Civic Intelligence

Roth Capital Partners LLC

Plan context: Roth Capital Partners LLC 401(K) Plan

EIN 33-0947643 • Newport Beach, CA • 46 filings • 5 plans

888 San Clemente Dr Ste 400Newport Beach, CA 92660-6369
Current Snapshot

Latest Year

2024

2024 Participants

219

2024 Assets

$54,659,923

2024 Contributions

$4,721,554

Historical Graphs

Total Assets Over Time

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

$54,659,923$27,329,962$0200220132023YearValue
$54,659,923Latest year 2023

Participants Over Time

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

2191100200020122024YearValue
219Latest year 2024

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
20241219$0$0-
Roth Capital Partners Employee Benefit Plan-219---
20232213$54,659,923$4,721,554$22,167iApproximate average salary by contribution assumption: employee only about $554,173 at 4% or $369,449 at 6%; with 50% employer match about $369,449 at 4% or $246,299 at 6%; with 100% employer match about $277,087 at 4% or $184,724 at 6%.
Roth Capital Partners LLC 401(K) Plan-208$54,659,923$4,721,554$22,700iApproximate average salary by contribution assumption: employee only about $567,494 at 4% or $378,330 at 6%; with 50% employer match about $378,330 at 4% or $252,220 at 6%; with 100% employer match about $283,747 at 4% or $189,165 at 6%.
Roth Capital Partners Employee Benefit Plan-213---
20222213$45,454,761$8,769,467$41,171iApproximate average salary by contribution assumption: employee only about $1,029,280 at 4% or $686,187 at 6%; with 50% employer match about $686,187 at 4% or $457,458 at 6%; with 100% employer match about $514,640 at 4% or $343,093 at 6%.
Roth Capital Partners LLC 401(K) Plan-213$45,454,761$8,769,467$41,171iApproximate average salary by contribution assumption: employee only about $1,029,280 at 4% or $686,187 at 6%; with 50% employer match about $686,187 at 4% or $457,458 at 6%; with 100% employer match about $514,640 at 4% or $343,093 at 6%.
Roth Capital Partners Employee Benefit Plan-144---
20212149$32,771,161$2,846,677$19,105iApproximate average salary by contribution assumption: employee only about $477,630 at 4% or $318,420 at 6%; with 50% employer match about $318,420 at 4% or $212,280 at 6%; with 100% employer match about $238,815 at 4% or $159,210 at 6%.
Roth Capital Partners LLC 401(K) Plan-147$32,771,161$2,846,677$19,365iApproximate average salary by contribution assumption: employee only about $484,129 at 4% or $322,752 at 6%; with 50% employer match about $322,752 at 4% or $215,168 at 6%; with 100% employer match about $242,064 at 4% or $161,376 at 6%.
Roth Capital Partners Employee Benefit Plan-149---
20202140$40,241,884$2,465,593$17,611iApproximate average salary by contribution assumption: employee only about $440,284 at 4% or $293,523 at 6%; with 50% employer match about $293,523 at 4% or $195,682 at 6%; with 100% employer match about $220,142 at 4% or $146,761 at 6%.
Roth Capital Partners LLC 401(K) Plan-136$40,241,884$2,465,593$18,129iApproximate average salary by contribution assumption: employee only about $453,234 at 4% or $302,156 at 6%; with 50% employer match about $302,156 at 4% or $201,437 at 6%; with 100% employer match about $226,617 at 4% or $151,078 at 6%.
Roth Capital Partners Employee Benefit Plan-140---
20192140$28,765,226$2,071,507$14,796iApproximate average salary by contribution assumption: employee only about $369,912 at 4% or $246,608 at 6%; with 50% employer match about $246,608 at 4% or $164,405 at 6%; with 100% employer match about $184,956 at 4% or $123,304 at 6%.
Roth Capital Partners LLC 401(K) Plan-140$28,765,226$2,071,507$14,796iApproximate average salary by contribution assumption: employee only about $369,912 at 4% or $246,608 at 6%; with 50% employer match about $246,608 at 4% or $164,405 at 6%; with 100% employer match about $184,956 at 4% or $123,304 at 6%.
Roth Capital Partners Employee Benefit Plan-130---
20182130$28,720,463$1,695,584$13,043iApproximate average salary by contribution assumption: employee only about $326,074 at 4% or $217,383 at 6%; with 50% employer match about $217,383 at 4% or $144,922 at 6%; with 100% employer match about $163,037 at 4% or $108,691 at 6%.
Roth Capital Partners LLC 401(K) Plan-121$28,720,463$1,695,584$14,013iApproximate average salary by contribution assumption: employee only about $350,327 at 4% or $233,552 at 6%; with 50% employer match about $233,552 at 4% or $155,701 at 6%; with 100% employer match about $175,164 at 4% or $116,776 at 6%.
Roth Capital Partners Employee Benefit Plan-130---
20172129$28,282,051$2,422,993$18,783iApproximate average salary by contribution assumption: employee only about $469,572 at 4% or $313,048 at 6%; with 50% employer match about $313,048 at 4% or $208,699 at 6%; with 100% employer match about $234,786 at 4% or $156,524 at 6%.
