Civic Intelligence

Roth & Associates Inc.

Plan context: Roth & Associates Inc. Profit Sharing Trust

EIN 58-2116609 • Atlanta, GA • 17 filings • 2 plans

180 Helmsley Dr.Atlanta, GA 30327
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,230,253

2015 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$1,230,253$615,127$0199920062014YearValue
$1,230,253Latest year 2014

Participants Over Time

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

320199920062014YearValue
2Latest year 2014

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
201510$0$0-
Roth & Associates Inc. Profit Sharing Trust-0$0$0-
201412$1,230,253$0-
Roth & Associates Inc. Profit Sharing Trust-2$1,230,253$0-
201312$1,174,627$0-
Roth & Associates Inc. Profit Sharing Trust-2$1,174,627$0-
201213$963,625$0-
Roth & Associates Inc. Profit Sharing Trust-3$963,625$0-
201113$848,442$0-
Roth & Associates Inc. Profit Sharing Trust-3$848,442--
201013$899,910$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Roth & Associates Inc. Profit Sharing Trust-3$899,910$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200913$736,055$49,518$16,506iApproximate average salary by contribution assumption: employee only about $412,650 at 4% or $275,100 at 6%; with 50% employer match about $275,100 at 4% or $183,400 at 6%; with 100% employer match about $206,325 at 4% or $137,550 at 6%.
Roth & Associates Inc. Profit Sharing Trust-3$736,055$49,518$16,506iApproximate average salary by contribution assumption: employee only about $412,650 at 4% or $275,100 at 6%; with 50% employer match about $275,100 at 4% or $183,400 at 6%; with 100% employer match about $206,325 at 4% or $137,550 at 6%.
200810$610,329$40,000-
Roth & Associates Inc. Profit Sharing Trust-0$610,329$40,000-
200712$0$0-
Roth & Associates Inc. Profit Sharing Trust-2---
200611$755,652$44,886$44,886iApproximate average salary by contribution assumption: employee only about $1,122,150 at 4% or $748,100 at 6%; with 50% employer match about $748,100 at 4% or $498,733 at 6%; with 100% employer match about $561,075 at 4% or $374,050 at 6%.
Roth & Associates Inc. Profit Sharing Trust-1$755,652$44,886$44,886iApproximate average salary by contribution assumption: employee only about $1,122,150 at 4% or $748,100 at 6%; with 50% employer match about $748,100 at 4% or $498,733 at 6%; with 100% employer match about $561,075 at 4% or $374,050 at 6%.
200511$619,372$40,873$40,873iApproximate average salary by contribution assumption: employee only about $1,021,825 at 4% or $681,217 at 6%; with 50% employer match about $681,217 at 4% or $454,144 at 6%; with 100% employer match about $510,913 at 4% or $340,608 at 6%.
Roth & Associates Inc. Profit Sharing Trust-1$619,372$40,873$40,873iApproximate average salary by contribution assumption: employee only about $1,021,825 at 4% or $681,217 at 6%; with 50% employer match about $681,217 at 4% or $454,144 at 6%; with 100% employer match about $510,913 at 4% or $340,608 at 6%.
200411$538,670$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Roth & Associates Inc. Profit Sharing Trust-1$538,670$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200311$441,731$36,996$36,996iApproximate average salary by contribution assumption: employee only about $924,900 at 4% or $616,600 at 6%; with 50% employer match about $616,600 at 4% or $411,067 at 6%; with 100% employer match about $462,450 at 4% or $308,300 at 6%.
Roth & Associates Inc. Profit Sharing Trust-1$441,731$36,996$36,996iApproximate average salary by contribution assumption: employee only about $924,900 at 4% or $616,600 at 6%; with 50% employer match about $616,600 at 4% or $411,067 at 6%; with 100% employer match about $462,450 at 4% or $308,300 at 6%.
200212$315,712$41,069$20,535iApproximate average salary by contribution assumption: employee only about $513,363 at 4% or $342,242 at 6%; with 50% employer match about $342,242 at 4% or $228,161 at 6%; with 100% employer match about $256,681 at 4% or $171,121 at 6%.
Roth & Associates Inc. Profit Sharing Trust-2$315,712$41,069$20,535iApproximate average salary by contribution assumption: employee only about $513,363 at 4% or $342,242 at 6%; with 50% employer match about $342,242 at 4% or $228,161 at 6%; with 100% employer match about $256,681 at 4% or $171,121 at 6%.
200112$363,637$33,513$16,757iApproximate average salary by contribution assumption: employee only about $418,913 at 4% or $279,275 at 6%; with 50% employer match about $279,275 at 4% or $186,183 at 6%; with 100% employer match about $209,456 at 4% or $139,638 at 6%.
Roth & Associates Inc. Profit Sharing Trust-2$363,637$33,513$16,757iApproximate average salary by contribution assumption: employee only about $418,913 at 4% or $279,275 at 6%; with 50% employer match about $279,275 at 4% or $186,183 at 6%; with 100% employer match about $209,456 at 4% or $139,638 at 6%.
200012$371,783$32,737$16,369iApproximate average salary by contribution assumption: employee only about $409,213 at 4% or $272,808 at 6%; with 50% employer match about $272,808 at 4% or $181,872 at 6%; with 100% employer match about $204,606 at 4% or $136,404 at 6%.
Roth & Associates Inc. Profit Sharing Trust-2$371,783$32,737$16,369iApproximate average salary by contribution assumption: employee only about $409,213 at 4% or $272,808 at 6%; with 50% employer match about $272,808 at 4% or $181,872 at 6%; with 100% employer match about $204,606 at 4% or $136,404 at 6%.
199912$375,107$29,886$14,943iApproximate average salary by contribution assumption: employee only about $373,575 at 4% or $249,050 at 6%; with 50% employer match about $249,050 at 4% or $166,033 at 6%; with 100% employer match about $186,788 at 4% or $124,525 at 6%.
Roth & Associates Inc. Profit Sharing Trust-2$375,107$29,886$14,943iApproximate average salary by contribution assumption: employee only about $373,575 at 4% or $249,050 at 6%; with 50% employer match about $249,050 at 4% or $166,033 at 6%; with 100% employer match about $186,788 at 4% or $124,525 at 6%.