Ericksen, Roed & Associates Inc.
Plan context: Ericksen, Roed and Associates Inc. Salary Savings Plan
EIN 41-1511226 • St. Paul, MN • 38 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
87
2024 Assets
$23,735,814
2024 Contributions
$1,249,929
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 | 2 | 87 | $23,735,814 | $1,249,929 | $14,367iApproximate average salary by contribution assumption: employee only about $359,175 at 4% or $239,450 at 6%; with 50% employer match about $239,450 at 4% or $159,633 at 6%; with 100% employer match about $179,588 at 4% or $119,725 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 87 | $19,816,899 | $1,053,507 | $12,109iApproximate average salary by contribution assumption: employee only about $302,732 at 4% or $201,821 at 6%; with 50% employer match about $201,821 at 4% or $134,548 at 6%; with 100% employer match about $151,366 at 4% or $100,911 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 81 | $3,918,915 | $196,422 | $2,425iApproximate average salary by contribution assumption: employee only about $60,624 at 4% or $40,416 at 6%; with 50% employer match about $40,416 at 4% or $26,944 at 6%; with 100% employer match about $30,312 at 4% or $20,208 at 6%. |
| 2023 | 2 | 96 | $26,198,083 | $1,696,231 | $17,669iApproximate average salary by contribution assumption: employee only about $441,727 at 4% or $294,485 at 6%; with 50% employer match about $294,485 at 4% or $196,323 at 6%; with 100% employer match about $220,863 at 4% or $147,242 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 79 | $17,707,000 | $1,446,231 | $18,307iApproximate average salary by contribution assumption: employee only about $457,668 at 4% or $305,112 at 6%; with 50% employer match about $305,112 at 4% or $203,408 at 6%; with 100% employer match about $228,834 at 4% or $152,556 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 96 | $8,491,083 | $250,000 | $2,604iApproximate average salary by contribution assumption: employee only about $65,104 at 4% or $43,403 at 6%; with 50% employer match about $43,403 at 4% or $28,935 at 6%; with 100% employer match about $32,552 at 4% or $21,701 at 6%. |
| 2022 | 2 | 112 | $22,896,519 | $1,577,881 | $14,088iApproximate average salary by contribution assumption: employee only about $352,206 at 4% or $234,804 at 6%; with 50% employer match about $234,804 at 4% or $156,536 at 6%; with 100% employer match about $176,103 at 4% or $117,402 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 112 | $15,387,072 | $1,327,881 | $11,856iApproximate average salary by contribution assumption: employee only about $296,402 at 4% or $197,601 at 6%; with 50% employer match about $197,601 at 4% or $131,734 at 6%; with 100% employer match about $148,201 at 4% or $98,801 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 86 | $7,509,447 | $250,000 | $2,907iApproximate average salary by contribution assumption: employee only about $72,674 at 4% or $48,450 at 6%; with 50% employer match about $48,450 at 4% or $32,300 at 6%; with 100% employer match about $36,337 at 4% or $24,225 at 6%. |
| 2021 | 2 | 97 | $25,775,044 | $2,830,211 | $29,177iApproximate average salary by contribution assumption: employee only about $729,436 at 4% or $486,291 at 6%; with 50% employer match about $486,291 at 4% or $324,194 at 6%; with 100% employer match about $364,718 at 4% or $243,145 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 97 | $17,608,713 | $1,754,898 | $18,092iApproximate average salary by contribution assumption: employee only about $452,293 at 4% or $301,529 at 6%; with 50% employer match about $301,529 at 4% or $201,019 at 6%; with 100% employer match about $226,147 at 4% or $150,764 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 87 | $8,166,331 | $1,075,313 | $12,360iApproximate average salary by contribution assumption: employee only about $308,998 at 4% or $205,999 at 6%; with 50% employer match about $205,999 at 4% or $137,332 at 6%; with 100% employer match about $154,499 at 4% or $102,999 at 6%. |
