Jeffrey C. Roth, P.A.
Plan context: Jeffrey C. Roth, P.A. Retirement Plan
EIN 59-2581897 • Coral Gables, FL • 37 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$9,681,597
2024 Contributions
$100,320
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 | 2 | 8 | $9,681,597 | $100,320 | $12,540iApproximate average salary by contribution assumption: employee only about $313,500 at 4% or $209,000 at 6%; with 50% employer match about $209,000 at 4% or $139,333 at 6%; with 100% employer match about $156,750 at 4% or $104,500 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $7,209,240 | $100,320 | $16,720iApproximate average salary by contribution assumption: employee only about $418,000 at 4% or $278,667 at 6%; with 50% employer match about $278,667 at 4% or $185,778 at 6%; with 100% employer match about $209,000 at 4% or $139,333 at 6%. |
| ROTH CASH BALANCE PLAN | - | 8 | $2,472,357 | $0 | - |
| 2023 | 2 | 7 | $8,253,790 | $96,175 | $13,739iApproximate average salary by contribution assumption: employee only about $343,482 at 4% or $228,988 at 6%; with 50% employer match about $228,988 at 4% or $152,659 at 6%; with 100% employer match about $171,741 at 4% or $114,494 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $6,269,271 | $96,175 | $13,739iApproximate average salary by contribution assumption: employee only about $343,482 at 4% or $228,988 at 6%; with 50% employer match about $228,988 at 4% or $152,659 at 6%; with 100% employer match about $171,741 at 4% or $114,494 at 6%. |
| ROTH CASH BALANCE PLAN | - | 7 | $1,984,519 | $0 | - |
| 2022 | 2 | 7 | $7,099,265 | $308,790 | $44,113iApproximate average salary by contribution assumption: employee only about $1,102,821 at 4% or $735,214 at 6%; with 50% employer match about $735,214 at 4% or $490,143 at 6%; with 100% employer match about $551,411 at 4% or $367,607 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $5,585,290 | $87,043 | $12,435iApproximate average salary by contribution assumption: employee only about $310,868 at 4% or $207,245 at 6%; with 50% employer match about $207,245 at 4% or $138,163 at 6%; with 100% employer match about $155,434 at 4% or $103,623 at 6%. |
| ROTH CASH BALANCE PLAN | - | 7 | $1,513,975 | $221,747 | $31,678iApproximate average salary by contribution assumption: employee only about $791,954 at 4% or $527,969 at 6%; with 50% employer match about $527,969 at 4% or $351,979 at 6%; with 100% employer match about $395,977 at 4% or $263,985 at 6%. |
| 2021 | 2 | 7 | $7,994,666 | $147,932 | $21,133iApproximate average salary by contribution assumption: employee only about $528,329 at 4% or $352,219 at 6%; with 50% employer match about $352,219 at 4% or $234,813 at 6%; with 100% employer match about $264,164 at 4% or $176,110 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $6,262,071 | $147,932 | $21,133iApproximate average salary by contribution assumption: employee only about $528,329 at 4% or $352,219 at 6%; with 50% employer match about $352,219 at 4% or $234,813 at 6%; with 100% employer match about $264,164 at 4% or $176,110 at 6%. |
| ROTH CASH BALANCE PLAN | - | 7 | $1,732,595 | $0 | - |
| 2020 | 2 | 7 | $6,530,950 | $146,514 | $20,931iApproximate average salary by contribution assumption: employee only about $523,264 at 4% or $348,843 at 6%; with 50% employer match about $348,843 at 4% or $232,562 at 6%; with 100% employer match about $261,632 at 4% or $174,421 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $5,151,889 | $146,514 | $20,931iApproximate average salary by contribution assumption: employee only about $523,264 at 4% or $348,843 at 6%; with 50% employer match about $348,843 at 4% or $232,562 at 6%; with 100% employer match about $261,632 at 4% or $174,421 at 6%. |
| ROTH CASH BALANCE PLAN | - | 7 | $1,379,061 | $0 | - |
| 2019 | 2 | 7 | $5,449,892 | $244,859 | $34,980iApproximate average salary by contribution assumption: employee only about $874,496 at 4% or $582,998 at 6%; with 50% employer match about $582,998 at 4% or $388,665 at 6%; with 100% employer match about $437,248 at 4% or $291,499 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $4,404,556 | $144,859 | $20,694iApproximate average salary by contribution assumption: employee only about $517,354 at 4% or $344,902 at 6%; with 50% employer match about $344,902 at 4% or $229,935 at 6%; with 100% employer match about $258,677 at 4% or $172,451 at 6%. |
