Civic Intelligence

THREE ROOTS CAPITAL

Plan context: THREE ROOTS CAPITAL 401(K) PLAN

EIN 62-1624472 • Knoxville, TN • 18 filings • 2 plans

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12640 Kingston PikeKnoxville, TN 37934
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,478,881

2024 Contributions

$138,676

Historical Graphs

Total Assets Over Time

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

$2,681,153$1,340,577$0200820162024YearValue
$2,478,881Latest year 2024

Participants Over Time

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

25130200720162024YearValue
11Latest 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
2024111$2,478,881$138,676$12,607iApproximate average salary by contribution assumption: employee only about $315,173 at 4% or $210,115 at 6%; with 50% employer match about $210,115 at 4% or $140,077 at 6%; with 100% employer match about $157,586 at 4% or $105,058 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-11$2,478,881$138,676$12,607iApproximate average salary by contribution assumption: employee only about $315,173 at 4% or $210,115 at 6%; with 50% employer match about $210,115 at 4% or $140,077 at 6%; with 100% employer match about $157,586 at 4% or $105,058 at 6%.
2023111$2,612,513$84,597$7,691iApproximate average salary by contribution assumption: employee only about $192,266 at 4% or $128,177 at 6%; with 50% employer match about $128,177 at 4% or $85,452 at 6%; with 100% employer match about $96,133 at 4% or $64,089 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-11$2,612,513$84,597$7,691iApproximate average salary by contribution assumption: employee only about $192,266 at 4% or $128,177 at 6%; with 50% employer match about $128,177 at 4% or $85,452 at 6%; with 100% employer match about $96,133 at 4% or $64,089 at 6%.
2022110$2,103,782$152,998$15,300iApproximate average salary by contribution assumption: employee only about $382,495 at 4% or $254,997 at 6%; with 50% employer match about $254,997 at 4% or $169,998 at 6%; with 100% employer match about $191,248 at 4% or $127,498 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-10$2,103,782$152,998$15,300iApproximate average salary by contribution assumption: employee only about $382,495 at 4% or $254,997 at 6%; with 50% employer match about $254,997 at 4% or $169,998 at 6%; with 100% employer match about $191,248 at 4% or $127,498 at 6%.
2021110$2,681,153$87,278$8,728iApproximate average salary by contribution assumption: employee only about $218,195 at 4% or $145,463 at 6%; with 50% employer match about $145,463 at 4% or $96,976 at 6%; with 100% employer match about $109,097 at 4% or $72,732 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-10$2,681,153$87,278$8,728iApproximate average salary by contribution assumption: employee only about $218,195 at 4% or $145,463 at 6%; with 50% employer match about $145,463 at 4% or $96,976 at 6%; with 100% employer match about $109,097 at 4% or $72,732 at 6%.
202019$2,272,869$100,795$11,199iApproximate average salary by contribution assumption: employee only about $279,986 at 4% or $186,657 at 6%; with 50% employer match about $186,657 at 4% or $124,438 at 6%; with 100% employer match about $139,993 at 4% or $93,329 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-9$2,272,869$100,795$11,199iApproximate average salary by contribution assumption: employee only about $279,986 at 4% or $186,657 at 6%; with 50% employer match about $186,657 at 4% or $124,438 at 6%; with 100% employer match about $139,993 at 4% or $93,329 at 6%.
201919$1,638,756$78,322$8,702iApproximate average salary by contribution assumption: employee only about $217,561 at 4% or $145,041 at 6%; with 50% employer match about $145,041 at 4% or $96,694 at 6%; with 100% employer match about $108,781 at 4% or $72,520 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-9$1,638,756$78,322$8,702iApproximate average salary by contribution assumption: employee only about $217,561 at 4% or $145,041 at 6%; with 50% employer match about $145,041 at 4% or $96,694 at 6%; with 100% employer match about $108,781 at 4% or $72,520 at 6%.
2018110$1,204,097$55,581$5,558iApproximate average salary by contribution assumption: employee only about $138,953 at 4% or $92,635 at 6%; with 50% employer match about $92,635 at 4% or $61,757 at 6%; with 100% employer match about $69,476 at 4% or $46,318 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-10$1,204,097$55,581$5,558iApproximate average salary by contribution assumption: employee only about $138,953 at 4% or $92,635 at 6%; with 50% employer match about $92,635 at 4% or $61,757 at 6%; with 100% employer match about $69,476 at 4% or $46,318 at 6%.
2017113$1,253,376$48,515$3,732iApproximate average salary by contribution assumption: employee only about $93,298 at 4% or $62,199 at 6%; with 50% employer match about $62,199 at 4% or $41,466 at 6%; with 100% employer match about $46,649 at 4% or $31,099 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-13$1,253,376$48,515$3,732iApproximate average salary by contribution assumption: employee only about $93,298 at 4% or $62,199 at 6%; with 50% employer match about $62,199 at 4% or $41,466 at 6%; with 100% employer match about $46,649 at 4% or $31,099 at 6%.
