Civic Intelligence

The Root Group Inc.

Plan context: The Root Group Inc. 401K Plan

EIN 84-1149816 • Boulder, CO • 35 filings • 3 plans

1790 30th Street, Suite 140Boulder, CO 80301
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,076,659

2024 Contributions

$81,646

Historical Graphs

Total Assets Over Time

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

$1,815,353$907,677$0199920122024YearValue
$1,076,659Latest year 2024

Participants Over Time

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

26130199920122024YearValue
12Latest 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
2024112$1,076,659$81,646$6,804iApproximate average salary by contribution assumption: employee only about $170,096 at 4% or $113,397 at 6%; with 50% employer match about $113,397 at 4% or $75,598 at 6%; with 100% employer match about $85,048 at 4% or $56,699 at 6%.
The Root Group Inc. 401K Plan-12$1,076,659$81,646$6,804iApproximate average salary by contribution assumption: employee only about $170,096 at 4% or $113,397 at 6%; with 50% employer match about $113,397 at 4% or $75,598 at 6%; with 100% employer match about $85,048 at 4% or $56,699 at 6%.
2023110$1,042,668$99,241$9,924iApproximate average salary by contribution assumption: employee only about $248,103 at 4% or $165,402 at 6%; with 50% employer match about $165,402 at 4% or $110,268 at 6%; with 100% employer match about $124,051 at 4% or $82,701 at 6%.
The Root Group Inc. 401K Plan-10$1,042,668$99,241$9,924iApproximate average salary by contribution assumption: employee only about $248,103 at 4% or $165,402 at 6%; with 50% employer match about $165,402 at 4% or $110,268 at 6%; with 100% employer match about $124,051 at 4% or $82,701 at 6%.
2022111$1,606,838$97,880$8,898iApproximate average salary by contribution assumption: employee only about $222,455 at 4% or $148,303 at 6%; with 50% employer match about $148,303 at 4% or $98,869 at 6%; with 100% employer match about $111,227 at 4% or $74,152 at 6%.
The Root Group Inc. 401K Plan-11$1,606,838$97,880$8,898iApproximate average salary by contribution assumption: employee only about $222,455 at 4% or $148,303 at 6%; with 50% employer match about $148,303 at 4% or $98,869 at 6%; with 100% employer match about $111,227 at 4% or $74,152 at 6%.
2021111$1,815,353$97,863$8,897iApproximate average salary by contribution assumption: employee only about $222,416 at 4% or $148,277 at 6%; with 50% employer match about $148,277 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
The Root Group Inc. 401K Plan-11$1,815,353$97,863$8,897iApproximate average salary by contribution assumption: employee only about $222,416 at 4% or $148,277 at 6%; with 50% employer match about $148,277 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
2020112$1,734,424$142,405$11,867iApproximate average salary by contribution assumption: employee only about $296,677 at 4% or $197,785 at 6%; with 50% employer match about $197,785 at 4% or $131,856 at 6%; with 100% employer match about $148,339 at 4% or $98,892 at 6%.
The Root Group Inc. 401K Plan-12$1,734,424$142,405$11,867iApproximate average salary by contribution assumption: employee only about $296,677 at 4% or $197,785 at 6%; with 50% employer match about $197,785 at 4% or $131,856 at 6%; with 100% employer match about $148,339 at 4% or $98,892 at 6%.
2019111$1,490,935$105,173$9,561iApproximate average salary by contribution assumption: employee only about $239,030 at 4% or $159,353 at 6%; with 50% employer match about $159,353 at 4% or $106,235 at 6%; with 100% employer match about $119,515 at 4% or $79,677 at 6%.
