Civic Intelligence

Collins Roche Utley & Garner LLC

Plan context: Collins Roche Utley & Garner LLC 401(K) Ps Plan

EIN 47-3406045 • Dublin, OH • 10 filings • 1 plans

655 Metro Place SouthSuite 200Dublin, OH 43017
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$7,177,782

2024 Contributions

$444,661

Historical Graphs

Total Assets Over Time

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

$7,177,782$3,588,891$0201520202024YearValue
$7,177,782Latest year 2024

Participants Over Time

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

41210201520202024YearValue
41Latest 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
2024141$7,177,782$444,661$10,845iApproximate average salary by contribution assumption: employee only about $271,135 at 4% or $180,757 at 6%; with 50% employer match about $180,757 at 4% or $120,504 at 6%; with 100% employer match about $135,567 at 4% or $90,378 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-41$7,177,782$444,661$10,845iApproximate average salary by contribution assumption: employee only about $271,135 at 4% or $180,757 at 6%; with 50% employer match about $180,757 at 4% or $120,504 at 6%; with 100% employer match about $135,567 at 4% or $90,378 at 6%.
2023141$6,208,084$494,547$12,062iApproximate average salary by contribution assumption: employee only about $301,553 at 4% or $201,035 at 6%; with 50% employer match about $201,035 at 4% or $134,024 at 6%; with 100% employer match about $150,777 at 4% or $100,518 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-41$6,208,084$494,547$12,062iApproximate average salary by contribution assumption: employee only about $301,553 at 4% or $201,035 at 6%; with 50% employer match about $201,035 at 4% or $134,024 at 6%; with 100% employer match about $150,777 at 4% or $100,518 at 6%.
2022139$5,069,025$404,339$10,368iApproximate average salary by contribution assumption: employee only about $259,192 at 4% or $172,794 at 6%; with 50% employer match about $172,794 at 4% or $115,196 at 6%; with 100% employer match about $129,596 at 4% or $86,397 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-39$5,069,025$404,339$10,368iApproximate average salary by contribution assumption: employee only about $259,192 at 4% or $172,794 at 6%; with 50% employer match about $172,794 at 4% or $115,196 at 6%; with 100% employer match about $129,596 at 4% or $86,397 at 6%.
2021138$5,284,757$799,494$21,039iApproximate average salary by contribution assumption: employee only about $525,983 at 4% or $350,655 at 6%; with 50% employer match about $350,655 at 4% or $233,770 at 6%; with 100% employer match about $262,991 at 4% or $175,328 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-38$5,284,757$799,494$21,039iApproximate average salary by contribution assumption: employee only about $525,983 at 4% or $350,655 at 6%; with 50% employer match about $350,655 at 4% or $233,770 at 6%; with 100% employer match about $262,991 at 4% or $175,328 at 6%.
2020139$4,042,322$375,621$9,631iApproximate average salary by contribution assumption: employee only about $240,783 at 4% or $160,522 at 6%; with 50% employer match about $160,522 at 4% or $107,015 at 6%; with 100% employer match about $120,391 at 4% or $80,261 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-39$4,042,322$375,621$9,631iApproximate average salary by contribution assumption: employee only about $240,783 at 4% or $160,522 at 6%; with 50% employer match about $160,522 at 4% or $107,015 at 6%; with 100% employer match about $120,391 at 4% or $80,261 at 6%.
2019131$3,079,396$548,292$17,687iApproximate average salary by contribution assumption: employee only about $442,171 at 4% or $294,781 at 6%; with 50% employer match about $294,781 at 4% or $196,520 at 6%; with 100% employer match about $221,085 at 4% or $147,390 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-31$3,079,396$548,292$17,687iApproximate average salary by contribution assumption: employee only about $442,171 at 4% or $294,781 at 6%; with 50% employer match about $294,781 at 4% or $196,520 at 6%; with 100% employer match about $221,085 at 4% or $147,390 at 6%.
2018128$2,048,743$291,988$10,428iApproximate average salary by contribution assumption: employee only about $260,704 at 4% or $173,802 at 6%; with 50% employer match about $173,802 at 4% or $115,868 at 6%; with 100% employer match about $130,352 at 4% or $86,901 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-28$2,048,743$291,988$10,428iApproximate average salary by contribution assumption: employee only about $260,704 at 4% or $173,802 at 6%; with 50% employer match about $173,802 at 4% or $115,868 at 6%; with 100% employer match about $130,352 at 4% or $86,901 at 6%.
2017131$1,929,992$240,987$7,774iApproximate average salary by contribution assumption: employee only about $194,344 at 4% or $129,563 at 6%; with 50% employer match about $129,563 at 4% or $86,375 at 6%; with 100% employer match about $97,172 at 4% or $64,781 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-31$1,929,992$240,987$7,774iApproximate average salary by contribution assumption: employee only about $194,344 at 4% or $129,563 at 6%; with 50% employer match about $129,563 at 4% or $86,375 at 6%; with 100% employer match about $97,172 at 4% or $64,781 at 6%.
2016130$1,433,249$245,429$8,181iApproximate average salary by contribution assumption: employee only about $204,524 at 4% or $136,349 at 6%; with 50% employer match about $136,349 at 4% or $90,900 at 6%; with 100% employer match about $102,262 at 4% or $68,175 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-30$1,433,249$245,429$8,181iApproximate average salary by contribution assumption: employee only about $204,524 at 4% or $136,349 at 6%; with 50% employer match about $136,349 at 4% or $90,900 at 6%; with 100% employer match about $102,262 at 4% or $68,175 at 6%.
2015129$1,094,835$1,079,018$37,208iApproximate average salary by contribution assumption: employee only about $930,188 at 4% or $620,125 at 6%; with 50% employer match about $620,125 at 4% or $413,417 at 6%; with 100% employer match about $465,094 at 4% or $310,063 at 6%.
Collins Roche Utley & Garner LLC 401(K) Ps Plan-29$1,094,835$1,079,018$37,208iApproximate average salary by contribution assumption: employee only about $930,188 at 4% or $620,125 at 6%; with 50% employer match about $620,125 at 4% or $413,417 at 6%; with 100% employer match about $465,094 at 4% or $310,063 at 6%.