Civic Intelligence

Daniel P. Rooke

Plan context: Simplified Employer Pension Plan Daniel Rooke

EIN 90-0139423 • Pacific Palisades, CA • 10 filings • 3 plans

528 Palisades Dr # 712Pacific Palisades, CA 90272-2844
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,450,673

2019 Contributions

$17,500

Historical Graphs

Total Assets Over Time

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

$1,450,673$725,337$0200920152019YearValue
$1,450,673Latest year 2019

Participants Over Time

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

110200920152019YearValue
1Latest 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
201911$1,450,673$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$1,450,673$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201811$1,217,856$17,238$17,238iApproximate average salary by contribution assumption: employee only about $430,950 at 4% or $287,300 at 6%; with 50% employer match about $287,300 at 4% or $191,533 at 6%; with 100% employer match about $215,475 at 4% or $143,650 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$1,217,856$17,238$17,238iApproximate average salary by contribution assumption: employee only about $430,950 at 4% or $287,300 at 6%; with 50% employer match about $287,300 at 4% or $191,533 at 6%; with 100% employer match about $215,475 at 4% or $143,650 at 6%.
201711$1,248,262$21,913$21,913iApproximate average salary by contribution assumption: employee only about $547,825 at 4% or $365,217 at 6%; with 50% employer match about $365,217 at 4% or $243,478 at 6%; with 100% employer match about $273,913 at 4% or $182,608 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$1,248,262$21,913$21,913iApproximate average salary by contribution assumption: employee only about $547,825 at 4% or $365,217 at 6%; with 50% employer match about $365,217 at 4% or $243,478 at 6%; with 100% employer match about $273,913 at 4% or $182,608 at 6%.
201611$1,113,217$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$1,113,217$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201511$1,063,132$14,125$14,125iApproximate average salary by contribution assumption: employee only about $353,125 at 4% or $235,417 at 6%; with 50% employer match about $235,417 at 4% or $156,944 at 6%; with 100% employer match about $176,563 at 4% or $117,708 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$1,063,132$14,125$14,125iApproximate average salary by contribution assumption: employee only about $353,125 at 4% or $235,417 at 6%; with 50% employer match about $235,417 at 4% or $156,944 at 6%; with 100% employer match about $176,563 at 4% or $117,708 at 6%.
201411$974,320$11,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$974,320$11,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201311$877,554$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$877,554$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
201211$760,382$22,600$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$760,382$22,600$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
201011$716,900$18,314$18,314iApproximate average salary by contribution assumption: employee only about $457,850 at 4% or $305,233 at 6%; with 50% employer match about $305,233 at 4% or $203,489 at 6%; with 100% employer match about $228,925 at 4% or $152,617 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$716,900$18,314$18,314iApproximate average salary by contribution assumption: employee only about $457,850 at 4% or $305,233 at 6%; with 50% employer match about $305,233 at 4% or $203,489 at 6%; with 100% employer match about $228,925 at 4% or $152,617 at 6%.
200911$609,895$45,150$45,150iApproximate average salary by contribution assumption: employee only about $1,128,750 at 4% or $752,500 at 6%; with 50% employer match about $752,500 at 4% or $501,667 at 6%; with 100% employer match about $564,375 at 4% or $376,250 at 6%.
Simplified Employer Pension Plan Daniel Rooke-1$609,895$45,150$45,150iApproximate average salary by contribution assumption: employee only about $1,128,750 at 4% or $752,500 at 6%; with 50% employer match about $752,500 at 4% or $501,667 at 6%; with 100% employer match about $564,375 at 4% or $376,250 at 6%.