Civic Intelligence

The Roger Wentworth Group Inc

Plan context: The Roger Wentworth Group 401(K) Plan

EIN 30-0526108 • Xenia, OH • 13 filings • 1 plans

136 Signature Drive SouthXenia, OH 45385
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,098,432

2024 Contributions

$106,017

Historical Graphs

Total Assets Over Time

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

$1,098,432$549,216$0201220182024YearValue
$1,098,432Latest year 2024

Participants Over Time

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

530201220182024YearValue
3Latest year 2024

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
202413$1,098,432$106,017$35,339iApproximate average salary by contribution assumption: employee only about $883,475 at 4% or $588,983 at 6%; with 50% employer match about $588,983 at 4% or $392,656 at 6%; with 100% employer match about $441,738 at 4% or $294,492 at 6%.
The Roger Wentworth Group 401(K) Plan-3$1,098,432$106,017$35,339iApproximate average salary by contribution assumption: employee only about $883,475 at 4% or $588,983 at 6%; with 50% employer match about $588,983 at 4% or $392,656 at 6%; with 100% employer match about $441,738 at 4% or $294,492 at 6%.
202313$901,687$93,006$31,002iApproximate average salary by contribution assumption: employee only about $775,050 at 4% or $516,700 at 6%; with 50% employer match about $516,700 at 4% or $344,467 at 6%; with 100% employer match about $387,525 at 4% or $258,350 at 6%.
The Roger Wentworth Group 401(K) Plan-3$901,687$93,006$31,002iApproximate average salary by contribution assumption: employee only about $775,050 at 4% or $516,700 at 6%; with 50% employer match about $516,700 at 4% or $344,467 at 6%; with 100% employer match about $387,525 at 4% or $258,350 at 6%.
202213$705,268$91,502$30,501iApproximate average salary by contribution assumption: employee only about $762,517 at 4% or $508,344 at 6%; with 50% employer match about $508,344 at 4% or $338,896 at 6%; with 100% employer match about $381,258 at 4% or $254,172 at 6%.
The Roger Wentworth Group 401(K) Plan-3$705,268$91,502$30,501iApproximate average salary by contribution assumption: employee only about $762,517 at 4% or $508,344 at 6%; with 50% employer match about $508,344 at 4% or $338,896 at 6%; with 100% employer match about $381,258 at 4% or $254,172 at 6%.
202113$730,861$92,534$30,845iApproximate average salary by contribution assumption: employee only about $771,117 at 4% or $514,078 at 6%; with 50% employer match about $514,078 at 4% or $342,719 at 6%; with 100% employer match about $385,558 at 4% or $257,039 at 6%.
The Roger Wentworth Group 401(K) Plan-3$730,861$92,534$30,845iApproximate average salary by contribution assumption: employee only about $771,117 at 4% or $514,078 at 6%; with 50% employer match about $514,078 at 4% or $342,719 at 6%; with 100% employer match about $385,558 at 4% or $257,039 at 6%.
202013$568,939$84,183$28,061iApproximate average salary by contribution assumption: employee only about $701,525 at 4% or $467,683 at 6%; with 50% employer match about $467,683 at 4% or $311,789 at 6%; with 100% employer match about $350,763 at 4% or $233,842 at 6%.
The Roger Wentworth Group 401(K) Plan-3$568,939$84,183$28,061iApproximate average salary by contribution assumption: employee only about $701,525 at 4% or $467,683 at 6%; with 50% employer match about $467,683 at 4% or $311,789 at 6%; with 100% employer match about $350,763 at 4% or $233,842 at 6%.
201913$440,305$40,054$13,351iApproximate average salary by contribution assumption: employee only about $333,783 at 4% or $222,522 at 6%; with 50% employer match about $222,522 at 4% or $148,348 at 6%; with 100% employer match about $166,892 at 4% or $111,261 at 6%.
The Roger Wentworth Group 401(K) Plan-3$440,305$40,054$13,351iApproximate average salary by contribution assumption: employee only about $333,783 at 4% or $222,522 at 6%; with 50% employer match about $222,522 at 4% or $148,348 at 6%; with 100% employer match about $166,892 at 4% or $111,261 at 6%.
