Jeffrey Rome & Associates
Plan context: Jeffrey Rome & Associates Profit Sharing Plan
EIN 33-0797456 • Newport Beach, CA • 20 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$677,375
2024 Contributions
$56,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $677,375 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 2 | $677,375 | - | - |
| 2023 | 1 | 2 | $573,351 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 2 | $573,351 | $0 | - |
| 2022 | 1 | 2 | $447,174 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 2 | $447,174 | $0 | - |
| 2021 | 1 | 3 | $650,942 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $650,942 | $0 | - |
| 2020 | 1 | 3 | $553,265 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $553,265 | $0 | - |
| 2019 | 1 | 3 | $380,118 | $56,000 | $18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%. |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $380,118 | $56,000 | $18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%. |
| 2018 | 1 | 3 | $284,476 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $284,476 | $0 | - |
| 2017 | 1 | 3 | $299,637 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $299,637 | $0 | - |
| 2016 | 1 | 3 | $237,917 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $237,917 | $0 | - |
| 2015 | 1 | 3 | $223,868 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $223,868 | $0 | - |
| 2014 | 1 | 3 | $216,279 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $216,279 | $0 | - |
| 2013 | 1 | 3 | $203,122 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $203,122 | $0 | - |
| 2012 | 1 | 3 | $154,519 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $154,519 | $0 | - |
| 2011 | 1 | 3 | $128,977 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $128,977 | $0 | - |
| 2010 | 1 | 3 | $138,903 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $138,903 | $0 | - |
| 2009 | 1 | 3 | $125,048 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $125,048 | $0 | - |
| 2005 | 1 | 3 | $107,253 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $107,253 | - | - |
| 2004 | 1 | 5 | $100,061 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 5 | $100,061 | - | - |
| 2003 | 1 | 5 | $0 | $0 | - |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 5 | - | - | - |
| 2002 | 1 | 3 | $44,405 | $44,405 | $14,802iApproximate average salary by contribution assumption: employee only about $370,042 at 4% or $246,694 at 6%; with 50% employer match about $246,694 at 4% or $164,463 at 6%; with 100% employer match about $185,021 at 4% or $123,347 at 6%. |
| Jeffrey Rome & Associates Profit Sharing Plan | - | 3 | $44,405 | $44,405 | $14,802iApproximate average salary by contribution assumption: employee only about $370,042 at 4% or $246,694 at 6%; with 50% employer match about $246,694 at 4% or $164,463 at 6%; with 100% employer match about $185,021 at 4% or $123,347 at 6%. |