Civic Intelligence

Roca & Sharpe, P.A.

Plan context: Roca & Sharpe, P.A. 401K Plan

EIN 52-2081424 • West Palm Beach, FL • 23 filings • 4 plans

707 N Flagler DrWest Palm Beach, FL 33401-4008
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$183,647

2022 Contributions

$7,009

Historical Graphs

Total Assets Over Time

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

$958,018$479,009$0199920132021YearValue
$183,647Latest year 2021

Participants Over Time

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

1160199920112021YearValue
3Latest year 2021

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
202210$0$0-
Roca & Sharpe, P.A. 401K Plan-0$0--
202113$183,647$7,009$2,336iApproximate average salary by contribution assumption: employee only about $58,408 at 4% or $38,939 at 6%; with 50% employer match about $38,939 at 4% or $25,959 at 6%; with 100% employer match about $29,204 at 4% or $19,469 at 6%.
Roca & Sharpe, P.A. 401K Plan-3$183,647$7,009$2,336iApproximate average salary by contribution assumption: employee only about $58,408 at 4% or $38,939 at 6%; with 50% employer match about $38,939 at 4% or $25,959 at 6%; with 100% employer match about $29,204 at 4% or $19,469 at 6%.
202013$154,724$7,478$2,493iApproximate average salary by contribution assumption: employee only about $62,317 at 4% or $41,544 at 6%; with 50% employer match about $41,544 at 4% or $27,696 at 6%; with 100% employer match about $31,158 at 4% or $20,772 at 6%.
Roca & Sharpe, P.A. 401K Plan-3$154,724$7,478$2,493iApproximate average salary by contribution assumption: employee only about $62,317 at 4% or $41,544 at 6%; with 50% employer match about $41,544 at 4% or $27,696 at 6%; with 100% employer match about $31,158 at 4% or $20,772 at 6%.
201914$348,188$29,663$7,416iApproximate average salary by contribution assumption: employee only about $185,394 at 4% or $123,596 at 6%; with 50% employer match about $123,596 at 4% or $82,397 at 6%; with 100% employer match about $92,697 at 4% or $61,798 at 6%.
Roca & Sharpe, P.A. 401K Plan-4$348,188$29,663$7,416iApproximate average salary by contribution assumption: employee only about $185,394 at 4% or $123,596 at 6%; with 50% employer match about $123,596 at 4% or $82,397 at 6%; with 100% employer match about $92,697 at 4% or $61,798 at 6%.
201813$266,197$22,708$7,569iApproximate average salary by contribution assumption: employee only about $189,233 at 4% or $126,156 at 6%; with 50% employer match about $126,156 at 4% or $84,104 at 6%; with 100% employer match about $94,617 at 4% or $63,078 at 6%.
Roca & Sharpe, P.A. 401K Plan-3$266,197$22,708$7,569iApproximate average salary by contribution assumption: employee only about $189,233 at 4% or $126,156 at 6%; with 50% employer match about $126,156 at 4% or $84,104 at 6%; with 100% employer match about $94,617 at 4% or $63,078 at 6%.
201713$354,481$41,935$13,978iApproximate average salary by contribution assumption: employee only about $349,458 at 4% or $232,972 at 6%; with 50% employer match about $232,972 at 4% or $155,315 at 6%; with 100% employer match about $174,729 at 4% or $116,486 at 6%.
Roca & Sharpe, P.A. 401K Plan-3$354,481$41,935$13,978iApproximate average salary by contribution assumption: employee only about $349,458 at 4% or $232,972 at 6%; with 50% employer match about $232,972 at 4% or $155,315 at 6%; with 100% employer match about $174,729 at 4% or $116,486 at 6%.
201613$672,887$44,349$14,783iApproximate average salary by contribution assumption: employee only about $369,575 at 4% or $246,383 at 6%; with 50% employer match about $246,383 at 4% or $164,256 at 6%; with 100% employer match about $184,788 at 4% or $123,192 at 6%.
Roca & Sharpe, P.A. 401K Plan-3$672,887$44,349$14,783iApproximate average salary by contribution assumption: employee only about $369,575 at 4% or $246,383 at 6%; with 50% employer match about $246,383 at 4% or $164,256 at 6%; with 100% employer match about $184,788 at 4% or $123,192 at 6%.
201517$711,337$38,167$5,452iApproximate average salary by contribution assumption: employee only about $136,311 at 4% or $90,874 at 6%; with 50% employer match about $90,874 at 4% or $60,583 at 6%; with 100% employer match about $68,155 at 4% or $45,437 at 6%.
Roca & Sharpe, P.A. 401K Plan-7$711,337$38,167$5,452iApproximate average salary by contribution assumption: employee only about $136,311 at 4% or $90,874 at 6%; with 50% employer match about $90,874 at 4% or $60,583 at 6%; with 100% employer match about $68,155 at 4% or $45,437 at 6%.
201419$914,561$41,578$4,620iApproximate average salary by contribution assumption: employee only about $115,494 at 4% or $76,996 at 6%; with 50% employer match about $76,996 at 4% or $51,331 at 6%; with 100% employer match about $57,747 at 4% or $38,498 at 6%.
Roca & Sharpe, P.A. 401K Plan-9$914,561$41,578$4,620iApproximate average salary by contribution assumption: employee only about $115,494 at 4% or $76,996 at 6%; with 50% employer match about $76,996 at 4% or $51,331 at 6%; with 100% employer match about $57,747 at 4% or $38,498 at 6%.
201319$958,018$39,483$4,387iApproximate average salary by contribution assumption: employee only about $109,675 at 4% or $73,117 at 6%; with 50% employer match about $73,117 at 4% or $48,744 at 6%; with 100% employer match about $54,838 at 4% or $36,558 at 6%.