| ROTH CASH BALANCE PLAN | - | 7 | $1,045,336 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2018 | 2 | 8 | $4,214,141 | $235,973 | $29,497iApproximate average salary by contribution assumption: employee only about $737,416 at 4% or $491,610 at 6%; with 50% employer match about $491,610 at 4% or $327,740 at 6%; with 100% employer match about $368,708 at 4% or $245,805 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 8 | $3,503,410 | $135,973 | $16,997iApproximate average salary by contribution assumption: employee only about $424,916 at 4% or $283,277 at 6%; with 50% employer match about $283,277 at 4% or $188,851 at 6%; with 100% employer match about $212,458 at 4% or $141,639 at 6%. |
| ROTH CASH BALANCE PLAN | - | 7 | $710,731 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2017 | 2 | 7 | $4,164,570 | $208,576 | $29,797iApproximate average salary by contribution assumption: employee only about $744,914 at 4% or $496,610 at 6%; with 50% employer match about $496,610 at 4% or $331,073 at 6%; with 100% employer match about $372,457 at 4% or $248,305 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $3,533,009 | $101,916 | $14,559iApproximate average salary by contribution assumption: employee only about $363,986 at 4% or $242,657 at 6%; with 50% employer match about $242,657 at 4% or $161,771 at 6%; with 100% employer match about $181,993 at 4% or $121,329 at 6%. |
| ROTH CASH BALANCE PLAN | - | 6 | $631,561 | $106,660 | $17,777iApproximate average salary by contribution assumption: employee only about $444,417 at 4% or $296,278 at 6%; with 50% employer match about $296,278 at 4% or $197,519 at 6%; with 100% employer match about $222,208 at 4% or $148,139 at 6%. |
| 2016 | 2 | 6 | $3,291,590 | $215,000 | $35,833iApproximate average salary by contribution assumption: employee only about $895,833 at 4% or $597,222 at 6%; with 50% employer match about $597,222 at 4% or $398,148 at 6%; with 100% employer match about $447,917 at 4% or $298,611 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $2,911,741 | $86,278 | $14,380iApproximate average salary by contribution assumption: employee only about $359,492 at 4% or $239,661 at 6%; with 50% employer match about $239,661 at 4% or $159,774 at 6%; with 100% employer match about $179,746 at 4% or $119,831 at 6%. |
| ROTH CASH BALANCE PLAN | - | 5 | $379,849 | $128,722 | $25,744iApproximate average salary by contribution assumption: employee only about $643,610 at 4% or $429,073 at 6%; with 50% employer match about $429,073 at 4% or $286,049 at 6%; with 100% employer match about $321,805 at 4% or $214,537 at 6%. |
| 2015 | 2 | 6 | $2,891,600 | $190,508 | $31,751iApproximate average salary by contribution assumption: employee only about $793,783 at 4% or $529,189 at 6%; with 50% employer match about $529,189 at 4% or $352,793 at 6%; with 100% employer match about $396,892 at 4% or $264,594 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $2,665,261 | $86,169 | $14,362iApproximate average salary by contribution assumption: employee only about $359,038 at 4% or $239,358 at 6%; with 50% employer match about $239,358 at 4% or $159,572 at 6%; with 100% employer match about $179,519 at 4% or $119,679 at 6%. |
| ROTH CASH BALANCE PLAN | - | 5 | $226,339 | $104,339 | $20,868iApproximate average salary by contribution assumption: employee only about $521,695 at 4% or $347,797 at 6%; with 50% employer match about $347,797 at 4% or $231,864 at 6%; with 100% employer match about $260,848 at 4% or $173,898 at 6%. |
| 2014 | 2 | 6 | $2,795,140 | $186,800 | $31,133iApproximate average salary by contribution assumption: employee only about $778,333 at 4% or $518,889 at 6%; with 50% employer match about $518,889 at 4% or $345,926 at 6%; with 100% employer match about $389,167 at 4% or $259,444 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $2,691,220 | $82,880 | $13,813iApproximate average salary by contribution assumption: employee only about $345,333 at 4% or $230,222 at 6%; with 50% employer match about $230,222 at 4% or $153,481 at 6%; with 100% employer match about $172,667 at 4% or $115,111 at 6%. |
