Ann Rogers, Esq. Inc.
Plan context: ANN W. ROGERS, ESQ., INC. 401(K) PLAN
EIN 59-3516484 • Ormond Beach, FL • 7 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$835,539
2022 Contributions
$27,000
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| ANN W. ROGERS, ESQ., INC. 401(K) PLAN | - | 0 | $0 | - | - |
| 2021 | 1 | 2 | $835,539 | $27,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| ANN W. ROGERS, ESQ., INC. 401(K) PLAN | - | 2 | $835,539 | $27,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| 2020 | 1 | 2 | $627,944 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| ANN W. ROGERS, ESQ., INC. 401(K) PLAN | - | 2 | $627,944 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2015 | 1 | 0 | $0 | $0 | - |
| Ann Rogers, Esq. Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 2 | $488,242 | $0 | - |
| Ann Rogers, Esq. Inc. Defined Benefit Pension Plan | - | 2 | $488,242 | $0 | - |
| 2013 | 1 | 2 | $445,636 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Ann Rogers, Esq. Inc. Defined Benefit Pension Plan | - | 2 | $445,636 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2012 | 1 | 2 | $348,161 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Ann Rogers, Esq. Inc. Defined Benefit Pension Plan | - | 2 | $348,161 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |