Jones & Roth PC
Plan context: Jones & Roth PC Cash Option Plan
EIN 93-0819646 • Eugene, OR • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
114
2024 Assets
$12,790,293
2024 Contributions
$1,173,154
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 114 | $12,790,293 | $1,173,154 | $10,291iApproximate average salary by contribution assumption: employee only about $257,271 at 4% or $171,514 at 6%; with 50% employer match about $171,514 at 4% or $114,342 at 6%; with 100% employer match about $128,635 at 4% or $85,757 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 114 | $12,790,293 | $1,173,154 | $10,291iApproximate average salary by contribution assumption: employee only about $257,271 at 4% or $171,514 at 6%; with 50% employer match about $171,514 at 4% or $114,342 at 6%; with 100% employer match about $128,635 at 4% or $85,757 at 6%. |
| 2023 | 1 | 116 | $10,845,747 | $1,023,694 | $8,825iApproximate average salary by contribution assumption: employee only about $220,624 at 4% or $147,082 at 6%; with 50% employer match about $147,082 at 4% or $98,055 at 6%; with 100% employer match about $110,312 at 4% or $73,541 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 116 | $10,845,747 | $1,023,694 | $8,825iApproximate average salary by contribution assumption: employee only about $220,624 at 4% or $147,082 at 6%; with 50% employer match about $147,082 at 4% or $98,055 at 6%; with 100% employer match about $110,312 at 4% or $73,541 at 6%. |
| 2022 | 1 | 103 | $10,156,564 | $933,330 | $9,061iApproximate average salary by contribution assumption: employee only about $226,536 at 4% or $151,024 at 6%; with 50% employer match about $151,024 at 4% or $100,683 at 6%; with 100% employer match about $113,268 at 4% or $75,512 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 103 | $10,156,564 | $933,330 | $9,061iApproximate average salary by contribution assumption: employee only about $226,536 at 4% or $151,024 at 6%; with 50% employer match about $151,024 at 4% or $100,683 at 6%; with 100% employer match about $113,268 at 4% or $75,512 at 6%. |
| 2021 | 1 | 104 | $13,315,959 | $914,835 | $8,796iApproximate average salary by contribution assumption: employee only about $219,912 at 4% or $146,608 at 6%; with 50% employer match about $146,608 at 4% or $97,739 at 6%; with 100% employer match about $109,956 at 4% or $73,304 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 104 | $13,315,959 | $914,835 | $8,796iApproximate average salary by contribution assumption: employee only about $219,912 at 4% or $146,608 at 6%; with 50% employer match about $146,608 at 4% or $97,739 at 6%; with 100% employer match about $109,956 at 4% or $73,304 at 6%. |
| 2020 | 1 | 104 | $10,980,622 | $418,312 | $4,022iApproximate average salary by contribution assumption: employee only about $100,556 at 4% or $67,037 at 6%; with 50% employer match about $67,037 at 4% or $44,691 at 6%; with 100% employer match about $50,278 at 4% or $33,519 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 104 | $10,980,622 | $418,312 | $4,022iApproximate average salary by contribution assumption: employee only about $100,556 at 4% or $67,037 at 6%; with 50% employer match about $67,037 at 4% or $44,691 at 6%; with 100% employer match about $50,278 at 4% or $33,519 at 6%. |
| 2019 | 1 | 97 | $10,168,866 | $741,121 | $7,640iApproximate average salary by contribution assumption: employee only about $191,011 at 4% or $127,340 at 6%; with 50% employer match about $127,340 at 4% or $84,894 at 6%; with 100% employer match about $95,505 at 4% or $63,670 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 97 | $10,168,866 | $741,121 | $7,640iApproximate average salary by contribution assumption: employee only about $191,011 at 4% or $127,340 at 6%; with 50% employer match about $127,340 at 4% or $84,894 at 6%; with 100% employer match about $95,505 at 4% or $63,670 at 6%. |
| 2018 | 1 | 98 | $7,749,717 | $728,722 | $7,436iApproximate average salary by contribution assumption: employee only about $185,898 at 4% or $123,932 at 6%; with 50% employer match about $123,932 at 4% or $82,622 at 6%; with 100% employer match about $92,949 at 4% or $61,966 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 98 | $7,749,717 | $728,722 | $7,436iApproximate average salary by contribution assumption: employee only about $185,898 at 4% or $123,932 at 6%; with 50% employer match about $123,932 at 4% or $82,622 at 6%; with 100% employer match about $92,949 at 4% or $61,966 at 6%. |
