Civic Intelligence

THE ROEHR AGENCY

Plan context: THE ROEHR AGENCY 401(K) PLAN

EIN 45-4093522 • Cincinnati, OH • 8 filings • 1 plans

4642 Ridge AvenueCincinnati, OH 45209
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$2,117,601

2025 Contributions

$287,837

Historical Graphs

Total Assets Over Time

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

$2,117,601$1,058,801$0201820222025YearValue
$2,117,601Latest year 2025

Participants Over Time

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

22110201820222025YearValue
22Latest year 2025

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
2025122$2,117,601$287,837$13,084iApproximate average salary by contribution assumption: employee only about $327,088 at 4% or $218,058 at 6%; with 50% employer match about $218,058 at 4% or $145,372 at 6%; with 100% employer match about $163,544 at 4% or $109,029 at 6%.
THE ROEHR AGENCY 401(K) PLAN-22$2,117,601$287,837$13,084iApproximate average salary by contribution assumption: employee only about $327,088 at 4% or $218,058 at 6%; with 50% employer match about $218,058 at 4% or $145,372 at 6%; with 100% employer match about $163,544 at 4% or $109,029 at 6%.
2024119$1,801,005$332,307$17,490iApproximate average salary by contribution assumption: employee only about $437,246 at 4% or $291,497 at 6%; with 50% employer match about $291,497 at 4% or $194,332 at 6%; with 100% employer match about $218,623 at 4% or $145,749 at 6%.
THE ROEHR AGENCY 401(K) PLAN-19$1,801,005$332,307$17,490iApproximate average salary by contribution assumption: employee only about $437,246 at 4% or $291,497 at 6%; with 50% employer match about $291,497 at 4% or $194,332 at 6%; with 100% employer match about $218,623 at 4% or $145,749 at 6%.
2023119$1,515,595$315,471$16,604iApproximate average salary by contribution assumption: employee only about $415,093 at 4% or $276,729 at 6%; with 50% employer match about $276,729 at 4% or $184,486 at 6%; with 100% employer match about $207,547 at 4% or $138,364 at 6%.
THE ROEHR AGENCY 401(K) PLAN-19$1,515,595$315,471$16,604iApproximate average salary by contribution assumption: employee only about $415,093 at 4% or $276,729 at 6%; with 50% employer match about $276,729 at 4% or $184,486 at 6%; with 100% employer match about $207,547 at 4% or $138,364 at 6%.
2022118$1,078,140$241,062$13,392iApproximate average salary by contribution assumption: employee only about $334,808 at 4% or $223,206 at 6%; with 50% employer match about $223,206 at 4% or $148,804 at 6%; with 100% employer match about $167,404 at 4% or $111,603 at 6%.
THE ROEHR AGENCY 401(K) PLAN-18$1,078,140$241,062$13,392iApproximate average salary by contribution assumption: employee only about $334,808 at 4% or $223,206 at 6%; with 50% employer match about $223,206 at 4% or $148,804 at 6%; with 100% employer match about $167,404 at 4% or $111,603 at 6%.
2021116$1,083,733$199,810$12,488iApproximate average salary by contribution assumption: employee only about $312,203 at 4% or $208,135 at 6%; with 50% employer match about $208,135 at 4% or $138,757 at 6%; with 100% employer match about $156,102 at 4% or $104,068 at 6%.
THE ROEHR AGENCY 401(K) PLAN-16$1,083,733$199,810$12,488iApproximate average salary by contribution assumption: employee only about $312,203 at 4% or $208,135 at 6%; with 50% employer match about $208,135 at 4% or $138,757 at 6%; with 100% employer match about $156,102 at 4% or $104,068 at 6%.
2020112$983,641$170,251$14,188iApproximate average salary by contribution assumption: employee only about $354,690 at 4% or $236,460 at 6%; with 50% employer match about $236,460 at 4% or $157,640 at 6%; with 100% employer match about $177,345 at 4% or $118,230 at 6%.
THE ROEHR AGENCY 401(K) PLAN-12$983,641$170,251$14,188iApproximate average salary by contribution assumption: employee only about $354,690 at 4% or $236,460 at 6%; with 50% employer match about $236,460 at 4% or $157,640 at 6%; with 100% employer match about $177,345 at 4% or $118,230 at 6%.
2019112$957,038$177,028$14,752iApproximate average salary by contribution assumption: employee only about $368,808 at 4% or $245,872 at 6%; with 50% employer match about $245,872 at 4% or $163,915 at 6%; with 100% employer match about $184,404 at 4% or $122,936 at 6%.
THE ROEHR AGENCY 401(K) PLAN-12$957,038$177,028$14,752iApproximate average salary by contribution assumption: employee only about $368,808 at 4% or $245,872 at 6%; with 50% employer match about $245,872 at 4% or $163,915 at 6%; with 100% employer match about $184,404 at 4% or $122,936 at 6%.
2018112$646,177$183,607$15,301iApproximate average salary by contribution assumption: employee only about $382,515 at 4% or $255,010 at 6%; with 50% employer match about $255,010 at 4% or $170,006 at 6%; with 100% employer match about $191,257 at 4% or $127,505 at 6%.
THE ROEHR AGENCY 401(K) PLAN-12$646,177$183,607$15,301iApproximate average salary by contribution assumption: employee only about $382,515 at 4% or $255,010 at 6%; with 50% employer match about $255,010 at 4% or $170,006 at 6%; with 100% employer match about $191,257 at 4% or $127,505 at 6%.