Roger D. Fields & Associates
Plan context: ROGER D. FIELDS & ASSOCIATES 401(K) PLAN
EIN 31-1055742 • Columbus, OH • 36 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$1,733,306
2024 Contributions
$345,823
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $1,733,306 | $345,823 | $15,036iApproximate average salary by contribution assumption: employee only about $375,895 at 4% or $250,596 at 6%; with 50% employer match about $250,596 at 4% or $167,064 at 6%; with 100% employer match about $187,947 at 4% or $125,298 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 23 | $1,733,306 | $345,823 | $15,036iApproximate average salary by contribution assumption: employee only about $375,895 at 4% or $250,596 at 6%; with 50% employer match about $250,596 at 4% or $167,064 at 6%; with 100% employer match about $187,947 at 4% or $125,298 at 6%. |
| 2023 | 1 | 25 | $1,487,375 | $201,975 | $8,079iApproximate average salary by contribution assumption: employee only about $201,975 at 4% or $134,650 at 6%; with 50% employer match about $134,650 at 4% or $89,767 at 6%; with 100% employer match about $100,988 at 4% or $67,325 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 25 | $1,487,375 | $201,975 | $8,079iApproximate average salary by contribution assumption: employee only about $201,975 at 4% or $134,650 at 6%; with 50% employer match about $134,650 at 4% or $89,767 at 6%; with 100% employer match about $100,988 at 4% or $67,325 at 6%. |
| 2022 | 1 | 23 | $1,151,931 | $188,736 | $8,206iApproximate average salary by contribution assumption: employee only about $205,148 at 4% or $136,765 at 6%; with 50% employer match about $136,765 at 4% or $91,177 at 6%; with 100% employer match about $102,574 at 4% or $68,383 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 23 | $1,151,931 | $188,736 | $8,206iApproximate average salary by contribution assumption: employee only about $205,148 at 4% or $136,765 at 6%; with 50% employer match about $136,765 at 4% or $91,177 at 6%; with 100% employer match about $102,574 at 4% or $68,383 at 6%. |
| 2021 | 1 | 25 | $1,215,033 | $185,453 | $7,418iApproximate average salary by contribution assumption: employee only about $185,453 at 4% or $123,635 at 6%; with 50% employer match about $123,635 at 4% or $82,424 at 6%; with 100% employer match about $92,727 at 4% or $61,818 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 25 | $1,215,033 | $185,453 | $7,418iApproximate average salary by contribution assumption: employee only about $185,453 at 4% or $123,635 at 6%; with 50% employer match about $123,635 at 4% or $82,424 at 6%; with 100% employer match about $92,727 at 4% or $61,818 at 6%. |
| 2020 | 1 | 25 | $1,020,568 | $170,883 | $6,835iApproximate average salary by contribution assumption: employee only about $170,883 at 4% or $113,922 at 6%; with 50% employer match about $113,922 at 4% or $75,948 at 6%; with 100% employer match about $85,442 at 4% or $56,961 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 25 | $1,020,568 | $170,883 | $6,835iApproximate average salary by contribution assumption: employee only about $170,883 at 4% or $113,922 at 6%; with 50% employer match about $113,922 at 4% or $75,948 at 6%; with 100% employer match about $85,442 at 4% or $56,961 at 6%. |
| 2019 | 1 | 22 | $720,091 | $169,453 | $7,702iApproximate average salary by contribution assumption: employee only about $192,560 at 4% or $128,373 at 6%; with 50% employer match about $128,373 at 4% or $85,582 at 6%; with 100% employer match about $96,280 at 4% or $64,187 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 22 | $720,091 | $169,453 | $7,702iApproximate average salary by contribution assumption: employee only about $192,560 at 4% or $128,373 at 6%; with 50% employer match about $128,373 at 4% or $85,582 at 6%; with 100% employer match about $96,280 at 4% or $64,187 at 6%. |
| 2018 | 1 | 21 | $451,341 | $76,974 | $3,665iApproximate average salary by contribution assumption: employee only about $91,636 at 4% or $61,090 at 6%; with 50% employer match about $61,090 at 4% or $40,727 at 6%; with 100% employer match about $45,818 at 4% or $30,545 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 21 | $451,341 | $76,974 | $3,665iApproximate average salary by contribution assumption: employee only about $91,636 at 4% or $61,090 at 6%; with 50% employer match about $61,090 at 4% or $40,727 at 6%; with 100% employer match about $45,818 at 4% or $30,545 at 6%. |
| 2017 | 1 | 13 | $691,594 | $45,997 | $3,538iApproximate average salary by contribution assumption: employee only about $88,456 at 4% or $58,971 at 6%; with 50% employer match about $58,971 at 4% or $39,314 at 6%; with 100% employer match about $44,228 at 4% or $29,485 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 13 | $691,594 | $45,997 | $3,538iApproximate average salary by contribution assumption: employee only about $88,456 at 4% or $58,971 at 6%; with 50% employer match about $58,971 at 4% or $39,314 at 6%; with 100% employer match about $44,228 at 4% or $29,485 at 6%. |
