Civic Intelligence

Wermer, Rogers, Doran & Ruzon

Plan context: Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan

EIN 36-2416552 • 25 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$5,753,443

2024 Contributions

$152,600

Historical Graphs

Total Assets Over Time

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

$5,913,540$2,956,770$0199920122024YearValue
$5,753,443Latest year 2024

Participants Over Time

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

22110199920122024YearValue
19Latest 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
2024119$5,753,443$152,600$8,032iApproximate average salary by contribution assumption: employee only about $200,789 at 4% or $133,860 at 6%; with 50% employer match about $133,860 at 4% or $89,240 at 6%; with 100% employer match about $100,395 at 4% or $66,930 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-19$5,753,443$152,600$8,032iApproximate average salary by contribution assumption: employee only about $200,789 at 4% or $133,860 at 6%; with 50% employer match about $133,860 at 4% or $89,240 at 6%; with 100% employer match about $100,395 at 4% or $66,930 at 6%.
2023120$5,231,168$169,546$8,477iApproximate average salary by contribution assumption: employee only about $211,932 at 4% or $141,288 at 6%; with 50% employer match about $141,288 at 4% or $94,192 at 6%; with 100% employer match about $105,966 at 4% or $70,644 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-20$5,231,168$169,546$8,477iApproximate average salary by contribution assumption: employee only about $211,932 at 4% or $141,288 at 6%; with 50% employer match about $141,288 at 4% or $94,192 at 6%; with 100% employer match about $105,966 at 4% or $70,644 at 6%.
2022120$4,683,893$231,387$11,569iApproximate average salary by contribution assumption: employee only about $289,234 at 4% or $192,823 at 6%; with 50% employer match about $192,823 at 4% or $128,548 at 6%; with 100% employer match about $144,617 at 4% or $96,411 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-20$4,683,893$231,387$11,569iApproximate average salary by contribution assumption: employee only about $289,234 at 4% or $192,823 at 6%; with 50% employer match about $192,823 at 4% or $128,548 at 6%; with 100% employer match about $144,617 at 4% or $96,411 at 6%.
2021122$5,350,669$245,673$11,167iApproximate average salary by contribution assumption: employee only about $279,174 at 4% or $186,116 at 6%; with 50% employer match about $186,116 at 4% or $124,077 at 6%; with 100% employer match about $139,587 at 4% or $93,058 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-22$5,350,669$245,673$11,167iApproximate average salary by contribution assumption: employee only about $279,174 at 4% or $186,116 at 6%; with 50% employer match about $186,116 at 4% or $124,077 at 6%; with 100% employer match about $139,587 at 4% or $93,058 at 6%.
2020120$5,368,467$261,724$13,086iApproximate average salary by contribution assumption: employee only about $327,155 at 4% or $218,103 at 6%; with 50% employer match about $218,103 at 4% or $145,402 at 6%; with 100% employer match about $163,578 at 4% or $109,052 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-20$5,368,467$261,724$13,086iApproximate average salary by contribution assumption: employee only about $327,155 at 4% or $218,103 at 6%; with 50% employer match about $218,103 at 4% or $145,402 at 6%; with 100% employer match about $163,578 at 4% or $109,052 at 6%.
2019120$4,889,713$250,527$12,526iApproximate average salary by contribution assumption: employee only about $313,159 at 4% or $208,773 at 6%; with 50% employer match about $208,773 at 4% or $139,182 at 6%; with 100% employer match about $156,579 at 4% or $104,386 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-20$4,889,713$250,527$12,526iApproximate average salary by contribution assumption: employee only about $313,159 at 4% or $208,773 at 6%; with 50% employer match about $208,773 at 4% or $139,182 at 6%; with 100% employer match about $156,579 at 4% or $104,386 at 6%.
2018114$4,003,668$239,214$17,087iApproximate average salary by contribution assumption: employee only about $427,168 at 4% or $284,779 at 6%; with 50% employer match about $284,779 at 4% or $189,852 at 6%; with 100% employer match about $213,584 at 4% or $142,389 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-14$4,003,668$239,214$17,087iApproximate average salary by contribution assumption: employee only about $427,168 at 4% or $284,779 at 6%; with 50% employer match about $284,779 at 4% or $189,852 at 6%; with 100% employer match about $213,584 at 4% or $142,389 at 6%.
2017115$5,539,159$249,150$16,610iApproximate average salary by contribution assumption: employee only about $415,250 at 4% or $276,833 at 6%; with 50% employer match about $276,833 at 4% or $184,556 at 6%; with 100% employer match about $207,625 at 4% or $138,417 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-15$5,539,159$249,150$16,610iApproximate average salary by contribution assumption: employee only about $415,250 at 4% or $276,833 at 6%; with 50% employer match about $276,833 at 4% or $184,556 at 6%; with 100% employer match about $207,625 at 4% or $138,417 at 6%.
