Roger J. Wolcott, M.D., P.A.
Plan context: Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust
EIN 75-2795150 • Lubbock, TX • 39 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$3,696,958
2024 Contributions
$31,843
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 21 | $3,696,958 | $31,843 | $1,516iApproximate average salary by contribution assumption: employee only about $37,908 at 4% or $25,272 at 6%; with 50% employer match about $25,272 at 4% or $16,848 at 6%; with 100% employer match about $18,954 at 4% or $12,636 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 20 | $2,748,768 | $31,843 | $1,592iApproximate average salary by contribution assumption: employee only about $39,804 at 4% or $26,536 at 6%; with 50% employer match about $26,536 at 4% or $17,691 at 6%; with 100% employer match about $19,902 at 4% or $13,268 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 21 | $948,190 | $0 | - |
| 2023 | 2 | 25 | $3,602,896 | $146,364 | $5,855iApproximate average salary by contribution assumption: employee only about $146,364 at 4% or $97,576 at 6%; with 50% employer match about $97,576 at 4% or $65,051 at 6%; with 100% employer match about $73,182 at 4% or $48,788 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 25 | $2,760,536 | $28,864 | $1,155iApproximate average salary by contribution assumption: employee only about $28,864 at 4% or $19,243 at 6%; with 50% employer match about $19,243 at 4% or $12,828 at 6%; with 100% employer match about $14,432 at 4% or $9,621 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 22 | $842,360 | $117,500 | $5,341iApproximate average salary by contribution assumption: employee only about $133,523 at 4% or $89,015 at 6%; with 50% employer match about $89,015 at 4% or $59,343 at 6%; with 100% employer match about $66,761 at 4% or $44,508 at 6%. |
| 2022 | 2 | 26 | $3,328,738 | $213,075 | $8,195iApproximate average salary by contribution assumption: employee only about $204,880 at 4% or $136,587 at 6%; with 50% employer match about $136,587 at 4% or $91,058 at 6%; with 100% employer match about $102,440 at 4% or $68,293 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 26 | $2,645,541 | $129,575 | $4,984iApproximate average salary by contribution assumption: employee only about $124,591 at 4% or $83,061 at 6%; with 50% employer match about $83,061 at 4% or $55,374 at 6%; with 100% employer match about $62,296 at 4% or $41,530 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 20 | $683,197 | $83,500 | $4,175iApproximate average salary by contribution assumption: employee only about $104,375 at 4% or $69,583 at 6%; with 50% employer match about $69,583 at 4% or $46,389 at 6%; with 100% employer match about $52,188 at 4% or $34,792 at 6%. |
| 2021 | 2 | 29 | $3,678,167 | $144,954 | $4,998iApproximate average salary by contribution assumption: employee only about $124,960 at 4% or $83,307 at 6%; with 50% employer match about $83,307 at 4% or $55,538 at 6%; with 100% employer match about $62,480 at 4% or $41,653 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 29 | $3,012,413 | $144,954 | $4,998iApproximate average salary by contribution assumption: employee only about $124,960 at 4% or $83,307 at 6%; with 50% employer match about $83,307 at 4% or $55,538 at 6%; with 100% employer match about $62,480 at 4% or $41,653 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 22 | $665,754 | $0 | - |
| 2020 | 2 | 29 | $3,220,810 | $128,313 | $4,425iApproximate average salary by contribution assumption: employee only about $110,615 at 4% or $73,743 at 6%; with 50% employer match about $73,743 at 4% or $49,162 at 6%; with 100% employer match about $55,307 at 4% or $36,872 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 29 | $2,596,549 | $128,313 | $4,425iApproximate average salary by contribution assumption: employee only about $110,615 at 4% or $73,743 at 6%; with 50% employer match about $73,743 at 4% or $49,162 at 6%; with 100% employer match about $55,307 at 4% or $36,872 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 21 | $624,261 | $0 | - |
