Steven M. Rogers LLC
Plan context: Dr. Steve M. Rogers LLC 401K Plan
EIN 93-0809965 • Bend, OR • 19 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$349,604
2018 Contributions
$40,633
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 5 | $349,604 | $0 | - |
| Dr. Steve M. Rogers LLC 401K Plan | - | 5 | $349,604 | - | - |
| Dr. Steve M. Rogers LLC 401K Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 9 | $461,668 | $40,633 | $4,515iApproximate average salary by contribution assumption: employee only about $112,869 at 4% or $75,246 at 6%; with 50% employer match about $75,246 at 4% or $50,164 at 6%; with 100% employer match about $56,435 at 4% or $37,623 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 9 | $461,668 | $40,633 | $4,515iApproximate average salary by contribution assumption: employee only about $112,869 at 4% or $75,246 at 6%; with 50% employer match about $75,246 at 4% or $50,164 at 6%; with 100% employer match about $56,435 at 4% or $37,623 at 6%. |
| 2016 | 1 | 9 | $1,041,853 | $13,419 | $1,491iApproximate average salary by contribution assumption: employee only about $37,275 at 4% or $24,850 at 6%; with 50% employer match about $24,850 at 4% or $16,567 at 6%; with 100% employer match about $18,638 at 4% or $12,425 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 9 | $1,041,853 | $13,419 | $1,491iApproximate average salary by contribution assumption: employee only about $37,275 at 4% or $24,850 at 6%; with 50% employer match about $24,850 at 4% or $16,567 at 6%; with 100% employer match about $18,638 at 4% or $12,425 at 6%. |
| 2015 | 1 | 8 | $957,702 | $13,547 | $1,693iApproximate average salary by contribution assumption: employee only about $42,334 at 4% or $28,223 at 6%; with 50% employer match about $28,223 at 4% or $18,815 at 6%; with 100% employer match about $21,167 at 4% or $14,111 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 8 | $957,702 | $13,547 | $1,693iApproximate average salary by contribution assumption: employee only about $42,334 at 4% or $28,223 at 6%; with 50% employer match about $28,223 at 4% or $18,815 at 6%; with 100% employer match about $21,167 at 4% or $14,111 at 6%. |
| 2014 | 1 | 6 | $976,393 | $10,921 | $1,820iApproximate average salary by contribution assumption: employee only about $45,504 at 4% or $30,336 at 6%; with 50% employer match about $30,336 at 4% or $20,224 at 6%; with 100% employer match about $22,752 at 4% or $15,168 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | $976,393 | $10,921 | $1,820iApproximate average salary by contribution assumption: employee only about $45,504 at 4% or $30,336 at 6%; with 50% employer match about $30,336 at 4% or $20,224 at 6%; with 100% employer match about $22,752 at 4% or $15,168 at 6%. |
| 2013 | 1 | 6 | $933,830 | $35,264 | $5,877iApproximate average salary by contribution assumption: employee only about $146,933 at 4% or $97,956 at 6%; with 50% employer match about $97,956 at 4% or $65,304 at 6%; with 100% employer match about $73,467 at 4% or $48,978 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | $933,830 | $35,264 | $5,877iApproximate average salary by contribution assumption: employee only about $146,933 at 4% or $97,956 at 6%; with 50% employer match about $97,956 at 4% or $65,304 at 6%; with 100% employer match about $73,467 at 4% or $48,978 at 6%. |
| 2012 | 1 | 6 | $827,390 | $33,917 | $5,653iApproximate average salary by contribution assumption: employee only about $141,321 at 4% or $94,214 at 6%; with 50% employer match about $94,214 at 4% or $62,809 at 6%; with 100% employer match about $70,660 at 4% or $47,107 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | $827,390 | $33,917 | $5,653iApproximate average salary by contribution assumption: employee only about $141,321 at 4% or $94,214 at 6%; with 50% employer match about $94,214 at 4% or $62,809 at 6%; with 100% employer match about $70,660 at 4% or $47,107 at 6%. |
| 2011 | 1 | 7 | $766,895 | $32,562 | $4,652iApproximate average salary by contribution assumption: employee only about $116,293 at 4% or $77,529 at 6%; with 50% employer match about $77,529 at 4% or $51,686 at 6%; with 100% employer match about $58,146 at 4% or $38,764 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 7 | $766,895 | $32,562 | $4,652iApproximate average salary by contribution assumption: employee only about $116,293 at 4% or $77,529 at 6%; with 50% employer match about $77,529 at 4% or $51,686 at 6%; with 100% employer match about $58,146 at 4% or $38,764 at 6%. |