| 2017 | 1 | 102 | $8,546,707 | $644,098 | $6,315iApproximate average salary by contribution assumption: employee only about $157,867 at 4% or $105,245 at 6%; with 50% employer match about $105,245 at 4% or $70,163 at 6%; with 100% employer match about $78,934 at 4% or $52,622 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 102 | $8,546,707 | $644,098 | $6,315iApproximate average salary by contribution assumption: employee only about $157,867 at 4% or $105,245 at 6%; with 50% employer match about $105,245 at 4% or $70,163 at 6%; with 100% employer match about $78,934 at 4% or $52,622 at 6%. |
| 2016 | 1 | 109 | $7,176,068 | $788,911 | $7,238iApproximate average salary by contribution assumption: employee only about $180,943 at 4% or $120,629 at 6%; with 50% employer match about $120,629 at 4% or $80,419 at 6%; with 100% employer match about $90,471 at 4% or $60,314 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 109 | $7,176,068 | $788,911 | $7,238iApproximate average salary by contribution assumption: employee only about $180,943 at 4% or $120,629 at 6%; with 50% employer match about $120,629 at 4% or $80,419 at 6%; with 100% employer match about $90,471 at 4% or $60,314 at 6%. |
| 2015 | 1 | 99 | $6,985,552 | $658,611 | $6,653iApproximate average salary by contribution assumption: employee only about $166,316 at 4% or $110,877 at 6%; with 50% employer match about $110,877 at 4% or $73,918 at 6%; with 100% employer match about $83,158 at 4% or $55,439 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 99 | $6,985,552 | $658,611 | $6,653iApproximate average salary by contribution assumption: employee only about $166,316 at 4% or $110,877 at 6%; with 50% employer match about $110,877 at 4% or $73,918 at 6%; with 100% employer match about $83,158 at 4% or $55,439 at 6%. |
| 2014 | 1 | 94 | $6,531,462 | $673,063 | $7,160iApproximate average salary by contribution assumption: employee only about $179,006 at 4% or $119,337 at 6%; with 50% employer match about $119,337 at 4% or $79,558 at 6%; with 100% employer match about $89,503 at 4% or $59,669 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 94 | $6,531,462 | $673,063 | $7,160iApproximate average salary by contribution assumption: employee only about $179,006 at 4% or $119,337 at 6%; with 50% employer match about $119,337 at 4% or $79,558 at 6%; with 100% employer match about $89,503 at 4% or $59,669 at 6%. |
| 2013 | 1 | 80 | $6,825,497 | $495,046 | $6,188iApproximate average salary by contribution assumption: employee only about $154,702 at 4% or $103,135 at 6%; with 50% employer match about $103,135 at 4% or $68,756 at 6%; with 100% employer match about $77,351 at 4% or $51,567 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 80 | $6,825,497 | $495,046 | $6,188iApproximate average salary by contribution assumption: employee only about $154,702 at 4% or $103,135 at 6%; with 50% employer match about $103,135 at 4% or $68,756 at 6%; with 100% employer match about $77,351 at 4% or $51,567 at 6%. |
| 2012 | 1 | 91 | $9,102,364 | $518,525 | $5,698iApproximate average salary by contribution assumption: employee only about $142,452 at 4% or $94,968 at 6%; with 50% employer match about $94,968 at 4% or $63,312 at 6%; with 100% employer match about $71,226 at 4% or $47,484 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 91 | $9,102,364 | $518,525 | $5,698iApproximate average salary by contribution assumption: employee only about $142,452 at 4% or $94,968 at 6%; with 50% employer match about $94,968 at 4% or $63,312 at 6%; with 100% employer match about $71,226 at 4% or $47,484 at 6%. |
| 2011 | 1 | 88 | $8,176,545 | $496,947 | $5,647iApproximate average salary by contribution assumption: employee only about $141,178 at 4% or $94,119 at 6%; with 50% employer match about $94,119 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,059 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 88 | $8,176,545 | $496,947 | $5,647iApproximate average salary by contribution assumption: employee only about $141,178 at 4% or $94,119 at 6%; with 50% employer match about $94,119 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,059 at 6%. |
| 2010 | 1 | 89 | $8,520,320 | $359,193 | $4,036iApproximate average salary by contribution assumption: employee only about $100,897 at 4% or $67,265 at 6%; with 50% employer match about $67,265 at 4% or $44,843 at 6%; with 100% employer match about $50,448 at 4% or $33,632 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 89 | $8,520,320 | $359,193 | $4,036iApproximate average salary by contribution assumption: employee only about $100,897 at 4% or $67,265 at 6%; with 50% employer match about $67,265 at 4% or $44,843 at 6%; with 100% employer match about $50,448 at 4% or $33,632 at 6%. |
