Andrew a Roth MD Sc
Plan context: Yorktown Health 401(K) Plan
EIN 36-2970238 • Lombard, IL • 47 filings • 17 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$532,437
2024 Contributions
$99,849
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $532,437 | $99,849 | $5,255iApproximate average salary by contribution assumption: employee only about $131,380 at 4% or $87,587 at 6%; with 50% employer match about $87,587 at 4% or $58,391 at 6%; with 100% employer match about $65,690 at 4% or $43,793 at 6%. |
| Yorktown Health 401(K) Plan | - | 19 | $532,437 | $99,849 | $5,255iApproximate average salary by contribution assumption: employee only about $131,380 at 4% or $87,587 at 6%; with 50% employer match about $87,587 at 4% or $58,391 at 6%; with 100% employer match about $65,690 at 4% or $43,793 at 6%. |
| 2023 | 1 | 13 | $410,969 | $32,758 | $2,520iApproximate average salary by contribution assumption: employee only about $62,996 at 4% or $41,997 at 6%; with 50% employer match about $41,997 at 4% or $27,998 at 6%; with 100% employer match about $31,498 at 4% or $20,999 at 6%. |
| Yorktown Health 401(K) Plan | - | 13 | $410,969 | $32,758 | $2,520iApproximate average salary by contribution assumption: employee only about $62,996 at 4% or $41,997 at 6%; with 50% employer match about $41,997 at 4% or $27,998 at 6%; with 100% employer match about $31,498 at 4% or $20,999 at 6%. |
| 2022 | 1 | 10 | $320,308 | $43,272 | $4,327iApproximate average salary by contribution assumption: employee only about $108,180 at 4% or $72,120 at 6%; with 50% employer match about $72,120 at 4% or $48,080 at 6%; with 100% employer match about $54,090 at 4% or $36,060 at 6%. |
| Yorktown Health 401(K) Plan | - | 10 | $320,308 | $43,272 | $4,327iApproximate average salary by contribution assumption: employee only about $108,180 at 4% or $72,120 at 6%; with 50% employer match about $72,120 at 4% or $48,080 at 6%; with 100% employer match about $54,090 at 4% or $36,060 at 6%. |
| 2021 | 1 | 9 | $531,027 | $94,558 | $10,506iApproximate average salary by contribution assumption: employee only about $262,661 at 4% or $175,107 at 6%; with 50% employer match about $175,107 at 4% or $116,738 at 6%; with 100% employer match about $131,331 at 4% or $87,554 at 6%. |
| Yorktown Health 401(K) Plan | - | 9 | $531,027 | $94,558 | $10,506iApproximate average salary by contribution assumption: employee only about $262,661 at 4% or $175,107 at 6%; with 50% employer match about $175,107 at 4% or $116,738 at 6%; with 100% employer match about $131,331 at 4% or $87,554 at 6%. |
| 2020 | 2 | 11 | $518,563 | $348,578 | $31,689iApproximate average salary by contribution assumption: employee only about $792,223 at 4% or $528,148 at 6%; with 50% employer match about $528,148 at 4% or $352,099 at 6%; with 100% employer match about $396,111 at 4% or $264,074 at 6%. |
| Yorktown Health 401(K) Plan | - | 11 | $518,563 | $141,789 | $12,890iApproximate average salary by contribution assumption: employee only about $322,248 at 4% or $214,832 at 6%; with 50% employer match about $214,832 at 4% or $143,221 at 6%; with 100% employer match about $161,124 at 4% or $107,416 at 6%. |
| ANDREW A. ROTH, M.D., S.C. CASH BALANCE PLAN | - | 0 | $0 | $206,789 | - |
| 2019 | 2 | 14 | $1,882,650 | $320,033 | $22,860iApproximate average salary by contribution assumption: employee only about $571,488 at 4% or $380,992 at 6%; with 50% employer match about $380,992 at 4% or $253,994 at 6%; with 100% employer match about $285,744 at 4% or $190,496 at 6%. |
| Yorktown Health 401(K) Plan | - | 12 | $949,729 | $120,033 | $10,003iApproximate average salary by contribution assumption: employee only about $250,069 at 4% or $166,713 at 6%; with 50% employer match about $166,713 at 4% or $111,142 at 6%; with 100% employer match about $125,034 at 4% or $83,356 at 6%. |
