Civic Intelligence

Sam Rodgers Management Co Inc

Plan context: Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust

EIN 59-2867954 • Lakewood Ranch, FL • 32 filings • 11 plans

7381 Professional PkwyLakewood Ranch, FL 34240-8455
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$787,146

2025 Contributions

$94,752

Historical Graphs

Total Assets Over Time

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

$1,196,592$598,296$0199920122025YearValue
$787,146Latest year 2025

Participants Over Time

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

40200199920122025YearValue
13Latest year 2025

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
2025113$787,146$94,752$7,289iApproximate average salary by contribution assumption: employee only about $182,215 at 4% or $121,477 at 6%; with 50% employer match about $121,477 at 4% or $80,985 at 6%; with 100% employer match about $91,108 at 4% or $60,738 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-13$787,146$94,752$7,289iApproximate average salary by contribution assumption: employee only about $182,215 at 4% or $121,477 at 6%; with 50% employer match about $121,477 at 4% or $80,985 at 6%; with 100% employer match about $91,108 at 4% or $60,738 at 6%.
2024113$647,003$80,191$6,169iApproximate average salary by contribution assumption: employee only about $154,213 at 4% or $102,809 at 6%; with 50% employer match about $102,809 at 4% or $68,539 at 6%; with 100% employer match about $77,107 at 4% or $51,404 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-13$647,003$80,191$6,169iApproximate average salary by contribution assumption: employee only about $154,213 at 4% or $102,809 at 6%; with 50% employer match about $102,809 at 4% or $68,539 at 6%; with 100% employer match about $77,107 at 4% or $51,404 at 6%.
2023110$515,361$60,697$6,070iApproximate average salary by contribution assumption: employee only about $151,743 at 4% or $101,162 at 6%; with 50% employer match about $101,162 at 4% or $67,441 at 6%; with 100% employer match about $75,871 at 4% or $50,581 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-10$515,361$60,697$6,070iApproximate average salary by contribution assumption: employee only about $151,743 at 4% or $101,162 at 6%; with 50% employer match about $101,162 at 4% or $67,441 at 6%; with 100% employer match about $75,871 at 4% or $50,581 at 6%.
202219$626,557$60,759$6,751iApproximate average salary by contribution assumption: employee only about $168,775 at 4% or $112,517 at 6%; with 50% employer match about $112,517 at 4% or $75,011 at 6%; with 100% employer match about $84,388 at 4% or $56,258 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-9$626,557$60,759$6,751iApproximate average salary by contribution assumption: employee only about $168,775 at 4% or $112,517 at 6%; with 50% employer match about $112,517 at 4% or $75,011 at 6%; with 100% employer match about $84,388 at 4% or $56,258 at 6%.
202119$649,134$63,853$7,095iApproximate average salary by contribution assumption: employee only about $177,369 at 4% or $118,246 at 6%; with 50% employer match about $118,246 at 4% or $78,831 at 6%; with 100% employer match about $88,685 at 4% or $59,123 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-9$649,134$63,853$7,095iApproximate average salary by contribution assumption: employee only about $177,369 at 4% or $118,246 at 6%; with 50% employer match about $118,246 at 4% or $78,831 at 6%; with 100% employer match about $88,685 at 4% or $59,123 at 6%.
202019$806,766$73,093$8,121iApproximate average salary by contribution assumption: employee only about $203,036 at 4% or $135,357 at 6%; with 50% employer match about $135,357 at 4% or $90,238 at 6%; with 100% employer match about $101,518 at 4% or $67,679 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-9$806,766$73,093$8,121iApproximate average salary by contribution assumption: employee only about $203,036 at 4% or $135,357 at 6%; with 50% employer match about $135,357 at 4% or $90,238 at 6%; with 100% employer match about $101,518 at 4% or $67,679 at 6%.
