Civic Intelligence

Rogers Wealth Group Inc.

Plan context: Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust

EIN 75-2618454 • Fort Worth, TX • 13 filings • 1 plans

1330 Summit AvenueFort Worth, TX 76102
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$7,119,207

2024 Contributions

$305,999

Historical Graphs

Total Assets Over Time

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

$8,638,488$4,319,244$0201220182024YearValue
$7,119,207Latest year 2024

Participants Over Time

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

33170201220182024YearValue
25Latest year 2024

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
2024125$7,119,207$305,999$12,240iApproximate average salary by contribution assumption: employee only about $305,999 at 4% or $203,999 at 6%; with 50% employer match about $203,999 at 4% or $136,000 at 6%; with 100% employer match about $153,000 at 4% or $102,000 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-25$7,119,207$305,999$12,240iApproximate average salary by contribution assumption: employee only about $305,999 at 4% or $203,999 at 6%; with 50% employer match about $203,999 at 4% or $136,000 at 6%; with 100% employer match about $153,000 at 4% or $102,000 at 6%.
2023126$6,213,183$428,644$16,486iApproximate average salary by contribution assumption: employee only about $412,158 at 4% or $274,772 at 6%; with 50% employer match about $274,772 at 4% or $183,181 at 6%; with 100% employer match about $206,079 at 4% or $137,386 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-26$6,213,183$428,644$16,486iApproximate average salary by contribution assumption: employee only about $412,158 at 4% or $274,772 at 6%; with 50% employer match about $274,772 at 4% or $183,181 at 6%; with 100% employer match about $206,079 at 4% or $137,386 at 6%.
2022125$5,064,636$239,401$9,576iApproximate average salary by contribution assumption: employee only about $239,401 at 4% or $159,601 at 6%; with 50% employer match about $159,601 at 4% or $106,400 at 6%; with 100% employer match about $119,701 at 4% or $79,800 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-25$5,064,636$239,401$9,576iApproximate average salary by contribution assumption: employee only about $239,401 at 4% or $159,601 at 6%; with 50% employer match about $159,601 at 4% or $106,400 at 6%; with 100% employer match about $119,701 at 4% or $79,800 at 6%.
2021127$6,093,441$304,706$11,285iApproximate average salary by contribution assumption: employee only about $282,135 at 4% or $188,090 at 6%; with 50% employer match about $188,090 at 4% or $125,393 at 6%; with 100% employer match about $141,068 at 4% or $94,045 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-27$6,093,441$304,706$11,285iApproximate average salary by contribution assumption: employee only about $282,135 at 4% or $188,090 at 6%; with 50% employer match about $188,090 at 4% or $125,393 at 6%; with 100% employer match about $141,068 at 4% or $94,045 at 6%.
2020130$8,638,488$307,590$10,253iApproximate average salary by contribution assumption: employee only about $256,325 at 4% or $170,883 at 6%; with 50% employer match about $170,883 at 4% or $113,922 at 6%; with 100% employer match about $128,163 at 4% or $85,442 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-30$8,638,488$307,590$10,253iApproximate average salary by contribution assumption: employee only about $256,325 at 4% or $170,883 at 6%; with 50% employer match about $170,883 at 4% or $113,922 at 6%; with 100% employer match about $128,163 at 4% or $85,442 at 6%.
2019132$7,783,039$324,510$10,141iApproximate average salary by contribution assumption: employee only about $253,523 at 4% or $169,016 at 6%; with 50% employer match about $169,016 at 4% or $112,677 at 6%; with 100% employer match about $126,762 at 4% or $84,508 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-32$7,783,039$324,510$10,141iApproximate average salary by contribution assumption: employee only about $253,523 at 4% or $169,016 at 6%; with 50% employer match about $169,016 at 4% or $112,677 at 6%; with 100% employer match about $126,762 at 4% or $84,508 at 6%.
