Civic Intelligence

Two Roads Professional

Plan context: Two Roads Professional 401K Profit Sharing Plan & Trust

EIN 33-0728341 • Fountain Valley, CA • 27 filings • 3 plans

17260 Newhope StFountain Valley, CA 92708
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$1,070,436

2025 Contributions

$128,020

Historical Graphs

Total Assets Over Time

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

$1,070,436$535,218$0199920122025YearValue
$1,070,436Latest year 2025

Participants Over Time

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

170850199920122025YearValue
25Latest 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
2025125$1,070,436$128,020$5,121iApproximate average salary by contribution assumption: employee only about $128,020 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,673 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-25$1,070,436$128,020$5,121iApproximate average salary by contribution assumption: employee only about $128,020 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,673 at 6%.
2024118$976,362$306,999$17,056iApproximate average salary by contribution assumption: employee only about $426,388 at 4% or $284,258 at 6%; with 50% employer match about $284,258 at 4% or $189,506 at 6%; with 100% employer match about $213,194 at 4% or $142,129 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-18$976,362$306,999$17,056iApproximate average salary by contribution assumption: employee only about $426,388 at 4% or $284,258 at 6%; with 50% employer match about $284,258 at 4% or $189,506 at 6%; with 100% employer match about $213,194 at 4% or $142,129 at 6%.
2023116$860,840$141,716$8,857iApproximate average salary by contribution assumption: employee only about $221,431 at 4% or $147,621 at 6%; with 50% employer match about $147,621 at 4% or $98,414 at 6%; with 100% employer match about $110,716 at 4% or $73,810 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-16$860,840$141,716$8,857iApproximate average salary by contribution assumption: employee only about $221,431 at 4% or $147,621 at 6%; with 50% employer match about $147,621 at 4% or $98,414 at 6%; with 100% employer match about $110,716 at 4% or $73,810 at 6%.
2022119$716,923$163,555$8,608iApproximate average salary by contribution assumption: employee only about $215,204 at 4% or $143,469 at 6%; with 50% employer match about $143,469 at 4% or $95,646 at 6%; with 100% employer match about $107,602 at 4% or $71,735 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-19$716,923$163,555$8,608iApproximate average salary by contribution assumption: employee only about $215,204 at 4% or $143,469 at 6%; with 50% employer match about $143,469 at 4% or $95,646 at 6%; with 100% employer match about $107,602 at 4% or $71,735 at 6%.
2021114$756,059$113,631$8,117iApproximate average salary by contribution assumption: employee only about $202,913 at 4% or $135,275 at 6%; with 50% employer match about $135,275 at 4% or $90,183 at 6%; with 100% employer match about $101,456 at 4% or $67,638 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-14$756,059$113,631$8,117iApproximate average salary by contribution assumption: employee only about $202,913 at 4% or $135,275 at 6%; with 50% employer match about $135,275 at 4% or $90,183 at 6%; with 100% employer match about $101,456 at 4% or $67,638 at 6%.
2020114$570,822$94,759$6,769iApproximate average salary by contribution assumption: employee only about $169,213 at 4% or $112,808 at 6%; with 50% employer match about $112,808 at 4% or $75,206 at 6%; with 100% employer match about $84,606 at 4% or $56,404 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-14$570,822$94,759$6,769iApproximate average salary by contribution assumption: employee only about $169,213 at 4% or $112,808 at 6%; with 50% employer match about $112,808 at 4% or $75,206 at 6%; with 100% employer match about $84,606 at 4% or $56,404 at 6%.
2019112$418,163$50,952$4,246iApproximate average salary by contribution assumption: employee only about $106,150 at 4% or $70,767 at 6%; with 50% employer match about $70,767 at 4% or $47,178 at 6%; with 100% employer match about $53,075 at 4% or $35,383 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-12$418,163$50,952$4,246iApproximate average salary by contribution assumption: employee only about $106,150 at 4% or $70,767 at 6%; with 50% employer match about $70,767 at 4% or $47,178 at 6%; with 100% employer match about $53,075 at 4% or $35,383 at 6%.
2018112$305,222$115,548$9,629iApproximate average salary by contribution assumption: employee only about $240,725 at 4% or $160,483 at 6%; with 50% employer match about $160,483 at 4% or $106,989 at 6%; with 100% employer match about $120,363 at 4% or $80,242 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-12$305,222$115,548$9,629iApproximate average salary by contribution assumption: employee only about $240,725 at 4% or $160,483 at 6%; with 50% employer match about $160,483 at 4% or $106,989 at 6%; with 100% employer match about $120,363 at 4% or $80,242 at 6%.