| ROTH CASH BALANCE PLAN | - | 5 | $103,920 | $103,920 | $20,784iApproximate average salary by contribution assumption: employee only about $519,600 at 4% or $346,400 at 6%; with 50% employer match about $346,400 at 4% or $230,933 at 6%; with 100% employer match about $259,800 at 4% or $173,200 at 6%. |
| 2013 | 1 | 6 | $2,452,117 | $102,171 | $17,029iApproximate average salary by contribution assumption: employee only about $425,713 at 4% or $283,808 at 6%; with 50% employer match about $283,808 at 4% or $189,206 at 6%; with 100% employer match about $212,856 at 4% or $141,904 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $2,452,117 | $102,171 | $17,029iApproximate average salary by contribution assumption: employee only about $425,713 at 4% or $283,808 at 6%; with 50% employer match about $283,808 at 4% or $189,206 at 6%; with 100% employer match about $212,856 at 4% or $141,904 at 6%. |
| 2012 | 1 | 6 | $2,179,134 | $79,661 | $13,277iApproximate average salary by contribution assumption: employee only about $331,921 at 4% or $221,281 at 6%; with 50% employer match about $221,281 at 4% or $147,520 at 6%; with 100% employer match about $165,960 at 4% or $110,640 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $2,179,134 | $79,661 | $13,277iApproximate average salary by contribution assumption: employee only about $331,921 at 4% or $221,281 at 6%; with 50% employer match about $221,281 at 4% or $147,520 at 6%; with 100% employer match about $165,960 at 4% or $110,640 at 6%. |
| 2011 | 1 | 8 | $1,974,064 | $90,448 | $11,306iApproximate average salary by contribution assumption: employee only about $282,650 at 4% or $188,433 at 6%; with 50% employer match about $188,433 at 4% or $125,622 at 6%; with 100% employer match about $141,325 at 4% or $94,217 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 8 | $1,974,064 | $90,448 | $11,306iApproximate average salary by contribution assumption: employee only about $282,650 at 4% or $188,433 at 6%; with 50% employer match about $188,433 at 4% or $125,622 at 6%; with 100% employer match about $141,325 at 4% or $94,217 at 6%. |
| 2010 | 1 | 8 | $1,944,942 | $96,500 | $12,063iApproximate average salary by contribution assumption: employee only about $301,563 at 4% or $201,042 at 6%; with 50% employer match about $201,042 at 4% or $134,028 at 6%; with 100% employer match about $150,781 at 4% or $100,521 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 8 | $1,944,942 | $96,500 | $12,063iApproximate average salary by contribution assumption: employee only about $301,563 at 4% or $201,042 at 6%; with 50% employer match about $201,042 at 4% or $134,028 at 6%; with 100% employer match about $150,781 at 4% or $100,521 at 6%. |
| 2009 | 1 | 8 | $1,711,221 | $87,682 | $10,960iApproximate average salary by contribution assumption: employee only about $274,006 at 4% or $182,671 at 6%; with 50% employer match about $182,671 at 4% or $121,781 at 6%; with 100% employer match about $137,003 at 4% or $91,335 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 8 | $1,711,221 | $87,682 | $10,960iApproximate average salary by contribution assumption: employee only about $274,006 at 4% or $182,671 at 6%; with 50% employer match about $182,671 at 4% or $121,781 at 6%; with 100% employer match about $137,003 at 4% or $91,335 at 6%. |
| 2008 | 1 | 7 | $1,392,523 | $93,974 | $13,425iApproximate average salary by contribution assumption: employee only about $335,621 at 4% or $223,748 at 6%; with 50% employer match about $223,748 at 4% or $149,165 at 6%; with 100% employer match about $167,811 at 4% or $111,874 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $1,392,523 | $93,974 | $13,425iApproximate average salary by contribution assumption: employee only about $335,621 at 4% or $223,748 at 6%; with 50% employer match about $223,748 at 4% or $149,165 at 6%; with 100% employer match about $167,811 at 4% or $111,874 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $1,611,441 | $83,164 | $11,881iApproximate average salary by contribution assumption: employee only about $297,014 at 4% or $198,010 at 6%; with 50% employer match about $198,010 at 4% or $132,006 at 6%; with 100% employer match about $148,507 at 4% or $99,005 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 7 | $1,611,441 | $83,164 | $11,881iApproximate average salary by contribution assumption: employee only about $297,014 at 4% or $198,010 at 6%; with 50% employer match about $198,010 at 4% or $132,006 at 6%; with 100% employer match about $148,507 at 4% or $99,005 at 6%. |
