Civic Intelligence

Rome, Arata, Baxley, & Stelly LLC

Plan context: Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust

EIN 72-1466883 • Metairie, LA • 18 filings • 5 plans

3636 South I-10 Service Rd WSuite 310Metairie, LA 70001
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,707,769

2024 Contributions

$453,498

Historical Graphs

Total Assets Over Time

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

$4,707,769$2,353,885$0200920172024YearValue
$4,707,769Latest year 2024

Participants Over Time

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

1260200920172024YearValue
9Latest 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
202429$4,707,769$453,498$50,389iApproximate average salary by contribution assumption: employee only about $1,259,717 at 4% or $839,811 at 6%; with 50% employer match about $839,811 at 4% or $559,874 at 6%; with 100% employer match about $629,858 at 4% or $419,906 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-9$4,390,269$135,998$15,111iApproximate average salary by contribution assumption: employee only about $377,772 at 4% or $251,848 at 6%; with 50% employer match about $251,848 at 4% or $167,899 at 6%; with 100% employer match about $188,886 at 4% or $125,924 at 6%.
Rome, Arata, Baxley, & Stelly LLC Cash Balance Plan-7$317,500$317,500$45,357iApproximate average salary by contribution assumption: employee only about $1,133,929 at 4% or $755,952 at 6%; with 50% employer match about $755,952 at 4% or $503,968 at 6%; with 100% employer match about $566,964 at 4% or $377,976 at 6%.
202318$3,785,657$272,414$34,052iApproximate average salary by contribution assumption: employee only about $851,294 at 4% or $567,529 at 6%; with 50% employer match about $567,529 at 4% or $378,353 at 6%; with 100% employer match about $425,647 at 4% or $283,765 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-8$3,785,657$272,414$34,052iApproximate average salary by contribution assumption: employee only about $851,294 at 4% or $567,529 at 6%; with 50% employer match about $567,529 at 4% or $378,353 at 6%; with 100% employer match about $425,647 at 4% or $283,765 at 6%.
2022111$3,109,140$279,011$25,365iApproximate average salary by contribution assumption: employee only about $634,116 at 4% or $422,744 at 6%; with 50% employer match about $422,744 at 4% or $281,829 at 6%; with 100% employer match about $317,058 at 4% or $211,372 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-11$3,109,140$279,011$25,365iApproximate average salary by contribution assumption: employee only about $634,116 at 4% or $422,744 at 6%; with 50% employer match about $422,744 at 4% or $281,829 at 6%; with 100% employer match about $317,058 at 4% or $211,372 at 6%.
2021112$3,434,887$226,004$18,834iApproximate average salary by contribution assumption: employee only about $470,842 at 4% or $313,894 at 6%; with 50% employer match about $313,894 at 4% or $209,263 at 6%; with 100% employer match about $235,421 at 4% or $156,947 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-12$3,434,887$226,004$18,834iApproximate average salary by contribution assumption: employee only about $470,842 at 4% or $313,894 at 6%; with 50% employer match about $313,894 at 4% or $209,263 at 6%; with 100% employer match about $235,421 at 4% or $156,947 at 6%.
202019$2,891,509$205,210$22,801iApproximate average salary by contribution assumption: employee only about $570,028 at 4% or $380,019 at 6%; with 50% employer match about $380,019 at 4% or $253,346 at 6%; with 100% employer match about $285,014 at 4% or $190,009 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-9$2,891,509$205,210$22,801iApproximate average salary by contribution assumption: employee only about $570,028 at 4% or $380,019 at 6%; with 50% employer match about $380,019 at 4% or $253,346 at 6%; with 100% employer match about $285,014 at 4% or $190,009 at 6%.
2019110$2,795,892$233,874$23,387iApproximate average salary by contribution assumption: employee only about $584,685 at 4% or $389,790 at 6%; with 50% employer match about $389,790 at 4% or $259,860 at 6%; with 100% employer match about $292,343 at 4% or $194,895 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-10$2,795,892$233,874$23,387iApproximate average salary by contribution assumption: employee only about $584,685 at 4% or $389,790 at 6%; with 50% employer match about $389,790 at 4% or $259,860 at 6%; with 100% employer match about $292,343 at 4% or $194,895 at 6%.
201819$2,227,265$205,377$22,820iApproximate average salary by contribution assumption: employee only about $570,492 at 4% or $380,328 at 6%; with 50% employer match about $380,328 at 4% or $253,552 at 6%; with 100% employer match about $285,246 at 4% or $190,164 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-9$2,227,265$205,377$22,820iApproximate average salary by contribution assumption: employee only about $570,492 at 4% or $380,328 at 6%; with 50% employer match about $380,328 at 4% or $253,552 at 6%; with 100% employer match about $285,246 at 4% or $190,164 at 6%.