2017113$243,348$48,376$3,721iApproximate average salary by contribution assumption: employee only about $93,031 at 4% or $62,021 at 6%; with 50% employer match about $62,021 at 4% or $41,347 at 6%; with 100% employer match about $46,515 at 4% or $31,010 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-13$243,348$48,376$3,721iApproximate average salary by contribution assumption: employee only about $93,031 at 4% or $62,021 at 6%; with 50% employer match about $62,021 at 4% or $41,347 at 6%; with 100% employer match about $46,515 at 4% or $31,010 at 6%.
2016113$181,696$41,946$3,227iApproximate average salary by contribution assumption: employee only about $80,665 at 4% or $53,777 at 6%; with 50% employer match about $53,777 at 4% or $35,851 at 6%; with 100% employer match about $40,333 at 4% or $26,888 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-13$181,696$41,946$3,227iApproximate average salary by contribution assumption: employee only about $80,665 at 4% or $53,777 at 6%; with 50% employer match about $53,777 at 4% or $35,851 at 6%; with 100% employer match about $40,333 at 4% or $26,888 at 6%.
2015115$212,215$23,027$1,535iApproximate average salary by contribution assumption: employee only about $38,378 at 4% or $25,586 at 6%; with 50% employer match about $25,586 at 4% or $17,057 at 6%; with 100% employer match about $19,189 at 4% or $12,793 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-15$212,215$23,027$1,535iApproximate average salary by contribution assumption: employee only about $38,378 at 4% or $25,586 at 6%; with 50% employer match about $25,586 at 4% or $17,057 at 6%; with 100% employer match about $19,189 at 4% or $12,793 at 6%.
2014113$368,378$24,810$1,908iApproximate average salary by contribution assumption: employee only about $47,712 at 4% or $31,808 at 6%; with 50% employer match about $31,808 at 4% or $21,205 at 6%; with 100% employer match about $23,856 at 4% or $15,904 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-13$368,378$24,810$1,908iApproximate average salary by contribution assumption: employee only about $47,712 at 4% or $31,808 at 6%; with 50% employer match about $31,808 at 4% or $21,205 at 6%; with 100% employer match about $23,856 at 4% or $15,904 at 6%.
2013113$341,673$39,757$3,058iApproximate average salary by contribution assumption: employee only about $76,456 at 4% or $50,971 at 6%; with 50% employer match about $50,971 at 4% or $33,980 at 6%; with 100% employer match about $38,228 at 4% or $25,485 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-13$341,673$39,757$3,058iApproximate average salary by contribution assumption: employee only about $76,456 at 4% or $50,971 at 6%; with 50% employer match about $50,971 at 4% or $33,980 at 6%; with 100% employer match about $38,228 at 4% or $25,485 at 6%.
2012118$264,003$43,821$2,435iApproximate average salary by contribution assumption: employee only about $60,863 at 4% or $40,575 at 6%; with 50% employer match about $40,575 at 4% or $27,050 at 6%; with 100% employer match about $30,431 at 4% or $20,288 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-18$264,003$43,821$2,435iApproximate average salary by contribution assumption: employee only about $60,863 at 4% or $40,575 at 6%; with 50% employer match about $40,575 at 4% or $27,050 at 6%; with 100% employer match about $30,431 at 4% or $20,288 at 6%.
2011118$238,711$30,366$1,687iApproximate average salary by contribution assumption: employee only about $42,175 at 4% or $28,117 at 6%; with 50% employer match about $28,117 at 4% or $18,744 at 6%; with 100% employer match about $21,088 at 4% or $14,058 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-18$238,711$30,366$1,687iApproximate average salary by contribution assumption: employee only about $42,175 at 4% or $28,117 at 6%; with 50% employer match about $28,117 at 4% or $18,744 at 6%; with 100% employer match about $21,088 at 4% or $14,058 at 6%.
2010115$246,415$47,079$3,139iApproximate average salary by contribution assumption: employee only about $78,465 at 4% or $52,310 at 6%; with 50% employer match about $52,310 at 4% or $34,873 at 6%; with 100% employer match about $39,233 at 4% or $26,155 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-15$246,415$47,079$3,139iApproximate average salary by contribution assumption: employee only about $78,465 at 4% or $52,310 at 6%; with 50% employer match about $52,310 at 4% or $34,873 at 6%; with 100% employer match about $39,233 at 4% or $26,155 at 6%.
2009162$333,811$93,310$1,505iApproximate average salary by contribution assumption: employee only about $37,625 at 4% or $25,083 at 6%; with 50% employer match about $25,083 at 4% or $16,722 at 6%; with 100% employer match about $18,813 at 4% or $12,542 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-62$333,811$93,310$1,505iApproximate average salary by contribution assumption: employee only about $37,625 at 4% or $25,083 at 6%; with 50% employer match about $25,083 at 4% or $16,722 at 6%; with 100% employer match about $18,813 at 4% or $12,542 at 6%.
20081118$286,728$61,597$522iApproximate average salary by contribution assumption: employee only about $13,050 at 4% or $8,700 at 6%; with 50% employer match about $8,700 at 4% or $5,800 at 6%; with 100% employer match about $6,525 at 4% or $4,350 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-118$286,728$61,597$522iApproximate average salary by contribution assumption: employee only about $13,050 at 4% or $8,700 at 6%; with 50% employer match about $8,700 at 4% or $5,800 at 6%; with 100% employer match about $6,525 at 4% or $4,350 at 6%.