| 2020 | 2 | 101 | $21,573,816 | $2,684,075 | $26,575iApproximate average salary by contribution assumption: employee only about $664,375 at 4% or $442,917 at 6%; with 50% employer match about $442,917 at 4% or $295,278 at 6%; with 100% employer match about $332,188 at 4% or $221,458 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 101 | $14,748,168 | $1,548,716 | $15,334iApproximate average salary by contribution assumption: employee only about $383,346 at 4% or $255,564 at 6%; with 50% employer match about $255,564 at 4% or $170,376 at 6%; with 100% employer match about $191,673 at 4% or $127,782 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 82 | $6,825,648 | $1,135,359 | $13,846iApproximate average salary by contribution assumption: employee only about $346,146 at 4% or $230,764 at 6%; with 50% employer match about $230,764 at 4% or $153,843 at 6%; with 100% employer match about $173,073 at 4% or $115,382 at 6%. |
| 2019 | 2 | 90 | $18,866,954 | $1,670,285 | $18,559iApproximate average salary by contribution assumption: employee only about $463,968 at 4% or $309,312 at 6%; with 50% employer match about $309,312 at 4% or $206,208 at 6%; with 100% employer match about $231,984 at 4% or $154,656 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 90 | $13,555,185 | $994,430 | $11,049iApproximate average salary by contribution assumption: employee only about $276,231 at 4% or $184,154 at 6%; with 50% employer match about $184,154 at 4% or $122,769 at 6%; with 100% employer match about $138,115 at 4% or $92,077 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 78 | $5,311,769 | $675,855 | $8,665iApproximate average salary by contribution assumption: employee only about $216,620 at 4% or $144,413 at 6%; with 50% employer match about $144,413 at 4% or $96,276 at 6%; with 100% employer match about $108,310 at 4% or $72,207 at 6%. |
| 2018 | 2 | 83 | $15,195,572 | $1,496,718 | $18,033iApproximate average salary by contribution assumption: employee only about $450,819 at 4% or $300,546 at 6%; with 50% employer match about $300,546 at 4% or $200,364 at 6%; with 100% employer match about $225,409 at 4% or $150,273 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 83 | $11,034,144 | $871,718 | $10,503iApproximate average salary by contribution assumption: employee only about $262,566 at 4% or $175,044 at 6%; with 50% employer match about $175,044 at 4% or $116,696 at 6%; with 100% employer match about $131,283 at 4% or $87,522 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 64 | $4,161,428 | $625,000 | $9,766iApproximate average salary by contribution assumption: employee only about $244,141 at 4% or $162,760 at 6%; with 50% employer match about $162,760 at 4% or $108,507 at 6%; with 100% employer match about $122,070 at 4% or $81,380 at 6%. |
| 2017 | 2 | 76 | $15,692,609 | $1,689,969 | $22,236iApproximate average salary by contribution assumption: employee only about $555,911 at 4% or $370,607 at 6%; with 50% employer match about $370,607 at 4% or $247,071 at 6%; with 100% employer match about $277,955 at 4% or $185,304 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 76 | $12,029,245 | $838,969 | $11,039iApproximate average salary by contribution assumption: employee only about $275,977 at 4% or $183,984 at 6%; with 50% employer match about $183,984 at 4% or $122,656 at 6%; with 100% employer match about $137,988 at 4% or $91,992 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 66 | $3,663,364 | $851,000 | $12,894iApproximate average salary by contribution assumption: employee only about $322,348 at 4% or $214,899 at 6%; with 50% employer match about $214,899 at 4% or $143,266 at 6%; with 100% employer match about $161,174 at 4% or $107,449 at 6%. |
| 2016 | 2 | 74 | $12,247,614 | $1,621,326 | $21,910iApproximate average salary by contribution assumption: employee only about $547,745 at 4% or $365,164 at 6%; with 50% employer match about $365,164 at 4% or $243,442 at 6%; with 100% employer match about $273,873 at 4% or $182,582 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 74 | $9,577,551 | $682,680 | $9,225iApproximate average salary by contribution assumption: employee only about $230,635 at 4% or $153,757 at 6%; with 50% employer match about $153,757 at 4% or $102,505 at 6%; with 100% employer match about $115,318 at 4% or $76,878 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 61 | $2,670,063 | $938,646 | $15,388iApproximate average salary by contribution assumption: employee only about $384,691 at 4% or $256,461 at 6%; with 50% employer match about $256,461 at 4% or $170,974 at 6%; with 100% employer match about $192,345 at 4% or $128,230 at 6%. |
| 2015 | 2 | 66 | $10,523,967 | $1,312,897 | $19,892iApproximate average salary by contribution assumption: employee only about $497,309 at 4% or $331,540 at 6%; with 50% employer match about $331,540 at 4% or $221,026 at 6%; with 100% employer match about $248,655 at 4% or $165,770 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 66 | $8,781,840 | $698,621 | $10,585iApproximate average salary by contribution assumption: employee only about $264,629 at 4% or $176,419 at 6%; with 50% employer match about $176,419 at 4% or $117,613 at 6%; with 100% employer match about $132,315 at 4% or $88,210 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 58 | $1,742,127 | $614,276 | $10,591iApproximate average salary by contribution assumption: employee only about $264,774 at 4% or $176,516 at 6%; with 50% employer match about $176,516 at 4% or $117,677 at 6%; with 100% employer match about $132,387 at 4% or $88,258 at 6%. |
| 2014 | 2 | 66 | $9,406,854 | $1,455,917 | $22,059iApproximate average salary by contribution assumption: employee only about $551,484 at 4% or $367,656 at 6%; with 50% employer match about $367,656 at 4% or $245,104 at 6%; with 100% employer match about $275,742 at 4% or $183,828 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 66 | $8,248,178 | $867,546 | $13,145iApproximate average salary by contribution assumption: employee only about $328,616 at 4% or $219,077 at 6%; with 50% employer match about $219,077 at 4% or $146,052 at 6%; with 100% employer match about $164,308 at 4% or $109,539 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 54 | $1,158,676 | $588,371 | $10,896iApproximate average salary by contribution assumption: employee only about $272,394 at 4% or $181,596 at 6%; with 50% employer match about $181,596 at 4% or $121,064 at 6%; with 100% employer match about $136,197 at 4% or $90,798 at 6%. |
| 2013 | 2 | 60 | $7,452,005 | $1,015,908 | $16,932iApproximate average salary by contribution assumption: employee only about $423,295 at 4% or $282,197 at 6%; with 50% employer match about $282,197 at 4% or $188,131 at 6%; with 100% employer match about $211,648 at 4% or $141,098 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 60 | $6,890,838 | $454,741 | $7,579iApproximate average salary by contribution assumption: employee only about $189,475 at 4% or $126,317 at 6%; with 50% employer match about $126,317 at 4% or $84,211 at 6%; with 100% employer match about $94,738 at 4% or $63,158 at 6%. |
| Ericksen, Roed & Associates Inc. Cash Balance Plan | - | 49 | $561,167 | $561,167 | $11,452iApproximate average salary by contribution assumption: employee only about $286,310 at 4% or $190,873 at 6%; with 50% employer match about $190,873 at 4% or $127,249 at 6%; with 100% employer match about $143,155 at 4% or $95,437 at 6%. |
| 2012 | 1 | 51 | $5,580,561 | $383,773 | $7,525iApproximate average salary by contribution assumption: employee only about $188,124 at 4% or $125,416 at 6%; with 50% employer match about $125,416 at 4% or $83,611 at 6%; with 100% employer match about $94,062 at 4% or $62,708 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 51 | $5,580,561 | $383,773 | $7,525iApproximate average salary by contribution assumption: employee only about $188,124 at 4% or $125,416 at 6%; with 50% employer match about $125,416 at 4% or $83,611 at 6%; with 100% employer match about $94,062 at 4% or $62,708 at 6%. |