2016119$5,913,540$119,423$6,285iApproximate average salary by contribution assumption: employee only about $157,136 at 4% or $104,757 at 6%; with 50% employer match about $104,757 at 4% or $69,838 at 6%; with 100% employer match about $78,568 at 4% or $52,379 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-19$5,913,540$119,423$6,285iApproximate average salary by contribution assumption: employee only about $157,136 at 4% or $104,757 at 6%; with 50% employer match about $104,757 at 4% or $69,838 at 6%; with 100% employer match about $78,568 at 4% or $52,379 at 6%.
2015119$5,359,820$280,153$14,745iApproximate average salary by contribution assumption: employee only about $368,622 at 4% or $245,748 at 6%; with 50% employer match about $245,748 at 4% or $163,832 at 6%; with 100% employer match about $184,311 at 4% or $122,874 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-19$5,359,820$280,153$14,745iApproximate average salary by contribution assumption: employee only about $368,622 at 4% or $245,748 at 6%; with 50% employer match about $245,748 at 4% or $163,832 at 6%; with 100% employer match about $184,311 at 4% or $122,874 at 6%.
2014118$5,211,052$280,363$15,576iApproximate average salary by contribution assumption: employee only about $389,393 at 4% or $259,595 at 6%; with 50% employer match about $259,595 at 4% or $173,064 at 6%; with 100% employer match about $194,697 at 4% or $129,798 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-18$5,211,052$280,363$15,576iApproximate average salary by contribution assumption: employee only about $389,393 at 4% or $259,595 at 6%; with 50% employer match about $259,595 at 4% or $173,064 at 6%; with 100% employer match about $194,697 at 4% or $129,798 at 6%.
2013119$4,766,748$251,211$13,222iApproximate average salary by contribution assumption: employee only about $330,541 at 4% or $220,361 at 6%; with 50% employer match about $220,361 at 4% or $146,907 at 6%; with 100% employer match about $165,270 at 4% or $110,180 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-19$4,766,748$251,211$13,222iApproximate average salary by contribution assumption: employee only about $330,541 at 4% or $220,361 at 6%; with 50% employer match about $220,361 at 4% or $146,907 at 6%; with 100% employer match about $165,270 at 4% or $110,180 at 6%.
2012119$4,021,014$364,936$19,207iApproximate average salary by contribution assumption: employee only about $480,179 at 4% or $320,119 at 6%; with 50% employer match about $320,119 at 4% or $213,413 at 6%; with 100% employer match about $240,089 at 4% or $160,060 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-19$4,021,014$364,936$19,207iApproximate average salary by contribution assumption: employee only about $480,179 at 4% or $320,119 at 6%; with 50% employer match about $320,119 at 4% or $213,413 at 6%; with 100% employer match about $240,089 at 4% or $160,060 at 6%.
2011120$3,799,736$210,221$10,511iApproximate average salary by contribution assumption: employee only about $262,776 at 4% or $175,184 at 6%; with 50% employer match about $175,184 at 4% or $116,789 at 6%; with 100% employer match about $131,388 at 4% or $87,592 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-20$3,799,736$210,221$10,511iApproximate average salary by contribution assumption: employee only about $262,776 at 4% or $175,184 at 6%; with 50% employer match about $175,184 at 4% or $116,789 at 6%; with 100% employer match about $131,388 at 4% or $87,592 at 6%.
2010122$3,715,516$247,175$11,235iApproximate average salary by contribution assumption: employee only about $280,881 at 4% or $187,254 at 6%; with 50% employer match about $187,254 at 4% or $124,836 at 6%; with 100% employer match about $140,440 at 4% or $93,627 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-22$3,715,516$247,175$11,235iApproximate average salary by contribution assumption: employee only about $280,881 at 4% or $187,254 at 6%; with 50% employer match about $187,254 at 4% or $124,836 at 6%; with 100% employer match about $140,440 at 4% or $93,627 at 6%.
2009121$3,087,348$213,764$10,179iApproximate average salary by contribution assumption: employee only about $254,481 at 4% or $169,654 at 6%; with 50% employer match about $169,654 at 4% or $113,103 at 6%; with 100% employer match about $127,240 at 4% or $84,827 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-21$3,087,348$213,764$10,179iApproximate average salary by contribution assumption: employee only about $254,481 at 4% or $169,654 at 6%; with 50% employer match about $169,654 at 4% or $113,103 at 6%; with 100% employer match about $127,240 at 4% or $84,827 at 6%.