| 2019 | 2 | 28 | $2,974,423 | $80,490 | $2,875iApproximate average salary by contribution assumption: employee only about $71,866 at 4% or $47,911 at 6%; with 50% employer match about $47,911 at 4% or $31,940 at 6%; with 100% employer match about $35,933 at 4% or $23,955 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 28 | $2,390,152 | $62,488 | $2,232iApproximate average salary by contribution assumption: employee only about $55,793 at 4% or $37,195 at 6%; with 50% employer match about $37,195 at 4% or $24,797 at 6%; with 100% employer match about $27,896 at 4% or $18,598 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 20 | $584,271 | $18,002 | $900iApproximate average salary by contribution assumption: employee only about $22,503 at 4% or $15,002 at 6%; with 50% employer match about $15,002 at 4% or $10,001 at 6%; with 100% employer match about $11,251 at 4% or $7,501 at 6%. |
| 2018 | 2 | 28 | $2,589,307 | $126,695 | $4,525iApproximate average salary by contribution assumption: employee only about $113,121 at 4% or $75,414 at 6%; with 50% employer match about $75,414 at 4% or $50,276 at 6%; with 100% employer match about $56,560 at 4% or $37,707 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 28 | $2,089,135 | $71,493 | $2,553iApproximate average salary by contribution assumption: employee only about $63,833 at 4% or $42,555 at 6%; with 50% employer match about $42,555 at 4% or $28,370 at 6%; with 100% employer match about $31,917 at 4% or $21,278 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 21 | $500,172 | $55,202 | $2,629iApproximate average salary by contribution assumption: employee only about $65,717 at 4% or $43,811 at 6%; with 50% employer match about $43,811 at 4% or $29,207 at 6%; with 100% employer match about $32,858 at 4% or $21,906 at 6%. |
| 2017 | 2 | 27 | $2,569,326 | $157,771 | $5,843iApproximate average salary by contribution assumption: employee only about $146,084 at 4% or $97,390 at 6%; with 50% employer match about $97,390 at 4% or $64,926 at 6%; with 100% employer match about $73,042 at 4% or $48,695 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 27 | $2,111,510 | $73,411 | $2,719iApproximate average salary by contribution assumption: employee only about $67,973 at 4% or $45,315 at 6%; with 50% employer match about $45,315 at 4% or $30,210 at 6%; with 100% employer match about $33,987 at 4% or $22,658 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 22 | $457,816 | $84,360 | $3,835iApproximate average salary by contribution assumption: employee only about $95,864 at 4% or $63,909 at 6%; with 50% employer match about $63,909 at 4% or $42,606 at 6%; with 100% employer match about $47,932 at 4% or $31,955 at 6%. |
| 2016 | 2 | 22 | $2,128,149 | $74,636 | $3,393iApproximate average salary by contribution assumption: employee only about $84,814 at 4% or $56,542 at 6%; with 50% employer match about $56,542 at 4% or $37,695 at 6%; with 100% employer match about $42,407 at 4% or $28,271 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 22 | $1,783,997 | $51,998 | $2,364iApproximate average salary by contribution assumption: employee only about $59,089 at 4% or $39,392 at 6%; with 50% employer match about $39,392 at 4% or $26,262 at 6%; with 100% employer match about $29,544 at 4% or $19,696 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 16 | $344,152 | $22,638 | $1,415iApproximate average salary by contribution assumption: employee only about $35,372 at 4% or $23,581 at 6%; with 50% employer match about $23,581 at 4% or $15,721 at 6%; with 100% employer match about $17,686 at 4% or $11,791 at 6%. |
| 2015 | 2 | 19 | $1,994,140 | $189,868 | $9,993iApproximate average salary by contribution assumption: employee only about $249,826 at 4% or $166,551 at 6%; with 50% employer match about $166,551 at 4% or $111,034 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 19 | $1,686,357 | $81,725 | $4,301iApproximate average salary by contribution assumption: employee only about $107,533 at 4% or $71,689 at 6%; with 50% employer match about $71,689 at 4% or $47,792 at 6%; with 100% employer match about $53,766 at 4% or $35,844 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 13 | $307,783 | $108,143 | $8,319iApproximate average salary by contribution assumption: employee only about $207,967 at 4% or $138,645 at 6%; with 50% employer match about $138,645 at 4% or $92,430 at 6%; with 100% employer match about $103,984 at 4% or $69,322 at 6%. |
