John Roth and Son Inc.
Plan context: John Roth and Son Inc. 401(K) Plan
EIN 47-0364038 • Omaha, NE • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$3,155,020
2024 Contributions
$92,245
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 | 16 | $3,155,020 | $92,245 | $5,765iApproximate average salary by contribution assumption: employee only about $144,133 at 4% or $96,089 at 6%; with 50% employer match about $96,089 at 4% or $64,059 at 6%; with 100% employer match about $72,066 at 4% or $48,044 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $3,155,020 | $92,245 | $5,765iApproximate average salary by contribution assumption: employee only about $144,133 at 4% or $96,089 at 6%; with 50% employer match about $96,089 at 4% or $64,059 at 6%; with 100% employer match about $72,066 at 4% or $48,044 at 6%. |
| 2023 | 1 | 16 | $3,367,459 | $85,455 | $5,341iApproximate average salary by contribution assumption: employee only about $133,523 at 4% or $89,016 at 6%; with 50% employer match about $89,016 at 4% or $59,344 at 6%; with 100% employer match about $66,762 at 4% or $44,508 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $3,367,459 | $85,455 | $5,341iApproximate average salary by contribution assumption: employee only about $133,523 at 4% or $89,016 at 6%; with 50% employer match about $89,016 at 4% or $59,344 at 6%; with 100% employer match about $66,762 at 4% or $44,508 at 6%. |
| 2022 | 1 | 14 | $2,644,597 | $78,315 | $5,594iApproximate average salary by contribution assumption: employee only about $139,848 at 4% or $93,232 at 6%; with 50% employer match about $93,232 at 4% or $62,155 at 6%; with 100% employer match about $69,924 at 4% or $46,616 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 14 | $2,644,597 | $78,315 | $5,594iApproximate average salary by contribution assumption: employee only about $139,848 at 4% or $93,232 at 6%; with 50% employer match about $93,232 at 4% or $62,155 at 6%; with 100% employer match about $69,924 at 4% or $46,616 at 6%. |
| 2021 | 1 | 16 | $3,545,136 | $99,239 | $6,202iApproximate average salary by contribution assumption: employee only about $155,061 at 4% or $103,374 at 6%; with 50% employer match about $103,374 at 4% or $68,916 at 6%; with 100% employer match about $77,530 at 4% or $51,687 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $3,545,136 | $99,239 | $6,202iApproximate average salary by contribution assumption: employee only about $155,061 at 4% or $103,374 at 6%; with 50% employer match about $103,374 at 4% or $68,916 at 6%; with 100% employer match about $77,530 at 4% or $51,687 at 6%. |
| 2020 | 1 | 16 | $3,076,054 | $103,769 | $6,486iApproximate average salary by contribution assumption: employee only about $162,139 at 4% or $108,093 at 6%; with 50% employer match about $108,093 at 4% or $72,062 at 6%; with 100% employer match about $81,070 at 4% or $54,046 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $3,076,054 | $103,769 | $6,486iApproximate average salary by contribution assumption: employee only about $162,139 at 4% or $108,093 at 6%; with 50% employer match about $108,093 at 4% or $72,062 at 6%; with 100% employer match about $81,070 at 4% or $54,046 at 6%. |
| 2019 | 1 | 16 | $2,408,990 | $96,534 | $6,033iApproximate average salary by contribution assumption: employee only about $150,834 at 4% or $100,556 at 6%; with 50% employer match about $100,556 at 4% or $67,038 at 6%; with 100% employer match about $75,417 at 4% or $50,278 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $2,408,990 | $96,534 | $6,033iApproximate average salary by contribution assumption: employee only about $150,834 at 4% or $100,556 at 6%; with 50% employer match about $100,556 at 4% or $67,038 at 6%; with 100% employer match about $75,417 at 4% or $50,278 at 6%. |
| 2018 | 1 | 16 | $1,906,430 | $98,058 | $6,129iApproximate average salary by contribution assumption: employee only about $153,216 at 4% or $102,144 at 6%; with 50% employer match about $102,144 at 4% or $68,096 at 6%; with 100% employer match about $76,608 at 4% or $51,072 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $1,906,430 | $98,058 | $6,129iApproximate average salary by contribution assumption: employee only about $153,216 at 4% or $102,144 at 6%; with 50% employer match about $102,144 at 4% or $68,096 at 6%; with 100% employer match about $76,608 at 4% or $51,072 at 6%. |
