Civic Intelligence

Roach Howard Smith & Barton Inc.

Plan context: Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan

EIN 75-2760506 • Dallas, TX • 25 filings • 6 plans

8750 N. Central ExpresswaySuite 500Dallas, TX 75231
Current Snapshot

Latest Year

2024

2024 Participants

63

2024 Assets

$15,461,332

2024 Contributions

$798,644

Historical Graphs

Total Assets Over Time

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

$18,713,844$9,356,922$0200120132024YearValue
$15,461,332Latest year 2024

Participants Over Time

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

84420200020122024YearValue
63Latest 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
2024163$15,461,332$798,644$12,677iApproximate average salary by contribution assumption: employee only about $316,922 at 4% or $211,281 at 6%; with 50% employer match about $211,281 at 4% or $140,854 at 6%; with 100% employer match about $158,461 at 4% or $105,641 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-63$15,461,332$798,644$12,677iApproximate average salary by contribution assumption: employee only about $316,922 at 4% or $211,281 at 6%; with 50% employer match about $211,281 at 4% or $140,854 at 6%; with 100% employer match about $158,461 at 4% or $105,641 at 6%.
2023159$13,327,642$663,154$11,240iApproximate average salary by contribution assumption: employee only about $280,997 at 4% or $187,332 at 6%; with 50% employer match about $187,332 at 4% or $124,888 at 6%; with 100% employer match about $140,499 at 4% or $93,666 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-59$13,327,642$663,154$11,240iApproximate average salary by contribution assumption: employee only about $280,997 at 4% or $187,332 at 6%; with 50% employer match about $187,332 at 4% or $124,888 at 6%; with 100% employer match about $140,499 at 4% or $93,666 at 6%.
2022162$13,853,008$594,533$9,589iApproximate average salary by contribution assumption: employee only about $239,731 at 4% or $159,821 at 6%; with 50% employer match about $159,821 at 4% or $106,547 at 6%; with 100% employer match about $119,866 at 4% or $79,910 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-62$13,853,008$594,533$9,589iApproximate average salary by contribution assumption: employee only about $239,731 at 4% or $159,821 at 6%; with 50% employer match about $159,821 at 4% or $106,547 at 6%; with 100% employer match about $119,866 at 4% or $79,910 at 6%.
2021176$18,713,844$657,676$8,654iApproximate average salary by contribution assumption: employee only about $216,341 at 4% or $144,227 at 6%; with 50% employer match about $144,227 at 4% or $96,151 at 6%; with 100% employer match about $108,170 at 4% or $72,114 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-76$18,713,844$657,676$8,654iApproximate average salary by contribution assumption: employee only about $216,341 at 4% or $144,227 at 6%; with 50% employer match about $144,227 at 4% or $96,151 at 6%; with 100% employer match about $108,170 at 4% or $72,114 at 6%.
2020177$17,735,440$994,123$12,911iApproximate average salary by contribution assumption: employee only about $322,767 at 4% or $215,178 at 6%; with 50% employer match about $215,178 at 4% or $143,452 at 6%; with 100% employer match about $161,384 at 4% or $107,589 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-77$17,735,440$994,123$12,911iApproximate average salary by contribution assumption: employee only about $322,767 at 4% or $215,178 at 6%; with 50% employer match about $215,178 at 4% or $143,452 at 6%; with 100% employer match about $161,384 at 4% or $107,589 at 6%.
2019173$15,010,635$768,510$10,528iApproximate average salary by contribution assumption: employee only about $263,188 at 4% or $175,459 at 6%; with 50% employer match about $175,459 at 4% or $116,973 at 6%; with 100% employer match about $131,594 at 4% or $87,729 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-73$15,010,635$768,510$10,528iApproximate average salary by contribution assumption: employee only about $263,188 at 4% or $175,459 at 6%; with 50% employer match about $175,459 at 4% or $116,973 at 6%; with 100% employer match about $131,594 at 4% or $87,729 at 6%.
2018170$13,083,706$1,634,438$23,349iApproximate average salary by contribution assumption: employee only about $583,728 at 4% or $389,152 at 6%; with 50% employer match about $389,152 at 4% or $259,435 at 6%; with 100% employer match about $291,864 at 4% or $194,576 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-70$13,083,706$1,634,438$23,349iApproximate average salary by contribution assumption: employee only about $583,728 at 4% or $389,152 at 6%; with 50% employer match about $389,152 at 4% or $259,435 at 6%; with 100% employer match about $291,864 at 4% or $194,576 at 6%.
