Civic Intelligence

Dale C. Rogers

Plan context: Rogers & Associates 401K Profit Sharing Plan and Trust

EIN 75-1580611 • Fort Worth, TX • 17 filings • 4 plans

1330 Summit AvenueFort Worth, TX 76102
Current Snapshot

Latest Year

2011

2011 Participants

29

2011 Assets

$4,239,031

2011 Contributions

$222,991

Historical Graphs

Total Assets Over Time

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

$4,325,099$2,162,550$0199920052011YearValue
$4,239,031Latest year 2011

Participants Over Time

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

31160199920052011YearValue
29Latest year 2011

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
2011129$4,239,031$222,991$7,689iApproximate average salary by contribution assumption: employee only about $192,234 at 4% or $128,156 at 6%; with 50% employer match about $128,156 at 4% or $85,437 at 6%; with 100% employer match about $96,117 at 4% or $64,078 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-29$4,239,031$222,991$7,689iApproximate average salary by contribution assumption: employee only about $192,234 at 4% or $128,156 at 6%; with 50% employer match about $128,156 at 4% or $85,437 at 6%; with 100% employer match about $96,117 at 4% or $64,078 at 6%.
2010129$4,325,099$284,508$9,811iApproximate average salary by contribution assumption: employee only about $245,266 at 4% or $163,510 at 6%; with 50% employer match about $163,510 at 4% or $109,007 at 6%; with 100% employer match about $122,633 at 4% or $81,755 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-29$4,325,099$284,508$9,811iApproximate average salary by contribution assumption: employee only about $245,266 at 4% or $163,510 at 6%; with 50% employer match about $163,510 at 4% or $109,007 at 6%; with 100% employer match about $122,633 at 4% or $81,755 at 6%.
2009131$3,471,683$254,490$8,209iApproximate average salary by contribution assumption: employee only about $205,234 at 4% or $136,823 at 6%; with 50% employer match about $136,823 at 4% or $91,215 at 6%; with 100% employer match about $102,617 at 4% or $68,411 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-31$3,471,683$254,490$8,209iApproximate average salary by contribution assumption: employee only about $205,234 at 4% or $136,823 at 6%; with 50% employer match about $136,823 at 4% or $91,215 at 6%; with 100% employer match about $102,617 at 4% or $68,411 at 6%.
2008117$2,398,061$204,048$12,003iApproximate average salary by contribution assumption: employee only about $300,071 at 4% or $200,047 at 6%; with 50% employer match about $200,047 at 4% or $133,365 at 6%; with 100% employer match about $150,035 at 4% or $100,024 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-17$2,398,061$204,048$12,003iApproximate average salary by contribution assumption: employee only about $300,071 at 4% or $200,047 at 6%; with 50% employer match about $200,047 at 4% or $133,365 at 6%; with 100% employer match about $150,035 at 4% or $100,024 at 6%.
2007115$3,563,127$215,763$14,384iApproximate average salary by contribution assumption: employee only about $359,605 at 4% or $239,737 at 6%; with 50% employer match about $239,737 at 4% or $159,824 at 6%; with 100% employer match about $179,803 at 4% or $119,868 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-15$3,563,127$215,763$14,384iApproximate average salary by contribution assumption: employee only about $359,605 at 4% or $239,737 at 6%; with 50% employer match about $239,737 at 4% or $159,824 at 6%; with 100% employer match about $179,803 at 4% or $119,868 at 6%.
2006119$3,308,877$301,885$15,889iApproximate average salary by contribution assumption: employee only about $397,217 at 4% or $264,811 at 6%; with 50% employer match about $264,811 at 4% or $176,541 at 6%; with 100% employer match about $198,609 at 4% or $132,406 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-19$3,308,877$301,885$15,889iApproximate average salary by contribution assumption: employee only about $397,217 at 4% or $264,811 at 6%; with 50% employer match about $264,811 at 4% or $176,541 at 6%; with 100% employer match about $198,609 at 4% or $132,406 at 6%.
2005120$2,493,201$166,773$8,339iApproximate average salary by contribution assumption: employee only about $208,466 at 4% or $138,978 at 6%; with 50% employer match about $138,978 at 4% or $92,652 at 6%; with 100% employer match about $104,233 at 4% or $69,489 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-20$2,493,201$166,773$8,339iApproximate average salary by contribution assumption: employee only about $208,466 at 4% or $138,978 at 6%; with 50% employer match about $138,978 at 4% or $92,652 at 6%; with 100% employer match about $104,233 at 4% or $69,489 at 6%.
