Jeffrey S. Roeder, DMD, Pa
Plan context: Jeffrey S. Roeder, DMD, Pa 401(K) Plan
EIN 56-1846900 • Asheville, NC • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$4,936,937
2024 Contributions
$132,990
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $4,936,937 | $132,990 | $8,866iApproximate average salary by contribution assumption: employee only about $221,650 at 4% or $147,767 at 6%; with 50% employer match about $147,767 at 4% or $98,511 at 6%; with 100% employer match about $110,825 at 4% or $73,883 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 15 | $4,936,937 | $132,990 | $8,866iApproximate average salary by contribution assumption: employee only about $221,650 at 4% or $147,767 at 6%; with 50% employer match about $147,767 at 4% or $98,511 at 6%; with 100% employer match about $110,825 at 4% or $73,883 at 6%. |
| 2023 | 1 | 15 | $4,564,388 | $140,393 | $9,360iApproximate average salary by contribution assumption: employee only about $233,988 at 4% or $155,992 at 6%; with 50% employer match about $155,992 at 4% or $103,995 at 6%; with 100% employer match about $116,994 at 4% or $77,996 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 15 | $4,564,388 | $140,393 | $9,360iApproximate average salary by contribution assumption: employee only about $233,988 at 4% or $155,992 at 6%; with 50% employer match about $155,992 at 4% or $103,995 at 6%; with 100% employer match about $116,994 at 4% or $77,996 at 6%. |
| 2022 | 1 | 14 | $4,003,114 | $129,056 | $9,218iApproximate average salary by contribution assumption: employee only about $230,457 at 4% or $153,638 at 6%; with 50% employer match about $153,638 at 4% or $102,425 at 6%; with 100% employer match about $115,229 at 4% or $76,819 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 14 | $4,003,114 | $129,056 | $9,218iApproximate average salary by contribution assumption: employee only about $230,457 at 4% or $153,638 at 6%; with 50% employer match about $153,638 at 4% or $102,425 at 6%; with 100% employer match about $115,229 at 4% or $76,819 at 6%. |
| 2021 | 1 | 14 | $4,248,746 | $111,588 | $7,971iApproximate average salary by contribution assumption: employee only about $199,264 at 4% or $132,843 at 6%; with 50% employer match about $132,843 at 4% or $88,562 at 6%; with 100% employer match about $99,632 at 4% or $66,421 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 14 | $4,248,746 | $111,588 | $7,971iApproximate average salary by contribution assumption: employee only about $199,264 at 4% or $132,843 at 6%; with 50% employer match about $132,843 at 4% or $88,562 at 6%; with 100% employer match about $99,632 at 4% or $66,421 at 6%. |
| 2020 | 1 | 14 | $3,570,494 | $128,245 | $9,160iApproximate average salary by contribution assumption: employee only about $229,009 at 4% or $152,673 at 6%; with 50% employer match about $152,673 at 4% or $101,782 at 6%; with 100% employer match about $114,504 at 4% or $76,336 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 14 | $3,570,494 | $128,245 | $9,160iApproximate average salary by contribution assumption: employee only about $229,009 at 4% or $152,673 at 6%; with 50% employer match about $152,673 at 4% or $101,782 at 6%; with 100% employer match about $114,504 at 4% or $76,336 at 6%. |
| 2019 | 1 | 12 | $2,782,299 | $123,892 | $10,324iApproximate average salary by contribution assumption: employee only about $258,108 at 4% or $172,072 at 6%; with 50% employer match about $172,072 at 4% or $114,715 at 6%; with 100% employer match about $129,054 at 4% or $86,036 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 12 | $2,782,299 | $123,892 | $10,324iApproximate average salary by contribution assumption: employee only about $258,108 at 4% or $172,072 at 6%; with 50% employer match about $172,072 at 4% or $114,715 at 6%; with 100% employer match about $129,054 at 4% or $86,036 at 6%. |
| 2018 | 1 | 14 | $2,228,738 | $126,795 | $9,057iApproximate average salary by contribution assumption: employee only about $226,420 at 4% or $150,946 at 6%; with 50% employer match about $150,946 at 4% or $100,631 at 6%; with 100% employer match about $113,210 at 4% or $75,473 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 14 | $2,228,738 | $126,795 | $9,057iApproximate average salary by contribution assumption: employee only about $226,420 at 4% or $150,946 at 6%; with 50% employer match about $150,946 at 4% or $100,631 at 6%; with 100% employer match about $113,210 at 4% or $75,473 at 6%. |
