Civic Intelligence

Roake and Associates, Inc

Plan context: Roake and Associates Inc Profit Sharing Plan

EIN 36-3462257 • 12 filings • 5 plans

Current Snapshot

Latest Year

2012

2012 Participants

9

2012 Assets

$1,399,470

2012 Contributions

$107,661

Historical Graphs

Total Assets Over Time

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

$3,039,816$1,519,908$0200020072011YearValue
$1,399,470Latest year 2011

Participants Over Time

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

19100200120072011YearValue
9Latest year 2011

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
201210$0$0-
Roake and Associates Inc Profit Sharing Plan-----
201119$1,399,470$0-
Roake and Associates Inc Profit Sharing Plan-9$1,399,470--
201019$1,366,062$0-
Roake and Associates Inc Profit Sharing Plan-9$1,366,062--
200919$2,445,453$0-
Roake and Associates Inc Profit Sharing Plan-9$2,445,453--
2008116$2,351,829$0-
Roake and Associates Inc Profit Sharing Plan-16$2,351,829--
2007115$3,039,816$0-
Roake and Associates Inc Profit Sharing Plan-15$3,039,816--
2006117$2,839,033$107,661$6,333iApproximate average salary by contribution assumption: employee only about $158,325 at 4% or $105,550 at 6%; with 50% employer match about $105,550 at 4% or $70,367 at 6%; with 100% employer match about $79,163 at 4% or $52,775 at 6%.
Roake and Associates Inc Profit Sharing Plan-17$2,839,033$107,661$6,333iApproximate average salary by contribution assumption: employee only about $158,325 at 4% or $105,550 at 6%; with 50% employer match about $105,550 at 4% or $70,367 at 6%; with 100% employer match about $79,163 at 4% or $52,775 at 6%.
2004116$2,241,183$166,149$10,384iApproximate average salary by contribution assumption: employee only about $259,608 at 4% or $173,072 at 6%; with 50% employer match about $173,072 at 4% or $115,381 at 6%; with 100% employer match about $129,804 at 4% or $86,536 at 6%.
Roake and Associates Inc Profit Sharing Plan-16$2,241,183$166,149$10,384iApproximate average salary by contribution assumption: employee only about $259,608 at 4% or $173,072 at 6%; with 50% employer match about $173,072 at 4% or $115,381 at 6%; with 100% employer match about $129,804 at 4% or $86,536 at 6%.
2003115$1,946,576$170,234$11,349iApproximate average salary by contribution assumption: employee only about $283,723 at 4% or $189,149 at 6%; with 50% employer match about $189,149 at 4% or $126,099 at 6%; with 100% employer match about $141,862 at 4% or $94,574 at 6%.
Roake and Associates Inc Profit Sharing Plan-15$1,946,576$170,234$11,349iApproximate average salary by contribution assumption: employee only about $283,723 at 4% or $189,149 at 6%; with 50% employer match about $189,149 at 4% or $126,099 at 6%; with 100% employer match about $141,862 at 4% or $94,574 at 6%.
2002115$0$0-
Roake and Associates Inc Profit Sharing Plan-15---
2001119$1,603,179$177,160$9,324iApproximate average salary by contribution assumption: employee only about $233,105 at 4% or $155,404 at 6%; with 50% employer match about $155,404 at 4% or $103,602 at 6%; with 100% employer match about $116,553 at 4% or $77,702 at 6%.
Roake and Associates Inc Profit Sharing Plan-19$1,603,179$177,160$9,324iApproximate average salary by contribution assumption: employee only about $233,105 at 4% or $155,404 at 6%; with 50% employer match about $155,404 at 4% or $103,602 at 6%; with 100% employer match about $116,553 at 4% or $77,702 at 6%.
200010$1,510,578$170,733-
Roake and Associates Inc Profit Sharing Plan-0$1,510,578$170,733-