201919$681,950$65,153$7,239iApproximate average salary by contribution assumption: employee only about $180,981 at 4% or $120,654 at 6%; with 50% employer match about $120,654 at 4% or $80,436 at 6%; with 100% employer match about $90,490 at 4% or $60,327 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-9$681,950$65,153$7,239iApproximate average salary by contribution assumption: employee only about $180,981 at 4% or $120,654 at 6%; with 50% employer match about $120,654 at 4% or $80,436 at 6%; with 100% employer match about $90,490 at 4% or $60,327 at 6%.
201817$586,067$35,072$5,010iApproximate average salary by contribution assumption: employee only about $125,257 at 4% or $83,505 at 6%; with 50% employer match about $83,505 at 4% or $55,670 at 6%; with 100% employer match about $62,629 at 4% or $41,752 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-7$586,067$35,072$5,010iApproximate average salary by contribution assumption: employee only about $125,257 at 4% or $83,505 at 6%; with 50% employer match about $83,505 at 4% or $55,670 at 6%; with 100% employer match about $62,629 at 4% or $41,752 at 6%.
201717$591,087$31,013$4,430iApproximate average salary by contribution assumption: employee only about $110,761 at 4% or $73,840 at 6%; with 50% employer match about $73,840 at 4% or $49,227 at 6%; with 100% employer match about $55,380 at 4% or $36,920 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-7$591,087$31,013$4,430iApproximate average salary by contribution assumption: employee only about $110,761 at 4% or $73,840 at 6%; with 50% employer match about $73,840 at 4% or $49,227 at 6%; with 100% employer match about $55,380 at 4% or $36,920 at 6%.
2016111$951,126$24,298$2,209iApproximate average salary by contribution assumption: employee only about $55,223 at 4% or $36,815 at 6%; with 50% employer match about $36,815 at 4% or $24,543 at 6%; with 100% employer match about $27,611 at 4% or $18,408 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-11$951,126$24,298$2,209iApproximate average salary by contribution assumption: employee only about $55,223 at 4% or $36,815 at 6%; with 50% employer match about $36,815 at 4% or $24,543 at 6%; with 100% employer match about $27,611 at 4% or $18,408 at 6%.
2015110$891,459$22,963$2,296iApproximate average salary by contribution assumption: employee only about $57,408 at 4% or $38,272 at 6%; with 50% employer match about $38,272 at 4% or $25,514 at 6%; with 100% employer match about $28,704 at 4% or $19,136 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-10$891,459$22,963$2,296iApproximate average salary by contribution assumption: employee only about $57,408 at 4% or $38,272 at 6%; with 50% employer match about $38,272 at 4% or $25,514 at 6%; with 100% employer match about $28,704 at 4% or $19,136 at 6%.
2014114$887,032$18,098$1,293iApproximate average salary by contribution assumption: employee only about $32,318 at 4% or $21,545 at 6%; with 50% employer match about $21,545 at 4% or $14,363 at 6%; with 100% employer match about $16,159 at 4% or $10,773 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-14$887,032$18,098$1,293iApproximate average salary by contribution assumption: employee only about $32,318 at 4% or $21,545 at 6%; with 50% employer match about $21,545 at 4% or $14,363 at 6%; with 100% employer match about $16,159 at 4% or $10,773 at 6%.
2013110$878,865$19,210$1,921iApproximate average salary by contribution assumption: employee only about $48,025 at 4% or $32,017 at 6%; with 50% employer match about $32,017 at 4% or $21,344 at 6%; with 100% employer match about $24,013 at 4% or $16,008 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-10$878,865$19,210$1,921iApproximate average salary by contribution assumption: employee only about $48,025 at 4% or $32,017 at 6%; with 50% employer match about $32,017 at 4% or $21,344 at 6%; with 100% employer match about $24,013 at 4% or $16,008 at 6%.