| 2017 | 1 | 13 | $2,287,526 | $115,088 | $8,853iApproximate average salary by contribution assumption: employee only about $221,323 at 4% or $147,549 at 6%; with 50% employer match about $147,549 at 4% or $98,366 at 6%; with 100% employer match about $110,662 at 4% or $73,774 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 13 | $2,287,526 | $115,088 | $8,853iApproximate average salary by contribution assumption: employee only about $221,323 at 4% or $147,549 at 6%; with 50% employer match about $147,549 at 4% or $98,366 at 6%; with 100% employer match about $110,662 at 4% or $73,774 at 6%. |
| 2016 | 1 | 13 | $1,803,333 | $165,421 | $12,725iApproximate average salary by contribution assumption: employee only about $318,117 at 4% or $212,078 at 6%; with 50% employer match about $212,078 at 4% or $141,385 at 6%; with 100% employer match about $159,059 at 4% or $106,039 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 13 | $1,803,333 | $165,421 | $12,725iApproximate average salary by contribution assumption: employee only about $318,117 at 4% or $212,078 at 6%; with 50% employer match about $212,078 at 4% or $141,385 at 6%; with 100% employer match about $159,059 at 4% or $106,039 at 6%. |
| 2015 | 1 | 13 | $1,540,950 | $112,063 | $8,620iApproximate average salary by contribution assumption: employee only about $215,506 at 4% or $143,671 at 6%; with 50% employer match about $143,671 at 4% or $95,780 at 6%; with 100% employer match about $107,753 at 4% or $71,835 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 13 | $1,540,950 | $112,063 | $8,620iApproximate average salary by contribution assumption: employee only about $215,506 at 4% or $143,671 at 6%; with 50% employer match about $143,671 at 4% or $95,780 at 6%; with 100% employer match about $107,753 at 4% or $71,835 at 6%. |
| 2014 | 1 | 12 | $1,515,986 | $83,713 | $6,976iApproximate average salary by contribution assumption: employee only about $174,402 at 4% or $116,268 at 6%; with 50% employer match about $116,268 at 4% or $77,512 at 6%; with 100% employer match about $87,201 at 4% or $58,134 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 12 | $1,515,986 | $83,713 | $6,976iApproximate average salary by contribution assumption: employee only about $174,402 at 4% or $116,268 at 6%; with 50% employer match about $116,268 at 4% or $77,512 at 6%; with 100% employer match about $87,201 at 4% or $58,134 at 6%. |
| 2013 | 1 | 11 | $1,366,880 | $84,710 | $7,701iApproximate average salary by contribution assumption: employee only about $192,523 at 4% or $128,348 at 6%; with 50% employer match about $128,348 at 4% or $85,566 at 6%; with 100% employer match about $96,261 at 4% or $64,174 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 11 | $1,366,880 | $84,710 | $7,701iApproximate average salary by contribution assumption: employee only about $192,523 at 4% or $128,348 at 6%; with 50% employer match about $128,348 at 4% or $85,566 at 6%; with 100% employer match about $96,261 at 4% or $64,174 at 6%. |
| 2012 | 1 | 13 | $1,108,642 | $112,174 | $8,629iApproximate average salary by contribution assumption: employee only about $215,719 at 4% or $143,813 at 6%; with 50% employer match about $143,813 at 4% or $95,875 at 6%; with 100% employer match about $107,860 at 4% or $71,906 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 13 | $1,108,642 | $112,174 | $8,629iApproximate average salary by contribution assumption: employee only about $215,719 at 4% or $143,813 at 6%; with 50% employer match about $143,813 at 4% or $95,875 at 6%; with 100% employer match about $107,860 at 4% or $71,906 at 6%. |
| 2011 | 1 | 12 | $910,364 | $107,188 | $8,932iApproximate average salary by contribution assumption: employee only about $223,308 at 4% or $148,872 at 6%; with 50% employer match about $148,872 at 4% or $99,248 at 6%; with 100% employer match about $111,654 at 4% or $74,436 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 12 | $910,364 | $107,188 | $8,932iApproximate average salary by contribution assumption: employee only about $223,308 at 4% or $148,872 at 6%; with 50% employer match about $148,872 at 4% or $99,248 at 6%; with 100% employer match about $111,654 at 4% or $74,436 at 6%. |
| 2010 | 1 | 12 | $934,792 | $107,549 | $8,962iApproximate average salary by contribution assumption: employee only about $224,060 at 4% or $149,374 at 6%; with 50% employer match about $149,374 at 4% or $99,582 at 6%; with 100% employer match about $112,030 at 4% or $74,687 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 12 | $934,792 | $107,549 | $8,962iApproximate average salary by contribution assumption: employee only about $224,060 at 4% or $149,374 at 6%; with 50% employer match about $149,374 at 4% or $99,582 at 6%; with 100% employer match about $112,030 at 4% or $74,687 at 6%. |
