Civic Intelligence

Mock Roos & Associates Inc.

Plan context: MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN

EIN 59-0878800 • West Palm Beach, FL • 27 filings • 7 plans

5720 Corporate WayWest Palm Beach, FL 33407
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$7,385,645

2024 Contributions

$404,989

Historical Graphs

Total Assets Over Time

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

$16,363,280$8,181,640$0199920122024YearValue
$7,385,645Latest year 2024

Participants Over Time

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

54270199920122024YearValue
30Latest year 2024

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
2024130$7,385,645$404,989$13,500iApproximate average salary by contribution assumption: employee only about $337,491 at 4% or $224,994 at 6%; with 50% employer match about $224,994 at 4% or $149,996 at 6%; with 100% employer match about $168,745 at 4% or $112,497 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-30$7,385,645$404,989$13,500iApproximate average salary by contribution assumption: employee only about $337,491 at 4% or $224,994 at 6%; with 50% employer match about $224,994 at 4% or $149,996 at 6%; with 100% employer match about $168,745 at 4% or $112,497 at 6%.
2023130$6,139,644$337,082$11,236iApproximate average salary by contribution assumption: employee only about $280,902 at 4% or $187,268 at 6%; with 50% employer match about $187,268 at 4% or $124,845 at 6%; with 100% employer match about $140,451 at 4% or $93,634 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-30$6,139,644$337,082$11,236iApproximate average salary by contribution assumption: employee only about $280,902 at 4% or $187,268 at 6%; with 50% employer match about $187,268 at 4% or $124,845 at 6%; with 100% employer match about $140,451 at 4% or $93,634 at 6%.
2022128$6,441,029$339,180$12,114iApproximate average salary by contribution assumption: employee only about $302,839 at 4% or $201,893 at 6%; with 50% employer match about $201,893 at 4% or $134,595 at 6%; with 100% employer match about $151,420 at 4% or $100,946 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-28$6,441,029$339,180$12,114iApproximate average salary by contribution assumption: employee only about $302,839 at 4% or $201,893 at 6%; with 50% employer match about $201,893 at 4% or $134,595 at 6%; with 100% employer match about $151,420 at 4% or $100,946 at 6%.
2021128$7,984,229$341,233$12,187iApproximate average salary by contribution assumption: employee only about $304,672 at 4% or $203,115 at 6%; with 50% employer match about $203,115 at 4% or $135,410 at 6%; with 100% employer match about $152,336 at 4% or $101,557 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-28$7,984,229$341,233$12,187iApproximate average salary by contribution assumption: employee only about $304,672 at 4% or $203,115 at 6%; with 50% employer match about $203,115 at 4% or $135,410 at 6%; with 100% employer match about $152,336 at 4% or $101,557 at 6%.
2020129$7,236,828$341,393$11,772iApproximate average salary by contribution assumption: employee only about $294,304 at 4% or $196,203 at 6%; with 50% employer match about $196,203 at 4% or $130,802 at 6%; with 100% employer match about $147,152 at 4% or $98,101 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-29$7,236,828$341,393$11,772iApproximate average salary by contribution assumption: employee only about $294,304 at 4% or $196,203 at 6%; with 50% employer match about $196,203 at 4% or $130,802 at 6%; with 100% employer match about $147,152 at 4% or $98,101 at 6%.
2019127$6,655,071$308,743$11,435iApproximate average salary by contribution assumption: employee only about $285,873 at 4% or $190,582 at 6%; with 50% employer match about $190,582 at 4% or $127,055 at 6%; with 100% employer match about $142,937 at 4% or $95,291 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-27$6,655,071$308,743$11,435iApproximate average salary by contribution assumption: employee only about $285,873 at 4% or $190,582 at 6%; with 50% employer match about $190,582 at 4% or $127,055 at 6%; with 100% employer match about $142,937 at 4% or $95,291 at 6%.
2018128$5,568,057$366,543$13,091iApproximate average salary by contribution assumption: employee only about $327,271 at 4% or $218,180 at 6%; with 50% employer match about $218,180 at 4% or $145,454 at 6%; with 100% employer match about $163,635 at 4% or $109,090 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-28$5,568,057$366,543$13,091iApproximate average salary by contribution assumption: employee only about $327,271 at 4% or $218,180 at 6%; with 50% employer match about $218,180 at 4% or $145,454 at 6%; with 100% employer match about $163,635 at 4% or $109,090 at 6%.
2017127$5,881,599$345,728$12,805iApproximate average salary by contribution assumption: employee only about $320,119 at 4% or $213,412 at 6%; with 50% employer match about $213,412 at 4% or $142,275 at 6%; with 100% employer match about $160,059 at 4% or $106,706 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-27$5,881,599$345,728$12,805iApproximate average salary by contribution assumption: employee only about $320,119 at 4% or $213,412 at 6%; with 50% employer match about $213,412 at 4% or $142,275 at 6%; with 100% employer match about $160,059 at 4% or $106,706 at 6%.