2017166$12,513,870$629,122$9,532iApproximate average salary by contribution assumption: employee only about $238,304 at 4% or $158,869 at 6%; with 50% employer match about $158,869 at 4% or $105,913 at 6%; with 100% employer match about $119,152 at 4% or $79,435 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-66$12,513,870$629,122$9,532iApproximate average salary by contribution assumption: employee only about $238,304 at 4% or $158,869 at 6%; with 50% employer match about $158,869 at 4% or $105,913 at 6%; with 100% employer match about $119,152 at 4% or $79,435 at 6%.
2016165$10,659,193$774,840$11,921iApproximate average salary by contribution assumption: employee only about $298,015 at 4% or $198,677 at 6%; with 50% employer match about $198,677 at 4% or $132,451 at 6%; with 100% employer match about $149,008 at 4% or $99,338 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-65$10,659,193$774,840$11,921iApproximate average salary by contribution assumption: employee only about $298,015 at 4% or $198,677 at 6%; with 50% employer match about $198,677 at 4% or $132,451 at 6%; with 100% employer match about $149,008 at 4% or $99,338 at 6%.
2015168$9,987,259$633,403$9,315iApproximate average salary by contribution assumption: employee only about $232,869 at 4% or $155,246 at 6%; with 50% employer match about $155,246 at 4% or $103,497 at 6%; with 100% employer match about $116,434 at 4% or $77,623 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-68$9,987,259$633,403$9,315iApproximate average salary by contribution assumption: employee only about $232,869 at 4% or $155,246 at 6%; with 50% employer match about $155,246 at 4% or $103,497 at 6%; with 100% employer match about $116,434 at 4% or $77,623 at 6%.
2014172$10,039,832$502,888$6,985iApproximate average salary by contribution assumption: employee only about $174,614 at 4% or $116,409 at 6%; with 50% employer match about $116,409 at 4% or $77,606 at 6%; with 100% employer match about $87,307 at 4% or $58,205 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-72$10,039,832$502,888$6,985iApproximate average salary by contribution assumption: employee only about $174,614 at 4% or $116,409 at 6%; with 50% employer match about $116,409 at 4% or $77,606 at 6%; with 100% employer match about $87,307 at 4% or $58,205 at 6%.
2013171$9,481,073$604,249$8,511iApproximate average salary by contribution assumption: employee only about $212,764 at 4% or $141,842 at 6%; with 50% employer match about $141,842 at 4% or $94,562 at 6%; with 100% employer match about $106,382 at 4% or $70,921 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-71$9,481,073$604,249$8,511iApproximate average salary by contribution assumption: employee only about $212,764 at 4% or $141,842 at 6%; with 50% employer match about $141,842 at 4% or $94,562 at 6%; with 100% employer match about $106,382 at 4% or $70,921 at 6%.
2012174$7,598,416$448,071$6,055iApproximate average salary by contribution assumption: employee only about $151,375 at 4% or $100,917 at 6%; with 50% employer match about $100,917 at 4% or $67,278 at 6%; with 100% employer match about $75,688 at 4% or $50,458 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-74$7,598,416$448,071$6,055iApproximate average salary by contribution assumption: employee only about $151,375 at 4% or $100,917 at 6%; with 50% employer match about $100,917 at 4% or $67,278 at 6%; with 100% employer match about $75,688 at 4% or $50,458 at 6%.
2011170$6,581,922$465,270$6,647iApproximate average salary by contribution assumption: employee only about $166,168 at 4% or $110,779 at 6%; with 50% employer match about $110,779 at 4% or $73,852 at 6%; with 100% employer match about $83,084 at 4% or $55,389 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-70$6,581,922$465,270$6,647iApproximate average salary by contribution assumption: employee only about $166,168 at 4% or $110,779 at 6%; with 50% employer match about $110,779 at 4% or $73,852 at 6%; with 100% employer match about $83,084 at 4% or $55,389 at 6%.
2010177$6,447,939$524,137$6,807iApproximate average salary by contribution assumption: employee only about $170,174 at 4% or $113,450 at 6%; with 50% employer match about $113,450 at 4% or $75,633 at 6%; with 100% employer match about $85,087 at 4% or $56,725 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-77$6,447,939$524,137$6,807iApproximate average salary by contribution assumption: employee only about $170,174 at 4% or $113,450 at 6%; with 50% employer match about $113,450 at 4% or $75,633 at 6%; with 100% employer match about $85,087 at 4% or $56,725 at 6%.
2009180$5,578,223$427,644$5,346iApproximate average salary by contribution assumption: employee only about $133,639 at 4% or $89,093 at 6%; with 50% employer match about $89,093 at 4% or $59,395 at 6%; with 100% employer match about $66,819 at 4% or $44,546 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-80$5,578,223$427,644$5,346iApproximate average salary by contribution assumption: employee only about $133,639 at 4% or $89,093 at 6%; with 50% employer match about $89,093 at 4% or $59,395 at 6%; with 100% employer match about $66,819 at 4% or $44,546 at 6%.
