Civic Intelligence

Roger Green & Associates Inc

Plan context: Roger Green && Associates Inc 401K Profit Sharing Plan && Trust

EIN 23-2646287 • New Hope, PA • 22 filings • 4 plans

P.O. Box 118New Hope, PA 18938
Current Snapshot

Latest Year

2020

2020 Participants

35

2020 Assets

$3,910,216

2020 Contributions

$186,909

Historical Graphs

Total Assets Over Time

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

$4,268,490$2,134,245$0199920112019YearValue
$3,910,216Latest year 2019

Participants Over Time

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

40200199920092019YearValue
35Latest year 2019

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
202010$0$0-
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-0$0--
2019135$3,910,216$186,909$5,340iApproximate average salary by contribution assumption: employee only about $133,506 at 4% or $89,004 at 6%; with 50% employer match about $89,004 at 4% or $59,336 at 6%; with 100% employer match about $66,753 at 4% or $44,502 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-35$3,910,216$186,909$5,340iApproximate average salary by contribution assumption: employee only about $133,506 at 4% or $89,004 at 6%; with 50% employer match about $89,004 at 4% or $59,336 at 6%; with 100% employer match about $66,753 at 4% or $44,502 at 6%.
2018134$3,670,846$222,120$6,533iApproximate average salary by contribution assumption: employee only about $163,324 at 4% or $108,882 at 6%; with 50% employer match about $108,882 at 4% or $72,588 at 6%; with 100% employer match about $81,662 at 4% or $54,441 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-34$3,670,846$222,120$6,533iApproximate average salary by contribution assumption: employee only about $163,324 at 4% or $108,882 at 6%; with 50% employer match about $108,882 at 4% or $72,588 at 6%; with 100% employer match about $81,662 at 4% or $54,441 at 6%.
2017140$4,268,490$273,140$6,829iApproximate average salary by contribution assumption: employee only about $170,713 at 4% or $113,808 at 6%; with 50% employer match about $113,808 at 4% or $75,872 at 6%; with 100% employer match about $85,356 at 4% or $56,904 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-40$4,268,490$273,140$6,829iApproximate average salary by contribution assumption: employee only about $170,713 at 4% or $113,808 at 6%; with 50% employer match about $113,808 at 4% or $75,872 at 6%; with 100% employer match about $85,356 at 4% or $56,904 at 6%.
2016135$3,385,053$218,189$6,234iApproximate average salary by contribution assumption: employee only about $155,849 at 4% or $103,900 at 6%; with 50% employer match about $103,900 at 4% or $69,266 at 6%; with 100% employer match about $77,925 at 4% or $51,950 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-35$3,385,053$218,189$6,234iApproximate average salary by contribution assumption: employee only about $155,849 at 4% or $103,900 at 6%; with 50% employer match about $103,900 at 4% or $69,266 at 6%; with 100% employer match about $77,925 at 4% or $51,950 at 6%.
2015133$2,966,045$205,287$6,221iApproximate average salary by contribution assumption: employee only about $155,520 at 4% or $103,680 at 6%; with 50% employer match about $103,680 at 4% or $69,120 at 6%; with 100% employer match about $77,760 at 4% or $51,840 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-33$2,966,045$205,287$6,221iApproximate average salary by contribution assumption: employee only about $155,520 at 4% or $103,680 at 6%; with 50% employer match about $103,680 at 4% or $69,120 at 6%; with 100% employer match about $77,760 at 4% or $51,840 at 6%.
2014132$3,059,310$128,113$4,004iApproximate average salary by contribution assumption: employee only about $100,088 at 4% or $66,726 at 6%; with 50% employer match about $66,726 at 4% or $44,484 at 6%; with 100% employer match about $50,044 at 4% or $33,363 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-32$3,059,310$128,113$4,004iApproximate average salary by contribution assumption: employee only about $100,088 at 4% or $66,726 at 6%; with 50% employer match about $66,726 at 4% or $44,484 at 6%; with 100% employer match about $50,044 at 4% or $33,363 at 6%.
2013135$3,231,172$303,903$8,683iApproximate average salary by contribution assumption: employee only about $217,074 at 4% or $144,716 at 6%; with 50% employer match about $144,716 at 4% or $96,477 at 6%; with 100% employer match about $108,537 at 4% or $72,358 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-35$3,231,172$303,903$8,683iApproximate average salary by contribution assumption: employee only about $217,074 at 4% or $144,716 at 6%; with 50% employer match about $144,716 at 4% or $96,477 at 6%; with 100% employer match about $108,537 at 4% or $72,358 at 6%.
2012136$2,476,019$362,830$10,079iApproximate average salary by contribution assumption: employee only about $251,965 at 4% or $167,977 at 6%; with 50% employer match about $167,977 at 4% or $111,985 at 6%; with 100% employer match about $125,983 at 4% or $83,988 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-36$2,476,019$362,830$10,079iApproximate average salary by contribution assumption: employee only about $251,965 at 4% or $167,977 at 6%; with 50% employer match about $167,977 at 4% or $111,985 at 6%; with 100% employer match about $125,983 at 4% or $83,988 at 6%.
2011136$2,126,913$367,371$10,205iApproximate average salary by contribution assumption: employee only about $255,119 at 4% or $170,079 at 6%; with 50% employer match about $170,079 at 4% or $113,386 at 6%; with 100% employer match about $127,559 at 4% or $85,040 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-36$2,126,913$367,371$10,205iApproximate average salary by contribution assumption: employee only about $255,119 at 4% or $170,079 at 6%; with 50% employer match about $170,079 at 4% or $113,386 at 6%; with 100% employer match about $127,559 at 4% or $85,040 at 6%.
