Form and Function LLC DBA Road Scholars
Plan context: Form and Function LLC DBA Road Scholars 401(K) Plan
EIN 46-1758917 • Durham, NC • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$823,375
2024 Contributions
$445,278
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 | 17 | $823,375 | $445,278 | $26,193iApproximate average salary by contribution assumption: employee only about $654,821 at 4% or $436,547 at 6%; with 50% employer match about $436,547 at 4% or $291,031 at 6%; with 100% employer match about $327,410 at 4% or $218,274 at 6%. |
| Form and Function LLC DBA Road Scholars 401(K) Plan | - | 17 | $823,375 | $445,278 | $26,193iApproximate average salary by contribution assumption: employee only about $654,821 at 4% or $436,547 at 6%; with 50% employer match about $436,547 at 4% or $291,031 at 6%; with 100% employer match about $327,410 at 4% or $218,274 at 6%. |
| 2023 | 1 | 24 | $541,632 | $14,486 | $604iApproximate average salary by contribution assumption: employee only about $15,090 at 4% or $10,060 at 6%; with 50% employer match about $10,060 at 4% or $6,706 at 6%; with 100% employer match about $7,545 at 4% or $5,030 at 6%. |
| Form and Function LLC DBA Road Scholars 401(K) Plan | - | 24 | $541,632 | $14,486 | $604iApproximate average salary by contribution assumption: employee only about $15,090 at 4% or $10,060 at 6%; with 50% employer match about $10,060 at 4% or $6,706 at 6%; with 100% employer match about $7,545 at 4% or $5,030 at 6%. |
| 2018 | 1 | 15 | $151,105 | $62,699 | $4,180iApproximate average salary by contribution assumption: employee only about $104,498 at 4% or $69,666 at 6%; with 50% employer match about $69,666 at 4% or $46,444 at 6%; with 100% employer match about $52,249 at 4% or $34,833 at 6%. |
| Form and Function LLC DBA Road Scholars 401(K) Plan | - | 15 | $151,105 | $62,699 | $4,180iApproximate average salary by contribution assumption: employee only about $104,498 at 4% or $69,666 at 6%; with 50% employer match about $69,666 at 4% or $46,444 at 6%; with 100% employer match about $52,249 at 4% or $34,833 at 6%. |