Roger L. Johnson Cfp
Plan context: Roger L. Johnson Cfp DBA Personal Benefit Services Employees Pension Plan & Trust
EIN 84-1066608 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
4
2001 Assets
$425,906
2001 Contributions
$36,004
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 4 | $425,906 | $36,004 | $9,001iApproximate average salary by contribution assumption: employee only about $225,025 at 4% or $150,017 at 6%; with 50% employer match about $150,017 at 4% or $100,011 at 6%; with 100% employer match about $112,513 at 4% or $75,008 at 6%. |
| Roger L. Johnson Cfp DBA Personal Benefit Services Employees Pension Plan & Trust | - | 4 | $425,906 | $36,004 | $9,001iApproximate average salary by contribution assumption: employee only about $225,025 at 4% or $150,017 at 6%; with 50% employer match about $150,017 at 4% or $100,011 at 6%; with 100% employer match about $112,513 at 4% or $75,008 at 6%. |
| 2000 | 1 | 3 | $423,029 | $29,526 | $9,842iApproximate average salary by contribution assumption: employee only about $246,050 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,356 at 6%; with 100% employer match about $123,025 at 4% or $82,017 at 6%. |
| Roger L. Johnson Cfp DBA Personal Benefit Services Employees Pension Plan & Trust | - | 3 | $423,029 | $29,526 | $9,842iApproximate average salary by contribution assumption: employee only about $246,050 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,356 at 6%; with 100% employer match about $123,025 at 4% or $82,017 at 6%. |
| 1999 | 1 | 3 | $452,326 | $27,534 | $9,178iApproximate average salary by contribution assumption: employee only about $229,450 at 4% or $152,967 at 6%; with 50% employer match about $152,967 at 4% or $101,978 at 6%; with 100% employer match about $114,725 at 4% or $76,483 at 6%. |
| Roger L. Johnson Cfp DBA Personal Benefit Services Employees Pension Plan & Trust | - | 3 | $452,326 | $27,534 | $9,178iApproximate average salary by contribution assumption: employee only about $229,450 at 4% or $152,967 at 6%; with 50% employer match about $152,967 at 4% or $101,978 at 6%; with 100% employer match about $114,725 at 4% or $76,483 at 6%. |