2016123$4,887,655$296,997$12,913iApproximate average salary by contribution assumption: employee only about $322,823 at 4% or $215,215 at 6%; with 50% employer match about $215,215 at 4% or $143,477 at 6%; with 100% employer match about $161,411 at 4% or $107,608 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-23$4,887,655$296,997$12,913iApproximate average salary by contribution assumption: employee only about $322,823 at 4% or $215,215 at 6%; with 50% employer match about $215,215 at 4% or $143,477 at 6%; with 100% employer match about $161,411 at 4% or $107,608 at 6%.
2015124$4,479,624$255,082$10,628iApproximate average salary by contribution assumption: employee only about $265,710 at 4% or $177,140 at 6%; with 50% employer match about $177,140 at 4% or $118,094 at 6%; with 100% employer match about $132,855 at 4% or $88,570 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-24$4,479,624$255,082$10,628iApproximate average salary by contribution assumption: employee only about $265,710 at 4% or $177,140 at 6%; with 50% employer match about $177,140 at 4% or $118,094 at 6%; with 100% employer match about $132,855 at 4% or $88,570 at 6%.
2014123$4,562,214$212,561$9,242iApproximate average salary by contribution assumption: employee only about $231,045 at 4% or $154,030 at 6%; with 50% employer match about $154,030 at 4% or $102,686 at 6%; with 100% employer match about $115,522 at 4% or $77,015 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-23$4,562,214$212,561$9,242iApproximate average salary by contribution assumption: employee only about $231,045 at 4% or $154,030 at 6%; with 50% employer match about $154,030 at 4% or $102,686 at 6%; with 100% employer match about $115,522 at 4% or $77,015 at 6%.
2013123$4,590,896$166,553$7,241iApproximate average salary by contribution assumption: employee only about $181,036 at 4% or $120,691 at 6%; with 50% employer match about $120,691 at 4% or $80,460 at 6%; with 100% employer match about $90,518 at 4% or $60,345 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-23$4,590,896$166,553$7,241iApproximate average salary by contribution assumption: employee only about $181,036 at 4% or $120,691 at 6%; with 50% employer match about $120,691 at 4% or $80,460 at 6%; with 100% employer match about $90,518 at 4% or $60,345 at 6%.
2012123$3,920,974$114,033$4,958iApproximate average salary by contribution assumption: employee only about $123,949 at 4% or $82,633 at 6%; with 50% employer match about $82,633 at 4% or $55,088 at 6%; with 100% employer match about $61,974 at 4% or $41,316 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-23$3,920,974$114,033$4,958iApproximate average salary by contribution assumption: employee only about $123,949 at 4% or $82,633 at 6%; with 50% employer match about $82,633 at 4% or $55,088 at 6%; with 100% employer match about $61,974 at 4% or $41,316 at 6%.
2011125$6,994,005$144,237$5,769iApproximate average salary by contribution assumption: employee only about $144,237 at 4% or $96,158 at 6%; with 50% employer match about $96,158 at 4% or $64,105 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-25$6,994,005$144,237$5,769iApproximate average salary by contribution assumption: employee only about $144,237 at 4% or $96,158 at 6%; with 50% employer match about $96,158 at 4% or $64,105 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.
2010126$7,360,189$286,091$11,004iApproximate average salary by contribution assumption: employee only about $275,088 at 4% or $183,392 at 6%; with 50% employer match about $183,392 at 4% or $122,261 at 6%; with 100% employer match about $137,544 at 4% or $91,696 at 6%.
MOCK, ROOS & ASSOCIATES, INC. 401(K) PLAN-26$7,360,189$286,091$11,004iApproximate average salary by contribution assumption: employee only about $275,088 at 4% or $183,392 at 6%; with 50% employer match about $183,392 at 4% or $122,261 at 6%; with 100% employer match about $137,544 at 4% or $91,696 at 6%.
2009127$6,905,840$220,718$8,175iApproximate average salary by contribution assumption: employee only about $204,369 at 4% or $136,246 at 6%; with 50% employer match about $136,246 at 4% or $90,830 at 6%; with 100% employer match about $102,184 at 4% or $68,123 at 6%.
MOCK, ROOS & ASSOCIATES, INC-27$6,905,840$220,718$8,175iApproximate average salary by contribution assumption: employee only about $204,369 at 4% or $136,246 at 6%; with 50% employer match about $136,246 at 4% or $90,830 at 6%; with 100% employer match about $102,184 at 4% or $68,123 at 6%.
2008124$5,946,848$216,720$9,030iApproximate average salary by contribution assumption: employee only about $225,750 at 4% or $150,500 at 6%; with 50% employer match about $150,500 at 4% or $100,333 at 6%; with 100% employer match about $112,875 at 4% or $75,250 at 6%.
