Rogers & Young Insurance Services
Plan context: Rogers & Young Insurance Services LLC 401K Profit Sharing Plan
EIN 68-0308239 • Windsor, CA • 19 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
26
2018 Assets
$2,517,032
2018 Contributions
$200,892
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $200,892 | - |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 0 | $0 | $200,892 | - |
| 2017 | 1 | 26 | $2,517,032 | $293,443 | $11,286iApproximate average salary by contribution assumption: employee only about $282,157 at 4% or $188,104 at 6%; with 50% employer match about $188,104 at 4% or $125,403 at 6%; with 100% employer match about $141,078 at 4% or $94,052 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 26 | $2,517,032 | $293,443 | $11,286iApproximate average salary by contribution assumption: employee only about $282,157 at 4% or $188,104 at 6%; with 50% employer match about $188,104 at 4% or $125,403 at 6%; with 100% employer match about $141,078 at 4% or $94,052 at 6%. |
| 2016 | 1 | 26 | $1,942,048 | $201,952 | $7,767iApproximate average salary by contribution assumption: employee only about $194,185 at 4% or $129,456 at 6%; with 50% employer match about $129,456 at 4% or $86,304 at 6%; with 100% employer match about $97,092 at 4% or $64,728 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 26 | $1,942,048 | $201,952 | $7,767iApproximate average salary by contribution assumption: employee only about $194,185 at 4% or $129,456 at 6%; with 50% employer match about $129,456 at 4% or $86,304 at 6%; with 100% employer match about $97,092 at 4% or $64,728 at 6%. |
| 2015 | 1 | 29 | $1,898,092 | $192,866 | $6,651iApproximate average salary by contribution assumption: employee only about $166,264 at 4% or $110,843 at 6%; with 50% employer match about $110,843 at 4% or $73,895 at 6%; with 100% employer match about $83,132 at 4% or $55,421 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 29 | $1,898,092 | $192,866 | $6,651iApproximate average salary by contribution assumption: employee only about $166,264 at 4% or $110,843 at 6%; with 50% employer match about $110,843 at 4% or $73,895 at 6%; with 100% employer match about $83,132 at 4% or $55,421 at 6%. |
| 2014 | 1 | 28 | $1,738,967 | $221,107 | $7,897iApproximate average salary by contribution assumption: employee only about $197,417 at 4% or $131,611 at 6%; with 50% employer match about $131,611 at 4% or $87,741 at 6%; with 100% employer match about $98,708 at 4% or $65,806 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 28 | $1,738,967 | $221,107 | $7,897iApproximate average salary by contribution assumption: employee only about $197,417 at 4% or $131,611 at 6%; with 50% employer match about $131,611 at 4% or $87,741 at 6%; with 100% employer match about $98,708 at 4% or $65,806 at 6%. |
| 2013 | 1 | 28 | $1,470,670 | $172,446 | $6,159iApproximate average salary by contribution assumption: employee only about $153,970 at 4% or $102,646 at 6%; with 50% employer match about $102,646 at 4% or $68,431 at 6%; with 100% employer match about $76,985 at 4% or $51,323 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 28 | $1,470,670 | $172,446 | $6,159iApproximate average salary by contribution assumption: employee only about $153,970 at 4% or $102,646 at 6%; with 50% employer match about $102,646 at 4% or $68,431 at 6%; with 100% employer match about $76,985 at 4% or $51,323 at 6%. |
| 2012 | 1 | 28 | $1,231,825 | $204,735 | $7,312iApproximate average salary by contribution assumption: employee only about $182,799 at 4% or $121,866 at 6%; with 50% employer match about $121,866 at 4% or $81,244 at 6%; with 100% employer match about $91,400 at 4% or $60,933 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 28 | $1,231,825 | $204,735 | $7,312iApproximate average salary by contribution assumption: employee only about $182,799 at 4% or $121,866 at 6%; with 50% employer match about $121,866 at 4% or $81,244 at 6%; with 100% employer match about $91,400 at 4% or $60,933 at 6%. |
