Civic Intelligence

Roger W Sant

Plan context: Roger W Sant 401 K Profit Sharing Plan Trust

EIN 94-2233274 • Pittsford, NY • 24 filings • 4 plans

C/O Ashford Advisors Llc30B Grove StreetPittsford, NY 14534-1334
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,999,812

2024 Contributions

$205,893

Historical Graphs

Total Assets Over Time

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

$3,981,249$1,990,625$0200220142024YearValue
$2,999,812Latest year 2024

Participants Over Time

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

1790200120132024YearValue
11Latest 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
2024111$2,999,812$205,893$18,718iApproximate average salary by contribution assumption: employee only about $467,939 at 4% or $311,959 at 6%; with 50% employer match about $311,959 at 4% or $207,973 at 6%; with 100% employer match about $233,969 at 4% or $155,980 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-11$2,999,812$205,893$18,718iApproximate average salary by contribution assumption: employee only about $467,939 at 4% or $311,959 at 6%; with 50% employer match about $311,959 at 4% or $207,973 at 6%; with 100% employer match about $233,969 at 4% or $155,980 at 6%.
2023113$3,981,249$254,425$19,571iApproximate average salary by contribution assumption: employee only about $489,279 at 4% or $326,186 at 6%; with 50% employer match about $326,186 at 4% or $217,457 at 6%; with 100% employer match about $244,639 at 4% or $163,093 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-13$3,981,249$254,425$19,571iApproximate average salary by contribution assumption: employee only about $489,279 at 4% or $326,186 at 6%; with 50% employer match about $326,186 at 4% or $217,457 at 6%; with 100% employer match about $244,639 at 4% or $163,093 at 6%.
2022113$3,190,759$232,586$17,891iApproximate average salary by contribution assumption: employee only about $447,281 at 4% or $298,187 at 6%; with 50% employer match about $298,187 at 4% or $198,791 at 6%; with 100% employer match about $223,640 at 4% or $149,094 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-13$3,190,759$232,586$17,891iApproximate average salary by contribution assumption: employee only about $447,281 at 4% or $298,187 at 6%; with 50% employer match about $298,187 at 4% or $198,791 at 6%; with 100% employer match about $223,640 at 4% or $149,094 at 6%.
2021114$3,646,650$227,626$16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-14$3,646,650$227,626$16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%.
2020116$3,045,738$215,962$13,498iApproximate average salary by contribution assumption: employee only about $337,441 at 4% or $224,960 at 6%; with 50% employer match about $224,960 at 4% or $149,974 at 6%; with 100% employer match about $168,720 at 4% or $112,480 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-16$3,045,738$215,962$13,498iApproximate average salary by contribution assumption: employee only about $337,441 at 4% or $224,960 at 6%; with 50% employer match about $224,960 at 4% or $149,974 at 6%; with 100% employer match about $168,720 at 4% or $112,480 at 6%.
2019115$2,464,517$246,368$16,425iApproximate average salary by contribution assumption: employee only about $410,613 at 4% or $273,742 at 6%; with 50% employer match about $273,742 at 4% or $182,495 at 6%; with 100% employer match about $205,307 at 4% or $136,871 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-15$2,464,517$246,368$16,425iApproximate average salary by contribution assumption: employee only about $410,613 at 4% or $273,742 at 6%; with 50% employer match about $273,742 at 4% or $182,495 at 6%; with 100% employer match about $205,307 at 4% or $136,871 at 6%.
2018117$2,194,710$262,922$15,466iApproximate average salary by contribution assumption: employee only about $386,650 at 4% or $257,767 at 6%; with 50% employer match about $257,767 at 4% or $171,844 at 6%; with 100% employer match about $193,325 at 4% or $128,883 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-17$2,194,710$262,922$15,466iApproximate average salary by contribution assumption: employee only about $386,650 at 4% or $257,767 at 6%; with 50% employer match about $257,767 at 4% or $171,844 at 6%; with 100% employer match about $193,325 at 4% or $128,883 at 6%.