| 2011 | 1 | 52 | $4,927,210 | $366,547 | $7,049iApproximate average salary by contribution assumption: employee only about $176,225 at 4% or $117,483 at 6%; with 50% employer match about $117,483 at 4% or $78,322 at 6%; with 100% employer match about $88,112 at 4% or $58,742 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 52 | $4,927,210 | $366,547 | $7,049iApproximate average salary by contribution assumption: employee only about $176,225 at 4% or $117,483 at 6%; with 50% employer match about $117,483 at 4% or $78,322 at 6%; with 100% employer match about $88,112 at 4% or $58,742 at 6%. |
| 2010 | 1 | 49 | $5,449,493 | $286,231 | $5,841iApproximate average salary by contribution assumption: employee only about $146,036 at 4% or $97,357 at 6%; with 50% employer match about $97,357 at 4% or $64,905 at 6%; with 100% employer match about $73,018 at 4% or $48,679 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 49 | $5,449,493 | $286,231 | $5,841iApproximate average salary by contribution assumption: employee only about $146,036 at 4% or $97,357 at 6%; with 50% employer match about $97,357 at 4% or $64,905 at 6%; with 100% employer match about $73,018 at 4% or $48,679 at 6%. |
| 2009 | 1 | 54 | $4,548,005 | $317,976 | $5,888iApproximate average salary by contribution assumption: employee only about $147,211 at 4% or $98,141 at 6%; with 50% employer match about $98,141 at 4% or $65,427 at 6%; with 100% employer match about $73,606 at 4% or $49,070 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 54 | $4,548,005 | $317,976 | $5,888iApproximate average salary by contribution assumption: employee only about $147,211 at 4% or $98,141 at 6%; with 50% employer match about $98,141 at 4% or $65,427 at 6%; with 100% employer match about $73,606 at 4% or $49,070 at 6%. |
| 2008 | 1 | 56 | $4,014,401 | $641,395 | $11,453iApproximate average salary by contribution assumption: employee only about $286,337 at 4% or $190,891 at 6%; with 50% employer match about $190,891 at 4% or $127,261 at 6%; with 100% employer match about $143,169 at 4% or $95,446 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 56 | $4,014,401 | $641,395 | $11,453iApproximate average salary by contribution assumption: employee only about $286,337 at 4% or $190,891 at 6%; with 50% employer match about $190,891 at 4% or $127,261 at 6%; with 100% employer match about $143,169 at 4% or $95,446 at 6%. |
| 2007 | 1 | 60 | $5,221,086 | $752,385 | $12,540iApproximate average salary by contribution assumption: employee only about $313,494 at 4% or $208,996 at 6%; with 50% employer match about $208,996 at 4% or $139,331 at 6%; with 100% employer match about $156,747 at 4% or $104,498 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 60 | $5,221,086 | $752,385 | $12,540iApproximate average salary by contribution assumption: employee only about $313,494 at 4% or $208,996 at 6%; with 50% employer match about $208,996 at 4% or $139,331 at 6%; with 100% employer match about $156,747 at 4% or $104,498 at 6%. |
| 2006 | 1 | 56 | $4,247,043 | $582,748 | $10,406iApproximate average salary by contribution assumption: employee only about $260,155 at 4% or $173,437 at 6%; with 50% employer match about $173,437 at 4% or $115,625 at 6%; with 100% employer match about $130,078 at 4% or $86,718 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 56 | $4,247,043 | $582,748 | $10,406iApproximate average salary by contribution assumption: employee only about $260,155 at 4% or $173,437 at 6%; with 50% employer match about $173,437 at 4% or $115,625 at 6%; with 100% employer match about $130,078 at 4% or $86,718 at 6%. |
