Civic Intelligence

Roosevelt Vision Clinic PLLC

Plan context: Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan

EIN 91-1034114 • Seattle, WA • 26 filings • 5 plans

9706 4th Ave NE Ste 100Seattle, WA 98115-2199
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$5,159,525

2025 Contributions

$389,010

Historical Graphs

Total Assets Over Time

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

$5,159,525$2,579,763$0200020142025YearValue
$5,159,525Latest year 2025

Participants Over Time

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

33170200020132025YearValue
26Latest year 2025

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
2025126$5,159,525$389,010$14,962iApproximate average salary by contribution assumption: employee only about $374,048 at 4% or $249,365 at 6%; with 50% employer match about $249,365 at 4% or $166,244 at 6%; with 100% employer match about $187,024 at 4% or $124,683 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-26$5,159,525$389,010$14,962iApproximate average salary by contribution assumption: employee only about $374,048 at 4% or $249,365 at 6%; with 50% employer match about $249,365 at 4% or $166,244 at 6%; with 100% employer match about $187,024 at 4% or $124,683 at 6%.
2024127$4,237,604$300,172$11,117iApproximate average salary by contribution assumption: employee only about $277,937 at 4% or $185,291 at 6%; with 50% employer match about $185,291 at 4% or $123,528 at 6%; with 100% employer match about $138,969 at 4% or $92,646 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-27$4,237,604$300,172$11,117iApproximate average salary by contribution assumption: employee only about $277,937 at 4% or $185,291 at 6%; with 50% employer match about $185,291 at 4% or $123,528 at 6%; with 100% employer match about $138,969 at 4% or $92,646 at 6%.
2023126$3,458,425$284,328$10,936iApproximate average salary by contribution assumption: employee only about $273,392 at 4% or $182,262 at 6%; with 50% employer match about $182,262 at 4% or $121,508 at 6%; with 100% employer match about $136,696 at 4% or $91,131 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-26$3,458,425$284,328$10,936iApproximate average salary by contribution assumption: employee only about $273,392 at 4% or $182,262 at 6%; with 50% employer match about $182,262 at 4% or $121,508 at 6%; with 100% employer match about $136,696 at 4% or $91,131 at 6%.
2022128$2,907,878$287,803$10,279iApproximate average salary by contribution assumption: employee only about $256,967 at 4% or $171,311 at 6%; with 50% employer match about $171,311 at 4% or $114,208 at 6%; with 100% employer match about $128,483 at 4% or $85,656 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-28$2,907,878$287,803$10,279iApproximate average salary by contribution assumption: employee only about $256,967 at 4% or $171,311 at 6%; with 50% employer match about $171,311 at 4% or $114,208 at 6%; with 100% employer match about $128,483 at 4% or $85,656 at 6%.
2021132$3,390,794$441,035$13,782iApproximate average salary by contribution assumption: employee only about $344,559 at 4% or $229,706 at 6%; with 50% employer match about $229,706 at 4% or $153,137 at 6%; with 100% employer match about $172,279 at 4% or $114,853 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-32$3,390,794$441,035$13,782iApproximate average salary by contribution assumption: employee only about $344,559 at 4% or $229,706 at 6%; with 50% employer match about $229,706 at 4% or $153,137 at 6%; with 100% employer match about $172,279 at 4% or $114,853 at 6%.
2020132$3,358,205$307,726$9,616iApproximate average salary by contribution assumption: employee only about $240,411 at 4% or $160,274 at 6%; with 50% employer match about $160,274 at 4% or $106,849 at 6%; with 100% employer match about $120,205 at 4% or $80,137 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-32$3,358,205$307,726$9,616iApproximate average salary by contribution assumption: employee only about $240,411 at 4% or $160,274 at 6%; with 50% employer match about $160,274 at 4% or $106,849 at 6%; with 100% employer match about $120,205 at 4% or $80,137 at 6%.
2019132$3,586,998$486,354$15,199iApproximate average salary by contribution assumption: employee only about $379,964 at 4% or $253,309 at 6%; with 50% employer match about $253,309 at 4% or $168,873 at 6%; with 100% employer match about $189,982 at 4% or $126,655 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-32$3,586,998$486,354$15,199iApproximate average salary by contribution assumption: employee only about $379,964 at 4% or $253,309 at 6%; with 50% employer match about $253,309 at 4% or $168,873 at 6%; with 100% employer match about $189,982 at 4% or $126,655 at 6%.