2017113$2,096,807$198,853$15,296iApproximate average salary by contribution assumption: employee only about $382,410 at 4% or $254,940 at 6%; with 50% employer match about $254,940 at 4% or $169,960 at 6%; with 100% employer match about $191,205 at 4% or $127,470 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-13$2,096,807$198,853$15,296iApproximate average salary by contribution assumption: employee only about $382,410 at 4% or $254,940 at 6%; with 50% employer match about $254,940 at 4% or $169,960 at 6%; with 100% employer match about $191,205 at 4% or $127,470 at 6%.
2016112$2,033,618$147,118$12,260iApproximate average salary by contribution assumption: employee only about $306,496 at 4% or $204,331 at 6%; with 50% employer match about $204,331 at 4% or $136,220 at 6%; with 100% employer match about $153,248 at 4% or $102,165 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-12$2,033,618$147,118$12,260iApproximate average salary by contribution assumption: employee only about $306,496 at 4% or $204,331 at 6%; with 50% employer match about $204,331 at 4% or $136,220 at 6%; with 100% employer match about $153,248 at 4% or $102,165 at 6%.
201519$1,752,751$149,900$16,656iApproximate average salary by contribution assumption: employee only about $416,389 at 4% or $277,593 at 6%; with 50% employer match about $277,593 at 4% or $185,062 at 6%; with 100% employer match about $208,194 at 4% or $138,796 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-9$1,752,751$149,900$16,656iApproximate average salary by contribution assumption: employee only about $416,389 at 4% or $277,593 at 6%; with 50% employer match about $277,593 at 4% or $185,062 at 6%; with 100% employer match about $208,194 at 4% or $138,796 at 6%.
201419$1,636,343$136,927$15,214iApproximate average salary by contribution assumption: employee only about $380,353 at 4% or $253,569 at 6%; with 50% employer match about $253,569 at 4% or $169,046 at 6%; with 100% employer match about $190,176 at 4% or $126,784 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-9$1,636,343$136,927$15,214iApproximate average salary by contribution assumption: employee only about $380,353 at 4% or $253,569 at 6%; with 50% employer match about $253,569 at 4% or $169,046 at 6%; with 100% employer match about $190,176 at 4% or $126,784 at 6%.
201319$1,445,391$134,609$14,957iApproximate average salary by contribution assumption: employee only about $373,914 at 4% or $249,276 at 6%; with 50% employer match about $249,276 at 4% or $166,184 at 6%; with 100% employer match about $186,957 at 4% or $124,638 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-9$1,445,391$134,609$14,957iApproximate average salary by contribution assumption: employee only about $373,914 at 4% or $249,276 at 6%; with 50% employer match about $249,276 at 4% or $166,184 at 6%; with 100% employer match about $186,957 at 4% or $124,638 at 6%.
201219$1,104,631$133,653$14,850iApproximate average salary by contribution assumption: employee only about $371,258 at 4% or $247,506 at 6%; with 50% employer match about $247,506 at 4% or $165,004 at 6%; with 100% employer match about $185,629 at 4% or $123,753 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-9$1,104,631$133,653$14,850iApproximate average salary by contribution assumption: employee only about $371,258 at 4% or $247,506 at 6%; with 50% employer match about $247,506 at 4% or $165,004 at 6%; with 100% employer match about $185,629 at 4% or $123,753 at 6%.
201119$888,651$117,488$13,054iApproximate average salary by contribution assumption: employee only about $326,356 at 4% or $217,570 at 6%; with 50% employer match about $217,570 at 4% or $145,047 at 6%; with 100% employer match about $163,178 at 4% or $108,785 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-9$888,651$117,488$13,054iApproximate average salary by contribution assumption: employee only about $326,356 at 4% or $217,570 at 6%; with 50% employer match about $217,570 at 4% or $145,047 at 6%; with 100% employer match about $163,178 at 4% or $108,785 at 6%.
201019$816,785$130,191$14,466iApproximate average salary by contribution assumption: employee only about $361,642 at 4% or $241,094 at 6%; with 50% employer match about $241,094 at 4% or $160,730 at 6%; with 100% employer match about $180,821 at 4% or $120,547 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-9$816,785$130,191$14,466iApproximate average salary by contribution assumption: employee only about $361,642 at 4% or $241,094 at 6%; with 50% employer match about $241,094 at 4% or $160,730 at 6%; with 100% employer match about $180,821 at 4% or $120,547 at 6%.
