Beth Roach Inc
Plan context: Beth Roach Inc 401(K) Profit Sharing Plan & Trust
EIN 83-1375637 • San Diego, CA • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$543,528
2025 Contributions
$19,000
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 | 1 | $543,528 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| Beth Roach Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $543,528 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2024 | 1 | 1 | $409,897 | $44,184 | $44,184iApproximate average salary by contribution assumption: employee only about $1,104,600 at 4% or $736,400 at 6%; with 50% employer match about $736,400 at 4% or $490,933 at 6%; with 100% employer match about $552,300 at 4% or $368,200 at 6%. |
| Beth Roach Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $409,897 | $44,184 | $44,184iApproximate average salary by contribution assumption: employee only about $1,104,600 at 4% or $736,400 at 6%; with 50% employer match about $736,400 at 4% or $490,933 at 6%; with 100% employer match about $552,300 at 4% or $368,200 at 6%. |
| 2023 | 1 | 1 | $252,444 | $55,236 | $55,236iApproximate average salary by contribution assumption: employee only about $1,380,900 at 4% or $920,600 at 6%; with 50% employer match about $920,600 at 4% or $613,733 at 6%; with 100% employer match about $690,450 at 4% or $460,300 at 6%. |
| Beth Roach Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $252,444 | $55,236 | $55,236iApproximate average salary by contribution assumption: employee only about $1,380,900 at 4% or $920,600 at 6%; with 50% employer match about $920,600 at 4% or $613,733 at 6%; with 100% employer match about $690,450 at 4% or $460,300 at 6%. |