Roth, Powell and Pearson, P.A.
Plan context: ROTH, POWELL, PEARSON & HOSLEY 401K PROFIT SHARING PLAN & TRUST
EIN 59-3646131 • 6 filings • 4 plans
Current Snapshot
Latest Year
2006
2006 Participants
13
2006 Assets
$1,521,140
2006 Contributions
$14,376
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| ROTH, POWELL, PEARSON & HOSLEY 401K PROFIT SHARING PLAN & TRUST | - | 0 | - | - | - |
| 2005 | 1 | 13 | $1,521,140 | $14,376 | $1,106iApproximate average salary by contribution assumption: employee only about $27,646 at 4% or $18,431 at 6%; with 50% employer match about $18,431 at 4% or $12,287 at 6%; with 100% employer match about $13,823 at 4% or $9,215 at 6%. |
| ROTH, POWELL, PEARSON & HOSLEY 401K PROFIT SHARING PLAN & TRUST | - | 13 | $1,521,140 | $14,376 | $1,106iApproximate average salary by contribution assumption: employee only about $27,646 at 4% or $18,431 at 6%; with 50% employer match about $18,431 at 4% or $12,287 at 6%; with 100% employer match about $13,823 at 4% or $9,215 at 6%. |
| 2004 | 1 | 20 | $1,466,916 | $79,493 | $3,975iApproximate average salary by contribution assumption: employee only about $99,366 at 4% or $66,244 at 6%; with 50% employer match about $66,244 at 4% or $44,163 at 6%; with 100% employer match about $49,683 at 4% or $33,122 at 6%. |
| ROTH, POWELL, PEARSON & HOSLEY 401K PROFIT SHARING PLAN & TRUST | - | 20 | $1,466,916 | $79,493 | $3,975iApproximate average salary by contribution assumption: employee only about $99,366 at 4% or $66,244 at 6%; with 50% employer match about $66,244 at 4% or $44,163 at 6%; with 100% employer match about $49,683 at 4% or $33,122 at 6%. |
| 2003 | 1 | 21 | $1,312,486 | $93,549 | $4,455iApproximate average salary by contribution assumption: employee only about $111,368 at 4% or $74,245 at 6%; with 50% employer match about $74,245 at 4% or $49,497 at 6%; with 100% employer match about $55,684 at 4% or $37,123 at 6%. |
| ROTH, POWELL & PEARSON 401K PROFIT SHARING PLAN & TRUST | - | 21 | $1,312,486 | $93,549 | $4,455iApproximate average salary by contribution assumption: employee only about $111,368 at 4% or $74,245 at 6%; with 50% employer match about $74,245 at 4% or $49,497 at 6%; with 100% employer match about $55,684 at 4% or $37,123 at 6%. |
| 2001 | 1 | 15 | $1,169,750 | $120,491 | $8,033iApproximate average salary by contribution assumption: employee only about $200,818 at 4% or $133,879 at 6%; with 50% employer match about $133,879 at 4% or $89,253 at 6%; with 100% employer match about $100,409 at 4% or $66,939 at 6%. |
| ROTH POWELL & PEARSON, P.A. 401K PROFITSHARING PLAN AND TRUST | - | 15 | $1,169,750 | $120,491 | $8,033iApproximate average salary by contribution assumption: employee only about $200,818 at 4% or $133,879 at 6%; with 50% employer match about $133,879 at 4% or $89,253 at 6%; with 100% employer match about $100,409 at 4% or $66,939 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Roth, Powell and Pearson, P.A. Employee Health and Welfare Benefit Plan | - | 0 | - | - | - |