| 2011 | 1 | 25 | $956,755 | $140,796 | $5,632iApproximate average salary by contribution assumption: employee only about $140,796 at 4% or $93,864 at 6%; with 50% employer match about $93,864 at 4% or $62,576 at 6%; with 100% employer match about $70,398 at 4% or $46,932 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 25 | $956,755 | $140,796 | $5,632iApproximate average salary by contribution assumption: employee only about $140,796 at 4% or $93,864 at 6%; with 50% employer match about $93,864 at 4% or $62,576 at 6%; with 100% employer match about $70,398 at 4% or $46,932 at 6%. |
| 2010 | 1 | 27 | $1,165,690 | $92,274 | $3,418iApproximate average salary by contribution assumption: employee only about $85,439 at 4% or $56,959 at 6%; with 50% employer match about $56,959 at 4% or $37,973 at 6%; with 100% employer match about $42,719 at 4% or $28,480 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 27 | $1,165,690 | $92,274 | $3,418iApproximate average salary by contribution assumption: employee only about $85,439 at 4% or $56,959 at 6%; with 50% employer match about $56,959 at 4% or $37,973 at 6%; with 100% employer match about $42,719 at 4% or $28,480 at 6%. |
| 2009 | 1 | 29 | $1,158,570 | $89,937 | $3,101iApproximate average salary by contribution assumption: employee only about $77,532 at 4% or $51,688 at 6%; with 50% employer match about $51,688 at 4% or $34,459 at 6%; with 100% employer match about $38,766 at 4% or $25,844 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 29 | $1,158,570 | $89,937 | $3,101iApproximate average salary by contribution assumption: employee only about $77,532 at 4% or $51,688 at 6%; with 50% employer match about $51,688 at 4% or $34,459 at 6%; with 100% employer match about $38,766 at 4% or $25,844 at 6%. |
| 2008 | 1 | 24 | $924,625 | $63,159 | $2,632iApproximate average salary by contribution assumption: employee only about $65,791 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 24 | $924,625 | $63,159 | $2,632iApproximate average salary by contribution assumption: employee only about $65,791 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%. |
| 2007 | 1 | 24 | $1,372,841 | $245,726 | $10,239iApproximate average salary by contribution assumption: employee only about $255,965 at 4% or $170,643 at 6%; with 50% employer match about $170,643 at 4% or $113,762 at 6%; with 100% employer match about $127,982 at 4% or $85,322 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 24 | $1,372,841 | $245,726 | $10,239iApproximate average salary by contribution assumption: employee only about $255,965 at 4% or $170,643 at 6%; with 50% employer match about $170,643 at 4% or $113,762 at 6%; with 100% employer match about $127,982 at 4% or $85,322 at 6%. |
| 2006 | 1 | 26 | $1,072,542 | $332,821 | $12,801iApproximate average salary by contribution assumption: employee only about $320,020 at 4% or $213,347 at 6%; with 50% employer match about $213,347 at 4% or $142,231 at 6%; with 100% employer match about $160,010 at 4% or $106,673 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 26 | $1,072,542 | $332,821 | $12,801iApproximate average salary by contribution assumption: employee only about $320,020 at 4% or $213,347 at 6%; with 50% employer match about $213,347 at 4% or $142,231 at 6%; with 100% employer match about $160,010 at 4% or $106,673 at 6%. |
| 2005 | 1 | 25 | $658,003 | $339,896 | $13,596iApproximate average salary by contribution assumption: employee only about $339,896 at 4% or $226,597 at 6%; with 50% employer match about $226,597 at 4% or $151,065 at 6%; with 100% employer match about $169,948 at 4% or $113,299 at 6%. |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 25 | $658,003 | $339,896 | $13,596iApproximate average salary by contribution assumption: employee only about $339,896 at 4% or $226,597 at 6%; with 50% employer match about $226,597 at 4% or $151,065 at 6%; with 100% employer match about $169,948 at 4% or $113,299 at 6%. |
| 2004 | 1 | 21 | $0 | $0 | - |
| Rogers & Young Insurance Services LLC 401K Profit Sharing Plan | - | 21 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Rogers & Young Insurance Services 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 3 | $27,490 | $0 | - |
| Rogers & Young Insurance Services 401K Profit Sharing Plan | - | 3 | $27,490 | - | - |
| 2000 | 1 | 3 | $27,495 | $0 | - |
| Rogers & Young Insurance Services 401K Profit Sharing Plan | - | 3 | $27,495 | - | - |
| 1999 | 1 | 3 | $28,094 | $0 | - |
| Rogers & Young Insurance Services 401K Profit Sharing Plan | - | 3 | $28,094 | - | - |