| 2005 | 1 | 6 | $1,377,909 | $70,247 | $11,708iApproximate average salary by contribution assumption: employee only about $292,696 at 4% or $195,131 at 6%; with 50% employer match about $195,131 at 4% or $130,087 at 6%; with 100% employer match about $146,348 at 4% or $97,565 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $1,377,909 | $70,247 | $11,708iApproximate average salary by contribution assumption: employee only about $292,696 at 4% or $195,131 at 6%; with 50% employer match about $195,131 at 4% or $130,087 at 6%; with 100% employer match about $146,348 at 4% or $97,565 at 6%. |
| 2004 | 1 | 6 | $1,250,381 | $67,028 | $11,171iApproximate average salary by contribution assumption: employee only about $279,283 at 4% or $186,189 at 6%; with 50% employer match about $186,189 at 4% or $124,126 at 6%; with 100% employer match about $139,642 at 4% or $93,094 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $1,250,381 | $67,028 | $11,171iApproximate average salary by contribution assumption: employee only about $279,283 at 4% or $186,189 at 6%; with 50% employer match about $186,189 at 4% or $124,126 at 6%; with 100% employer match about $139,642 at 4% or $93,094 at 6%. |
| 2003 | 1 | 6 | $1,108,425 | $66,514 | $11,086iApproximate average salary by contribution assumption: employee only about $277,142 at 4% or $184,761 at 6%; with 50% employer match about $184,761 at 4% or $123,174 at 6%; with 100% employer match about $138,571 at 4% or $92,381 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $1,108,425 | $66,514 | $11,086iApproximate average salary by contribution assumption: employee only about $277,142 at 4% or $184,761 at 6%; with 50% employer match about $184,761 at 4% or $123,174 at 6%; with 100% employer match about $138,571 at 4% or $92,381 at 6%. |
| 2002 | 1 | 6 | $924,432 | $55,060 | $9,177iApproximate average salary by contribution assumption: employee only about $229,417 at 4% or $152,944 at 6%; with 50% employer match about $152,944 at 4% or $101,963 at 6%; with 100% employer match about $114,708 at 4% or $76,472 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 6 | $924,432 | $55,060 | $9,177iApproximate average salary by contribution assumption: employee only about $229,417 at 4% or $152,944 at 6%; with 50% employer match about $152,944 at 4% or $101,963 at 6%; with 100% employer match about $114,708 at 4% or $76,472 at 6%. |
| 2001 | 1 | 5 | $977,062 | $43,793 | $8,759iApproximate average salary by contribution assumption: employee only about $218,965 at 4% or $145,977 at 6%; with 50% employer match about $145,977 at 4% or $97,318 at 6%; with 100% employer match about $109,483 at 4% or $72,988 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 5 | $977,062 | $43,793 | $8,759iApproximate average salary by contribution assumption: employee only about $218,965 at 4% or $145,977 at 6%; with 50% employer match about $145,977 at 4% or $97,318 at 6%; with 100% employer match about $109,483 at 4% or $72,988 at 6%. |
| 2000 | 1 | 5 | $1,042,387 | $38,818 | $7,764iApproximate average salary by contribution assumption: employee only about $194,090 at 4% or $129,393 at 6%; with 50% employer match about $129,393 at 4% or $86,262 at 6%; with 100% employer match about $97,045 at 4% or $64,697 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 5 | $1,042,387 | $38,818 | $7,764iApproximate average salary by contribution assumption: employee only about $194,090 at 4% or $129,393 at 6%; with 50% employer match about $129,393 at 4% or $86,262 at 6%; with 100% employer match about $97,045 at 4% or $64,697 at 6%. |
| 1999 | 1 | 5 | $1,329,196 | $37,942 | $7,588iApproximate average salary by contribution assumption: employee only about $189,710 at 4% or $126,473 at 6%; with 50% employer match about $126,473 at 4% or $84,316 at 6%; with 100% employer match about $94,855 at 4% or $63,237 at 6%. |
| Jeffrey C. Roth, P.A. Retirement Plan | - | 5 | $1,329,196 | $37,942 | $7,588iApproximate average salary by contribution assumption: employee only about $189,710 at 4% or $126,473 at 6%; with 50% employer match about $126,473 at 4% or $84,316 at 6%; with 100% employer match about $94,855 at 4% or $63,237 at 6%. |