Civic Intelligence

The Rough Notes Company Inc.

Plan context: The Rough Notes Company Inc. 401K Plan

EIN 35-0624600 • Carmel, IN • 26 filings • 3 plans

11690 Technology DrCarmel, IN 46032
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,211,964

2024 Contributions

$165,297

Historical Graphs

Total Assets Over Time

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

$2,237,721$1,118,861$0199920122024YearValue
$2,211,964Latest year 2024

Participants Over Time

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

29150199920122024YearValue
18Latest 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
2024118$2,211,964$165,297$9,183iApproximate average salary by contribution assumption: employee only about $229,579 at 4% or $153,053 at 6%; with 50% employer match about $153,053 at 4% or $102,035 at 6%; with 100% employer match about $114,790 at 4% or $76,526 at 6%.
The Rough Notes Company Inc. 401K Plan-18$2,211,964$165,297$9,183iApproximate average salary by contribution assumption: employee only about $229,579 at 4% or $153,053 at 6%; with 50% employer match about $153,053 at 4% or $102,035 at 6%; with 100% employer match about $114,790 at 4% or $76,526 at 6%.
2023120$2,237,721$159,642$7,982iApproximate average salary by contribution assumption: employee only about $199,553 at 4% or $133,035 at 6%; with 50% employer match about $133,035 at 4% or $88,690 at 6%; with 100% employer match about $99,776 at 4% or $66,518 at 6%.
The Rough Notes Company Inc. 401K Plan-20$2,237,721$159,642$7,982iApproximate average salary by contribution assumption: employee only about $199,553 at 4% or $133,035 at 6%; with 50% employer match about $133,035 at 4% or $88,690 at 6%; with 100% employer match about $99,776 at 4% or $66,518 at 6%.
2022120$1,957,207$167,310$8,366iApproximate average salary by contribution assumption: employee only about $209,138 at 4% or $139,425 at 6%; with 50% employer match about $139,425 at 4% or $92,950 at 6%; with 100% employer match about $104,569 at 4% or $69,713 at 6%.
The Rough Notes Company Inc. 401K Plan-20$1,957,207$167,310$8,366iApproximate average salary by contribution assumption: employee only about $209,138 at 4% or $139,425 at 6%; with 50% employer match about $139,425 at 4% or $92,950 at 6%; with 100% employer match about $104,569 at 4% or $69,713 at 6%.
2021120$2,185,577$154,146$7,707iApproximate average salary by contribution assumption: employee only about $192,683 at 4% or $128,455 at 6%; with 50% employer match about $128,455 at 4% or $85,637 at 6%; with 100% employer match about $96,341 at 4% or $64,228 at 6%.
The Rough Notes Company Inc. 401K Plan-20$2,185,577$154,146$7,707iApproximate average salary by contribution assumption: employee only about $192,683 at 4% or $128,455 at 6%; with 50% employer match about $128,455 at 4% or $85,637 at 6%; with 100% employer match about $96,341 at 4% or $64,228 at 6%.
2020121$2,033,576$170,715$8,129iApproximate average salary by contribution assumption: employee only about $203,232 at 4% or $135,488 at 6%; with 50% employer match about $135,488 at 4% or $90,325 at 6%; with 100% employer match about $101,616 at 4% or $67,744 at 6%.
The Rough Notes Company Inc. 401K Plan-21$2,033,576$170,715$8,129iApproximate average salary by contribution assumption: employee only about $203,232 at 4% or $135,488 at 6%; with 50% employer match about $135,488 at 4% or $90,325 at 6%; with 100% employer match about $101,616 at 4% or $67,744 at 6%.
2019121$1,631,856$164,864$7,851iApproximate average salary by contribution assumption: employee only about $196,267 at 4% or $130,844 at 6%; with 50% employer match about $130,844 at 4% or $87,230 at 6%; with 100% employer match about $98,133 at 4% or $65,422 at 6%.