| 2009 | 1 | 91 | $7,707,594 | $399,830 | $4,394iApproximate average salary by contribution assumption: employee only about $109,843 at 4% or $73,229 at 6%; with 50% employer match about $73,229 at 4% or $48,819 at 6%; with 100% employer match about $54,922 at 4% or $36,614 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 91 | $7,707,594 | $399,830 | $4,394iApproximate average salary by contribution assumption: employee only about $109,843 at 4% or $73,229 at 6%; with 50% employer match about $73,229 at 4% or $48,819 at 6%; with 100% employer match about $54,922 at 4% or $36,614 at 6%. |
| 2008 | 1 | 82 | $0 | $0 | - |
| Jones & Roth PC Cash Option Plan | - | 82 | - | - | - |
| 2007 | 1 | 68 | $0 | $0 | - |
| Jones & Roth PC Cash Option Plan | - | 68 | - | - | - |
| 2006 | 1 | 68 | $7,622,222 | $809,078 | $11,898iApproximate average salary by contribution assumption: employee only about $297,455 at 4% or $198,303 at 6%; with 50% employer match about $198,303 at 4% or $132,202 at 6%; with 100% employer match about $148,728 at 4% or $99,152 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 68 | $7,622,222 | $809,078 | $11,898iApproximate average salary by contribution assumption: employee only about $297,455 at 4% or $198,303 at 6%; with 50% employer match about $198,303 at 4% or $132,202 at 6%; with 100% employer match about $148,728 at 4% or $99,152 at 6%. |
| 2005 | 2 | 75 | $12,167,656 | $1,532,882 | $20,438iApproximate average salary by contribution assumption: employee only about $510,961 at 4% or $340,640 at 6%; with 50% employer match about $340,640 at 4% or $227,094 at 6%; with 100% employer match about $255,480 at 4% or $170,320 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 75 | $6,083,828 | $766,441 | $10,219iApproximate average salary by contribution assumption: employee only about $255,480 at 4% or $170,320 at 6%; with 50% employer match about $170,320 at 4% or $113,547 at 6%; with 100% employer match about $127,740 at 4% or $85,160 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 75 | $6,083,828 | $766,441 | $10,219iApproximate average salary by contribution assumption: employee only about $255,480 at 4% or $170,320 at 6%; with 50% employer match about $170,320 at 4% or $113,547 at 6%; with 100% employer match about $127,740 at 4% or $85,160 at 6%. |
| 2004 | 1 | 68 | $5,854,820 | $710,239 | $10,445iApproximate average salary by contribution assumption: employee only about $261,117 at 4% or $174,078 at 6%; with 50% employer match about $174,078 at 4% or $116,052 at 6%; with 100% employer match about $130,559 at 4% or $87,039 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 68 | $5,854,820 | $710,239 | $10,445iApproximate average salary by contribution assumption: employee only about $261,117 at 4% or $174,078 at 6%; with 50% employer match about $174,078 at 4% or $116,052 at 6%; with 100% employer match about $130,559 at 4% or $87,039 at 6%. |
| 2003 | 1 | 63 | $4,662,216 | $686,889 | $10,903iApproximate average salary by contribution assumption: employee only about $272,575 at 4% or $181,717 at 6%; with 50% employer match about $181,717 at 4% or $121,144 at 6%; with 100% employer match about $136,288 at 4% or $90,858 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 63 | $4,662,216 | $686,889 | $10,903iApproximate average salary by contribution assumption: employee only about $272,575 at 4% or $181,717 at 6%; with 50% employer match about $181,717 at 4% or $121,144 at 6%; with 100% employer match about $136,288 at 4% or $90,858 at 6%. |
| 2002 | 1 | 60 | $0 | $0 | - |
| Jones & Roth PC Cash Option Plan | - | 60 | - | - | - |
| 2001 | 1 | 46 | $0 | $0 | - |
| Jones & Roth PC Cash Option Plan | - | 46 | - | - | - |
| 2000 | 1 | 42 | $0 | $0 | - |
| Jones & Roth PC Cash Option Plan | - | 42 | - | - | - |
| 1999 | 1 | 60 | $3,074,275 | $364,035 | $6,067iApproximate average salary by contribution assumption: employee only about $151,681 at 4% or $101,121 at 6%; with 50% employer match about $101,121 at 4% or $67,414 at 6%; with 100% employer match about $75,841 at 4% or $50,560 at 6%. |
| Jones & Roth PC Cash Option Plan | - | 60 | $3,074,275 | $364,035 | $6,067iApproximate average salary by contribution assumption: employee only about $151,681 at 4% or $101,121 at 6%; with 50% employer match about $101,121 at 4% or $67,414 at 6%; with 100% employer match about $75,841 at 4% or $50,560 at 6%. |