Civic Intelligence

Roger a. Wooley, DMD, Ms

Plan context: Roger a. Wooley Profit Sharing Plan

EIN 93-0963368 • Milwaukie, OR • 22 filings • 6 plans

11080 Southeast OakMilwaukie, OR 97222
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$2,289,498

2022 Contributions

$63,642

Historical Graphs

Total Assets Over Time

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

$2,474,438$1,237,219$0199920102022YearValue
$2,289,498Latest year 2022

Participants Over Time

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

1050199920072013YearValue
4Latest year 2013

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
202210$2,289,498$0-
Roger a. Wooley Profit Sharing Plan-0$2,289,498--
202110$1,958,213$0-
Roger a. Wooley Profit Sharing Plan-0$1,958,213--
202010$2,474,438$0-
Roger a. Wooley Profit Sharing Plan-0$2,474,438--
201910$1,610,412$0-
Roger a. Wooley Profit Sharing Plan-0$1,610,412--
201810$1,415,133$0-
Roger a. Wooley Profit Sharing Plan-0$1,415,133--
201710$1,347,914$0-
Roger a. Wooley Profit Sharing Plan-0$1,347,914--
201610$1,296,934$0-
Roger a. Wooley Profit Sharing Plan-0$1,296,934--
201314$1,010,925$0-
Roger a. Wooley Profit Sharing Plan-4$1,010,925$0-
201217$1,008,576$63,642$9,092iApproximate average salary by contribution assumption: employee only about $227,293 at 4% or $151,529 at 6%; with 50% employer match about $151,529 at 4% or $101,019 at 6%; with 100% employer match about $113,646 at 4% or $75,764 at 6%.
Roger a. Wooley Profit Sharing Plan-7$1,008,576$63,642$9,092iApproximate average salary by contribution assumption: employee only about $227,293 at 4% or $151,529 at 6%; with 50% employer match about $151,529 at 4% or $101,019 at 6%; with 100% employer match about $113,646 at 4% or $75,764 at 6%.
201117$856,341$56,973$8,139iApproximate average salary by contribution assumption: employee only about $203,475 at 4% or $135,650 at 6%; with 50% employer match about $135,650 at 4% or $90,433 at 6%; with 100% employer match about $101,738 at 4% or $67,825 at 6%.
Roger a. Wooley Profit Sharing Plan-7$856,341$56,973$8,139iApproximate average salary by contribution assumption: employee only about $203,475 at 4% or $135,650 at 6%; with 50% employer match about $135,650 at 4% or $90,433 at 6%; with 100% employer match about $101,738 at 4% or $67,825 at 6%.
201019$785,798$59,083$6,565iApproximate average salary by contribution assumption: employee only about $164,119 at 4% or $109,413 at 6%; with 50% employer match about $109,413 at 4% or $72,942 at 6%; with 100% employer match about $82,060 at 4% or $54,706 at 6%.
Roger a. Wooley Profit Sharing Plan-9$785,798$59,083$6,565iApproximate average salary by contribution assumption: employee only about $164,119 at 4% or $109,413 at 6%; with 50% employer match about $109,413 at 4% or $72,942 at 6%; with 100% employer match about $82,060 at 4% or $54,706 at 6%.
200919$707,940$59,315$6,591iApproximate average salary by contribution assumption: employee only about $164,764 at 4% or $109,843 at 6%; with 50% employer match about $109,843 at 4% or $73,228 at 6%; with 100% employer match about $82,382 at 4% or $54,921 at 6%.
Roger a. Wooley Profit Sharing Plan-9$707,940$59,315$6,591iApproximate average salary by contribution assumption: employee only about $164,764 at 4% or $109,843 at 6%; with 50% employer match about $109,843 at 4% or $73,228 at 6%; with 100% employer match about $82,382 at 4% or $54,921 at 6%.
200818$575,809$55,852$6,982iApproximate average salary by contribution assumption: employee only about $174,538 at 4% or $116,358 at 6%; with 50% employer match about $116,358 at 4% or $77,572 at 6%; with 100% employer match about $87,269 at 4% or $58,179 at 6%.
Roger a. Wooley Profit Sharing Plan-8$575,809$55,852$6,982iApproximate average salary by contribution assumption: employee only about $174,538 at 4% or $116,358 at 6%; with 50% employer match about $116,358 at 4% or $77,572 at 6%; with 100% employer match about $87,269 at 4% or $58,179 at 6%.