| 2016 | 1 | 12 | $548,294 | $36,946 | $3,079iApproximate average salary by contribution assumption: employee only about $76,971 at 4% or $51,314 at 6%; with 50% employer match about $51,314 at 4% or $34,209 at 6%; with 100% employer match about $38,485 at 4% or $25,657 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 12 | $548,294 | $36,946 | $3,079iApproximate average salary by contribution assumption: employee only about $76,971 at 4% or $51,314 at 6%; with 50% employer match about $51,314 at 4% or $34,209 at 6%; with 100% employer match about $38,485 at 4% or $25,657 at 6%. |
| 2015 | 1 | 13 | $488,956 | $24,050 | $1,850iApproximate average salary by contribution assumption: employee only about $46,250 at 4% or $30,833 at 6%; with 50% employer match about $30,833 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 13 | $488,956 | $24,050 | $1,850iApproximate average salary by contribution assumption: employee only about $46,250 at 4% or $30,833 at 6%; with 50% employer match about $30,833 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%. |
| 2014 | 1 | 13 | $530,342 | $173,337 | $13,334iApproximate average salary by contribution assumption: employee only about $333,340 at 4% or $222,227 at 6%; with 50% employer match about $222,227 at 4% or $148,151 at 6%; with 100% employer match about $166,670 at 4% or $111,113 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 13 | $530,342 | $173,337 | $13,334iApproximate average salary by contribution assumption: employee only about $333,340 at 4% or $222,227 at 6%; with 50% employer match about $222,227 at 4% or $148,151 at 6%; with 100% employer match about $166,670 at 4% or $111,113 at 6%. |
| 2013 | 1 | 11 | $335,320 | $27,416 | $2,492iApproximate average salary by contribution assumption: employee only about $62,309 at 4% or $41,539 at 6%; with 50% employer match about $41,539 at 4% or $27,693 at 6%; with 100% employer match about $31,155 at 4% or $20,770 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 11 | $335,320 | $27,416 | $2,492iApproximate average salary by contribution assumption: employee only about $62,309 at 4% or $41,539 at 6%; with 50% employer match about $41,539 at 4% or $27,693 at 6%; with 100% employer match about $31,155 at 4% or $20,770 at 6%. |
| 2012 | 1 | 13 | $306,932 | $20,296 | $1,561iApproximate average salary by contribution assumption: employee only about $39,031 at 4% or $26,021 at 6%; with 50% employer match about $26,021 at 4% or $17,347 at 6%; with 100% employer match about $19,515 at 4% or $13,010 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 13 | $306,932 | $20,296 | $1,561iApproximate average salary by contribution assumption: employee only about $39,031 at 4% or $26,021 at 6%; with 50% employer match about $26,021 at 4% or $17,347 at 6%; with 100% employer match about $19,515 at 4% or $13,010 at 6%. |
| 2011 | 2 | 13 | $249,172 | $24,317 | $1,871iApproximate average salary by contribution assumption: employee only about $46,763 at 4% or $31,176 at 6%; with 50% employer match about $31,176 at 4% or $20,784 at 6%; with 100% employer match about $23,382 at 4% or $15,588 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 13 | $249,172 | $24,317 | $1,871iApproximate average salary by contribution assumption: employee only about $46,763 at 4% or $31,176 at 6%; with 50% employer match about $31,176 at 4% or $20,784 at 6%; with 100% employer match about $23,382 at 4% or $15,588 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2010 | 2 | 13 | $798,917 | $84,474 | $6,498iApproximate average salary by contribution assumption: employee only about $162,450 at 4% or $108,300 at 6%; with 50% employer match about $108,300 at 4% or $72,200 at 6%; with 100% employer match about $81,225 at 4% or $54,150 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 7 | $489,408 | $23,750 | $3,393iApproximate average salary by contribution assumption: employee only about $84,821 at 4% or $56,548 at 6%; with 50% employer match about $56,548 at 4% or $37,698 at 6%; with 100% employer match about $42,411 at 4% or $28,274 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 13 | $309,509 | $60,724 | $4,671iApproximate average salary by contribution assumption: employee only about $116,777 at 4% or $77,851 at 6%; with 50% employer match about $77,851 at 4% or $51,901 at 6%; with 100% employer match about $58,388 at 4% or $38,926 at 6%. |
| 2009 | 2 | 11 | $654,149 | $77,474 | $7,043iApproximate average salary by contribution assumption: employee only about $176,077 at 4% or $117,385 at 6%; with 50% employer match about $117,385 at 4% or $78,257 at 6%; with 100% employer match about $88,039 at 4% or $58,692 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 9 | $436,772 | $40,000 | $4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401(K) PLAN | - | 11 | $217,377 | $37,474 | $3,407iApproximate average salary by contribution assumption: employee only about $85,168 at 4% or $56,779 at 6%; with 50% employer match about $56,779 at 4% or $37,853 at 6%; with 100% employer match about $42,584 at 4% or $28,389 at 6%. |
