Civic Intelligence

Mark L. Roth, C.P.A.

Plan context: MARK L. ROTH, CPA DEFINED BENEFIT PLAN

EIN 76-0343401 • Stafford, TX • 14 filings • 2 plans

4915 S. Main, Suite 114Stafford, TX 77477
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$488,106

2011 Contributions

$162,000

Historical Graphs

Total Assets Over Time

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

$1,558,043$779,022$0199920062011YearValue
$488,106Latest year 2011

Participants Over Time

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

420199920052011YearValue
4Latest year 2011

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
201114$488,106$162,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
MARK L. ROTH, CPA DEFINED BENEFIT PLAN-4$488,106$162,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
201014$315,894$155,396$38,849iApproximate average salary by contribution assumption: employee only about $971,225 at 4% or $647,483 at 6%; with 50% employer match about $647,483 at 4% or $431,656 at 6%; with 100% employer match about $485,613 at 4% or $323,742 at 6%.
MARK L. ROTH, CPA DEFINED BENEFIT PLAN-4$315,894$155,396$38,849iApproximate average salary by contribution assumption: employee only about $971,225 at 4% or $647,483 at 6%; with 50% employer match about $647,483 at 4% or $431,656 at 6%; with 100% employer match about $485,613 at 4% or $323,742 at 6%.
200923$142,843$128,969$42,990iApproximate average salary by contribution assumption: employee only about $1,074,742 at 4% or $716,494 at 6%; with 50% employer match about $716,494 at 4% or $477,663 at 6%; with 100% employer match about $537,371 at 4% or $358,247 at 6%.
MARK L. ROTH, CPA DEFINED BENEFIT PLAN-3$142,843$128,969$42,990iApproximate average salary by contribution assumption: employee only about $1,074,742 at 4% or $716,494 at 6%; with 50% employer match about $716,494 at 4% or $477,663 at 6%; with 100% employer match about $537,371 at 4% or $358,247 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-0$0--
200813$1,027,091$79,800$26,600iApproximate average salary by contribution assumption: employee only about $665,000 at 4% or $443,333 at 6%; with 50% employer match about $443,333 at 4% or $295,556 at 6%; with 100% employer match about $332,500 at 4% or $221,667 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-3$1,027,091$79,800$26,600iApproximate average salary by contribution assumption: employee only about $665,000 at 4% or $443,333 at 6%; with 50% employer match about $443,333 at 4% or $295,556 at 6%; with 100% employer match about $332,500 at 4% or $221,667 at 6%.
200712$1,558,043$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-2$1,558,043$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
200612$1,350,387$60,940$30,470iApproximate average salary by contribution assumption: employee only about $761,750 at 4% or $507,833 at 6%; with 50% employer match about $507,833 at 4% or $338,556 at 6%; with 100% employer match about $380,875 at 4% or $253,917 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-2$1,350,387$60,940$30,470iApproximate average salary by contribution assumption: employee only about $761,750 at 4% or $507,833 at 6%; with 50% employer match about $507,833 at 4% or $338,556 at 6%; with 100% employer match about $380,875 at 4% or $253,917 at 6%.
200513$815,218$68,520$22,840iApproximate average salary by contribution assumption: employee only about $571,000 at 4% or $380,667 at 6%; with 50% employer match about $380,667 at 4% or $253,778 at 6%; with 100% employer match about $285,500 at 4% or $190,333 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-3$815,218$68,520$22,840iApproximate average salary by contribution assumption: employee only about $571,000 at 4% or $380,667 at 6%; with 50% employer match about $380,667 at 4% or $253,778 at 6%; with 100% employer match about $285,500 at 4% or $190,333 at 6%.
200413$771,004$60,110$20,037iApproximate average salary by contribution assumption: employee only about $500,917 at 4% or $333,944 at 6%; with 50% employer match about $333,944 at 4% or $222,630 at 6%; with 100% employer match about $250,458 at 4% or $166,972 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-3$771,004$60,110$20,037iApproximate average salary by contribution assumption: employee only about $500,917 at 4% or $333,944 at 6%; with 50% employer match about $333,944 at 4% or $222,630 at 6%; with 100% employer match about $250,458 at 4% or $166,972 at 6%.
200312$797,209$52,075$26,038iApproximate average salary by contribution assumption: employee only about $650,938 at 4% or $433,958 at 6%; with 50% employer match about $433,958 at 4% or $289,306 at 6%; with 100% employer match about $325,469 at 4% or $216,979 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-2$797,209$52,075$26,038iApproximate average salary by contribution assumption: employee only about $650,938 at 4% or $433,958 at 6%; with 50% employer match about $433,958 at 4% or $289,306 at 6%; with 100% employer match about $325,469 at 4% or $216,979 at 6%.
200212$843,620$45,250$22,625iApproximate average salary by contribution assumption: employee only about $565,625 at 4% or $377,083 at 6%; with 50% employer match about $377,083 at 4% or $251,389 at 6%; with 100% employer match about $282,813 at 4% or $188,542 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-2$843,620$45,250$22,625iApproximate average salary by contribution assumption: employee only about $565,625 at 4% or $377,083 at 6%; with 50% employer match about $377,083 at 4% or $251,389 at 6%; with 100% employer match about $282,813 at 4% or $188,542 at 6%.
200111$0$0-
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-1---
200012$1,062,434$39,264$19,632iApproximate average salary by contribution assumption: employee only about $490,800 at 4% or $327,200 at 6%; with 50% employer match about $327,200 at 4% or $218,133 at 6%; with 100% employer match about $245,400 at 4% or $163,600 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-2$1,062,434$39,264$19,632iApproximate average salary by contribution assumption: employee only about $490,800 at 4% or $327,200 at 6%; with 50% employer match about $327,200 at 4% or $218,133 at 6%; with 100% employer match about $245,400 at 4% or $163,600 at 6%.
199912$1,236,566$39,720$19,860iApproximate average salary by contribution assumption: employee only about $496,500 at 4% or $331,000 at 6%; with 50% employer match about $331,000 at 4% or $220,667 at 6%; with 100% employer match about $248,250 at 4% or $165,500 at 6%.
Mark L. Roth, C.P.A. Money Purchase Plan & Trust-2$1,236,566$39,720$19,860iApproximate average salary by contribution assumption: employee only about $496,500 at 4% or $331,000 at 6%; with 50% employer match about $331,000 at 4% or $220,667 at 6%; with 100% employer match about $248,250 at 4% or $165,500 at 6%.