Lambert & Rogers, Aplc
Plan context: Lambert & Rogers Retirement Plan
EIN 33-0701274 • El Cajon, CA • 15 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$3,109
2023 Contributions
$737
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 | $737 | - |
| Lambert & Rogers Retirement Plan | - | 0 | $0 | $737 | - |
| 2022 | 1 | 1 | $3,109 | $2,379 | $2,379iApproximate average salary by contribution assumption: employee only about $59,475 at 4% or $39,650 at 6%; with 50% employer match about $39,650 at 4% or $26,433 at 6%; with 100% employer match about $29,738 at 4% or $19,825 at 6%. |
| Lambert & Rogers Retirement Plan | - | 1 | $3,109 | $2,379 | $2,379iApproximate average salary by contribution assumption: employee only about $59,475 at 4% or $39,650 at 6%; with 50% employer match about $39,650 at 4% or $26,433 at 6%; with 100% employer match about $29,738 at 4% or $19,825 at 6%. |
| 2021 | 1 | 1 | $4,305 | $4,250 | $4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%. |
| Lambert & Rogers Retirement Plan | - | 1 | $4,305 | $4,250 | $4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%. |
| 2020 | 1 | 2 | $14,853 | $3,488 | $1,744iApproximate average salary by contribution assumption: employee only about $43,600 at 4% or $29,067 at 6%; with 50% employer match about $29,067 at 4% or $19,378 at 6%; with 100% employer match about $21,800 at 4% or $14,533 at 6%. |
| Lambert & Rogers Retirement Plan | - | 2 | $14,853 | $3,488 | $1,744iApproximate average salary by contribution assumption: employee only about $43,600 at 4% or $29,067 at 6%; with 50% employer match about $29,067 at 4% or $19,378 at 6%; with 100% employer match about $21,800 at 4% or $14,533 at 6%. |
| 2019 | 1 | 1 | $27,200 | $2,290 | $2,290iApproximate average salary by contribution assumption: employee only about $57,250 at 4% or $38,167 at 6%; with 50% employer match about $38,167 at 4% or $25,444 at 6%; with 100% employer match about $28,625 at 4% or $19,083 at 6%. |
| Lambert & Rogers Retirement Plan | - | 1 | $27,200 | $2,290 | $2,290iApproximate average salary by contribution assumption: employee only about $57,250 at 4% or $38,167 at 6%; with 50% employer match about $38,167 at 4% or $25,444 at 6%; with 100% employer match about $28,625 at 4% or $19,083 at 6%. |
| 2018 | 1 | 2 | $32,876 | $4,446 | $2,223iApproximate average salary by contribution assumption: employee only about $55,575 at 4% or $37,050 at 6%; with 50% employer match about $37,050 at 4% or $24,700 at 6%; with 100% employer match about $27,788 at 4% or $18,525 at 6%. |
| Lambert & Rogers Retirement Plan | - | 2 | $32,876 | $4,446 | $2,223iApproximate average salary by contribution assumption: employee only about $55,575 at 4% or $37,050 at 6%; with 50% employer match about $37,050 at 4% or $24,700 at 6%; with 100% employer match about $27,788 at 4% or $18,525 at 6%. |
| 2017 | 1 | 3 | $69,673 | $2,685 | $895iApproximate average salary by contribution assumption: employee only about $22,375 at 4% or $14,917 at 6%; with 50% employer match about $14,917 at 4% or $9,944 at 6%; with 100% employer match about $11,188 at 4% or $7,458 at 6%. |
| Lambert & Rogers Retirement Plan | - | 3 | $69,673 | $2,685 | $895iApproximate average salary by contribution assumption: employee only about $22,375 at 4% or $14,917 at 6%; with 50% employer match about $14,917 at 4% or $9,944 at 6%; with 100% employer match about $11,188 at 4% or $7,458 at 6%. |
| 2016 | 1 | 3 | $62,645 | $12,699 | $4,233iApproximate average salary by contribution assumption: employee only about $105,825 at 4% or $70,550 at 6%; with 50% employer match about $70,550 at 4% or $47,033 at 6%; with 100% employer match about $52,913 at 4% or $35,275 at 6%. |
| Lambert & Rogers Retirement Plan | - | 3 | $62,645 | $12,699 | $4,233iApproximate average salary by contribution assumption: employee only about $105,825 at 4% or $70,550 at 6%; with 50% employer match about $70,550 at 4% or $47,033 at 6%; with 100% employer match about $52,913 at 4% or $35,275 at 6%. |