2012110$754,733$19,210$1,921iApproximate average salary by contribution assumption: employee only about $48,025 at 4% or $32,017 at 6%; with 50% employer match about $32,017 at 4% or $21,344 at 6%; with 100% employer match about $24,013 at 4% or $16,008 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-10$754,733$19,210$1,921iApproximate average salary by contribution assumption: employee only about $48,025 at 4% or $32,017 at 6%; with 50% employer match about $32,017 at 4% or $21,344 at 6%; with 100% employer match about $24,013 at 4% or $16,008 at 6%.
2011113$830,219$19,895$1,530iApproximate average salary by contribution assumption: employee only about $38,260 at 4% or $25,506 at 6%; with 50% employer match about $25,506 at 4% or $17,004 at 6%; with 100% employer match about $19,130 at 4% or $12,753 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-13$830,219$19,895$1,530iApproximate average salary by contribution assumption: employee only about $38,260 at 4% or $25,506 at 6%; with 50% employer match about $25,506 at 4% or $17,004 at 6%; with 100% employer match about $19,130 at 4% or $12,753 at 6%.
2010114$865,500$56,048$4,003iApproximate average salary by contribution assumption: employee only about $100,086 at 4% or $66,724 at 6%; with 50% employer match about $66,724 at 4% or $44,483 at 6%; with 100% employer match about $50,043 at 4% or $33,362 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-14$865,500$56,048$4,003iApproximate average salary by contribution assumption: employee only about $100,086 at 4% or $66,724 at 6%; with 50% employer match about $66,724 at 4% or $44,483 at 6%; with 100% employer match about $50,043 at 4% or $33,362 at 6%.
2009116$769,795$60,857$3,804iApproximate average salary by contribution assumption: employee only about $95,089 at 4% or $63,393 at 6%; with 50% employer match about $63,393 at 4% or $42,262 at 6%; with 100% employer match about $47,545 at 4% or $31,696 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-16$769,795$60,857$3,804iApproximate average salary by contribution assumption: employee only about $95,089 at 4% or $63,393 at 6%; with 50% employer match about $63,393 at 4% or $42,262 at 6%; with 100% employer match about $47,545 at 4% or $31,696 at 6%.
2008117$816,223$99,171$5,834iApproximate average salary by contribution assumption: employee only about $145,840 at 4% or $97,226 at 6%; with 50% employer match about $97,226 at 4% or $64,818 at 6%; with 100% employer match about $72,920 at 4% or $48,613 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-17$816,223$99,171$5,834iApproximate average salary by contribution assumption: employee only about $145,840 at 4% or $97,226 at 6%; with 50% employer match about $97,226 at 4% or $64,818 at 6%; with 100% employer match about $72,920 at 4% or $48,613 at 6%.
2007120$1,196,592$160,134$8,007iApproximate average salary by contribution assumption: employee only about $200,168 at 4% or $133,445 at 6%; with 50% employer match about $133,445 at 4% or $88,963 at 6%; with 100% employer match about $100,084 at 4% or $66,723 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-20$1,196,592$160,134$8,007iApproximate average salary by contribution assumption: employee only about $200,168 at 4% or $133,445 at 6%; with 50% employer match about $133,445 at 4% or $88,963 at 6%; with 100% employer match about $100,084 at 4% or $66,723 at 6%.
2006132$1,056,210$206,268$6,446iApproximate average salary by contribution assumption: employee only about $161,147 at 4% or $107,431 at 6%; with 50% employer match about $107,431 at 4% or $71,621 at 6%; with 100% employer match about $80,573 at 4% or $53,716 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-32$1,056,210$206,268$6,446iApproximate average salary by contribution assumption: employee only about $161,147 at 4% or $107,431 at 6%; with 50% employer match about $107,431 at 4% or $71,621 at 6%; with 100% employer match about $80,573 at 4% or $53,716 at 6%.
2005127$899,442$167,023$6,186iApproximate average salary by contribution assumption: employee only about $154,651 at 4% or $103,101 at 6%; with 50% employer match about $103,101 at 4% or $68,734 at 6%; with 100% employer match about $77,325 at 4% or $51,550 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-27$899,442$167,023$6,186iApproximate average salary by contribution assumption: employee only about $154,651 at 4% or $103,101 at 6%; with 50% employer match about $103,101 at 4% or $68,734 at 6%; with 100% employer match about $77,325 at 4% or $51,550 at 6%.