2008117$2,597,287$236,783$13,928iApproximate average salary by contribution assumption: employee only about $348,210 at 4% or $232,140 at 6%; with 50% employer match about $232,140 at 4% or $154,760 at 6%; with 100% employer match about $174,105 at 4% or $116,070 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-17$2,597,287$236,783$13,928iApproximate average salary by contribution assumption: employee only about $348,210 at 4% or $232,140 at 6%; with 50% employer match about $232,140 at 4% or $154,760 at 6%; with 100% employer match about $174,105 at 4% or $116,070 at 6%.
2007115$3,286,941$228,011$15,201iApproximate average salary by contribution assumption: employee only about $380,018 at 4% or $253,346 at 6%; with 50% employer match about $253,346 at 4% or $168,897 at 6%; with 100% employer match about $190,009 at 4% or $126,673 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-15$3,286,941$228,011$15,201iApproximate average salary by contribution assumption: employee only about $380,018 at 4% or $253,346 at 6%; with 50% employer match about $253,346 at 4% or $168,897 at 6%; with 100% employer match about $190,009 at 4% or $126,673 at 6%.
2006116$3,040,443$213,554$13,347iApproximate average salary by contribution assumption: employee only about $333,678 at 4% or $222,452 at 6%; with 50% employer match about $222,452 at 4% or $148,301 at 6%; with 100% employer match about $166,839 at 4% or $111,226 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-16$3,040,443$213,554$13,347iApproximate average salary by contribution assumption: employee only about $333,678 at 4% or $222,452 at 6%; with 50% employer match about $222,452 at 4% or $148,301 at 6%; with 100% employer match about $166,839 at 4% or $111,226 at 6%.
2005116$2,553,314$251,018$15,689iApproximate average salary by contribution assumption: employee only about $392,216 at 4% or $261,477 at 6%; with 50% employer match about $261,477 at 4% or $174,318 at 6%; with 100% employer match about $196,108 at 4% or $130,739 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-16$2,553,314$251,018$15,689iApproximate average salary by contribution assumption: employee only about $392,216 at 4% or $261,477 at 6%; with 50% employer match about $261,477 at 4% or $174,318 at 6%; with 100% employer match about $196,108 at 4% or $130,739 at 6%.
2004115$2,239,158$192,958$12,864iApproximate average salary by contribution assumption: employee only about $321,597 at 4% or $214,398 at 6%; with 50% employer match about $214,398 at 4% or $142,932 at 6%; with 100% employer match about $160,798 at 4% or $107,199 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-15$2,239,158$192,958$12,864iApproximate average salary by contribution assumption: employee only about $321,597 at 4% or $214,398 at 6%; with 50% employer match about $214,398 at 4% or $142,932 at 6%; with 100% employer match about $160,798 at 4% or $107,199 at 6%.
2003116$2,154,649$181,306$11,332iApproximate average salary by contribution assumption: employee only about $283,291 at 4% or $188,860 at 6%; with 50% employer match about $188,860 at 4% or $125,907 at 6%; with 100% employer match about $141,645 at 4% or $94,430 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-16$2,154,649$181,306$11,332iApproximate average salary by contribution assumption: employee only about $283,291 at 4% or $188,860 at 6%; with 50% employer match about $188,860 at 4% or $125,907 at 6%; with 100% employer match about $141,645 at 4% or $94,430 at 6%.
2002117$1,629,740$164,718$9,689iApproximate average salary by contribution assumption: employee only about $242,232 at 4% or $161,488 at 6%; with 50% employer match about $161,488 at 4% or $107,659 at 6%; with 100% employer match about $121,116 at 4% or $80,744 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-17$1,629,740$164,718$9,689iApproximate average salary by contribution assumption: employee only about $242,232 at 4% or $161,488 at 6%; with 50% employer match about $161,488 at 4% or $107,659 at 6%; with 100% employer match about $121,116 at 4% or $80,744 at 6%.
2001113$1,826,530$152,590$11,738iApproximate average salary by contribution assumption: employee only about $293,442 at 4% or $195,628 at 6%; with 50% employer match about $195,628 at 4% or $130,419 at 6%; with 100% employer match about $146,721 at 4% or $97,814 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-13$1,826,530$152,590$11,738iApproximate average salary by contribution assumption: employee only about $293,442 at 4% or $195,628 at 6%; with 50% employer match about $195,628 at 4% or $130,419 at 6%; with 100% employer match about $146,721 at 4% or $97,814 at 6%.
1999114$1,907,626$128,603$9,186iApproximate average salary by contribution assumption: employee only about $229,648 at 4% or $153,099 at 6%; with 50% employer match about $153,099 at 4% or $102,066 at 6%; with 100% employer match about $114,824 at 4% or $76,549 at 6%.
Wermer, Rogers, Doran & Ruzon 401K Profit Sharing Plan-14$1,907,626$128,603$9,186iApproximate average salary by contribution assumption: employee only about $229,648 at 4% or $153,099 at 6%; with 50% employer match about $153,099 at 4% or $102,066 at 6%; with 100% employer match about $114,824 at 4% or $76,549 at 6%.