Civic Intelligence

Rowland Carmichael Advisors Inc.

Plan context: Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust

EIN 86-0568468 • Scottsdale, AZ • 21 filings • 4 plans

6720 North Scottsdale RoadSuite 212Scottsdale, AZ 85253-4426
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$1,645,114

2020 Contributions

$103,941

Historical Graphs

Total Assets Over Time

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

$1,645,114$822,557$0200020102019YearValue
$1,645,114Latest year 2019

Participants Over Time

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

1160200020102019YearValue
8Latest year 2019

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
202010$0$103,941-
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-0-$103,941-
201918$1,645,114$166,836$20,855iApproximate average salary by contribution assumption: employee only about $521,363 at 4% or $347,575 at 6%; with 50% employer match about $347,575 at 4% or $231,717 at 6%; with 100% employer match about $260,681 at 4% or $173,788 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-8$1,645,114$166,836$20,855iApproximate average salary by contribution assumption: employee only about $521,363 at 4% or $347,575 at 6%; with 50% employer match about $347,575 at 4% or $231,717 at 6%; with 100% employer match about $260,681 at 4% or $173,788 at 6%.
201819$1,340,486$144,856$16,095iApproximate average salary by contribution assumption: employee only about $402,378 at 4% or $268,252 at 6%; with 50% employer match about $268,252 at 4% or $178,835 at 6%; with 100% employer match about $201,189 at 4% or $134,126 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$1,340,486$144,856$16,095iApproximate average salary by contribution assumption: employee only about $402,378 at 4% or $268,252 at 6%; with 50% employer match about $268,252 at 4% or $178,835 at 6%; with 100% employer match about $201,189 at 4% or $134,126 at 6%.
2017110$1,382,031$148,430$14,843iApproximate average salary by contribution assumption: employee only about $371,075 at 4% or $247,383 at 6%; with 50% employer match about $247,383 at 4% or $164,922 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-10$1,382,031$148,430$14,843iApproximate average salary by contribution assumption: employee only about $371,075 at 4% or $247,383 at 6%; with 50% employer match about $247,383 at 4% or $164,922 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%.
2016110$1,130,387$133,532$13,353iApproximate average salary by contribution assumption: employee only about $333,830 at 4% or $222,553 at 6%; with 50% employer match about $222,553 at 4% or $148,369 at 6%; with 100% employer match about $166,915 at 4% or $111,277 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-10$1,130,387$133,532$13,353iApproximate average salary by contribution assumption: employee only about $333,830 at 4% or $222,553 at 6%; with 50% employer match about $222,553 at 4% or $148,369 at 6%; with 100% employer match about $166,915 at 4% or $111,277 at 6%.
2015110$987,470$139,826$13,983iApproximate average salary by contribution assumption: employee only about $349,565 at 4% or $233,043 at 6%; with 50% employer match about $233,043 at 4% or $155,362 at 6%; with 100% employer match about $174,783 at 4% or $116,522 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-10$987,470$139,826$13,983iApproximate average salary by contribution assumption: employee only about $349,565 at 4% or $233,043 at 6%; with 50% employer match about $233,043 at 4% or $155,362 at 6%; with 100% employer match about $174,783 at 4% or $116,522 at 6%.
201419$870,606$181,291$20,143iApproximate average salary by contribution assumption: employee only about $503,586 at 4% or $335,724 at 6%; with 50% employer match about $335,724 at 4% or $223,816 at 6%; with 100% employer match about $251,793 at 4% or $167,862 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$870,606$181,291$20,143iApproximate average salary by contribution assumption: employee only about $503,586 at 4% or $335,724 at 6%; with 50% employer match about $335,724 at 4% or $223,816 at 6%; with 100% employer match about $251,793 at 4% or $167,862 at 6%.
201319$1,133,310$83,170$9,241iApproximate average salary by contribution assumption: employee only about $231,028 at 4% or $154,019 at 6%; with 50% employer match about $154,019 at 4% or $102,679 at 6%; with 100% employer match about $115,514 at 4% or $77,009 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$1,133,310$83,170$9,241iApproximate average salary by contribution assumption: employee only about $231,028 at 4% or $154,019 at 6%; with 50% employer match about $154,019 at 4% or $102,679 at 6%; with 100% employer match about $115,514 at 4% or $77,009 at 6%.
201219$975,719$70,789$7,865iApproximate average salary by contribution assumption: employee only about $196,636 at 4% or $131,091 at 6%; with 50% employer match about $131,091 at 4% or $87,394 at 6%; with 100% employer match about $98,318 at 4% or $65,545 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$975,719$70,789$7,865iApproximate average salary by contribution assumption: employee only about $196,636 at 4% or $131,091 at 6%; with 50% employer match about $131,091 at 4% or $87,394 at 6%; with 100% employer match about $98,318 at 4% or $65,545 at 6%.
201119$802,124$66,289$7,365iApproximate average salary by contribution assumption: employee only about $184,136 at 4% or $122,757 at 6%; with 50% employer match about $122,757 at 4% or $81,838 at 6%; with 100% employer match about $92,068 at 4% or $61,379 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$802,124$66,289$7,365iApproximate average salary by contribution assumption: employee only about $184,136 at 4% or $122,757 at 6%; with 50% employer match about $122,757 at 4% or $81,838 at 6%; with 100% employer match about $92,068 at 4% or $61,379 at 6%.