2018132$2,627,484$215,918$6,747iApproximate average salary by contribution assumption: employee only about $168,686 at 4% or $112,457 at 6%; with 50% employer match about $112,457 at 4% or $74,972 at 6%; with 100% employer match about $84,343 at 4% or $56,229 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-32$2,627,484$215,918$6,747iApproximate average salary by contribution assumption: employee only about $168,686 at 4% or $112,457 at 6%; with 50% employer match about $112,457 at 4% or $74,972 at 6%; with 100% employer match about $84,343 at 4% or $56,229 at 6%.
2017132$2,617,934$218,434$6,826iApproximate average salary by contribution assumption: employee only about $170,652 at 4% or $113,768 at 6%; with 50% employer match about $113,768 at 4% or $75,845 at 6%; with 100% employer match about $85,326 at 4% or $56,884 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-32$2,617,934$218,434$6,826iApproximate average salary by contribution assumption: employee only about $170,652 at 4% or $113,768 at 6%; with 50% employer match about $113,768 at 4% or $75,845 at 6%; with 100% employer match about $85,326 at 4% or $56,884 at 6%.
2016129$2,670,909$288,544$9,950iApproximate average salary by contribution assumption: employee only about $248,745 at 4% or $165,830 at 6%; with 50% employer match about $165,830 at 4% or $110,553 at 6%; with 100% employer match about $124,372 at 4% or $82,915 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-29$2,670,909$288,544$9,950iApproximate average salary by contribution assumption: employee only about $248,745 at 4% or $165,830 at 6%; with 50% employer match about $165,830 at 4% or $110,553 at 6%; with 100% employer match about $124,372 at 4% or $82,915 at 6%.
2015128$2,442,937$235,762$8,420iApproximate average salary by contribution assumption: employee only about $210,502 at 4% or $140,335 at 6%; with 50% employer match about $140,335 at 4% or $93,556 at 6%; with 100% employer match about $105,251 at 4% or $70,167 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-28$2,442,937$235,762$8,420iApproximate average salary by contribution assumption: employee only about $210,502 at 4% or $140,335 at 6%; with 50% employer match about $140,335 at 4% or $93,556 at 6%; with 100% employer match about $105,251 at 4% or $70,167 at 6%.
2014132$2,427,542$244,982$7,656iApproximate average salary by contribution assumption: employee only about $191,392 at 4% or $127,595 at 6%; with 50% employer match about $127,595 at 4% or $85,063 at 6%; with 100% employer match about $95,696 at 4% or $63,797 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-32$2,427,542$244,982$7,656iApproximate average salary by contribution assumption: employee only about $191,392 at 4% or $127,595 at 6%; with 50% employer match about $127,595 at 4% or $85,063 at 6%; with 100% employer match about $95,696 at 4% or $63,797 at 6%.
2013132$2,497,538$222,781$6,962iApproximate average salary by contribution assumption: employee only about $174,048 at 4% or $116,032 at 6%; with 50% employer match about $116,032 at 4% or $77,355 at 6%; with 100% employer match about $87,024 at 4% or $58,016 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-32$2,497,538$222,781$6,962iApproximate average salary by contribution assumption: employee only about $174,048 at 4% or $116,032 at 6%; with 50% employer match about $116,032 at 4% or $77,355 at 6%; with 100% employer match about $87,024 at 4% or $58,016 at 6%.
2012133$2,317,509$210,764$6,387iApproximate average salary by contribution assumption: employee only about $159,670 at 4% or $106,446 at 6%; with 50% employer match about $106,446 at 4% or $70,964 at 6%; with 100% employer match about $79,835 at 4% or $53,223 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-33$2,317,509$210,764$6,387iApproximate average salary by contribution assumption: employee only about $159,670 at 4% or $106,446 at 6%; with 50% employer match about $106,446 at 4% or $70,964 at 6%; with 100% employer match about $79,835 at 4% or $53,223 at 6%.
2011129$1,955,263$210,351$7,253iApproximate average salary by contribution assumption: employee only about $181,337 at 4% or $120,891 at 6%; with 50% employer match about $120,891 at 4% or $80,594 at 6%; with 100% employer match about $90,669 at 4% or $60,446 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-29$1,955,263$210,351$7,253iApproximate average salary by contribution assumption: employee only about $181,337 at 4% or $120,891 at 6%; with 50% employer match about $120,891 at 4% or $80,594 at 6%; with 100% employer match about $90,669 at 4% or $60,446 at 6%.
