Civic Intelligence

Jerrald L. Roster, CPA

Plan context: Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan

EIN 68-0252229 • Chico, CA • 10 filings • 3 plans

555 Main Street Suite 220Chico, CA 95928
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$1,134,002

2016 Contributions

$62,954

Historical Graphs

Total Assets Over Time

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

$1,159,887$579,944$0200720122016YearValue
$1,134,002Latest year 2016

Participants Over Time

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

630200720122016YearValue
6Latest 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
201616$1,134,002$62,954$10,492iApproximate average salary by contribution assumption: employee only about $262,308 at 4% or $174,872 at 6%; with 50% employer match about $174,872 at 4% or $116,581 at 6%; with 100% employer match about $131,154 at 4% or $87,436 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-6$1,134,002$62,954$10,492iApproximate average salary by contribution assumption: employee only about $262,308 at 4% or $174,872 at 6%; with 50% employer match about $174,872 at 4% or $116,581 at 6%; with 100% employer match about $131,154 at 4% or $87,436 at 6%.
201515$1,111,823$66,471$13,294iApproximate average salary by contribution assumption: employee only about $332,355 at 4% or $221,570 at 6%; with 50% employer match about $221,570 at 4% or $147,713 at 6%; with 100% employer match about $166,178 at 4% or $110,785 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$1,111,823$66,471$13,294iApproximate average salary by contribution assumption: employee only about $332,355 at 4% or $221,570 at 6%; with 50% employer match about $221,570 at 4% or $147,713 at 6%; with 100% employer match about $166,178 at 4% or $110,785 at 6%.
201415$1,159,887$75,777$15,155iApproximate average salary by contribution assumption: employee only about $378,885 at 4% or $252,590 at 6%; with 50% employer match about $252,590 at 4% or $168,393 at 6%; with 100% employer match about $189,443 at 4% or $126,295 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$1,159,887$75,777$15,155iApproximate average salary by contribution assumption: employee only about $378,885 at 4% or $252,590 at 6%; with 50% employer match about $252,590 at 4% or $168,393 at 6%; with 100% employer match about $189,443 at 4% or $126,295 at 6%.
201315$1,063,685$95,359$19,072iApproximate average salary by contribution assumption: employee only about $476,795 at 4% or $317,863 at 6%; with 50% employer match about $317,863 at 4% or $211,909 at 6%; with 100% employer match about $238,398 at 4% or $158,932 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$1,063,685$95,359$19,072iApproximate average salary by contribution assumption: employee only about $476,795 at 4% or $317,863 at 6%; with 50% employer match about $317,863 at 4% or $211,909 at 6%; with 100% employer match about $238,398 at 4% or $158,932 at 6%.
201215$967,743$108,574$21,715iApproximate average salary by contribution assumption: employee only about $542,870 at 4% or $361,913 at 6%; with 50% employer match about $361,913 at 4% or $241,276 at 6%; with 100% employer match about $271,435 at 4% or $180,957 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$967,743$108,574$21,715iApproximate average salary by contribution assumption: employee only about $542,870 at 4% or $361,913 at 6%; with 50% employer match about $361,913 at 4% or $241,276 at 6%; with 100% employer match about $271,435 at 4% or $180,957 at 6%.
201115$850,671$111,678$22,336iApproximate average salary by contribution assumption: employee only about $558,390 at 4% or $372,260 at 6%; with 50% employer match about $372,260 at 4% or $248,173 at 6%; with 100% employer match about $279,195 at 4% or $186,130 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$850,671$111,678$22,336iApproximate average salary by contribution assumption: employee only about $558,390 at 4% or $372,260 at 6%; with 50% employer match about $372,260 at 4% or $248,173 at 6%; with 100% employer match about $279,195 at 4% or $186,130 at 6%.
201015$728,220$113,910$22,782iApproximate average salary by contribution assumption: employee only about $569,550 at 4% or $379,700 at 6%; with 50% employer match about $379,700 at 4% or $253,133 at 6%; with 100% employer match about $284,775 at 4% or $189,850 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$728,220$113,910$22,782iApproximate average salary by contribution assumption: employee only about $569,550 at 4% or $379,700 at 6%; with 50% employer match about $379,700 at 4% or $253,133 at 6%; with 100% employer match about $284,775 at 4% or $189,850 at 6%.
200915$562,787$100,095$20,019iApproximate average salary by contribution assumption: employee only about $500,475 at 4% or $333,650 at 6%; with 50% employer match about $333,650 at 4% or $222,433 at 6%; with 100% employer match about $250,238 at 4% or $166,825 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$562,787$100,095$20,019iApproximate average salary by contribution assumption: employee only about $500,475 at 4% or $333,650 at 6%; with 50% employer match about $333,650 at 4% or $222,433 at 6%; with 100% employer match about $250,238 at 4% or $166,825 at 6%.
200815$361,203$92,946$18,589iApproximate average salary by contribution assumption: employee only about $464,730 at 4% or $309,820 at 6%; with 50% employer match about $309,820 at 4% or $206,547 at 6%; with 100% employer match about $232,365 at 4% or $154,910 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-5$361,203$92,946$18,589iApproximate average salary by contribution assumption: employee only about $464,730 at 4% or $309,820 at 6%; with 50% employer match about $309,820 at 4% or $206,547 at 6%; with 100% employer match about $232,365 at 4% or $154,910 at 6%.
200714$348,440$332,719$83,180iApproximate average salary by contribution assumption: employee only about $2,079,494 at 4% or $1,386,329 at 6%; with 50% employer match about $1,386,329 at 4% or $924,219 at 6%; with 100% employer match about $1,039,747 at 4% or $693,165 at 6%.
Jerrald L. Roster, C.P.A. 401 K Profit Sharing Plan-4$348,440$332,719$83,180iApproximate average salary by contribution assumption: employee only about $2,079,494 at 4% or $1,386,329 at 6%; with 50% employer match about $1,386,329 at 4% or $924,219 at 6%; with 100% employer match about $1,039,747 at 4% or $693,165 at 6%.