Roth Capital Partners LLC 401(K) Plan-112$28,282,051$2,422,993$21,634iApproximate average salary by contribution assumption: employee only about $540,847 at 4% or $360,564 at 6%; with 50% employer match about $360,564 at 4% or $240,376 at 6%; with 100% employer match about $270,423 at 4% or $180,282 at 6%.
Roth Capital Partners Employee Benefit Plan-129---
20162141$24,008,549$1,824,942$12,943iApproximate average salary by contribution assumption: employee only about $323,571 at 4% or $215,714 at 6%; with 50% employer match about $215,714 at 4% or $143,809 at 6%; with 100% employer match about $161,786 at 4% or $107,857 at 6%.
Roth Capital Partners LLC 401(K) Plan-126$24,008,549$1,824,942$14,484iApproximate average salary by contribution assumption: employee only about $362,092 at 4% or $241,394 at 6%; with 50% employer match about $241,394 at 4% or $160,930 at 6%; with 100% employer match about $181,046 at 4% or $120,697 at 6%.
Roth Capital Partners Employee Benefit Plan-141---
20152135$22,372,112$1,787,389$13,240iApproximate average salary by contribution assumption: employee only about $330,998 at 4% or $220,665 at 6%; with 50% employer match about $220,665 at 4% or $147,110 at 6%; with 100% employer match about $165,499 at 4% or $110,333 at 6%.
Roth Capital Partners LLC 401(K) Plan-129$22,372,112$1,787,389$13,856iApproximate average salary by contribution assumption: employee only about $346,393 at 4% or $230,929 at 6%; with 50% employer match about $230,929 at 4% or $153,953 at 6%; with 100% employer match about $173,197 at 4% or $115,464 at 6%.
Roth Capital Partners Employee Benefit Plan-135---
20142150$21,987,435$2,227,972$14,853iApproximate average salary by contribution assumption: employee only about $371,329 at 4% or $247,552 at 6%; with 50% employer match about $247,552 at 4% or $165,035 at 6%; with 100% employer match about $185,664 at 4% or $123,776 at 6%.
Roth Capital Partners LLC 401(K) Plan-126$21,987,435$2,227,972$17,682iApproximate average salary by contribution assumption: employee only about $442,058 at 4% or $294,705 at 6%; with 50% employer match about $294,705 at 4% or $196,470 at 6%; with 100% employer match about $221,029 at 4% or $147,353 at 6%.
Roth Capital Partners Employee Benefit Plan-150---
20132136$20,740,610$1,780,264$13,090iApproximate average salary by contribution assumption: employee only about $327,254 at 4% or $218,170 at 6%; with 50% employer match about $218,170 at 4% or $145,446 at 6%; with 100% employer match about $163,627 at 4% or $109,085 at 6%.
Roth Capital Partners LLC 401(K) Plan-116$20,740,610$1,780,264$15,347iApproximate average salary by contribution assumption: employee only about $383,678 at 4% or $255,785 at 6%; with 50% employer match about $255,785 at 4% or $170,523 at 6%; with 100% employer match about $191,839 at 4% or $127,893 at 6%.
Roth Capital Partners Employee Benefit Plan-136---
20122132$17,998,429$1,154,643$8,747iApproximate average salary by contribution assumption: employee only about $218,682 at 4% or $145,788 at 6%; with 50% employer match about $145,788 at 4% or $97,192 at 6%; with 100% employer match about $109,341 at 4% or $72,894 at 6%.
Roth Capital Partners LLC 401(K) Plan-106$17,998,429$1,154,643$10,893iApproximate average salary by contribution assumption: employee only about $272,321 at 4% or $181,548 at 6%; with 50% employer match about $181,548 at 4% or $121,032 at 6%; with 100% employer match about $136,161 at 4% or $90,774 at 6%.
Roth Capital Partners Employee Benefit Plan-132---
20112156$16,008,563$1,603,504$10,279iApproximate average salary by contribution assumption: employee only about $256,972 at 4% or $171,315 at 6%; with 50% employer match about $171,315 at 4% or $114,210 at 6%; with 100% employer match about $128,486 at 4% or $85,657 at 6%.
Roth Capital Partners LLC 401(K) Plan-126$16,008,563$1,603,504$12,726iApproximate average salary by contribution assumption: employee only about $318,156 at 4% or $212,104 at 6%; with 50% employer match about $212,104 at 4% or $141,402 at 6%; with 100% employer match about $159,078 at 4% or $106,052 at 6%.
Roth Capital Partners Employee Benefit Plan-156---
20101136$15,711,945$1,854,159$13,634iApproximate average salary by contribution assumption: employee only about $340,838 at 4% or $227,225 at 6%; with 50% employer match about $227,225 at 4% or $151,484 at 6%; with 100% employer match about $170,419 at 4% or $113,613 at 6%.
Roth Capital Partners LLC 401(K) Plan-136$15,711,945$1,854,159$13,634iApproximate average salary by contribution assumption: employee only about $340,838 at 4% or $227,225 at 6%; with 50% employer match about $227,225 at 4% or $151,484 at 6%; with 100% employer match about $170,419 at 4% or $113,613 at 6%.
