Civic Intelligence

Roth & Company PC.

Plan context: Roth & Company PC., 401K Plan

EIN 42-1361038 • Des Moines, IA • 21 filings • 5 plans

666 Walnut St, Ste 1450Des Moines, IA 50309-9604
Current Snapshot

Latest Year

2017

2017 Participants

42

2017 Assets

$11,215,987

2017 Contributions

$895,709

Historical Graphs

Total Assets Over Time

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

$11,215,987$5,607,994$0200020092016YearValue
$11,215,987Latest year 2016

Participants Over Time

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

43220200020082016YearValue
42Latest year 2016

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
201710$0$0-
Roth & Company PC., 401K Plan-0$0$0-
2016142$11,215,987$895,709$21,326iApproximate average salary by contribution assumption: employee only about $533,160 at 4% or $355,440 at 6%; with 50% employer match about $355,440 at 4% or $236,960 at 6%; with 100% employer match about $266,580 at 4% or $177,720 at 6%.
Roth & Company PC., 401K Plan-42$11,215,987$895,709$21,326iApproximate average salary by contribution assumption: employee only about $533,160 at 4% or $355,440 at 6%; with 50% employer match about $355,440 at 4% or $236,960 at 6%; with 100% employer match about $266,580 at 4% or $177,720 at 6%.
2015139$9,752,152$614,811$15,764iApproximate average salary by contribution assumption: employee only about $394,110 at 4% or $262,740 at 6%; with 50% employer match about $262,740 at 4% or $175,160 at 6%; with 100% employer match about $197,055 at 4% or $131,370 at 6%.
Roth & Company PC., 401K Plan-39$9,752,152$614,811$15,764iApproximate average salary by contribution assumption: employee only about $394,110 at 4% or $262,740 at 6%; with 50% employer match about $262,740 at 4% or $175,160 at 6%; with 100% employer match about $197,055 at 4% or $131,370 at 6%.
2014133$9,908,239$469,535$14,228iApproximate average salary by contribution assumption: employee only about $355,708 at 4% or $237,139 at 6%; with 50% employer match about $237,139 at 4% or $158,093 at 6%; with 100% employer match about $177,854 at 4% or $118,569 at 6%.
Roth & Company PC., 401K Plan-33$9,908,239$469,535$14,228iApproximate average salary by contribution assumption: employee only about $355,708 at 4% or $237,139 at 6%; with 50% employer match about $237,139 at 4% or $158,093 at 6%; with 100% employer match about $177,854 at 4% or $118,569 at 6%.
2013143$9,875,647$582,867$13,555iApproximate average salary by contribution assumption: employee only about $338,876 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,612 at 6%; with 100% employer match about $169,438 at 4% or $112,959 at 6%.
Roth & Company PC., 401K Plan-43$9,875,647$582,867$13,555iApproximate average salary by contribution assumption: employee only about $338,876 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,612 at 6%; with 100% employer match about $169,438 at 4% or $112,959 at 6%.
2012138$7,891,088$635,955$16,736iApproximate average salary by contribution assumption: employee only about $418,391 at 4% or $278,928 at 6%; with 50% employer match about $278,928 at 4% or $185,952 at 6%; with 100% employer match about $209,196 at 4% or $139,464 at 6%.
Roth & Company PC., 401K Plan-38$7,891,088$635,955$16,736iApproximate average salary by contribution assumption: employee only about $418,391 at 4% or $278,928 at 6%; with 50% employer match about $278,928 at 4% or $185,952 at 6%; with 100% employer match about $209,196 at 4% or $139,464 at 6%.
2011139$6,694,237$554,825$14,226iApproximate average salary by contribution assumption: employee only about $355,657 at 4% or $237,105 at 6%; with 50% employer match about $237,105 at 4% or $158,070 at 6%; with 100% employer match about $177,829 at 4% or $118,552 at 6%.
Roth & Company PC., 401K Plan-39$6,694,237$554,825$14,226iApproximate average salary by contribution assumption: employee only about $355,657 at 4% or $237,105 at 6%; with 50% employer match about $237,105 at 4% or $158,070 at 6%; with 100% employer match about $177,829 at 4% or $118,552 at 6%.
2010134$6,375,134$566,604$16,665iApproximate average salary by contribution assumption: employee only about $416,621 at 4% or $277,747 at 6%; with 50% employer match about $277,747 at 4% or $185,165 at 6%; with 100% employer match about $208,310 at 4% or $138,874 at 6%.
Roth & Company PC., 401K Plan-34$6,375,134$566,604$16,665iApproximate average salary by contribution assumption: employee only about $416,621 at 4% or $277,747 at 6%; with 50% employer match about $277,747 at 4% or $185,165 at 6%; with 100% employer match about $208,310 at 4% or $138,874 at 6%.
2009135$5,315,617$556,858$15,910iApproximate average salary by contribution assumption: employee only about $397,756 at 4% or $265,170 at 6%; with 50% employer match about $265,170 at 4% or $176,780 at 6%; with 100% employer match about $198,878 at 4% or $132,585 at 6%.