| ANDREW A. ROTH, M.D., S.C. CASH BALANCE PLAN | - | 14 | $932,921 | $200,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2018 | 2 | 13 | $1,307,645 | $259,226 | $19,940iApproximate average salary by contribution assumption: employee only about $498,512 at 4% or $332,341 at 6%; with 50% employer match about $332,341 at 4% or $221,561 at 6%; with 100% employer match about $249,256 at 4% or $166,171 at 6%. |
| Yorktown Health 401(K) Plan | - | 13 | $673,293 | $124,226 | $9,556iApproximate average salary by contribution assumption: employee only about $238,896 at 4% or $159,264 at 6%; with 50% employer match about $159,264 at 4% or $106,176 at 6%; with 100% employer match about $119,448 at 4% or $79,632 at 6%. |
| ANDREW A. ROTH, M.D., S.C. CASH BALANCE PLAN | - | 12 | $634,352 | $135,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2017 | 2 | 14 | $1,030,259 | $230,995 | $16,500iApproximate average salary by contribution assumption: employee only about $412,491 at 4% or $274,994 at 6%; with 50% employer match about $274,994 at 4% or $183,329 at 6%; with 100% employer match about $206,246 at 4% or $137,497 at 6%. |
| Yorktown Health 401(K) Plan | - | 14 | $596,268 | $140,995 | $10,071iApproximate average salary by contribution assumption: employee only about $251,777 at 4% or $167,851 at 6%; with 50% employer match about $167,851 at 4% or $111,901 at 6%; with 100% employer match about $125,888 at 4% or $83,926 at 6%. |
| ANDREW A. ROTH, M.D., S.C. CASH BALANCE PLAN | - | 14 | $433,991 | $90,000 | $6,429iApproximate average salary by contribution assumption: employee only about $160,714 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,357 at 4% or $53,571 at 6%. |
| 2016 | 2 | 13 | $718,439 | $281,834 | $21,680iApproximate average salary by contribution assumption: employee only about $541,988 at 4% or $361,326 at 6%; with 50% employer match about $361,326 at 4% or $240,884 at 6%; with 100% employer match about $270,994 at 4% or $180,663 at 6%. |
| Yorktown Health 401(K) Plan | - | 13 | $406,273 | $185,834 | $14,295iApproximate average salary by contribution assumption: employee only about $357,373 at 4% or $238,249 at 6%; with 50% employer match about $238,249 at 4% or $158,832 at 6%; with 100% employer match about $178,687 at 4% or $119,124 at 6%. |
| ANDREW A. ROTH, M.D., S.C. CASH BALANCE PLAN | - | 13 | $312,166 | $96,000 | $7,385iApproximate average salary by contribution assumption: employee only about $184,615 at 4% or $123,077 at 6%; with 50% employer match about $123,077 at 4% or $82,051 at 6%; with 100% employer match about $92,308 at 4% or $61,538 at 6%. |
| 2015 | 2 | 14 | $412,548 | $217,628 | $15,545iApproximate average salary by contribution assumption: employee only about $388,621 at 4% or $259,081 at 6%; with 50% employer match about $259,081 at 4% or $172,721 at 6%; with 100% employer match about $194,311 at 4% or $129,540 at 6%. |
| Yorktown Health 401(K) Plan | - | 14 | $208,152 | $113,628 | $8,116iApproximate average salary by contribution assumption: employee only about $202,907 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,181 at 6%; with 100% employer match about $101,454 at 4% or $67,636 at 6%. |
| ANDREW A. ROTH, M.D., S.C. CASH BALANCE PLAN | - | 13 | $204,396 | $104,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2014 | 2 | 16 | $198,640 | $198,656 | $12,416iApproximate average salary by contribution assumption: employee only about $310,400 at 4% or $206,933 at 6%; with 50% employer match about $206,933 at 4% or $137,956 at 6%; with 100% employer match about $155,200 at 4% or $103,467 at 6%. |
| ANDREW A. ROTH, M.D., S.C. CASH BALANCE PLAN | - | 13 | $100,393 | $100,393 | $7,723iApproximate average salary by contribution assumption: employee only about $193,063 at 4% or $128,709 at 6%; with 50% employer match about $128,709 at 4% or $85,806 at 6%; with 100% employer match about $96,532 at 4% or $64,354 at 6%. |
