Civic Intelligence

Root Company

Plan context: The Root Thrift Plus Plan

EIN 59-3133336 • Ormond Beach, FL • 18 filings • 1 plans

275 Clyde Morris Blvd.Ormond Beach, FL 32174-5977
Current Snapshot

Latest Year

2017

2017 Participants

17

2017 Assets

$9,165,591

2017 Contributions

$122,632

Historical Graphs

Total Assets Over Time

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

$9,165,591$4,582,796$0199920092016YearValue
$9,165,591Latest year 2016

Participants Over Time

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

25130199920082016YearValue
17Latest year 2016

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
201710$0$122,632-
The Root Thrift Plus Plan-0$0$122,632-
2016117$9,165,591$275,315$16,195iApproximate average salary by contribution assumption: employee only about $404,875 at 4% or $269,917 at 6%; with 50% employer match about $269,917 at 4% or $179,944 at 6%; with 100% employer match about $202,438 at 4% or $134,958 at 6%.
The Root Thrift Plus Plan-17$9,165,591$275,315$16,195iApproximate average salary by contribution assumption: employee only about $404,875 at 4% or $269,917 at 6%; with 50% employer match about $269,917 at 4% or $179,944 at 6%; with 100% employer match about $202,438 at 4% or $134,958 at 6%.
2015117$8,684,330$269,265$15,839iApproximate average salary by contribution assumption: employee only about $395,978 at 4% or $263,985 at 6%; with 50% employer match about $263,985 at 4% or $175,990 at 6%; with 100% employer match about $197,989 at 4% or $131,993 at 6%.
The Root Thrift Plus Plan-17$8,684,330$269,265$15,839iApproximate average salary by contribution assumption: employee only about $395,978 at 4% or $263,985 at 6%; with 50% employer match about $263,985 at 4% or $175,990 at 6%; with 100% employer match about $197,989 at 4% or $131,993 at 6%.
2014119$9,097,263$301,004$15,842iApproximate average salary by contribution assumption: employee only about $396,058 at 4% or $264,039 at 6%; with 50% employer match about $264,039 at 4% or $176,026 at 6%; with 100% employer match about $198,029 at 4% or $132,019 at 6%.
The Root Thrift Plus Plan-19$9,097,263$301,004$15,842iApproximate average salary by contribution assumption: employee only about $396,058 at 4% or $264,039 at 6%; with 50% employer match about $264,039 at 4% or $176,026 at 6%; with 100% employer match about $198,029 at 4% or $132,019 at 6%.
2013118$8,552,532$271,804$15,100iApproximate average salary by contribution assumption: employee only about $377,506 at 4% or $251,670 at 6%; with 50% employer match about $251,670 at 4% or $167,780 at 6%; with 100% employer match about $188,753 at 4% or $125,835 at 6%.
The Root Thrift Plus Plan-18$8,552,532$271,804$15,100iApproximate average salary by contribution assumption: employee only about $377,506 at 4% or $251,670 at 6%; with 50% employer match about $251,670 at 4% or $167,780 at 6%; with 100% employer match about $188,753 at 4% or $125,835 at 6%.
2012119$7,973,061$270,106$14,216iApproximate average salary by contribution assumption: employee only about $355,403 at 4% or $236,935 at 6%; with 50% employer match about $236,935 at 4% or $157,957 at 6%; with 100% employer match about $177,701 at 4% or $118,468 at 6%.
The Root Thrift Plus Plan-19$7,973,061$270,106$14,216iApproximate average salary by contribution assumption: employee only about $355,403 at 4% or $236,935 at 6%; with 50% employer match about $236,935 at 4% or $157,957 at 6%; with 100% employer match about $177,701 at 4% or $118,468 at 6%.
2011121$7,603,625$254,539$12,121iApproximate average salary by contribution assumption: employee only about $303,023 at 4% or $202,015 at 6%; with 50% employer match about $202,015 at 4% or $134,677 at 6%; with 100% employer match about $151,511 at 4% or $101,008 at 6%.
The Root Thrift Plus Plan-21$7,603,625$254,539$12,121iApproximate average salary by contribution assumption: employee only about $303,023 at 4% or $202,015 at 6%; with 50% employer match about $202,015 at 4% or $134,677 at 6%; with 100% employer match about $151,511 at 4% or $101,008 at 6%.
2010120$8,202,120$244,176$12,209iApproximate average salary by contribution assumption: employee only about $305,220 at 4% or $203,480 at 6%; with 50% employer match about $203,480 at 4% or $135,653 at 6%; with 100% employer match about $152,610 at 4% or $101,740 at 6%.
The Root Thrift Plus Plan-20$8,202,120$244,176$12,209iApproximate average salary by contribution assumption: employee only about $305,220 at 4% or $203,480 at 6%; with 50% employer match about $203,480 at 4% or $135,653 at 6%; with 100% employer match about $152,610 at 4% or $101,740 at 6%.
