Civic Intelligence

Ron Rothert Insurance Inc.

Plan context: Ron Rothert Insurance Inc. 401(K) Plan

EIN 93-0584661 • Portland, OR • 25 filings • 2 plans

P.O. Box 13099Portland, OR 97213
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,223,455

2024 Contributions

$92,165

Historical Graphs

Total Assets Over Time

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

$3,223,455$1,611,728$0199920132024YearValue
$3,223,455Latest year 2024

Participants Over Time

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

35180199920122024YearValue
18Latest year 2024

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
2024118$3,223,455$92,165$5,120iApproximate average salary by contribution assumption: employee only about $128,007 at 4% or $85,338 at 6%; with 50% employer match about $85,338 at 4% or $56,892 at 6%; with 100% employer match about $64,003 at 4% or $42,669 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-18$3,223,455$92,165$5,120iApproximate average salary by contribution assumption: employee only about $128,007 at 4% or $85,338 at 6%; with 50% employer match about $85,338 at 4% or $56,892 at 6%; with 100% employer match about $64,003 at 4% or $42,669 at 6%.
2023133$2,863,233$105,916$3,210iApproximate average salary by contribution assumption: employee only about $80,239 at 4% or $53,493 at 6%; with 50% employer match about $53,493 at 4% or $35,662 at 6%; with 100% employer match about $40,120 at 4% or $26,746 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-33$2,863,233$105,916$3,210iApproximate average salary by contribution assumption: employee only about $80,239 at 4% or $53,493 at 6%; with 50% employer match about $53,493 at 4% or $35,662 at 6%; with 100% employer match about $40,120 at 4% or $26,746 at 6%.
2022133$2,379,952$108,671$3,293iApproximate average salary by contribution assumption: employee only about $82,327 at 4% or $54,884 at 6%; with 50% employer match about $54,884 at 4% or $36,590 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-33$2,379,952$108,671$3,293iApproximate average salary by contribution assumption: employee only about $82,327 at 4% or $54,884 at 6%; with 50% employer match about $54,884 at 4% or $36,590 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%.
2021132$2,752,870$113,680$3,553iApproximate average salary by contribution assumption: employee only about $88,813 at 4% or $59,208 at 6%; with 50% employer match about $59,208 at 4% or $39,472 at 6%; with 100% employer match about $44,406 at 4% or $29,604 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-32$2,752,870$113,680$3,553iApproximate average salary by contribution assumption: employee only about $88,813 at 4% or $59,208 at 6%; with 50% employer match about $59,208 at 4% or $39,472 at 6%; with 100% employer match about $44,406 at 4% or $29,604 at 6%.
2020132$2,362,655$126,014$3,938iApproximate average salary by contribution assumption: employee only about $98,448 at 4% or $65,632 at 6%; with 50% employer match about $65,632 at 4% or $43,755 at 6%; with 100% employer match about $49,224 at 4% or $32,816 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-32$2,362,655$126,014$3,938iApproximate average salary by contribution assumption: employee only about $98,448 at 4% or $65,632 at 6%; with 50% employer match about $65,632 at 4% or $43,755 at 6%; with 100% employer match about $49,224 at 4% or $32,816 at 6%.
2019132$1,990,685$111,187$3,475iApproximate average salary by contribution assumption: employee only about $86,865 at 4% or $57,910 at 6%; with 50% employer match about $57,910 at 4% or $38,607 at 6%; with 100% employer match about $43,432 at 4% or $28,955 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-32$1,990,685$111,187$3,475iApproximate average salary by contribution assumption: employee only about $86,865 at 4% or $57,910 at 6%; with 50% employer match about $57,910 at 4% or $38,607 at 6%; with 100% employer match about $43,432 at 4% or $28,955 at 6%.
2018133$1,878,721$119,061$3,608iApproximate average salary by contribution assumption: employee only about $90,198 at 4% or $60,132 at 6%; with 50% employer match about $60,132 at 4% or $40,088 at 6%; with 100% employer match about $45,099 at 4% or $30,066 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-33$1,878,721$119,061$3,608iApproximate average salary by contribution assumption: employee only about $90,198 at 4% or $60,132 at 6%; with 50% employer match about $60,132 at 4% or $40,088 at 6%; with 100% employer match about $45,099 at 4% or $30,066 at 6%.