2018133$6,397,814$328,100$9,942iApproximate average salary by contribution assumption: employee only about $248,561 at 4% or $165,707 at 6%; with 50% employer match about $165,707 at 4% or $110,471 at 6%; with 100% employer match about $124,280 at 4% or $82,854 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-33$6,397,814$328,100$9,942iApproximate average salary by contribution assumption: employee only about $248,561 at 4% or $165,707 at 6%; with 50% employer match about $165,707 at 4% or $110,471 at 6%; with 100% employer match about $124,280 at 4% or $82,854 at 6%.
2017133$6,822,928$292,225$8,855iApproximate average salary by contribution assumption: employee only about $221,383 at 4% or $147,588 at 6%; with 50% employer match about $147,588 at 4% or $98,392 at 6%; with 100% employer match about $110,691 at 4% or $73,794 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-33$6,822,928$292,225$8,855iApproximate average salary by contribution assumption: employee only about $221,383 at 4% or $147,588 at 6%; with 50% employer match about $147,588 at 4% or $98,392 at 6%; with 100% employer match about $110,691 at 4% or $73,794 at 6%.
2016129$5,813,554$256,300$8,838iApproximate average salary by contribution assumption: employee only about $220,948 at 4% or $147,299 at 6%; with 50% employer match about $147,299 at 4% or $98,199 at 6%; with 100% employer match about $110,474 at 4% or $73,649 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-29$5,813,554$256,300$8,838iApproximate average salary by contribution assumption: employee only about $220,948 at 4% or $147,299 at 6%; with 50% employer match about $147,299 at 4% or $98,199 at 6%; with 100% employer match about $110,474 at 4% or $73,649 at 6%.
2015130$5,285,901$269,895$8,997iApproximate average salary by contribution assumption: employee only about $224,913 at 4% or $149,942 at 6%; with 50% employer match about $149,942 at 4% or $99,961 at 6%; with 100% employer match about $112,456 at 4% or $74,971 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-30$5,285,901$269,895$8,997iApproximate average salary by contribution assumption: employee only about $224,913 at 4% or $149,942 at 6%; with 50% employer match about $149,942 at 4% or $99,961 at 6%; with 100% employer match about $112,456 at 4% or $74,971 at 6%.
2014127$5,440,697$244,130$9,042iApproximate average salary by contribution assumption: employee only about $226,046 at 4% or $150,698 at 6%; with 50% employer match about $150,698 at 4% or $100,465 at 6%; with 100% employer match about $113,023 at 4% or $75,349 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-27$5,440,697$244,130$9,042iApproximate average salary by contribution assumption: employee only about $226,046 at 4% or $150,698 at 6%; with 50% employer match about $150,698 at 4% or $100,465 at 6%; with 100% employer match about $113,023 at 4% or $75,349 at 6%.
2013126$5,016,150$225,905$8,689iApproximate average salary by contribution assumption: employee only about $217,216 at 4% or $144,811 at 6%; with 50% employer match about $144,811 at 4% or $96,541 at 6%; with 100% employer match about $108,608 at 4% or $72,405 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-26$5,016,150$225,905$8,689iApproximate average salary by contribution assumption: employee only about $217,216 at 4% or $144,811 at 6%; with 50% employer match about $144,811 at 4% or $96,541 at 6%; with 100% employer match about $108,608 at 4% or $72,405 at 6%.
2012130$5,032,650$227,670$7,589iApproximate average salary by contribution assumption: employee only about $189,725 at 4% or $126,483 at 6%; with 50% employer match about $126,483 at 4% or $84,322 at 6%; with 100% employer match about $94,863 at 4% or $63,242 at 6%.
Rogers Wealth Group Inc. 401(K) Profit Sharing Plan and Trust-30$5,032,650$227,670$7,589iApproximate average salary by contribution assumption: employee only about $189,725 at 4% or $126,483 at 6%; with 50% employer match about $126,483 at 4% or $84,322 at 6%; with 100% employer match about $94,863 at 4% or $63,242 at 6%.
Rogers Wealth Group Inc. | EIN 75-2618454 | 2024 Form 5500 Company Profile