Stephen Michael Roe
Plan context: Roe Agency Inc 401 K Profit Sharing Plan & Trust
EIN 35-1997780 • Naples, FL • 7 filings • 4 plans
Current Snapshot
Latest Year
2013
2013 Participants
1
2013 Assets
$5,511
2013 Contributions
$14,367
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Roe Agency Inc 401 K Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2012 | 1 | 1 | $5,511 | $0 | - |
| Roe Agency Inc 401 K Profit Sharing Plan & Trust | - | 1 | $5,511 | - | - |
| 2011 | 1 | 2 | $6,995 | $0 | - |
| Roe Agency Inc 401 K Profit Sharing Plan & Trust | - | 2 | $6,995 | $0 | - |
| 2010 | 2 | 12 | $20,470 | $14,367 | $1,197iApproximate average salary by contribution assumption: employee only about $29,931 at 4% or $19,954 at 6%; with 50% employer match about $19,954 at 4% or $13,303 at 6%; with 100% employer match about $14,966 at 4% or $9,977 at 6%. |
| Roe Agency Inc 401 K Profit Sharing Plan & Trust | - | 12 | $13,244 | $14,367 | $1,197iApproximate average salary by contribution assumption: employee only about $29,931 at 4% or $19,954 at 6%; with 50% employer match about $19,954 at 4% or $13,303 at 6%; with 100% employer match about $14,966 at 4% or $9,977 at 6%. |
| Roe Agency Inc 401 K Profit Sharing Plan & Trust | - | 2 | $7,226 | - | - |
| 2009 | 1 | 2 | $6,588 | $0 | - |
| Roe Agency Inc 401 K Profit Sharing Plan & Trust | - | 2 | $6,588 | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| Roe Agency Inc 401 K Profit Sharing Plan & Trust | - | 12 | - | - | - |