| 2017 | 1 | 16 | $1,983,739 | $104,436 | $6,527iApproximate average salary by contribution assumption: employee only about $163,181 at 4% or $108,788 at 6%; with 50% employer match about $108,788 at 4% or $72,525 at 6%; with 100% employer match about $81,591 at 4% or $54,394 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $1,983,739 | $104,436 | $6,527iApproximate average salary by contribution assumption: employee only about $163,181 at 4% or $108,788 at 6%; with 50% employer match about $108,788 at 4% or $72,525 at 6%; with 100% employer match about $81,591 at 4% or $54,394 at 6%. |
| 2016 | 1 | 16 | $1,575,738 | $93,593 | $5,850iApproximate average salary by contribution assumption: employee only about $146,239 at 4% or $97,493 at 6%; with 50% employer match about $97,493 at 4% or $64,995 at 6%; with 100% employer match about $73,120 at 4% or $48,746 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 16 | $1,575,738 | $93,593 | $5,850iApproximate average salary by contribution assumption: employee only about $146,239 at 4% or $97,493 at 6%; with 50% employer match about $97,493 at 4% or $64,995 at 6%; with 100% employer match about $73,120 at 4% or $48,746 at 6%. |
| 2015 | 1 | 15 | $1,385,831 | $114,485 | $7,632iApproximate average salary by contribution assumption: employee only about $190,808 at 4% or $127,206 at 6%; with 50% employer match about $127,206 at 4% or $84,804 at 6%; with 100% employer match about $95,404 at 4% or $63,603 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 15 | $1,385,831 | $114,485 | $7,632iApproximate average salary by contribution assumption: employee only about $190,808 at 4% or $127,206 at 6%; with 50% employer match about $127,206 at 4% or $84,804 at 6%; with 100% employer match about $95,404 at 4% or $63,603 at 6%. |
| 2014 | 1 | 15 | $1,286,631 | $132,313 | $8,821iApproximate average salary by contribution assumption: employee only about $220,522 at 4% or $147,014 at 6%; with 50% employer match about $147,014 at 4% or $98,010 at 6%; with 100% employer match about $110,261 at 4% or $73,507 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 15 | $1,286,631 | $132,313 | $8,821iApproximate average salary by contribution assumption: employee only about $220,522 at 4% or $147,014 at 6%; with 50% employer match about $147,014 at 4% or $98,010 at 6%; with 100% employer match about $110,261 at 4% or $73,507 at 6%. |
| 2013 | 1 | 15 | $1,092,742 | $113,237 | $7,549iApproximate average salary by contribution assumption: employee only about $188,728 at 4% or $125,819 at 6%; with 50% employer match about $125,819 at 4% or $83,879 at 6%; with 100% employer match about $94,364 at 4% or $62,909 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 15 | $1,092,742 | $113,237 | $7,549iApproximate average salary by contribution assumption: employee only about $188,728 at 4% or $125,819 at 6%; with 50% employer match about $125,819 at 4% or $83,879 at 6%; with 100% employer match about $94,364 at 4% or $62,909 at 6%. |
| 2012 | 1 | 12 | $777,804 | $104,816 | $8,735iApproximate average salary by contribution assumption: employee only about $218,367 at 4% or $145,578 at 6%; with 50% employer match about $145,578 at 4% or $97,052 at 6%; with 100% employer match about $109,183 at 4% or $72,789 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 12 | $777,804 | $104,816 | $8,735iApproximate average salary by contribution assumption: employee only about $218,367 at 4% or $145,578 at 6%; with 50% employer match about $145,578 at 4% or $97,052 at 6%; with 100% employer match about $109,183 at 4% or $72,789 at 6%. |
| 2011 | 1 | 12 | $605,782 | $97,161 | $8,097iApproximate average salary by contribution assumption: employee only about $202,419 at 4% or $134,946 at 6%; with 50% employer match about $134,946 at 4% or $89,964 at 6%; with 100% employer match about $101,209 at 4% or $67,473 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 12 | $605,782 | $97,161 | $8,097iApproximate average salary by contribution assumption: employee only about $202,419 at 4% or $134,946 at 6%; with 50% employer match about $134,946 at 4% or $89,964 at 6%; with 100% employer match about $101,209 at 4% or $67,473 at 6%. |