The Root Group Inc. 401K Plan-11$1,490,935$105,173$9,561iApproximate average salary by contribution assumption: employee only about $239,030 at 4% or $159,353 at 6%; with 50% employer match about $159,353 at 4% or $106,235 at 6%; with 100% employer match about $119,515 at 4% or $79,677 at 6%.
2018112$1,157,353$117,919$9,827iApproximate average salary by contribution assumption: employee only about $245,665 at 4% or $163,776 at 6%; with 50% employer match about $163,776 at 4% or $109,184 at 6%; with 100% employer match about $122,832 at 4% or $81,888 at 6%.
The Root Group Inc. 401K Plan-12$1,157,353$117,919$9,827iApproximate average salary by contribution assumption: employee only about $245,665 at 4% or $163,776 at 6%; with 50% employer match about $163,776 at 4% or $109,184 at 6%; with 100% employer match about $122,832 at 4% or $81,888 at 6%.
2017113$1,165,124$124,604$9,585iApproximate average salary by contribution assumption: employee only about $239,623 at 4% or $159,749 at 6%; with 50% employer match about $159,749 at 4% or $106,499 at 6%; with 100% employer match about $119,812 at 4% or $79,874 at 6%.
The Root Group Inc. 401K Plan-13$1,165,124$124,604$9,585iApproximate average salary by contribution assumption: employee only about $239,623 at 4% or $159,749 at 6%; with 50% employer match about $159,749 at 4% or $106,499 at 6%; with 100% employer match about $119,812 at 4% or $79,874 at 6%.
2016115$897,651$123,038$8,203iApproximate average salary by contribution assumption: employee only about $205,063 at 4% or $136,709 at 6%; with 50% employer match about $136,709 at 4% or $91,139 at 6%; with 100% employer match about $102,532 at 4% or $68,354 at 6%.
The Root Group Inc. 401K Plan-15$897,651$123,038$8,203iApproximate average salary by contribution assumption: employee only about $205,063 at 4% or $136,709 at 6%; with 50% employer match about $136,709 at 4% or $91,139 at 6%; with 100% employer match about $102,532 at 4% or $68,354 at 6%.
2015114$809,765$124,749$8,911iApproximate average salary by contribution assumption: employee only about $222,766 at 4% or $148,511 at 6%; with 50% employer match about $148,511 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%.
The Root Group Inc. 401K Plan-14$809,765$124,749$8,911iApproximate average salary by contribution assumption: employee only about $222,766 at 4% or $148,511 at 6%; with 50% employer match about $148,511 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%.
2014110$710,752$70,977$7,098iApproximate average salary by contribution assumption: employee only about $177,443 at 4% or $118,295 at 6%; with 50% employer match about $118,295 at 4% or $78,863 at 6%; with 100% employer match about $88,721 at 4% or $59,148 at 6%.
The Root Group Inc. 401K Plan-10$710,752$70,977$7,098iApproximate average salary by contribution assumption: employee only about $177,443 at 4% or $118,295 at 6%; with 50% employer match about $118,295 at 4% or $78,863 at 6%; with 100% employer match about $88,721 at 4% or $59,148 at 6%.
2013110$597,163$54,183$5,418iApproximate average salary by contribution assumption: employee only about $135,458 at 4% or $90,305 at 6%; with 50% employer match about $90,305 at 4% or $60,203 at 6%; with 100% employer match about $67,729 at 4% or $45,153 at 6%.
The Root Group Inc. 401K Plan-10$597,163$54,183$5,418iApproximate average salary by contribution assumption: employee only about $135,458 at 4% or $90,305 at 6%; with 50% employer match about $90,305 at 4% or $60,203 at 6%; with 100% employer match about $67,729 at 4% or $45,153 at 6%.
