Rodgers & Associates Ltd.
Plan context: Rodgers & Associates Ltd. 401K Profit Sharing Plan
EIN 23-2866559 • Lancaster, PA • 24 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
26
2023 Assets
$7,636,017
2023 Contributions
$247,642
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $247,642 | - |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 0 | $0 | $247,642 | - |
| 2022 | 1 | 26 | $7,636,017 | $367,952 | $14,152iApproximate average salary by contribution assumption: employee only about $353,800 at 4% or $235,867 at 6%; with 50% employer match about $235,867 at 4% or $157,244 at 6%; with 100% employer match about $176,900 at 4% or $117,933 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 26 | $7,636,017 | $367,952 | $14,152iApproximate average salary by contribution assumption: employee only about $353,800 at 4% or $235,867 at 6%; with 50% employer match about $235,867 at 4% or $157,244 at 6%; with 100% employer match about $176,900 at 4% or $117,933 at 6%. |
| 2021 | 1 | 24 | $8,514,170 | $545,758 | $22,740iApproximate average salary by contribution assumption: employee only about $568,498 at 4% or $378,999 at 6%; with 50% employer match about $378,999 at 4% or $252,666 at 6%; with 100% employer match about $284,249 at 4% or $189,499 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 24 | $8,514,170 | $545,758 | $22,740iApproximate average salary by contribution assumption: employee only about $568,498 at 4% or $378,999 at 6%; with 50% employer match about $378,999 at 4% or $252,666 at 6%; with 100% employer match about $284,249 at 4% or $189,499 at 6%. |
| 2020 | 1 | 25 | $7,216,595 | $526,184 | $21,047iApproximate average salary by contribution assumption: employee only about $526,184 at 4% or $350,789 at 6%; with 50% employer match about $350,789 at 4% or $233,860 at 6%; with 100% employer match about $263,092 at 4% or $175,395 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 25 | $7,216,595 | $526,184 | $21,047iApproximate average salary by contribution assumption: employee only about $526,184 at 4% or $350,789 at 6%; with 50% employer match about $350,789 at 4% or $233,860 at 6%; with 100% employer match about $263,092 at 4% or $175,395 at 6%. |
| 2019 | 1 | 25 | $6,387,520 | $527,985 | $21,119iApproximate average salary by contribution assumption: employee only about $527,985 at 4% or $351,990 at 6%; with 50% employer match about $351,990 at 4% or $234,660 at 6%; with 100% employer match about $263,993 at 4% or $175,995 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 25 | $6,387,520 | $527,985 | $21,119iApproximate average salary by contribution assumption: employee only about $527,985 at 4% or $351,990 at 6%; with 50% employer match about $351,990 at 4% or $234,660 at 6%; with 100% employer match about $263,993 at 4% or $175,995 at 6%. |
| 2018 | 1 | 23 | $4,988,045 | $495,929 | $21,562iApproximate average salary by contribution assumption: employee only about $539,053 at 4% or $359,369 at 6%; with 50% employer match about $359,369 at 4% or $239,579 at 6%; with 100% employer match about $269,527 at 4% or $179,684 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 23 | $4,988,045 | $495,929 | $21,562iApproximate average salary by contribution assumption: employee only about $539,053 at 4% or $359,369 at 6%; with 50% employer match about $359,369 at 4% or $239,579 at 6%; with 100% employer match about $269,527 at 4% or $179,684 at 6%. |
| 2017 | 1 | 21 | $5,131,138 | $474,971 | $22,618iApproximate average salary by contribution assumption: employee only about $565,442 at 4% or $376,961 at 6%; with 50% employer match about $376,961 at 4% or $251,307 at 6%; with 100% employer match about $282,721 at 4% or $188,481 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 21 | $5,131,138 | $474,971 | $22,618iApproximate average salary by contribution assumption: employee only about $565,442 at 4% or $376,961 at 6%; with 50% employer match about $376,961 at 4% or $251,307 at 6%; with 100% employer match about $282,721 at 4% or $188,481 at 6%. |
| 2016 | 1 | 19 | $4,237,810 | $393,080 | $20,688iApproximate average salary by contribution assumption: employee only about $517,211 at 4% or $344,807 at 6%; with 50% employer match about $344,807 at 4% or $229,871 at 6%; with 100% employer match about $258,605 at 4% or $172,404 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 19 | $4,237,810 | $393,080 | $20,688iApproximate average salary by contribution assumption: employee only about $517,211 at 4% or $344,807 at 6%; with 50% employer match about $344,807 at 4% or $229,871 at 6%; with 100% employer match about $258,605 at 4% or $172,404 at 6%. |
