Hollis & Rogers LLC
Plan context: Hollis & Rogers LLC 401(K) Profit Sharing Plan & Trust
EIN 85-4348444 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,596,903
2024 Contributions
$147,818
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 | 4 | $1,596,903 | $147,818 | $36,955iApproximate average salary by contribution assumption: employee only about $923,863 at 4% or $615,908 at 6%; with 50% employer match about $615,908 at 4% or $410,606 at 6%; with 100% employer match about $461,931 at 4% or $307,954 at 6%. |
| Hollis & Rogers LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $1,596,903 | $147,818 | $36,955iApproximate average salary by contribution assumption: employee only about $923,863 at 4% or $615,908 at 6%; with 50% employer match about $615,908 at 4% or $410,606 at 6%; with 100% employer match about $461,931 at 4% or $307,954 at 6%. |
| 2023 | 1 | 5 | $1,994,929 | $173,626 | $34,725iApproximate average salary by contribution assumption: employee only about $868,130 at 4% or $578,753 at 6%; with 50% employer match about $578,753 at 4% or $385,836 at 6%; with 100% employer match about $434,065 at 4% or $289,377 at 6%. |
| Hollis & Rogers LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $1,994,929 | $173,626 | $34,725iApproximate average salary by contribution assumption: employee only about $868,130 at 4% or $578,753 at 6%; with 50% employer match about $578,753 at 4% or $385,836 at 6%; with 100% employer match about $434,065 at 4% or $289,377 at 6%. |
| 2022 | 1 | 6 | $1,556,165 | $171,774 | $28,629iApproximate average salary by contribution assumption: employee only about $715,725 at 4% or $477,150 at 6%; with 50% employer match about $477,150 at 4% or $318,100 at 6%; with 100% employer match about $357,863 at 4% or $238,575 at 6%. |
| Hollis & Rogers LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $1,556,165 | $171,774 | $28,629iApproximate average salary by contribution assumption: employee only about $715,725 at 4% or $477,150 at 6%; with 50% employer match about $477,150 at 4% or $318,100 at 6%; with 100% employer match about $357,863 at 4% or $238,575 at 6%. |
| 2021 | 1 | 7 | $1,648,930 | $107,483 | $15,355iApproximate average salary by contribution assumption: employee only about $383,868 at 4% or $255,912 at 6%; with 50% employer match about $255,912 at 4% or $170,608 at 6%; with 100% employer match about $191,934 at 4% or $127,956 at 6%. |
| Hollis & Rogers LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $1,648,930 | $107,483 | $15,355iApproximate average salary by contribution assumption: employee only about $383,868 at 4% or $255,912 at 6%; with 50% employer match about $255,912 at 4% or $170,608 at 6%; with 100% employer match about $191,934 at 4% or $127,956 at 6%. |