Rogitz & Associates
Plan context: ROGITZ-GAHAGAN PROFIT SHARING PLAN
EIN 33-0551158 • San Diego, CA • 12 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$4,797,159
2019 Contributions
$4,520,790
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $4,797,159 | $0 | - |
| ROGITZ-GAHAGAN PROFIT SHARING PLAN | - | 2 | $4,797,159 | $0 | - |
| 2017 | 1 | 2 | $5,235,549 | $0 | - |
| ROGITZ-GAHAGAN PROFIT SHARING PLAN | - | 2 | $5,235,549 | $0 | - |
| 2016 | 2 | 2 | $4,953,254 | $4,520,790 | $2,260,395iApproximate average salary by contribution assumption: employee only about $56,509,875 at 4% or $37,673,250 at 6%; with 50% employer match about $37,673,250 at 4% or $25,115,500 at 6%; with 100% employer match about $28,254,938 at 4% or $18,836,625 at 6%. |
| ROGITZ-GAHAGAN PROFIT SHARING PLAN | - | 2 | $4,953,254 | $4,520,790 | $2,260,395iApproximate average salary by contribution assumption: employee only about $56,509,875 at 4% or $37,673,250 at 6%; with 50% employer match about $37,673,250 at 4% or $25,115,500 at 6%; with 100% employer match about $28,254,938 at 4% or $18,836,625 at 6%. |
| Rogitz & Associates Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2015 | 1 | 2 | $4,706,326 | $0 | - |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $4,706,326 | - | - |
| 2014 | 1 | 2 | $4,525,332 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $4,525,332 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2013 | 1 | 2 | $4,174,664 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $4,174,664 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2012 | 1 | 2 | $3,684,132 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $3,684,132 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2011 | 1 | 2 | $3,082,747 | $175,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $3,082,747 | $175,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| 2010 | 1 | 2 | $2,785,000 | $0 | - |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $2,785,000 | - | - |
| 2009 | 1 | 2 | $2,403,631 | $215,000 | $107,500iApproximate average salary by contribution assumption: employee only about $2,687,500 at 4% or $1,791,667 at 6%; with 50% employer match about $1,791,667 at 4% or $1,194,444 at 6%; with 100% employer match about $1,343,750 at 4% or $895,833 at 6%. |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $2,403,631 | $215,000 | $107,500iApproximate average salary by contribution assumption: employee only about $2,687,500 at 4% or $1,791,667 at 6%; with 50% employer match about $1,791,667 at 4% or $1,194,444 at 6%; with 100% employer match about $1,343,750 at 4% or $895,833 at 6%. |
| 2008 | 1 | 2 | $2,100,883 | $231,493 | $115,747iApproximate average salary by contribution assumption: employee only about $2,893,663 at 4% or $1,929,108 at 6%; with 50% employer match about $1,929,108 at 4% or $1,286,072 at 6%; with 100% employer match about $1,446,831 at 4% or $964,554 at 6%. |
| Rogitz & Associates Defined Benefit Pension Plan | - | 2 | $2,100,883 | $231,493 | $115,747iApproximate average salary by contribution assumption: employee only about $2,893,663 at 4% or $1,929,108 at 6%; with 50% employer match about $1,929,108 at 4% or $1,286,072 at 6%; with 100% employer match about $1,446,831 at 4% or $964,554 at 6%. |