MOCK, ROOS & ASSOCIATES, INC-24$5,946,848$216,720$9,030iApproximate average salary by contribution assumption: employee only about $225,750 at 4% or $150,500 at 6%; with 50% employer match about $150,500 at 4% or $100,333 at 6%; with 100% employer match about $112,875 at 4% or $75,250 at 6%.
2007132$9,074,616$2,435,016$76,094iApproximate average salary by contribution assumption: employee only about $1,902,356 at 4% or $1,268,238 at 6%; with 50% employer match about $1,268,238 at 4% or $845,492 at 6%; with 100% employer match about $951,178 at 4% or $634,119 at 6%.
MOCK, ROOS & ASSOCIATES, INC-32$9,074,616$2,435,016$76,094iApproximate average salary by contribution assumption: employee only about $1,902,356 at 4% or $1,268,238 at 6%; with 50% employer match about $1,268,238 at 4% or $845,492 at 6%; with 100% employer match about $951,178 at 4% or $634,119 at 6%.
2006231$6,244,735$238,278$7,686iApproximate average salary by contribution assumption: employee only about $192,160 at 4% or $128,106 at 6%; with 50% employer match about $128,106 at 4% or $85,404 at 6%; with 100% employer match about $96,080 at 4% or $64,053 at 6%.
MOCK, ROOS & ASSOCIATES, INC-31$6,244,735$223,506$7,210iApproximate average salary by contribution assumption: employee only about $180,247 at 4% or $120,165 at 6%; with 50% employer match about $120,165 at 4% or $80,110 at 6%; with 100% employer match about $90,123 at 4% or $60,082 at 6%.
Mock, Roos & Associates Inc Employees Profit Sharing Trust-0-$14,772-
2005133$16,363,280$92,067$2,790iApproximate average salary by contribution assumption: employee only about $69,748 at 4% or $46,498 at 6%; with 50% employer match about $46,498 at 4% or $30,999 at 6%; with 100% employer match about $34,874 at 4% or $23,249 at 6%.
Mock, Roos & Associates Inc Employees Profit Sharing Trust-33$16,363,280$92,067$2,790iApproximate average salary by contribution assumption: employee only about $69,748 at 4% or $46,498 at 6%; with 50% employer match about $46,498 at 4% or $30,999 at 6%; with 100% employer match about $34,874 at 4% or $23,249 at 6%.
2004136$14,202,435$158,217$4,395iApproximate average salary by contribution assumption: employee only about $109,873 at 4% or $73,249 at 6%; with 50% employer match about $73,249 at 4% or $48,832 at 6%; with 100% employer match about $54,936 at 4% or $36,624 at 6%.
Mock, Roos & Associates Inc Employees Profit Sharing Trust-36$14,202,435$158,217$4,395iApproximate average salary by contribution assumption: employee only about $109,873 at 4% or $73,249 at 6%; with 50% employer match about $73,249 at 4% or $48,832 at 6%; with 100% employer match about $54,936 at 4% or $36,624 at 6%.
2003137$12,274,073$106,583$2,881iApproximate average salary by contribution assumption: employee only about $72,016 at 4% or $48,010 at 6%; with 50% employer match about $48,010 at 4% or $32,007 at 6%; with 100% employer match about $36,008 at 4% or $24,005 at 6%.
Mock, Roos & Associates Inc Employees Profit Sharing Trust-37$12,274,073$106,583$2,881iApproximate average salary by contribution assumption: employee only about $72,016 at 4% or $48,010 at 6%; with 50% employer match about $48,010 at 4% or $32,007 at 6%; with 100% employer match about $36,008 at 4% or $24,005 at 6%.
2002140$13,542,752$154,692$3,867iApproximate average salary by contribution assumption: employee only about $96,683 at 4% or $64,455 at 6%; with 50% employer match about $64,455 at 4% or $42,970 at 6%; with 100% employer match about $48,341 at 4% or $32,228 at 6%.
Mock, Roos & Associates Inc Employees Profit Sharing Trust-40$13,542,752$154,692$3,867iApproximate average salary by contribution assumption: employee only about $96,683 at 4% or $64,455 at 6%; with 50% employer match about $64,455 at 4% or $42,970 at 6%; with 100% employer match about $48,341 at 4% or $32,228 at 6%.
2001148$0$0-
Mock, Roos & Associates Inc Employees Profit Sharing Trust-48---
2000149$14,308,447$235,730$4,811iApproximate average salary by contribution assumption: employee only about $120,270 at 4% or $80,180 at 6%; with 50% employer match about $80,180 at 4% or $53,454 at 6%; with 100% employer match about $60,135 at 4% or $40,090 at 6%.
Mock, Roos & Associates Inc Employees Profit Sharing Trust-49$14,308,447$235,730$4,811iApproximate average salary by contribution assumption: employee only about $120,270 at 4% or $80,180 at 6%; with 50% employer match about $80,180 at 4% or $53,454 at 6%; with 100% employer match about $60,135 at 4% or $40,090 at 6%.
1999154$13,220,508$516,145$9,558iApproximate average salary by contribution assumption: employee only about $238,956 at 4% or $159,304 at 6%; with 50% employer match about $159,304 at 4% or $106,203 at 6%; with 100% employer match about $119,478 at 4% or $79,652 at 6%.
Mock, Roos & Associates Inc Employees Profit Sharing Trust-54$13,220,508$516,145$9,558iApproximate average salary by contribution assumption: employee only about $238,956 at 4% or $159,304 at 6%; with 50% employer match about $159,304 at 4% or $106,203 at 6%; with 100% employer match about $119,478 at 4% or $79,652 at 6%.