Joseph a. Rotta
Plan context: Rotta Farms Safe Harbor 401(K) Plan
EIN 42-1317993 • Merrill, IA • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,121,424
2024 Contributions
$74,032
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 | 2 | $1,121,424 | $74,032 | $37,016iApproximate average salary by contribution assumption: employee only about $925,400 at 4% or $616,933 at 6%; with 50% employer match about $616,933 at 4% or $411,289 at 6%; with 100% employer match about $462,700 at 4% or $308,467 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $1,121,424 | $74,032 | $37,016iApproximate average salary by contribution assumption: employee only about $925,400 at 4% or $616,933 at 6%; with 50% employer match about $616,933 at 4% or $411,289 at 6%; with 100% employer match about $462,700 at 4% or $308,467 at 6%. |
| 2023 | 1 | 2 | $887,804 | $66,178 | $33,089iApproximate average salary by contribution assumption: employee only about $827,225 at 4% or $551,483 at 6%; with 50% employer match about $551,483 at 4% or $367,656 at 6%; with 100% employer match about $413,613 at 4% or $275,742 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $887,804 | $66,178 | $33,089iApproximate average salary by contribution assumption: employee only about $827,225 at 4% or $551,483 at 6%; with 50% employer match about $551,483 at 4% or $367,656 at 6%; with 100% employer match about $413,613 at 4% or $275,742 at 6%. |
| 2022 | 1 | 2 | $671,618 | $64,578 | $32,289iApproximate average salary by contribution assumption: employee only about $807,225 at 4% or $538,150 at 6%; with 50% employer match about $538,150 at 4% or $358,767 at 6%; with 100% employer match about $403,613 at 4% or $269,075 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $671,618 | $64,578 | $32,289iApproximate average salary by contribution assumption: employee only about $807,225 at 4% or $538,150 at 6%; with 50% employer match about $538,150 at 4% or $358,767 at 6%; with 100% employer match about $403,613 at 4% or $269,075 at 6%. |
| 2021 | 1 | 2 | $761,439 | $64,378 | $32,189iApproximate average salary by contribution assumption: employee only about $804,725 at 4% or $536,483 at 6%; with 50% employer match about $536,483 at 4% or $357,656 at 6%; with 100% employer match about $402,363 at 4% or $268,242 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $761,439 | $64,378 | $32,189iApproximate average salary by contribution assumption: employee only about $804,725 at 4% or $536,483 at 6%; with 50% employer match about $536,483 at 4% or $357,656 at 6%; with 100% employer match about $402,363 at 4% or $268,242 at 6%. |
| 2020 | 1 | 2 | $585,991 | $59,126 | $29,563iApproximate average salary by contribution assumption: employee only about $739,075 at 4% or $492,717 at 6%; with 50% employer match about $492,717 at 4% or $328,478 at 6%; with 100% employer match about $369,538 at 4% or $246,358 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $585,991 | $59,126 | $29,563iApproximate average salary by contribution assumption: employee only about $739,075 at 4% or $492,717 at 6%; with 50% employer match about $492,717 at 4% or $328,478 at 6%; with 100% employer match about $369,538 at 4% or $246,358 at 6%. |
| 2019 | 1 | 2 | $425,627 | $59,491 | $29,746iApproximate average salary by contribution assumption: employee only about $743,638 at 4% or $495,758 at 6%; with 50% employer match about $495,758 at 4% or $330,506 at 6%; with 100% employer match about $371,819 at 4% or $247,879 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $425,627 | $59,491 | $29,746iApproximate average salary by contribution assumption: employee only about $743,638 at 4% or $495,758 at 6%; with 50% employer match about $495,758 at 4% or $330,506 at 6%; with 100% employer match about $371,819 at 4% or $247,879 at 6%. |
| 2018 | 1 | 2 | $287,681 | $47,991 | $23,996iApproximate average salary by contribution assumption: employee only about $599,888 at 4% or $399,925 at 6%; with 50% employer match about $399,925 at 4% or $266,617 at 6%; with 100% employer match about $299,944 at 4% or $199,963 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $287,681 | $47,991 | $23,996iApproximate average salary by contribution assumption: employee only about $599,888 at 4% or $399,925 at 6%; with 50% employer match about $399,925 at 4% or $266,617 at 6%; with 100% employer match about $299,944 at 4% or $199,963 at 6%. |
| 2017 | 1 | 2 | $258,073 | $47,991 | $23,996iApproximate average salary by contribution assumption: employee only about $599,888 at 4% or $399,925 at 6%; with 50% employer match about $399,925 at 4% or $266,617 at 6%; with 100% employer match about $299,944 at 4% or $199,963 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $258,073 | $47,991 | $23,996iApproximate average salary by contribution assumption: employee only about $599,888 at 4% or $399,925 at 6%; with 50% employer match about $399,925 at 4% or $266,617 at 6%; with 100% employer match about $299,944 at 4% or $199,963 at 6%. |
| 2016 | 1 | 2 | $167,957 | $23,991 | $11,996iApproximate average salary by contribution assumption: employee only about $299,888 at 4% or $199,925 at 6%; with 50% employer match about $199,925 at 4% or $133,283 at 6%; with 100% employer match about $149,944 at 4% or $99,963 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $167,957 | $23,991 | $11,996iApproximate average salary by contribution assumption: employee only about $299,888 at 4% or $199,925 at 6%; with 50% employer match about $199,925 at 4% or $133,283 at 6%; with 100% employer match about $149,944 at 4% or $99,963 at 6%. |
| 2015 | 1 | 2 | $130,973 | $53,738 | $26,869iApproximate average salary by contribution assumption: employee only about $671,725 at 4% or $447,817 at 6%; with 50% employer match about $447,817 at 4% or $298,544 at 6%; with 100% employer match about $335,863 at 4% or $223,908 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $130,973 | $53,738 | $26,869iApproximate average salary by contribution assumption: employee only about $671,725 at 4% or $447,817 at 6%; with 50% employer match about $447,817 at 4% or $298,544 at 6%; with 100% employer match about $335,863 at 4% or $223,908 at 6%. |
| 2014 | 1 | 2 | $79,899 | $44,474 | $22,237iApproximate average salary by contribution assumption: employee only about $555,925 at 4% or $370,617 at 6%; with 50% employer match about $370,617 at 4% or $247,078 at 6%; with 100% employer match about $277,963 at 4% or $185,308 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 2 | $79,899 | $44,474 | $22,237iApproximate average salary by contribution assumption: employee only about $555,925 at 4% or $370,617 at 6%; with 50% employer match about $370,617 at 4% or $247,078 at 6%; with 100% employer match about $277,963 at 4% or $185,308 at 6%. |
| 2013 | 1 | 1 | $33,200 | $33,200 | $33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%. |
| Rotta Farms Safe Harbor 401(K) Plan | - | 1 | $33,200 | $33,200 | $33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%. |