Civic Intelligence

Roundtree and Associates Inc.

Plan context: Roundtree and Associates Inc. 401K Savings Plan

EIN 64-0783637 • Ridgeland, MS • 26 filings • 2 plans

210 Trace Colony Park DriveRidgeland, MS 39157
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,184,894

2024 Contributions

$75,014

Historical Graphs

Total Assets Over Time

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

$4,638,213$2,319,107$0199920132024YearValue
$3,184,894Latest year 2024

Participants Over Time

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

1370199920122024YearValue
7Latest 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
202417$3,184,894$75,014$10,716iApproximate average salary by contribution assumption: employee only about $267,907 at 4% or $178,605 at 6%; with 50% employer match about $178,605 at 4% or $119,070 at 6%; with 100% employer match about $133,954 at 4% or $89,302 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-7$3,184,894$75,014$10,716iApproximate average salary by contribution assumption: employee only about $267,907 at 4% or $178,605 at 6%; with 50% employer match about $178,605 at 4% or $119,070 at 6%; with 100% employer match about $133,954 at 4% or $89,302 at 6%.
202318$2,912,718$77,685$9,711iApproximate average salary by contribution assumption: employee only about $242,766 at 4% or $161,844 at 6%; with 50% employer match about $161,844 at 4% or $107,896 at 6%; with 100% employer match about $121,383 at 4% or $80,922 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-8$2,912,718$77,685$9,711iApproximate average salary by contribution assumption: employee only about $242,766 at 4% or $161,844 at 6%; with 50% employer match about $161,844 at 4% or $107,896 at 6%; with 100% employer match about $121,383 at 4% or $80,922 at 6%.
2022111$4,061,204$127,190$11,563iApproximate average salary by contribution assumption: employee only about $289,068 at 4% or $192,712 at 6%; with 50% employer match about $192,712 at 4% or $128,475 at 6%; with 100% employer match about $144,534 at 4% or $96,356 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$4,061,204$127,190$11,563iApproximate average salary by contribution assumption: employee only about $289,068 at 4% or $192,712 at 6%; with 50% employer match about $192,712 at 4% or $128,475 at 6%; with 100% employer match about $144,534 at 4% or $96,356 at 6%.
2021111$4,638,213$128,102$11,646iApproximate average salary by contribution assumption: employee only about $291,141 at 4% or $194,094 at 6%; with 50% employer match about $194,094 at 4% or $129,396 at 6%; with 100% employer match about $145,570 at 4% or $97,047 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$4,638,213$128,102$11,646iApproximate average salary by contribution assumption: employee only about $291,141 at 4% or $194,094 at 6%; with 50% employer match about $194,094 at 4% or $129,396 at 6%; with 100% employer match about $145,570 at 4% or $97,047 at 6%.
2020111$4,101,266$131,558$11,960iApproximate average salary by contribution assumption: employee only about $298,995 at 4% or $199,330 at 6%; with 50% employer match about $199,330 at 4% or $132,887 at 6%; with 100% employer match about $149,498 at 4% or $99,665 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$4,101,266$131,558$11,960iApproximate average salary by contribution assumption: employee only about $298,995 at 4% or $199,330 at 6%; with 50% employer match about $199,330 at 4% or $132,887 at 6%; with 100% employer match about $149,498 at 4% or $99,665 at 6%.
2019111$3,639,999$147,502$13,409iApproximate average salary by contribution assumption: employee only about $335,232 at 4% or $223,488 at 6%; with 50% employer match about $223,488 at 4% or $148,992 at 6%; with 100% employer match about $167,616 at 4% or $111,744 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$3,639,999$147,502$13,409iApproximate average salary by contribution assumption: employee only about $335,232 at 4% or $223,488 at 6%; with 50% employer match about $223,488 at 4% or $148,992 at 6%; with 100% employer match about $167,616 at 4% or $111,744 at 6%.
2018111$3,070,528$127,064$11,551iApproximate average salary by contribution assumption: employee only about $288,782 at 4% or $192,521 at 6%; with 50% employer match about $192,521 at 4% or $128,347 at 6%; with 100% employer match about $144,391 at 4% or $96,261 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$3,070,528$127,064$11,551iApproximate average salary by contribution assumption: employee only about $288,782 at 4% or $192,521 at 6%; with 50% employer match about $192,521 at 4% or $128,347 at 6%; with 100% employer match about $144,391 at 4% or $96,261 at 6%.