2004235$702,292$120,337$3,438iApproximate average salary by contribution assumption: employee only about $85,955 at 4% or $57,303 at 6%; with 50% employer match about $57,303 at 4% or $38,202 at 6%; with 100% employer match about $42,978 at 4% or $28,652 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-35$702,292$120,337$3,438iApproximate average salary by contribution assumption: employee only about $85,955 at 4% or $57,303 at 6%; with 50% employer match about $57,303 at 4% or $38,202 at 6%; with 100% employer match about $42,978 at 4% or $28,652 at 6%.
SAM RODGERS MANAGEMENT CO INC EMPLOYEE BENEFIT PLN-0---
2003235$688,961$380,762$10,879iApproximate average salary by contribution assumption: employee only about $271,973 at 4% or $181,315 at 6%; with 50% employer match about $181,315 at 4% or $120,877 at 6%; with 100% employer match about $135,986 at 4% or $90,658 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-35$553,798$95,278$2,722iApproximate average salary by contribution assumption: employee only about $68,056 at 4% or $45,370 at 6%; with 50% employer match about $45,370 at 4% or $30,247 at 6%; with 100% employer match about $34,028 at 4% or $22,685 at 6%.
SAM RODGERS MANAGEMENT CO INC EMPLOYEE BENEFIT PLN-30$135,163$285,484$9,516iApproximate average salary by contribution assumption: employee only about $237,903 at 4% or $158,602 at 6%; with 50% employer match about $158,602 at 4% or $105,735 at 6%; with 100% employer match about $118,952 at 4% or $79,301 at 6%.
2002240$409,999$85,785$2,145iApproximate average salary by contribution assumption: employee only about $53,616 at 4% or $35,744 at 6%; with 50% employer match about $35,744 at 4% or $23,829 at 6%; with 100% employer match about $26,808 at 4% or $17,872 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-40$409,999$85,785$2,145iApproximate average salary by contribution assumption: employee only about $53,616 at 4% or $35,744 at 6%; with 50% employer match about $35,744 at 4% or $23,829 at 6%; with 100% employer match about $26,808 at 4% or $17,872 at 6%.
SAM RODGERS MANAGEMENT CO INC EMPLOYEE BENEFIT PLN-25---
2001234$432,929$91,978$2,705iApproximate average salary by contribution assumption: employee only about $67,631 at 4% or $45,087 at 6%; with 50% employer match about $45,087 at 4% or $30,058 at 6%; with 100% employer match about $33,815 at 4% or $22,544 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-34$432,929$91,978$2,705iApproximate average salary by contribution assumption: employee only about $67,631 at 4% or $45,087 at 6%; with 50% employer match about $45,087 at 4% or $30,058 at 6%; with 100% employer match about $33,815 at 4% or $22,544 at 6%.
SAM RODGERS MANAGEMENT CO INC EMPLOYEE BENEFIT PLA-25---
2000237$390,973$104,152$2,815iApproximate average salary by contribution assumption: employee only about $70,373 at 4% or $46,915 at 6%; with 50% employer match about $46,915 at 4% or $31,277 at 6%; with 100% employer match about $35,186 at 4% or $23,458 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-36$390,973$104,152$2,893iApproximate average salary by contribution assumption: employee only about $72,328 at 4% or $48,219 at 6%; with 50% employer match about $48,219 at 4% or $32,146 at 6%; with 100% employer match about $36,164 at 4% or $24,109 at 6%.
SAM RODGERS MANAGEMENT CO INC EMPLOYEE BENEFIT PLAN-37---
1999138$346,926$80,857$2,128iApproximate average salary by contribution assumption: employee only about $53,195 at 4% or $35,464 at 6%; with 50% employer match about $35,464 at 4% or $23,642 at 6%; with 100% employer match about $26,598 at 4% or $17,732 at 6%.
Sam Rodgers Management Co Inc 401(K) Profit Sharing Plan & Trust-38$346,926$80,857$2,128iApproximate average salary by contribution assumption: employee only about $53,195 at 4% or $35,464 at 6%; with 50% employer match about $35,464 at 4% or $23,642 at 6%; with 100% employer match about $26,598 at 4% or $17,732 at 6%.