| 2005 | 1 | 42 | $3,245,225 | $491,743 | $11,708iApproximate average salary by contribution assumption: employee only about $292,704 at 4% or $195,136 at 6%; with 50% employer match about $195,136 at 4% or $130,091 at 6%; with 100% employer match about $146,352 at 4% or $97,568 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 42 | $3,245,225 | $491,743 | $11,708iApproximate average salary by contribution assumption: employee only about $292,704 at 4% or $195,136 at 6%; with 50% employer match about $195,136 at 4% or $130,091 at 6%; with 100% employer match about $146,352 at 4% or $97,568 at 6%. |
| 2004 | 1 | 36 | $3,080,534 | $406,225 | $11,284iApproximate average salary by contribution assumption: employee only about $282,101 at 4% or $188,067 at 6%; with 50% employer match about $188,067 at 4% or $125,378 at 6%; with 100% employer match about $141,050 at 4% or $94,034 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 36 | $3,080,534 | $406,225 | $11,284iApproximate average salary by contribution assumption: employee only about $282,101 at 4% or $188,067 at 6%; with 50% employer match about $188,067 at 4% or $125,378 at 6%; with 100% employer match about $141,050 at 4% or $94,034 at 6%. |
| 2003 | 1 | 32 | $2,554,913 | $327,653 | $10,239iApproximate average salary by contribution assumption: employee only about $255,979 at 4% or $170,653 at 6%; with 50% employer match about $170,653 at 4% or $113,768 at 6%; with 100% employer match about $127,989 at 4% or $85,326 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 32 | $2,554,913 | $327,653 | $10,239iApproximate average salary by contribution assumption: employee only about $255,979 at 4% or $170,653 at 6%; with 50% employer match about $170,653 at 4% or $113,768 at 6%; with 100% employer match about $127,989 at 4% or $85,326 at 6%. |
| 2002 | 1 | 28 | $1,716,114 | $309,306 | $11,047iApproximate average salary by contribution assumption: employee only about $276,166 at 4% or $184,111 at 6%; with 50% employer match about $184,111 at 4% or $122,740 at 6%; with 100% employer match about $138,083 at 4% or $92,055 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 28 | $1,716,114 | $309,306 | $11,047iApproximate average salary by contribution assumption: employee only about $276,166 at 4% or $184,111 at 6%; with 50% employer match about $184,111 at 4% or $122,740 at 6%; with 100% employer match about $138,083 at 4% or $92,055 at 6%. |
| 2001 | 1 | 28 | $1,729,181 | $293,591 | $10,485iApproximate average salary by contribution assumption: employee only about $262,135 at 4% or $174,757 at 6%; with 50% employer match about $174,757 at 4% or $116,504 at 6%; with 100% employer match about $131,067 at 4% or $87,378 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 28 | $1,729,181 | $293,591 | $10,485iApproximate average salary by contribution assumption: employee only about $262,135 at 4% or $174,757 at 6%; with 50% employer match about $174,757 at 4% or $116,504 at 6%; with 100% employer match about $131,067 at 4% or $87,378 at 6%. |
| 2000 | 1 | 27 | $1,721,089 | $235,647 | $8,728iApproximate average salary by contribution assumption: employee only about $218,192 at 4% or $145,461 at 6%; with 50% employer match about $145,461 at 4% or $96,974 at 6%; with 100% employer match about $109,096 at 4% or $72,731 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 27 | $1,721,089 | $235,647 | $8,728iApproximate average salary by contribution assumption: employee only about $218,192 at 4% or $145,461 at 6%; with 50% employer match about $145,461 at 4% or $96,974 at 6%; with 100% employer match about $109,096 at 4% or $72,731 at 6%. |
| 1999 | 1 | 25 | $1,817,889 | $220,813 | $8,833iApproximate average salary by contribution assumption: employee only about $220,813 at 4% or $147,209 at 6%; with 50% employer match about $147,209 at 4% or $98,139 at 6%; with 100% employer match about $110,407 at 4% or $73,604 at 6%. |
| Ericksen, Roed and Associates Inc. Salary Savings Plan | - | 25 | $1,817,889 | $220,813 | $8,833iApproximate average salary by contribution assumption: employee only about $220,813 at 4% or $147,209 at 6%; with 50% employer match about $147,209 at 4% or $98,139 at 6%; with 100% employer match about $110,407 at 4% or $73,604 at 6%. |