Civic Intelligence

Holly C Roundtree CPA PLLC

Plan context: Holly C Roundtree CPA PLLC 401K Plan

EIN 46-2013344 • Dallas, TX • 12 filings • 1 plans

13355 Noel Road Suite 1060DallasDallas, TX 75240
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,191,094

2024 Contributions

$66,493

Historical Graphs

Total Assets Over Time

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

$3,191,094$1,595,547$0201320192024YearValue
$3,191,094Latest year 2024

Participants Over Time

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

1580201320192024YearValue
5Latest year 2024

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
202415$3,191,094$66,493$13,299iApproximate average salary by contribution assumption: employee only about $332,465 at 4% or $221,643 at 6%; with 50% employer match about $221,643 at 4% or $147,762 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-5$3,191,094$66,493$13,299iApproximate average salary by contribution assumption: employee only about $332,465 at 4% or $221,643 at 6%; with 50% employer match about $221,643 at 4% or $147,762 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%.
202316$2,644,941$65,347$10,891iApproximate average salary by contribution assumption: employee only about $272,279 at 4% or $181,519 at 6%; with 50% employer match about $181,519 at 4% or $121,013 at 6%; with 100% employer match about $136,140 at 4% or $90,760 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-6$2,644,941$65,347$10,891iApproximate average salary by contribution assumption: employee only about $272,279 at 4% or $181,519 at 6%; with 50% employer match about $181,519 at 4% or $121,013 at 6%; with 100% employer match about $136,140 at 4% or $90,760 at 6%.
202216$2,108,143$59,522$9,920iApproximate average salary by contribution assumption: employee only about $248,008 at 4% or $165,339 at 6%; with 50% employer match about $165,339 at 4% or $110,226 at 6%; with 100% employer match about $124,004 at 4% or $82,669 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-6$2,108,143$59,522$9,920iApproximate average salary by contribution assumption: employee only about $248,008 at 4% or $165,339 at 6%; with 50% employer match about $165,339 at 4% or $110,226 at 6%; with 100% employer match about $124,004 at 4% or $82,669 at 6%.
202116$2,645,048$88,176$14,696iApproximate average salary by contribution assumption: employee only about $367,400 at 4% or $244,933 at 6%; with 50% employer match about $244,933 at 4% or $163,289 at 6%; with 100% employer match about $183,700 at 4% or $122,467 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-6$2,645,048$88,176$14,696iApproximate average salary by contribution assumption: employee only about $367,400 at 4% or $244,933 at 6%; with 50% employer match about $244,933 at 4% or $163,289 at 6%; with 100% employer match about $183,700 at 4% or $122,467 at 6%.
202016$2,228,306$60,345$10,058iApproximate average salary by contribution assumption: employee only about $251,438 at 4% or $167,625 at 6%; with 50% employer match about $167,625 at 4% or $111,750 at 6%; with 100% employer match about $125,719 at 4% or $83,813 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-6$2,228,306$60,345$10,058iApproximate average salary by contribution assumption: employee only about $251,438 at 4% or $167,625 at 6%; with 50% employer match about $167,625 at 4% or $111,750 at 6%; with 100% employer match about $125,719 at 4% or $83,813 at 6%.
201917$1,758,491$41,084$5,869iApproximate average salary by contribution assumption: employee only about $146,729 at 4% or $97,819 at 6%; with 50% employer match about $97,819 at 4% or $65,213 at 6%; with 100% employer match about $73,364 at 4% or $48,910 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-7$1,758,491$41,084$5,869iApproximate average salary by contribution assumption: employee only about $146,729 at 4% or $97,819 at 6%; with 50% employer match about $97,819 at 4% or $65,213 at 6%; with 100% employer match about $73,364 at 4% or $48,910 at 6%.
2018115$1,375,336$79,106$5,274iApproximate average salary by contribution assumption: employee only about $131,843 at 4% or $87,896 at 6%; with 50% employer match about $87,896 at 4% or $58,597 at 6%; with 100% employer match about $65,922 at 4% or $43,948 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-15$1,375,336$79,106$5,274iApproximate average salary by contribution assumption: employee only about $131,843 at 4% or $87,896 at 6%; with 50% employer match about $87,896 at 4% or $58,597 at 6%; with 100% employer match about $65,922 at 4% or $43,948 at 6%.
2017114$1,378,078$66,522$4,752iApproximate average salary by contribution assumption: employee only about $118,789 at 4% or $79,193 at 6%; with 50% employer match about $79,193 at 4% or $52,795 at 6%; with 100% employer match about $59,395 at 4% or $39,596 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-14$1,378,078$66,522$4,752iApproximate average salary by contribution assumption: employee only about $118,789 at 4% or $79,193 at 6%; with 50% employer match about $79,193 at 4% or $52,795 at 6%; with 100% employer match about $59,395 at 4% or $39,596 at 6%.
2016110$1,134,728$86,408$8,641iApproximate average salary by contribution assumption: employee only about $216,020 at 4% or $144,013 at 6%; with 50% employer match about $144,013 at 4% or $96,009 at 6%; with 100% employer match about $108,010 at 4% or $72,007 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-10$1,134,728$86,408$8,641iApproximate average salary by contribution assumption: employee only about $216,020 at 4% or $144,013 at 6%; with 50% employer match about $144,013 at 4% or $96,009 at 6%; with 100% employer match about $108,010 at 4% or $72,007 at 6%.
2015110$1,303,490$105,458$10,546iApproximate average salary by contribution assumption: employee only about $263,645 at 4% or $175,763 at 6%; with 50% employer match about $175,763 at 4% or $117,176 at 6%; with 100% employer match about $131,823 at 4% or $87,882 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-10$1,303,490$105,458$10,546iApproximate average salary by contribution assumption: employee only about $263,645 at 4% or $175,763 at 6%; with 50% employer match about $175,763 at 4% or $117,176 at 6%; with 100% employer match about $131,823 at 4% or $87,882 at 6%.
201419$1,236,771$115,311$12,812iApproximate average salary by contribution assumption: employee only about $320,308 at 4% or $213,539 at 6%; with 50% employer match about $213,539 at 4% or $142,359 at 6%; with 100% employer match about $160,154 at 4% or $106,769 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-9$1,236,771$115,311$12,812iApproximate average salary by contribution assumption: employee only about $320,308 at 4% or $213,539 at 6%; with 50% employer match about $213,539 at 4% or $142,359 at 6%; with 100% employer match about $160,154 at 4% or $106,769 at 6%.
2013110$1,067,373$108,255$10,826iApproximate average salary by contribution assumption: employee only about $270,638 at 4% or $180,425 at 6%; with 50% employer match about $180,425 at 4% or $120,283 at 6%; with 100% employer match about $135,319 at 4% or $90,213 at 6%.
Holly C Roundtree CPA PLLC 401K Plan-10$1,067,373$108,255$10,826iApproximate average salary by contribution assumption: employee only about $270,638 at 4% or $180,425 at 6%; with 50% employer match about $180,425 at 4% or $120,283 at 6%; with 100% employer match about $135,319 at 4% or $90,213 at 6%.