| 2015 | 1 | 4 | $110,782 | $24,324 | $6,081iApproximate average salary by contribution assumption: employee only about $152,025 at 4% or $101,350 at 6%; with 50% employer match about $101,350 at 4% or $67,567 at 6%; with 100% employer match about $76,013 at 4% or $50,675 at 6%. |
| Lambert & Rogers Retirement Plan | - | 4 | $110,782 | $24,324 | $6,081iApproximate average salary by contribution assumption: employee only about $152,025 at 4% or $101,350 at 6%; with 50% employer match about $101,350 at 4% or $67,567 at 6%; with 100% employer match about $76,013 at 4% or $50,675 at 6%. |
| 2014 | 1 | 4 | $129,157 | $22,447 | $5,612iApproximate average salary by contribution assumption: employee only about $140,294 at 4% or $93,529 at 6%; with 50% employer match about $93,529 at 4% or $62,353 at 6%; with 100% employer match about $70,147 at 4% or $46,765 at 6%. |
| Lambert & Rogers Retirement Plan | - | 4 | $129,157 | $22,447 | $5,612iApproximate average salary by contribution assumption: employee only about $140,294 at 4% or $93,529 at 6%; with 50% employer match about $93,529 at 4% or $62,353 at 6%; with 100% employer match about $70,147 at 4% or $46,765 at 6%. |
| 2013 | 1 | 4 | $102,607 | $28,554 | $7,139iApproximate average salary by contribution assumption: employee only about $178,463 at 4% or $118,975 at 6%; with 50% employer match about $118,975 at 4% or $79,317 at 6%; with 100% employer match about $89,231 at 4% or $59,488 at 6%. |
| Lambert & Rogers Retirement Plan | - | 4 | $102,607 | $28,554 | $7,139iApproximate average salary by contribution assumption: employee only about $178,463 at 4% or $118,975 at 6%; with 50% employer match about $118,975 at 4% or $79,317 at 6%; with 100% employer match about $89,231 at 4% or $59,488 at 6%. |
| 2012 | 1 | 7 | $157,216 | $28,149 | $4,021iApproximate average salary by contribution assumption: employee only about $100,532 at 4% or $67,021 at 6%; with 50% employer match about $67,021 at 4% or $44,681 at 6%; with 100% employer match about $50,266 at 4% or $33,511 at 6%. |
| Lambert & Rogers Retirement Plan | - | 7 | $157,216 | $28,149 | $4,021iApproximate average salary by contribution assumption: employee only about $100,532 at 4% or $67,021 at 6%; with 50% employer match about $67,021 at 4% or $44,681 at 6%; with 100% employer match about $50,266 at 4% or $33,511 at 6%. |
| 2011 | 1 | 7 | $120,280 | $37,455 | $5,351iApproximate average salary by contribution assumption: employee only about $133,768 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,452 at 6%; with 100% employer match about $66,884 at 4% or $44,589 at 6%. |
| Lambert & Rogers Retirement Plan | - | 7 | $120,280 | $37,455 | $5,351iApproximate average salary by contribution assumption: employee only about $133,768 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,452 at 6%; with 100% employer match about $66,884 at 4% or $44,589 at 6%. |
| 2010 | 1 | 7 | $97,648 | $36,502 | $5,215iApproximate average salary by contribution assumption: employee only about $130,364 at 4% or $86,910 at 6%; with 50% employer match about $86,910 at 4% or $57,940 at 6%; with 100% employer match about $65,182 at 4% or $43,455 at 6%. |
| Lambert & Rogers Retirement Plan | - | 7 | $97,648 | $36,502 | $5,215iApproximate average salary by contribution assumption: employee only about $130,364 at 4% or $86,910 at 6%; with 50% employer match about $86,910 at 4% or $57,940 at 6%; with 100% employer match about $65,182 at 4% or $43,455 at 6%. |
| 2009 | 1 | 6 | $61,806 | $56,298 | $9,383iApproximate average salary by contribution assumption: employee only about $234,575 at 4% or $156,383 at 6%; with 50% employer match about $156,383 at 4% or $104,256 at 6%; with 100% employer match about $117,288 at 4% or $78,192 at 6%. |
| Lambert & Rogers Retirement Plan | - | 6 | $61,806 | $56,298 | $9,383iApproximate average salary by contribution assumption: employee only about $234,575 at 4% or $156,383 at 6%; with 50% employer match about $156,383 at 4% or $104,256 at 6%; with 100% employer match about $117,288 at 4% or $78,192 at 6%. |