| 2010 | 1 | 12 | $547,922 | $74,690 | $6,224iApproximate average salary by contribution assumption: employee only about $155,604 at 4% or $103,736 at 6%; with 50% employer match about $103,736 at 4% or $69,157 at 6%; with 100% employer match about $77,802 at 4% or $51,868 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 12 | $547,922 | $74,690 | $6,224iApproximate average salary by contribution assumption: employee only about $155,604 at 4% or $103,736 at 6%; with 50% employer match about $103,736 at 4% or $69,157 at 6%; with 100% employer match about $77,802 at 4% or $51,868 at 6%. |
| 2009 | 2 | 13 | $803,707 | $189,077 | $14,544iApproximate average salary by contribution assumption: employee only about $363,610 at 4% or $242,406 at 6%; with 50% employer match about $242,406 at 4% or $161,604 at 6%; with 100% employer match about $181,805 at 4% or $121,203 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 12 | $434,121 | $76,907 | $6,409iApproximate average salary by contribution assumption: employee only about $160,223 at 4% or $106,815 at 6%; with 50% employer match about $106,815 at 4% or $71,210 at 6%; with 100% employer match about $80,111 at 4% or $53,408 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 13 | $369,586 | $112,170 | $8,628iApproximate average salary by contribution assumption: employee only about $215,712 at 4% or $143,808 at 6%; with 50% employer match about $143,808 at 4% or $95,872 at 6%; with 100% employer match about $107,856 at 4% or $71,904 at 6%. |
| 2008 | 1 | 23 | $273,138 | $79,027 | $3,436iApproximate average salary by contribution assumption: employee only about $85,899 at 4% or $57,266 at 6%; with 50% employer match about $57,266 at 4% or $38,177 at 6%; with 100% employer match about $42,949 at 4% or $28,633 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 23 | $273,138 | $79,027 | $3,436iApproximate average salary by contribution assumption: employee only about $85,899 at 4% or $57,266 at 6%; with 50% employer match about $57,266 at 4% or $38,177 at 6%; with 100% employer match about $42,949 at 4% or $28,633 at 6%. |
| 2006 | 1 | 13 | $251,385 | $68,667 | $5,282iApproximate average salary by contribution assumption: employee only about $132,052 at 4% or $88,035 at 6%; with 50% employer match about $88,035 at 4% or $58,690 at 6%; with 100% employer match about $66,026 at 4% or $44,017 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 13 | $251,385 | $68,667 | $5,282iApproximate average salary by contribution assumption: employee only about $132,052 at 4% or $88,035 at 6%; with 50% employer match about $88,035 at 4% or $58,690 at 6%; with 100% employer match about $66,026 at 4% or $44,017 at 6%. |
| 2005 | 1 | 26 | $171,607 | $70,497 | $2,711iApproximate average salary by contribution assumption: employee only about $67,786 at 4% or $45,190 at 6%; with 50% employer match about $45,190 at 4% or $30,127 at 6%; with 100% employer match about $33,893 at 4% or $22,595 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 26 | $171,607 | $70,497 | $2,711iApproximate average salary by contribution assumption: employee only about $67,786 at 4% or $45,190 at 6%; with 50% employer match about $45,190 at 4% or $30,127 at 6%; with 100% employer match about $33,893 at 4% or $22,595 at 6%. |
| 2004 | 1 | 21 | $86,324 | $73,109 | $3,481iApproximate average salary by contribution assumption: employee only about $87,035 at 4% or $58,023 at 6%; with 50% employer match about $58,023 at 4% or $38,682 at 6%; with 100% employer match about $43,517 at 4% or $29,012 at 6%. |
| John Roth and Son Inc. 401(K) Plan | - | 21 | $86,324 | $73,109 | $3,481iApproximate average salary by contribution assumption: employee only about $87,035 at 4% or $58,023 at 6%; with 50% employer match about $58,023 at 4% or $38,682 at 6%; with 100% employer match about $43,517 at 4% or $29,012 at 6%. |
| 2003 | 1 | 24 | $0 | $0 | - |
| John Roth and Son Inc. 401(K) Plan | - | 24 | - | - | - |