20071170$455,627$92,149$542iApproximate average salary by contribution assumption: employee only about $13,551 at 4% or $9,034 at 6%; with 50% employer match about $9,034 at 4% or $6,023 at 6%; with 100% employer match about $6,776 at 4% or $4,517 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-170$455,627$92,149$542iApproximate average salary by contribution assumption: employee only about $13,551 at 4% or $9,034 at 6%; with 50% employer match about $9,034 at 4% or $6,023 at 6%; with 100% employer match about $6,776 at 4% or $4,517 at 6%.
20061118$466,229$110,218$934iApproximate average salary by contribution assumption: employee only about $23,351 at 4% or $15,568 at 6%; with 50% employer match about $15,568 at 4% or $10,378 at 6%; with 100% employer match about $11,676 at 4% or $7,784 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-118$466,229$110,218$934iApproximate average salary by contribution assumption: employee only about $23,351 at 4% or $15,568 at 6%; with 50% employer match about $15,568 at 4% or $10,378 at 6%; with 100% employer match about $11,676 at 4% or $7,784 at 6%.
20051118$352,500$107,317$909iApproximate average salary by contribution assumption: employee only about $22,737 at 4% or $15,158 at 6%; with 50% employer match about $15,158 at 4% or $10,105 at 6%; with 100% employer match about $11,368 at 4% or $7,579 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-118$352,500$107,317$909iApproximate average salary by contribution assumption: employee only about $22,737 at 4% or $15,158 at 6%; with 50% employer match about $15,158 at 4% or $10,105 at 6%; with 100% employer match about $11,368 at 4% or $7,579 at 6%.
20041128$300,668$128,959$1,007iApproximate average salary by contribution assumption: employee only about $25,187 at 4% or $16,792 at 6%; with 50% employer match about $16,792 at 4% or $11,194 at 6%; with 100% employer match about $12,594 at 4% or $8,396 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-128$300,668$128,959$1,007iApproximate average salary by contribution assumption: employee only about $25,187 at 4% or $16,792 at 6%; with 50% employer match about $16,792 at 4% or $11,194 at 6%; with 100% employer match about $12,594 at 4% or $8,396 at 6%.
2003197$207,311$53,118$548iApproximate average salary by contribution assumption: employee only about $13,690 at 4% or $9,127 at 6%; with 50% employer match about $9,127 at 4% or $6,085 at 6%; with 100% employer match about $6,845 at 4% or $4,563 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-97$207,311$53,118$548iApproximate average salary by contribution assumption: employee only about $13,690 at 4% or $9,127 at 6%; with 50% employer match about $9,127 at 4% or $6,085 at 6%; with 100% employer match about $6,845 at 4% or $4,563 at 6%.
2002165$158,951$117,248$1,804iApproximate average salary by contribution assumption: employee only about $45,095 at 4% or $30,064 at 6%; with 50% employer match about $30,064 at 4% or $20,042 at 6%; with 100% employer match about $22,548 at 4% or $15,032 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-65$158,951$117,248$1,804iApproximate average salary by contribution assumption: employee only about $45,095 at 4% or $30,064 at 6%; with 50% employer match about $30,064 at 4% or $20,042 at 6%; with 100% employer match about $22,548 at 4% or $15,032 at 6%.
2001157$219,077$95,954$1,683iApproximate average salary by contribution assumption: employee only about $42,085 at 4% or $28,057 at 6%; with 50% employer match about $28,057 at 4% or $18,704 at 6%; with 100% employer match about $21,043 at 4% or $14,028 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-57$219,077$95,954$1,683iApproximate average salary by contribution assumption: employee only about $42,085 at 4% or $28,057 at 6%; with 50% employer match about $28,057 at 4% or $18,704 at 6%; with 100% employer match about $21,043 at 4% or $14,028 at 6%.
2000172$238,256$188,732$2,621iApproximate average salary by contribution assumption: employee only about $65,532 at 4% or $43,688 at 6%; with 50% employer match about $43,688 at 4% or $29,125 at 6%; with 100% employer match about $32,766 at 4% or $21,844 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-72$238,256$188,732$2,621iApproximate average salary by contribution assumption: employee only about $65,532 at 4% or $43,688 at 6%; with 50% employer match about $43,688 at 4% or $29,125 at 6%; with 100% employer match about $32,766 at 4% or $21,844 at 6%.
1999161$135,398$98,462$1,614iApproximate average salary by contribution assumption: employee only about $40,353 at 4% or $26,902 at 6%; with 50% employer match about $26,902 at 4% or $17,935 at 6%; with 100% employer match about $20,177 at 4% or $13,451 at 6%.
Two Roads Professional 401K Profit Sharing Plan & Trust-61$135,398$98,462$1,614iApproximate average salary by contribution assumption: employee only about $40,353 at 4% or $26,902 at 6%; with 50% employer match about $26,902 at 4% or $17,935 at 6%; with 100% employer match about $20,177 at 4% or $13,451 at 6%.
Two Roads Professional | EIN 33-0728341 | 2025 Form 5500 Company Profile