| Yorktown Health 401(K) Plan | - | 16 | $98,247 | $98,263 | $6,141iApproximate average salary by contribution assumption: employee only about $153,536 at 4% or $102,357 at 6%; with 50% employer match about $102,357 at 4% or $68,238 at 6%; with 100% employer match about $76,768 at 4% or $51,179 at 6%. |
| 2013 | 2 | 0 | $0 | $71,704 | - |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | - | - |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 0 | $0 | $71,704 | - |
| 2012 | 2 | 18 | $3,921,621 | $425,985 | $23,666iApproximate average salary by contribution assumption: employee only about $591,646 at 4% or $394,431 at 6%; with 50% employer match about $394,431 at 4% or $262,954 at 6%; with 100% employer match about $295,823 at 4% or $197,215 at 6%. |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 16 | $2,870,297 | $285,881 | $17,868iApproximate average salary by contribution assumption: employee only about $446,689 at 4% or $297,793 at 6%; with 50% employer match about $297,793 at 4% or $198,528 at 6%; with 100% employer match about $223,345 at 4% or $148,896 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 18 | $1,051,324 | $140,104 | $7,784iApproximate average salary by contribution assumption: employee only about $194,589 at 4% or $129,726 at 6%; with 50% employer match about $129,726 at 4% or $86,484 at 6%; with 100% employer match about $97,294 at 4% or $64,863 at 6%. |
| 2011 | 2 | 17 | $4,954,560 | $824,068 | $48,475iApproximate average salary by contribution assumption: employee only about $1,211,865 at 4% or $807,910 at 6%; with 50% employer match about $807,910 at 4% or $538,607 at 6%; with 100% employer match about $605,932 at 4% or $403,955 at 6%. |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 15 | $2,557,537 | $691,500 | $46,100iApproximate average salary by contribution assumption: employee only about $1,152,500 at 4% or $768,333 at 6%; with 50% employer match about $768,333 at 4% or $512,222 at 6%; with 100% employer match about $576,250 at 4% or $384,167 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 17 | $2,397,023 | $132,568 | $7,798iApproximate average salary by contribution assumption: employee only about $194,953 at 4% or $129,969 at 6%; with 50% employer match about $129,969 at 4% or $86,646 at 6%; with 100% employer match about $97,476 at 4% or $64,984 at 6%. |
| 2010 | 2 | 17 | $4,396,452 | $551,786 | $32,458iApproximate average salary by contribution assumption: employee only about $811,450 at 4% or $540,967 at 6%; with 50% employer match about $540,967 at 4% or $360,644 at 6%; with 100% employer match about $405,725 at 4% or $270,483 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 17 | $2,528,799 | $131,484 | $7,734iApproximate average salary by contribution assumption: employee only about $193,359 at 4% or $128,906 at 6%; with 50% employer match about $128,906 at 4% or $85,937 at 6%; with 100% employer match about $96,679 at 4% or $64,453 at 6%. |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 15 | $1,867,653 | $420,302 | $28,020iApproximate average salary by contribution assumption: employee only about $700,503 at 4% or $467,002 at 6%; with 50% employer match about $467,002 at 4% or $311,335 at 6%; with 100% employer match about $350,252 at 4% or $233,501 at 6%. |
