Civic Intelligence

Mountain States Rosen LLC

Plan context: MOUNTAIN STATES ROSEN, LLC 401(K) PLAN

EIN 01-0548080 • 11 filings • 2 plans

Current Snapshot

Latest Year

2021

2021 Participants

140

2021 Assets

$429

2021 Contributions

$252,312

Historical Graphs

Total Assets Over Time

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

$3,626,414$1,813,207$0201120162021YearValue
$429Latest year 2021

Participants Over Time

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

4072040201120162021YearValue
140Latest year 2021

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
20211140$429$0-
MOUNTAIN STATES ROSEN, LLC 401(K) PLAN-140$429--
20201197$2,772,084$252,312$1,281iApproximate average salary by contribution assumption: employee only about $32,019 at 4% or $21,346 at 6%; with 50% employer match about $21,346 at 4% or $14,231 at 6%; with 100% employer match about $16,010 at 4% or $10,673 at 6%.
MOUNTAIN STATES ROSEN, LLC 401(K) PLAN-197$2,772,084$252,312$1,281iApproximate average salary by contribution assumption: employee only about $32,019 at 4% or $21,346 at 6%; with 50% employer match about $21,346 at 4% or $14,231 at 6%; with 100% employer match about $16,010 at 4% or $10,673 at 6%.
20191350$3,626,414$544,415$1,555iApproximate average salary by contribution assumption: employee only about $38,887 at 4% or $25,925 at 6%; with 50% employer match about $25,925 at 4% or $17,283 at 6%; with 100% employer match about $19,443 at 4% or $12,962 at 6%.
MOUNTAIN STATES ROSEN, LLC 401(K) PLAN-350$3,626,414$544,415$1,555iApproximate average salary by contribution assumption: employee only about $38,887 at 4% or $25,925 at 6%; with 50% employer match about $25,925 at 4% or $17,283 at 6%; with 100% employer match about $19,443 at 4% or $12,962 at 6%.
20181407$3,107,584$485,104$1,192iApproximate average salary by contribution assumption: employee only about $29,798 at 4% or $19,865 at 6%; with 50% employer match about $19,865 at 4% or $13,243 at 6%; with 100% employer match about $14,899 at 4% or $9,933 at 6%.
Mountain States Rosen LLC 401(K) Plan-407$3,107,584$485,104$1,192iApproximate average salary by contribution assumption: employee only about $29,798 at 4% or $19,865 at 6%; with 50% employer match about $19,865 at 4% or $13,243 at 6%; with 100% employer match about $14,899 at 4% or $9,933 at 6%.
20171203$3,008,160$359,974$1,773iApproximate average salary by contribution assumption: employee only about $44,332 at 4% or $29,555 at 6%; with 50% employer match about $29,555 at 4% or $19,703 at 6%; with 100% employer match about $22,166 at 4% or $14,777 at 6%.
Mountain States Rosen LLC 401(K) Plan-203$3,008,160$359,974$1,773iApproximate average salary by contribution assumption: employee only about $44,332 at 4% or $29,555 at 6%; with 50% employer match about $29,555 at 4% or $19,703 at 6%; with 100% employer match about $22,166 at 4% or $14,777 at 6%.
20161225$2,649,260$471,262$2,094iApproximate average salary by contribution assumption: employee only about $52,362 at 4% or $34,908 at 6%; with 50% employer match about $34,908 at 4% or $23,272 at 6%; with 100% employer match about $26,181 at 4% or $17,454 at 6%.
Mountain States Rosen LLC 401(K) Plan-225$2,649,260$471,262$2,094iApproximate average salary by contribution assumption: employee only about $52,362 at 4% or $34,908 at 6%; with 50% employer match about $34,908 at 4% or $23,272 at 6%; with 100% employer match about $26,181 at 4% or $17,454 at 6%.
20151243$3,277,236$312,450$1,286iApproximate average salary by contribution assumption: employee only about $32,145 at 4% or $21,430 at 6%; with 50% employer match about $21,430 at 4% or $14,287 at 6%; with 100% employer match about $16,073 at 4% or $10,715 at 6%.
Mountain States Rosen LLC 401(K) Plan-243$3,277,236$312,450$1,286iApproximate average salary by contribution assumption: employee only about $32,145 at 4% or $21,430 at 6%; with 50% employer match about $21,430 at 4% or $14,287 at 6%; with 100% employer match about $16,073 at 4% or $10,715 at 6%.
20141247$3,278,350$318,251$1,288iApproximate average salary by contribution assumption: employee only about $32,212 at 4% or $21,474 at 6%; with 50% employer match about $21,474 at 4% or $14,316 at 6%; with 100% employer match about $16,106 at 4% or $10,737 at 6%.
Mountain States Rosen LLC 401(K) Plan-247$3,278,350$318,251$1,288iApproximate average salary by contribution assumption: employee only about $32,212 at 4% or $21,474 at 6%; with 50% employer match about $21,474 at 4% or $14,316 at 6%; with 100% employer match about $16,106 at 4% or $10,737 at 6%.
20131219$3,420,103$261,701$1,195iApproximate average salary by contribution assumption: employee only about $29,875 at 4% or $19,916 at 6%; with 50% employer match about $19,916 at 4% or $13,278 at 6%; with 100% employer match about $14,937 at 4% or $9,958 at 6%.
Mountain States Rosen LLC 401(K) Plan-219$3,420,103$261,701$1,195iApproximate average salary by contribution assumption: employee only about $29,875 at 4% or $19,916 at 6%; with 50% employer match about $19,916 at 4% or $13,278 at 6%; with 100% employer match about $14,937 at 4% or $9,958 at 6%.
20121198$3,226,180$115,578$584iApproximate average salary by contribution assumption: employee only about $14,593 at 4% or $9,729 at 6%; with 50% employer match about $9,729 at 4% or $6,486 at 6%; with 100% employer match about $7,297 at 4% or $4,864 at 6%.
Mountain States Rosen LLC 401(K) Plan-198$3,226,180$115,578$584iApproximate average salary by contribution assumption: employee only about $14,593 at 4% or $9,729 at 6%; with 50% employer match about $9,729 at 4% or $6,486 at 6%; with 100% employer match about $7,297 at 4% or $4,864 at 6%.
20111110$3,031,533$360,135$3,274iApproximate average salary by contribution assumption: employee only about $81,849 at 4% or $54,566 at 6%; with 50% employer match about $54,566 at 4% or $36,377 at 6%; with 100% employer match about $40,924 at 4% or $27,283 at 6%.
Mountain States Rosen LLC 401(K) Plan-110$3,031,533$360,135$3,274iApproximate average salary by contribution assumption: employee only about $81,849 at 4% or $54,566 at 6%; with 50% employer match about $54,566 at 4% or $36,377 at 6%; with 100% employer match about $40,924 at 4% or $27,283 at 6%.