201814$352,559$34,688$8,672iApproximate average salary by contribution assumption: employee only about $216,800 at 4% or $144,533 at 6%; with 50% employer match about $144,533 at 4% or $96,356 at 6%; with 100% employer match about $108,400 at 4% or $72,267 at 6%.
The Roger Wentworth Group 401(K) Plan-4$352,559$34,688$8,672iApproximate average salary by contribution assumption: employee only about $216,800 at 4% or $144,533 at 6%; with 50% employer match about $144,533 at 4% or $96,356 at 6%; with 100% employer match about $108,400 at 4% or $72,267 at 6%.
201714$342,950$41,713$10,428iApproximate average salary by contribution assumption: employee only about $260,706 at 4% or $173,804 at 6%; with 50% employer match about $173,804 at 4% or $115,869 at 6%; with 100% employer match about $130,353 at 4% or $86,902 at 6%.
The Roger Wentworth Group 401(K) Plan-4$342,950$41,713$10,428iApproximate average salary by contribution assumption: employee only about $260,706 at 4% or $173,804 at 6%; with 50% employer match about $173,804 at 4% or $115,869 at 6%; with 100% employer match about $130,353 at 4% or $86,902 at 6%.
201614$261,419$81,895$20,474iApproximate average salary by contribution assumption: employee only about $511,844 at 4% or $341,229 at 6%; with 50% employer match about $341,229 at 4% or $227,486 at 6%; with 100% employer match about $255,922 at 4% or $170,615 at 6%.
The Roger Wentworth Group 401(K) Plan-4$261,419$81,895$20,474iApproximate average salary by contribution assumption: employee only about $511,844 at 4% or $341,229 at 6%; with 50% employer match about $341,229 at 4% or $227,486 at 6%; with 100% employer match about $255,922 at 4% or $170,615 at 6%.
201515$186,223$37,672$7,534iApproximate average salary by contribution assumption: employee only about $188,360 at 4% or $125,573 at 6%; with 50% employer match about $125,573 at 4% or $83,716 at 6%; with 100% employer match about $94,180 at 4% or $62,787 at 6%.
The Roger Wentworth Group 401(K) Plan-5$186,223$37,672$7,534iApproximate average salary by contribution assumption: employee only about $188,360 at 4% or $125,573 at 6%; with 50% employer match about $125,573 at 4% or $83,716 at 6%; with 100% employer match about $94,180 at 4% or $62,787 at 6%.
201415$154,440$36,580$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,933 at 6%; with 50% employer match about $121,933 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.
The Roger Wentworth Group 401(K) Plan-5$154,440$36,580$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,933 at 6%; with 50% employer match about $121,933 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.
201315$111,774$88,337$17,667iApproximate average salary by contribution assumption: employee only about $441,685 at 4% or $294,457 at 6%; with 50% employer match about $294,457 at 4% or $196,304 at 6%; with 100% employer match about $220,843 at 4% or $147,228 at 6%.
The Roger Wentworth Group 401(K) Plan-5$111,774$88,337$17,667iApproximate average salary by contribution assumption: employee only about $441,685 at 4% or $294,457 at 6%; with 50% employer match about $294,457 at 4% or $196,304 at 6%; with 100% employer match about $220,843 at 4% or $147,228 at 6%.
201215$13,547$13,457$2,691iApproximate average salary by contribution assumption: employee only about $67,285 at 4% or $44,857 at 6%; with 50% employer match about $44,857 at 4% or $29,904 at 6%; with 100% employer match about $33,643 at 4% or $22,428 at 6%.
The Roger Wentworth Group 401(K) Plan-5$13,547$13,457$2,691iApproximate average salary by contribution assumption: employee only about $67,285 at 4% or $44,857 at 6%; with 50% employer match about $44,857 at 4% or $29,904 at 6%; with 100% employer match about $33,643 at 4% or $22,428 at 6%.