| 2009 | 2 | 19 | $3,579,170 | $719,049 | $37,845iApproximate average salary by contribution assumption: employee only about $946,117 at 4% or $630,745 at 6%; with 50% employer match about $630,745 at 4% or $420,496 at 6%; with 100% employer match about $473,059 at 4% or $315,372 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 19 | $2,144,446 | $96,104 | $5,058iApproximate average salary by contribution assumption: employee only about $126,453 at 4% or $84,302 at 6%; with 50% employer match about $84,302 at 4% or $56,201 at 6%; with 100% employer match about $63,226 at 4% or $42,151 at 6%. |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 17 | $1,434,724 | $622,945 | $36,644iApproximate average salary by contribution assumption: employee only about $916,096 at 4% or $610,730 at 6%; with 50% employer match about $610,730 at 4% or $407,154 at 6%; with 100% employer match about $458,048 at 4% or $305,365 at 6%. |
| 2008 | 2 | 16 | $2,350,629 | $271,604 | $16,975iApproximate average salary by contribution assumption: employee only about $424,381 at 4% or $282,921 at 6%; with 50% employer match about $282,921 at 4% or $188,614 at 6%; with 100% employer match about $212,191 at 4% or $141,460 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 16 | $1,554,433 | $159,628 | $9,977iApproximate average salary by contribution assumption: employee only about $249,419 at 4% or $166,279 at 6%; with 50% employer match about $166,279 at 4% or $110,853 at 6%; with 100% employer match about $124,709 at 4% or $83,140 at 6%. |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 14 | $796,196 | $111,976 | $7,998iApproximate average salary by contribution assumption: employee only about $199,957 at 4% or $133,305 at 6%; with 50% employer match about $133,305 at 4% or $88,870 at 6%; with 100% employer match about $99,979 at 4% or $66,652 at 6%. |
| 2007 | 2 | 17 | $0 | $0 | - |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 15 | - | - | - |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 17 | - | - | - |
| 2006 | 2 | 16 | $2,707,940 | $215,250 | $13,453iApproximate average salary by contribution assumption: employee only about $336,328 at 4% or $224,219 at 6%; with 50% employer match about $224,219 at 4% or $149,479 at 6%; with 100% employer match about $168,164 at 4% or $112,109 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 16 | $2,070,817 | $75,250 | $4,703iApproximate average salary by contribution assumption: employee only about $117,578 at 4% or $78,385 at 6%; with 50% employer match about $78,385 at 4% or $52,257 at 6%; with 100% employer match about $58,789 at 4% or $39,193 at 6%. |
| ROTH & ZUCKER, M.D., S.C. DEFINED BENEFIT PENSION PLAN | - | 16 | $637,123 | $140,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2005 | 2 | 16 | $2,111,261 | $250,352 | $15,647iApproximate average salary by contribution assumption: employee only about $391,175 at 4% or $260,783 at 6%; with 50% employer match about $260,783 at 4% or $173,856 at 6%; with 100% employer match about $195,588 at 4% or $130,392 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 16 | $1,691,443 | $64,441 | $4,028iApproximate average salary by contribution assumption: employee only about $100,689 at 4% or $67,126 at 6%; with 50% employer match about $67,126 at 4% or $44,751 at 6%; with 100% employer match about $50,345 at 4% or $33,563 at 6%. |
| ROTH & ZUCKER, M.D.S.C. DEFINED BENEFIT PENSION PLAN | - | 6 | $419,818 | $185,911 | $30,985iApproximate average salary by contribution assumption: employee only about $774,629 at 4% or $516,419 at 6%; with 50% employer match about $516,419 at 4% or $344,280 at 6%; with 100% employer match about $387,315 at 4% or $258,210 at 6%. |
| 2004 | 2 | 14 | $1,832,177 | $283,428 | $20,245iApproximate average salary by contribution assumption: employee only about $506,121 at 4% or $337,414 at 6%; with 50% employer match about $337,414 at 4% or $224,943 at 6%; with 100% employer match about $253,061 at 4% or $168,707 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 14 | $1,620,974 | $72,225 | $5,159iApproximate average salary by contribution assumption: employee only about $128,973 at 4% or $85,982 at 6%; with 50% employer match about $85,982 at 4% or $57,321 at 6%; with 100% employer match about $64,487 at 4% or $42,991 at 6%. |