The Rough Notes Company Inc. 401K Plan-21$1,631,856$164,864$7,851iApproximate average salary by contribution assumption: employee only about $196,267 at 4% or $130,844 at 6%; with 50% employer match about $130,844 at 4% or $87,230 at 6%; with 100% employer match about $98,133 at 4% or $65,422 at 6%.
2018120$1,398,877$157,778$7,889iApproximate average salary by contribution assumption: employee only about $197,223 at 4% or $131,482 at 6%; with 50% employer match about $131,482 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,741 at 6%.
The Rough Notes Company Inc. 401K Plan-20$1,398,877$157,778$7,889iApproximate average salary by contribution assumption: employee only about $197,223 at 4% or $131,482 at 6%; with 50% employer match about $131,482 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,741 at 6%.
2017121$1,485,830$174,107$8,291iApproximate average salary by contribution assumption: employee only about $207,270 at 4% or $138,180 at 6%; with 50% employer match about $138,180 at 4% or $92,120 at 6%; with 100% employer match about $103,635 at 4% or $69,090 at 6%.
The Rough Notes Company Inc. 401K Plan-21$1,485,830$174,107$8,291iApproximate average salary by contribution assumption: employee only about $207,270 at 4% or $138,180 at 6%; with 50% employer match about $138,180 at 4% or $92,120 at 6%; with 100% employer match about $103,635 at 4% or $69,090 at 6%.
2016125$1,285,679$157,632$6,305iApproximate average salary by contribution assumption: employee only about $157,632 at 4% or $105,088 at 6%; with 50% employer match about $105,088 at 4% or $70,059 at 6%; with 100% employer match about $78,816 at 4% or $52,544 at 6%.
The Rough Notes Company Inc. 401K Plan-25$1,285,679$157,632$6,305iApproximate average salary by contribution assumption: employee only about $157,632 at 4% or $105,088 at 6%; with 50% employer match about $105,088 at 4% or $70,059 at 6%; with 100% employer match about $78,816 at 4% or $52,544 at 6%.
2015122$1,070,232$143,722$6,533iApproximate average salary by contribution assumption: employee only about $163,320 at 4% or $108,880 at 6%; with 50% employer match about $108,880 at 4% or $72,587 at 6%; with 100% employer match about $81,660 at 4% or $54,440 at 6%.
The Rough Notes Company Inc. 401K Plan-22$1,070,232$143,722$6,533iApproximate average salary by contribution assumption: employee only about $163,320 at 4% or $108,880 at 6%; with 50% employer match about $108,880 at 4% or $72,587 at 6%; with 100% employer match about $81,660 at 4% or $54,440 at 6%.
2014122$1,102,038$127,095$5,777iApproximate average salary by contribution assumption: employee only about $144,426 at 4% or $96,284 at 6%; with 50% employer match about $96,284 at 4% or $64,189 at 6%; with 100% employer match about $72,213 at 4% or $48,142 at 6%.
The Rough Notes Company Inc. 401K Plan-22$1,102,038$127,095$5,777iApproximate average salary by contribution assumption: employee only about $144,426 at 4% or $96,284 at 6%; with 50% employer match about $96,284 at 4% or $64,189 at 6%; with 100% employer match about $72,213 at 4% or $48,142 at 6%.
2013122$1,019,675$131,291$5,968iApproximate average salary by contribution assumption: employee only about $149,194 at 4% or $99,463 at 6%; with 50% employer match about $99,463 at 4% or $66,309 at 6%; with 100% employer match about $74,597 at 4% or $49,731 at 6%.
The Rough Notes Company Inc. 401K Plan-22$1,019,675$131,291$5,968iApproximate average salary by contribution assumption: employee only about $149,194 at 4% or $99,463 at 6%; with 50% employer match about $99,463 at 4% or $66,309 at 6%; with 100% employer match about $74,597 at 4% or $49,731 at 6%.