2016113$967,748$148,505$11,423iApproximate average salary by contribution assumption: employee only about $285,587 at 4% or $190,391 at 6%; with 50% employer match about $190,391 at 4% or $126,927 at 6%; with 100% employer match about $142,793 at 4% or $95,196 at 6%.
THREE ROOTS CAPITAL 401(K) PLAN-13$967,748$148,505$11,423iApproximate average salary by contribution assumption: employee only about $285,587 at 4% or $190,391 at 6%; with 50% employer match about $190,391 at 4% or $126,927 at 6%; with 100% employer match about $142,793 at 4% or $95,196 at 6%.
2015114$1,127,955$111,345$7,953iApproximate average salary by contribution assumption: employee only about $198,830 at 4% or $132,554 at 6%; with 50% employer match about $132,554 at 4% or $88,369 at 6%; with 100% employer match about $99,415 at 4% or $66,277 at 6%.
TECHNOLOGY 2020 401-K PLAN-14$1,127,955$111,345$7,953iApproximate average salary by contribution assumption: employee only about $198,830 at 4% or $132,554 at 6%; with 50% employer match about $132,554 at 4% or $88,369 at 6%; with 100% employer match about $99,415 at 4% or $66,277 at 6%.
2014114$1,276,443$140,799$10,057iApproximate average salary by contribution assumption: employee only about $251,427 at 4% or $167,618 at 6%; with 50% employer match about $167,618 at 4% or $111,745 at 6%; with 100% employer match about $125,713 at 4% or $83,809 at 6%.
TECHNOLOGY 2020 401-K PLAN-14$1,276,443$140,799$10,057iApproximate average salary by contribution assumption: employee only about $251,427 at 4% or $167,618 at 6%; with 50% employer match about $167,618 at 4% or $111,745 at 6%; with 100% employer match about $125,713 at 4% or $83,809 at 6%.
2013114$1,151,876$156,419$11,173iApproximate average salary by contribution assumption: employee only about $279,320 at 4% or $186,213 at 6%; with 50% employer match about $186,213 at 4% or $124,142 at 6%; with 100% employer match about $139,660 at 4% or $93,107 at 6%.
TECHNOLOGY 2020 401-K PLAN-14$1,151,876$156,419$11,173iApproximate average salary by contribution assumption: employee only about $279,320 at 4% or $186,213 at 6%; with 50% employer match about $186,213 at 4% or $124,142 at 6%; with 100% employer match about $139,660 at 4% or $93,107 at 6%.
2012116$932,927$162,661$10,166iApproximate average salary by contribution assumption: employee only about $254,158 at 4% or $169,439 at 6%; with 50% employer match about $169,439 at 4% or $112,959 at 6%; with 100% employer match about $127,079 at 4% or $84,719 at 6%.
TECHNOLOGY 2020 401-K PLAN-16$932,927$162,661$10,166iApproximate average salary by contribution assumption: employee only about $254,158 at 4% or $169,439 at 6%; with 50% employer match about $169,439 at 4% or $112,959 at 6%; with 100% employer match about $127,079 at 4% or $84,719 at 6%.
2011116$764,773$177,260$11,079iApproximate average salary by contribution assumption: employee only about $276,969 at 4% or $184,646 at 6%; with 50% employer match about $184,646 at 4% or $123,097 at 6%; with 100% employer match about $138,484 at 4% or $92,323 at 6%.
TECHNOLOGY 2020 401-K PLAN-16$764,773$177,260$11,079iApproximate average salary by contribution assumption: employee only about $276,969 at 4% or $184,646 at 6%; with 50% employer match about $184,646 at 4% or $123,097 at 6%; with 100% employer match about $138,484 at 4% or $92,323 at 6%.
2010119$761,246$170,412$8,969iApproximate average salary by contribution assumption: employee only about $224,226 at 4% or $149,484 at 6%; with 50% employer match about $149,484 at 4% or $99,656 at 6%; with 100% employer match about $112,113 at 4% or $74,742 at 6%.
TECHNOLOGY 2020 401-K PLAN-19$761,246$170,412$8,969iApproximate average salary by contribution assumption: employee only about $224,226 at 4% or $149,484 at 6%; with 50% employer match about $149,484 at 4% or $99,656 at 6%; with 100% employer match about $112,113 at 4% or $74,742 at 6%.
2009125$617,014$232,543$9,302iApproximate average salary by contribution assumption: employee only about $232,543 at 4% or $155,029 at 6%; with 50% employer match about $155,029 at 4% or $103,352 at 6%; with 100% employer match about $116,271 at 4% or $77,514 at 6%.
TECHNOLOGY 2020 401-K PLAN-25$617,014$232,543$9,302iApproximate average salary by contribution assumption: employee only about $232,543 at 4% or $155,029 at 6%; with 50% employer match about $155,029 at 4% or $103,352 at 6%; with 100% employer match about $116,271 at 4% or $77,514 at 6%.
2008118$313,362$220,922$12,273iApproximate average salary by contribution assumption: employee only about $306,836 at 4% or $204,557 at 6%; with 50% employer match about $204,557 at 4% or $136,372 at 6%; with 100% employer match about $153,418 at 4% or $102,279 at 6%.
TECHNOLOGY 2020 401-K PLAN-18$313,362$220,922$12,273iApproximate average salary by contribution assumption: employee only about $306,836 at 4% or $204,557 at 6%; with 50% employer match about $204,557 at 4% or $136,372 at 6%; with 100% employer match about $153,418 at 4% or $102,279 at 6%.
2007115$0$0-
TECHNOLOGY 2020 401-K PLAN-15---