2017132$2,152,775$108,238$3,382iApproximate average salary by contribution assumption: employee only about $84,561 at 4% or $56,374 at 6%; with 50% employer match about $56,374 at 4% or $37,583 at 6%; with 100% employer match about $42,280 at 4% or $28,187 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-32$2,152,775$108,238$3,382iApproximate average salary by contribution assumption: employee only about $84,561 at 4% or $56,374 at 6%; with 50% employer match about $56,374 at 4% or $37,583 at 6%; with 100% employer match about $42,280 at 4% or $28,187 at 6%.
2016131$1,747,961$107,388$3,464iApproximate average salary by contribution assumption: employee only about $86,603 at 4% or $57,735 at 6%; with 50% employer match about $57,735 at 4% or $38,490 at 6%; with 100% employer match about $43,302 at 4% or $28,868 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-31$1,747,961$107,388$3,464iApproximate average salary by contribution assumption: employee only about $86,603 at 4% or $57,735 at 6%; with 50% employer match about $57,735 at 4% or $38,490 at 6%; with 100% employer match about $43,302 at 4% or $28,868 at 6%.
2015134$1,766,532$106,179$3,123iApproximate average salary by contribution assumption: employee only about $78,073 at 4% or $52,049 at 6%; with 50% employer match about $52,049 at 4% or $34,699 at 6%; with 100% employer match about $39,036 at 4% or $26,024 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-34$1,766,532$106,179$3,123iApproximate average salary by contribution assumption: employee only about $78,073 at 4% or $52,049 at 6%; with 50% employer match about $52,049 at 4% or $34,699 at 6%; with 100% employer match about $39,036 at 4% or $26,024 at 6%.
2014134$2,060,708$103,253$3,037iApproximate average salary by contribution assumption: employee only about $75,921 at 4% or $50,614 at 6%; with 50% employer match about $50,614 at 4% or $33,743 at 6%; with 100% employer match about $37,961 at 4% or $25,307 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-34$2,060,708$103,253$3,037iApproximate average salary by contribution assumption: employee only about $75,921 at 4% or $50,614 at 6%; with 50% employer match about $50,614 at 4% or $33,743 at 6%; with 100% employer match about $37,961 at 4% or $25,307 at 6%.
2013133$1,876,672$85,881$2,602iApproximate average salary by contribution assumption: employee only about $65,061 at 4% or $43,374 at 6%; with 50% employer match about $43,374 at 4% or $28,916 at 6%; with 100% employer match about $32,531 at 4% or $21,687 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-33$1,876,672$85,881$2,602iApproximate average salary by contribution assumption: employee only about $65,061 at 4% or $43,374 at 6%; with 50% employer match about $43,374 at 4% or $28,916 at 6%; with 100% employer match about $32,531 at 4% or $21,687 at 6%.
2012134$1,581,958$82,479$2,426iApproximate average salary by contribution assumption: employee only about $60,646 at 4% or $40,431 at 6%; with 50% employer match about $40,431 at 4% or $26,954 at 6%; with 100% employer match about $30,323 at 4% or $20,215 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-34$1,581,958$82,479$2,426iApproximate average salary by contribution assumption: employee only about $60,646 at 4% or $40,431 at 6%; with 50% employer match about $40,431 at 4% or $26,954 at 6%; with 100% employer match about $30,323 at 4% or $20,215 at 6%.
2011133$1,341,654$81,635$2,474iApproximate average salary by contribution assumption: employee only about $61,845 at 4% or $41,230 at 6%; with 50% employer match about $41,230 at 4% or $27,487 at 6%; with 100% employer match about $30,922 at 4% or $20,615 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-33$1,341,654$81,635$2,474iApproximate average salary by contribution assumption: employee only about $61,845 at 4% or $41,230 at 6%; with 50% employer match about $41,230 at 4% or $27,487 at 6%; with 100% employer match about $30,922 at 4% or $20,615 at 6%.
2010135$1,325,879$181,798$5,194iApproximate average salary by contribution assumption: employee only about $129,856 at 4% or $86,570 at 6%; with 50% employer match about $86,570 at 4% or $57,714 at 6%; with 100% employer match about $64,928 at 4% or $43,285 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-35$1,325,879$181,798$5,194iApproximate average salary by contribution assumption: employee only about $129,856 at 4% or $86,570 at 6%; with 50% employer match about $86,570 at 4% or $57,714 at 6%; with 100% employer match about $64,928 at 4% or $43,285 at 6%.