Roca & Sharpe, P.A. 401K Plan-9$958,018$39,483$4,387iApproximate average salary by contribution assumption: employee only about $109,675 at 4% or $73,117 at 6%; with 50% employer match about $73,117 at 4% or $48,744 at 6%; with 100% employer match about $54,838 at 4% or $36,558 at 6%.
2012110$717,166$42,943$4,294iApproximate average salary by contribution assumption: employee only about $107,358 at 4% or $71,572 at 6%; with 50% employer match about $71,572 at 4% or $47,714 at 6%; with 100% employer match about $53,679 at 4% or $35,786 at 6%.
Roca & Sharpe, P.A. 401K Plan-10$717,166$42,943$4,294iApproximate average salary by contribution assumption: employee only about $107,358 at 4% or $71,572 at 6%; with 50% employer match about $71,572 at 4% or $47,714 at 6%; with 100% employer match about $53,679 at 4% or $35,786 at 6%.
201115$739,814$45,765$9,153iApproximate average salary by contribution assumption: employee only about $228,825 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,413 at 4% or $76,275 at 6%.
Roca & Sharpe, P.A. 401K Plan-5$739,814$45,765$9,153iApproximate average salary by contribution assumption: employee only about $228,825 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,413 at 4% or $76,275 at 6%.
201015$730,998$50,300$10,060iApproximate average salary by contribution assumption: employee only about $251,500 at 4% or $167,667 at 6%; with 50% employer match about $167,667 at 4% or $111,778 at 6%; with 100% employer match about $125,750 at 4% or $83,833 at 6%.
Roca & Sharpe, P.A. 401K Plan-5$730,998$50,300$10,060iApproximate average salary by contribution assumption: employee only about $251,500 at 4% or $167,667 at 6%; with 50% employer match about $167,667 at 4% or $111,778 at 6%; with 100% employer match about $125,750 at 4% or $83,833 at 6%.
200913$608,940$42,582$14,194iApproximate average salary by contribution assumption: employee only about $354,850 at 4% or $236,567 at 6%; with 50% employer match about $236,567 at 4% or $157,711 at 6%; with 100% employer match about $177,425 at 4% or $118,283 at 6%.
Roca & Sharpe, P.A. 401K Plan-3$608,940$42,582$14,194iApproximate average salary by contribution assumption: employee only about $354,850 at 4% or $236,567 at 6%; with 50% employer match about $236,567 at 4% or $157,711 at 6%; with 100% employer match about $177,425 at 4% or $118,283 at 6%.
200812$0$0-
Roca & Sharpe, P.A. 401K Plan-2---
200711$0$0-
Roca & Sharpe, P.A. 401K Plan-1---
200613$650,862$33,398$11,133iApproximate average salary by contribution assumption: employee only about $278,317 at 4% or $185,544 at 6%; with 50% employer match about $185,544 at 4% or $123,696 at 6%; with 100% employer match about $139,158 at 4% or $92,772 at 6%.
Roca & Sharpe, P.A. 401K Plan-3$650,862$33,398$11,133iApproximate average salary by contribution assumption: employee only about $278,317 at 4% or $185,544 at 6%; with 50% employer match about $185,544 at 4% or $123,696 at 6%; with 100% employer match about $139,158 at 4% or $92,772 at 6%.
2004111$783,918$76,579$6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,029 at 6%; with 50% employer match about $116,029 at 4% or $77,353 at 6%; with 100% employer match about $87,022 at 4% or $58,014 at 6%.
Roca & Sharpe, P.A. 401K Plan-11$783,918$76,579$6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,029 at 6%; with 50% employer match about $116,029 at 4% or $77,353 at 6%; with 100% employer match about $87,022 at 4% or $58,014 at 6%.
200317$0$0-
Roca & Sharpe, P.A. 401K Plan-7---
200217$437,849$92,952$13,279iApproximate average salary by contribution assumption: employee only about $331,971 at 4% or $221,314 at 6%; with 50% employer match about $221,314 at 4% or $147,543 at 6%; with 100% employer match about $165,986 at 4% or $110,657 at 6%.
Roca & Sharpe, P.A. 401K Plan-7$437,849$92,952$13,279iApproximate average salary by contribution assumption: employee only about $331,971 at 4% or $221,314 at 6%; with 50% employer match about $221,314 at 4% or $147,543 at 6%; with 100% employer match about $165,986 at 4% or $110,657 at 6%.
200118$0$0-
Roca & Sharpe, P.A. 401K Plan-8---
200017$697,275$89,884$12,841iApproximate average salary by contribution assumption: employee only about $321,014 at 4% or $214,010 at 6%; with 50% employer match about $214,010 at 4% or $142,673 at 6%; with 100% employer match about $160,507 at 4% or $107,005 at 6%.
Roca & Sharpe, P.A. 401K Plan-7$697,275$89,884$12,841iApproximate average salary by contribution assumption: employee only about $321,014 at 4% or $214,010 at 6%; with 50% employer match about $214,010 at 4% or $142,673 at 6%; with 100% employer match about $160,507 at 4% or $107,005 at 6%.
199917$695,864$71,444$10,206iApproximate average salary by contribution assumption: employee only about $255,157 at 4% or $170,105 at 6%; with 50% employer match about $170,105 at 4% or $113,403 at 6%; with 100% employer match about $127,579 at 4% or $85,052 at 6%.
Roca & Sharpe, P.A. 401K Plan-7$695,864$71,444$10,206iApproximate average salary by contribution assumption: employee only about $255,157 at 4% or $170,105 at 6%; with 50% employer match about $170,105 at 4% or $113,403 at 6%; with 100% employer match about $127,579 at 4% or $85,052 at 6%.