2010122$1,814,481$161,807$7,355iApproximate average salary by contribution assumption: employee only about $183,872 at 4% or $122,581 at 6%; with 50% employer match about $122,581 at 4% or $81,721 at 6%; with 100% employer match about $91,936 at 4% or $61,291 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-22$1,814,481$161,807$7,355iApproximate average salary by contribution assumption: employee only about $183,872 at 4% or $122,581 at 6%; with 50% employer match about $122,581 at 4% or $81,721 at 6%; with 100% employer match about $91,936 at 4% or $61,291 at 6%.
2009121$1,713,216$138,983$6,618iApproximate average salary by contribution assumption: employee only about $165,456 at 4% or $110,304 at 6%; with 50% employer match about $110,304 at 4% or $73,536 at 6%; with 100% employer match about $82,728 at 4% or $55,152 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-21$1,713,216$138,983$6,618iApproximate average salary by contribution assumption: employee only about $165,456 at 4% or $110,304 at 6%; with 50% employer match about $110,304 at 4% or $73,536 at 6%; with 100% employer match about $82,728 at 4% or $55,152 at 6%.
2008122$1,321,768$137,681$6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-22$1,321,768$137,681$6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.
2007118$0$0-
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-18---
2006120$1,564,681$123,287$6,164iApproximate average salary by contribution assumption: employee only about $154,109 at 4% or $102,739 at 6%; with 50% employer match about $102,739 at 4% or $68,493 at 6%; with 100% employer match about $77,054 at 4% or $51,370 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-20$1,564,681$123,287$6,164iApproximate average salary by contribution assumption: employee only about $154,109 at 4% or $102,739 at 6%; with 50% employer match about $102,739 at 4% or $68,493 at 6%; with 100% employer match about $77,054 at 4% or $51,370 at 6%.
2005120$1,437,747$129,233$6,462iApproximate average salary by contribution assumption: employee only about $161,541 at 4% or $107,694 at 6%; with 50% employer match about $107,694 at 4% or $71,796 at 6%; with 100% employer match about $80,771 at 4% or $53,847 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-20$1,437,747$129,233$6,462iApproximate average salary by contribution assumption: employee only about $161,541 at 4% or $107,694 at 6%; with 50% employer match about $107,694 at 4% or $71,796 at 6%; with 100% employer match about $80,771 at 4% or $53,847 at 6%.
2004120$1,210,683$117,616$5,881iApproximate average salary by contribution assumption: employee only about $147,020 at 4% or $98,013 at 6%; with 50% employer match about $98,013 at 4% or $65,342 at 6%; with 100% employer match about $73,510 at 4% or $49,007 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-20$1,210,683$117,616$5,881iApproximate average salary by contribution assumption: employee only about $147,020 at 4% or $98,013 at 6%; with 50% employer match about $98,013 at 4% or $65,342 at 6%; with 100% employer match about $73,510 at 4% or $49,007 at 6%.
2003119$971,179$111,851$5,887iApproximate average salary by contribution assumption: employee only about $147,172 at 4% or $98,115 at 6%; with 50% employer match about $98,115 at 4% or $65,410 at 6%; with 100% employer match about $73,586 at 4% or $49,057 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-19$971,179$111,851$5,887iApproximate average salary by contribution assumption: employee only about $147,172 at 4% or $98,115 at 6%; with 50% employer match about $98,115 at 4% or $65,410 at 6%; with 100% employer match about $73,586 at 4% or $49,057 at 6%.
2002115$722,791$105,212$7,014iApproximate average salary by contribution assumption: employee only about $175,353 at 4% or $116,902 at 6%; with 50% employer match about $116,902 at 4% or $77,935 at 6%; with 100% employer match about $87,677 at 4% or $58,451 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-15$722,791$105,212$7,014iApproximate average salary by contribution assumption: employee only about $175,353 at 4% or $116,902 at 6%; with 50% employer match about $116,902 at 4% or $77,935 at 6%; with 100% employer match about $87,677 at 4% or $58,451 at 6%.
2001116$0$0-
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-16---
2000116$657,807$87,832$5,490iApproximate average salary by contribution assumption: employee only about $137,238 at 4% or $91,492 at 6%; with 50% employer match about $91,492 at 4% or $60,994 at 6%; with 100% employer match about $68,619 at 4% or $45,746 at 6%.
Roosevelt Vision Source PLLC 401(K) Profit Sharing Plan-16$657,807$87,832$5,490iApproximate average salary by contribution assumption: employee only about $137,238 at 4% or $91,492 at 6%; with 50% employer match about $91,492 at 4% or $60,994 at 6%; with 100% employer match about $68,619 at 4% or $45,746 at 6%.