Civic Intelligence

Packard, Appleby & Rogers PC

Plan context: Packard, Appleby & Rogers 401(K) Plan

EIN 86-0975987 • Mesa, AZ • 10 filings • 2 plans

2158 N. Gilbert Rd. #117Mesa, AZ 85203
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,702,507

2024 Contributions

$80,064

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,702,507$851,254$0201520202024YearValue
$1,702,507Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470201520202024YearValue
14Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024114$1,702,507$80,064$5,719iApproximate average salary by contribution assumption: employee only about $142,971 at 4% or $95,314 at 6%; with 50% employer match about $95,314 at 4% or $63,543 at 6%; with 100% employer match about $71,486 at 4% or $47,657 at 6%.
Packard, Appleby & Rogers 401(K) Plan-14$1,702,507$80,064$5,719iApproximate average salary by contribution assumption: employee only about $142,971 at 4% or $95,314 at 6%; with 50% employer match about $95,314 at 4% or $63,543 at 6%; with 100% employer match about $71,486 at 4% or $47,657 at 6%.
2023114$1,418,323$89,916$6,423iApproximate average salary by contribution assumption: employee only about $160,564 at 4% or $107,043 at 6%; with 50% employer match about $107,043 at 4% or $71,362 at 6%; with 100% employer match about $80,282 at 4% or $53,521 at 6%.
Packard, Appleby & Rogers 401(K) Plan-14$1,418,323$89,916$6,423iApproximate average salary by contribution assumption: employee only about $160,564 at 4% or $107,043 at 6%; with 50% employer match about $107,043 at 4% or $71,362 at 6%; with 100% employer match about $80,282 at 4% or $53,521 at 6%.
2022111$1,134,943$84,660$7,696iApproximate average salary by contribution assumption: employee only about $192,409 at 4% or $128,273 at 6%; with 50% employer match about $128,273 at 4% or $85,515 at 6%; with 100% employer match about $96,205 at 4% or $64,136 at 6%.
Packard, Appleby & Rogers 401(K) Plan-11$1,134,943$84,660$7,696iApproximate average salary by contribution assumption: employee only about $192,409 at 4% or $128,273 at 6%; with 50% employer match about $128,273 at 4% or $85,515 at 6%; with 100% employer match about $96,205 at 4% or $64,136 at 6%.
2021110$1,357,927$108,734$10,873iApproximate average salary by contribution assumption: employee only about $271,835 at 4% or $181,223 at 6%; with 50% employer match about $181,223 at 4% or $120,816 at 6%; with 100% employer match about $135,918 at 4% or $90,612 at 6%.
Packard, Appleby & Rogers 401(K) Plan-10$1,357,927$108,734$10,873iApproximate average salary by contribution assumption: employee only about $271,835 at 4% or $181,223 at 6%; with 50% employer match about $181,223 at 4% or $120,816 at 6%; with 100% employer match about $135,918 at 4% or $90,612 at 6%.
202019$1,078,545$105,125$11,681iApproximate average salary by contribution assumption: employee only about $292,014 at 4% or $194,676 at 6%; with 50% employer match about $194,676 at 4% or $129,784 at 6%; with 100% employer match about $146,007 at 4% or $97,338 at 6%.
Packard, Appleby & Rogers 401(K) Plan-9$1,078,545$105,125$11,681iApproximate average salary by contribution assumption: employee only about $292,014 at 4% or $194,676 at 6%; with 50% employer match about $194,676 at 4% or $129,784 at 6%; with 100% employer match about $146,007 at 4% or $97,338 at 6%.
201917$849,474$93,541$13,363iApproximate average salary by contribution assumption: employee only about $334,075 at 4% or $222,717 at 6%; with 50% employer match about $222,717 at 4% or $148,478 at 6%; with 100% employer match about $167,038 at 4% or $111,358 at 6%.
Packard, Appleby & Rogers 401(K) Plan-7$849,474$93,541$13,363iApproximate average salary by contribution assumption: employee only about $334,075 at 4% or $222,717 at 6%; with 50% employer match about $222,717 at 4% or $148,478 at 6%; with 100% employer match about $167,038 at 4% or $111,358 at 6%.
201816$635,566$93,944$15,657iApproximate average salary by contribution assumption: employee only about $391,433 at 4% or $260,956 at 6%; with 50% employer match about $260,956 at 4% or $173,970 at 6%; with 100% employer match about $195,717 at 4% or $130,478 at 6%.
Packard, Appleby & Rogers 401(K) Plan-6$635,566$93,944$15,657iApproximate average salary by contribution assumption: employee only about $391,433 at 4% or $260,956 at 6%; with 50% employer match about $260,956 at 4% or $173,970 at 6%; with 100% employer match about $195,717 at 4% or $130,478 at 6%.
201718$631,645$88,359$11,045iApproximate average salary by contribution assumption: employee only about $276,122 at 4% or $184,081 at 6%; with 50% employer match about $184,081 at 4% or $122,721 at 6%; with 100% employer match about $138,061 at 4% or $92,041 at 6%.
Packard, Appleby & Rogers 401(K) Plan-8$631,645$88,359$11,045iApproximate average salary by contribution assumption: employee only about $276,122 at 4% or $184,081 at 6%; with 50% employer match about $184,081 at 4% or $122,721 at 6%; with 100% employer match about $138,061 at 4% or $92,041 at 6%.
201617$523,385$91,002$13,000iApproximate average salary by contribution assumption: employee only about $325,007 at 4% or $216,671 at 6%; with 50% employer match about $216,671 at 4% or $144,448 at 6%; with 100% employer match about $162,504 at 4% or $108,336 at 6%.
Packard, Appleby & Rogers 401(K) Plan-7$523,385$91,002$13,000iApproximate average salary by contribution assumption: employee only about $325,007 at 4% or $216,671 at 6%; with 50% employer match about $216,671 at 4% or $144,448 at 6%; with 100% employer match about $162,504 at 4% or $108,336 at 6%.
201517$411,146$422,873$60,410iApproximate average salary by contribution assumption: employee only about $1,510,261 at 4% or $1,006,840 at 6%; with 50% employer match about $1,006,840 at 4% or $671,227 at 6%; with 100% employer match about $755,130 at 4% or $503,420 at 6%.
Packard, Appleby & Rogers 401(K) Plan-7$411,146$422,873$60,410iApproximate average salary by contribution assumption: employee only about $1,510,261 at 4% or $1,006,840 at 6%; with 50% employer match about $1,006,840 at 4% or $671,227 at 6%; with 100% employer match about $755,130 at 4% or $503,420 at 6%.