Civic Intelligence

W.G. Roe & Sons Inc.

Plan context: W. G. Roe and Sons 401K Retirement Plan

EIN 59-0881602 • Winter Haven, FL • 12 filings • 3 plans

P.O. Box 900Winter Haven, FL 33882
Current Snapshot

Latest Year

2009

2009 Participants

85

2009 Assets

$464,289

2009 Contributions

$83,444

Historical Graphs

Total Assets Over Time

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

$742,173$371,087$0199920042008YearValue
$464,289Latest year 2008

Participants Over Time

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

197990199920042008YearValue
85Latest year 2008

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
200910$0$0-
W. G. Roe and Sons 401K Retirement Plan-0$0$0-
2008185$464,289$0-
W. G. Roe and Sons 401K Retirement Plan-85$464,289--
2007182$742,173$83,444$1,018iApproximate average salary by contribution assumption: employee only about $25,440 at 4% or $16,960 at 6%; with 50% employer match about $16,960 at 4% or $11,307 at 6%; with 100% employer match about $12,720 at 4% or $8,480 at 6%.
W. G. Roe and Sons 401K Retirement Plan-82$742,173$83,444$1,018iApproximate average salary by contribution assumption: employee only about $25,440 at 4% or $16,960 at 6%; with 50% employer match about $16,960 at 4% or $11,307 at 6%; with 100% employer match about $12,720 at 4% or $8,480 at 6%.
20061152$654,666$62,441$411iApproximate average salary by contribution assumption: employee only about $10,270 at 4% or $6,847 at 6%; with 50% employer match about $6,847 at 4% or $4,564 at 6%; with 100% employer match about $5,135 at 4% or $3,423 at 6%.
W. G. Roe and Sons 401K Retirement Plan-152$654,666$62,441$411iApproximate average salary by contribution assumption: employee only about $10,270 at 4% or $6,847 at 6%; with 50% employer match about $6,847 at 4% or $4,564 at 6%; with 100% employer match about $5,135 at 4% or $3,423 at 6%.
20051141$577,682$55,898$396iApproximate average salary by contribution assumption: employee only about $9,911 at 4% or $6,607 at 6%; with 50% employer match about $6,607 at 4% or $4,405 at 6%; with 100% employer match about $4,955 at 4% or $3,304 at 6%.
W. G. Roe and Sons 401K Retirement Plan-141$577,682$55,898$396iApproximate average salary by contribution assumption: employee only about $9,911 at 4% or $6,607 at 6%; with 50% employer match about $6,607 at 4% or $4,405 at 6%; with 100% employer match about $4,955 at 4% or $3,304 at 6%.
20042131$503,099$76,374$583iApproximate average salary by contribution assumption: employee only about $14,575 at 4% or $9,717 at 6%; with 50% employer match about $9,717 at 4% or $6,478 at 6%; with 100% employer match about $7,288 at 4% or $4,858 at 6%.
W. G. Roe and Sons 401K Retirement Plan-131$503,099$76,374$583iApproximate average salary by contribution assumption: employee only about $14,575 at 4% or $9,717 at 6%; with 50% employer match about $9,717 at 4% or $6,478 at 6%; with 100% employer match about $7,288 at 4% or $4,858 at 6%.
WILLIAM G. ROE & SONS, INC. HEALTH AND WELFARE PLAN-93---
20031147$414,287$72,667$494iApproximate average salary by contribution assumption: employee only about $12,358 at 4% or $8,239 at 6%; with 50% employer match about $8,239 at 4% or $5,493 at 6%; with 100% employer match about $6,179 at 4% or $4,119 at 6%.
W. G. Roe and Sons 401K Retirement Plan-147$414,287$72,667$494iApproximate average salary by contribution assumption: employee only about $12,358 at 4% or $8,239 at 6%; with 50% employer match about $8,239 at 4% or $5,493 at 6%; with 100% employer match about $6,179 at 4% or $4,119 at 6%.
20021141$324,878$127,783$906iApproximate average salary by contribution assumption: employee only about $22,657 at 4% or $15,104 at 6%; with 50% employer match about $15,104 at 4% or $10,070 at 6%; with 100% employer match about $11,328 at 4% or $7,552 at 6%.
W. G. Roe and Sons 401K Retirement Plan-141$324,878$127,783$906iApproximate average salary by contribution assumption: employee only about $22,657 at 4% or $15,104 at 6%; with 50% employer match about $15,104 at 4% or $10,070 at 6%; with 100% employer match about $11,328 at 4% or $7,552 at 6%.
20011187$258,236$40,855$218iApproximate average salary by contribution assumption: employee only about $5,462 at 4% or $3,641 at 6%; with 50% employer match about $3,641 at 4% or $2,428 at 6%; with 100% employer match about $2,731 at 4% or $1,821 at 6%.
W. G. Roe and Sons 401K Retirement Plan-187$258,236$40,855$218iApproximate average salary by contribution assumption: employee only about $5,462 at 4% or $3,641 at 6%; with 50% employer match about $3,641 at 4% or $2,428 at 6%; with 100% employer match about $2,731 at 4% or $1,821 at 6%.
20001197$267,046$33,755$171iApproximate average salary by contribution assumption: employee only about $4,284 at 4% or $2,856 at 6%; with 50% employer match about $2,856 at 4% or $1,904 at 6%; with 100% employer match about $2,142 at 4% or $1,428 at 6%.
W. G. Roe and Sons 401K Retirement Plan-197$267,046$33,755$171iApproximate average salary by contribution assumption: employee only about $4,284 at 4% or $2,856 at 6%; with 50% employer match about $2,856 at 4% or $1,904 at 6%; with 100% employer match about $2,142 at 4% or $1,428 at 6%.
19991174$286,320$37,396$215iApproximate average salary by contribution assumption: employee only about $5,373 at 4% or $3,582 at 6%; with 50% employer match about $3,582 at 4% or $2,388 at 6%; with 100% employer match about $2,686 at 4% or $1,791 at 6%.
W. G. Roe and Sons 401K Retirement Plan-174$286,320$37,396$215iApproximate average salary by contribution assumption: employee only about $5,373 at 4% or $3,582 at 6%; with 50% employer match about $3,582 at 4% or $2,388 at 6%; with 100% employer match about $2,686 at 4% or $1,791 at 6%.