| ROTH & ZUCKER, M.D.S.C. DEFINED BENEFIT PENSION PLAN | - | 6 | $211,203 | $211,203 | $35,201iApproximate average salary by contribution assumption: employee only about $880,013 at 4% or $586,675 at 6%; with 50% employer match about $586,675 at 4% or $391,117 at 6%; with 100% employer match about $440,006 at 4% or $293,338 at 6%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Yorktown Health 401(K) Plan | - | 0 | - | - | - |
| 2002 | 2 | 14 | $731,950 | $124,250 | $8,875iApproximate average salary by contribution assumption: employee only about $221,875 at 4% or $147,917 at 6%; with 50% employer match about $147,917 at 4% or $98,611 at 6%; with 100% employer match about $110,938 at 4% or $73,958 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 14 | $525,630 | $90,657 | $6,476iApproximate average salary by contribution assumption: employee only about $161,888 at 4% or $107,925 at 6%; with 50% employer match about $107,925 at 4% or $71,950 at 6%; with 100% employer match about $80,944 at 4% or $53,963 at 6%. |
| Yorktown Health 401(K) Plan | - | 14 | $206,320 | $33,593 | $2,400iApproximate average salary by contribution assumption: employee only about $59,988 at 4% or $39,992 at 6%; with 50% employer match about $39,992 at 4% or $26,661 at 6%; with 100% employer match about $29,994 at 4% or $19,996 at 6%. |
| 2001 | 2 | 12 | $4,806,317 | $105,535 | $8,795iApproximate average salary by contribution assumption: employee only about $219,865 at 4% or $146,576 at 6%; with 50% employer match about $146,576 at 4% or $97,718 at 6%; with 100% employer match about $109,932 at 4% or $73,288 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 12 | $4,507,473 | $78,033 | $6,503iApproximate average salary by contribution assumption: employee only about $162,569 at 4% or $108,379 at 6%; with 50% employer match about $108,379 at 4% or $72,253 at 6%; with 100% employer match about $81,284 at 4% or $54,190 at 6%. |
| Yorktown Health 401(K) Plan | - | 0 | $298,844 | $27,502 | - |
| 2000 | 2 | 12 | $4,641,900 | $120,121 | $10,010iApproximate average salary by contribution assumption: employee only about $250,252 at 4% or $166,835 at 6%; with 50% employer match about $166,835 at 4% or $111,223 at 6%; with 100% employer match about $125,126 at 4% or $83,417 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 12 | $4,335,115 | $83,556 | $6,963iApproximate average salary by contribution assumption: employee only about $174,075 at 4% or $116,050 at 6%; with 50% employer match about $116,050 at 4% or $77,367 at 6%; with 100% employer match about $87,038 at 4% or $58,025 at 6%. |
| Yorktown Health 401(K) Plan | - | 12 | $306,785 | $36,565 | $3,047iApproximate average salary by contribution assumption: employee only about $76,177 at 4% or $50,785 at 6%; with 50% employer match about $50,785 at 4% or $33,856 at 6%; with 100% employer match about $38,089 at 4% or $25,392 at 6%. |
| 1999 | 2 | 13 | $4,222,394 | $116,449 | $8,958iApproximate average salary by contribution assumption: employee only about $223,940 at 4% or $149,294 at 6%; with 50% employer match about $149,294 at 4% or $99,529 at 6%; with 100% employer match about $111,970 at 4% or $74,647 at 6%. |
| Roth & Zucker, M.D., S.C. Profit Sharing Plan | - | 13 | $3,991,174 | $83,288 | $6,407iApproximate average salary by contribution assumption: employee only about $160,169 at 4% or $106,779 at 6%; with 50% employer match about $106,779 at 4% or $71,186 at 6%; with 100% employer match about $80,085 at 4% or $53,390 at 6%. |
| Yorktown Health 401(K) Plan | - | 13 | $231,220 | $33,161 | $2,551iApproximate average salary by contribution assumption: employee only about $63,771 at 4% or $42,514 at 6%; with 50% employer match about $42,514 at 4% or $28,343 at 6%; with 100% employer match about $31,886 at 4% or $21,257 at 6%. |