Civic Intelligence

ROY PLANNING LLC

Plan context: ROY PLANNING LLC 401K PROFIT SHARING PLAN

EIN 33-2092501 • Lafayette, LA • 1 filings • 1 plans

3909 Ambassador Caffery ParkwaySuite ILafayette, LA 70503
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$74,671

2025 Contributions

$68,037

Historical Graphs

Total Assets Over Time

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

$74,671$37,336$02025YearValue
$74,671Latest year 2025

Participants Over Time

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

4202025YearValue
4Latest 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
202514$74,671$68,037$17,009iApproximate average salary by contribution assumption: employee only about $425,231 at 4% or $283,488 at 6%; with 50% employer match about $283,488 at 4% or $188,992 at 6%; with 100% employer match about $212,616 at 4% or $141,744 at 6%.
ROY PLANNING LLC 401K PROFIT SHARING PLAN-4$74,671$68,037$17,009iApproximate average salary by contribution assumption: employee only about $425,231 at 4% or $283,488 at 6%; with 50% employer match about $283,488 at 4% or $188,992 at 6%; with 100% employer match about $212,616 at 4% or $141,744 at 6%.