| 2010 | 1 | 6 | $721,287 | $19,065 | $3,178iApproximate average salary by contribution assumption: employee only about $79,438 at 4% or $52,958 at 6%; with 50% employer match about $52,958 at 4% or $35,306 at 6%; with 100% employer match about $39,719 at 4% or $26,479 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | $721,287 | $19,065 | $3,178iApproximate average salary by contribution assumption: employee only about $79,438 at 4% or $52,958 at 6%; with 50% employer match about $52,958 at 4% or $35,306 at 6%; with 100% employer match about $39,719 at 4% or $26,479 at 6%. |
| 2009 | 1 | 6 | $675,959 | $17,675 | $2,946iApproximate average salary by contribution assumption: employee only about $73,646 at 4% or $49,097 at 6%; with 50% employer match about $49,097 at 4% or $32,731 at 6%; with 100% employer match about $36,823 at 4% or $24,549 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | $675,959 | $17,675 | $2,946iApproximate average salary by contribution assumption: employee only about $73,646 at 4% or $49,097 at 6%; with 50% employer match about $49,097 at 4% or $32,731 at 6%; with 100% employer match about $36,823 at 4% or $24,549 at 6%. |
| 2008 | 1 | 5 | $589,729 | $16,997 | $3,399iApproximate average salary by contribution assumption: employee only about $84,985 at 4% or $56,657 at 6%; with 50% employer match about $56,657 at 4% or $37,771 at 6%; with 100% employer match about $42,493 at 4% or $28,328 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 5 | $589,729 | $16,997 | $3,399iApproximate average salary by contribution assumption: employee only about $84,985 at 4% or $56,657 at 6%; with 50% employer match about $56,657 at 4% or $37,771 at 6%; with 100% employer match about $42,493 at 4% or $28,328 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | - | - | - |
| 2006 | 1 | 5 | $803,274 | $62,100 | $12,420iApproximate average salary by contribution assumption: employee only about $310,500 at 4% or $207,000 at 6%; with 50% employer match about $207,000 at 4% or $138,000 at 6%; with 100% employer match about $155,250 at 4% or $103,500 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 5 | $803,274 | $62,100 | $12,420iApproximate average salary by contribution assumption: employee only about $310,500 at 4% or $207,000 at 6%; with 50% employer match about $207,000 at 4% or $138,000 at 6%; with 100% employer match about $155,250 at 4% or $103,500 at 6%. |
| 2005 | 1 | 4 | $673,866 | $56,552 | $14,138iApproximate average salary by contribution assumption: employee only about $353,450 at 4% or $235,633 at 6%; with 50% employer match about $235,633 at 4% or $157,089 at 6%; with 100% employer match about $176,725 at 4% or $117,817 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 4 | $673,866 | $56,552 | $14,138iApproximate average salary by contribution assumption: employee only about $353,450 at 4% or $235,633 at 6%; with 50% employer match about $235,633 at 4% or $157,089 at 6%; with 100% employer match about $176,725 at 4% or $117,817 at 6%. |
| 2004 | 1 | 5 | $587,407 | $43,942 | $8,788iApproximate average salary by contribution assumption: employee only about $219,710 at 4% or $146,473 at 6%; with 50% employer match about $146,473 at 4% or $97,649 at 6%; with 100% employer match about $109,855 at 4% or $73,237 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 5 | $587,407 | $43,942 | $8,788iApproximate average salary by contribution assumption: employee only about $219,710 at 4% or $146,473 at 6%; with 50% employer match about $146,473 at 4% or $97,649 at 6%; with 100% employer match about $109,855 at 4% or $73,237 at 6%. |
| 2003 | 1 | 6 | $493,722 | $25,940 | $4,323iApproximate average salary by contribution assumption: employee only about $108,083 at 4% or $72,056 at 6%; with 50% employer match about $72,056 at 4% or $48,037 at 6%; with 100% employer match about $54,042 at 4% or $36,028 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | $493,722 | $25,940 | $4,323iApproximate average salary by contribution assumption: employee only about $108,083 at 4% or $72,056 at 6%; with 50% employer match about $72,056 at 4% or $48,037 at 6%; with 100% employer match about $54,042 at 4% or $36,028 at 6%. |
| 2002 | 1 | 6 | $378,809 | $420,049 | $70,008iApproximate average salary by contribution assumption: employee only about $1,750,204 at 4% or $1,166,803 at 6%; with 50% employer match about $1,166,803 at 4% or $777,869 at 6%; with 100% employer match about $875,102 at 4% or $583,401 at 6%. |
| Dr. Steve M. Rogers LLC 401K Plan | - | 6 | $378,809 | $420,049 | $70,008iApproximate average salary by contribution assumption: employee only about $1,750,204 at 4% or $1,166,803 at 6%; with 50% employer match about $1,166,803 at 4% or $777,869 at 6%; with 100% employer match about $875,102 at 4% or $583,401 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Dr. Steve M. Rogers LLC 401K Plan | - | 4 | - | - | - |