Linda Rogers & Associates
Plan context: Linda Rogers & Associates 401(K) Plan
EIN 33-0619022 • Laguna Hills, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,099,512
2024 Contributions
$37,802
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 | 2 | $1,099,512 | $37,802 | $18,901iApproximate average salary by contribution assumption: employee only about $472,525 at 4% or $315,017 at 6%; with 50% employer match about $315,017 at 4% or $210,011 at 6%; with 100% employer match about $236,263 at 4% or $157,508 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $1,099,512 | $37,802 | $18,901iApproximate average salary by contribution assumption: employee only about $472,525 at 4% or $315,017 at 6%; with 50% employer match about $315,017 at 4% or $210,011 at 6%; with 100% employer match about $236,263 at 4% or $157,508 at 6%. |
| 2023 | 1 | 2 | $936,171 | $41,568 | $20,784iApproximate average salary by contribution assumption: employee only about $519,600 at 4% or $346,400 at 6%; with 50% employer match about $346,400 at 4% or $230,933 at 6%; with 100% employer match about $259,800 at 4% or $173,200 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $936,171 | $41,568 | $20,784iApproximate average salary by contribution assumption: employee only about $519,600 at 4% or $346,400 at 6%; with 50% employer match about $346,400 at 4% or $230,933 at 6%; with 100% employer match about $259,800 at 4% or $173,200 at 6%. |
| 2022 | 1 | 2 | $797,711 | $41,361 | $20,681iApproximate average salary by contribution assumption: employee only about $517,013 at 4% or $344,675 at 6%; with 50% employer match about $344,675 at 4% or $229,783 at 6%; with 100% employer match about $258,506 at 4% or $172,338 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $797,711 | $41,361 | $20,681iApproximate average salary by contribution assumption: employee only about $517,013 at 4% or $344,675 at 6%; with 50% employer match about $344,675 at 4% or $229,783 at 6%; with 100% employer match about $258,506 at 4% or $172,338 at 6%. |
| 2021 | 1 | 2 | $906,289 | $55,344 | $27,672iApproximate average salary by contribution assumption: employee only about $691,800 at 4% or $461,200 at 6%; with 50% employer match about $461,200 at 4% or $307,467 at 6%; with 100% employer match about $345,900 at 4% or $230,600 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $906,289 | $55,344 | $27,672iApproximate average salary by contribution assumption: employee only about $691,800 at 4% or $461,200 at 6%; with 50% employer match about $461,200 at 4% or $307,467 at 6%; with 100% employer match about $345,900 at 4% or $230,600 at 6%. |
| 2020 | 1 | 2 | $798,893 | $57,201 | $28,601iApproximate average salary by contribution assumption: employee only about $715,013 at 4% or $476,675 at 6%; with 50% employer match about $476,675 at 4% or $317,783 at 6%; with 100% employer match about $357,506 at 4% or $238,338 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $798,893 | $57,201 | $28,601iApproximate average salary by contribution assumption: employee only about $715,013 at 4% or $476,675 at 6%; with 50% employer match about $476,675 at 4% or $317,783 at 6%; with 100% employer match about $357,506 at 4% or $238,338 at 6%. |
| 2019 | 1 | 2 | $627,201 | $60,870 | $30,435iApproximate average salary by contribution assumption: employee only about $760,875 at 4% or $507,250 at 6%; with 50% employer match about $507,250 at 4% or $338,167 at 6%; with 100% employer match about $380,438 at 4% or $253,625 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $627,201 | $60,870 | $30,435iApproximate average salary by contribution assumption: employee only about $760,875 at 4% or $507,250 at 6%; with 50% employer match about $507,250 at 4% or $338,167 at 6%; with 100% employer match about $380,438 at 4% or $253,625 at 6%. |
| 2018 | 1 | 2 | $424,611 | $38,176 | $19,088iApproximate average salary by contribution assumption: employee only about $477,200 at 4% or $318,133 at 6%; with 50% employer match about $318,133 at 4% or $212,089 at 6%; with 100% employer match about $238,600 at 4% or $159,067 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $424,611 | $38,176 | $19,088iApproximate average salary by contribution assumption: employee only about $477,200 at 4% or $318,133 at 6%; with 50% employer match about $318,133 at 4% or $212,089 at 6%; with 100% employer match about $238,600 at 4% or $159,067 at 6%. |
| 2017 | 1 | 2 | $421,170 | $270,482 | $135,241iApproximate average salary by contribution assumption: employee only about $3,381,025 at 4% or $2,254,017 at 6%; with 50% employer match about $2,254,017 at 4% or $1,502,678 at 6%; with 100% employer match about $1,690,513 at 4% or $1,127,008 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $421,170 | $270,482 | $135,241iApproximate average salary by contribution assumption: employee only about $3,381,025 at 4% or $2,254,017 at 6%; with 50% employer match about $2,254,017 at 4% or $1,502,678 at 6%; with 100% employer match about $1,690,513 at 4% or $1,127,008 at 6%. |
| 2016 | 1 | 2 | $63,328 | $63,328 | $31,664iApproximate average salary by contribution assumption: employee only about $791,600 at 4% or $527,733 at 6%; with 50% employer match about $527,733 at 4% or $351,822 at 6%; with 100% employer match about $395,800 at 4% or $263,867 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $63,328 | $63,328 | $31,664iApproximate average salary by contribution assumption: employee only about $791,600 at 4% or $527,733 at 6%; with 50% employer match about $527,733 at 4% or $351,822 at 6%; with 100% employer match about $395,800 at 4% or $263,867 at 6%. |
| 2010 | 2 | 1 | $678,974 | $32,106 | $32,106iApproximate average salary by contribution assumption: employee only about $802,650 at 4% or $535,100 at 6%; with 50% employer match about $535,100 at 4% or $356,733 at 6%; with 100% employer match about $401,325 at 4% or $267,550 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 1 | $339,487 | $16,053 | $16,053iApproximate average salary by contribution assumption: employee only about $401,325 at 4% or $267,550 at 6%; with 50% employer match about $267,550 at 4% or $178,367 at 6%; with 100% employer match about $200,663 at 4% or $133,775 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 1 | $339,487 | $16,053 | $16,053iApproximate average salary by contribution assumption: employee only about $401,325 at 4% or $267,550 at 6%; with 50% employer match about $267,550 at 4% or $178,367 at 6%; with 100% employer match about $200,663 at 4% or $133,775 at 6%. |
| 2009 | 1 | 2 | $323,434 | $22,599 | $11,300iApproximate average salary by contribution assumption: employee only about $282,488 at 4% or $188,325 at 6%; with 50% employer match about $188,325 at 4% or $125,550 at 6%; with 100% employer match about $141,244 at 4% or $94,163 at 6%. |
| Linda Rogers & Associates 401(K) Plan | - | 2 | $323,434 | $22,599 | $11,300iApproximate average salary by contribution assumption: employee only about $282,488 at 4% or $188,325 at 6%; with 50% employer match about $188,325 at 4% or $125,550 at 6%; with 100% employer match about $141,244 at 4% or $94,163 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Linda Rogers & Associates 401(K) Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Linda Rogers & Associates 401(K) Plan | - | 2 | - | - | - |