2010123$1,959,564$346,234$15,054iApproximate average salary by contribution assumption: employee only about $376,341 at 4% or $250,894 at 6%; with 50% employer match about $250,894 at 4% or $167,263 at 6%; with 100% employer match about $188,171 at 4% or $125,447 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-23$1,959,564$346,234$15,054iApproximate average salary by contribution assumption: employee only about $376,341 at 4% or $250,894 at 6%; with 50% employer match about $250,894 at 4% or $167,263 at 6%; with 100% employer match about $188,171 at 4% or $125,447 at 6%.
2009124$1,580,499$247,110$10,296iApproximate average salary by contribution assumption: employee only about $257,406 at 4% or $171,604 at 6%; with 50% employer match about $171,604 at 4% or $114,403 at 6%; with 100% employer match about $128,703 at 4% or $85,802 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-24$1,580,499$247,110$10,296iApproximate average salary by contribution assumption: employee only about $257,406 at 4% or $171,604 at 6%; with 50% employer match about $171,604 at 4% or $114,403 at 6%; with 100% employer match about $128,703 at 4% or $85,802 at 6%.
2008137$1,460,418$573,737$15,506iApproximate average salary by contribution assumption: employee only about $387,660 at 4% or $258,440 at 6%; with 50% employer match about $258,440 at 4% or $172,293 at 6%; with 100% employer match about $193,830 at 4% or $129,220 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-37$1,460,418$573,737$15,506iApproximate average salary by contribution assumption: employee only about $387,660 at 4% or $258,440 at 6%; with 50% employer match about $258,440 at 4% or $172,293 at 6%; with 100% employer match about $193,830 at 4% or $129,220 at 6%.
2007132$0$0-
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-32---
2006130$1,290,513$296,922$9,897iApproximate average salary by contribution assumption: employee only about $247,435 at 4% or $164,957 at 6%; with 50% employer match about $164,957 at 4% or $109,971 at 6%; with 100% employer match about $123,718 at 4% or $82,478 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-30$1,290,513$296,922$9,897iApproximate average salary by contribution assumption: employee only about $247,435 at 4% or $164,957 at 6%; with 50% employer match about $164,957 at 4% or $109,971 at 6%; with 100% employer match about $123,718 at 4% or $82,478 at 6%.
2005123$945,219$220,861$9,603iApproximate average salary by contribution assumption: employee only about $240,066 at 4% or $160,044 at 6%; with 50% employer match about $160,044 at 4% or $106,696 at 6%; with 100% employer match about $120,033 at 4% or $80,022 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-23$945,219$220,861$9,603iApproximate average salary by contribution assumption: employee only about $240,066 at 4% or $160,044 at 6%; with 50% employer match about $160,044 at 4% or $106,696 at 6%; with 100% employer match about $120,033 at 4% or $80,022 at 6%.
2004121$803,021$260,118$12,387iApproximate average salary by contribution assumption: employee only about $309,664 at 4% or $206,443 at 6%; with 50% employer match about $206,443 at 4% or $137,629 at 6%; with 100% employer match about $154,832 at 4% or $103,221 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-21$803,021$260,118$12,387iApproximate average salary by contribution assumption: employee only about $309,664 at 4% or $206,443 at 6%; with 50% employer match about $206,443 at 4% or $137,629 at 6%; with 100% employer match about $154,832 at 4% or $103,221 at 6%.
2003113$558,363$148,661$11,435iApproximate average salary by contribution assumption: employee only about $285,887 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,061 at 6%; with 100% employer match about $142,943 at 4% or $95,296 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-13$558,363$148,661$11,435iApproximate average salary by contribution assumption: employee only about $285,887 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,061 at 6%; with 100% employer match about $142,943 at 4% or $95,296 at 6%.
2002111$370,302$153,626$13,966iApproximate average salary by contribution assumption: employee only about $349,150 at 4% or $232,767 at 6%; with 50% employer match about $232,767 at 4% or $155,178 at 6%; with 100% employer match about $174,575 at 4% or $116,383 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-11$370,302$153,626$13,966iApproximate average salary by contribution assumption: employee only about $349,150 at 4% or $232,767 at 6%; with 50% employer match about $232,767 at 4% or $155,178 at 6%; with 100% employer match about $174,575 at 4% or $116,383 at 6%.
2001116$0$0-
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-16---
2000110$0$0-
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-10---
199916$98,460$62,919$10,487iApproximate average salary by contribution assumption: employee only about $262,163 at 4% or $174,775 at 6%; with 50% employer match about $174,775 at 4% or $116,517 at 6%; with 100% employer match about $131,081 at 4% or $87,388 at 6%.
Roger Green && Associates Inc 401K Profit Sharing Plan && Trust-6$98,460$62,919$10,487iApproximate average salary by contribution assumption: employee only about $262,163 at 4% or $174,775 at 6%; with 50% employer match about $174,775 at 4% or $116,517 at 6%; with 100% employer match about $131,081 at 4% or $87,388 at 6%.