Civic Intelligence

Rochester & Associates Inc

Plan context: Rochester & Associates Inc. 401K Plan

EIN 58-1148966 • Gainesville, GA • 28 filings • 4 plans

425 Oak Street, N.w.Gainesville, GA 30501
Current Snapshot

Latest Year

2021

2021 Participants

68

2021 Assets

$9,212,907

2021 Contributions

$419,155

Historical Graphs

Total Assets Over Time

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

$9,212,907$4,606,454$0199920112021YearValue
$9,212,907Latest year 2021

Participants Over Time

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

1991000199920102021YearValue
68Latest 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
2021168$9,212,907$419,155$6,164iApproximate average salary by contribution assumption: employee only about $154,101 at 4% or $102,734 at 6%; with 50% employer match about $102,734 at 4% or $68,489 at 6%; with 100% employer match about $77,051 at 4% or $51,367 at 6%.
Rochester & Associates Inc. 401K Plan-68$9,212,907$419,155$6,164iApproximate average salary by contribution assumption: employee only about $154,101 at 4% or $102,734 at 6%; with 50% employer match about $102,734 at 4% or $68,489 at 6%; with 100% employer match about $77,051 at 4% or $51,367 at 6%.
2020166$8,123,426$400,730$6,072iApproximate average salary by contribution assumption: employee only about $151,792 at 4% or $101,194 at 6%; with 50% employer match about $101,194 at 4% or $67,463 at 6%; with 100% employer match about $75,896 at 4% or $50,597 at 6%.
Rochester & Associates Inc. 401K Plan-66$8,123,426$400,730$6,072iApproximate average salary by contribution assumption: employee only about $151,792 at 4% or $101,194 at 6%; with 50% employer match about $101,194 at 4% or $67,463 at 6%; with 100% employer match about $75,896 at 4% or $50,597 at 6%.
2019168$6,822,082$391,697$5,760iApproximate average salary by contribution assumption: employee only about $144,006 at 4% or $96,004 at 6%; with 50% employer match about $96,004 at 4% or $64,003 at 6%; with 100% employer match about $72,003 at 4% or $48,002 at 6%.
Rochester & Associates Inc. 401K Plan-68$6,822,082$391,697$5,760iApproximate average salary by contribution assumption: employee only about $144,006 at 4% or $96,004 at 6%; with 50% employer match about $96,004 at 4% or $64,003 at 6%; with 100% employer match about $72,003 at 4% or $48,002 at 6%.
2018168$5,265,796$341,886$5,028iApproximate average salary by contribution assumption: employee only about $125,693 at 4% or $83,796 at 6%; with 50% employer match about $83,796 at 4% or $55,864 at 6%; with 100% employer match about $62,847 at 4% or $41,898 at 6%.
Rochester & Associates Inc. 401K Plan-68$5,265,796$341,886$5,028iApproximate average salary by contribution assumption: employee only about $125,693 at 4% or $83,796 at 6%; with 50% employer match about $83,796 at 4% or $55,864 at 6%; with 100% employer match about $62,847 at 4% or $41,898 at 6%.
2017169$5,716,489$283,562$4,110iApproximate average salary by contribution assumption: employee only about $102,740 at 4% or $68,493 at 6%; with 50% employer match about $68,493 at 4% or $45,662 at 6%; with 100% employer match about $51,370 at 4% or $34,247 at 6%.
Rochester & Associates Inc. 401K Plan-69$5,716,489$283,562$4,110iApproximate average salary by contribution assumption: employee only about $102,740 at 4% or $68,493 at 6%; with 50% employer match about $68,493 at 4% or $45,662 at 6%; with 100% employer match about $51,370 at 4% or $34,247 at 6%.
2016166$4,730,149$276,785$4,194iApproximate average salary by contribution assumption: employee only about $104,843 at 4% or $69,895 at 6%; with 50% employer match about $69,895 at 4% or $46,597 at 6%; with 100% employer match about $52,421 at 4% or $34,948 at 6%.
Rochester & Associates Inc. 401K Plan-66$4,730,149$276,785$4,194iApproximate average salary by contribution assumption: employee only about $104,843 at 4% or $69,895 at 6%; with 50% employer match about $69,895 at 4% or $46,597 at 6%; with 100% employer match about $52,421 at 4% or $34,948 at 6%.
2015140$4,141,137$253,936$6,348iApproximate average salary by contribution assumption: employee only about $158,710 at 4% or $105,807 at 6%; with 50% employer match about $105,807 at 4% or $70,538 at 6%; with 100% employer match about $79,355 at 4% or $52,903 at 6%.
Rochester & Associates Inc. 401K Plan-40$4,141,137$253,936$6,348iApproximate average salary by contribution assumption: employee only about $158,710 at 4% or $105,807 at 6%; with 50% employer match about $105,807 at 4% or $70,538 at 6%; with 100% employer match about $79,355 at 4% or $52,903 at 6%.