| 2014 | 2 | 17 | $1,930,795 | $186,492 | $10,970iApproximate average salary by contribution assumption: employee only about $274,253 at 4% or $182,835 at 6%; with 50% employer match about $182,835 at 4% or $121,890 at 6%; with 100% employer match about $137,126 at 4% or $91,418 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 17 | $1,733,679 | $85,754 | $5,044iApproximate average salary by contribution assumption: employee only about $126,109 at 4% or $84,073 at 6%; with 50% employer match about $84,073 at 4% or $56,048 at 6%; with 100% employer match about $63,054 at 4% or $42,036 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 13 | $197,116 | $100,738 | $7,749iApproximate average salary by contribution assumption: employee only about $193,727 at 4% or $129,151 at 6%; with 50% employer match about $129,151 at 4% or $86,101 at 6%; with 100% employer match about $96,863 at 4% or $64,576 at 6%. |
| 2013 | 2 | 17 | $1,673,236 | $177,859 | $10,462iApproximate average salary by contribution assumption: employee only about $261,557 at 4% or $174,372 at 6%; with 50% employer match about $174,372 at 4% or $116,248 at 6%; with 100% employer match about $130,779 at 4% or $87,186 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 17 | $1,578,236 | $82,859 | $4,874iApproximate average salary by contribution assumption: employee only about $121,851 at 4% or $81,234 at 6%; with 50% employer match about $81,234 at 4% or $54,156 at 6%; with 100% employer match about $60,926 at 4% or $40,617 at 6%. |
| ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | - | 15 | $95,000 | $95,000 | $6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%. |
| 2012 | 1 | 14 | $1,346,300 | $117,466 | $8,390iApproximate average salary by contribution assumption: employee only about $209,761 at 4% or $139,840 at 6%; with 50% employer match about $139,840 at 4% or $93,227 at 6%; with 100% employer match about $104,880 at 4% or $69,920 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 14 | $1,346,300 | $117,466 | $8,390iApproximate average salary by contribution assumption: employee only about $209,761 at 4% or $139,840 at 6%; with 50% employer match about $139,840 at 4% or $93,227 at 6%; with 100% employer match about $104,880 at 4% or $69,920 at 6%. |
| 2011 | 1 | 12 | $1,098,894 | $100,415 | $8,368iApproximate average salary by contribution assumption: employee only about $209,198 at 4% or $139,465 at 6%; with 50% employer match about $139,465 at 4% or $92,977 at 6%; with 100% employer match about $104,599 at 4% or $69,733 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 12 | $1,098,894 | $100,415 | $8,368iApproximate average salary by contribution assumption: employee only about $209,198 at 4% or $139,465 at 6%; with 50% employer match about $139,465 at 4% or $92,977 at 6%; with 100% employer match about $104,599 at 4% or $69,733 at 6%. |
| 2010 | 1 | 12 | $1,056,524 | $104,328 | $8,694iApproximate average salary by contribution assumption: employee only about $217,350 at 4% or $144,900 at 6%; with 50% employer match about $144,900 at 4% or $96,600 at 6%; with 100% employer match about $108,675 at 4% or $72,450 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 12 | $1,056,524 | $104,328 | $8,694iApproximate average salary by contribution assumption: employee only about $217,350 at 4% or $144,900 at 6%; with 50% employer match about $144,900 at 4% or $96,600 at 6%; with 100% employer match about $108,675 at 4% or $72,450 at 6%. |
| 2009 | 1 | 12 | $845,505 | $109,071 | $9,089iApproximate average salary by contribution assumption: employee only about $227,231 at 4% or $151,488 at 6%; with 50% employer match about $151,488 at 4% or $100,992 at 6%; with 100% employer match about $113,616 at 4% or $75,744 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 12 | $845,505 | $109,071 | $9,089iApproximate average salary by contribution assumption: employee only about $227,231 at 4% or $151,488 at 6%; with 50% employer match about $151,488 at 4% or $100,992 at 6%; with 100% employer match about $113,616 at 4% or $75,744 at 6%. |
| 2008 | 1 | 10 | $0 | $0 | - |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 10 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 8 | - | - | - |
