The Rotunda Group LLC
Plan context: The Rotunda Group 401(K) Profit Sharing Plan
EIN 76-0730114 • Prospect, KY • 31 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,771,840
2024 Contributions
$107,600
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,771,840 | $107,600 | $35,867iApproximate average salary by contribution assumption: employee only about $896,667 at 4% or $597,778 at 6%; with 50% employer match about $597,778 at 4% or $398,519 at 6%; with 100% employer match about $448,333 at 4% or $298,889 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 3 | $1,771,840 | $107,600 | $35,867iApproximate average salary by contribution assumption: employee only about $896,667 at 4% or $597,778 at 6%; with 50% employer match about $597,778 at 4% or $398,519 at 6%; with 100% employer match about $448,333 at 4% or $298,889 at 6%. |
| 2023 | 1 | 3 | $1,453,379 | $48,150 | $16,050iApproximate average salary by contribution assumption: employee only about $401,250 at 4% or $267,500 at 6%; with 50% employer match about $267,500 at 4% or $178,333 at 6%; with 100% employer match about $200,625 at 4% or $133,750 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 3 | $1,453,379 | $48,150 | $16,050iApproximate average salary by contribution assumption: employee only about $401,250 at 4% or $267,500 at 6%; with 50% employer match about $267,500 at 4% or $178,333 at 6%; with 100% employer match about $200,625 at 4% or $133,750 at 6%. |
| 2022 | 1 | 2 | $1,137,044 | $59,000 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 2 | $1,137,044 | $59,000 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| 2021 | 2 | 2 | $3,868,917 | $311,300 | $155,650iApproximate average salary by contribution assumption: employee only about $3,891,250 at 4% or $2,594,167 at 6%; with 50% employer match about $2,594,167 at 4% or $1,729,444 at 6%; with 100% employer match about $1,945,625 at 4% or $1,297,083 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | $2,551,043 | $275,000 | $137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 2 | $1,317,874 | $36,300 | $18,150iApproximate average salary by contribution assumption: employee only about $453,750 at 4% or $302,500 at 6%; with 50% employer match about $302,500 at 4% or $201,667 at 6%; with 100% employer match about $226,875 at 4% or $151,250 at 6%. |
| 2020 | 2 | 2 | $3,113,732 | $336,300 | $168,150iApproximate average salary by contribution assumption: employee only about $4,203,750 at 4% or $2,802,500 at 6%; with 50% employer match about $2,802,500 at 4% or $1,868,333 at 6%; with 100% employer match about $2,101,875 at 4% or $1,401,250 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | $2,062,550 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 2 | $1,051,182 | $36,300 | $18,150iApproximate average salary by contribution assumption: employee only about $453,750 at 4% or $302,500 at 6%; with 50% employer match about $302,500 at 4% or $201,667 at 6%; with 100% employer match about $226,875 at 4% or $151,250 at 6%. |
| 2019 | 2 | 2 | $2,698,413 | $238,902 | $119,451iApproximate average salary by contribution assumption: employee only about $2,986,275 at 4% or $1,990,850 at 6%; with 50% employer match about $1,990,850 at 4% or $1,327,233 at 6%; with 100% employer match about $1,493,138 at 4% or $995,425 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | $1,827,260 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 2 | $871,153 | $38,902 | $19,451iApproximate average salary by contribution assumption: employee only about $486,275 at 4% or $324,183 at 6%; with 50% employer match about $324,183 at 4% or $216,122 at 6%; with 100% employer match about $243,138 at 4% or $162,092 at 6%. |