2014134$4,112,852$250,522$7,368iApproximate average salary by contribution assumption: employee only about $184,207 at 4% or $122,805 at 6%; with 50% employer match about $122,805 at 4% or $81,870 at 6%; with 100% employer match about $92,104 at 4% or $61,402 at 6%.
Rochester & Associates Inc. 401K Plan-34$4,112,852$250,522$7,368iApproximate average salary by contribution assumption: employee only about $184,207 at 4% or $122,805 at 6%; with 50% employer match about $122,805 at 4% or $81,870 at 6%; with 100% employer match about $92,104 at 4% or $61,402 at 6%.
2013130$4,028,897$125,803$4,193iApproximate average salary by contribution assumption: employee only about $104,836 at 4% or $69,891 at 6%; with 50% employer match about $69,891 at 4% or $46,594 at 6%; with 100% employer match about $52,418 at 4% or $34,945 at 6%.
Rochester & Associates Inc. 401K Plan-30$4,028,897$125,803$4,193iApproximate average salary by contribution assumption: employee only about $104,836 at 4% or $69,891 at 6%; with 50% employer match about $69,891 at 4% or $46,594 at 6%; with 100% employer match about $52,418 at 4% or $34,945 at 6%.
2012130$3,326,195$89,556$2,985iApproximate average salary by contribution assumption: employee only about $74,630 at 4% or $49,753 at 6%; with 50% employer match about $49,753 at 4% or $33,169 at 6%; with 100% employer match about $37,315 at 4% or $24,877 at 6%.
Rochester & Associates Inc. 401K Plan-30$3,326,195$89,556$2,985iApproximate average salary by contribution assumption: employee only about $74,630 at 4% or $49,753 at 6%; with 50% employer match about $49,753 at 4% or $33,169 at 6%; with 100% employer match about $37,315 at 4% or $24,877 at 6%.
2011130$3,156,371$74,836$2,495iApproximate average salary by contribution assumption: employee only about $62,363 at 4% or $41,576 at 6%; with 50% employer match about $41,576 at 4% or $27,717 at 6%; with 100% employer match about $31,182 at 4% or $20,788 at 6%.
Rochester & Associates Inc. 401K Plan-30$3,156,371$74,836$2,495iApproximate average salary by contribution assumption: employee only about $62,363 at 4% or $41,576 at 6%; with 50% employer match about $41,576 at 4% or $27,717 at 6%; with 100% employer match about $31,182 at 4% or $20,788 at 6%.
2010129$3,496,316$76,130$2,625iApproximate average salary by contribution assumption: employee only about $65,629 at 4% or $43,753 at 6%; with 50% employer match about $43,753 at 4% or $29,169 at 6%; with 100% employer match about $32,815 at 4% or $21,876 at 6%.
Rochester & Associates Inc. 401K Plan-29$3,496,316$76,130$2,625iApproximate average salary by contribution assumption: employee only about $65,629 at 4% or $43,753 at 6%; with 50% employer match about $43,753 at 4% or $29,169 at 6%; with 100% employer match about $32,815 at 4% or $21,876 at 6%.
2009138$3,315,435$93,330$2,456iApproximate average salary by contribution assumption: employee only about $61,401 at 4% or $40,934 at 6%; with 50% employer match about $40,934 at 4% or $27,289 at 6%; with 100% employer match about $30,701 at 4% or $20,467 at 6%.
Rochester & Associates Inc. 401K Plan-38$3,315,435$93,330$2,456iApproximate average salary by contribution assumption: employee only about $61,401 at 4% or $40,934 at 6%; with 50% employer match about $40,934 at 4% or $27,289 at 6%; with 100% employer match about $30,701 at 4% or $20,467 at 6%.
2008195$3,022,933$367,923$3,873iApproximate average salary by contribution assumption: employee only about $96,822 at 4% or $64,548 at 6%; with 50% employer match about $64,548 at 4% or $43,032 at 6%; with 100% employer match about $48,411 at 4% or $32,274 at 6%.
Rochester & Associates Inc. 401K Plan-95$3,022,933$367,923$3,873iApproximate average salary by contribution assumption: employee only about $96,822 at 4% or $64,548 at 6%; with 50% employer match about $64,548 at 4% or $43,032 at 6%; with 100% employer match about $48,411 at 4% or $32,274 at 6%.
2007292$4,953,550$682,551$7,419iApproximate average salary by contribution assumption: employee only about $185,476 at 4% or $123,651 at 6%; with 50% employer match about $123,651 at 4% or $82,434 at 6%; with 100% employer match about $92,738 at 4% or $61,825 at 6%.
Rochester & Associates Inc. 401K Plan-92$4,953,550$682,551$7,419iApproximate average salary by contribution assumption: employee only about $185,476 at 4% or $123,651 at 6%; with 50% employer match about $123,651 at 4% or $82,434 at 6%; with 100% employer match about $92,738 at 4% or $61,825 at 6%.