| 2006 | 1 | 7 | $615,487 | $88,077 | $12,582iApproximate average salary by contribution assumption: employee only about $314,561 at 4% or $209,707 at 6%; with 50% employer match about $209,707 at 4% or $139,805 at 6%; with 100% employer match about $157,280 at 4% or $104,854 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 7 | $615,487 | $88,077 | $12,582iApproximate average salary by contribution assumption: employee only about $314,561 at 4% or $209,707 at 6%; with 50% employer match about $209,707 at 4% or $139,805 at 6%; with 100% employer match about $157,280 at 4% or $104,854 at 6%. |
| 2005 | 1 | 7 | $485,335 | $78,125 | $11,161iApproximate average salary by contribution assumption: employee only about $279,018 at 4% or $186,012 at 6%; with 50% employer match about $186,012 at 4% or $124,008 at 6%; with 100% employer match about $139,509 at 4% or $93,006 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 7 | $485,335 | $78,125 | $11,161iApproximate average salary by contribution assumption: employee only about $279,018 at 4% or $186,012 at 6%; with 50% employer match about $186,012 at 4% or $124,008 at 6%; with 100% employer match about $139,509 at 4% or $93,006 at 6%. |
| 2004 | 1 | 7 | $348,345 | $77,905 | $11,129iApproximate average salary by contribution assumption: employee only about $278,232 at 4% or $185,488 at 6%; with 50% employer match about $185,488 at 4% or $123,659 at 6%; with 100% employer match about $139,116 at 4% or $92,744 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 7 | $348,345 | $77,905 | $11,129iApproximate average salary by contribution assumption: employee only about $278,232 at 4% or $185,488 at 6%; with 50% employer match about $185,488 at 4% or $123,659 at 6%; with 100% employer match about $139,116 at 4% or $92,744 at 6%. |
| 2003 | 2 | 6 | $238,215 | $45,097 | $7,516iApproximate average salary by contribution assumption: employee only about $187,904 at 4% or $125,269 at 6%; with 50% employer match about $125,269 at 4% or $83,513 at 6%; with 100% employer match about $93,952 at 4% or $62,635 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 6 | $238,215 | $45,097 | $7,516iApproximate average salary by contribution assumption: employee only about $187,904 at 4% or $125,269 at 6%; with 50% employer match about $125,269 at 4% or $83,513 at 6%; with 100% employer match about $93,952 at 4% or $62,635 at 6%. |
| ROGER J WOLCOTT MD PA MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 4 | $126,811 | $16,645 | $4,161iApproximate average salary by contribution assumption: employee only about $104,031 at 4% or $69,354 at 6%; with 50% employer match about $69,354 at 4% or $46,236 at 6%; with 100% employer match about $52,016 at 4% or $34,677 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 4 | $78,366 | $1,774 | $444iApproximate average salary by contribution assumption: employee only about $11,088 at 4% or $7,392 at 6%; with 50% employer match about $7,392 at 4% or $4,928 at 6%; with 100% employer match about $5,544 at 4% or $3,696 at 6%. |
| ROGER J WOLCOTT MD PA MONEY PURCHASE PENSION PLAN | - | 4 | $48,445 | $14,871 | $3,718iApproximate average salary by contribution assumption: employee only about $92,944 at 4% or $61,963 at 6%; with 50% employer match about $61,963 at 4% or $41,308 at 6%; with 100% employer match about $46,472 at 4% or $30,981 at 6%. |
| 2001 | 2 | 4 | $139,785 | $53,857 | $13,464iApproximate average salary by contribution assumption: employee only about $336,606 at 4% or $224,404 at 6%; with 50% employer match about $224,404 at 4% or $149,603 at 6%; with 100% employer match about $168,303 at 4% or $112,202 at 6%. |
| Roger J. Wolcott, M.D., P.A. 401(K) Plan and Trust | - | 4 | $98,807 | $39,892 | $9,973iApproximate average salary by contribution assumption: employee only about $249,325 at 4% or $166,217 at 6%; with 50% employer match about $166,217 at 4% or $110,811 at 6%; with 100% employer match about $124,663 at 4% or $83,108 at 6%. |
| ROGER J WOLCOTT MD PA MONEY PURCHASE PENSION PLAN | - | 4 | $40,978 | $13,965 | $3,491iApproximate average salary by contribution assumption: employee only about $87,281 at 4% or $58,188 at 6%; with 50% employer match about $58,188 at 4% or $38,792 at 6%; with 100% employer match about $43,641 at 4% or $29,094 at 6%. |