Civic Intelligence

H. Daniel Roth Associates Inc.

Plan context: H. Daniel Roth Associates Inc. 401K Profit Sharing Plan

EIN 52-1132348 • 11 filings • 3 plans

Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$148,360

2011 Contributions

$49,833

Historical Graphs

Total Assets Over Time

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

$401,345$200,673$0200220062010YearValue
$148,360Latest year 2010

Participants Over Time

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

740200020052009YearValue
3Latest year 2009

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
201110$0$0-
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-0---
201010$148,360$49,833-
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-0$148,360$49,833-
200913$326,419$49,367$16,456iApproximate average salary by contribution assumption: employee only about $411,392 at 4% or $274,261 at 6%; with 50% employer match about $274,261 at 4% or $182,841 at 6%; with 100% employer match about $205,696 at 4% or $137,131 at 6%.
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-3$326,419$49,367$16,456iApproximate average salary by contribution assumption: employee only about $411,392 at 4% or $274,261 at 6%; with 50% employer match about $274,261 at 4% or $182,841 at 6%; with 100% employer match about $205,696 at 4% or $137,131 at 6%.
200813$254,270$46,010$15,337iApproximate average salary by contribution assumption: employee only about $383,417 at 4% or $255,611 at 6%; with 50% employer match about $255,611 at 4% or $170,407 at 6%; with 100% employer match about $191,708 at 4% or $127,806 at 6%.
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-3$254,270$46,010$15,337iApproximate average salary by contribution assumption: employee only about $383,417 at 4% or $255,611 at 6%; with 50% employer match about $255,611 at 4% or $170,407 at 6%; with 100% employer match about $191,708 at 4% or $127,806 at 6%.
200714$0$0-
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-4---
200615$378,283$50,787$10,157iApproximate average salary by contribution assumption: employee only about $253,935 at 4% or $169,290 at 6%; with 50% employer match about $169,290 at 4% or $112,860 at 6%; with 100% employer match about $126,968 at 4% or $84,645 at 6%.
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-5$378,283$50,787$10,157iApproximate average salary by contribution assumption: employee only about $253,935 at 4% or $169,290 at 6%; with 50% employer match about $169,290 at 4% or $112,860 at 6%; with 100% employer match about $126,968 at 4% or $84,645 at 6%.
200515$401,345$60,943$12,189iApproximate average salary by contribution assumption: employee only about $304,715 at 4% or $203,143 at 6%; with 50% employer match about $203,143 at 4% or $135,429 at 6%; with 100% employer match about $152,358 at 4% or $101,572 at 6%.
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-5$401,345$60,943$12,189iApproximate average salary by contribution assumption: employee only about $304,715 at 4% or $203,143 at 6%; with 50% employer match about $203,143 at 4% or $135,429 at 6%; with 100% employer match about $152,358 at 4% or $101,572 at 6%.
200415$334,390$58,982$11,796iApproximate average salary by contribution assumption: employee only about $294,910 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,071 at 6%; with 100% employer match about $147,455 at 4% or $98,303 at 6%.
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-5$334,390$58,982$11,796iApproximate average salary by contribution assumption: employee only about $294,910 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,071 at 6%; with 100% employer match about $147,455 at 4% or $98,303 at 6%.
200316$263,882$42,129$7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%.
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-6$263,882$42,129$7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%.
200216$172,331$33,966$5,661iApproximate average salary by contribution assumption: employee only about $141,525 at 4% or $94,350 at 6%; with 50% employer match about $94,350 at 4% or $62,900 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%.
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-6$172,331$33,966$5,661iApproximate average salary by contribution assumption: employee only about $141,525 at 4% or $94,350 at 6%; with 50% employer match about $94,350 at 4% or $62,900 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%.
200017$0$0-
H. Daniel Roth Associates Inc. 401K Profit Sharing Plan-7---