Civic Intelligence

Dolfuss-Root & Company

Plan context: Dolfuss-Root & Company 401K Profit Sharing Plan

EIN 34-1025962 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

5

2003 Assets

$651,779

2003 Contributions

$41,680

Historical Graphs

Total Assets Over Time

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

$1,652,639$826,320$0199920012002YearValue
$651,779Latest year 2002

Participants Over Time

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

1050199920012002YearValue
5Latest year 2002

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
200310$0$0-
Dolfuss-Root & Company 401K Profit Sharing Plan-0---
200215$651,779$41,680$8,336iApproximate average salary by contribution assumption: employee only about $208,400 at 4% or $138,933 at 6%; with 50% employer match about $138,933 at 4% or $92,622 at 6%; with 100% employer match about $104,200 at 4% or $69,467 at 6%.
Dolfuss-Root & Company 401K Profit Sharing Plan-5$651,779$41,680$8,336iApproximate average salary by contribution assumption: employee only about $208,400 at 4% or $138,933 at 6%; with 50% employer match about $138,933 at 4% or $92,622 at 6%; with 100% employer match about $104,200 at 4% or $69,467 at 6%.
200118$1,100,450$93,253$11,657iApproximate average salary by contribution assumption: employee only about $291,416 at 4% or $194,277 at 6%; with 50% employer match about $194,277 at 4% or $129,518 at 6%; with 100% employer match about $145,708 at 4% or $97,139 at 6%.
Dolfuss-Root & Company 401K Profit Sharing Plan-8$1,100,450$93,253$11,657iApproximate average salary by contribution assumption: employee only about $291,416 at 4% or $194,277 at 6%; with 50% employer match about $194,277 at 4% or $129,518 at 6%; with 100% employer match about $145,708 at 4% or $97,139 at 6%.
2000110$1,512,379$107,767$10,777iApproximate average salary by contribution assumption: employee only about $269,418 at 4% or $179,612 at 6%; with 50% employer match about $179,612 at 4% or $119,741 at 6%; with 100% employer match about $134,709 at 4% or $89,806 at 6%.
Dolfuss-Root & Company 401K Profit Sharing Plan-10$1,512,379$107,767$10,777iApproximate average salary by contribution assumption: employee only about $269,418 at 4% or $179,612 at 6%; with 50% employer match about $179,612 at 4% or $119,741 at 6%; with 100% employer match about $134,709 at 4% or $89,806 at 6%.
1999110$1,652,639$146,744$14,674iApproximate average salary by contribution assumption: employee only about $366,860 at 4% or $244,573 at 6%; with 50% employer match about $244,573 at 4% or $163,049 at 6%; with 100% employer match about $183,430 at 4% or $122,287 at 6%.
Dolfuss-Root & Company 401K Profit Sharing Plan-10$1,652,639$146,744$14,674iApproximate average salary by contribution assumption: employee only about $366,860 at 4% or $244,573 at 6%; with 50% employer match about $244,573 at 4% or $163,049 at 6%; with 100% employer match about $183,430 at 4% or $122,287 at 6%.