| 2018 | 2 | 3 | $2,114,952 | $218,500 | $72,833iApproximate average salary by contribution assumption: employee only about $1,820,833 at 4% or $1,213,889 at 6%; with 50% employer match about $1,213,889 at 4% or $809,259 at 6%; with 100% employer match about $910,417 at 4% or $606,944 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $1,454,745 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 1 | $660,207 | $18,500 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| 2017 | 2 | 3 | $2,566,595 | $268,284 | $89,428iApproximate average salary by contribution assumption: employee only about $2,235,700 at 4% or $1,490,467 at 6%; with 50% employer match about $1,490,467 at 4% or $993,644 at 6%; with 100% employer match about $1,117,850 at 4% or $745,233 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $1,872,405 | $250,284 | $83,428iApproximate average salary by contribution assumption: employee only about $2,085,700 at 4% or $1,390,467 at 6%; with 50% employer match about $1,390,467 at 4% or $926,978 at 6%; with 100% employer match about $1,042,850 at 4% or $695,233 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 1 | $694,190 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2016 | 2 | 3 | $3,363,107 | $551,100 | $183,700iApproximate average salary by contribution assumption: employee only about $4,592,500 at 4% or $3,061,667 at 6%; with 50% employer match about $3,061,667 at 4% or $2,041,111 at 6%; with 100% employer match about $2,296,250 at 4% or $1,530,833 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $2,075,840 | $551,100 | $183,700iApproximate average salary by contribution assumption: employee only about $4,592,500 at 4% or $3,061,667 at 6%; with 50% employer match about $3,061,667 at 4% or $2,041,111 at 6%; with 100% employer match about $2,296,250 at 4% or $1,530,833 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 3 | $1,287,267 | - | - |
| 2015 | 1 | 3 | $1,192,464 | $23,147 | $7,716iApproximate average salary by contribution assumption: employee only about $192,892 at 4% or $128,594 at 6%; with 50% employer match about $128,594 at 4% or $85,730 at 6%; with 100% employer match about $96,446 at 4% or $64,297 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 3 | $1,192,464 | $23,147 | $7,716iApproximate average salary by contribution assumption: employee only about $192,892 at 4% or $128,594 at 6%; with 50% employer match about $128,594 at 4% or $85,730 at 6%; with 100% employer match about $96,446 at 4% or $64,297 at 6%. |
| 2014 | 1 | 4 | $1,186,050 | $26,127 | $6,532iApproximate average salary by contribution assumption: employee only about $163,294 at 4% or $108,863 at 6%; with 50% employer match about $108,863 at 4% or $72,575 at 6%; with 100% employer match about $81,647 at 4% or $54,431 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | $1,186,050 | $26,127 | $6,532iApproximate average salary by contribution assumption: employee only about $163,294 at 4% or $108,863 at 6%; with 50% employer match about $108,863 at 4% or $72,575 at 6%; with 100% employer match about $81,647 at 4% or $54,431 at 6%. |
| 2013 | 2 | 3 | $2,235,321 | $226,007 | $75,336iApproximate average salary by contribution assumption: employee only about $1,883,392 at 4% or $1,255,594 at 6%; with 50% employer match about $1,255,594 at 4% or $837,063 at 6%; with 100% employer match about $941,696 at 4% or $627,797 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $1,125,838 | $200,382 | $66,794iApproximate average salary by contribution assumption: employee only about $1,669,850 at 4% or $1,113,233 at 6%; with 50% employer match about $1,113,233 at 4% or $742,156 at 6%; with 100% employer match about $834,925 at 4% or $556,617 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 3 | $1,109,483 | $25,625 | $8,542iApproximate average salary by contribution assumption: employee only about $213,542 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%. |
| 2012 | 2 | 4 | $1,818,150 | $232,111 | $58,028iApproximate average salary by contribution assumption: employee only about $1,450,694 at 4% or $967,129 at 6%; with 50% employer match about $967,129 at 4% or $644,753 at 6%; with 100% employer match about $725,347 at 4% or $483,565 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $954,426 | $213,506 | $71,169iApproximate average salary by contribution assumption: employee only about $1,779,217 at 4% or $1,186,144 at 6%; with 50% employer match about $1,186,144 at 4% or $790,763 at 6%; with 100% employer match about $889,608 at 4% or $593,072 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | $863,724 | $18,605 | $4,651iApproximate average salary by contribution assumption: employee only about $116,281 at 4% or $77,521 at 6%; with 50% employer match about $77,521 at 4% or $51,681 at 6%; with 100% employer match about $58,141 at 4% or $38,760 at 6%. |