201718$2,091,548$208,858$26,107iApproximate average salary by contribution assumption: employee only about $652,681 at 4% or $435,121 at 6%; with 50% employer match about $435,121 at 4% or $290,081 at 6%; with 100% employer match about $326,341 at 4% or $217,560 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-8$2,091,548$208,858$26,107iApproximate average salary by contribution assumption: employee only about $652,681 at 4% or $435,121 at 6%; with 50% employer match about $435,121 at 4% or $290,081 at 6%; with 100% employer match about $326,341 at 4% or $217,560 at 6%.
201618$1,740,885$203,261$25,408iApproximate average salary by contribution assumption: employee only about $635,191 at 4% or $423,460 at 6%; with 50% employer match about $423,460 at 4% or $282,307 at 6%; with 100% employer match about $317,595 at 4% or $211,730 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-8$1,740,885$203,261$25,408iApproximate average salary by contribution assumption: employee only about $635,191 at 4% or $423,460 at 6%; with 50% employer match about $423,460 at 4% or $282,307 at 6%; with 100% employer match about $317,595 at 4% or $211,730 at 6%.
201518$1,509,880$201,818$25,227iApproximate average salary by contribution assumption: employee only about $630,681 at 4% or $420,454 at 6%; with 50% employer match about $420,454 at 4% or $280,303 at 6%; with 100% employer match about $315,341 at 4% or $210,227 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-8$1,509,880$201,818$25,227iApproximate average salary by contribution assumption: employee only about $630,681 at 4% or $420,454 at 6%; with 50% employer match about $420,454 at 4% or $280,303 at 6%; with 100% employer match about $315,341 at 4% or $210,227 at 6%.
201417$1,362,737$183,224$26,175iApproximate average salary by contribution assumption: employee only about $654,371 at 4% or $436,248 at 6%; with 50% employer match about $436,248 at 4% or $290,832 at 6%; with 100% employer match about $327,186 at 4% or $218,124 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-7$1,362,737$183,224$26,175iApproximate average salary by contribution assumption: employee only about $654,371 at 4% or $436,248 at 6%; with 50% employer match about $436,248 at 4% or $290,832 at 6%; with 100% employer match about $327,186 at 4% or $218,124 at 6%.
201317$1,110,898$181,262$25,895iApproximate average salary by contribution assumption: employee only about $647,364 at 4% or $431,576 at 6%; with 50% employer match about $431,576 at 4% or $287,717 at 6%; with 100% employer match about $323,682 at 4% or $215,788 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-7$1,110,898$181,262$25,895iApproximate average salary by contribution assumption: employee only about $647,364 at 4% or $431,576 at 6%; with 50% employer match about $431,576 at 4% or $287,717 at 6%; with 100% employer match about $323,682 at 4% or $215,788 at 6%.
201217$781,120$383,099$54,728iApproximate average salary by contribution assumption: employee only about $1,368,211 at 4% or $912,140 at 6%; with 50% employer match about $912,140 at 4% or $608,094 at 6%; with 100% employer match about $684,105 at 4% or $456,070 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-7$781,120$383,099$54,728iApproximate average salary by contribution assumption: employee only about $1,368,211 at 4% or $912,140 at 6%; with 50% employer match about $912,140 at 4% or $608,094 at 6%; with 100% employer match about $684,105 at 4% or $456,070 at 6%.
201128$645,455$145,086$18,136iApproximate average salary by contribution assumption: employee only about $453,394 at 4% or $302,263 at 6%; with 50% employer match about $302,263 at 4% or $201,508 at 6%; with 100% employer match about $226,697 at 4% or $151,131 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-8$375,972$72,543$9,068iApproximate average salary by contribution assumption: employee only about $226,697 at 4% or $151,131 at 6%; with 50% employer match about $151,131 at 4% or $100,754 at 6%; with 100% employer match about $113,348 at 4% or $75,566 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-8$269,483$72,543$9,068iApproximate average salary by contribution assumption: employee only about $226,697 at 4% or $151,131 at 6%; with 50% employer match about $151,131 at 4% or $100,754 at 6%; with 100% employer match about $113,348 at 4% or $75,566 at 6%.
201017$384,177$78,780$11,254iApproximate average salary by contribution assumption: employee only about $281,357 at 4% or $187,571 at 6%; with 50% employer match about $187,571 at 4% or $125,048 at 6%; with 100% employer match about $140,679 at 4% or $93,786 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-7$384,177$78,780$11,254iApproximate average salary by contribution assumption: employee only about $281,357 at 4% or $187,571 at 6%; with 50% employer match about $187,571 at 4% or $125,048 at 6%; with 100% employer match about $140,679 at 4% or $93,786 at 6%.
200919$274,517$89,431$9,937iApproximate average salary by contribution assumption: employee only about $248,419 at 4% or $165,613 at 6%; with 50% employer match about $165,613 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,806 at 6%.
Rome, Arata, Baxley, & Stelly LLC 401(K) Profit Sharing Plan & Trust-9$274,517$89,431$9,937iApproximate average salary by contribution assumption: employee only about $248,419 at 4% or $165,613 at 6%; with 50% employer match about $165,613 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,806 at 6%.