2012122$868,800$123,152$5,598iApproximate average salary by contribution assumption: employee only about $139,945 at 4% or $93,297 at 6%; with 50% employer match about $93,297 at 4% or $62,198 at 6%; with 100% employer match about $69,973 at 4% or $46,648 at 6%.
The Rough Notes Company Inc. 401K Plan-22$868,800$123,152$5,598iApproximate average salary by contribution assumption: employee only about $139,945 at 4% or $93,297 at 6%; with 50% employer match about $93,297 at 4% or $62,198 at 6%; with 100% employer match about $69,973 at 4% or $46,648 at 6%.
2011124$707,582$117,734$4,906iApproximate average salary by contribution assumption: employee only about $122,640 at 4% or $81,760 at 6%; with 50% employer match about $81,760 at 4% or $54,506 at 6%; with 100% employer match about $61,320 at 4% or $40,880 at 6%.
The Rough Notes Company Inc. 401K Plan-24$707,582$117,734$4,906iApproximate average salary by contribution assumption: employee only about $122,640 at 4% or $81,760 at 6%; with 50% employer match about $81,760 at 4% or $54,506 at 6%; with 100% employer match about $61,320 at 4% or $40,880 at 6%.
2010129$1,579,426$129,070$4,451iApproximate average salary by contribution assumption: employee only about $111,267 at 4% or $74,178 at 6%; with 50% employer match about $74,178 at 4% or $49,452 at 6%; with 100% employer match about $55,634 at 4% or $37,089 at 6%.
The Rough Notes Company Inc. 401K Plan-29$1,579,426$129,070$4,451iApproximate average salary by contribution assumption: employee only about $111,267 at 4% or $74,178 at 6%; with 50% employer match about $74,178 at 4% or $49,452 at 6%; with 100% employer match about $55,634 at 4% or $37,089 at 6%.
2009128$1,370,363$133,868$4,781iApproximate average salary by contribution assumption: employee only about $119,525 at 4% or $79,683 at 6%; with 50% employer match about $79,683 at 4% or $53,122 at 6%; with 100% employer match about $59,763 at 4% or $39,842 at 6%.
The Rough Notes Company Inc. 401K Plan-28$1,370,363$133,868$4,781iApproximate average salary by contribution assumption: employee only about $119,525 at 4% or $79,683 at 6%; with 50% employer match about $79,683 at 4% or $53,122 at 6%; with 100% employer match about $59,763 at 4% or $39,842 at 6%.
2008126$903,341$171,230$6,586iApproximate average salary by contribution assumption: employee only about $164,644 at 4% or $109,763 at 6%; with 50% employer match about $109,763 at 4% or $73,175 at 6%; with 100% employer match about $82,322 at 4% or $54,881 at 6%.
The Rough Notes Company Inc. 401K Plan-26$903,341$171,230$6,586iApproximate average salary by contribution assumption: employee only about $164,644 at 4% or $109,763 at 6%; with 50% employer match about $109,763 at 4% or $73,175 at 6%; with 100% employer match about $82,322 at 4% or $54,881 at 6%.
2007127$1,219,778$160,965$5,962iApproximate average salary by contribution assumption: employee only about $149,042 at 4% or $99,361 at 6%; with 50% employer match about $99,361 at 4% or $66,241 at 6%; with 100% employer match about $74,521 at 4% or $49,681 at 6%.
The Rough Notes Company Inc. 401K Plan-27$1,219,778$160,965$5,962iApproximate average salary by contribution assumption: employee only about $149,042 at 4% or $99,361 at 6%; with 50% employer match about $99,361 at 4% or $66,241 at 6%; with 100% employer match about $74,521 at 4% or $49,681 at 6%.
2006126$983,003$127,642$4,909iApproximate average salary by contribution assumption: employee only about $122,733 at 4% or $81,822 at 6%; with 50% employer match about $81,822 at 4% or $54,548 at 6%; with 100% employer match about $61,366 at 4% or $40,911 at 6%.