ROCHESTER & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN-75---
20062123$4,817,626$655,706$5,331iApproximate average salary by contribution assumption: employee only about $133,274 at 4% or $88,849 at 6%; with 50% employer match about $88,849 at 4% or $59,233 at 6%; with 100% employer match about $66,637 at 4% or $44,425 at 6%.
Rochester & Associates Inc. 401K Plan-123$4,817,626$655,706$5,331iApproximate average salary by contribution assumption: employee only about $133,274 at 4% or $88,849 at 6%; with 50% employer match about $88,849 at 4% or $59,233 at 6%; with 100% employer match about $66,637 at 4% or $44,425 at 6%.
ROCHESTER & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN-102---
20052156$4,034,050$524,420$3,362iApproximate average salary by contribution assumption: employee only about $84,042 at 4% or $56,028 at 6%; with 50% employer match about $56,028 at 4% or $37,352 at 6%; with 100% employer match about $42,021 at 4% or $28,014 at 6%.
Rochester & Associates Inc. 401K Plan-139$4,034,050$524,420$3,773iApproximate average salary by contribution assumption: employee only about $94,320 at 4% or $62,880 at 6%; with 50% employer match about $62,880 at 4% or $41,920 at 6%; with 100% employer match about $47,160 at 4% or $31,440 at 6%.
ROCHESTER & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN-156---
20042199$3,576,974$553,771$2,783iApproximate average salary by contribution assumption: employee only about $69,569 at 4% or $46,379 at 6%; with 50% employer match about $46,379 at 4% or $30,920 at 6%; with 100% employer match about $34,785 at 4% or $23,190 at 6%.
Rochester & Associates Inc. 401K Plan-199$3,576,974$553,771$2,783iApproximate average salary by contribution assumption: employee only about $69,569 at 4% or $46,379 at 6%; with 50% employer match about $46,379 at 4% or $30,920 at 6%; with 100% employer match about $34,785 at 4% or $23,190 at 6%.
ROCHESTER & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN-140---
20032156$2,947,062$513,370$3,291iApproximate average salary by contribution assumption: employee only about $82,271 at 4% or $54,847 at 6%; with 50% employer match about $54,847 at 4% or $36,565 at 6%; with 100% employer match about $41,135 at 4% or $27,424 at 6%.
Rochester & Associates Inc. 401K Plan-156$2,947,062$513,370$3,291iApproximate average salary by contribution assumption: employee only about $82,271 at 4% or $54,847 at 6%; with 50% employer match about $54,847 at 4% or $36,565 at 6%; with 100% employer match about $41,135 at 4% or $27,424 at 6%.
ROCHESTER & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN-138---
20021158$2,144,811$507,659$3,213iApproximate average salary by contribution assumption: employee only about $80,326 at 4% or $53,551 at 6%; with 50% employer match about $53,551 at 4% or $35,700 at 6%; with 100% employer match about $40,163 at 4% or $26,775 at 6%.
Rochester & Associates Inc. 401K Plan-158$2,144,811$507,659$3,213iApproximate average salary by contribution assumption: employee only about $80,326 at 4% or $53,551 at 6%; with 50% employer match about $53,551 at 4% or $35,700 at 6%; with 100% employer match about $40,163 at 4% or $26,775 at 6%.
20011145$2,257,599$446,474$3,079iApproximate average salary by contribution assumption: employee only about $76,978 at 4% or $51,319 at 6%; with 50% employer match about $51,319 at 4% or $34,213 at 6%; with 100% employer match about $38,489 at 4% or $25,659 at 6%.
Rochester & Associates Inc. 401K Plan-145$2,257,599$446,474$3,079iApproximate average salary by contribution assumption: employee only about $76,978 at 4% or $51,319 at 6%; with 50% employer match about $51,319 at 4% or $34,213 at 6%; with 100% employer match about $38,489 at 4% or $25,659 at 6%.
20001134$0$0-
Rochester & Associates Inc. 401K Plan-134---
19991116$2,315,600$339,140$2,924iApproximate average salary by contribution assumption: employee only about $73,091 at 4% or $48,727 at 6%; with 50% employer match about $48,727 at 4% or $32,485 at 6%; with 100% employer match about $36,545 at 4% or $24,364 at 6%.
Rochester & Associates Inc. 401K Plan-116$2,315,600$339,140$2,924iApproximate average salary by contribution assumption: employee only about $73,091 at 4% or $48,727 at 6%; with 50% employer match about $48,727 at 4% or $32,485 at 6%; with 100% employer match about $36,545 at 4% or $24,364 at 6%.