| 2015 | 1 | 16 | $3,618,913 | $352,244 | $22,015iApproximate average salary by contribution assumption: employee only about $550,381 at 4% or $366,921 at 6%; with 50% employer match about $366,921 at 4% or $244,614 at 6%; with 100% employer match about $275,191 at 4% or $183,460 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 16 | $3,618,913 | $352,244 | $22,015iApproximate average salary by contribution assumption: employee only about $550,381 at 4% or $366,921 at 6%; with 50% employer match about $366,921 at 4% or $244,614 at 6%; with 100% employer match about $275,191 at 4% or $183,460 at 6%. |
| 2014 | 1 | 16 | $3,577,517 | $347,680 | $21,730iApproximate average salary by contribution assumption: employee only about $543,250 at 4% or $362,167 at 6%; with 50% employer match about $362,167 at 4% or $241,444 at 6%; with 100% employer match about $271,625 at 4% or $181,083 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 16 | $3,577,517 | $347,680 | $21,730iApproximate average salary by contribution assumption: employee only about $543,250 at 4% or $362,167 at 6%; with 50% employer match about $362,167 at 4% or $241,444 at 6%; with 100% employer match about $271,625 at 4% or $181,083 at 6%. |
| 2013 | 1 | 14 | $3,051,251 | $330,419 | $23,601iApproximate average salary by contribution assumption: employee only about $590,034 at 4% or $393,356 at 6%; with 50% employer match about $393,356 at 4% or $262,237 at 6%; with 100% employer match about $295,017 at 4% or $196,678 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 14 | $3,051,251 | $330,419 | $23,601iApproximate average salary by contribution assumption: employee only about $590,034 at 4% or $393,356 at 6%; with 50% employer match about $393,356 at 4% or $262,237 at 6%; with 100% employer match about $295,017 at 4% or $196,678 at 6%. |
| 2012 | 1 | 13 | $2,307,925 | $278,847 | $21,450iApproximate average salary by contribution assumption: employee only about $536,244 at 4% or $357,496 at 6%; with 50% employer match about $357,496 at 4% or $238,331 at 6%; with 100% employer match about $268,122 at 4% or $178,748 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 13 | $2,307,925 | $278,847 | $21,450iApproximate average salary by contribution assumption: employee only about $536,244 at 4% or $357,496 at 6%; with 50% employer match about $357,496 at 4% or $238,331 at 6%; with 100% employer match about $268,122 at 4% or $178,748 at 6%. |
| 2011 | 1 | 12 | $1,782,012 | $260,806 | $21,734iApproximate average salary by contribution assumption: employee only about $543,346 at 4% or $362,231 at 6%; with 50% employer match about $362,231 at 4% or $241,487 at 6%; with 100% employer match about $271,673 at 4% or $181,115 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 12 | $1,782,012 | $260,806 | $21,734iApproximate average salary by contribution assumption: employee only about $543,346 at 4% or $362,231 at 6%; with 50% employer match about $362,231 at 4% or $241,487 at 6%; with 100% employer match about $271,673 at 4% or $181,115 at 6%. |
| 2010 | 1 | 10 | $1,571,557 | $229,729 | $22,973iApproximate average salary by contribution assumption: employee only about $574,323 at 4% or $382,882 at 6%; with 50% employer match about $382,882 at 4% or $255,254 at 6%; with 100% employer match about $287,161 at 4% or $191,441 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 10 | $1,571,557 | $229,729 | $22,973iApproximate average salary by contribution assumption: employee only about $574,323 at 4% or $382,882 at 6%; with 50% employer match about $382,882 at 4% or $255,254 at 6%; with 100% employer match about $287,161 at 4% or $191,441 at 6%. |
| 2009 | 1 | 10 | $1,144,784 | $221,423 | $22,142iApproximate average salary by contribution assumption: employee only about $553,558 at 4% or $369,038 at 6%; with 50% employer match about $369,038 at 4% or $246,026 at 6%; with 100% employer match about $276,779 at 4% or $184,519 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 10 | $1,144,784 | $221,423 | $22,142iApproximate average salary by contribution assumption: employee only about $553,558 at 4% or $369,038 at 6%; with 50% employer match about $369,038 at 4% or $246,026 at 6%; with 100% employer match about $276,779 at 4% or $184,519 at 6%. |
| 2008 | 1 | 10 | $687,437 | $177,062 | $17,706iApproximate average salary by contribution assumption: employee only about $442,655 at 4% or $295,103 at 6%; with 50% employer match about $295,103 at 4% or $196,736 at 6%; with 100% employer match about $221,328 at 4% or $147,552 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 10 | $687,437 | $177,062 | $17,706iApproximate average salary by contribution assumption: employee only about $442,655 at 4% or $295,103 at 6%; with 50% employer match about $295,103 at 4% or $196,736 at 6%; with 100% employer match about $221,328 at 4% or $147,552 at 6%. |