| 2008 | 2 | 13 | $0 | $0 | - |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 8 | - | - | - |
| ROGER D. FIELDS & ASSOCIATES 401K PLAN | - | 13 | - | - | - |
| 2007 | 2 | 14 | $0 | $0 | - |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 9 | - | - | - |
| ROGER D. FIELDS & ASSOCIATES 401K PLAN | - | 14 | - | - | - |
| 2006 | 2 | 14 | $694,880 | $25,160 | $1,797iApproximate average salary by contribution assumption: employee only about $44,929 at 4% or $29,952 at 6%; with 50% employer match about $29,952 at 4% or $19,968 at 6%; with 100% employer match about $22,464 at 4% or $14,976 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 8 | $514,257 | - | - |
| ROGER D. FIELDS & ASSOCIATES 401K PLAN | - | 14 | $180,623 | $25,160 | $1,797iApproximate average salary by contribution assumption: employee only about $44,929 at 4% or $29,952 at 6%; with 50% employer match about $29,952 at 4% or $19,968 at 6%; with 100% employer match about $22,464 at 4% or $14,976 at 6%. |
| 2005 | 2 | 16 | $614,853 | $39,460 | $2,466iApproximate average salary by contribution assumption: employee only about $61,656 at 4% or $41,104 at 6%; with 50% employer match about $41,104 at 4% or $27,403 at 6%; with 100% employer match about $30,828 at 4% or $20,552 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 8 | $472,748 | $15,577 | $1,947iApproximate average salary by contribution assumption: employee only about $48,678 at 4% or $32,452 at 6%; with 50% employer match about $32,452 at 4% or $21,635 at 6%; with 100% employer match about $24,339 at 4% or $16,226 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401K PLAN | - | 16 | $142,105 | $23,883 | $1,493iApproximate average salary by contribution assumption: employee only about $37,317 at 4% or $24,878 at 6%; with 50% employer match about $24,878 at 4% or $16,585 at 6%; with 100% employer match about $18,659 at 4% or $12,439 at 6%. |
| 2004 | 2 | 16 | $632,913 | $41,283 | $2,580iApproximate average salary by contribution assumption: employee only about $64,505 at 4% or $43,003 at 6%; with 50% employer match about $43,003 at 4% or $28,669 at 6%; with 100% employer match about $32,252 at 4% or $21,502 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 8 | $514,015 | $17,847 | $2,231iApproximate average salary by contribution assumption: employee only about $55,772 at 4% or $37,181 at 6%; with 50% employer match about $37,181 at 4% or $24,788 at 6%; with 100% employer match about $27,886 at 4% or $18,591 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401K PLAN | - | 16 | $118,898 | $23,436 | $1,465iApproximate average salary by contribution assumption: employee only about $36,619 at 4% or $24,413 at 6%; with 50% employer match about $24,413 at 4% or $16,275 at 6%; with 100% employer match about $18,309 at 4% or $12,206 at 6%. |
| 2003 | 2 | 16 | $528,979 | $76,330 | $4,771iApproximate average salary by contribution assumption: employee only about $119,266 at 4% or $79,510 at 6%; with 50% employer match about $79,510 at 4% or $53,007 at 6%; with 100% employer match about $59,633 at 4% or $39,755 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 9 | $445,049 | $49,616 | $5,513iApproximate average salary by contribution assumption: employee only about $137,822 at 4% or $91,881 at 6%; with 50% employer match about $91,881 at 4% or $61,254 at 6%; with 100% employer match about $68,911 at 4% or $45,941 at 6%. |
| ROGER D. FIELDS & ASSOCIATES 401K PLAN | - | 16 | $83,930 | $26,714 | $1,670iApproximate average salary by contribution assumption: employee only about $41,741 at 4% or $27,827 at 6%; with 50% employer match about $27,827 at 4% or $18,551 at 6%; with 100% employer match about $20,870 at 4% or $13,914 at 6%. |
| 2002 | 2 | 15 | $0 | $0 | - |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 8 | - | - | - |
| ROGER D. FIELDS & ASSOCIATES 401K PLAN | - | 15 | - | - | - |
| 2001 | 2 | 12 | $416,218 | $22,715 | $1,893iApproximate average salary by contribution assumption: employee only about $47,323 at 4% or $31,549 at 6%; with 50% employer match about $31,549 at 4% or $21,032 at 6%; with 100% employer match about $23,661 at 4% or $15,774 at 6%. |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 4 | $395,227 | - | - |
| ROGER D. FIELDS & ASSOCIATES, INC. 401K PLAN | - | 12 | $20,991 | $22,715 | $1,893iApproximate average salary by contribution assumption: employee only about $47,323 at 4% or $31,549 at 6%; with 50% employer match about $31,549 at 4% or $21,032 at 6%; with 100% employer match about $23,661 at 4% or $15,774 at 6%. |
| 1999 | 1 | 7 | $793,455 | $0 | - |
| Roger D. Fields & Associates Defined Benefit Pension Plan | - | 7 | $793,455 | - | - |