Civic Intelligence

Jackson/Roskelley Wealth Advisors Inc.

Plan context: Jackson/Roskelley Wealth Advisors Inc. Retirement Trust

EIN 86-0947298 • Scottdale, AZ • 11 filings • 2 plans

9590 E Ironwood Sq Dr, Suite 110Scottdale, AZ 85258
Current Snapshot

Latest Year

2023

2023 Participants

14

2023 Assets

$883,092

2023 Contributions

$285,750

Historical Graphs

Total Assets Over Time

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

$924,337$462,169$0201320182022YearValue
$883,092Latest year 2022

Participants Over Time

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

1470201320182022YearValue
14Latest year 2022

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
202310$0$0-
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-0$0$0-
2022114$883,092$285,750$20,411iApproximate average salary by contribution assumption: employee only about $510,268 at 4% or $340,179 at 6%; with 50% employer match about $340,179 at 4% or $226,786 at 6%; with 100% employer match about $255,134 at 4% or $170,089 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-14$883,092$285,750$20,411iApproximate average salary by contribution assumption: employee only about $510,268 at 4% or $340,179 at 6%; with 50% employer match about $340,179 at 4% or $226,786 at 6%; with 100% employer match about $255,134 at 4% or $170,089 at 6%.
2021114$924,337$240,599$17,186iApproximate average salary by contribution assumption: employee only about $429,641 at 4% or $286,427 at 6%; with 50% employer match about $286,427 at 4% or $190,952 at 6%; with 100% employer match about $214,821 at 4% or $143,214 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-14$924,337$240,599$17,186iApproximate average salary by contribution assumption: employee only about $429,641 at 4% or $286,427 at 6%; with 50% employer match about $286,427 at 4% or $190,952 at 6%; with 100% employer match about $214,821 at 4% or $143,214 at 6%.
202019$673,210$175,416$19,491iApproximate average salary by contribution assumption: employee only about $487,267 at 4% or $324,844 at 6%; with 50% employer match about $324,844 at 4% or $216,563 at 6%; with 100% employer match about $243,633 at 4% or $162,422 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-9$673,210$175,416$19,491iApproximate average salary by contribution assumption: employee only about $487,267 at 4% or $324,844 at 6%; with 50% employer match about $324,844 at 4% or $216,563 at 6%; with 100% employer match about $243,633 at 4% or $162,422 at 6%.
201918$537,704$74,021$9,253iApproximate average salary by contribution assumption: employee only about $231,316 at 4% or $154,210 at 6%; with 50% employer match about $154,210 at 4% or $102,807 at 6%; with 100% employer match about $115,658 at 4% or $77,105 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-8$537,704$74,021$9,253iApproximate average salary by contribution assumption: employee only about $231,316 at 4% or $154,210 at 6%; with 50% employer match about $154,210 at 4% or $102,807 at 6%; with 100% employer match about $115,658 at 4% or $77,105 at 6%.
201818$388,346$170,603$21,325iApproximate average salary by contribution assumption: employee only about $533,134 at 4% or $355,423 at 6%; with 50% employer match about $355,423 at 4% or $236,949 at 6%; with 100% employer match about $266,567 at 4% or $177,711 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-8$388,346$170,603$21,325iApproximate average salary by contribution assumption: employee only about $533,134 at 4% or $355,423 at 6%; with 50% employer match about $355,423 at 4% or $236,949 at 6%; with 100% employer match about $266,567 at 4% or $177,711 at 6%.
201718$243,291$64,930$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,181 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-8$243,291$64,930$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,181 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
201618$252,471$49,017$6,127iApproximate average salary by contribution assumption: employee only about $153,178 at 4% or $102,119 at 6%; with 50% employer match about $102,119 at 4% or $68,079 at 6%; with 100% employer match about $76,589 at 4% or $51,059 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-8$252,471$49,017$6,127iApproximate average salary by contribution assumption: employee only about $153,178 at 4% or $102,119 at 6%; with 50% employer match about $102,119 at 4% or $68,079 at 6%; with 100% employer match about $76,589 at 4% or $51,059 at 6%.
201516$201,232$52,052$8,675iApproximate average salary by contribution assumption: employee only about $216,883 at 4% or $144,589 at 6%; with 50% employer match about $144,589 at 4% or $96,393 at 6%; with 100% employer match about $108,442 at 4% or $72,294 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-6$201,232$52,052$8,675iApproximate average salary by contribution assumption: employee only about $216,883 at 4% or $144,589 at 6%; with 50% employer match about $144,589 at 4% or $96,393 at 6%; with 100% employer match about $108,442 at 4% or $72,294 at 6%.
201416$214,086$55,624$9,271iApproximate average salary by contribution assumption: employee only about $231,767 at 4% or $154,511 at 6%; with 50% employer match about $154,511 at 4% or $103,007 at 6%; with 100% employer match about $115,883 at 4% or $77,256 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-6$214,086$55,624$9,271iApproximate average salary by contribution assumption: employee only about $231,767 at 4% or $154,511 at 6%; with 50% employer match about $154,511 at 4% or $103,007 at 6%; with 100% employer match about $115,883 at 4% or $77,256 at 6%.
201316$147,843$137,695$22,949iApproximate average salary by contribution assumption: employee only about $573,729 at 4% or $382,486 at 6%; with 50% employer match about $382,486 at 4% or $254,991 at 6%; with 100% employer match about $286,865 at 4% or $191,243 at 6%.
Jackson/Roskelley Wealth Advisors Inc. Retirement Trust-6$147,843$137,695$22,949iApproximate average salary by contribution assumption: employee only about $573,729 at 4% or $382,486 at 6%; with 50% employer match about $382,486 at 4% or $254,991 at 6%; with 100% employer match about $286,865 at 4% or $191,243 at 6%.