2009131$1,212,533$106,669$3,441iApproximate average salary by contribution assumption: employee only about $86,023 at 4% or $57,349 at 6%; with 50% employer match about $57,349 at 4% or $38,233 at 6%; with 100% employer match about $43,012 at 4% or $28,674 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-31$1,212,533$106,669$3,441iApproximate average salary by contribution assumption: employee only about $86,023 at 4% or $57,349 at 6%; with 50% employer match about $57,349 at 4% or $38,233 at 6%; with 100% employer match about $43,012 at 4% or $28,674 at 6%.
2008132$1,009,691$157,362$4,918iApproximate average salary by contribution assumption: employee only about $122,939 at 4% or $81,959 at 6%; with 50% employer match about $81,959 at 4% or $54,640 at 6%; with 100% employer match about $61,470 at 4% or $40,980 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-32$1,009,691$157,362$4,918iApproximate average salary by contribution assumption: employee only about $122,939 at 4% or $81,959 at 6%; with 50% employer match about $81,959 at 4% or $54,640 at 6%; with 100% employer match about $61,470 at 4% or $40,980 at 6%.
2007132$0$0-
Ron Rothert Insurance Inc. 401(K) Plan-32---
2006135$1,052,895$192,679$5,505iApproximate average salary by contribution assumption: employee only about $137,628 at 4% or $91,752 at 6%; with 50% employer match about $91,752 at 4% or $61,168 at 6%; with 100% employer match about $68,814 at 4% or $45,876 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-35$1,052,895$192,679$5,505iApproximate average salary by contribution assumption: employee only about $137,628 at 4% or $91,752 at 6%; with 50% employer match about $91,752 at 4% or $61,168 at 6%; with 100% employer match about $68,814 at 4% or $45,876 at 6%.
2005130$766,499$100,113$3,337iApproximate average salary by contribution assumption: employee only about $83,428 at 4% or $55,618 at 6%; with 50% employer match about $55,618 at 4% or $37,079 at 6%; with 100% employer match about $41,714 at 4% or $27,809 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-30$766,499$100,113$3,337iApproximate average salary by contribution assumption: employee only about $83,428 at 4% or $55,618 at 6%; with 50% employer match about $55,618 at 4% or $37,079 at 6%; with 100% employer match about $41,714 at 4% or $27,809 at 6%.
2004131$627,999$107,560$3,470iApproximate average salary by contribution assumption: employee only about $86,742 at 4% or $57,828 at 6%; with 50% employer match about $57,828 at 4% or $38,552 at 6%; with 100% employer match about $43,371 at 4% or $28,914 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-31$627,999$107,560$3,470iApproximate average salary by contribution assumption: employee only about $86,742 at 4% or $57,828 at 6%; with 50% employer match about $57,828 at 4% or $38,552 at 6%; with 100% employer match about $43,371 at 4% or $28,914 at 6%.
2003129$483,225$96,266$3,320iApproximate average salary by contribution assumption: employee only about $82,988 at 4% or $55,325 at 6%; with 50% employer match about $55,325 at 4% or $36,884 at 6%; with 100% employer match about $41,494 at 4% or $27,663 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-29$483,225$96,266$3,320iApproximate average salary by contribution assumption: employee only about $82,988 at 4% or $55,325 at 6%; with 50% employer match about $55,325 at 4% or $36,884 at 6%; with 100% employer match about $41,494 at 4% or $27,663 at 6%.
2002133$343,664$87,671$2,657iApproximate average salary by contribution assumption: employee only about $66,417 at 4% or $44,278 at 6%; with 50% employer match about $44,278 at 4% or $29,519 at 6%; with 100% employer match about $33,209 at 4% or $22,139 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-33$343,664$87,671$2,657iApproximate average salary by contribution assumption: employee only about $66,417 at 4% or $44,278 at 6%; with 50% employer match about $44,278 at 4% or $29,519 at 6%; with 100% employer match about $33,209 at 4% or $22,139 at 6%.
2001127$0$0-
Ron Rothert Insurance Inc. 401(K) Plan-27---
1999123$371,620$56,763$2,468iApproximate average salary by contribution assumption: employee only about $61,699 at 4% or $41,133 at 6%; with 50% employer match about $41,133 at 4% or $27,422 at 6%; with 100% employer match about $30,849 at 4% or $20,566 at 6%.
Ron Rothert Insurance Inc. 401(K) Plan-23$371,620$56,763$2,468iApproximate average salary by contribution assumption: employee only about $61,699 at 4% or $41,133 at 6%; with 50% employer match about $41,133 at 4% or $27,422 at 6%; with 100% employer match about $30,849 at 4% or $20,566 at 6%.