Civic Intelligence

Roundangle Advisors LLC

Plan context: Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust

EIN 47-2958117 • Red Bank, NJ • 11 filings • 2 plans

1 Harding Rd Ste 206Red Bank, NJ 07701-2040
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$915,812

2025 Contributions

$259,843

Historical Graphs

Total Assets Over Time

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

$915,812$457,906$0201520202024YearValue
$915,812Latest year 2024

Participants Over Time

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

630201520202024YearValue
3Latest 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
202510$0$259,843-
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-0$0$259,843-
202413$915,812$170,905$56,968iApproximate average salary by contribution assumption: employee only about $1,424,208 at 4% or $949,472 at 6%; with 50% employer match about $949,472 at 4% or $632,981 at 6%; with 100% employer match about $712,104 at 4% or $474,736 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-3$915,812$170,905$56,968iApproximate average salary by contribution assumption: employee only about $1,424,208 at 4% or $949,472 at 6%; with 50% employer match about $949,472 at 4% or $632,981 at 6%; with 100% employer match about $712,104 at 4% or $474,736 at 6%.
202313$658,372$157,985$52,662iApproximate average salary by contribution assumption: employee only about $1,316,542 at 4% or $877,694 at 6%; with 50% employer match about $877,694 at 4% or $585,130 at 6%; with 100% employer match about $658,271 at 4% or $438,847 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-3$658,372$157,985$52,662iApproximate average salary by contribution assumption: employee only about $1,316,542 at 4% or $877,694 at 6%; with 50% employer match about $877,694 at 4% or $585,130 at 6%; with 100% employer match about $658,271 at 4% or $438,847 at 6%.
202215$701,789$175,191$35,038iApproximate average salary by contribution assumption: employee only about $875,955 at 4% or $583,970 at 6%; with 50% employer match about $583,970 at 4% or $389,313 at 6%; with 100% employer match about $437,977 at 4% or $291,985 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-5$701,789$175,191$35,038iApproximate average salary by contribution assumption: employee only about $875,955 at 4% or $583,970 at 6%; with 50% employer match about $583,970 at 4% or $389,313 at 6%; with 100% employer match about $437,977 at 4% or $291,985 at 6%.
202115$604,455$251,176$50,235iApproximate average salary by contribution assumption: employee only about $1,255,880 at 4% or $837,253 at 6%; with 50% employer match about $837,253 at 4% or $558,169 at 6%; with 100% employer match about $627,940 at 4% or $418,627 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-5$604,455$251,176$50,235iApproximate average salary by contribution assumption: employee only about $1,255,880 at 4% or $837,253 at 6%; with 50% employer match about $837,253 at 4% or $558,169 at 6%; with 100% employer match about $627,940 at 4% or $418,627 at 6%.
202014$323,936$78,023$19,506iApproximate average salary by contribution assumption: employee only about $487,644 at 4% or $325,096 at 6%; with 50% employer match about $325,096 at 4% or $216,731 at 6%; with 100% employer match about $243,822 at 4% or $162,548 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-4$323,936$78,023$19,506iApproximate average salary by contribution assumption: employee only about $487,644 at 4% or $325,096 at 6%; with 50% employer match about $325,096 at 4% or $216,731 at 6%; with 100% employer match about $243,822 at 4% or $162,548 at 6%.
201913$192,375$49,412$16,471iApproximate average salary by contribution assumption: employee only about $411,767 at 4% or $274,511 at 6%; with 50% employer match about $274,511 at 4% or $183,007 at 6%; with 100% employer match about $205,883 at 4% or $137,256 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-3$192,375$49,412$16,471iApproximate average salary by contribution assumption: employee only about $411,767 at 4% or $274,511 at 6%; with 50% employer match about $274,511 at 4% or $183,007 at 6%; with 100% employer match about $205,883 at 4% or $137,256 at 6%.
201815$299,935$80,130$16,026iApproximate average salary by contribution assumption: employee only about $400,650 at 4% or $267,100 at 6%; with 50% employer match about $267,100 at 4% or $178,067 at 6%; with 100% employer match about $200,325 at 4% or $133,550 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-5$299,935$80,130$16,026iApproximate average salary by contribution assumption: employee only about $400,650 at 4% or $267,100 at 6%; with 50% employer match about $267,100 at 4% or $178,067 at 6%; with 100% employer match about $200,325 at 4% or $133,550 at 6%.
201716$277,092$55,818$9,303iApproximate average salary by contribution assumption: employee only about $232,575 at 4% or $155,050 at 6%; with 50% employer match about $155,050 at 4% or $103,367 at 6%; with 100% employer match about $116,288 at 4% or $77,525 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-6$277,092$55,818$9,303iApproximate average salary by contribution assumption: employee only about $232,575 at 4% or $155,050 at 6%; with 50% employer match about $155,050 at 4% or $103,367 at 6%; with 100% employer match about $116,288 at 4% or $77,525 at 6%.
201614$191,620$54,852$13,713iApproximate average salary by contribution assumption: employee only about $342,825 at 4% or $228,550 at 6%; with 50% employer match about $228,550 at 4% or $152,367 at 6%; with 100% employer match about $171,413 at 4% or $114,275 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-4$191,620$54,852$13,713iApproximate average salary by contribution assumption: employee only about $342,825 at 4% or $228,550 at 6%; with 50% employer match about $228,550 at 4% or $152,367 at 6%; with 100% employer match about $171,413 at 4% or $114,275 at 6%.
201513$127,773$133,905$44,635iApproximate average salary by contribution assumption: employee only about $1,115,875 at 4% or $743,917 at 6%; with 50% employer match about $743,917 at 4% or $495,944 at 6%; with 100% employer match about $557,938 at 4% or $371,958 at 6%.
Roundangle Advisors LLC 401(K) Profit Sharing Plan & Trust-3$127,773$133,905$44,635iApproximate average salary by contribution assumption: employee only about $1,115,875 at 4% or $743,917 at 6%; with 50% employer match about $743,917 at 4% or $495,944 at 6%; with 100% employer match about $557,938 at 4% or $371,958 at 6%.