201218$453,734$50,117$6,265iApproximate average salary by contribution assumption: employee only about $156,616 at 4% or $104,410 at 6%; with 50% employer match about $104,410 at 4% or $69,607 at 6%; with 100% employer match about $78,308 at 4% or $52,205 at 6%.
The Root Group Inc. 401K Plan-8$453,734$50,117$6,265iApproximate average salary by contribution assumption: employee only about $156,616 at 4% or $104,410 at 6%; with 50% employer match about $104,410 at 4% or $69,607 at 6%; with 100% employer match about $78,308 at 4% or $52,205 at 6%.
201119$395,917$51,328$5,703iApproximate average salary by contribution assumption: employee only about $142,578 at 4% or $95,052 at 6%; with 50% employer match about $95,052 at 4% or $63,368 at 6%; with 100% employer match about $71,289 at 4% or $47,526 at 6%.
The Root Group Inc. 401K Plan-9$395,917$51,328$5,703iApproximate average salary by contribution assumption: employee only about $142,578 at 4% or $95,052 at 6%; with 50% employer match about $95,052 at 4% or $63,368 at 6%; with 100% employer match about $71,289 at 4% or $47,526 at 6%.
2010111$527,277$59,459$5,405iApproximate average salary by contribution assumption: employee only about $135,134 at 4% or $90,089 at 6%; with 50% employer match about $90,089 at 4% or $60,060 at 6%; with 100% employer match about $67,567 at 4% or $45,045 at 6%.
The Root Group Inc. 401K Plan-11$527,277$59,459$5,405iApproximate average salary by contribution assumption: employee only about $135,134 at 4% or $90,089 at 6%; with 50% employer match about $90,089 at 4% or $60,060 at 6%; with 100% employer match about $67,567 at 4% or $45,045 at 6%.
2009213$477,960$74,364$5,720iApproximate average salary by contribution assumption: employee only about $143,008 at 4% or $95,338 at 6%; with 50% employer match about $95,338 at 4% or $63,559 at 6%; with 100% employer match about $71,504 at 4% or $47,669 at 6%.
The Root Group Inc. 401K Plan-13$477,960$74,364$5,720iApproximate average salary by contribution assumption: employee only about $143,008 at 4% or $95,338 at 6%; with 50% employer match about $95,338 at 4% or $63,559 at 6%; with 100% employer match about $71,504 at 4% or $47,669 at 6%.
PREMIUM ONLY PLAN-9---
2008211$442,802$63,222$5,747iApproximate average salary by contribution assumption: employee only about $143,686 at 4% or $95,791 at 6%; with 50% employer match about $95,791 at 4% or $63,861 at 6%; with 100% employer match about $71,843 at 4% or $47,895 at 6%.
The Root Group Inc. 401K Plan-11$442,802$63,222$5,747iApproximate average salary by contribution assumption: employee only about $143,686 at 4% or $95,791 at 6%; with 50% employer match about $95,791 at 4% or $63,861 at 6%; with 100% employer match about $71,843 at 4% or $47,895 at 6%.
PREMIUM ONLY PLAN-10---
2007212$516,206$64,175$5,348iApproximate average salary by contribution assumption: employee only about $133,698 at 4% or $89,132 at 6%; with 50% employer match about $89,132 at 4% or $59,421 at 6%; with 100% employer match about $66,849 at 4% or $44,566 at 6%.
The Root Group Inc. 401K Plan-12$516,206$64,175$5,348iApproximate average salary by contribution assumption: employee only about $133,698 at 4% or $89,132 at 6%; with 50% employer match about $89,132 at 4% or $59,421 at 6%; with 100% employer match about $66,849 at 4% or $44,566 at 6%.
PREMIUM ONLY PLAN-9---
2006214$440,483$58,763$4,197iApproximate average salary by contribution assumption: employee only about $104,934 at 4% or $69,956 at 6%; with 50% employer match about $69,956 at 4% or $46,637 at 6%; with 100% employer match about $52,467 at 4% or $34,978 at 6%.