2008177$4,185,033$452,380$5,875iApproximate average salary by contribution assumption: employee only about $146,877 at 4% or $97,918 at 6%; with 50% employer match about $97,918 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,959 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-77$4,185,033$452,380$5,875iApproximate average salary by contribution assumption: employee only about $146,877 at 4% or $97,918 at 6%; with 50% employer match about $97,918 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,959 at 6%.
2007180$6,264,203$509,195$6,365iApproximate average salary by contribution assumption: employee only about $159,123 at 4% or $106,082 at 6%; with 50% employer match about $106,082 at 4% or $70,722 at 6%; with 100% employer match about $79,562 at 4% or $53,041 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-80$6,264,203$509,195$6,365iApproximate average salary by contribution assumption: employee only about $159,123 at 4% or $106,082 at 6%; with 50% employer match about $106,082 at 4% or $70,722 at 6%; with 100% employer match about $79,562 at 4% or $53,041 at 6%.
2006184$5,416,412$454,608$5,412iApproximate average salary by contribution assumption: employee only about $135,300 at 4% or $90,200 at 6%; with 50% employer match about $90,200 at 4% or $60,133 at 6%; with 100% employer match about $67,650 at 4% or $45,100 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-84$5,416,412$454,608$5,412iApproximate average salary by contribution assumption: employee only about $135,300 at 4% or $90,200 at 6%; with 50% employer match about $90,200 at 4% or $60,133 at 6%; with 100% employer match about $67,650 at 4% or $45,100 at 6%.
2005170$4,487,962$361,137$5,159iApproximate average salary by contribution assumption: employee only about $128,978 at 4% or $85,985 at 6%; with 50% employer match about $85,985 at 4% or $57,323 at 6%; with 100% employer match about $64,489 at 4% or $42,993 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-70$4,487,962$361,137$5,159iApproximate average salary by contribution assumption: employee only about $128,978 at 4% or $85,985 at 6%; with 50% employer match about $85,985 at 4% or $57,323 at 6%; with 100% employer match about $64,489 at 4% or $42,993 at 6%.
2004171$4,044,897$431,234$6,074iApproximate average salary by contribution assumption: employee only about $151,843 at 4% or $101,229 at 6%; with 50% employer match about $101,229 at 4% or $67,486 at 6%; with 100% employer match about $75,921 at 4% or $50,614 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-71$4,044,897$431,234$6,074iApproximate average salary by contribution assumption: employee only about $151,843 at 4% or $101,229 at 6%; with 50% employer match about $101,229 at 4% or $67,486 at 6%; with 100% employer match about $75,921 at 4% or $50,614 at 6%.
2003164$3,248,333$354,191$5,534iApproximate average salary by contribution assumption: employee only about $138,356 at 4% or $92,237 at 6%; with 50% employer match about $92,237 at 4% or $61,491 at 6%; with 100% employer match about $69,178 at 4% or $46,119 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-64$3,248,333$354,191$5,534iApproximate average salary by contribution assumption: employee only about $138,356 at 4% or $92,237 at 6%; with 50% employer match about $92,237 at 4% or $61,491 at 6%; with 100% employer match about $69,178 at 4% or $46,119 at 6%.
2002166$2,525,865$290,046$4,395iApproximate average salary by contribution assumption: employee only about $109,866 at 4% or $73,244 at 6%; with 50% employer match about $73,244 at 4% or $48,829 at 6%; with 100% employer match about $54,933 at 4% or $36,622 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-66$2,525,865$290,046$4,395iApproximate average salary by contribution assumption: employee only about $109,866 at 4% or $73,244 at 6%; with 50% employer match about $73,244 at 4% or $48,829 at 6%; with 100% employer match about $54,933 at 4% or $36,622 at 6%.
2001153$2,943,006$249,416$4,706iApproximate average salary by contribution assumption: employee only about $117,649 at 4% or $78,433 at 6%; with 50% employer match about $78,433 at 4% or $52,288 at 6%; with 100% employer match about $58,825 at 4% or $39,216 at 6%.
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-53$2,943,006$249,416$4,706iApproximate average salary by contribution assumption: employee only about $117,649 at 4% or $78,433 at 6%; with 50% employer match about $78,433 at 4% or $52,288 at 6%; with 100% employer match about $58,825 at 4% or $39,216 at 6%.
2000151$0$0-
Roach Howard Smith & Barton Inc. 401(K) Profit Sharing Plan-51---