Civic Intelligence

J a Roth & Associates Inc

Plan context: J a Roth & Associates Inc Defined Benefit Pension Plan

EIN 92-4019350 • Los Angeles, CA • 15 filings • 3 plans

11661 San Vicente Blvd Suite 609Los Angeles, CA 90049
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$672,444

2016 Contributions

$46,600

Historical Graphs

Total Assets Over Time

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

$672,444$336,222$0200520122015YearValue
$672,444Latest year 2015

Participants Over Time

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

420200020092015YearValue
1Latest year 2015

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
201610$0$0-
J a Roth & Associates Inc Defined Benefit Pension Plan-0---
201511$672,444$0-
J a Roth & Associates Inc Defined Benefit Pension Plan-1$672,444--
201411$522,985$46,600$46,600iApproximate average salary by contribution assumption: employee only about $1,165,000 at 4% or $776,667 at 6%; with 50% employer match about $776,667 at 4% or $517,778 at 6%; with 100% employer match about $582,500 at 4% or $388,333 at 6%.
J a Roth & Associates Inc Defined Benefit Pension Plan-1$522,985$46,600$46,600iApproximate average salary by contribution assumption: employee only about $1,165,000 at 4% or $776,667 at 6%; with 50% employer match about $776,667 at 4% or $517,778 at 6%; with 100% employer match about $582,500 at 4% or $388,333 at 6%.
201311$579,725$39,100$39,100iApproximate average salary by contribution assumption: employee only about $977,500 at 4% or $651,667 at 6%; with 50% employer match about $651,667 at 4% or $434,444 at 6%; with 100% employer match about $488,750 at 4% or $325,833 at 6%.
J a Roth & Associates Inc Defined Benefit Pension Plan-1$579,725$39,100$39,100iApproximate average salary by contribution assumption: employee only about $977,500 at 4% or $651,667 at 6%; with 50% employer match about $651,667 at 4% or $434,444 at 6%; with 100% employer match about $488,750 at 4% or $325,833 at 6%.
201211$627,492$224,410$224,410iApproximate average salary by contribution assumption: employee only about $5,610,250 at 4% or $3,740,167 at 6%; with 50% employer match about $3,740,167 at 4% or $2,493,444 at 6%; with 100% employer match about $2,805,125 at 4% or $1,870,083 at 6%.
J a Roth & Associates Inc Defined Benefit Pension Plan-1$627,492$224,410$224,410iApproximate average salary by contribution assumption: employee only about $5,610,250 at 4% or $3,740,167 at 6%; with 50% employer match about $3,740,167 at 4% or $2,493,444 at 6%; with 100% employer match about $2,805,125 at 4% or $1,870,083 at 6%.
201111$540,589$149,100$149,100iApproximate average salary by contribution assumption: employee only about $3,727,500 at 4% or $2,485,000 at 6%; with 50% employer match about $2,485,000 at 4% or $1,656,667 at 6%; with 100% employer match about $1,863,750 at 4% or $1,242,500 at 6%.
J a Roth & Associates Inc Defined Benefit Pension Plan-1$540,589$149,100$149,100iApproximate average salary by contribution assumption: employee only about $3,727,500 at 4% or $2,485,000 at 6%; with 50% employer match about $2,485,000 at 4% or $1,656,667 at 6%; with 100% employer match about $1,863,750 at 4% or $1,242,500 at 6%.
201011$417,510$68,800$68,800iApproximate average salary by contribution assumption: employee only about $1,720,000 at 4% or $1,146,667 at 6%; with 50% employer match about $1,146,667 at 4% or $764,444 at 6%; with 100% employer match about $860,000 at 4% or $573,333 at 6%.
J a Roth & Associates Inc Defined Benefit Pension Plan-1$417,510$68,800$68,800iApproximate average salary by contribution assumption: employee only about $1,720,000 at 4% or $1,146,667 at 6%; with 50% employer match about $1,146,667 at 4% or $764,444 at 6%; with 100% employer match about $860,000 at 4% or $573,333 at 6%.
200914$479,265$75,600$18,900iApproximate average salary by contribution assumption: employee only about $472,500 at 4% or $315,000 at 6%; with 50% employer match about $315,000 at 4% or $210,000 at 6%; with 100% employer match about $236,250 at 4% or $157,500 at 6%.
J a Roth & Associates Inc Defined Benefit Pension Plan-4$479,265$75,600$18,900iApproximate average salary by contribution assumption: employee only about $472,500 at 4% or $315,000 at 6%; with 50% employer match about $315,000 at 4% or $210,000 at 6%; with 100% employer match about $236,250 at 4% or $157,500 at 6%.
200611$0$0-
J.A. ROTH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-1---
200513$437,983$40,019$13,340iApproximate average salary by contribution assumption: employee only about $333,492 at 4% or $222,328 at 6%; with 50% employer match about $222,328 at 4% or $148,219 at 6%; with 100% employer match about $166,746 at 4% or $111,164 at 6%.
J.A. ROTH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-3$437,983$40,019$13,340iApproximate average salary by contribution assumption: employee only about $333,492 at 4% or $222,328 at 6%; with 50% employer match about $222,328 at 4% or $148,219 at 6%; with 100% employer match about $166,746 at 4% or $111,164 at 6%.
200413$0$0-
J.A. ROTH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-3---
200312$0$0-
J.A. ROTH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2---
200213$0$0-
J.A. ROTH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-3---
200112$0$0-
J.A. ROTH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2---
200012$0$0-
J.A. ROTH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2---