Civic Intelligence

Roger M Cass MD PC

Plan context: Roger M Cass MD PC 401 K Profit Sharing Plan Trust

EIN 16-1069399 • Rochester, NY • 22 filings • 5 plans

1580 Elmwood AveRochester, NY 14620-3620
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$80,985

2025 Contributions

$15,966

Historical Graphs

Total Assets Over Time

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

$1,620,692$810,346$0200420142025YearValue
$80,985Latest year 2025

Participants Over Time

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

530200220142025YearValue
4Latest 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
202514$80,985$15,966$3,992iApproximate average salary by contribution assumption: employee only about $99,788 at 4% or $66,525 at 6%; with 50% employer match about $66,525 at 4% or $44,350 at 6%; with 100% employer match about $49,894 at 4% or $33,263 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$80,985$15,966$3,992iApproximate average salary by contribution assumption: employee only about $99,788 at 4% or $66,525 at 6%; with 50% employer match about $66,525 at 4% or $44,350 at 6%; with 100% employer match about $49,894 at 4% or $33,263 at 6%.
202414$93,427$16,026$4,007iApproximate average salary by contribution assumption: employee only about $100,163 at 4% or $66,775 at 6%; with 50% employer match about $66,775 at 4% or $44,517 at 6%; with 100% employer match about $50,081 at 4% or $33,388 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$93,427$16,026$4,007iApproximate average salary by contribution assumption: employee only about $100,163 at 4% or $66,775 at 6%; with 50% employer match about $66,775 at 4% or $44,517 at 6%; with 100% employer match about $50,081 at 4% or $33,388 at 6%.
202314$71,083$16,269$4,067iApproximate average salary by contribution assumption: employee only about $101,681 at 4% or $67,788 at 6%; with 50% employer match about $67,788 at 4% or $45,192 at 6%; with 100% employer match about $50,841 at 4% or $33,894 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$71,083$16,269$4,067iApproximate average salary by contribution assumption: employee only about $101,681 at 4% or $67,788 at 6%; with 50% employer match about $67,788 at 4% or $45,192 at 6%; with 100% employer match about $50,841 at 4% or $33,894 at 6%.
202214$48,514$15,713$3,928iApproximate average salary by contribution assumption: employee only about $98,206 at 4% or $65,471 at 6%; with 50% employer match about $65,471 at 4% or $43,647 at 6%; with 100% employer match about $49,103 at 4% or $32,735 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$48,514$15,713$3,928iApproximate average salary by contribution assumption: employee only about $98,206 at 4% or $65,471 at 6%; with 50% employer match about $65,471 at 4% or $43,647 at 6%; with 100% employer match about $49,103 at 4% or $32,735 at 6%.
202114$1,620,692$21,080$5,270iApproximate average salary by contribution assumption: employee only about $131,750 at 4% or $87,833 at 6%; with 50% employer match about $87,833 at 4% or $58,556 at 6%; with 100% employer match about $65,875 at 4% or $43,917 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$1,620,692$21,080$5,270iApproximate average salary by contribution assumption: employee only about $131,750 at 4% or $87,833 at 6%; with 50% employer match about $87,833 at 4% or $58,556 at 6%; with 100% employer match about $65,875 at 4% or $43,917 at 6%.
202014$1,308,173$35,716$8,929iApproximate average salary by contribution assumption: employee only about $223,225 at 4% or $148,817 at 6%; with 50% employer match about $148,817 at 4% or $99,211 at 6%; with 100% employer match about $111,613 at 4% or $74,408 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$1,308,173$35,716$8,929iApproximate average salary by contribution assumption: employee only about $223,225 at 4% or $148,817 at 6%; with 50% employer match about $148,817 at 4% or $99,211 at 6%; with 100% employer match about $111,613 at 4% or $74,408 at 6%.