2004121$2,142,282$169,398$8,067iApproximate average salary by contribution assumption: employee only about $201,664 at 4% or $134,443 at 6%; with 50% employer match about $134,443 at 4% or $89,629 at 6%; with 100% employer match about $100,832 at 4% or $67,221 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-21$2,142,282$169,398$8,067iApproximate average salary by contribution assumption: employee only about $201,664 at 4% or $134,443 at 6%; with 50% employer match about $134,443 at 4% or $89,629 at 6%; with 100% employer match about $100,832 at 4% or $67,221 at 6%.
2003121$1,659,954$159,155$7,579iApproximate average salary by contribution assumption: employee only about $189,470 at 4% or $126,313 at 6%; with 50% employer match about $126,313 at 4% or $84,209 at 6%; with 100% employer match about $94,735 at 4% or $63,157 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-21$1,659,954$159,155$7,579iApproximate average salary by contribution assumption: employee only about $189,470 at 4% or $126,313 at 6%; with 50% employer match about $126,313 at 4% or $84,209 at 6%; with 100% employer match about $94,735 at 4% or $63,157 at 6%.
2002219$1,074,902$139,052$7,319iApproximate average salary by contribution assumption: employee only about $182,963 at 4% or $121,975 at 6%; with 50% employer match about $121,975 at 4% or $81,317 at 6%; with 100% employer match about $91,482 at 4% or $60,988 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-19$1,074,902$139,052$7,319iApproximate average salary by contribution assumption: employee only about $182,963 at 4% or $121,975 at 6%; with 50% employer match about $121,975 at 4% or $81,317 at 6%; with 100% employer match about $91,482 at 4% or $60,988 at 6%.
Rogers & Associates Money Purchase Plan & Trust-0---
2001216$245,470$64,940$4,059iApproximate average salary by contribution assumption: employee only about $101,469 at 4% or $67,646 at 6%; with 50% employer match about $67,646 at 4% or $45,097 at 6%; with 100% employer match about $50,734 at 4% or $33,823 at 6%.
Rogers & Associates Money Purchase Plan & Trust-16$245,470$64,940$4,059iApproximate average salary by contribution assumption: employee only about $101,469 at 4% or $67,646 at 6%; with 50% employer match about $67,646 at 4% or $45,097 at 6%; with 100% employer match about $50,734 at 4% or $33,823 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-16---
2000211$979,255$150,564$13,688iApproximate average salary by contribution assumption: employee only about $342,191 at 4% or $228,127 at 6%; with 50% employer match about $228,127 at 4% or $152,085 at 6%; with 100% employer match about $171,095 at 4% or $114,064 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-11$794,036$92,300$8,391iApproximate average salary by contribution assumption: employee only about $209,773 at 4% or $139,848 at 6%; with 50% employer match about $139,848 at 4% or $93,232 at 6%; with 100% employer match about $104,886 at 4% or $69,924 at 6%.
Rogers & Associates Money Purchase Plan & Trust-11$185,219$58,264$5,297iApproximate average salary by contribution assumption: employee only about $132,418 at 4% or $88,279 at 6%; with 50% employer match about $88,279 at 4% or $58,853 at 6%; with 100% employer match about $66,209 at 4% or $44,139 at 6%.
1999210$855,980$117,484$11,748iApproximate average salary by contribution assumption: employee only about $293,710 at 4% or $195,807 at 6%; with 50% employer match about $195,807 at 4% or $130,538 at 6%; with 100% employer match about $146,855 at 4% or $97,903 at 6%.
Rogers & Associates 401K Profit Sharing Plan and Trust-10$716,736$65,384$6,538iApproximate average salary by contribution assumption: employee only about $163,460 at 4% or $108,973 at 6%; with 50% employer match about $108,973 at 4% or $72,649 at 6%; with 100% employer match about $81,730 at 4% or $54,487 at 6%.
Rogers & Associates Money Purchase Plan & Trust-10$139,244$52,100$5,210iApproximate average salary by contribution assumption: employee only about $130,250 at 4% or $86,833 at 6%; with 50% employer match about $86,833 at 4% or $57,889 at 6%; with 100% employer match about $65,125 at 4% or $43,417 at 6%.