2009111$615,403$121,245$11,022iApproximate average salary by contribution assumption: employee only about $275,557 at 4% or $183,705 at 6%; with 50% employer match about $183,705 at 4% or $122,470 at 6%; with 100% employer match about $137,778 at 4% or $91,852 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-11$615,403$121,245$11,022iApproximate average salary by contribution assumption: employee only about $275,557 at 4% or $183,705 at 6%; with 50% employer match about $183,705 at 4% or $122,470 at 6%; with 100% employer match about $137,778 at 4% or $91,852 at 6%.
200818$431,404$112,282$14,035iApproximate average salary by contribution assumption: employee only about $350,881 at 4% or $233,921 at 6%; with 50% employer match about $233,921 at 4% or $155,947 at 6%; with 100% employer match about $175,441 at 4% or $116,960 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-8$431,404$112,282$14,035iApproximate average salary by contribution assumption: employee only about $350,881 at 4% or $233,921 at 6%; with 50% employer match about $233,921 at 4% or $155,947 at 6%; with 100% employer match about $175,441 at 4% or $116,960 at 6%.
200718$0$0-
Roger W Sant 401 K Profit Sharing Plan Trust-8---
200618$333,516$163,005$20,376iApproximate average salary by contribution assumption: employee only about $509,391 at 4% or $339,594 at 6%; with 50% employer match about $339,594 at 4% or $226,396 at 6%; with 100% employer match about $254,695 at 4% or $169,797 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-8$333,516$163,005$20,376iApproximate average salary by contribution assumption: employee only about $509,391 at 4% or $339,594 at 6%; with 50% employer match about $339,594 at 4% or $226,396 at 6%; with 100% employer match about $254,695 at 4% or $169,797 at 6%.
200516$147,002$42,827$7,138iApproximate average salary by contribution assumption: employee only about $178,446 at 4% or $118,964 at 6%; with 50% employer match about $118,964 at 4% or $79,309 at 6%; with 100% employer match about $89,223 at 4% or $59,482 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-6$147,002$42,827$7,138iApproximate average salary by contribution assumption: employee only about $178,446 at 4% or $118,964 at 6%; with 50% employer match about $118,964 at 4% or $79,309 at 6%; with 100% employer match about $89,223 at 4% or $59,482 at 6%.
200416$95,044$29,153$4,859iApproximate average salary by contribution assumption: employee only about $121,471 at 4% or $80,981 at 6%; with 50% employer match about $80,981 at 4% or $53,987 at 6%; with 100% employer match about $60,735 at 4% or $40,490 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-6$95,044$29,153$4,859iApproximate average salary by contribution assumption: employee only about $121,471 at 4% or $80,981 at 6%; with 50% employer match about $80,981 at 4% or $53,987 at 6%; with 100% employer match about $60,735 at 4% or $40,490 at 6%.
200315$57,704$23,150$4,630iApproximate average salary by contribution assumption: employee only about $115,750 at 4% or $77,167 at 6%; with 50% employer match about $77,167 at 4% or $51,444 at 6%; with 100% employer match about $57,875 at 4% or $38,583 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-5$57,704$23,150$4,630iApproximate average salary by contribution assumption: employee only about $115,750 at 4% or $77,167 at 6%; with 50% employer match about $77,167 at 4% or $51,444 at 6%; with 100% employer match about $57,875 at 4% or $38,583 at 6%.
200213$22,691$21,303$7,101iApproximate average salary by contribution assumption: employee only about $177,525 at 4% or $118,350 at 6%; with 50% employer match about $118,350 at 4% or $78,900 at 6%; with 100% employer match about $88,763 at 4% or $59,175 at 6%.
Roger W Sant 401 K Profit Sharing Plan Trust-3$22,691$21,303$7,101iApproximate average salary by contribution assumption: employee only about $177,525 at 4% or $118,350 at 6%; with 50% employer match about $118,350 at 4% or $78,900 at 6%; with 100% employer match about $88,763 at 4% or $59,175 at 6%.
200113$0$0-
Roger W Sant 401 K Profit Sharing Plan Trust-3---