201814$879,036$32,563$8,141iApproximate average salary by contribution assumption: employee only about $203,519 at 4% or $135,679 at 6%; with 50% employer match about $135,679 at 4% or $90,453 at 6%; with 100% employer match about $101,759 at 4% or $67,840 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$879,036$32,563$8,141iApproximate average salary by contribution assumption: employee only about $203,519 at 4% or $135,679 at 6%; with 50% employer match about $135,679 at 4% or $90,453 at 6%; with 100% employer match about $101,759 at 4% or $67,840 at 6%.
201714$984,612$31,381$7,845iApproximate average salary by contribution assumption: employee only about $196,131 at 4% or $130,754 at 6%; with 50% employer match about $130,754 at 4% or $87,169 at 6%; with 100% employer match about $98,066 at 4% or $65,377 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$984,612$31,381$7,845iApproximate average salary by contribution assumption: employee only about $196,131 at 4% or $130,754 at 6%; with 50% employer match about $130,754 at 4% or $87,169 at 6%; with 100% employer match about $98,066 at 4% or $65,377 at 6%.
201614$835,757$32,541$8,135iApproximate average salary by contribution assumption: employee only about $203,381 at 4% or $135,588 at 6%; with 50% employer match about $135,588 at 4% or $90,392 at 6%; with 100% employer match about $101,691 at 4% or $67,794 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$835,757$32,541$8,135iApproximate average salary by contribution assumption: employee only about $203,381 at 4% or $135,588 at 6%; with 50% employer match about $135,588 at 4% or $90,392 at 6%; with 100% employer match about $101,691 at 4% or $67,794 at 6%.
201514$731,834$33,129$8,282iApproximate average salary by contribution assumption: employee only about $207,056 at 4% or $138,038 at 6%; with 50% employer match about $138,038 at 4% or $92,025 at 6%; with 100% employer match about $103,528 at 4% or $69,019 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$731,834$33,129$8,282iApproximate average salary by contribution assumption: employee only about $207,056 at 4% or $138,038 at 6%; with 50% employer match about $138,038 at 4% or $92,025 at 6%; with 100% employer match about $103,528 at 4% or $69,019 at 6%.
201414$723,656$31,529$7,882iApproximate average salary by contribution assumption: employee only about $197,056 at 4% or $131,371 at 6%; with 50% employer match about $131,371 at 4% or $87,581 at 6%; with 100% employer match about $98,528 at 4% or $65,685 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$723,656$31,529$7,882iApproximate average salary by contribution assumption: employee only about $197,056 at 4% or $131,371 at 6%; with 50% employer match about $131,371 at 4% or $87,581 at 6%; with 100% employer match about $98,528 at 4% or $65,685 at 6%.
201314$634,002$32,249$8,062iApproximate average salary by contribution assumption: employee only about $201,556 at 4% or $134,371 at 6%; with 50% employer match about $134,371 at 4% or $89,581 at 6%; with 100% employer match about $100,778 at 4% or $67,185 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$634,002$32,249$8,062iApproximate average salary by contribution assumption: employee only about $201,556 at 4% or $134,371 at 6%; with 50% employer match about $134,371 at 4% or $89,581 at 6%; with 100% employer match about $100,778 at 4% or $67,185 at 6%.
201214$466,661$31,401$7,850iApproximate average salary by contribution assumption: employee only about $196,256 at 4% or $130,838 at 6%; with 50% employer match about $130,838 at 4% or $87,225 at 6%; with 100% employer match about $98,128 at 4% or $65,419 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-4$466,661$31,401$7,850iApproximate average salary by contribution assumption: employee only about $196,256 at 4% or $130,838 at 6%; with 50% employer match about $130,838 at 4% or $87,225 at 6%; with 100% employer match about $98,128 at 4% or $65,419 at 6%.
201115$371,484$29,322$5,864iApproximate average salary by contribution assumption: employee only about $146,610 at 4% or $97,740 at 6%; with 50% employer match about $97,740 at 4% or $65,160 at 6%; with 100% employer match about $73,305 at 4% or $48,870 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-5$371,484$29,322$5,864iApproximate average salary by contribution assumption: employee only about $146,610 at 4% or $97,740 at 6%; with 50% employer match about $97,740 at 4% or $65,160 at 6%; with 100% employer match about $73,305 at 4% or $48,870 at 6%.
201013$357,318$29,838$9,946iApproximate average salary by contribution assumption: employee only about $248,650 at 4% or $165,767 at 6%; with 50% employer match about $165,767 at 4% or $110,511 at 6%; with 100% employer match about $124,325 at 4% or $82,883 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-3$357,318$29,838$9,946iApproximate average salary by contribution assumption: employee only about $248,650 at 4% or $165,767 at 6%; with 50% employer match about $165,767 at 4% or $110,511 at 6%; with 100% employer match about $124,325 at 4% or $82,883 at 6%.
200913$266,483$29,606$9,869iApproximate average salary by contribution assumption: employee only about $246,717 at 4% or $164,478 at 6%; with 50% employer match about $164,478 at 4% or $109,652 at 6%; with 100% employer match about $123,358 at 4% or $82,239 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-3$266,483$29,606$9,869iApproximate average salary by contribution assumption: employee only about $246,717 at 4% or $164,478 at 6%; with 50% employer match about $164,478 at 4% or $109,652 at 6%; with 100% employer match about $123,358 at 4% or $82,239 at 6%.
200813$165,110$43,243$14,414iApproximate average salary by contribution assumption: employee only about $360,358 at 4% or $240,239 at 6%; with 50% employer match about $240,239 at 4% or $160,159 at 6%; with 100% employer match about $180,179 at 4% or $120,119 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-3$165,110$43,243$14,414iApproximate average salary by contribution assumption: employee only about $360,358 at 4% or $240,239 at 6%; with 50% employer match about $240,239 at 4% or $160,159 at 6%; with 100% employer match about $180,179 at 4% or $120,119 at 6%.
200713$259,545$33,968$11,323iApproximate average salary by contribution assumption: employee only about $283,067 at 4% or $188,711 at 6%; with 50% employer match about $188,711 at 4% or $125,807 at 6%; with 100% employer match about $141,533 at 4% or $94,356 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-3$259,545$33,968$11,323iApproximate average salary by contribution assumption: employee only about $283,067 at 4% or $188,711 at 6%; with 50% employer match about $188,711 at 4% or $125,807 at 6%; with 100% employer match about $141,533 at 4% or $94,356 at 6%.
200613$207,055$44,490$14,830iApproximate average salary by contribution assumption: employee only about $370,750 at 4% or $247,167 at 6%; with 50% employer match about $247,167 at 4% or $164,778 at 6%; with 100% employer match about $185,375 at 4% or $123,583 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-3$207,055$44,490$14,830iApproximate average salary by contribution assumption: employee only about $370,750 at 4% or $247,167 at 6%; with 50% employer match about $247,167 at 4% or $164,778 at 6%; with 100% employer match about $185,375 at 4% or $123,583 at 6%.
200513$147,863$30,999$10,333iApproximate average salary by contribution assumption: employee only about $258,325 at 4% or $172,217 at 6%; with 50% employer match about $172,217 at 4% or $114,811 at 6%; with 100% employer match about $129,163 at 4% or $86,108 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-3$147,863$30,999$10,333iApproximate average salary by contribution assumption: employee only about $258,325 at 4% or $172,217 at 6%; with 50% employer match about $172,217 at 4% or $114,811 at 6%; with 100% employer match about $129,163 at 4% or $86,108 at 6%.
200415$110,788$50,918$10,184iApproximate average salary by contribution assumption: employee only about $254,590 at 4% or $169,727 at 6%; with 50% employer match about $169,727 at 4% or $113,151 at 6%; with 100% employer match about $127,295 at 4% or $84,863 at 6%.
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-5$110,788$50,918$10,184iApproximate average salary by contribution assumption: employee only about $254,590 at 4% or $169,727 at 6%; with 50% employer match about $169,727 at 4% or $113,151 at 6%; with 100% employer match about $127,295 at 4% or $84,863 at 6%.
200213$0$0-
Roger M Cass MD PC 401 K Profit Sharing Plan Trust-3---