| 2009 | 1 | 13 | $747,481 | $79,140 | $6,088iApproximate average salary by contribution assumption: employee only about $152,192 at 4% or $101,462 at 6%; with 50% employer match about $101,462 at 4% or $67,641 at 6%; with 100% employer match about $76,096 at 4% or $50,731 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 13 | $747,481 | $79,140 | $6,088iApproximate average salary by contribution assumption: employee only about $152,192 at 4% or $101,462 at 6%; with 50% employer match about $101,462 at 4% or $67,641 at 6%; with 100% employer match about $76,096 at 4% or $50,731 at 6%. |
| 2008 | 1 | 13 | $518,970 | $98,842 | $7,603iApproximate average salary by contribution assumption: employee only about $190,081 at 4% or $126,721 at 6%; with 50% employer match about $126,721 at 4% or $84,480 at 6%; with 100% employer match about $95,040 at 4% or $63,360 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 13 | $518,970 | $98,842 | $7,603iApproximate average salary by contribution assumption: employee only about $190,081 at 4% or $126,721 at 6%; with 50% employer match about $126,721 at 4% or $84,480 at 6%; with 100% employer match about $95,040 at 4% or $63,360 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 13 | - | - | - |
| 2006 | 1 | 11 | $542,009 | $62,907 | $5,719iApproximate average salary by contribution assumption: employee only about $142,970 at 4% or $95,314 at 6%; with 50% employer match about $95,314 at 4% or $63,542 at 6%; with 100% employer match about $71,485 at 4% or $47,657 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 11 | $542,009 | $62,907 | $5,719iApproximate average salary by contribution assumption: employee only about $142,970 at 4% or $95,314 at 6%; with 50% employer match about $95,314 at 4% or $63,542 at 6%; with 100% employer match about $71,485 at 4% or $47,657 at 6%. |
| 2005 | 1 | 11 | $443,487 | $62,768 | $5,706iApproximate average salary by contribution assumption: employee only about $142,655 at 4% or $95,103 at 6%; with 50% employer match about $95,103 at 4% or $63,402 at 6%; with 100% employer match about $71,327 at 4% or $47,552 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 11 | $443,487 | $62,768 | $5,706iApproximate average salary by contribution assumption: employee only about $142,655 at 4% or $95,103 at 6%; with 50% employer match about $95,103 at 4% or $63,402 at 6%; with 100% employer match about $71,327 at 4% or $47,552 at 6%. |
| 2004 | 1 | 9 | $371,356 | $60,636 | $6,737iApproximate average salary by contribution assumption: employee only about $168,433 at 4% or $112,289 at 6%; with 50% employer match about $112,289 at 4% or $74,859 at 6%; with 100% employer match about $84,217 at 4% or $56,144 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 9 | $371,356 | $60,636 | $6,737iApproximate average salary by contribution assumption: employee only about $168,433 at 4% or $112,289 at 6%; with 50% employer match about $112,289 at 4% or $74,859 at 6%; with 100% employer match about $84,217 at 4% or $56,144 at 6%. |
| 2003 | 1 | 7 | $290,158 | $50,497 | $7,214iApproximate average salary by contribution assumption: employee only about $180,346 at 4% or $120,231 at 6%; with 50% employer match about $120,231 at 4% or $80,154 at 6%; with 100% employer match about $90,173 at 4% or $60,115 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 7 | $290,158 | $50,497 | $7,214iApproximate average salary by contribution assumption: employee only about $180,346 at 4% or $120,231 at 6%; with 50% employer match about $120,231 at 4% or $80,154 at 6%; with 100% employer match about $90,173 at 4% or $60,115 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 6 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $180,497 | $38,837 | $6,473iApproximate average salary by contribution assumption: employee only about $161,821 at 4% or $107,881 at 6%; with 50% employer match about $107,881 at 4% or $71,920 at 6%; with 100% employer match about $80,910 at 4% or $53,940 at 6%. |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 6 | $180,497 | $38,837 | $6,473iApproximate average salary by contribution assumption: employee only about $161,821 at 4% or $107,881 at 6%; with 50% employer match about $107,881 at 4% or $71,920 at 6%; with 100% employer match about $80,910 at 4% or $53,940 at 6%. |
| 1999 | 1 | 5 | $0 | $0 | - |
| Jeffrey S. Roeder, DMD, Pa 401(K) Plan | - | 5 | - | - | - |