Warren Rogers Associates LLC
Plan context: Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust
EIN 81-4149768 • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
43
2024 Assets
$7,897,321
2024 Contributions
$546,253
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 | 1 | 43 | $7,897,321 | $546,253 | $12,704iApproximate average salary by contribution assumption: employee only about $317,589 at 4% or $211,726 at 6%; with 50% employer match about $211,726 at 4% or $141,151 at 6%; with 100% employer match about $158,794 at 4% or $105,863 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 43 | $7,897,321 | $546,253 | $12,704iApproximate average salary by contribution assumption: employee only about $317,589 at 4% or $211,726 at 6%; with 50% employer match about $211,726 at 4% or $141,151 at 6%; with 100% employer match about $158,794 at 4% or $105,863 at 6%. |
| 2023 | 1 | 40 | $6,470,695 | $461,560 | $11,539iApproximate average salary by contribution assumption: employee only about $288,475 at 4% or $192,317 at 6%; with 50% employer match about $192,317 at 4% or $128,211 at 6%; with 100% employer match about $144,238 at 4% or $96,158 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 40 | $6,470,695 | $461,560 | $11,539iApproximate average salary by contribution assumption: employee only about $288,475 at 4% or $192,317 at 6%; with 50% employer match about $192,317 at 4% or $128,211 at 6%; with 100% employer match about $144,238 at 4% or $96,158 at 6%. |
| 2022 | 1 | 36 | $5,158,109 | $428,036 | $11,890iApproximate average salary by contribution assumption: employee only about $297,247 at 4% or $198,165 at 6%; with 50% employer match about $198,165 at 4% or $132,110 at 6%; with 100% employer match about $148,624 at 4% or $99,082 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 36 | $5,158,109 | $428,036 | $11,890iApproximate average salary by contribution assumption: employee only about $297,247 at 4% or $198,165 at 6%; with 50% employer match about $198,165 at 4% or $132,110 at 6%; with 100% employer match about $148,624 at 4% or $99,082 at 6%. |
| 2021 | 1 | 35 | $6,145,339 | $474,443 | $13,556iApproximate average salary by contribution assumption: employee only about $338,888 at 4% or $225,925 at 6%; with 50% employer match about $225,925 at 4% or $150,617 at 6%; with 100% employer match about $169,444 at 4% or $112,963 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 35 | $6,145,339 | $474,443 | $13,556iApproximate average salary by contribution assumption: employee only about $338,888 at 4% or $225,925 at 6%; with 50% employer match about $225,925 at 4% or $150,617 at 6%; with 100% employer match about $169,444 at 4% or $112,963 at 6%. |
| 2020 | 1 | 36 | $5,509,684 | $412,426 | $11,456iApproximate average salary by contribution assumption: employee only about $286,407 at 4% or $190,938 at 6%; with 50% employer match about $190,938 at 4% or $127,292 at 6%; with 100% employer match about $143,203 at 4% or $95,469 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 36 | $5,509,684 | $412,426 | $11,456iApproximate average salary by contribution assumption: employee only about $286,407 at 4% or $190,938 at 6%; with 50% employer match about $190,938 at 4% or $127,292 at 6%; with 100% employer match about $143,203 at 4% or $95,469 at 6%. |
| 2019 | 1 | 33 | $4,520,611 | $423,097 | $12,821iApproximate average salary by contribution assumption: employee only about $320,528 at 4% or $213,685 at 6%; with 50% employer match about $213,685 at 4% or $142,457 at 6%; with 100% employer match about $160,264 at 4% or $106,843 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 33 | $4,520,611 | $423,097 | $12,821iApproximate average salary by contribution assumption: employee only about $320,528 at 4% or $213,685 at 6%; with 50% employer match about $213,685 at 4% or $142,457 at 6%; with 100% employer match about $160,264 at 4% or $106,843 at 6%. |
| 2018 | 1 | 37 | $3,489,067 | $384,307 | $10,387iApproximate average salary by contribution assumption: employee only about $259,667 at 4% or $173,111 at 6%; with 50% employer match about $173,111 at 4% or $115,408 at 6%; with 100% employer match about $129,833 at 4% or $86,556 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 37 | $3,489,067 | $384,307 | $10,387iApproximate average salary by contribution assumption: employee only about $259,667 at 4% or $173,111 at 6%; with 50% employer match about $173,111 at 4% or $115,408 at 6%; with 100% employer match about $129,833 at 4% or $86,556 at 6%. |
| 2017 | 1 | 35 | $3,348,821 | $722,590 | $20,645iApproximate average salary by contribution assumption: employee only about $516,136 at 4% or $344,090 at 6%; with 50% employer match about $344,090 at 4% or $229,394 at 6%; with 100% employer match about $258,068 at 4% or $172,045 at 6%. |
| Warren Rogers Associates LLC 401(K) Profit Sharing Plan & Trust | - | 35 | $3,348,821 | $722,590 | $20,645iApproximate average salary by contribution assumption: employee only about $516,136 at 4% or $344,090 at 6%; with 50% employer match about $344,090 at 4% or $229,394 at 6%; with 100% employer match about $258,068 at 4% or $172,045 at 6%. |