2009120$7,357,339$234,143$11,707iApproximate average salary by contribution assumption: employee only about $292,679 at 4% or $195,119 at 6%; with 50% employer match about $195,119 at 4% or $130,079 at 6%; with 100% employer match about $146,339 at 4% or $97,560 at 6%.
The Root Thrift Plus Plan-20$7,357,339$234,143$11,707iApproximate average salary by contribution assumption: employee only about $292,679 at 4% or $195,119 at 6%; with 50% employer match about $195,119 at 4% or $130,079 at 6%; with 100% employer match about $146,339 at 4% or $97,560 at 6%.
2008122$6,081,649$270,885$12,313iApproximate average salary by contribution assumption: employee only about $307,824 at 4% or $205,216 at 6%; with 50% employer match about $205,216 at 4% or $136,811 at 6%; with 100% employer match about $153,912 at 4% or $102,608 at 6%.
The Root Thrift Plus Plan-22$6,081,649$270,885$12,313iApproximate average salary by contribution assumption: employee only about $307,824 at 4% or $205,216 at 6%; with 50% employer match about $205,216 at 4% or $136,811 at 6%; with 100% employer match about $153,912 at 4% or $102,608 at 6%.
2007121$0$0-
The Root Thrift Plus Plan-21---
2006121$6,973,484$266,562$12,693iApproximate average salary by contribution assumption: employee only about $317,336 at 4% or $211,557 at 6%; with 50% employer match about $211,557 at 4% or $141,038 at 6%; with 100% employer match about $158,668 at 4% or $105,779 at 6%.
The Root Thrift Plus Plan-21$6,973,484$266,562$12,693iApproximate average salary by contribution assumption: employee only about $317,336 at 4% or $211,557 at 6%; with 50% employer match about $211,557 at 4% or $141,038 at 6%; with 100% employer match about $158,668 at 4% or $105,779 at 6%.
2004123$6,277,191$219,601$9,548iApproximate average salary by contribution assumption: employee only about $238,697 at 4% or $159,131 at 6%; with 50% employer match about $159,131 at 4% or $106,087 at 6%; with 100% employer match about $119,348 at 4% or $79,566 at 6%.
The Root Thrift Plus Plan-23$6,277,191$219,601$9,548iApproximate average salary by contribution assumption: employee only about $238,697 at 4% or $159,131 at 6%; with 50% employer match about $159,131 at 4% or $106,087 at 6%; with 100% employer match about $119,348 at 4% or $79,566 at 6%.
2003123$5,490,731$264,653$11,507iApproximate average salary by contribution assumption: employee only about $287,666 at 4% or $191,778 at 6%; with 50% employer match about $191,778 at 4% or $127,852 at 6%; with 100% employer match about $143,833 at 4% or $95,889 at 6%.
The Root Thrift Plus Plan-23$5,490,731$264,653$11,507iApproximate average salary by contribution assumption: employee only about $287,666 at 4% or $191,778 at 6%; with 50% employer match about $191,778 at 4% or $127,852 at 6%; with 100% employer match about $143,833 at 4% or $95,889 at 6%.
2002122$4,281,965$216,043$9,820iApproximate average salary by contribution assumption: employee only about $245,503 at 4% or $163,669 at 6%; with 50% employer match about $163,669 at 4% or $109,113 at 6%; with 100% employer match about $122,752 at 4% or $81,834 at 6%.
The Root Thrift Plus Plan-22$4,281,965$216,043$9,820iApproximate average salary by contribution assumption: employee only about $245,503 at 4% or $163,669 at 6%; with 50% employer match about $163,669 at 4% or $109,113 at 6%; with 100% employer match about $122,752 at 4% or $81,834 at 6%.
2001122$0$0-
The Root Thrift Plus Plan-22---
2000125$5,037,421$183,843$7,354iApproximate average salary by contribution assumption: employee only about $183,843 at 4% or $122,562 at 6%; with 50% employer match about $122,562 at 4% or $81,708 at 6%; with 100% employer match about $91,922 at 4% or $61,281 at 6%.
The Root Thrift Plus Plan-25$5,037,421$183,843$7,354iApproximate average salary by contribution assumption: employee only about $183,843 at 4% or $122,562 at 6%; with 50% employer match about $122,562 at 4% or $81,708 at 6%; with 100% employer match about $91,922 at 4% or $61,281 at 6%.
1999123$5,229,048$233,423$10,149iApproximate average salary by contribution assumption: employee only about $253,721 at 4% or $169,147 at 6%; with 50% employer match about $169,147 at 4% or $112,765 at 6%; with 100% employer match about $126,860 at 4% or $84,574 at 6%.
The Root Thrift Plus Plan-23$5,229,048$233,423$10,149iApproximate average salary by contribution assumption: employee only about $253,721 at 4% or $169,147 at 6%; with 50% employer match about $169,147 at 4% or $112,765 at 6%; with 100% employer match about $126,860 at 4% or $84,574 at 6%.