ROEHL LAW GROUP, PC
Plan context: ROEHL LAW GROUP PC 401(K) PROFIT SHARING PLAN & TRUST
EIN 92-3803601 • Mission Viejo, CA • 5 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,637,725
2025 Contributions
$130,191
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $2,637,725 | $130,191 | $26,038iApproximate average salary by contribution assumption: employee only about $650,955 at 4% or $433,970 at 6%; with 50% employer match about $433,970 at 4% or $289,313 at 6%; with 100% employer match about $325,478 at 4% or $216,985 at 6%. |
| ROEHL LAW GROUP PC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $2,637,725 | $130,191 | $26,038iApproximate average salary by contribution assumption: employee only about $650,955 at 4% or $433,970 at 6%; with 50% employer match about $433,970 at 4% or $289,313 at 6%; with 100% employer match about $325,478 at 4% or $216,985 at 6%. |
| 2024 | 2 | 5 | $2,344,396 | $323,927 | $64,785iApproximate average salary by contribution assumption: employee only about $1,619,635 at 4% or $1,079,757 at 6%; with 50% employer match about $1,079,757 at 4% or $719,838 at 6%; with 100% employer match about $809,818 at 4% or $539,878 at 6%. |
| ROEHL LAW GROUP PC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $2,231,599 | $211,130 | $42,226iApproximate average salary by contribution assumption: employee only about $1,055,650 at 4% or $703,767 at 6%; with 50% employer match about $703,767 at 4% or $469,178 at 6%; with 100% employer match about $527,825 at 4% or $351,883 at 6%. |
| ROEHL LAW GROUP, PC DEFINED BENEFIT PLAN | - | 4 | $112,797 | $112,797 | $28,199iApproximate average salary by contribution assumption: employee only about $704,981 at 4% or $469,988 at 6%; with 50% employer match about $469,988 at 4% or $313,325 at 6%; with 100% employer match about $352,491 at 4% or $234,994 at 6%. |
| 2023 | 2 | 5 | $1,803,940 | $1,650,011 | $330,002iApproximate average salary by contribution assumption: employee only about $8,250,055 at 4% or $5,500,037 at 6%; with 50% employer match about $5,500,037 at 4% or $3,666,691 at 6%; with 100% employer match about $4,125,028 at 4% or $2,750,018 at 6%. |
| ROEHL LAW GROUP PC 401(K) PLAN | - | 5 | $1,803,940 | $1,650,011 | $330,002iApproximate average salary by contribution assumption: employee only about $8,250,055 at 4% or $5,500,037 at 6%; with 50% employer match about $5,500,037 at 4% or $3,666,691 at 6%; with 100% employer match about $4,125,028 at 4% or $2,750,018 at 6%. |
| ROEHL LAW GROUP, PC DEFINED BENEFIT PLAN | - | 5 | $0 | $0 | - |