The Rough Notes Company Inc. 401K Plan-26$983,003$127,642$4,909iApproximate average salary by contribution assumption: employee only about $122,733 at 4% or $81,822 at 6%; with 50% employer match about $81,822 at 4% or $54,548 at 6%; with 100% employer match about $61,366 at 4% or $40,911 at 6%.
2005124$791,064$108,778$4,532iApproximate average salary by contribution assumption: employee only about $113,310 at 4% or $75,540 at 6%; with 50% employer match about $75,540 at 4% or $50,360 at 6%; with 100% employer match about $56,655 at 4% or $37,770 at 6%.
The Rough Notes Company Inc. 401K Plan-24$791,064$108,778$4,532iApproximate average salary by contribution assumption: employee only about $113,310 at 4% or $75,540 at 6%; with 50% employer match about $75,540 at 4% or $50,360 at 6%; with 100% employer match about $56,655 at 4% or $37,770 at 6%.
2004123$697,038$105,593$4,591iApproximate average salary by contribution assumption: employee only about $114,775 at 4% or $76,517 at 6%; with 50% employer match about $76,517 at 4% or $51,011 at 6%; with 100% employer match about $57,388 at 4% or $38,258 at 6%.
The Rough Notes Company Inc. 401K Plan-23$697,038$105,593$4,591iApproximate average salary by contribution assumption: employee only about $114,775 at 4% or $76,517 at 6%; with 50% employer match about $76,517 at 4% or $51,011 at 6%; with 100% employer match about $57,388 at 4% or $38,258 at 6%.
2003125$611,970$104,283$4,171iApproximate average salary by contribution assumption: employee only about $104,283 at 4% or $69,522 at 6%; with 50% employer match about $69,522 at 4% or $46,348 at 6%; with 100% employer match about $52,141 at 4% or $34,761 at 6%.
The Rough Notes Company Inc. 401K Plan-25$611,970$104,283$4,171iApproximate average salary by contribution assumption: employee only about $104,283 at 4% or $69,522 at 6%; with 50% employer match about $69,522 at 4% or $46,348 at 6%; with 100% employer match about $52,141 at 4% or $34,761 at 6%.
2002125$422,276$113,943$4,558iApproximate average salary by contribution assumption: employee only about $113,943 at 4% or $75,962 at 6%; with 50% employer match about $75,962 at 4% or $50,641 at 6%; with 100% employer match about $56,972 at 4% or $37,981 at 6%.
The Rough Notes Company Inc. 401K Plan-25$422,276$113,943$4,558iApproximate average salary by contribution assumption: employee only about $113,943 at 4% or $75,962 at 6%; with 50% employer match about $75,962 at 4% or $50,641 at 6%; with 100% employer match about $56,972 at 4% or $37,981 at 6%.
2001124$0$0-
The Rough Notes Company Inc. 401K Plan-24---
2000122$350,586$99,762$4,535iApproximate average salary by contribution assumption: employee only about $113,366 at 4% or $75,577 at 6%; with 50% employer match about $75,577 at 4% or $50,385 at 6%; with 100% employer match about $56,683 at 4% or $37,789 at 6%.
The Rough Notes Company Inc. 401K Plan-22$350,586$99,762$4,535iApproximate average salary by contribution assumption: employee only about $113,366 at 4% or $75,577 at 6%; with 50% employer match about $75,577 at 4% or $50,385 at 6%; with 100% employer match about $56,683 at 4% or $37,789 at 6%.
1999120$385,692$53,060$2,653iApproximate average salary by contribution assumption: employee only about $66,325 at 4% or $44,217 at 6%; with 50% employer match about $44,217 at 4% or $29,478 at 6%; with 100% employer match about $33,163 at 4% or $22,108 at 6%.
The Rough Notes Company Inc. 401K Plan-20$385,692$53,060$2,653iApproximate average salary by contribution assumption: employee only about $66,325 at 4% or $44,217 at 6%; with 50% employer match about $44,217 at 4% or $29,478 at 6%; with 100% employer match about $33,163 at 4% or $22,108 at 6%.