| 2011 | 2 | 4 | $1,832,171 | $233,581 | $58,395iApproximate average salary by contribution assumption: employee only about $1,459,881 at 4% or $973,254 at 6%; with 50% employer match about $973,254 at 4% or $648,836 at 6%; with 100% employer match about $729,941 at 4% or $486,627 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | $1,078,791 | $28,330 | $7,083iApproximate average salary by contribution assumption: employee only about $177,063 at 4% or $118,042 at 6%; with 50% employer match about $118,042 at 4% or $78,694 at 6%; with 100% employer match about $88,531 at 4% or $59,021 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $753,380 | $205,251 | $51,313iApproximate average salary by contribution assumption: employee only about $1,282,819 at 4% or $855,213 at 6%; with 50% employer match about $855,213 at 4% or $570,142 at 6%; with 100% employer match about $641,409 at 4% or $427,606 at 6%. |
| 2010 | 2 | 4 | $1,654,887 | $238,664 | $59,666iApproximate average salary by contribution assumption: employee only about $1,491,650 at 4% or $994,433 at 6%; with 50% employer match about $994,433 at 4% or $662,956 at 6%; with 100% employer match about $745,825 at 4% or $497,217 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | $1,054,687 | $53,104 | $13,276iApproximate average salary by contribution assumption: employee only about $331,900 at 4% or $221,267 at 6%; with 50% employer match about $221,267 at 4% or $147,511 at 6%; with 100% employer match about $165,950 at 4% or $110,633 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $600,200 | $185,560 | $46,390iApproximate average salary by contribution assumption: employee only about $1,159,750 at 4% or $773,167 at 6%; with 50% employer match about $773,167 at 4% or $515,444 at 6%; with 100% employer match about $579,875 at 4% or $386,583 at 6%. |
| 2009 | 2 | 4 | $1,327,497 | $270,159 | $67,540iApproximate average salary by contribution assumption: employee only about $1,688,494 at 4% or $1,125,663 at 6%; with 50% employer match about $1,125,663 at 4% or $750,442 at 6%; with 100% employer match about $844,247 at 4% or $562,831 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | $889,291 | $14,354 | $3,589iApproximate average salary by contribution assumption: employee only about $89,713 at 4% or $59,808 at 6%; with 50% employer match about $59,808 at 4% or $39,872 at 6%; with 100% employer match about $44,856 at 4% or $29,904 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $438,206 | $255,805 | $63,951iApproximate average salary by contribution assumption: employee only about $1,598,781 at 4% or $1,065,854 at 6%; with 50% employer match about $1,065,854 at 4% or $710,569 at 6%; with 100% employer match about $799,391 at 4% or $532,927 at 6%. |
| 2008 | 2 | 4 | $955,582 | $261,030 | $65,258iApproximate average salary by contribution assumption: employee only about $1,631,438 at 4% or $1,087,625 at 6%; with 50% employer match about $1,087,625 at 4% or $725,083 at 6%; with 100% employer match about $815,719 at 4% or $543,813 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | $726,837 | $32,285 | $8,071iApproximate average salary by contribution assumption: employee only about $201,781 at 4% or $134,521 at 6%; with 50% employer match about $134,521 at 4% or $89,681 at 6%; with 100% employer match about $100,891 at 4% or $67,260 at 6%. |
| THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $228,745 | $228,745 | $57,186iApproximate average salary by contribution assumption: employee only about $1,429,656 at 4% or $953,104 at 6%; with 50% employer match about $953,104 at 4% or $635,403 at 6%; with 100% employer match about $714,828 at 4% or $476,552 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $657,307 | $205,990 | $51,498iApproximate average salary by contribution assumption: employee only about $1,287,438 at 4% or $858,292 at 6%; with 50% employer match about $858,292 at 4% or $572,194 at 6%; with 100% employer match about $643,719 at 4% or $429,146 at 6%. |
| The Rotunda Group 401(K) Profit Sharing Plan | - | 4 | $657,307 | $205,990 | $51,498iApproximate average salary by contribution assumption: employee only about $1,287,438 at 4% or $858,292 at 6%; with 50% employer match about $858,292 at 4% or $572,194 at 6%; with 100% employer match about $643,719 at 4% or $429,146 at 6%. |