Roth & Company PC., 401K Plan-35$5,315,617$556,858$15,910iApproximate average salary by contribution assumption: employee only about $397,756 at 4% or $265,170 at 6%; with 50% employer match about $265,170 at 4% or $176,780 at 6%; with 100% employer match about $198,878 at 4% or $132,585 at 6%.
2008135$3,638,133$503,260$14,379iApproximate average salary by contribution assumption: employee only about $359,471 at 4% or $239,648 at 6%; with 50% employer match about $239,648 at 4% or $159,765 at 6%; with 100% employer match about $179,736 at 4% or $119,824 at 6%.
Roth & Company PC., 401K Plan-35$3,638,133$503,260$14,379iApproximate average salary by contribution assumption: employee only about $359,471 at 4% or $239,648 at 6%; with 50% employer match about $239,648 at 4% or $159,765 at 6%; with 100% employer match about $179,736 at 4% or $119,824 at 6%.
2007132$0$0-
Roth & Company PC., 401K Plan-32---
2006132$4,682,629$464,238$14,507iApproximate average salary by contribution assumption: employee only about $362,686 at 4% or $241,791 at 6%; with 50% employer match about $241,791 at 4% or $161,194 at 6%; with 100% employer match about $181,343 at 4% or $120,895 at 6%.
Roth & Company PC., 401K Plan-32$4,682,629$464,238$14,507iApproximate average salary by contribution assumption: employee only about $362,686 at 4% or $241,791 at 6%; with 50% employer match about $241,791 at 4% or $161,194 at 6%; with 100% employer match about $181,343 at 4% or $120,895 at 6%.
2005133$3,705,831$501,702$15,203iApproximate average salary by contribution assumption: employee only about $380,077 at 4% or $253,385 at 6%; with 50% employer match about $253,385 at 4% or $168,923 at 6%; with 100% employer match about $190,039 at 4% or $126,692 at 6%.
Roth & Company PC., 401K Plan-33$3,705,831$501,702$15,203iApproximate average salary by contribution assumption: employee only about $380,077 at 4% or $253,385 at 6%; with 50% employer match about $253,385 at 4% or $168,923 at 6%; with 100% employer match about $190,039 at 4% or $126,692 at 6%.
2004126$3,050,950$389,345$14,975iApproximate average salary by contribution assumption: employee only about $374,370 at 4% or $249,580 at 6%; with 50% employer match about $249,580 at 4% or $166,387 at 6%; with 100% employer match about $187,185 at 4% or $124,790 at 6%.
Roth & Company PC., 401K Plan-26$3,050,950$389,345$14,975iApproximate average salary by contribution assumption: employee only about $374,370 at 4% or $249,580 at 6%; with 50% employer match about $249,580 at 4% or $166,387 at 6%; with 100% employer match about $187,185 at 4% or $124,790 at 6%.
2003126$2,404,651$317,116$12,197iApproximate average salary by contribution assumption: employee only about $304,919 at 4% or $203,279 at 6%; with 50% employer match about $203,279 at 4% or $135,520 at 6%; with 100% employer match about $152,460 at 4% or $101,640 at 6%.
Roth & Company PC., 401K Plan-26$2,404,651$317,116$12,197iApproximate average salary by contribution assumption: employee only about $304,919 at 4% or $203,279 at 6%; with 50% employer match about $203,279 at 4% or $135,520 at 6%; with 100% employer match about $152,460 at 4% or $101,640 at 6%.
2002225$1,606,241$308,460$12,338iApproximate average salary by contribution assumption: employee only about $308,460 at 4% or $205,640 at 6%; with 50% employer match about $205,640 at 4% or $137,093 at 6%; with 100% employer match about $154,230 at 4% or $102,820 at 6%.
Roth & Company PC., 401K Plan-25$1,606,241$308,460$12,338iApproximate average salary by contribution assumption: employee only about $308,460 at 4% or $205,640 at 6%; with 50% employer match about $205,640 at 4% or $137,093 at 6%; with 100% employer match about $154,230 at 4% or $102,820 at 6%.
ROTH & COMPANY, P.C. MONEY PURCHASE PLAN-0---
2001230$0$0-
ROTH & COMPANY, P.C. MONEY PURCHASE PLAN-30---
Roth & Company PC., 401K Plan-30---
2000224$1,722,855$268,827$11,201iApproximate average salary by contribution assumption: employee only about $280,028 at 4% or $186,685 at 6%; with 50% employer match about $186,685 at 4% or $124,457 at 6%; with 100% employer match about $140,014 at 4% or $93,343 at 6%.
Roth & Company PC., 401K Plan-23$1,655,150$201,122$8,744iApproximate average salary by contribution assumption: employee only about $218,611 at 4% or $145,741 at 6%; with 50% employer match about $145,741 at 4% or $97,160 at 6%; with 100% employer match about $109,305 at 4% or $72,870 at 6%.
ROTH & COMPANY, P.C. MONEY PURCHASE PLAN-24$67,705$67,705$2,821iApproximate average salary by contribution assumption: employee only about $70,526 at 4% or $47,017 at 6%; with 50% employer match about $47,017 at 4% or $31,345 at 6%; with 100% employer match about $35,263 at 4% or $23,509 at 6%.