200718$890,052$56,215$7,027iApproximate average salary by contribution assumption: employee only about $175,672 at 4% or $117,115 at 6%; with 50% employer match about $117,115 at 4% or $78,076 at 6%; with 100% employer match about $87,836 at 4% or $58,557 at 6%.
Roger a. Wooley Profit Sharing Plan-8$890,052$56,215$7,027iApproximate average salary by contribution assumption: employee only about $175,672 at 4% or $117,115 at 6%; with 50% employer match about $117,115 at 4% or $78,076 at 6%; with 100% employer match about $87,836 at 4% or $58,557 at 6%.
200617$852,458$52,777$7,540iApproximate average salary by contribution assumption: employee only about $188,489 at 4% or $125,660 at 6%; with 50% employer match about $125,660 at 4% or $83,773 at 6%; with 100% employer match about $94,245 at 4% or $62,830 at 6%.
Roger a. Wooley Profit Sharing Plan-7$852,458$52,777$7,540iApproximate average salary by contribution assumption: employee only about $188,489 at 4% or $125,660 at 6%; with 50% employer match about $125,660 at 4% or $83,773 at 6%; with 100% employer match about $94,245 at 4% or $62,830 at 6%.
200517$700,074$56,938$8,134iApproximate average salary by contribution assumption: employee only about $203,350 at 4% or $135,567 at 6%; with 50% employer match about $135,567 at 4% or $90,378 at 6%; with 100% employer match about $101,675 at 4% or $67,783 at 6%.
Roger a. Wooley Profit Sharing Plan-7$700,074$56,938$8,134iApproximate average salary by contribution assumption: employee only about $203,350 at 4% or $135,567 at 6%; with 50% employer match about $135,567 at 4% or $90,378 at 6%; with 100% employer match about $101,675 at 4% or $67,783 at 6%.
2004110$623,050$54,694$5,469iApproximate average salary by contribution assumption: employee only about $136,735 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,578 at 6%.
Roger a. Wooley Profit Sharing Plan-10$623,050$54,694$5,469iApproximate average salary by contribution assumption: employee only about $136,735 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,578 at 6%.
200318$500,238$51,048$6,381iApproximate average salary by contribution assumption: employee only about $159,525 at 4% or $106,350 at 6%; with 50% employer match about $106,350 at 4% or $70,900 at 6%; with 100% employer match about $79,763 at 4% or $53,175 at 6%.
Roger a. Wooley Profit Sharing Plan-8$500,238$51,048$6,381iApproximate average salary by contribution assumption: employee only about $159,525 at 4% or $106,350 at 6%; with 50% employer match about $106,350 at 4% or $70,900 at 6%; with 100% employer match about $79,763 at 4% or $53,175 at 6%.
200210$418,696$49,107-
Roger a. Wooley Profit Sharing Plan-0$418,696$49,107-
200118$0$0-
Roger a. Wooley Profit Sharing Plan-8---
2000110$418,547$36,752$3,675iApproximate average salary by contribution assumption: employee only about $91,880 at 4% or $61,253 at 6%; with 50% employer match about $61,253 at 4% or $40,836 at 6%; with 100% employer match about $45,940 at 4% or $30,627 at 6%.
ROGER A. WOOLEY PROFIT SHARING PLAN-10$418,547$36,752$3,675iApproximate average salary by contribution assumption: employee only about $91,880 at 4% or $61,253 at 6%; with 50% employer match about $61,253 at 4% or $40,836 at 6%; with 100% employer match about $45,940 at 4% or $30,627 at 6%.
1999110$437,180$36,339$3,634iApproximate average salary by contribution assumption: employee only about $90,848 at 4% or $60,565 at 6%; with 50% employer match about $60,565 at 4% or $40,377 at 6%; with 100% employer match about $45,424 at 4% or $30,283 at 6%.
Roger a. Wooley Profit Sharing Plan-10$437,180$36,339$3,634iApproximate average salary by contribution assumption: employee only about $90,848 at 4% or $60,565 at 6%; with 50% employer match about $60,565 at 4% or $40,377 at 6%; with 100% employer match about $45,424 at 4% or $30,283 at 6%.