Civic Intelligence

Roger Russell

Plan context: ROGER RUSSELL, CFP 401(K) PROFIT SHARING PLAN

EIN 93-0935829 • Cottage Grove, OR • 16 filings • 3 plans

PO Box 8Cottage Grove, OR 97424
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$255,272

2012 Contributions

$71,786

Historical Graphs

Total Assets Over Time

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

$2,965,836$1,482,918$0199920092011YearValue
$255,272Latest year 2011

Participants Over Time

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

740199920052011YearValue
5Latest year 2011

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
201210$0$0-
ROGER RUSSELL, CFP 401(K) PROFIT SHARING PLAN-0$0--
201115$255,272$71,786$14,357iApproximate average salary by contribution assumption: employee only about $358,930 at 4% or $239,287 at 6%; with 50% employer match about $239,287 at 4% or $159,524 at 6%; with 100% employer match about $179,465 at 4% or $119,643 at 6%.
ROGER RUSSELL, CFP 401(K) PROFIT SHARING PLAN-5$255,272$71,786$14,357iApproximate average salary by contribution assumption: employee only about $358,930 at 4% or $239,287 at 6%; with 50% employer match about $239,287 at 4% or $159,524 at 6%; with 100% employer match about $179,465 at 4% or $119,643 at 6%.
201026$198,674$65,096$10,849iApproximate average salary by contribution assumption: employee only about $271,233 at 4% or $180,822 at 6%; with 50% employer match about $180,822 at 4% or $120,548 at 6%; with 100% employer match about $135,617 at 4% or $90,411 at 6%.
ROGER RUSSELL, CFP 401(K) PROFIT SHARING PLAN-6$198,674$65,096$10,849iApproximate average salary by contribution assumption: employee only about $271,233 at 4% or $180,822 at 6%; with 50% employer match about $180,822 at 4% or $120,548 at 6%; with 100% employer match about $135,617 at 4% or $90,411 at 6%.
Roger Russell, Cfp Defined Benefit Pension Plan-0$0$0-
200926$2,965,836$53,789$8,965iApproximate average salary by contribution assumption: employee only about $224,121 at 4% or $149,414 at 6%; with 50% employer match about $149,414 at 4% or $99,609 at 6%; with 100% employer match about $112,060 at 4% or $74,707 at 6%.
Roger Russell, Cfp Defined Benefit Pension Plan-6$2,830,761$0-
ROGER RUSSELL, CFP 401(K) PROFIT SHARING PLAN-6$135,075$53,789$8,965iApproximate average salary by contribution assumption: employee only about $224,121 at 4% or $149,414 at 6%; with 50% employer match about $149,414 at 4% or $99,609 at 6%; with 100% employer match about $112,060 at 4% or $74,707 at 6%.
200816$52,798$59,846$9,974iApproximate average salary by contribution assumption: employee only about $249,358 at 4% or $166,239 at 6%; with 50% employer match about $166,239 at 4% or $110,826 at 6%; with 100% employer match about $124,679 at 4% or $83,119 at 6%.
ROGER RUSSELL, CFP 401K PROFIT SHARING PLAN-6$52,798$59,846$9,974iApproximate average salary by contribution assumption: employee only about $249,358 at 4% or $166,239 at 6%; with 50% employer match about $166,239 at 4% or $110,826 at 6%; with 100% employer match about $124,679 at 4% or $83,119 at 6%.
200716$0$0-
Roger Russell, Cfp Defined Benefit Pension Plan-6---
200616$0$0-
Roger Russell, Cfp Defined Benefit Pension Plan-6---
200516$0$0-
Roger Russell, Cfp Defined Benefit Pension Plan-6---
200415$2,137,585$256,805$51,361iApproximate average salary by contribution assumption: employee only about $1,284,025 at 4% or $856,017 at 6%; with 50% employer match about $856,017 at 4% or $570,678 at 6%; with 100% employer match about $642,013 at 4% or $428,008 at 6%.
Roger Russell, Cfp Defined Benefit Pension Plan-5$2,137,585$256,805$51,361iApproximate average salary by contribution assumption: employee only about $1,284,025 at 4% or $856,017 at 6%; with 50% employer match about $856,017 at 4% or $570,678 at 6%; with 100% employer match about $642,013 at 4% or $428,008 at 6%.
200315$0$0-
Roger Russell, Cfp Defined Benefit Pension Plan-5---
200217$0$0-
Roger Russell, Cfp Defined Benefit Pension Plan-7---
200117$0$0-
Roger Russell, Cfp Defined Benefit Pension Plan-7---
200017$0$0-
Roger Russell, Cfp Defined Benefit Pension Plan-7---
199915$622,919$89,949$17,990iApproximate average salary by contribution assumption: employee only about $449,745 at 4% or $299,830 at 6%; with 50% employer match about $299,830 at 4% or $199,887 at 6%; with 100% employer match about $224,873 at 4% or $149,915 at 6%.
Roger Russell, Cfp Defined Benefit Pension Plan-5$622,919$89,949$17,990iApproximate average salary by contribution assumption: employee only about $449,745 at 4% or $299,830 at 6%; with 50% employer match about $299,830 at 4% or $199,887 at 6%; with 100% employer match about $224,873 at 4% or $149,915 at 6%.