assumption: employee only about $609,750 at 4% or $406,500 at 6%; with 50% employer match about $406,500 at 4% or $271,000 at 6%; with 100% employer match about $304,875 at 4% or $203,250 at 6%.
200425$476,590$107,846$21,569iApproximate average salary by contribution assumption: employee only about $539,230 at 4% or $359,487 at 6%; with 50% employer match about $359,487 at 4% or $239,658 at 6%; with 100% employer match about $269,615 at 4% or $179,743 at 6%.
Rowling, Dold & Associates Retirement Plan-5$476,590$107,846$21,569iApproximate average salary by contribution assumption: employee only about $539,230 at 4% or $359,487 at 6%; with 50% employer match about $359,487 at 4% or $239,658 at 6%; with 100% employer match about $269,615 at 4% or $179,743 at 6%.
ROWLING, DOLD & ASSOCIATES, LLP DEFINED BENEFIT PENSION PLAN-0---
200325$882,960$226,332$45,266iApproximate average salary by contribution assumption: employee only about $1,131,660 at 4% or $754,440 at 6%; with 50% employer match about $754,440 at 4% or $502,960 at 6%; with 100% employer match about $565,830 at 4% or $377,220 at 6%.
ROWLING, DOLD & ASSOCIATES, LLP DEFINED BENEFIT PENSION PLAN-5$553,413$192,276$38,455iApproximate average salary by contribution assumption: employee only about $961,380 at 4% or $640,920 at 6%; with 50% employer match about $640,920 at 4% or $427,280 at 6%; with 100% employer match about $480,690 at 4% or $320,460 at 6%.
Rowling, Dold & Associates Retirement Plan-5$329,547$34,056$6,811iApproximate average salary by contribution assumption: employee only about $170,280 at 4% or $113,520 at 6%; with 50% employer match about $113,520 at 4% or $75,680 at 6%; with 100% employer match about $85,140 at 4% or $56,760 at 6%.
200225$564,026$236,541$47,308iApproximate average salary by contribution assumption: employee only about $1,182,705 at 4% or $788,470 at 6%; with 50% employer match about $788,470 at 4% or $525,647 at 6%; with 100% employer match about $591,353 at 4% or $394,235 at 6%.
ROWLING, DOLD & ASSOCIATES, LLP DEFINED BENEFIT PENSION PLAN-4$315,702$192,288$48,072iApproximate average salary by contribution assumption: employee only about $1,201,800 at 4% or $801,200 at 6%; with 50% employer match about $801,200 at 4% or $534,133 at 6%; with 100% employer match about $600,900 at 4% or $400,600 at 6%.
Rowling, Dold & Associates Retirement Plan-5$248,324$44,253$8,851iApproximate average salary by contribution assumption: employee only about $221,265 at 4% or $147,510 at 6%; with 50% employer match about $147,510 at 4% or $98,340 at 6%; with 100% employer match about $110,633 at 4% or $73,755 at 6%.
200125$235,330$6,595$1,319iApproximate average salary by contribution assumption: employee only about $32,975 at 4% or $21,983 at 6%; with 50% employer match about $21,983 at 4% or $14,656 at 6%; with 100% employer match about $16,488 at 4% or $10,992 at 6%.
Rowling, Dold & Associates Retirement Plan-5$235,330$6,595$1,319iApproximate average salary by contribution assumption: employee only about $32,975 at 4% or $21,983 at 6%; with 50% employer match about $21,983 at 4% or $14,656 at 6%; with 100% employer match about $16,488 at 4% or $10,992 at 6%.
ROWLING, DOLD & ASSOCIATES, LLP DEFINED BENEFIT PENSION PLAN-5---
200016$0$0-
Rowling, Dold & Associates Retirement Plan-6---
199916$251,951$46,904$7,817iApproximate average salary by contribution assumption: employee only about $195,433 at 4% or $130,289 at 6%; with 50% employer match about $130,289 at 4% or $86,859 at 6%; with 100% employer match about $97,717 at 4% or $65,144 at 6%.
Rowling, Dold & Associates Retirement Plan-6$251,951$46,904$7,817iApproximate average salary by contribution assumption: employee only about $195,433 at 4% or $130,289 at 6%; with 50% employer match about $130,289 at 4% or $86,859 at 6%; with 100% employer match about $97,717 at 4% or $65,144 at 6%.