2017111$3,116,269$128,154$11,650iApproximate average salary by contribution assumption: employee only about $291,259 at 4% or $194,173 at 6%; with 50% employer match about $194,173 at 4% or $129,448 at 6%; with 100% employer match about $145,630 at 4% or $97,086 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$3,116,269$128,154$11,650iApproximate average salary by contribution assumption: employee only about $291,259 at 4% or $194,173 at 6%; with 50% employer match about $194,173 at 4% or $129,448 at 6%; with 100% employer match about $145,630 at 4% or $97,086 at 6%.
2016111$2,764,371$127,944$11,631iApproximate average salary by contribution assumption: employee only about $290,782 at 4% or $193,855 at 6%; with 50% employer match about $193,855 at 4% or $129,236 at 6%; with 100% employer match about $145,391 at 4% or $96,927 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$2,764,371$127,944$11,631iApproximate average salary by contribution assumption: employee only about $290,782 at 4% or $193,855 at 6%; with 50% employer match about $193,855 at 4% or $129,236 at 6%; with 100% employer match about $145,391 at 4% or $96,927 at 6%.
2015111$2,480,427$128,363$11,669iApproximate average salary by contribution assumption: employee only about $291,734 at 4% or $194,489 at 6%; with 50% employer match about $194,489 at 4% or $129,660 at 6%; with 100% employer match about $145,867 at 4% or $97,245 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$2,480,427$128,363$11,669iApproximate average salary by contribution assumption: employee only about $291,734 at 4% or $194,489 at 6%; with 50% employer match about $194,489 at 4% or $129,660 at 6%; with 100% employer match about $145,867 at 4% or $97,245 at 6%.
2014111$2,396,371$128,712$11,701iApproximate average salary by contribution assumption: employee only about $292,527 at 4% or $195,018 at 6%; with 50% employer match about $195,018 at 4% or $130,012 at 6%; with 100% employer match about $146,264 at 4% or $97,509 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$2,396,371$128,712$11,701iApproximate average salary by contribution assumption: employee only about $292,527 at 4% or $195,018 at 6%; with 50% employer match about $195,018 at 4% or $130,012 at 6%; with 100% employer match about $146,264 at 4% or $97,509 at 6%.
2013111$2,206,802$125,347$11,395iApproximate average salary by contribution assumption: employee only about $284,880 at 4% or $189,920 at 6%; with 50% employer match about $189,920 at 4% or $126,613 at 6%; with 100% employer match about $142,440 at 4% or $94,960 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$2,206,802$125,347$11,395iApproximate average salary by contribution assumption: employee only about $284,880 at 4% or $189,920 at 6%; with 50% employer match about $189,920 at 4% or $126,613 at 6%; with 100% employer match about $142,440 at 4% or $94,960 at 6%.
2012111$1,877,804$232,087$21,099iApproximate average salary by contribution assumption: employee only about $527,470 at 4% or $351,647 at 6%; with 50% employer match about $351,647 at 4% or $234,431 at 6%; with 100% employer match about $263,735 at 4% or $175,823 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$1,877,804$232,087$21,099iApproximate average salary by contribution assumption: employee only about $527,470 at 4% or $351,647 at 6%; with 50% employer match about $351,647 at 4% or $234,431 at 6%; with 100% employer match about $263,735 at 4% or $175,823 at 6%.
2011112$1,542,553$311,886$25,991iApproximate average salary by contribution assumption: employee only about $649,763 at 4% or $433,175 at 6%; with 50% employer match about $433,175 at 4% or $288,783 at 6%; with 100% employer match about $324,881 at 4% or $216,588 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-12$1,542,553$311,886$25,991iApproximate average salary by contribution assumption: employee only about $649,763 at 4% or $433,175 at 6%; with 50% employer match about $433,175 at 4% or $288,783 at 6%; with 100% employer match about $324,881 at 4% or $216,588 at 6%.
2010113$1,291,753$102,599$7,892iApproximate average salary by contribution assumption: employee only about $197,306 at 4% or $131,537 at 6%; with 50% employer match about $131,537 at 4% or $87,691 at 6%; with 100% employer match about $98,653 at 4% or $65,769 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-13$1,291,753$102,599$7,892iApproximate average salary by contribution assumption: employee only about $197,306 at 4% or $131,537 at 6%; with 50% employer match about $131,537 at 4% or $87,691 at 6%; with 100% employer match about $98,653 at 4% or $65,769 at 6%.
2009113$1,104,903$101,596$7,815iApproximate average salary by contribution assumption: employee only about $195,377 at 4% or $130,251 at 6%; with 50% employer match about $130,251 at 4% or $86,834 at 6%; with 100% employer match about $97,688 at 4% or $65,126 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-13$1,104,903$101,596$7,815iApproximate average salary by contribution assumption: employee only about $195,377 at 4% or $130,251 at 6%; with 50% employer match about $130,251 at 4% or $86,834 at 6%; with 100% employer match about $97,688 at 4% or $65,126 at 6%.
