Civic Intelligence

The Auditing Roundtable

Plan context: The Auditing Roundtable 401(K)/Profit Sharing Plan

EIN 52-1748608 • Scottsdale, AZ • 4 filings • 3 plans

14747 N Northsight BlvdSuite 111 311Scottsdale, AZ 85260
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$203,812

2015 Contributions

$18,000

Historical Graphs

Total Assets Over Time

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

$203,812$101,906$0201220142015YearValue
$203,812Latest year 2015

Participants Over Time

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

110201220142015YearValue
1Latest year 2015

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
201511$203,812$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
The Auditing Roundtable 401(K)/Profit Sharing Plan-1$203,812$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201411$187,203$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
The Auditing Roundtable 401(K)/Profit Sharing Plan-1$187,203$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201311$159,867$17,975$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.
The Auditing Roundtable 401(K)/Profit Sharing Plan-1$159,867$17,975$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.
201211$120,313$17,657$17,657iApproximate average salary by contribution assumption: employee only about $441,425 at 4% or $294,283 at 6%; with 50% employer match about $294,283 at 4% or $196,189 at 6%; with 100% employer match about $220,713 at 4% or $147,142 at 6%.
The Auditing Roundtable 401(K)/Profit Sharing Plan-1$120,313$17,657$17,657iApproximate average salary by contribution assumption: employee only about $441,425 at 4% or $294,283 at 6%; with 50% employer match about $294,283 at 4% or $196,189 at 6%; with 100% employer match about $220,713 at 4% or $147,142 at 6%.