201019$708,294$36,541$4,060iApproximate average salary by contribution assumption: employee only about $101,503 at 4% or $67,669 at 6%; with 50% employer match about $67,669 at 4% or $45,112 at 6%; with 100% employer match about $50,751 at 4% or $33,834 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$708,294$36,541$4,060iApproximate average salary by contribution assumption: employee only about $101,503 at 4% or $67,669 at 6%; with 50% employer match about $67,669 at 4% or $45,112 at 6%; with 100% employer match about $50,751 at 4% or $33,834 at 6%.
200919$584,207$52,257$5,806iApproximate average salary by contribution assumption: employee only about $145,158 at 4% or $96,772 at 6%; with 50% employer match about $96,772 at 4% or $64,515 at 6%; with 100% employer match about $72,579 at 4% or $48,386 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$584,207$52,257$5,806iApproximate average salary by contribution assumption: employee only about $145,158 at 4% or $96,772 at 6%; with 50% employer match about $96,772 at 4% or $64,515 at 6%; with 100% employer match about $72,579 at 4% or $48,386 at 6%.
2008110$441,167$75,336$7,534iApproximate average salary by contribution assumption: employee only about $188,340 at 4% or $125,560 at 6%; with 50% employer match about $125,560 at 4% or $83,707 at 6%; with 100% employer match about $94,170 at 4% or $62,780 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-10$441,167$75,336$7,534iApproximate average salary by contribution assumption: employee only about $188,340 at 4% or $125,560 at 6%; with 50% employer match about $125,560 at 4% or $83,707 at 6%; with 100% employer match about $94,170 at 4% or $62,780 at 6%.
2007111$0$0-
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-11---
200619$585,506$93,138$10,349iApproximate average salary by contribution assumption: employee only about $258,717 at 4% or $172,478 at 6%; with 50% employer match about $172,478 at 4% or $114,985 at 6%; with 100% employer match about $129,358 at 4% or $86,239 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-9$585,506$93,138$10,349iApproximate average salary by contribution assumption: employee only about $258,717 at 4% or $172,478 at 6%; with 50% employer match about $172,478 at 4% or $114,985 at 6%; with 100% employer match about $129,358 at 4% or $86,239 at 6%.
200518$418,633$71,006$8,876iApproximate average salary by contribution assumption: employee only about $221,894 at 4% or $147,929 at 6%; with 50% employer match about $147,929 at 4% or $98,619 at 6%; with 100% employer match about $110,947 at 4% or $73,965 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-8$418,633$71,006$8,876iApproximate average salary by contribution assumption: employee only about $221,894 at 4% or $147,929 at 6%; with 50% employer match about $147,929 at 4% or $98,619 at 6%; with 100% employer match about $110,947 at 4% or $73,965 at 6%.
200418$303,776$44,550$5,569iApproximate average salary by contribution assumption: employee only about $139,219 at 4% or $92,813 at 6%; with 50% employer match about $92,813 at 4% or $61,875 at 6%; with 100% employer match about $69,609 at 4% or $46,406 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-8$303,776$44,550$5,569iApproximate average salary by contribution assumption: employee only about $139,219 at 4% or $92,813 at 6%; with 50% employer match about $92,813 at 4% or $61,875 at 6%; with 100% employer match about $69,609 at 4% or $46,406 at 6%.
200316$233,664$43,768$7,295iApproximate average salary by contribution assumption: employee only about $182,367 at 4% or $121,578 at 6%; with 50% employer match about $121,578 at 4% or $81,052 at 6%; with 100% employer match about $91,183 at 4% or $60,789 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-6$233,664$43,768$7,295iApproximate average salary by contribution assumption: employee only about $182,367 at 4% or $121,578 at 6%; with 50% employer match about $121,578 at 4% or $81,052 at 6%; with 100% employer match about $91,183 at 4% or $60,789 at 6%.
200216$146,950$35,859$5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,608 at 6%; with 50% employer match about $99,608 at 4% or $66,406 at 6%; with 100% employer match about $74,706 at 4% or $49,804 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-6$146,950$35,859$5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,608 at 6%; with 50% employer match about $99,608 at 4% or $66,406 at 6%; with 100% employer match about $74,706 at 4% or $49,804 at 6%.
200118$146,029$44,061$5,508iApproximate average salary by contribution assumption: employee only about $137,691 at 4% or $91,794 at 6%; with 50% employer match about $91,794 at 4% or $61,196 at 6%; with 100% employer match about $68,845 at 4% or $45,897 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-8$146,029$44,061$5,508iApproximate average salary by contribution assumption: employee only about $137,691 at 4% or $91,794 at 6%; with 50% employer match about $91,794 at 4% or $61,196 at 6%; with 100% employer match about $68,845 at 4% or $45,897 at 6%.
200018$160,795$53,680$6,710iApproximate average salary by contribution assumption: employee only about $167,750 at 4% or $111,833 at 6%; with 50% employer match about $111,833 at 4% or $74,556 at 6%; with 100% employer match about $83,875 at 4% or $55,917 at 6%.
Rowland Carmichael Advisors Inc. 401(K) Profit Sharing Plan and Trust-8$160,795$53,680$6,710iApproximate average salary by contribution assumption: employee only about $167,750 at 4% or $111,833 at 6%; with 50% employer match about $111,833 at 4% or $74,556 at 6%; with 100% employer match about $83,875 at 4% or $55,917 at 6%.