20092125$11,629,509$1,811,731$14,494iApproximate average salary by contribution assumption: employee only about $362,346 at 4% or $241,564 at 6%; with 50% employer match about $241,564 at 4% or $161,043 at 6%; with 100% employer match about $181,173 at 4% or $120,782 at 6%.
Roth Capital Partners LLC 401(K) Plan-125$11,629,509$1,811,731$14,494iApproximate average salary by contribution assumption: employee only about $362,346 at 4% or $241,564 at 6%; with 50% employer match about $241,564 at 4% or $161,043 at 6%; with 100% employer match about $181,173 at 4% or $120,782 at 6%.
Roth Capital Partners Employee Benefit Plan-----
20081129$9,460,543$1,504,946$11,666iApproximate average salary by contribution assumption: employee only about $291,656 at 4% or $194,437 at 6%; with 50% employer match about $194,437 at 4% or $129,625 at 6%; with 100% employer match about $145,828 at 4% or $97,219 at 6%.
Roth Capital Partners LLC 401(K) Plan-129$9,460,543$1,504,946$11,666iApproximate average salary by contribution assumption: employee only about $291,656 at 4% or $194,437 at 6%; with 50% employer match about $194,437 at 4% or $129,625 at 6%; with 100% employer match about $145,828 at 4% or $97,219 at 6%.
20072157$11,074,829$1,908,274$12,155iApproximate average salary by contribution assumption: employee only about $303,865 at 4% or $202,577 at 6%; with 50% employer match about $202,577 at 4% or $135,051 at 6%; with 100% employer match about $151,933 at 4% or $101,288 at 6%.
Roth Capital Partners LLC 401(K) Plan-124$11,074,829$1,908,274$15,389iApproximate average salary by contribution assumption: employee only about $384,733 at 4% or $256,488 at 6%; with 50% employer match about $256,488 at 4% or $170,992 at 6%; with 100% employer match about $192,366 at 4% or $128,244 at 6%.
Roth Capital Partners Employee Benefit Plan-157---
20062110$0$0-
Roth Capital Partners Employee Benefit Plan-0---
Roth Capital Partners LLC 401(K) Plan-110---
20052136$7,927,100$1,620,229$11,913iApproximate average salary by contribution assumption: employee only about $297,836 at 4% or $198,557 at 6%; with 50% employer match about $198,557 at 4% or $132,372 at 6%; with 100% employer match about $148,918 at 4% or $99,279 at 6%.
Roth Capital Partners LLC 401(K) Plan-106$7,927,100$1,620,229$15,285iApproximate average salary by contribution assumption: employee only about $382,129 at 4% or $254,753 at 6%; with 50% employer match about $254,753 at 4% or $169,835 at 6%; with 100% employer match about $191,065 at 4% or $127,376 at 6%.
Roth Capital Partners Employee Benefit Plan-136---
20042146$6,625,674$1,473,467$10,092iApproximate average salary by contribution assumption: employee only about $252,306 at 4% or $168,204 at 6%; with 50% employer match about $168,204 at 4% or $112,136 at 6%; with 100% employer match about $126,153 at 4% or $84,102 at 6%.
Roth Capital Partners LLC 401(K) Plan-108$6,625,674$1,473,467$13,643iApproximate average salary by contribution assumption: employee only about $341,080 at 4% or $227,387 at 6%; with 50% employer match about $227,387 at 4% or $151,591 at 6%; with 100% employer match about $170,540 at 4% or $113,693 at 6%.
Roth Capital Partners Employee Benefit Plan-146---
20032158$6,112,183$1,247,838$7,898iApproximate average salary by contribution assumption: employee only about $197,443 at 4% or $131,628 at 6%; with 50% employer match about $131,628 at 4% or $87,752 at 6%; with 100% employer match about $98,721 at 4% or $65,814 at 6%.
Roth Capital Partners LLC 401(K) Plan-89$6,112,183$1,247,838$14,021iApproximate average salary by contribution assumption: employee only about $350,516 at 4% or $233,678 at 6%; with 50% employer match about $233,678 at 4% or $155,785 at 6%; with 100% employer match about $175,258 at 4% or $116,839 at 6%.
Roth Capital Partners Employee Benefit Plan-158---
20022204$4,627,234$620,813$3,043iApproximate average salary by contribution assumption: employee only about $76,080 at 4% or $50,720 at 6%; with 50% employer match about $50,720 at 4% or $33,813 at 6%; with 100% employer match about $38,040 at 4% or $25,360 at 6%.
Roth Capital Partners LLC 401(K) Plan-75$4,627,234$620,813$8,278iApproximate average salary by contribution assumption: employee only about $206,938 at 4% or $137,958 at 6%; with 50% employer match about $137,958 at 4% or $91,972 at 6%; with 100% employer match about $103,469 at 4% or $68,979 at 6%.
Roth Capital Partners Employee Benefit Plan-204---
20012205$0$0-
Roth Capital Partners LLC 401(K) Plan-85---
Roth Capital Partners Employee Benefit Plan-205---
20001110$0$0-
Roth Capital Partners LLC 401(K) Plan-110---