James K. Rogers, D.D.S., M.S. Ltd.
Plan context: JAMES K. ROGERS, D.D.S., M.S., LTD. CASH BALANCE PLAN
EIN 86-0891056 • Las Vegas, NV • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$869,939
2024 Contributions
$227,165
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 | 5 | $869,939 | $227,165 | $45,433iApproximate average salary by contribution assumption: employee only about $1,135,825 at 4% or $757,217 at 6%; with 50% employer match about $757,217 at 4% or $504,811 at 6%; with 100% employer match about $567,913 at 4% or $378,608 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. CASH BALANCE PLAN | - | 5 | $656,324 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 5 | $213,615 | $27,165 | $5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,913 at 4% or $45,275 at 6%. |
| 2023 | 2 | 6 | $640,465 | $161,631 | $26,939iApproximate average salary by contribution assumption: employee only about $673,463 at 4% or $448,975 at 6%; with 50% employer match about $448,975 at 4% or $299,317 at 6%; with 100% employer match about $336,731 at 4% or $224,488 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. CASH BALANCE PLAN | - | 4 | $454,079 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 6 | $186,386 | $11,631 | $1,939iApproximate average salary by contribution assumption: employee only about $48,463 at 4% or $32,308 at 6%; with 50% employer match about $32,308 at 4% or $21,539 at 6%; with 100% employer match about $24,231 at 4% or $16,154 at 6%. |
| 2022 | 2 | 6 | $464,663 | $172,703 | $28,784iApproximate average salary by contribution assumption: employee only about $719,596 at 4% or $479,731 at 6%; with 50% employer match about $479,731 at 4% or $319,820 at 6%; with 100% employer match about $359,798 at 4% or $239,865 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. CASH BALANCE PLAN | - | 6 | $291,628 | $170,600 | $28,433iApproximate average salary by contribution assumption: employee only about $710,833 at 4% or $473,889 at 6%; with 50% employer match about $473,889 at 4% or $315,926 at 6%; with 100% employer match about $355,417 at 4% or $236,944 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 6 | $173,035 | $2,103 | $351iApproximate average salary by contribution assumption: employee only about $8,763 at 4% or $5,842 at 6%; with 50% employer match about $5,842 at 4% or $3,894 at 6%; with 100% employer match about $4,381 at 4% or $2,921 at 6%. |
| 2021 | 2 | 5 | $295,692 | $126,164 | $25,233iApproximate average salary by contribution assumption: employee only about $630,820 at 4% or $420,547 at 6%; with 50% employer match about $420,547 at 4% or $280,364 at 6%; with 100% employer match about $315,410 at 4% or $210,273 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 5 | $174,692 | $5,164 | $1,033iApproximate average salary by contribution assumption: employee only about $25,820 at 4% or $17,213 at 6%; with 50% employer match about $17,213 at 4% or $11,476 at 6%; with 100% employer match about $12,910 at 4% or $8,607 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. CASH BALANCE PLAN | - | 4 | $121,000 | $121,000 | $30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%. |
| 2020 | 1 | 3 | $169,516 | $66,039 | $22,013iApproximate average salary by contribution assumption: employee only about $550,325 at 4% or $366,883 at 6%; with 50% employer match about $366,883 at 4% or $244,589 at 6%; with 100% employer match about $275,163 at 4% or $183,442 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 3 | $169,516 | $66,039 | $22,013iApproximate average salary by contribution assumption: employee only about $550,325 at 4% or $366,883 at 6%; with 50% employer match about $366,883 at 4% or $244,589 at 6%; with 100% employer match about $275,163 at 4% or $183,442 at 6%. |
| 2019 | 1 | 4 | $110,668 | $0 | - |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 4 | $110,668 | - | - |
| 2018 | 1 | 5 | $111,151 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 5 | $111,151 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2017 | 1 | 3 | $100,969 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 3 | $100,969 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2016 | 2 | 4 | $88,602 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 4 | $88,602 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | - | - |
| 2015 | 2 | 4 | $405,253 | $48,600 | $12,150iApproximate average salary by contribution assumption: employee only about $303,750 at 4% or $202,500 at 6%; with 50% employer match about $202,500 at 4% or $135,000 at 6%; with 100% employer match about $151,875 at 4% or $101,250 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 2 | $356,653 | $0 | - |
| James K. Rogers, D.D.S., M.S. Ltd. Profit Sharing Plan | - | 4 | $48,600 | $48,600 | $12,150iApproximate average salary by contribution assumption: employee only about $303,750 at 4% or $202,500 at 6%; with 50% employer match about $202,500 at 4% or $135,000 at 6%; with 100% employer match about $151,875 at 4% or $101,250 at 6%. |
| 2014 | 1 | 4 | $439,701 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | $439,701 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2013 | 1 | 4 | $389,779 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | $389,779 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2012 | 1 | 6 | $554,041 | $0 | - |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 6 | $554,041 | $0 | - |
| 2011 | 1 | 6 | $564,912 | $0 | - |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 6 | $564,912 | $0 | - |
| 2010 | 1 | 6 | $558,482 | $7,000 | $1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 6 | $558,482 | $7,000 | $1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%. |
| 2009 | 1 | 6 | $469,173 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION | - | 6 | $469,173 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2008 | 1 | 5 | $318,174 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 5 | $318,174 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2006 | 1 | 4 | $374,021 | $70,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | $374,021 | $70,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2005 | 1 | 3 | $282,464 | $62,000 | $20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 3 | $282,464 | $62,000 | $20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%. |
| 2004 | 1 | 2 | $212,115 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 2 | $212,115 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2002 | 1 | 1 | $83,794 | $28,082 | $28,082iApproximate average salary by contribution assumption: employee only about $702,050 at 4% or $468,033 at 6%; with 50% employer match about $468,033 at 4% or $312,022 at 6%; with 100% employer match about $351,025 at 4% or $234,017 at 6%. |
| JAMES K. ROGERS, D.D.S., M.S., LTD. DEFINED BENEFIT PENSION PLAN | - | 1 | $83,794 | $28,082 | $28,082iApproximate average salary by contribution assumption: employee only about $702,050 at 4% or $468,033 at 6%; with 50% employer match about $468,033 at 4% or $312,022 at 6%; with 100% employer match about $351,025 at 4% or $234,017 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| DEFINED BENEFIT PENSION PLAN & TRUST OF JAMES K. ROGERS, D.D.S, M.S., LTD. | - | 2 | - | - | - |