Civic Intelligence

Roger Engemann & Associates Inc.

Plan context: Roger Engemann & Associates Inc. Pension Plan

EIN 95-2755531 • 9 filings • 5 plans

Current Snapshot

Latest Year

2005

2005 Participants

76

2005 Assets

$8,815,259

2005 Contributions

$885,535

Historical Graphs

Total Assets Over Time

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

$8,815,259$4,407,630$0199920022004YearValue
$8,815,259Latest year 2004

Participants Over Time

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

96480199920022004YearValue
76Latest year 2004

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
200510$0$0-
Roger Engemann & Associates Inc. Pension Plan-0---
2004176$8,815,259$885,535$11,652iApproximate average salary by contribution assumption: employee only about $291,294 at 4% or $194,196 at 6%; with 50% employer match about $194,196 at 4% or $129,464 at 6%; with 100% employer match about $145,647 at 4% or $97,098 at 6%.
Roger Engemann & Associates Inc. Pension Plan-76$8,815,259$885,535$11,652iApproximate average salary by contribution assumption: employee only about $291,294 at 4% or $194,196 at 6%; with 50% employer match about $194,196 at 4% or $129,464 at 6%; with 100% employer match about $145,647 at 4% or $97,098 at 6%.
2003186$7,795,233$896,003$10,419iApproximate average salary by contribution assumption: employee only about $260,466 at 4% or $173,644 at 6%; with 50% employer match about $173,644 at 4% or $115,763 at 6%; with 100% employer match about $130,233 at 4% or $86,822 at 6%.
Roger Engemann & Associates Inc. Pension Plan-86$7,795,233$896,003$10,419iApproximate average salary by contribution assumption: employee only about $260,466 at 4% or $173,644 at 6%; with 50% employer match about $173,644 at 4% or $115,763 at 6%; with 100% employer match about $130,233 at 4% or $86,822 at 6%.
2002289$5,892,784$1,151,318$12,936iApproximate average salary by contribution assumption: employee only about $323,404 at 4% or $215,603 at 6%; with 50% employer match about $215,603 at 4% or $143,735 at 6%; with 100% employer match about $161,702 at 4% or $107,801 at 6%.
Roger Engemann & Associates Inc. Pension Plan-89$5,892,784$1,128,326$12,678iApproximate average salary by contribution assumption: employee only about $316,946 at 4% or $211,297 at 6%; with 50% employer match about $211,297 at 4% or $140,865 at 6%; with 100% employer match about $158,473 at 4% or $105,649 at 6%.
ROGER ENGEMANN & ASSOCIATES, INC. PENSION PLAN-0-$22,992-
2001296$0$0-
ROGER ENGEMANN & ASSOCIATES, INC. PENSION PLAN-96---
Roger Engemann & Associates Inc. Pension Plan-96---
2000190$1,985,610$2,042,248$22,692iApproximate average salary by contribution assumption: employee only about $567,291 at 4% or $378,194 at 6%; with 50% employer match about $378,194 at 4% or $252,129 at 6%; with 100% employer match about $283,646 at 4% or $189,097 at 6%.
ROGER ENGEMANN & ASSOCIATES, INC. PENSION PLAN-90$1,985,610$2,042,248$22,692iApproximate average salary by contribution assumption: employee only about $567,291 at 4% or $378,194 at 6%; with 50% employer match about $378,194 at 4% or $252,129 at 6%; with 100% employer match about $283,646 at 4% or $189,097 at 6%.
1999177$279,472$279,472$3,630iApproximate average salary by contribution assumption: employee only about $90,738 at 4% or $60,492 at 6%; with 50% employer match about $60,492 at 4% or $40,328 at 6%; with 100% employer match about $45,369 at 4% or $30,246 at 6%.
Roger Engemann & Associates Inc. Pension Plan-77$279,472$279,472$3,630iApproximate average salary by contribution assumption: employee only about $90,738 at 4% or $60,492 at 6%; with 50% employer match about $60,492 at 4% or $40,328 at 6%; with 100% employer match about $45,369 at 4% or $30,246 at 6%.