| 2007 | 1 | 10 | $868,208 | $199,464 | $19,946iApproximate average salary by contribution assumption: employee only about $498,660 at 4% or $332,440 at 6%; with 50% employer match about $332,440 at 4% or $221,627 at 6%; with 100% employer match about $249,330 at 4% or $166,220 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 10 | $868,208 | $199,464 | $19,946iApproximate average salary by contribution assumption: employee only about $498,660 at 4% or $332,440 at 6%; with 50% employer match about $332,440 at 4% or $221,627 at 6%; with 100% employer match about $249,330 at 4% or $166,220 at 6%. |
| 2006 | 1 | 9 | $630,124 | $175,865 | $19,541iApproximate average salary by contribution assumption: employee only about $488,514 at 4% or $325,676 at 6%; with 50% employer match about $325,676 at 4% or $217,117 at 6%; with 100% employer match about $244,257 at 4% or $162,838 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 9 | $630,124 | $175,865 | $19,541iApproximate average salary by contribution assumption: employee only about $488,514 at 4% or $325,676 at 6%; with 50% employer match about $325,676 at 4% or $217,117 at 6%; with 100% employer match about $244,257 at 4% or $162,838 at 6%. |
| 2005 | 1 | 8 | $447,661 | $144,760 | $18,095iApproximate average salary by contribution assumption: employee only about $452,375 at 4% or $301,583 at 6%; with 50% employer match about $301,583 at 4% or $201,056 at 6%; with 100% employer match about $226,188 at 4% or $150,792 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 8 | $447,661 | $144,760 | $18,095iApproximate average salary by contribution assumption: employee only about $452,375 at 4% or $301,583 at 6%; with 50% employer match about $301,583 at 4% or $201,056 at 6%; with 100% employer match about $226,188 at 4% or $150,792 at 6%. |
| 2004 | 1 | 9 | $275,500 | $99,269 | $11,030iApproximate average salary by contribution assumption: employee only about $275,747 at 4% or $183,831 at 6%; with 50% employer match about $183,831 at 4% or $122,554 at 6%; with 100% employer match about $137,874 at 4% or $91,916 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 9 | $275,500 | $99,269 | $11,030iApproximate average salary by contribution assumption: employee only about $275,747 at 4% or $183,831 at 6%; with 50% employer match about $183,831 at 4% or $122,554 at 6%; with 100% employer match about $137,874 at 4% or $91,916 at 6%. |
| 2003 | 1 | 8 | $162,949 | $45,544 | $5,693iApproximate average salary by contribution assumption: employee only about $142,325 at 4% or $94,883 at 6%; with 50% employer match about $94,883 at 4% or $63,256 at 6%; with 100% employer match about $71,163 at 4% or $47,442 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 8 | $162,949 | $45,544 | $5,693iApproximate average salary by contribution assumption: employee only about $142,325 at 4% or $94,883 at 6%; with 50% employer match about $94,883 at 4% or $63,256 at 6%; with 100% employer match about $71,163 at 4% or $47,442 at 6%. |
| 2002 | 1 | 5 | $96,364 | $35,297 | $7,059iApproximate average salary by contribution assumption: employee only about $176,485 at 4% or $117,657 at 6%; with 50% employer match about $117,657 at 4% or $78,438 at 6%; with 100% employer match about $88,243 at 4% or $58,828 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 5 | $96,364 | $35,297 | $7,059iApproximate average salary by contribution assumption: employee only about $176,485 at 4% or $117,657 at 6%; with 50% employer match about $117,657 at 4% or $78,438 at 6%; with 100% employer match about $88,243 at 4% or $58,828 at 6%. |
| 2001 | 1 | 5 | $69,650 | $29,044 | $5,809iApproximate average salary by contribution assumption: employee only about $145,220 at 4% or $96,813 at 6%; with 50% employer match about $96,813 at 4% or $64,542 at 6%; with 100% employer match about $72,610 at 4% or $48,407 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 5 | $69,650 | $29,044 | $5,809iApproximate average salary by contribution assumption: employee only about $145,220 at 4% or $96,813 at 6%; with 50% employer match about $96,813 at 4% or $64,542 at 6%; with 100% employer match about $72,610 at 4% or $48,407 at 6%. |
| 2000 | 1 | 4 | $37,025 | $26,408 | $6,602iApproximate average salary by contribution assumption: employee only about $165,050 at 4% or $110,033 at 6%; with 50% employer match about $110,033 at 4% or $73,356 at 6%; with 100% employer match about $82,525 at 4% or $55,017 at 6%. |
| Rodgers & Associates Ltd. 401K Profit Sharing Plan | - | 4 | $37,025 | $26,408 | $6,602iApproximate average salary by contribution assumption: employee only about $165,050 at 4% or $110,033 at 6%; with 50% employer match about $110,033 at 4% or $73,356 at 6%; with 100% employer match about $82,525 at 4% or $55,017 at 6%. |