The Root Group Inc. 401K Plan-14$440,483$58,763$4,197iApproximate average salary by contribution assumption: employee only about $104,934 at 4% or $69,956 at 6%; with 50% employer match about $69,956 at 4% or $46,637 at 6%; with 100% employer match about $52,467 at 4% or $34,978 at 6%.
PREMIUM ONLY PLAN-10---
2005213$340,055$48,812$3,755iApproximate average salary by contribution assumption: employee only about $93,869 at 4% or $62,579 at 6%; with 50% employer match about $62,579 at 4% or $41,720 at 6%; with 100% employer match about $46,935 at 4% or $31,290 at 6%.
The Root Group Inc. 401K Plan-13$340,055$48,812$3,755iApproximate average salary by contribution assumption: employee only about $93,869 at 4% or $62,579 at 6%; with 50% employer match about $62,579 at 4% or $41,720 at 6%; with 100% employer match about $46,935 at 4% or $31,290 at 6%.
PREMIUM ONLY PLAN-10---
2004216$354,609$55,797$3,487iApproximate average salary by contribution assumption: employee only about $87,183 at 4% or $58,122 at 6%; with 50% employer match about $58,122 at 4% or $38,748 at 6%; with 100% employer match about $43,591 at 4% or $29,061 at 6%.
The Root Group Inc. 401K Plan-16$354,609$55,797$3,487iApproximate average salary by contribution assumption: employee only about $87,183 at 4% or $58,122 at 6%; with 50% employer match about $58,122 at 4% or $38,748 at 6%; with 100% employer match about $43,591 at 4% or $29,061 at 6%.
PREMIUM ONLY PLAN-12---
2003215$327,071$55,693$3,713iApproximate average salary by contribution assumption: employee only about $92,822 at 4% or $61,881 at 6%; with 50% employer match about $61,881 at 4% or $41,254 at 6%; with 100% employer match about $46,411 at 4% or $30,941 at 6%.
The Root Group Inc. 401K Plan-15$327,071$55,693$3,713iApproximate average salary by contribution assumption: employee only about $92,822 at 4% or $61,881 at 6%; with 50% employer match about $61,881 at 4% or $41,254 at 6%; with 100% employer match about $46,411 at 4% or $30,941 at 6%.
PREMIUM ONLY PLAN-8---
2002221$312,107$81,932$3,902iApproximate average salary by contribution assumption: employee only about $97,538 at 4% or $65,025 at 6%; with 50% employer match about $65,025 at 4% or $43,350 at 6%; with 100% employer match about $48,769 at 4% or $32,513 at 6%.
The Root Group Inc. 401K Plan-21$312,107$81,932$3,902iApproximate average salary by contribution assumption: employee only about $97,538 at 4% or $65,025 at 6%; with 50% employer match about $65,025 at 4% or $43,350 at 6%; with 100% employer match about $48,769 at 4% or $32,513 at 6%.
PREMIUM ONLY PLAN-10---
2001216$0$0-
The Root Group Inc. 401K Plan-16---
PREMIUM ONLY PLAN-11---
2000122$338,213$209,508$9,523iApproximate average salary by contribution assumption: employee only about $238,077 at 4% or $158,718 at 6%; with 50% employer match about $158,718 at 4% or $105,812 at 6%; with 100% employer match about $119,039 at 4% or $79,359 at 6%.
The Root Group Inc. 401K Plan-22$338,213$209,508$9,523iApproximate average salary by contribution assumption: employee only about $238,077 at 4% or $158,718 at 6%; with 50% employer match about $158,718 at 4% or $105,812 at 6%; with 100% employer match about $119,039 at 4% or $79,359 at 6%.
1999126$248,483$96,167$3,699iApproximate average salary by contribution assumption: employee only about $92,468 at 4% or $61,646 at 6%; with 50% employer match about $61,646 at 4% or $41,097 at 6%; with 100% employer match about $46,234 at 4% or $30,823 at 6%.
The Root Group Inc. 401K Plan-26$248,483$96,167$3,699iApproximate average salary by contribution assumption: employee only about $92,468 at 4% or $61,646 at 6%; with 50% employer match about $61,646 at 4% or $41,097 at 6%; with 100% employer match about $46,234 at 4% or $30,823 at 6%.