ROOT FINANCIAL PARTNERS
Plan context: ROOT FINANCIAL PARTNERS 401(K) PLAN
EIN 82-2845333 • Solana Beach, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
64
2025 Assets
$2,365,620
2025 Contributions
$1,394,159
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 64 | $2,365,620 | $1,394,159 | $21,784iApproximate average salary by contribution assumption: employee only about $544,593 at 4% or $363,062 at 6%; with 50% employer match about $363,062 at 4% or $242,041 at 6%; with 100% employer match about $272,297 at 4% or $181,531 at 6%. |
| ROOT FINANCIAL PARTNERS 401(K) PLAN | - | 64 | $2,365,620 | $1,394,159 | $21,784iApproximate average salary by contribution assumption: employee only about $544,593 at 4% or $363,062 at 6%; with 50% employer match about $363,062 at 4% or $242,041 at 6%; with 100% employer match about $272,297 at 4% or $181,531 at 6%. |
| 2024 | 1 | 31 | $698,502 | $381,350 | $12,302iApproximate average salary by contribution assumption: employee only about $307,540 at 4% or $205,027 at 6%; with 50% employer match about $205,027 at 4% or $136,685 at 6%; with 100% employer match about $153,770 at 4% or $102,513 at 6%. |
| ROOT FINANCIAL PARTNERS 401(K) PLAN | - | 31 | $698,502 | $381,350 | $12,302iApproximate average salary by contribution assumption: employee only about $307,540 at 4% or $205,027 at 6%; with 50% employer match about $205,027 at 4% or $136,685 at 6%; with 100% employer match about $153,770 at 4% or $102,513 at 6%. |
| 2023 | 1 | 11 | $286,832 | $96,865 | $8,806iApproximate average salary by contribution assumption: employee only about $220,148 at 4% or $146,765 at 6%; with 50% employer match about $146,765 at 4% or $97,843 at 6%; with 100% employer match about $110,074 at 4% or $73,383 at 6%. |
| ROOT FINANCIAL PARTNERS 401(K) PLAN | - | 11 | $286,832 | $96,865 | $8,806iApproximate average salary by contribution assumption: employee only about $220,148 at 4% or $146,765 at 6%; with 50% employer match about $146,765 at 4% or $97,843 at 6%; with 100% employer match about $110,074 at 4% or $73,383 at 6%. |
| 2022 | 1 | 6 | $154,219 | $102,285 | $17,048iApproximate average salary by contribution assumption: employee only about $426,188 at 4% or $284,125 at 6%; with 50% employer match about $284,125 at 4% or $189,417 at 6%; with 100% employer match about $213,094 at 4% or $142,063 at 6%. |
| ROOT FINANCIAL PARTNERS 401(K) PLAN | - | 6 | $154,219 | $102,285 | $17,048iApproximate average salary by contribution assumption: employee only about $426,188 at 4% or $284,125 at 6%; with 50% employer match about $284,125 at 4% or $189,417 at 6%; with 100% employer match about $213,094 at 4% or $142,063 at 6%. |
| 2021 | 1 | 3 | $65,597 | $61,689 | $20,563iApproximate average salary by contribution assumption: employee only about $514,075 at 4% or $342,717 at 6%; with 50% employer match about $342,717 at 4% or $228,478 at 6%; with 100% employer match about $257,038 at 4% or $171,358 at 6%. |
| ROOT FINANCIAL PARTNERS 401(K) PLAN | - | 3 | $65,597 | $61,689 | $20,563iApproximate average salary by contribution assumption: employee only about $514,075 at 4% or $342,717 at 6%; with 50% employer match about $342,717 at 4% or $228,478 at 6%; with 100% employer match about $257,038 at 4% or $171,358 at 6%. |