Owen L Rogers
Plan context: Owen L Rogers Cross Tested Money Purchase Pension Plan
EIN 62-1755310 • Franklin, TN • 18 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
2
2014 Assets
$4,357,470
2014 Contributions
$58,453
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 2 | $4,357,470 | $58,453 | $29,227iApproximate average salary by contribution assumption: employee only about $730,663 at 4% or $487,108 at 6%; with 50% employer match about $487,108 at 4% or $324,739 at 6%; with 100% employer match about $365,331 at 4% or $243,554 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $4,357,470 | $58,453 | $29,227iApproximate average salary by contribution assumption: employee only about $730,663 at 4% or $487,108 at 6%; with 50% employer match about $487,108 at 4% or $324,739 at 6%; with 100% employer match about $365,331 at 4% or $243,554 at 6%. |
| 2013 | 1 | 2 | $4,168,140 | $58,453 | $29,227iApproximate average salary by contribution assumption: employee only about $730,663 at 4% or $487,108 at 6%; with 50% employer match about $487,108 at 4% or $324,739 at 6%; with 100% employer match about $365,331 at 4% or $243,554 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $4,168,140 | $58,453 | $29,227iApproximate average salary by contribution assumption: employee only about $730,663 at 4% or $487,108 at 6%; with 50% employer match about $487,108 at 4% or $324,739 at 6%; with 100% employer match about $365,331 at 4% or $243,554 at 6%. |
| 2012 | 1 | 2 | $3,667,122 | $56,924 | $28,462iApproximate average salary by contribution assumption: employee only about $711,550 at 4% or $474,367 at 6%; with 50% employer match about $474,367 at 4% or $316,244 at 6%; with 100% employer match about $355,775 at 4% or $237,183 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $3,667,122 | $56,924 | $28,462iApproximate average salary by contribution assumption: employee only about $711,550 at 4% or $474,367 at 6%; with 50% employer match about $474,367 at 4% or $316,244 at 6%; with 100% employer match about $355,775 at 4% or $237,183 at 6%. |
| 2011 | 1 | 2 | $3,228,658 | $55,659 | $27,830iApproximate average salary by contribution assumption: employee only about $695,738 at 4% or $463,825 at 6%; with 50% employer match about $463,825 at 4% or $309,217 at 6%; with 100% employer match about $347,869 at 4% or $231,913 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $3,228,658 | $55,659 | $27,830iApproximate average salary by contribution assumption: employee only about $695,738 at 4% or $463,825 at 6%; with 50% employer match about $463,825 at 4% or $309,217 at 6%; with 100% employer match about $347,869 at 4% or $231,913 at 6%. |
| 2010 | 1 | 2 | $3,284,177 | $44,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $3,284,177 | $44,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| 2009 | 1 | 2 | $2,865,668 | $50,715 | $25,358iApproximate average salary by contribution assumption: employee only about $633,938 at 4% or $422,625 at 6%; with 50% employer match about $422,625 at 4% or $281,750 at 6%; with 100% employer match about $316,969 at 4% or $211,313 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $2,865,668 | $50,715 | $25,358iApproximate average salary by contribution assumption: employee only about $633,938 at 4% or $422,625 at 6%; with 50% employer match about $422,625 at 4% or $281,750 at 6%; with 100% employer match about $316,969 at 4% or $211,313 at 6%. |
| 2008 | 1 | 2 | $1,977,609 | $68,422 | $34,211iApproximate average salary by contribution assumption: employee only about $855,275 at 4% or $570,183 at 6%; with 50% employer match about $570,183 at 4% or $380,122 at 6%; with 100% employer match about $427,638 at 4% or $285,092 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $1,977,609 | $68,422 | $34,211iApproximate average salary by contribution assumption: employee only about $855,275 at 4% or $570,183 at 6%; with 50% employer match about $570,183 at 4% or $380,122 at 6%; with 100% employer match about $427,638 at 4% or $285,092 at 6%. |
| 2007 | 2 | 2 | $2,665,641 | $952,015 | $476,008iApproximate average salary by contribution assumption: employee only about $11,900,188 at 4% or $7,933,458 at 6%; with 50% employer match about $7,933,458 at 4% or $5,288,972 at 6%; with 100% employer match about $5,950,094 at 4% or $3,966,729 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $2,665,641 | $952,015 | $476,008iApproximate average salary by contribution assumption: employee only about $11,900,188 at 4% or $7,933,458 at 6%; with 50% employer match about $7,933,458 at 4% or $5,288,972 at 6%; with 100% employer match about $5,950,094 at 4% or $3,966,729 at 6%. |
| Owen L. Rogers Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2006 | 2 | 2 | $2,400,124 | $217,430 | $108,715iApproximate average salary by contribution assumption: employee only about $2,717,875 at 4% or $1,811,917 at 6%; with 50% employer match about $1,811,917 at 4% or $1,207,944 at 6%; with 100% employer match about $1,358,938 at 4% or $905,958 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $1,540,348 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Owen L. Rogers Defined Benefit Pension Plan | - | 2 | $859,776 | $177,430 | $88,715iApproximate average salary by contribution assumption: employee only about $2,217,875 at 4% or $1,478,583 at 6%; with 50% employer match about $1,478,583 at 4% or $985,722 at 6%; with 100% employer match about $1,108,938 at 4% or $739,292 at 6%. |
| 2005 | 1 | 2 | $1,322,231 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $1,322,231 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2004 | 1 | 2 | $1,173,886 | $32,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $1,173,886 | $32,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2003 | 1 | 2 | $1,006,590 | $30,201 | $15,101iApproximate average salary by contribution assumption: employee only about $377,513 at 4% or $251,675 at 6%; with 50% employer match about $251,675 at 4% or $167,783 at 6%; with 100% employer match about $188,756 at 4% or $125,838 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $1,006,590 | $30,201 | $15,101iApproximate average salary by contribution assumption: employee only about $377,513 at 4% or $251,675 at 6%; with 50% employer match about $251,675 at 4% or $167,783 at 6%; with 100% employer match about $188,756 at 4% or $125,838 at 6%. |
| 2002 | 1 | 2 | $644,287 | $829,799 | $414,900iApproximate average salary by contribution assumption: employee only about $10,372,488 at 4% or $6,914,992 at 6%; with 50% employer match about $6,914,992 at 4% or $4,609,994 at 6%; with 100% employer match about $5,186,244 at 4% or $3,457,496 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $644,287 | $829,799 | $414,900iApproximate average salary by contribution assumption: employee only about $10,372,488 at 4% or $6,914,992 at 6%; with 50% employer match about $6,914,992 at 4% or $4,609,994 at 6%; with 100% employer match about $5,186,244 at 4% or $3,457,496 at 6%. |
| 2001 | 1 | 1 | $106,768 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 1 | $106,768 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2000 | 1 | 1 | $95,484 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 1 | $95,484 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 1999 | 1 | 2 | $69,768 | $31,781 | $15,891iApproximate average salary by contribution assumption: employee only about $397,263 at 4% or $264,842 at 6%; with 50% employer match about $264,842 at 4% or $176,561 at 6%; with 100% employer match about $198,631 at 4% or $132,421 at 6%. |
| Owen L Rogers Cross Tested Money Purchase Pension Plan | - | 2 | $69,768 | $31,781 | $15,891iApproximate average salary by contribution assumption: employee only about $397,263 at 4% or $264,842 at 6%; with 50% employer match about $264,842 at 4% or $176,561 at 6%; with 100% employer match about $198,631 at 4% or $132,421 at 6%. |