Dan Rogers, CPA PC
Plan context: Daniel Rogers, CPA PC 401(K) Plan
EIN 23-2217920 • Montoursville, PA • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$872,088
2025 Contributions
$106,256
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 | 6 | $872,088 | $106,256 | $17,709iApproximate average salary by contribution assumption: employee only about $442,733 at 4% or $295,156 at 6%; with 50% employer match about $295,156 at 4% or $196,770 at 6%; with 100% employer match about $221,367 at 4% or $147,578 at 6%. |
| Daniel Rogers, CPA PC 401(K) Plan | - | 6 | $872,088 | $106,256 | $17,709iApproximate average salary by contribution assumption: employee only about $442,733 at 4% or $295,156 at 6%; with 50% employer match about $295,156 at 4% or $196,770 at 6%; with 100% employer match about $221,367 at 4% or $147,578 at 6%. |
| 2024 | 1 | 6 | $673,147 | $93,205 | $15,534iApproximate average salary by contribution assumption: employee only about $388,354 at 4% or $258,903 at 6%; with 50% employer match about $258,903 at 4% or $172,602 at 6%; with 100% employer match about $194,177 at 4% or $129,451 at 6%. |
| Daniel Rogers, CPA PC 401(K) Plan | - | 6 | $673,147 | $93,205 | $15,534iApproximate average salary by contribution assumption: employee only about $388,354 at 4% or $258,903 at 6%; with 50% employer match about $258,903 at 4% or $172,602 at 6%; with 100% employer match about $194,177 at 4% or $129,451 at 6%. |
| 2023 | 1 | 6 | $510,022 | $90,260 | $15,043iApproximate average salary by contribution assumption: employee only about $376,083 at 4% or $250,722 at 6%; with 50% employer match about $250,722 at 4% or $167,148 at 6%; with 100% employer match about $188,042 at 4% or $125,361 at 6%. |
| Daniel Rogers, CPA PC 401(K) Plan | - | 6 | $510,022 | $90,260 | $15,043iApproximate average salary by contribution assumption: employee only about $376,083 at 4% or $250,722 at 6%; with 50% employer match about $250,722 at 4% or $167,148 at 6%; with 100% employer match about $188,042 at 4% or $125,361 at 6%. |
| 2022 | 1 | 5 | $351,823 | $82,999 | $16,600iApproximate average salary by contribution assumption: employee only about $414,995 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,498 at 4% or $138,332 at 6%. |
| Daniel Rogers, CPA PC 401(K) Plan | - | 5 | $351,823 | $82,999 | $16,600iApproximate average salary by contribution assumption: employee only about $414,995 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,498 at 4% or $138,332 at 6%. |
| 2021 | 1 | 5 | $336,217 | $219,915 | $43,983iApproximate average salary by contribution assumption: employee only about $1,099,575 at 4% or $733,050 at 6%; with 50% employer match about $733,050 at 4% or $488,700 at 6%; with 100% employer match about $549,788 at 4% or $366,525 at 6%. |
| Daniel Rogers, CPA PC 401(K) Plan | - | 5 | $336,217 | $219,915 | $43,983iApproximate average salary by contribution assumption: employee only about $1,099,575 at 4% or $733,050 at 6%; with 50% employer match about $733,050 at 4% or $488,700 at 6%; with 100% employer match about $549,788 at 4% or $366,525 at 6%. |
| 2020 | 1 | 5 | $81,339 | $68,430 | $13,686iApproximate average salary by contribution assumption: employee only about $342,150 at 4% or $228,100 at 6%; with 50% employer match about $228,100 at 4% or $152,067 at 6%; with 100% employer match about $171,075 at 4% or $114,050 at 6%. |
| Daniel Rogers, CPA PC 401(K) Plan | - | 5 | $81,339 | $68,430 | $13,686iApproximate average salary by contribution assumption: employee only about $342,150 at 4% or $228,100 at 6%; with 50% employer match about $228,100 at 4% or $152,067 at 6%; with 100% employer match about $171,075 at 4% or $114,050 at 6%. |