200819$0$0-
Roundtree and Associates Inc. 401K Savings Plan-9---
200718$0$0-
Roundtree and Associates Inc. 401K Savings Plan-8---
200618$881,622$72,042$9,005iApproximate average salary by contribution assumption: employee only about $225,131 at 4% or $150,088 at 6%; with 50% employer match about $150,088 at 4% or $100,058 at 6%; with 100% employer match about $112,566 at 4% or $75,044 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-8$881,622$72,042$9,005iApproximate average salary by contribution assumption: employee only about $225,131 at 4% or $150,088 at 6%; with 50% employer match about $150,088 at 4% or $100,058 at 6%; with 100% employer match about $112,566 at 4% or $75,044 at 6%.
200518$736,925$72,648$9,081iApproximate average salary by contribution assumption: employee only about $227,025 at 4% or $151,350 at 6%; with 50% employer match about $151,350 at 4% or $100,900 at 6%; with 100% employer match about $113,513 at 4% or $75,675 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-8$736,925$72,648$9,081iApproximate average salary by contribution assumption: employee only about $227,025 at 4% or $151,350 at 6%; with 50% employer match about $151,350 at 4% or $100,900 at 6%; with 100% employer match about $113,513 at 4% or $75,675 at 6%.
2004112$624,925$97,731$8,144iApproximate average salary by contribution assumption: employee only about $203,606 at 4% or $135,738 at 6%; with 50% employer match about $135,738 at 4% or $90,492 at 6%; with 100% employer match about $101,803 at 4% or $67,869 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-12$624,925$97,731$8,144iApproximate average salary by contribution assumption: employee only about $203,606 at 4% or $135,738 at 6%; with 50% employer match about $135,738 at 4% or $90,492 at 6%; with 100% employer match about $101,803 at 4% or $67,869 at 6%.
2003113$542,100$78,509$6,039iApproximate average salary by contribution assumption: employee only about $150,979 at 4% or $100,653 at 6%; with 50% employer match about $100,653 at 4% or $67,102 at 6%; with 100% employer match about $75,489 at 4% or $50,326 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-13$542,100$78,509$6,039iApproximate average salary by contribution assumption: employee only about $150,979 at 4% or $100,653 at 6%; with 50% employer match about $100,653 at 4% or $67,102 at 6%; with 100% employer match about $75,489 at 4% or $50,326 at 6%.
2002113$386,758$75,586$5,814iApproximate average salary by contribution assumption: employee only about $145,358 at 4% or $96,905 at 6%; with 50% employer match about $96,905 at 4% or $64,603 at 6%; with 100% employer match about $72,679 at 4% or $48,453 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-13$386,758$75,586$5,814iApproximate average salary by contribution assumption: employee only about $145,358 at 4% or $96,905 at 6%; with 50% employer match about $96,905 at 4% or $64,603 at 6%; with 100% employer match about $72,679 at 4% or $48,453 at 6%.
2001111$359,451$45,081$4,098iApproximate average salary by contribution assumption: employee only about $102,457 at 4% or $68,305 at 6%; with 50% employer match about $68,305 at 4% or $45,536 at 6%; with 100% employer match about $51,228 at 4% or $34,152 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$359,451$45,081$4,098iApproximate average salary by contribution assumption: employee only about $102,457 at 4% or $68,305 at 6%; with 50% employer match about $68,305 at 4% or $45,536 at 6%; with 100% employer match about $51,228 at 4% or $34,152 at 6%.
2000111$351,418$84,860$7,715iApproximate average salary by contribution assumption: employee only about $192,864 at 4% or $128,576 at 6%; with 50% employer match about $128,576 at 4% or $85,717 at 6%; with 100% employer match about $96,432 at 4% or $64,288 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$351,418$84,860$7,715iApproximate average salary by contribution assumption: employee only about $192,864 at 4% or $128,576 at 6%; with 50% employer match about $128,576 at 4% or $85,717 at 6%; with 100% employer match about $96,432 at 4% or $64,288 at 6%.
1999111$292,849$41,523$3,775iApproximate average salary by contribution assumption: employee only about $94,370 at 4% or $62,914 at 6%; with 50% employer match about $62,914 at 4% or $41,942 at 6%; with 100% employer match about $47,185 at 4% or $31,457 at 6%.
Roundtree and Associates Inc. 401K Savings Plan-11$292,849$41,523$3,775iApproximate average salary by contribution assumption: employee only about $94,370 at 4% or $62,914 at 6%; with 50% employer match about $62,914 at 4% or $41,942 at 6%; with 100% employer match about $47,185 at 4% or $31,457 at 6%.